Strategic Energy Planning

1
Strategic Energy Planning

• Prepared by Utility Savings Initiative
• State Energy Office
• Department of Administration

2
Agenda

• Basic Strategic Energy Water Planning
• This session will provide the necessary
• information for the participant to develop and
• implement an energy plan. An energy plan
• should provide the methodology to effectively
• manage utilities for your facilities.

3
Agenda

• Process Steps
• Why
• How
• Data Collection
• Measure Results
• Evaluate Results
• Develop Plan
• Strategies
• Tactics
• Implement Plan

4
Why

• Failing to Plan is Planning to Fail
• Alan Lakeim

5
Why

• Manage Utility Consumption
• Control costs
• Savings vs. Avoided Costs
• Control GHG
• Improve building performance.
• Identify emergency conservation procedures
• Create equipment replacement Policy

6
How

• Continuous Process Improvement

Data Collection
Measure Results
Evaluate Results
Implement Plan
Develop Plan
7
How
Project selection and evaluation criteria
Data
Measure
Evaluate
Implement
Develop
8
Data Collection

• Utility bills consumption and cost - monthly
• Total costs including base meter charges, fees,
  taxes
• l year history minimum
• Provides a baseline and ability to measure
  progress
• Buildings, equipment inventory (CMMS), insurance
  lists (list plug load inventory and space
  heaters)
• Building assessments

Data
Measure
Evaluate
Implement
Develop
9
Data Collection

10
Plug Load Awareness

Mini Refrigerators cost between 80 and 150
dollars a year to operate
11
Plug Load Awareness

12
Plug Load Awareness
Thermostat above both coffee pot and toaster oven

13
Plug Load Awareness

• Kapiolani Community College Media Center, Oct.
  06, 1998
• Final Fire Cause UNATTENDED COFFEEMAKER
• Loss Estimate 95,000.00 (structure and
  contents)
• Pictures courtesy of Mr. Maynard Young
• Director, Physical Facilities, Planning and
  Construction
• Office of the Sr. VP/Chancellor for Community
  Colleges

14
Plug Load Awareness

Space Heaters cost between 150 and 250 dollars
a year to operate per heater. Dont forget to add
extra cooling costs in the summertime.
15
Plug Load Awareness

16
Data Collection

• Sub-meter Data
• Purchasing policies
• Energy star
• Life Cycle Cost Analysis
• If policies do not contain an energy efficiency
  element they should
• Current policies, programs, projects and funding

Data
Measure
Evaluate
Implement
Develop
17
Measure Results of Data Collection

• Identify gaps in data
• Supply side (utilities)
• Demand side (owner)
• Develop methods to record consumption and cost
  data
• both supply and demand recommended

Data
Measure
Evaluate
Implement
Develop
18
Measure Results of Data Collection

• 1. Building audit and maintenance reports
• Current projects, programs and funding
• Purchasing policies

Data
Measure
Evaluate
Implement
Develop
19
Evaluate Results of Data Collection

• Validate data accuracy
• Do gaps need to be filled before continuing
• If yes, becomes part of plan
• Building data
• Create prioritized list of ECMs
• Group no-cost /low-cost/capital
• Establish key performance indicators (KPIs)

Data
Measure
Evaluate
Implement
Develop
20
Evaluate Results of Data Collection
Key Performance Indicators

• The Energy Office has to standardize on
  Btu/gsf/yr and gal/gsf/yr as an overall state
  level KPI
• Should this metric not accurately reflect your
  performance you may create additional KPIs and
  report this in your Plan

Data
Measure
Implement
Evaluate
Develop
21

• Logical
• Break
• Point

Data
Measure
Implement
Evaluate
Develop
22
Develop the Plan

• S.M.A.R.T Goals in a S.M.A.R.T Plan
• Specific
• Measureable
• Action-Oriented
• Realistic
• Time-Dependent

Data
Measure
Evaluate
Implement
Develop
23
Develop the Plan

• Keep it focused and simple
• Less may be more
• Sustainable

Data
Measure
Evaluate
Implement
Develop
24
Develop the Plan

• Strategies
• The philosophies, plans and policies supporting
  long term energy management goals
• Example We will implement conservation measures
  that have a simple payback of two years or less.

Data
Measure
Evaluate
Implement
Develop
25
Develop the Plan

• Tactics
• Short term actions that support strategic energy
  management goals
• Example We will replace all incandescent EXIT
  signs in buildings ABC and XYZ this year with
  more efficient technologies

Data
Measure
Implement
Evaluate
Develop
26
Develop the Plan

• Primary USI elements
• Executive summary
• Supply side
• Demand side
• Awareness and training
• Water

Data
Measure
Implement
Evaluate
Develop
27
Develop the Plan

• Optional elements
• Transportation
• Community Based
• Residential programs
• Materials management (recycling)
• Commercial, industrial, retail programs

Data
Measure
Implement
Evaluate
Develop
28
Develop the Plan

• Executive summary elements
• Multi year look ahead (5 years)
• Summarize where you are and where you want to go
• Brief description of facility/campus
• Top Executive statement of commitment

Data
Measure
Implement
Evaluate
Develop
29
Develop the Plan

• Executive summary elements
• Mission and goals of plan
• 20 reduction by 2010
• 30 reduction by 2015
• Assign overall responsibility and accountability
• hire Energy Manager
• List KPIs

Data
Measure
Implement
Evaluate
Develop
30
Develop the Plan
KPI Example

Data
Measure
Implement
Evaluate
Develop
31
Develop the Plan

• Supply Side (utility side of meter)
• Strategic narrative (5 year)
• Risk minimization
• Multiple fuel sources
• Purchase utilities at most economical rates
• Maximize utilization of incentive programs

Data
Measure
Implement
Evaluate
Develop
32
Develop the Plan
Supply Side Table

Data
Measure
Evaluate
Implement
Develop
33
Develop the Plan

• Demand Side (owner side of meter)
• Strategic narrative (5 year)
• Adopt LEED or other building standard
• Statutory new building requirements
• Project selection criteria
• Equipment replacement strategy
• Purchasing strategies (energy)

Data
Measure
Implement
Evaluate
Develop
34
Develop the Plan
Demand Side Table

• Take projects from your prioritized list

Data
Measure
Evaluate
Implement
Develop
35
Develop the Plan

• Awareness and Training
• Strategic narrative (5 year)
• Internal training for occupants and staff
• Offer technical training to staff
• Organizational communications

Data
Measure
Implement
Evaluate
Develop
36
Develop the Plan
Awareness and Training

Data
Measure
Evaluate
Implement
Develop
37
Develop the Plan

• Water
• Strategic narrative (5 year)
• Internal water consumption only
• Plan must support DENR water quality and use
  standards

Data
Measure
Implement
Evaluate
Develop
38
Develop the Plan
Water

Data
Measure
Evaluate
Implement
Develop
39
Develop the Plan
Appendix A Emergency Procedures

• Water
• Tactics
• Short term
• Activities that can be curtailed to conserve
  water
• Measures that can be taken to reduce water
  consumption

Data
Measure
Evaluate
Implement
Develop
40
Develop the Plan
Appendix B Emergency Procedures

• Energy
• Tactics
• Short term
• Activities that can be curtailed to conserve
  energy
• Measures that can be taken to reduce energy
  consumption

Data
Measure
Evaluate
Implement
Develop
41
Develop the Plan
Appendix C Equipment Replacement

• Tactics
• Identify critical equipment
• Locate potential loaner/rental replacement
• Determine if equipment is still the correct size,
  capacity and type for current conditions
• Specify correct replacement including source

Data
Measure
Evaluate
Implement
Develop
42

• Logical
• Break
• Point

Data
Measure
Implement
Evaluate
Develop
43
Implement the Plan

• Identify financial resources
• Utility Providers
• OM
• RR
• COPS/Bonds
• Performance Contracts
• SEO
• ARRA funds

Data
Measure
Implement
Evaluate
Develop
44
Implement the Plan

• Identify partner resources
• Community Colleges
• Universities
• County or municipal partners
• SEO
• COGS

Data
Measure
Implement
Evaluate
Develop
45
Implement the Plan

• Align resources with projects
• Perform no cost behavioral activities first
• Assign accountability and responsibility
• Then Do It

Data
Measure
Implement
Evaluate
Develop
46
Measure Results of Implementation
Were the objectives indicated in the tables
achieved

Data
Measure
Implement
Evaluate
Develop
47
Measure Results of Implementation

• Continue to identify gaps in data
• Purchasing policies including rate changes
• Occupant participation
• Measured energy reductions from meter data
• Measured cost reductions from billing data

Data
Measure
Implement
Evaluate
Develop
48
Measure Results of Implementation

• Number of newsletters issued
• Number of team meetings conducted
• KPI Trend
• Number of measures implemented from plan

Data
Measure
Implement
Evaluate
Develop
49
Measure Results of Implementation
Supply Side
Data
Measure
Evaluate
Implement
Develop
50
Measure Results of Implementation
Demand Side
Data
Measure
Evaluate
Implement
Develop
51
Measure Results of Implementation
Awareness Training

Data
Measure
Evaluate
Implement
Develop
52
Measure Results of Implementation
Water

Data
Measure
Evaluate
Implement
Develop
53
Evaluate Results of Implementation

• Validate data accuracy
• Were measurements relevant for what you wanted to
  achieve with project?

Data
Measure
Implement
Evaluate
Develop
54
Evaluate Results of Implementation

• Did you achieve or surpass goals as indicated in
  measurements column of tables?
• If not, why?
• Is the project complete?
• Continue, expand or abandon project

Data
Measure
Implement
Evaluate
Develop
55
Evaluate Results of Implementation

• Determine next steps to achieve strategic goals
• Create new prioritized list
• Group no-cost /low-cost/capital
• Set realistic goals

Data
Measure
Implement
Evaluate
Develop
56
Sample Declaration
I have read the Strategic Energy Water Plan
for my Organization. The plan, as presented,
supports the reductions required in G.S.
143-64.12(a) Implemented this ____ day of
___________, 2009. ____________________ ____
______________ _______________________
_______________________ Utility Manager
Director of Facilities Chief
Financial/Budget Officer Department
Head/Chancellor

57
Sample Mandate

• Commitment
• We recognize that energy and water consumption
  can be managed to our benefit. Energy and water
  management is a responsibility of the occupants
  at each facility, guided and supported by the
  Energy Manager, USI liaison.
• The attached plan outlines the activities and
  expenditures required to reduce energy and water
  consumption to achieve the goals of the program.
• The Department Heads will review progress and
  results quarterly, and will support staff
  attendance at training in energy and water
  management at least quarterly.
• Strategic Energy Water Plan Mandate- Goals
• Reduce annual Total Energy Consumption by a
  minimum of ___ by fiscal year _____-____ from a
  baseline fiscal year ____-____.
• Strategic Energy Water Plan Mandate- Measures
• Our tracking measures will be the following Key
  Performance Indicators (KPI)
• Total Energy Use Btu per Square Foot per year
• Strategic Energy Water Plan Mandate- Commitment
• I have read and support the Strategic Energy
  Water Plan for my Organization Implemented this
  ____ day of ___________
• ____________________ __________________
  ___________________________
  _______________________
• Utility Manager
  Director of Facilities
  Chief Financial/Budget Officer
  Chief Operating Officer

58
USI Contacts

• Len Hoey
• 919 733 1891
• len.hoey_at_doa.nc.gov
• Chuck Sathrum
• 919 715 1158
• charles.sathrum_at_doa.nc.gov
• Reid Conway
• 828 670 3389
• reid.conway_at_doa.nc.gov

59
Possibilities

• Dont make excuses. Find solutions.
• Unknown

60
Thank You for Attending