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>> Kurmit Rockwell: Welcome to FEMP training on the Climate Smart Building Initiative tool.

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Next slide please. 

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I'm Kurmit Rockwell with the Federal Energy Management Program and this training is a collaboration between the three national labs you see on the screen. We'll be starting off in order starting with Christine Walker, all the way through John Shonder.

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Next slide.

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So, we'll be covering why we created this tool and how it seamlessly integrates with the data you received from the Council on Environmental Quality. And then we'll get a live demo of the tool as well as how to use eProject Builder with data used in the tool. And then we'll end up with some other considerations. And then lastly, how do you get additional help with this tool from Federal Project Executives and other resources.

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Next slide please.

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So this tool was created to help you fill out the tables that are in front of you and these are located in the Appendix D of the Net Zero emission building Strategic Plan for fiscal year 2024. 

The Council on Environmental Quality also provided you with a workbook with the data specifically for your agency. 

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And so our tool you'll see was developed to help you estimate the annual energy savings, investment dollars and the scope 1 and scope 2 emission reductions for your projects.

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We'll also give you some guidance on how to estimate the number of performance contracts that result from this data. 

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And then agencies will use the data they input to help them come up with the progress, milestones, and metrics in the top table.

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I'm going to turn it over to Christine Walker.

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>> Christine Walker: Next slide.

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Thanks, Kurmit.

As Kurmit mentioned, the goal of the Federal Energy Management Program Climate Smart Building Initiative tool is to offer a method for agencies to estimate the potential energy savings, emission reductions and potential performance contracting investment values across an agency's portfolio.

This team has developed a tool in the form of an Excel based workbook where the agency can cut and paste the covered facility data, provided by the Council on Environmental Quality into the tool and then with a selection of a few items such as agency and the desired method to estimate savings, they can work towards filling out that table that Kurmit just mentioned. 

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It's meant to be an easy way to estimate the project impacts and costs. The tool uses a similar format to the Building Workbook Facility Planning tool provided by the Council on Environmental Quality to Agencies. 

The tool uses 2 main options depending on the amount of Agency data available.

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Method 1 uses the Agency Compliance Tracking System covered facility data or Method 2 uses the covered facility energy usage in native units if that's available for multiple fuel types other than natural gas and electricity, it's recommended to use eProject Builder and as Kurmit mentioned, we'll have an example on that.

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In order to estimate the savings and project investment values, the tool leverages the Department of Energy, Energy Savings Performance Contracting, Indefinite Delivery, Indefinite Quantity Program Data of project awards.

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The output of the tool can help in estimating the annual savings, emission reductions broken out into Scope 1 and Scope 2 emissions and the project investment value. In order to populate the table, however, the agency needs to indicate for each covered facility if the covered facility is under consideration for the Climate Smart Building Initiative and in which fiscal year a performance contract may be awarded.

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As you'll see in the example that will provide using the CSBI Planning tool tab in columns BQ through BW, that's where you enter which facilities are going to have a performance contract, in which year, and that'll auto populate this table on the FY24 Summary Tables tab.

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Initially the number of performance contract awards is just a count of the covered facilities as indicated by the agency. 

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Now it's time for an example using the FEMP CSBI tool.

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>> Matt Joyner: Great, thanks Christine.

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This is the main calculations page for the CSBI planning tool that we've developed. 

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To start, we would recommend each agency pull up their own data set that was provided by CEQ. This here is the example data set that CEQ provided for use to us. 

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So, to start, if this was our agency, we would copy and paste the data from this sheet out of the sheet and into the CSBI planning tool.

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We set up the planning tool so that the data will copy and paste in directly and there shouldn't have to be any modifications to the data from this point.

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Now that data is in, we'll move over to these top 4 rows to fill in a few pieces of information that will allow us to do the calculations.

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First being a dropdown menu in column T, you would select your agency from this list. In our case, we're just going to select the example agency.

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Based on this selection, some agency specific emissions data will auto populate in columns AB and AE. In this case, our example agency has an estimated emissions rate of about 80 kilograms of CO2e per MMBtu consumed, of which 30% is in scope 1 sources and 70% is in scope 2 sources.

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Each agency in this list has their own agency-specific data that will automatically fill into these three cells.

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Next, we want to look at what kind of or what level of energy savings we would expect out of a performance contract.

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If the project is expected to achieve an average amount of energy savings that would be in cell T3, we estimate about a 20% savings for an average contract. For a deep energy retrofit project, we need to see at least 40% savings there.

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If your agency has more specific data based on their own projects, you can modify these cells and it will automatically update throughout the rest of the workbook.

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If the agency wants to be more aggressive, you could increase these numbers you put to predict higher levels of savings. If you want to be more conservative, you can lower these numbers, and have you know, a lower estimated savings.

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Finally, we want to estimate what level of savings we will achieve per dollar invested in the project here in Column AI. 

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So, across the average projects that we've seen at DOE we get about 2,750 BTU saved per dollar invested in an average contract. In the deep energy retrofit contracts are a little bit less at 1,975 BTUs per dollar invested. Again, these can be changed based on the agency's past performance, but these numbers here can be used if more specific data isn't available.

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From there, we will go over to column R and for each facility we'll choose the calculation if we want to do method one or method two, again method one, using only the data that's available in the sheet that CEQ sent. Method two being using more specific agency available data. 

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For demonstration purposes, we'll just go through method one for a couple.

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First here, we'll select for each facility line if we're expecting an average or a deep energy retrofit performance contract, we'll go ahead and select average.

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The expected annual energy savings will automatically calculate here based on the annual energy facility use shown in column M and the level of savings that we established in column T. Using this figure, then estimated scope 1 and scope 2 emissions reductions will automatically calculate in columns AG and AH, and those will be based on the energy savings, the emissions per energy unit, and how that energy is cut between scope one and scope two.

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Finally, the estimated project investment, we'll calculate here based on the metrics that we fit in column AI.

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You can set a couple more just to demonstrate again, that if you select average and method one, every other piece of information will automatically populate in these cells. If we want to look at method 2, that's going to require inputting agency-specific data, which we've got prefilled in here.

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So in this case, we know the energy use in columns U and V, the electricity use and the natural gas use for these two facilities.

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The energy savings is automatically calculated here in columns Y and Z based on the average 20% contract. If you're in a position where you have expected energy savings already, if a project is in development, say from an investment grade audit, you can input those numbers directly into the sheet here in Y and Z and it should still work totally fine.

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The eGRID sub-region will automatically populate in the cell per line based on the zip code for the facility shown in column J, and then we'll calculate the kilograms of CO2e reductions based on these numbers.

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For scope one, those will be based on the EIA standard emission rates per fuel source, and for scope two that'll be for the eGRID emissions rates per eGRID sub-region.

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Again, these figures will automatically populate into columns AG and AH. 

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And then when you move over into selecting these projects for Performance contracts in columns BR through BX, those figures will automatically populate in the FY24 Summary Tables tab based on which projects are selected as Yes.

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So now we should see the sum of these two facilities in these tables here. 

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So we have two there and a combination of all of the energy savings, the investment value in the scope one and scope 2 emissions reductions that we would expect to see from these two facilities.

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And Christine, I'll pass it back off to you. Thanks. 

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>> Christine Walker: Great. Thanks, Matt. So now what happens. You saw Matt, walk through an example where you had electricity savings and natural gas.

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So what happens if your agency has other fuel types? It's really an opportunity to use eProject Builder. 

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So a little bit of background information about eProject builder. It is a free tool that's maintained by the Lawrence Berkeley National Lab for the Department of Energy.

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You can see the website eprojectbuilder.lbl.gov. And if you go up to the help/ documentation and go down to the Excel templates, you can download the calculating template from there.

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 eProject builder is great when you have multiple energy types. So beyond electric energy and natural gas, it allows for coal, diesel, gasoline, heating oil, jet fuel, purchased steam, purchased chilled water, propane, and another category for sort of catchall for anything else. 

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As Matt mentioned, if you're working on a performance contract project that may be in development, the utility or energy services contractor may help provide that energy savings by type.

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So before I bring up the eProject Builder Excel template, just a quick overview of the schedules, the task order schedules that we're going to be looking at for doing this calculation.

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We're going to be looking at the annual escalation rates. That's where we're going to be setting the other fuel types. We're going to go into the implementation price just to put in our facility ID so we can keep track of it. 

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Then we're going to go to tab 4 where we put in our estimated energy savings. And that's going to be important because that's going to populate into schedule 4G where we put in the e-GRID sub-region that Matt showed you where it was on the tool, input that and that'll calculate the scope one and scope 2 emissions.

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So here's a quick preview of the schedule 4G, you can see where you choose the eGRID region that is determining the greenhouse gas emissions for electricity. Again, if you have natural gas as you know that we can calculate as well and then the flexible for other savings type one and other savings type 2.

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That's really where eProject builder can be useful for when filling out these tables. And then on the far right you can see where it's going to provide the annual scope one reductions, annual scope 2 reductions and then the total reductions.

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So now time for an example with eProject Builder. 

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So Matt showed us this example where we had these three facilities. Right now, they're using electricity and natural gas savings. We're going to change those natural gas MMBtu to another savings type. 

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So my first step is I'm going to bring over the eProject Builder spreadsheet. 

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We're going to say that our first savings type is jet fuel and then maybe we have another one that's purchased chilled water. So that's what we're setting what those other two fuel types are.

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I mentioned going to the Tab 2, so we're going to do that to copy and paste the facility ID, so again we can keep track of which facilities it is that we're working with. That'll help as we step through this.

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That's all we need to do on Schedule 2A. Now if we go to Schedule 4, we can see some information has been populated that's that same values from the electricity use that Matt had. And then for the natural gas, we're going to move those over and we're going to say we have 144 MMBtu of jet fuel.

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We're going to say that we have the 4164 of chilled water and then we're going to say that we have 837 of jet fuel.

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So that's we're putting those values, making sure to put them under the MMBTU per year in the eProject Builder schedules. 

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Going back quickly to our tool, we can see we have the WECC Southwest, RFC West and SERC Virginia. So that's already been calculated based on that zip code as Matt mentioned.

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So if we go to our schedule 4G, you can see we've popped in, we've pulled this pulled down menu.

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We've selected WECC Southwest, RFC West and SERC Virginia, Carolina for those values.

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That's the only thing we need to input on the schedule 4G. Now if we scroll over to the right, you can see it has automatically calculated our scope one and scope 2 emission reductions.

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So chilled water, that's a scope 2 and then we have the electric savings. So that's there's going to be no Scope one reductions with that particular facility, but all of it's in scope 2 reductions.

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So now for the tool, we are simply going to copy and paste these values, and then we're going to go back to our tool. And if we scroll over, we're going to paste these values here and it's going to automatically convert it to the metric tons of CO2e and then we've successfully used our eProject Builder tool with our other savings types. 

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We should move these over to say hey we had other fuel types here, and then it has now again updated the summary table.

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So now we're going to turn over to Michael for talking about considerations on determining the number of performance contract awards by fiscal year for the building workbook.

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>> Michael Mungal: Thanks, Christine. Yes, next slide.

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So this is an example of some guidance that we can provide agencies on estimating the number of performance contracts that could be let out with regards to the selections you made in your CSBI tool.

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So, as Matt indicated that columns BR through BX, you input the potential facilities that can move forward with a performance contract that you selected. An example of this approach is we have an example for FY24, the agency selected 15 covered facilities based off of their portfolio and from those 15 covered facilities, that included about 100 buildings, spread across, some campus type facilities within those 15 covered facilities identified.

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So from this example it indicates that the 15 covered facility site locations kind of spread across nine different states.

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So looking at your selected covered facilities, you can try to bundle these projects into a more manageable size amount of performance contracts.

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So based out of those 15 facilities you can see that they were located in nine different states.

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So we grouped from those nine different states, we group them into three different regions where we believe that we can bundle these projects into to a potential three performance contracts.

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So you know we, the Federal Project Executives, can help work with the agencies to kind of look at the your spread of facilities, where they're located and look at things like from based on your regional, or how your region's set up, maybe based on your contracting office, how the those service areas are set up so the FPEs can kind of help you navigate you through selecting a number of performance contracts based off of your selections for the different FYs.

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And this is just an example table that shows that.  Next slide, John. Turn it over to you. 

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>> John Shonder: Thanks, Michael.

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All right, so we've shown you how to use the tool to estimate energy savings and greenhouse gas reductions from performance contracting projects and how to fill out the tables in the net-zero emissions building strategic plan workbook.

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But the next step is going to be to put those projects in place so that all those reductions can be achieved.

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We have resources that can help you there as well, in the form of our federal project executives or FPEs. 

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The FPEs have experience developing all types of projects with a variety of federal agencies and they can help you decide the best path for your projects, be it energy savings performance contracts, utility energy service contracts or ENABLE contracts. 

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The FPEs can also help you decide whether to bundle sites together, as Michael was saying, just on the last slide.

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For example, sites in a specific geographic area may lend themselves to a single ESPC contract and sites that are served, for example by the same utility providers could be bundled into a single UESC contract.

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Our federal project executives can help you explore your options. They can also help you take the next step and develop a Notice of Opportunity for an Energy Savings Performance contract, or a letter of interest for a utility energy service contract.

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The FPEs can also help you select energy conservation measures to include in the notice of opportunity or the letter of interest. 

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And that includes looking at the potential for electrification and other decarbonization measures.

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Let's go to the next slide.

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So here we have contact information. For the multi-national lab team that put this project together to put the tool together, Christine Walker from Pacific Northwest National Lab, Matt Joyner from the National Renewable Energy Lab, myself, John Shonder from Oak Ridge National Lab, and Liz Stewart from Lawrence Berkeley National Lab.

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On the right, we have contact information for our federal project executives Scott Wolf, who works in the Western region.

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Tom Hattery, who can help you in the Northeast region, and Michael Mungal, who's been speaking today, who's available to help agencies in any region of the country.

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Last but not least, Kurmit Rockwell, the FEMP ESPC program manager who's also available to answer questions. 

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So thank you everyone.