Building Bridges to Net Zero Data Jamming for Energy Measurement and Green Goals: An Affordable Senior Case Study 1
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 / year or even CO2e / area / year Image Courtesy of EPA
Benefits of Measuring Energy Use Owners 1 Create More Accurate Budgets. 2 Verify Savings. 3 Earn Recognition (ENERGY STAR, Green Globes, LEED). Government 1 Progress Towards Sustainability / GHG Goals. 2 Focus Assistance to Higher Energy Users. 3 Confirm Promised Savings (ESCOs). Public Private Partnership to Reduce GHGe 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 Seattle WA: Passed 1/2010 Municipal, Commercial, Multi-family Tenant & Transactional Disclosure Only Portland OR: Passed 4/2015 Municipal, Commercial, Multi-family Disclosure Berkley, CA: Passed 3/2015 Municipal, Commercial, Multi-family - Public Disclosure Single Family Homes at Time of Sale (w Audits) San Francisco, CA: Passed 2/2011 Municipal, Commercial Public & Transactional Disclosure Mandatory Audits Kansas City, MO Passed 6/2015 Municipal, Commercial, Multifamily Public Disclosure Minneapolis MN: Passed 2/2013 Municipal, Commercial Public Disclosure Chicago, IL Passed 9/2013 Municipal, Commercial, Multifamily Data verification Public Disclosure Austin, TX: Passed 11/2008 Municipal, Commercial, Multi-family Transactional disclosure Mandatory audits for multifamily Washington DC: Passed 7/2008 Municipal, Commercial, Multi-family Public Disclosure Atlanta, GA: Passed 4/2015 Municipal, Commercial, Multi-family Public Disclosure Cambridge, MA: Passed 7/2014 Municipal, Commercial, Multifamily Public Disclosure Boston, MA: Passed 5/2013 Municipal, commercial, multifamily Public Disclosure Mandatory Audits New York, NY: Passed 12/2009 Municipal, Commercial, Multifamily Public Disclosure Mandatory Audits, Retrocommissioning, Lighting upgrades Philadelphia, PA: Passed 6/2012 Commercial only Public & Transactional disclosure
Midwest Benchmarking Legislation Status State Owned/Operated Building Benchmarking State Pilot Underway State Pilot Complete RToS State Owned Considering State Owned Enacted Municipal + Private Owned Benchmarking Ordinance Challenge Program Underway in Municipality RToS Considering Legislation by Municipality Adopted by Municipality MEEA Updated August 2015 RToS Voluntary Residential Time of Sale Disclosure
Energy Benchmarking Process Collect Building Characteristics 1 Collect Utility Data (Elect+ Ngas) 2 Input Information into Tool 3 Gain Overall Results 4 Analysis / Implementation 5
Information Needed to Benchmark 1. 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 Exemptions: Hospitals Buildings with more than 10% occupancy Office buildings use classified as: Open air assembly Schools units, Industrial, Storage, or Hazardous Libraries storage Religious buildings New Construction Multi family housing Financial Duress Low Occupancy
Chicago s Ordinance Coverage and Compliance Building sector Building size (ft 2 ) Non Residential Residential 250,000 50,000 250,000 50,000 Benchmark by June 1 of: 2014 2015 2016 2017 = Year verification is required Data verification required 1 st year and every 3 rd year after All completed benchmarking submissions received by June 1 st each year are in compliance with the ordinance.
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 Verification In 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 Manager 2. Have a qualified professional review and sign your Data Verification Checklist. 3. Add the verifier s name, contact information, and credential to Portfolio Manager 4. 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 Authority Energy 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 Authority Pre-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
Team Report ACTIVITY 1 Data Collection Experience of Team What did you Learn? Will this help you utilize Portfolio Manager for your Own Building(s)? Other
Chicago Housing Authority Benefits 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 Authority Energy 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: rsnow@usgbc.org
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) esargent@thecha.org Ryan Snow / Katie Kaluzny, USGBC National and USGBC IL rsnow@usgbc.org and kkaluzny@usgbc illinois.org Steve Kismohr, Midwest Energy Efficiency (MEEA) skismohr@mwalliance.org And THANKS for your Participation!