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ENERGY SAVINGS MASTER PLAN PROGRAM:
PARTNERING FOR SUSTAINABILITY
Discovery Workshop
Greenville, SCNovember 15, 2011
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Energy Savings Master Plan, Partnering for Sustainability
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Agenda
• Welcome and Introductions
• Overview of the Energy Savings Master Plan Program• Overview of Duke Energy’s Energy Efficiency Programs
• SmartBuilding Advantage Program
• Benchmarking in Portfolio Manager
• Sustainable Energy Management Plan: Tools & Resources• Lunch Break
• Energy Plan in Action
• Presenting Your Plan to Senior Management
• Summary and Q & A• Greening of Our Educational Fields
• Complete Evaluations
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ENERGY SAVINGS MASTER PLAN PROGRAM:
PARTNERING FOR SUSTAINABILITY
Welcome and Introductions
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ENERGY SAVINGS MASTER PLAN PROGRAM:
PARTNERING FOR SUSTAINABILITY
Overview of the Energy SavingsMaster Plan Program
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Energy Savings Master Plan, Partnering for Sustainability
ABOUT THE PROGRAM
The Energy Savings Master Plan Program is a partnership betweenDuke Energy, ICF International, and our institutional customers tohelp you establish and achieve your energy management goals.
The Program provides you with the tools, information and
assistance to...• develop an energy management team
• prepare an energy management plan
• effectively achieve and maintain long-term energy savings• integrate into strategic plans
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Energy Savings Master Plan, Partnering for Sustainability
EDUCATION CUSTOMER BENEFITS
The support you need from start to finish• Expert assistance to develop/implement a Sustainable EnergyManagement Plan – savings potential of 10% or more
• Ongoing consultation – from senior management approval to
maintaining low- and no-cost energy-saving strategies• Partial funding for energy efficiency projects and assessments –
including access to Duke Energy’s rebate/incentive programs
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Energy Savings Master Plan, Partnering for Sustainability
The Energy Savings Master Plan Program…
• Provides operations/facilities with a meaningful energy plan using lifecycle costs over a 5-10 year period – easily adds to strategic capitalplan.
• Integrates into green efforts and provides standard for your GreenTeams.
• Creates energy-efficient operations and reduces your environmentalimpact.
• Captures the attention of the administration because of the investment,energy savings, and ROI components.
• Provides a meaningful way to reach out to students, professors,teachers, administration, and the community.
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EDUCATION CUSTOMER BENEFITS
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Energy Savings Master Plan, Partnering for Sustainability
FOUR STEPS TO YOUR SUCCESS
The Program uses a proven four-step model to help you establishand achieve your energy management goals.
1. Form an Energy Team
2. Participate in the Energy Savings Master Plan
Discovery Workshop3. Conduct a thorough On-site Energy Assessment
4. Follow up
Sustaina
ble
ENERGY
PLAN
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Energy Savings Master Plan, Partnering for Sustainability
STEP 1 – FORM AN ENERGY TEAM
• Identify an executive sponsor.
• Form a steering committee.
• Identify a cross-functional team across the administration byincluding: facilities manager, chief engineer, maintenance staff,
finance, sustainability officer, purchasing, students, and workingwith other “green team” initiatives.
Sustaina
ble
ENERGY
PLAN
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Energy Savings Master Plan, Partnering for Sustainability
STEP 2 – PARTICIPATE IN THE ENERGY SAVINGSMASTER PLAN DISCOVERY WORKSHOP
• Learn more about the Energy Savings Master Plan Program.• Receive hands-on assistance to benchmark your facilities in EPA’s
Portfolio Manager tool.
• Review tools to assess your current energy program efforts.
• Discover the key components of a Sustainable Energy Management Plan.• Receive new ideas for developing your team’s Energy Plan based
on proven best practices.
• Network with your peers.
Sustaina
ble
ENERGY
PLAN
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Energy Savings Master Plan, Partnering for Sustainability
STEP 3 – CONDUCT A THOROUGH ON-SITE ENERGY ASSESSMENT
Duke Energy offers two assessment options with varying levels of support to assist you along the way.
• Full Assistance Option
• Self Directed Option
Sustaina
ble
ENERGY
PLAN
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Energy Savings Master Plan, Partnering for Sustainability
FULL ASSISTANCE OPTION
Discovery Workshop participants may formally apply for this option.Upon selection, participants will receive:
• A thorough on-site energy assessment (preliminary audit)
• Findings and recommendations to include no/low-cost projects
• Project recommendations that qualify for Duke Energy Smart $aver®Incentives
• Assistance with the Smart $aver Program application process.
The on-site assessment is partially funded by Duke Energy.
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Energy Savings Master Plan, Partnering for Sustainability
FULL ASSISTANCE OPTION CONTINUED
This option gives you the opportunity to participate in our EnergySavings Master Plan Action Workshop.
• Receive assistance from Duke Energy program staff to prepare andfinalize your plan.
• Receive a detailed report on your facilities’ energy performance andenergy-saving opportunities.
• Use your results to finalize your Energy Plan.
• Gain additional insight from facilitators at this on-site session.
• Fine-tune your plan before sharing with senior administration.
Action Workshop fee is $199 for one facility site visit.
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Energy Savings Master Plan, Partnering for Sustainability
FULL ASSISTANCE OPTION CONTINUED
Participants* of the Action Workshop will also receive...
• Up to five (5) hours of direct support from an energy efficiencyconsultant, which may include:
• Follow-up support to assess Action Workshop progress
• Review of Energy Plan documents and assistance finalizing materials
• Assistance with your senior administration presentation.
*Participant is defined as each institutional system
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Energy Savings Master Plan, Partnering for Sustainability
SELF DIRECTED OPTION
Customers develop a Sustainable Energy Management Plan ontheir own or with their chosen third party – using the tools, resourcesand guidance obtained during the Discovery Workshop.
•Receive follow-up support from a Duke Energy Account Manager on an
ongoing basis.•Receive a preliminary audit under the guidelines of the Duke EnergyTechnical Assistance program.
Participants must apply directly for Duke Energy’s Smart $aver®incentives, which includes the energy audit.
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Energy Savings Master Plan, Partnering for Sustainability
STEP 4 – FOLLOW UP
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Duke Energy Account Managers will follow up with allparticipants to...
• Discuss energy efficiency improvements
• Assess and track progress
• Ensure program satisfaction.
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ENERGY SAVINGS MASTER PLAN PROGRAM:
PARTNERING FOR SUSTAINABILITY
Overview of Duke Energy’s EnergyEfficiency Programs
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Energy Savings Master Plan, Partnering for Sustainability
Duke Energy’s Energy Efficiency ProgramsEnergy Assessments
• Program offers three levels of Assessments: Online, Off-Site, On-siteSmart $aver ® Nonresidential Incentive Program – Prescriptive• Program offers defined incentives to nonresidential electric customers to help offset
incremental cost differences between standard and high-efficiency equipment
Smart $aver ®
Nonresidential Incentive Program – Custom*• Program offers customers financial assistance for projects involving morecomplicated or alternative technologies, or those measures which are not coveredby other prescriptive incentive offerings.
PowerShare®
• Program offers customer incentives for providing capacity in emergency andeconomic constrained times
*Custom Incentives not yet available in all states
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Energy Savings Master Plan, Partnering for Sustainability
Smart $aver ® Incentive/Rebate ProgramsProject Eligibility (Prescriptive and Custom)1. Equipment has not already received an incentive
2. Application must be completed in full, with supporting documentation3. Payment is received after installation
Important Application Differences
Prescriptive Application1. Verify the equipment is on the List
2. Submit application after installation of eligible equipment
3. Applications due 60 days after projectcompletion
4. A sample of all applications are verifiedafter installation
Custom Application1. Apply before project initiation
2. Wait for approval before installation (atleast 1 month) and issuance of PO
3. A high percentage are verified
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Energy Savings Master Plan, Partnering for Sustainability
PowerShare®
• PowerShare® is Duke Energy’s brand name for its Demand
Response programDemand Response offers customers an incentive to curtail energy load duringperiods of high demand
• Program offers differ slightly in Midwest vs. Southeast, but principles are the same
• Credits are paid for load curtailment• Advance notice is provided
• Events can be Emergency (due to capacity constraints) or Economic (due tocapacity constraints & economical viability)
• Menu of program options allow you to choose the preference that best fits your
company’s operations
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SmartBuilding Advantage℠
Tom Fenimore
New Product Development Manager
November
15,
2011
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Today’s Agenda
Building Energy Use
SmartBuilding Advantage OverviewCase Studies
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The commercial real estate industry
spends $24 billion on energy every
year and contributes nearly 20% of
U.S. greenhouse
gas
emissions.
The healthcare industry spends $5
billion on
energy
every
year
and
contributes 2 ½ times more in greenhouse
gas emissions than commercial buildings.
Buildings use 39% of all source
energy in
the
U.S.
‐‐industry
and
transportation comprise the
remaining 61%.
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Market Size ‐ Existing Buildings
Existing buildings: 4.8 million
Floor space: 72 billion sq. ft.Floor space perbuilding:
Mean: 14,700 sq. ft.Median: 5,000 sq. ft.
Energy consumed: 6.5 trillion Btus
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How Energy is Consumed in Buildings
HVAC 40%
Lights 28%
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The Market Need
Lots of energy wasted today; commercial buildings spend 30% of their
operating
budget
on
energy‐
related
expenses Lack of either expertise, time, and/or money to more strategically
manage their energy
• Information is bombarding decision makers—vendors, consultants, trade
associations,
software
companies
• There is a need for a trusted partner to cut through the “noise” – help
choose the right solutions and facilitate implementation
• Smart
grid
/
grid
modernization
is
looming
and
businesses
want
to
take
advantage of its promise
SmartBuilding Advantage addresses gaps in the market for energy management
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Customer Agreement
Interval Metering &
Energy Usage Data
Initial Onsite Assessment
Energy Conservation Measure Scope
Smart $aver®Incentive
Determination
Implementation
Phase
Investment Grade Assessment
Performance Verification
SmartBuilding
Advantage℠
Regulated
Unregulated
SmartBuilding Advantage℠
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Retro-commissioningNew Baseline
Original Design Efficiency
Without Control,
Efficiency
Declines
Baseline for Current Operation
Initial & Continuous
Commissioning
High Performance Operations
Energy Savings (Avoided kW and kWh costs) are measurable and verifiable.
Behavioral changes, real time pr icing, etc.
Steps to an Optimized Facility
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Hospital
College Sports ComplexOffice Campus
Office Tower
Four Pilot Participants - 2010
Development began
in
2009.
The
goal
was
to
develop
a business
case
around customers’ use of energy information and controls to enhance
energy efficiency
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Projected Customer Cost: $156,000
Projected Annual Customer Savings $49,500 electric
15% of
Electricity
Expense
583,000 kWh
Years to Customer Payback: 3.2
Energy Conservation
Measures:
Controls upgrade
Wireless Thermostats
HVAC optimization
Smart Grid enabled metering
Status – Complete. Performance Verification underway.
“This allowed us to test some things that we would not have on our own. (And it allowed us)to get closer to Smart Grid solutions.”
Office Tower
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Electric demand profiles before and after retrofit. Off peak demand has dropped around 100kW. Overall energy savings is meeting the goal of 15%.
Office Tower - Results
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Customer Cost: $270,000
Projected Annual Customer Savings $110,000
44% of
Electrical
Expenses
1.5 MWh/59 kW
Years to Customer Payback: 2.5
Energy Conservation
Measures:
HVAC upgrades
Controls upgrade
Demand response ventilation
Lighting
controls Smart Grid enabled metering
Status – Complete. Performance Verification underway.
“We are learning how to take a broader look at what we can do and what the impact can be. The (SmartBuilding Advantage℠)
program is also accelerating what we do and expanding what we consider.”
College Sports Complex
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Electric demand profiles before and after retrofit. Demand has reduced by about 50 kW
(25%) both on and off peak. Project is on track to achieve estimated savings.
College Sports Complex - Results
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“Duke’s external high quality program team is good support for us. It adds resources that we do not have ourselves. This (also)brings an outside source that has credibil ity to the table.”
Projected Customer Cost: $80,000
Projected Annual Customer Savings
$309,000
21% of Electrical Expense
5.5 MWh/509 kW
Years to Customer Payback: 0.26
Energy Conservation
Measures:
Test lab HVAC control Fans
Scheduling equipment
Chilled water reset
De‐lamping
Smart Grid enabled metering
Status – Complete. Performance Verification underway.
Office – Data Intensive
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Customer Cost: $1,600,000
Projected Annual Customer Savings $393,000 (gas and electric) 39% of Electrical Expense
4.6 Million
kWh
Years to Customer Payback: 3.8
Energy Conservation Measures: HVAC upgrades
VFD’s Chiller Strategy
Controls upgrade Lighting control Smart Grid enabled metering
Status – In implementation with a grant of $500K from NC DOE
included to offset costs. Completion end of 2011.
“ Our people said Duke nailed it. We looked
at the report and were impressed. The real value in this was the engineering analysis – the incentive was critical for approval, but the engineering was very important.”
Hospital
Wh D k E ?
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Vendor and equipment neutral
High-performance building expertise
Licensed Professional Engineers
Duke Energy Smart $aver incentives
Assistance in implementation of EnergyConservation Measures
Marketing and public relations assistance
Performance Measurement & Verification
Why Duke Energy?
SmartBuilding Advantage℠
C i V l
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Save 20% on electric energy spend, on average
Reduce dependence on new revenue stream generation
Improve productivity in a building operations
Compliance with industry codes and standards
Build employee and community energy efficiency awareness
Achieve recognition for meeting sustainability and green goals
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SmartBuilding Advantage℠
Creating Value
C t R i t
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Participants should meet the following criteria:
Commercial or Institutional building owner that is “Opted In” Committed to investing in Energy Efficiency projects; motivated to be
green (ENERGY STAR, LEED are examples but not requirements)
Be comfortable with a simple payback of 2 - 5 years
Have aggregate space greater than 100,000 square feet
Use more than 2.5 million kWh per year
If a client doesn’t meet the building type or size requirements, then our Smart $aver standard Assessments and Prescriptive Incentives are thepath to consider.
SmartBuilding Advantage℠
Customer Requirements
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Thank You.
Questions?
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ENERGY SAVINGS MASTER PLAN PROGRAM:PARTNERING FOR SUSTAINABILITY
Benchmarking in Portfolio Manager
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Energy Savings Master Plan, Partnering for Sustainability
What is Portfolio Manager
• Free, web-based tool for benchmarking existing buildings• Provides benchmarks for all commercial buildings, including:
• ENERGY STAR energy performance score (1 to 100) for
eligible buildings, and• Normalized energy use intensities (EUI) for all buildings
• Facilitates applications for ENERGY STAR Label and Leaders
recognition
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Energy Savings Master Plan, Partnering for Sustainability
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• 1 to 100 score for existing commercial buildings
• 50 = national average• 75 = qualification for ENERGY STAR Label• Normalizes for weather, operating hours, occupant
density, plug load
• Developed based on national survey of commercialbuildings• Commercial Building Energy Consumption Survey (CBECS)
is updated every 3 to 4 years• Performance of buildings added to Portfolio Manager does
not change the rating scale
What is EPA’s Energy Performance Rating Scale
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Energy Savings Master Plan, Partnering for Sustainability
Portfolio Manager: Widely Used Benchmarking Tool
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
110,000
100,000
90,000
80,000
70.000
60,000
50,000
40,000
30,000
20,000
10,000
0
Commercial Buildings Rated - Cumulative
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
110,000
100,000
90,000
80,000
70.000
60,000
50,000
40,000
30,000
20,000
10,000
0
Commercial Buildings Rated - Cumulative
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Energy Savings Master Plan, Partnering for Sustainability
Labeling Activity Continues to Increase
ENERGY STAR Labeled Buildings - Cumulative
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
9,0008,000
7.000
6,000
5,0004,000
3,000
2,000
1,000
0
ENERGY STAR Labeled Buildings - Cumulative
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
9,0008,000
7.000
6,000
5,0004,000
3,000
2,000
1,000
0
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Energy Savings Master Plan, Partnering for Sustainability
Is 60 MPG high or low foran automobile?
Answer: CommonKnowledge
How does Portfolio Manager measure building energyperformance?
Answer: ????
Is 110 kBtu/sf/year high orlow for a dormitory?
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Energy Savings Master Plan, Partnering for Sustainability
Fuel Efficiency:
MPG
Comparative Metrics
Building
Performance:1 to 100 Score
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S S
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Energy Savings Master Plan, Partnering for Sustainability
U.S. EPA Energy Performance Rating System
Building Energy UseHighest Lowest
1001 25 50 75Benchmark Score
The system overlays a 1 to 100 scaleover national data, which givesrelative meaning to energy use.
N u m b e r o
f B u i l d i n g s
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E S i M t Pl P t i f S t i bilit
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Energy Savings Master Plan, Partnering for Sustainability
Medical Offices Office Buildings
Hospitals
Warehouses
Dormitories
Supermarkets
Courthouses
K-12 Schools
Bank/FinancialInstitutions
Hotels
Wastewater
Treatment Plants
Retail Stores
ENERGY STAR Score Eligible Building Types
Houses ofWorship
Data Centers
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E S i M t Pl P t i f S t i bilit
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Energy Savings Master Plan, Partnering for Sustainability
User Friendly Inputs
A) General: Address, Year built, Gross floor area
B) Energy Consumption: 12 consecutive months for each source
C) Space Type Data (Industry Specific):
For Office Space:
Occupancy
Number of PCsHours of operation
% Heated and Cooled
Dormitory/ResidenceSpace:
Number of rooms
% Heated and Cooled
K-12 School Space:
Open on weekends
% Heated and CooledNumber of PCsPresence of cooking
High school Y/N?
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Energy Savings Master Plan Partnering for Sustainability
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Energy Savings Master Plan, Partnering for Sustainability
Portfolio Manager
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Energy Savings Master Plan Partnering for Sustainability
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Energy Savings Master Plan, Partnering for Sustainability
Two benchmarking paths
• EPA energy performance rating system 1 to 100 score
• Requires 12 months of energy use and key building specific datapoints
• Available for many building types (K-12 schools, offices, dormitories)
• Normalizes for variations in operations and weather • Score of 75 qualifies a building for the ENERGY STAR label
• Energy Use Intensity (EUI)• Requires 12 months of energy use and no building specific data
points• Available for any building (Libraries, gyms, stadiums, cafeteria)
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Energy Savings Master Plan Partnering for Sustainability
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Energy Savings Master Plan, Partnering for Sustainability
Valuable for ALL Commercial Buildings
• Track water use, emissions,and energy intensity
• Compare to national averageenergy intensity for a buildingtype
• Such as:• Libraries
• Stadiums and Arenas
• Cafeteria• Maintenance facilities
• Gym
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Energy Savings Master Plan Partnering for Sustainability
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Energy Savings Master Plan, Partnering for Sustainability
Identify Best Opportunities for Improvements
• Identify under-performing buildings to target for energy efficiencyimprovements.
• Conduct low cost “pre-audits” of building energy use• Compare like buildings to one another (e.g. dining halls to other dining
halls)
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Energy Savings Master Plan, Partnering for Sustainability
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Energy Savings Master Plan, Partnering for Sustainability
1 10050
Invest Adjust Maintain
Energy Performance Rating
25
AdjustInvest L e v e l
o f F o c u s
Receive Your Energy Performance Score
O&MO&MInvest MaintainInvest
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Energy Savings Master Plan, Partnering for Sustainability
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Energy Savings Master Plan, Partnering for Sustainability
Portfolio Manager Campus Feature
• Used for higher education
• Enables association of multiple facilities with a single campus• Provides benchmarking metrics at the campus level
• Campus GHG Emissions
• Campus weather normalized Energy Use Intensity (EUI)• Individual facilities associated with a campus can receive an
ENERGY STAR score and label
• Entire campuses cannot receive a score or label
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Example: Residence Hall / Dormitory SpaceType Definition
• Facility space used for educational institutions or military facilitiesthat offer multiple accommodations for long-term residents.
• Total gross floor area includes all supporting functions such as
food service facilities, laundry facilities, meeting spaces, exerciserooms, health club/spas, lobbies, elevator shafts, storage areasstairways, etc.
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Inputs
• Gross floor area
• Number of rooms• Percent of gross floor area that is air conditioned
• Percent of gross floor area that is heated
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Example: Office Space Type Definition
• Facility spaces used for administrative purposes, general office,and, professional.
• Total gross floor area includes all supporting functions such asstaff kitchens, lobbies, atria, conference rooms, auditoria, staff
fitness areas, storage areas, stairways, elevator shafts, etc.
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Office Building Eligibility Requirements
• Building must be at least 5,000 SF
• More than 50% of the building space must be classified as “office”• No more than 10% of the building space can be classified as
“Other”
• At least 30 operating hours per week• At least 1 worker on main shift, with at least 1 PC
• Occupied and in operation for the past 12 months
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Inputs
• Gross floor area
• Weekly operating hours• Number of workers on main shift
• Number of personal computers
• Percent of gross floor area that is air conditioned• Percent of gross floor area that is heated
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K-12 Eligibility Requirements
• Used as a school building for Kindergarten through 12th grade
students• Does NOT include college or university classroom facilities or
vocation, technical, or trade schools.
• Total gross floor area should include all supporting functions• Examples: administrative space, conference rooms, kitchens usedby staff, lobbies, cafeterias, gyms, auditorium, lab classrooms,portable classrooms, greenhouses, stairways, sheds, storage areas
• Building must be at least 5,000 SF• To apply for the ENERGY STAR label, building must operate for
at least 8 months of the year
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K-12 Inputs
• Gross floor area
• Is this building normally open at all on the weekends?• Number of personal computers
• Number of walk-in refrigeration/ freezer units
• Presence of cooking facilities• Percent of gross floor area that is air conditioned
• Percent of gross floor area that is heated
• Is this building a high school (teaching grades 10, 11, and/or 12)?
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Example: Other Space Type
• Other may be used to designate any space that cannot receive a1 to 100 score
• Could include dining hall, parking garage, stadium, gym,classroom, laboratory, maintenance facility, etc.
• Inputs:• Gross floor area
• Weekly operating hours
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PARTNERING FOR SUSTAINABILITY
Sustainable Energy Management Plan:Tools & Resources to Assist in
Developing Your Plan
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Why Prepare an Energy Plan?
• Develop Energy Management Best Practices• Manage Energy Use and Costs
• Reduce Environmental Carbon Footprint
• Improve Building Performance• Maintain Building Performance Long Term
• Other Benefits
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Education Energy Management Best Practices
• Commitment from senior administrators
• Clearly defined energy savings goals• Communication of the goals to all organizational levels & students
• Assignment of responsibility and accountability at the proper level
• Sub-metering to assessing energy performance and monitoringover time
• Continuous identification of savings opportunities
• Adoption of project investment criteria reflecting project risks andreturns
• Provision for public recognition and reward for achieving the goals
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Create an Energy Plan
• Make Commitment
• Form your energy team• Assess Performance & Set Goals
• Collect and evaluate data• Assess current practices and policies
• Inventory current building equipment• Create & Implement Plan• Evaluate Progress
• Continue to update over time• Recognize Achievements
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Form your Energy Team
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Form your Energy Team (cont’d.)
Additional Energy Team Members
• Students
• Professors
• Information Technology• Human Resources
• Contractors, Vendors, & Service Providers
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ENERGY STAR
Teaming Up to Save Energy
Guidebook
Create Your EnergyTeam
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Assess Performance
• Assess Energy Performance
• Benchmark in the ENERGY STAR Portfolio Manager tool
• Assess Current Energy Management Program• Guidelines for Energy Management
• Energy Program Assessment Matrix• Facility Energy Assessment Matrix
• Assess Current Energy Management Policies and Practices• Purchasing and Procurement• Best Practices Tip Sheet
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ENERGY STAR Guidelines for Energy Management
• Proven Strategy
• Based on successful practices of ENERGY STAR Partners
• Provides tools and resources at
each stage• Online Resource
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Establish Energy Plan Goals
• Use the SMART criteria for establishing goals
• Specific• Measureable
• Achievable
• Realistic• Time Bound
• Set a short and long term energy performance goal
• Example: Reduce Energy Use by 20% by 2015 comparedto 2005 baseline
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Energy Plan Components• Executive Summary• Vision Statement
• Business Proposition• Goals & Objectives• Specific Actions with Staff Assignments
• Timeframe• Specific Areas that Goals Should Address:• Energy & Water Efficiency Options - Cost & Savings Evaluations• Operations & Maintenance Procedures
• Product and Equipment Purchasing• New Construction/Renovations• Outreach & Training
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Executive Summary
• Current Energy Performance (Costs and Consumption)
• Multi year look (5 - 10 years)• Brief description of facility/campus
• Summarize strategies
• Goals of plan (example)20% reduction by 2015
30% reduction by 2020
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Energy Management Vision
• “For more than half a century, XXX University has championedsustainable practices and technologies, demonstrating that a
sustainable approach to campus facilities makes good business senseand creates genuinely better places for people. That commitment hastranslated into significant cost savings and more productiveenvironments for students, professors, and administrators, and more
valuable properties for investors and a healthier planet for everyone.”• “By aggregating and sharing our expertise in “green” building policies,processes and procedures, we can make a tangible impact onimproving energy efficiency, reducing greenhouse gas emissions and
slowing climate change. We can work with our university community tomake our facilities greener, save money, and contribute to the growingbattle against climate change.”
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Business Proposition
• Cost Reduction• Ex: 10% reduction in energy-related operating costs over 3 years
• Comfort• Not adversely impacted by energy management - and oftentimes is improved!
• Enhanced Reputation in the Community Through EnvironmentalStewardship
• Compliance with Legislative Mandates• Many state and local jurisdictions beginning to mandate the benchmarking and
disclosure of energy performance
• Enhances campus community environment• Students and faculty can feel good about being a part of our green campus
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ENERGY STAR Cash Flow Opportunity Calculator
• Excel workbook designed to help answer three questions• How much new energy efficiency equipment can be purchased fromanticipated savings?
• Should this equipment purchase be financed now or is it better to
wait and use cash from a future budget?• Is money being lost by waiting for a lower interest rate?
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Funding Opportunities
• Duke Energy Smart $aver Incentives
• http://www.duke-energy.com/south-carolina-large-business/energy-efficiency/sclb-energy-efficiency-programs.asp• http://www.duke-energy.com/north-carolina-large-business/energy-
efficiency/nclb-energy-efficiency-programs.asp
• ARRA Funding• DSIRE Database www.dsireusa.org/incentives• Federal Tax Deductions www.energytaxincentives.org• State and Local Government Funding
www.epa.gov/cleanenergy/energy-programs/state-and-local/recovery.html
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Objectives and Actions
• Establish a list of objectives that your plan will accomplish
• Create a list of actions for each objective• Assign roles & responsibilities
• Assign timeline
• Include things that have already been implemented
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• Complete ENERGY STAR Assessment Tools• Draft an energy plan
• Present to senior administration for approval
• Communicate the plan to key decision makers to ensure the planis incorporated into business practices
• Assign “Director of Energy” responsibilities
• Establish a Green Team and assign responsibilities
Objective: Establish an internal framework to supportthe commitment to energy management.
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Obj i E bli h f i i
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Objective: Establish a process for monitoring energyperformance and recognizing achievements.
• Benchmark in ENERGY STAR• Update Portfolio Manager data on a monthly basis
• Identify metrics to report to senior management
• Identify means for reporting metrics to employees
• Apply for external recognition. Develop internal recognition
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Objective: Improve ability to monitor energy performance
• ENERGY STAR Guide: Submetering Energy Use in Colleges and
Universities• Reviews benefits from business, engineering, and managementperspective
• Covers barriers and potential solutions
• Case studies and lessons learned
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S b t i L R h U i it C St d
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Submetering Large Research University Case Study
• Lessons learned
• If project capital is tight, contract with vendor for data collection andposting to web site. Vendor will charge monthly service fee andreduce up front costs.
• Where possible, install steam meters on high pressure lines. Smaller
pipe diameter reduces costs.• Benefits
• Helped size loads for new buildings
•Verify the accuracy of utility meters
• Helped determine whether to expand electrical service based ondemand measured in similar facilities
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Obj ti Id tif d i l t f
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Objective: Identify and implement energy performanceimprovement projects.
• Work with Duke Energy to conduct an energy assessment if notalready completed.
• Review energy assessment results and determinerecommendations that should be integrated into the energy plan.
• Establish an annual process for conducting energy assessments.• Establish a continual process for identifying improvement projects.
• Work with Duke Energy to identify incentive opportunities.
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B ildi U d M l
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Building Upgrade Manual
• Recommissioning
• Lighting
• Supplemental Load
Reductions
• Air Distribution Systems
• Heating & Cooling Upgrades
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Objective: Adopt policies and/or guidance on incorporating
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Objective: Adopt policies and/or guidance on incorporatingenergy efficiency into new building design and/or renovation.
• Identify architect and design consultants that have experience indesigning energy-efficient buildings.
• Establish a commitment to integrating energy efficiency into newbuilding design and/or renovation projects.
• Set performance targets.• Incorporate energy efficiency into design decisions.
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Objective: Implement best practices in O&M
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Objective: Implement best practices in O&M
• Conduct a review/inventory of current operational controls and
settings.• Establish guidelines for temperature set points.
• Develop operational changes and guidelines for specific areas.
•Train appropriate staff to carry out operational changes.
• Conduct a review of maintenance procedures and expand asnecessary.
• Document current O&M procedures for all equipment and develop
checklists to ensure staff complete tasks.• Establish lighting guidelines.
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Objective: Establish energy efficiency guidelines and
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Objective: Establish energy efficiency guidelines andstandards for products and equipment.
• Integrate energy efficiency standards into purchasing andprocurement policies.
• Purchase ENERGY STAR qualified products whereavailable/feasible.
• Enable power-down features on computer monitors and PCs.• For products not covered by ENERGY STAR, inquire about the
energy performance of product models relative to other models/brands and factor energy use into decision making.
• Identify report opportunities by working with Duke Energy.
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ENERGY STAR Qualified ProductsSave 75% energy
in “off” mode
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• Review your procurement policies.
• ENERGY STAR qualified products:• 25-50% less energy
• Same quality
• Reduced air pollution• Significant return on investment
• Extended product life
• Decreased maintenance
ENERGY STAR Qualified Products in off mode
$90/year
$10/yearLife 10x
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Purchasing and Procurement Resources
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Purchasing and Procurement Resources
• ENERGY STAR qualified products:
• Office Equipment and Electronics• Commercial Cooking Equipment
• Key product criteria
• Drop-in procurement language• Savings calculators
• Online trainingCalculateSavings
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Low Carbon IT Challenge
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Low Carbon IT Challenge
• Recognizes organizations for reducing
energy used by computers and monitors
• Activate power management features inmonitors and computers
• ENERGY STAR offers free technicalassistance and trainings
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Objective: Develop a communications plan to raise awareness
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Objective: Develop a communications plan to raise awarenessin the community through communications activities.
• Identify at least one ENERGY STAR National Campaign toleverage to raise awareness.
• Annually hold energy events on Earth Day (April 22) and Energy Awareness Month (October).
• Provide energy savings tips for home and work.
• Identify other communications strategies to raise awareness.
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Case Study: University of North Carolina Chapel Hill
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Case Study: University of North Carolina, Chapel Hill• 10 story, 200,000 square foot
residence hall constructed in
1965. Houses 800 students.• ENERGY STAR National
Building Competition Winner
• Saved $250K on energy bills• Campus has energymanagement team, energyuse policy, and a conservation
measure program.• $1.72 million in avoided costs
since August 2009.
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ENERGY STAR Resources
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ENERGY STAR Resources
• The ENERGY STAR Challenge
• Student Activity Guide• Bring Your Green to Work
• ENERGY STAR at Home
• Change the World, Start with ENERGY STAR• Earth Day
• Energy Awareness Month
•Campus Initiatives and Campaigns
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Engage Students
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Engage Students
• Student Activity Guide covers…
• Activities to get individual students involved in energy saving• Activities to get campus groups involved
• Ideas that require support from top school administrators
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Engage Employees
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4-minute video
Interactive cubicle
Energy quiz
Publications
Green Teamchecklist
Fast Facts
…and more!
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Bring Your Green to Work
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Host Energy Efficiency Events
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Event Ideas
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Objective: Train employees on energy saving practices
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j p y gy g pthat they need to adopt in daily responsibilities.
• Integrate energy efficiency into trainings for building staff.• Work with HR to integrate training into other applicable employeetrainings, such as new hire trainings.
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Online Training
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• Best Practices
•Purchasing and Procurement
• PC Power Management
• Benchmarking
• Effectively Communicating Achievements
Often 60 to 90 minutes
Alternating times to accommodate partner schedules
Reserve room for energy team Register online Pre-recorded
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Other Elements of Sustainable Energy Planning
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Charlotte Mecklenburg SchoolsAuxiliary Services Division
• ±175 Schools
CMS Profile
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• 659 plus buildings
• 1,238 mobile units• 21,100,000 sf of space
• 4,892 Acres
Building Services Mission
Mission and Purpose
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Building Services MissionTo provide excellent educational facilities for
all stakeholders that are safe, clean, wellmaintained and environmentally secure
CMS Energy Management Purpose “To minimize CMS energy consumption,greenhouse gas emissions and utility
expenditures through implementation of energy
conservations measures throughout the district”
• 2010 – 2011 School yearU d 206 Milli KWH f l t i it
Energy Stats
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– Used 206 Million KWH of electricity – Used 3.38 Million Therms of Nat Gas
– Over 1,450 utility accounts
• 2010 – 2011 Utility Budget excess of24 million dollars
• The district spends almost $3,000 perhour on utilities (24/7/365).
• 2.0 dedicated energy managementstaff
Strategic Plan 2014
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Energy Management is thecornerstone of our EnvironmentalManagement System (EMS)
Key Strategies and Tactics
Each focus area in Strategic Plan 2014: Teaching Our Way to the Top issupported by key strategies and tactics.
Below are listed the key strategy and supporting tactics for Focus Area Five:
Environmental Stewardship.
Key Strategy 5.1.1: Engage all stakeholders in Conservation of Resources.
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Tactics:
5.1.1.1 Engage students and staff in environmental stewardship. 5.1.1.2 Implement a district-wide Environmental Management System that follows the
structure of ISO-14001 standards and passes a North Carolina equivalency audit. 5.1.1.3 Earn the following state-awarded designations: Rising Steward by 2011;
Environmental Steward by 2014. 5.1.1.4 Reduce electricity usage per square foot. 5.1.1.5 Reduce natural gas usage per square foot. 5.1.1.6 Reduce water usage per student.
5.1.1.7 Identify, pursue and secure supplemental alternative funding strategies forimproving environmental performance measures. 5.1.1.8 Reduce total waste stream. 5.1.1.9 Reduce fuel consumption per mile for CMS fleet and equipment. 5.1.1.10 Reduce vehicle and equipment emissions. 5.1.1.11 Implement a sustainable-development program that uses high-performance
standards for buildings.
5.1.1.12 Implement an environmentally sustainable purchasing program.
• Reduced our KBTU/Sq. ft by 13.5% over thelast 3 years (59.96 – 51.83).
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last 3 years (59.96 51.83).
– With accounting for sq-ft change and rate
adjustments, CMS cost avoided in excess of 10million dollars over the last 3 years.
• Energy Star Partner
• 53 schools labeled totaling over 5.6 million
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sq-ft. (2 more school currently in process)
• Received recognition as a Leader for 10 %Energy Reduction
Do you have buy-in?• Executive Staff (Superintendent
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Executive Staff (Superintendentand/or the Board)
• Maintenance Departments• Principals and Staff
• Students
• Community
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Save Energy
• Rebates and Incentives
– Duke Energy (in excess of)$350,000
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Money is Available
– Piedmont Natural Gas $25,000
– Electricity (Town of Huntersville) $7,670 – Matching block grant T12 toT8 $200,000
– Solar hot water grant $24,716
• CMS uses a software called Utility
Manager Pro to input all our utilityinformation 3 of our biggest providers
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information. 3 of our biggest providersprovide electronic files of this information
(no manual keying).• CMS then uploads this information to
Energy Star’s portfolio manager to obtain
our rating.
You Cannot Measure what
you do not Track
• Every month we look at several reports (printvia PDF)
– Usage report – year to date & monthly• Look for variances and inspect high users
• Budget reports
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Budget reports – Track actual costs versus estimates
• Perform Measurement and Verificationactivities on maintenance projects – Why do this ??? You want to inform your staff
that the work they are doing is making a
difference (saving jobs, costs, etc…). Positivere-enforcement!
• Since the Energy Management groupis small and budgets are tight, we use
other staff to aid in the efforts, theseinclude:
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Be a Champion for TheseGroups
– Senior Portfolio Managers
– Engineers – Maintenance staff – Custodial Staff – Energy Coordinators - Site base school
staff – Students / Visitors also play a major role
• All new schools have dual switching with in board / outboard control of lights (since about 2001).
Lights
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• The last several years we have been installing a3rd switch, row by the windows (day lighting).
• We have been installing photo eyes on atriumlights
• Converting T12 to T8 (bulbs and ballasts)
• Gyms we have started removing Metal Halideand going back with T5 fixtures or T8.
• Using rebates and grants to offset energy
payback on the last 3 items.
Real time metering
At many of our schools CMS haspulse meters and we are able totrack real time consumption via
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track real time consumption viaour EMS systems.
The graph to the left is of theSummer 2009 - KWH use per dayat our Military Magnet school.
We were in 4 day work weekmode and had our SummerEnergy Management plan in
place.
Energy Management SystemsSimple Strategies (low costs/no cost)
• CMS has implemented simple energyt t i t li i t h t h th
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strategies to eliminate re-heat when the
outside air temperature is above 80 degrees• Schedule Optimization
• After hours checking
• Due diligence and follow-up withmaintenance staff, teachers, community use,etc…
• Solar Hot water projects 2 schools – Metro is up and running and JV
Future for CMS
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p gWasham is in construction
• Goal to get our Energy Star portfolioto a 75 average – its currently at 69.
• Exterior Wall packs to LED orinduction.
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Q & A
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ENERGY SAVINGS MASTER PLAN PROGRAM:PARTNERING FOR SUSTAINABILITY
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Presenting Your Plan to Senior
Management
Energy Savings Master Plan, Partnering for Sustainability
Energy Savings Master Plan Agenda1. Overview of Duke Energy’s Energy Savings Master Plan
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gy gy gProgram
2. Why Manage Energy?― Benefits of an Energy Management Plan
3. Energy Assessment Results
4. Draft Energy Plan
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Overview of Duke Energy’s EnergySavings Master Plan Program
Energy Savings Master Plan, Partnering for Sustainability
ESMP Program Objectives
• Help Duke Energy’s education customers achieve fast
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Help Duke Energy s education customers achieve fast
and sustainable savings• Leverage Duke’s energy efficiency programs such asSmart Saver for helpful incentives
• Monitor and verify performance improvements via theENERGY STAR® benchmarking tool
• Document success stories to be used with a broader audience
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Energy Savings Master Plan, Partnering for Sustainability
• A partnership between Duke Energy and its education customersto help them reach their sustainability goals and objectives
What is the Program?
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p y g jthrough the development of a Sustainable Energy Management
Plan…start to finish.
• A four-legged stool – all with experience in helpingcommercial real estate owners and operators to identify and
resolve energy issues:• Education Customer
• Duke Energy
•ICF International
• Engineering Firms
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What is the Program process?
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Duke Program Benefits
• Potential to save 10%+ in energy costs above baseline
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• Potential to save 10%+ in energy costs above baseline
• Assistance with Energy Plan preparation• Assistance in presenting plan to senior management
• Expertise of Duke Energy, ICF, local engineering firms,and ENERGY STAR
• Networking with higher education peers
• Minimal cost
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Why Manage Energy?
Energy Savings Master Plan, Partnering for Sustainability
Why Start with Energy?
• Energy is largest subset of a facility’s
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• Energy is largest subset of a facility s
environmental footprint
• Energy efficiency provides financial returns
• Use energy savings to implement other green
features
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Energy Savings Master Plan, Partnering for Sustainability
Energy is the First Step to Going Green
• Highly visible strategy for going green.
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g y gy g g g
• Energy saving activities directly involve everydaybehaviors:
• Turn off lights, power down computers, use blinds,recommend ideas related to their jobs, etc.
• Energy efficiency is an investment in green that can giveback green
•Educate students, faculty, and employees to reduceenergy at work and at home.
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Benefits of a Sustainable Energy Management Plan
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• Provides a plan for continuous improvement in energy
performance over time
• Demonstrates environmental stewardship & leadership
• Demonstrates financial responsibility
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Energy Assessment Results
Energy Performance
Energy Assessment
Energy Savings Master Plan, Partnering for Sustainability
Is 60 MPG high or low for
How does Portfolio Manager measure building energyperformance?
Is 110 kBtu/sf/year high or
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Is 60 MPG high or low for
an automobile?
Answer: CommonKnowledge Answer: ????
Is 110 kBtu/sf/year high or
low for a dormitory?
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Energy Savings Master Plan, Partnering for Sustainability
Comparative Metrics
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Fuel Efficiency:
MPG
BuildingPerformance:
1 to 100 Score
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U.S. EPA Energy Performance Rating System
The system overlays a 1 to 100 scale
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Building Energy UseHighest Lowest1001 25 50 75Benchmark Score
y yover national data, which gives
relative meaning to energy use.
N u m b e
r o f B u i l d i n
g s
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Energy Savings Master Plan, Partnering for Sustainability
s
Interpret Your Energy Performance Score
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1 10050
Invest Adjust Maintain
Energy Performance Rating
25
AdjustInvest
L e v e l o f F o
c u
O&MO&M
Invest MaintainInvest
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Your Campus’/ School’s Energy Performance Score
12 Month PeriodEnding
EnergyScore
Source EUI Energy Spend
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Ending Score
$X million
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Potential Financial Impact of X% Reduction Goal12 Month PeriodEnding
%reduction*
EnergyScore
Estimated Cost Savings
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Ending reduction Score
*Percent reduction compared to FY20XX
**Assumes no SF increases and energy rates remain the same
Cumulative Savings: $X million
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Financial Impact (Examples)• Energy Costs Have Increased
• 2006: $X million
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• 2006: $X million
• 2007: $X million• 2008: $X million
• 2009: $X million
• Measures have resulted in more efficient use of energy.• Ex: Lighting retrofit in 20xx
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Costs Avoided (Examples)• What if your EUI was the same every year as it was in 20XX?
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• Energy spend would have been:
• $X more in 20xx
• $X million more in 20xx
• Total: $X million more in energy costs
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Energy Savings Master Plan, Partnering for Sustainability
Energy Assessment
Project Description
Elec Savings
(kWh)
NG Savings
(MMBtu)
Annual Cost
Savings ($)
Total Installed
Cost ($)
Potential
Incentive ($)
NET Installed
Cost ($)
NET SPB
(Yrs)
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Project Description (kWh) (MMBtu) Savings ($) Cost ($) Incentive ($) Cost ($) (Yrs)
Implement Energy Management System 596,111 2,100 52,094$ 135,500$ 20,000$ 115,500$ 2.22 Lighting Improvements 452,952 - 23,975$ 131,250$ 9,900$ 121,350$ 5.06 HVAC System and Controls Improvements 5,952,505 10,782 419,574$ 1,768,750$ 176,875$ 1,591,875$ 3.79 Steam System Improvements 121,107 16,231 163,701$ 631,250$ 63,125$ 568,125$ 3.47
Chilled Water System Improvements 2,533,763 - 134,113$ 681,250$ 68,125$ 613,125$ 4.57 Totals for Site 9,656,438 29,113 793,458$ 3,348,000$ 338,025$ 3,009,975$ 3.79
% Savings: 12.1% 10.4% 11.4%
The preliminary survey identified X number of primary cost saving opportunities.
When summed up, the projects identified total to an energy, and related costsavings potential of approximately $X per year, with an estimatedimplementation cost of $X. The combined overall simple payback is X years
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Energy Savings Master Plan, Partnering for Sustainability
Equivalent to the Emissions from….
• X passenger vehicles
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• X million gallons of gasoline• Electricity to power X homes for one year
• Energy use of X homes for one year
• X acres of forest• Recycling X tons of waste instead of sending it to a
landfill
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Draft Sustainable EnergyManagement Plan
Energy Savings Master Plan, Partnering for Sustainability
Energy Management Vision
• Insert vision
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Energy Savings Master Plan, Partnering for Sustainability
Business Proposition• Cost Reduction• A X% reduction in energy use compared to 20xx energy consumption would result
in annual savings of $X
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• Comfort• Not adversely impacted by energy management - and oftentimes is improved!
• Enhanced Reputation in the Community Through Environmental Stewardship
• Compliance with Legislative Mandates• Many state and local jurisdictions beginning to mandate the benchmarking and
disclosure of energy performance
• Enhances campus community environment• Students and faculty can feel good about being a part of our green campus
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Energy Savings Master Plan, Partnering for Sustainability
Energy Plan Goals
• Insert goals
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Energy Savings Master Plan, Partnering for Sustainability
Objectives / Actions
• Insert objectives/actions
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Energy Plan
• Add in highlights of the plan
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Energy Projects
• TBD based on energy assessment report
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THANK YOU!
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THANK YOU!
Q & A
DISCUSSION
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ENERGY SAVINGS MASTER PLAN PROGRAM:PARTNERING FOR SUSTAINABILITY
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Summary / Q&A
Energy Savings Master Plan, Partnering for Sustainability
Next Steps• Determine if you want to participate in full program
• Submit an application within 30 days
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• Decision will be made within 3 weeks• Begin working on your SEMP
• If you participate in self-directed option
• Set up your energy assessment through your Duke AccountManager
• Utilize templates to develop your SEMP and Senior ManagementPresentation
• Contact your Duke Account Manager for questions
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Appendix
Energy Savings Master Plan, Partnering for Sustainability
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Overview of Duke Energy’sEnergy Savings Master Plan Program
Energy Savings Master Plan, Partnering for Sustainability
Why Start with Energy?
• Energy is largest subset of a building’s
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environmental footprint
• Energy efficiency provides financial returns
• Use energy savings to implement other greenfeatures
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Energy AssessmentsEnergy Assessments Offerings• Online assessment – free, self-service
• available through the Business Services Newsline
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• “Facility Assessment Wizard” provides recommendations tailored toyour business or industry
• Off-site assessment – no charge
• a phone-based interview, typically one to two hours, is conducted with thecustomer by an assessor
• On-Site Assessment – shared cost
• the report is presented to the customer for review, and a live meeting or face-to-face meeting is scheduled to step through the results
• customers can recover their portion of the costs dollar-for-dollar when they
use Smart $aver incentives (i.e., for every dollar of incentive they are eligiblefor, they will receive two dollars up to the cost of the assessment)Note: Customer costs for on-site assessments are based on Duke Energy paying for approximately 50 percent of the total cost – varies butapproximately $6,000 plus $1,200 per additional day
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Energy AssessmentsWhat is Included in the Off-Site Assessment Report?• Recommendations in three categories:
• Excellent – energy savings indicate the payback is less than 3
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years; and if Duke Energy Smart $aver Incentives are received, thepayback may be reduced to within 2 years.
• Good – a 3 to 6 year payback is likely; and if Duke Energy Smart$aver incentives are received, the payback may be reduced to within2 to 4 years.
• Fair – energy savings indicate that payback is greater than 6 yearsand may warrant further investigation. Non-energy benefits, such asincreased production, improved reliability and reduced maintenance
costs, along with Duke Energy Smart $aver incentives may makerecommendations worth pursuing.
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Energy AssessmentsWhat Is Included in the On-site Assessment Report?
• The report includes an extensive executive summary of
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recommendations and supporting information, including:• Energy conservation measures – describes each opportunity
• Implementation costs – estimates equipment and labor requirements
• Smart $aver incentives – Prescriptive and Custom Incentives• Annual energy savings – estimates project’s utility bill savings
• Financial metric – simple payback or internal rate of return
• The report will also identify demand response opportunities andsavings from participating in PowerShare® if applicable.
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What Are They?
Smart $aver ®
Incentive/Rebate Programs
– =
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• They provide incentives/rebates to Duke Energy nonresidential electric customers tohelp buy down the incremental cost difference between the standard and higher efficiency equipment
• Incentives available for new construction, retrofit, and replacing failed equipment
• Two components of the program:
• Prescriptive
• Custom
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Smart $aver ®
Incentive Programs – PrescriptivePrescriptive Incentives
• Predetermined
T h l i
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• Technologies• Requirements
• Listed on each application
• Incentives• < 50 percent of the incremental cost difference
• Measures must be installed and operable
• Measures that do not qualify for prescriptive incentives may qualifyfor custom incentives
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Smart $aver ® Incentive Programs – PrescriptiveFive Technology Groups
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Lighting
HVAC (cooling)
•includes thermalstorage, chillers
Motors / Pumps /Variable Frequency Drives
Food Services equipment
Process Equipment
Over 250 incentive possibilities
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Prescriptive Incentive Program
Items Equipment IncentiveSavings
kW kWh
1 600 CLF b lb $3 200 80 284 800
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1,600 CLF bulbs $3,200 80 284,800
73 F32T8 fixtures $485 2.3 11,169
11 Motors $635 .12 4,488
4 Rooftop AC units $3,825 N/A 9,472
8 VFDs $2,200 N/A 244,840
171 CFL bulbs $342 8.55 30,438
240 LED Exit signs $2,880 8.64 37,920
Energy Savings Master Plan, Partnering for Sustainability
Smart $aver ® Incentive Programs – CustomCustom Incentive Process
Step 1
1. Duke Energy receivesCustom Incentive application
2 Customer notified if there is
Step 2
1. Customer accepts Incentive
2 Pre installation verificationb t d
Step 3
1. Duke Energy contactsCustomer regardingMeasurement & Verification
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2. Customer notified if there ismissing information
3. Technical review of theproject
4. Additional information may
be requested5. Preliminary Incentive
calculated
2. Pre-installation verificationmay be requested3. Installation commences4. Customer notifies Duke
Energy that installation iscomplete, submits receipts
5. Duke Energy issuesIncentive payment
Measurement & Verification2. Independent Third-Party
visits Customer facility toverify installation conformsto the application
3. Temporary meteringequipment may be installedto collect data
Allow at least 1 month
Installation time + 10 days for
payment
Will occur within a few
months after installation
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Smart $aver ®
Incentive Programs – CustomCustom Incentives
• If the list of Prescriptive Incentives does not include your project,
consider submitting a Custom application
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consider submitting a Custom application• Custom Incentives require PRE-APPROVAL. Allow for at least one
month for application review.
•Objective of the incentives is to reduce electrical demand (kW)and/or save electrical energy (kWh)
• Custom Incentives are offered to ensure all cost-effective energyconservation measures are addressed by our incentive program
and give our customers more opportunities to implement thesemeasures
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Smart $aver™ CUSTOM INCENTIVESExamples from approved custom incentive applications – Lighting
• Outdoor LED** replacing HID in parking decks
• Project Cost: $600,000
• Expected Annual Energy Savings: $35 000
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• Expected Annual Energy Savings: $35,000
• Duke Energy Incentive: $30,250
• Complete lighting redesign to install T-8s
(a combination of prescriptive and custom incentives)• Project Cost: $200,000
• Expected Annual Energy Savings: $64,000
• Duke Energy Incentive: $51,000
** Applications for LEDs that are ENERGY STAR qualified or submitted with an independent
test lab report will be considered. LEDs tested in-house or without documentation will not be
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SMART $AVER CUSTOM INCENTIVESExamples from approved custom incentive applications received from
Hospitals – HVAC
• Installation of a VFD on centrifugal chiller
• Project Cost: $70 000
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• Project Cost: $70,000
• Expected Annual Energy Savings: $25,000
• Duke Energy Incentive: $14,000
• Chiller compressor replacement with a more efficient model• Project Cost: $40,000
• Expected Annual Energy Savings: $12,000
• Duke Energy Incentive: $8,000
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Smart $aver™ CUSTOM INCENTIVESExamples from approved custom incentive applications – Energy Management
Systems
• Demand Shifting EMS
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• Demand Shifting EMS• Project Cost: $9,000 average per facility
• Expected Annual Energy Savings: $3,000 per facility
• Duke Energy Incentive: $2,500 per facility
• HVAC & Lighting EMS controls for unoccupied times
• Project Cost: $21,000 per location
• Expected Annual Energy Savings: $1,500 average per location
• Duke Energy Incentive: $1,875 per location (electric heat)
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Smart $aver™ CUSTOM INCENTIVES: Examples• High efficiency equipment for new construction (compared to standard/code)
• Server Virtualization
• Energy efficient roof windows insulation etc
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• Energy-efficient roof, windows, insulation, etc
• Variable Frequency Drive > 50 hp
• Variable speed air compressors
• On-demand ventilation systems
• Energy recovery systems
• Retro-commissioning of
existing buildings
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Smart $aver ®
Incentive ProgramsWhere Does a Customer Go to Get Program Information?
• For all program information, access the applications at www.duke-energy.com.
Choose the state where facility is located, then go to the Large Business tab
1 Click On Energy Efficiency Services
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1. Click On Energy Efficiency Services
2. Select Energy Efficiency Programs
3. Click On Smart Saver Incentives
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Funding Opportunities• Duke Energy Smart $aver Incentives
• http://www.duke-energy.com/south-carolina-large-business/energy-
efficiency/sclb-energy-efficiency-programs asp• http://www duke energy com/north carolina large business/energy
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efficiency/sclb energy efficiency programs.asp• http://www.duke-energy.com/north-carolina-large-business/energy-efficiency/nclb-energy-efficiency-programs.asp
• ARRA Funding
• Dsire Database www.dsireusa.org/incentives• Federal Tax Deductions www.energytaxincentives.org• State and Local Government Funding
www.epa.gov/cleanenergy/energy-programs/state-and-
local/recovery.html
Energy Savings Master Plan, Partnering for Sustainability
Why Do We Offer Demand Response Programs?
For the effect on system peak and improved reliability…
12,000
Duke Energy MW Load Profile Powershare
Event Days
(8/8/07 & 8/9/07)
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Duke Energy’s Energy Efficiency Programs
• Additional questions about PowerShare®?• Call your assigned Account Manager
• Contact the Business Service Center
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• 800-774-1202 (Midwest)
• 800-777-0046 (Carolinas)
• Additional questions about Smart $aver ®
?• Call your assigned Account Manager
• Submit Questions online –
• “E-mail a Question” located on the Duke Energy Smart $aver Web pages
• Contact our energy efficiency call center at 866-380-9580
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Duke Energy’sN th C li
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Duke Energy sNorth CarolinaHeating and Cooling
Equipment Incentive Application
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Duke Energy’sNorth Carolina
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Duke Energy sNorth CarolinaPremium
Motor/Pump/VFDIncentive Application
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Duke Energy’s
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Duke Energy sSouth CarolinaFood Services
Incentive Application
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Duke Energy’sNorth Carolina
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Duke Energy sNorth CarolinaHeating and CoolingEquipment Incentive
Application