Use this section to enter and report the energy savings opportunities resulting from the energy audit. Energy Efficiency Measures (EEM) must be entered as a part of a package, and a package must contain at least one EEM. A package must be identified in one of two recommendation categories: Low Cost and No Cost, and Potential Capital.

This table is used to report energy savings, cost savings, and incentives for EEMs, and will display calculated payback and ROI values for each EEM and package. More financial analysis performed on the entered data will be shown in the DC BEPS Template – Energy Savings Opportunities Summary tab.

Package Guidance

All EEMs must be assigned to a package. To create a new package, write in the Package Name, select the Recommendation Category from the drop-down menu, and press the green “Add” button to add it to the table. Once a package is added, populate the first row of the package with information about the first measure in the package. Additional measures may be added to the same package by selecting the blue “Add Measure” button under the Package Name in the table. Complete package and measure entries by completing inputs outlined in the sections below.

Note: If a package includes multiple EEMs, the values entered must consider the interactive effects of the measures within it. For example, a package that includes both an envelope measure and a heating/cooling plant measure should estimate how reduced space conditioning loads and required input power will reduce the expected savings from either measure considered alone. 

Measure Category, Measure Name, and Measure Description 

Select system and measure categories from the drop-down menu lists.

Selected Measure Category will populate lists of associated EEMs to select from in the Measure Name drop down menu. Select an appropriate EEM from among the list of actions required for implementation. Provide a description of the existing conditions that provide background for understanding the basis for each recommended measure as necessary, in the Measure Description text field. If an EEM requires further explanation, auditors may upload supporting documentation when submitting to city or include it in the Additional Comments box in the Audit Details section of the Contact Information and Audit Details tab.

Auditors must indicate whether the annual energy and cost savings for each measure were identified manually via spreadsheet calculations or with an energy modeling software by selecting from the Modeling/Calculation Approach drop down menu. Auditors must upload the spreadsheet or energy modeling input and output for each EEM when submitting to the city.

Retro-commissioning (RCx) Measures

Auditors entering each measure will need to select if it is an RCx measure (Yes/No). Any items that are selected as RCx measures will be summarized as Retro-commissioning Measures in the Energy Savings Opportunities section. RCx activities shall not comprise more than 5 to 8% of the total Site EUI savings target depending on whether one or both types of RCx assessments were conducted and reported as part of the Preliminary Retro-commissioning report.

Annual Energy and Cost Savings

Auditors must enter the following data calculated in accordance with Level 2 audit procedures per ASHRAE Standard 211. Auditors must upload spreadsheets and/or modeling reports demonstrating the same annual value when submitting to the city.

Total Cost Savings - Enter the estimated annual cost savings that would be realized if this measure were implemented.

Energy Savings by Energy Source – Energy savings for each measure needs to be identified for each energy supply source that is affected by the measure. Input fields will be available for each of the Energy Types selected on the Available Energy Supply Sources screen. Enter the estimated energy savings for this energy source that would be realized if this package were implemented. If a measure would not be expected to see savings for a particular energy type, enter a value of 0. If a measure is expected to increase consumption of a particular energy type (e.g., electrification causing an increase in total electricity use), enter the increase as a negative energy savings value.

On-Site Generated Savings - Enter a value that would reflect the estimated savings that would occur for energy used from a existing on-site renewable energy supply source, if the selected Measure is implemented. An entry in this field would be relevant only if generated energy is not exported and is used exclusively onsite. Enter ‘0’ if net metering incentives are in place.

Peak Demand Savings - Enter a value here in kW that would reflect the estimated savings that would occur during a period of peak demand if the selected Measure were implemented.

Payback with Incentive 

Provide a summary of the implementation cost for each measure. Enter one input per measure for the following: measure cost, potential incentives (in dollars), measure life (years), and discount rate (fraction). The potential incentives should include the available utility, tax, or other incentives applicable to each measure. Discount Rate is entered as a fraction and should be based on the building owner’s criteria (0.025 ---or 2.5% ---is the default that can be used if the owner doesn’t provide an alternative).

Terms and Definitions

The following definitions for content appearing in this section have been referenced from Standard 211:

energy efficiency measure (EEM): an action taken in the operation or equipment in a building that reduces energy use of the building while maintaining or enhancing the building’s safety, comfort, and functionality; also referred to as “energy conservation measure” (ECM).

interactive effect: the change in resultant energy savings estimates or actual energy savings due to analyzing or implementing multiple EEMs that impact one another.

Low Cost/ No Cost measures: Low cost/no cost measures are those that can be implemented within the O&M budget for the facility, where such exists.

practical measure: an EEM that is determined to be technically feasible.

recommended measure: a practical measure that has been vetted for interactive effects with other practical measures and determined by the qualified energy auditor to provide net benefit to the building ownership. Life-cycle Cost Analysis (LCCA) may be used as the methodology to filter Practical Measures to Recommended Measures.

simple payback: estimated initial EEM cost divided by the EEM first-year calculated cost savings. Both savings and costs are in dollars ($) or other consistent monetary units, and the simple payback is expressed in years.

simple return on investment (simple ROI): the EEM first-year calculated cost savings divided by estimated initial EEM cost. Both savings and costs are in dollars ($) or other consistent monetary units.