“data jamming” for energy measurement and green goals: an...

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Building Bridges to Net Zero

“Data Jamming”for Energy Measurement and Green Goals:

An Affordable Senior Case Study

‹#›MULTIFAMILY BUILDINGS 2015: BUILDING BRIDGES TO NET ZERO

Chicago Housing Authority General Background

• Third largest PHA in the U.S.• 19,500 traditional housing units categorized into:

‐ Senior high rise buildings‐ Family properties are typically row houses or mid‐rise buildings‐ Scattered sites encompass single family homes, and various 2‐6

unit buildings located in neighborhoods across Chicago• Administers over 36,000 housing choice vouchers for apartments in privately owned buildings in neighborhoods across Chicago


Buildings and communities will regenerate and

sustain the health & vitality of all life

within a generation.


Midwest Energy Efficiency Alliance

MEEA is a collaborative network whose purpose is to advance energy efficiency – supporting sustainable economic development and environmental preservation. We are a member driven organization serving cities, states, energy offices, industry, advocates, and utilities.


Format of the Presentation• Presenters will rotate throughout

– Ellen Sargent, Chicago Housing Authority (CHA)– Ryan Snow / Katie Kaluzny, USGBC National and USGBC IL– Steve Kismohr, Midwest Energy Efficiency (MEEA)

• Activities are embedded within this presentation– We will break the audience into teams to work together– Rows 1 + 2 will work together, similar to rows 3 + 4, etc.

• Ask Questions throughout

• Post‐Presentation Q and A


Measuring Energy Use in Buildings• Car efficiency:Miles per gallon

• Lighting efficiency:Lumens per Watt

• Cooling equipment efficiency:kW / ton

• Building efficiency: Energy Use Intensity (EUI)Annual energy use / area / year or kBtu / sqft / yearor even CO2e / area / year

Image Courtesy of EPA


Benefits of Measuring Energy Use

Public‐Private Partnership to Reduce GHGe

Owne

rs 1 – Create More Accurate Budgets.

2 ‐ Verify Savings.

3 ‐ Earn Recognition (ENERGY STAR, Green Globes, LEED).

Governm

ent

1 ‐ Progress Towards Sustainability / GHG Goals.

2 ‐ Focus Assistance to Higher Energy Users.

3 – Confirm Promised Savings (ESCOs).

Market

1 ‐ Owner and Tenant Joint Engagement.

2 ‐ Transparency in Real Estate Transactions.

3 – Base Decisions on Factual Information.


National Trends of Benchmarking & Transparency Policies

Minneapolis MN: • Passed 2/2013• Municipal, Commercial• Public Disclosure

Washington DC:• Passed 7/2008• Municipal,

Commercial, Multi-family

• Public Disclosure

Philadelphia, PA:• Passed 6/2012• Commercial only• Public & Transactional disclosure

Seattle WA: • Passed 1/2010• Municipal, Commercial,

Multi-family• Tenant & Transactional

Disclosure Only

San Francisco, CA: • Passed 2/2011• Municipal, Commercial• Public & Transactional

Disclosure• Mandatory Audits

Austin, TX:• Passed 11/2008• Municipal, Commercial, Multi-family• Transactional disclosure • Mandatory audits for multifamily

New York, NY:• Passed 12/2009• Municipal, Commercial, Multi-

family• Public Disclosure• Mandatory Audits, Retro-

commissioning, Lighting upgrades

Boston, MA: • Passed 5/2013• Municipal, commercial, multi-

family• Public Disclosure• Mandatory Audits

Chicago, IL • Passed 9/2013• Municipal,


• Data verification• Public Disclosure

Cambridge, MA: • Passed 7/2014• Municipal, Commercial, Multi-

family• Public Disclosure

Berkley, CA: • Passed 3/2015• Municipal, Commercial,

Multi-family - Public Disclosure

• Single Family Homes – at Time of Sale (w Audits)

Portland OR: • Passed 4/2015• Municipal, Commercial, Multi-family• Disclosure

Atlanta, GA:• Passed 4/2015• Municipal,



Kansas City, MO• Passed 6/2015• Municipal,




Midwest Benchmarking Legislation Status

RToS

RToS

State Pilot Underway

State Owned/Operated Building Benchmarking

State Pilot Complete

State Owned Considering

State Owned Enacted

Challenge Program Underway in Municipality

Considering Legislation by Municipality

Municipal + Private Owned Benchmarking Ordinance

RToS Voluntary Residential Time of Sale Disclosure

MEEA Updated August 2015

Adopted by Municipality


Energy Benchmarking Process

1 •Collect Building Characteristics

2 •Collect Utility Data (Elect+ Ngas)

3 •Input Information into Tool

4 •Gain Overall Results

5 •Analysis / Implementation


Information Needed to Benchmark1. Property Information

• Building Owner• Building Type• Name, Street address, Zip code

2. Base Building/Property Data • Gross Area• Use Details (number of occupants/units, number washer/dryers, different use types in building, etc.)

3. Energy Consumption Data• Electricity + Natural Gas + Water (utility bill data)

4. What to do Next?


Property Types Subject to City of Chicago’s Benchmarking Ordinance

Required: A commercial or residential building more than 50,000 gross square feet:• Medical office buildings• Hospitals• Office buildings• Schools• Libraries• Religious buildings• Multi‐family housing

Exemptions: • Buildings with more than 10% occupancy

use classified as: Open air assembly units, Industrial, Storage, or Hazardous storage

• New Construction• Financial Duress• Low Occupancy


Chicago’s Ordinance Coverage and Compliance

• Data verification required 1st year and every 3rd year after• All completed benchmarking submissions received by June 1st each year are in compliance with the ordinance.

Building sector Building size (ft2)Benchmark by June 1 of:

2014 2015 2016 2017

Non‐Residential

≥ 250,000

≥ 50,000

Residential≥ 250,000

≥ 50,000

= Year verification is required


Data Verification versus Certification

Chicago Ordinance

•Certified Professional•Review of Data•Stamp of Professional•Any Score

ENERGYSTAR Certification

• Certified Professional• Review of Data• Stamp of Professional• Score > 75• IAQ Performance Measurement


Chicago VerificationIn the first year in which buildings benchmark, and every third year thereafter, buildings will have energy and building data reviewed to verify that data is being tracked and reported correctly.

1. Generate a Data Verification Checklist in Portfolio Manager2. Have a qualified professional review and sign your Data

Verification Checklist. 3. Add the verifier’s name, contact information, and credential

to Portfolio Manager4. Keep the signed Data Verification Checklist on file for 3 years


Chicago Verification• Currently‐recognized credentials for data verification:

– Professional Engineer (PE) licensed in the State of Illinois–Architect licensed in the State of Illinois– Building Operator Certification (BOC) Level 1 certificate issued by the Midwest Energy Efficiency Alliance

– Building Energy Technology Certificate issued by the City Colleges of Chicago– Certified Energy Manager (Association of Energy Engineers)– Building Energy Assessment Professional (ASHRAE)

****The verifier does not need to verify the indoor environmental standards section of the data verification checklist.


Pro-Bono Assistance Program• As part of the Ordinance, ASHRAE IL created a volunteer group to facilitate pro‐bono assistance to “buildings (owners) in need” to input data in ESPM and to complete verification requirement

• Includes Jr and Sr (Licensed) Verifiers as means to educate young professionals while completing verification requirements

• Year 1 of Ordinance – no one took advantage of group due to in‐house experience and mainly large commercial office buildings

• Year 2 of Ordinance – idea that training or baseline of use needed for pro‐bono to be utilized effectively and idea of one day workshop with CHA was born


Chicago Housing AuthorityEnergy Efficiency History

• CHA has been a leader in energy efficiency project, investing $70 million in Energy Performance Contracting projects in five phases of implementation, started in 1998, completed in 2011

• Affecting only traditional portfolio units, focused on senior buildings that was comprehensive, affecting all utilities

• The CHA was not actively managing any U.S. EPA Energy Star Portfolio Manager accounts when the Chicago Benchmarking Ordinance was passed so was excited to turn to the Happy Friends network for resources and help


Chicago Housing AuthorityPre-Workshop Steps

• Found out about the pro‐bono opportunity, met with USGBC and MEEA to confirm existing state of Portfolio Manager and building portfolio focus (senior buildings were in best shape because of previous ESCO work, etc.)

• Need to upload as much monthly usage data as we could ….• 39 properties, 12 month of data each ….4 person sustainable initiatives team = help from commodity vendors and local utilities

• Electrical and Gas meter information completed separately• Confirm, invite and incentivize (food!) asset managers that are responsible for daily operations


Data Jam Development• Invited Table Teams by individual invitations using EventBright• CHA hosted, provided laptops to serve as work stations for each team data jamming

• Each table consisted of – ASHRAE Volunteers (Jr/Sr Verifiers) + Other local Energy Experts– CHA Property Managers– Other CHA staff

• Equals ‐ Cross pollination of knowledge and ideas!


ACTIVITY 1 – Data Collection

Following a Process Similar to the CHA Data Jam:• Complete a Data Collection Sheet to pre‐identify information to be added to ESPM – Base Building Information – Use Customized Multi‐family ESPM Date Collection Sheet

• Each Team Processes Information on one Aspect of Example:– Calculating # of Floors versus # Units– Units versus Number of People/Employees– Laundry Units versus Washer and Dryers– Stacking of Floor Plates versus Overall Height


ACTIVITY 1 – Data Collection• Team Report

– Experience of Team– What did you Learn?– Will this help you utilize Portfolio Manager for your Own Building(s)?

– Other


Chicago Housing AuthorityBenefits from Data Jam

• The partnership that played out over the day had immediate benefits. Beyond having stronger metrics, the agency learned that many of the buildings in the portfolio meet or are close to meeting ENERGY STAR certification for existing multifamily housing

• Achieved early compliance for the Chicago Energy Benchmarking Ordinance. The SI team submitted Portfolio Manager reporting data for all CHA properties that fall under the Ordinance in June 2015, which was a full year before reporting was required for residential properties between 50,000 and 250,000 square feet


Chicago Housing AuthorityEnergy Data Collection

• Experience and Lessons from CHA on energy data collection from utilities (part 2 of data requirements for ESPM)

• ComEd EUDS, automatically uploads electrical meter usage from properties automatically to ESPM

• Natural gas supplier has a less robust process


ACTIVITY 2 – ADVANCE PLAN Builder

Following a Process Similar to the CHA Data Jam:• Roles: Client + Consultant• Context: Energy & Atmosphere Goal Setting & Strategy Identification section of ADVANCE PLAN Builder activity focused on the case study given.

• Action: Brainstorm as ‘client + consultant’ to identify opportunities to meet one of the stated energy performance goals. Switch roles and focus different goal. Report out.


ACTIVITY 2 – USGBC ADVANCE

Following a Process Similar to the CHA Data Jam:• Determine methods to engage in‐house personal and tenants to reduce energy consumption via the ADVANCE platform.

• Each Team Processes Information on one Aspect using the Example:– Internal Policy Implementation– Tenant Engagement Strategies– In‐Unit Energy Savings versus Whole Building Savings– Connection to Health and IEQ


ACTIVITY 2 – ADVANCE ACTIVITY• Team Report

– Experience of Team– What did you Learn?– Will this help you utilize Portfolio Manager for your Own Building(s)?

– Other


Opportunities w/ ADVANCE• Join us at Greenbuild for ADVANCE events on Monday November 16

• Contact your local USGBC chapter

• Propose an ADVANCE project: [email protected]


Chicago Housing Authority Next steps

• New property management contracts are performance based, with monetary incentives and disincentives; one performance measurement monthly minimum is for each building to use the same amount of energy as the previous month / year

• Closer to certification ! The CHA is including building system improvement necessary to attain ES certification in the agency’s 5 year capital plan


Overall Q & A• Ellen Sargent, Chicago Housing Authority (CHA)

– [email protected]

• Ryan Snow / Katie Kaluzny, USGBC National and USGBC IL– [email protected] and kkaluzny@usgbc‐illinois.org

• Steve Kismohr, Midwest Energy Efficiency (MEEA)– [email protected]

And THANKS for your Participation!

“data jamming” for energy measurement and green goals: an...

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