NYSERDA Multifamily Performance Program Introduction to the Benchmark Tool & Energy Reduction Plan Tables NYSERDA‟s Multifamily Performance Benchmarking Tool & Energy Reduction Plan Tables Workbook calculates a project‟s energy reduction target and the total incentives available through this program. In addition, this workbook includes all of the necessary Tables for the Energy Reduction Plan. Starting with the Benchmarking Tool tab, enter the energy use information for the project. Detailed instructions on how to do this can be found on the Instructions tab. Once completed, the Benchmarking Tool tab will show how the energy use of your building ranks against similar buildings nationwide. If the building is directly metered you must use the Direct Metering Assistant tabs to estimate the total building electricity and/or natural gas use. After the project has been benchmarked, proceed to the Initial Benchmark Report tab to calculate the total incentives available from NYSERDA. At the top of the worksheet, select whether the project is Affordable Housing or Market-Rate Housing. Once this is done, the total Performance Incentives available from NYSERDA are calculated for you. If you scroll down, you can see how the Energy Reduction Target is determined as well as how the four parts of the Performance Incentives are calculated. If you are interested in pursuing any of the Special Incentives for Advanced Measures, scroll down further and enter the requested information into the blue cells. The Workbook does not cover the following two optional incentives: the ENERGY $MART Loan Fund and the Green Affordable Housing Incentives. If you are interested in either of these optional incentives, please visit www.GetEnergySmart.org. There are ten tabs which include Tables that are required components of the Energy Reduction Plan document. Where possible, data from the Benchmarking Tool is linked into these tables. In addition, the tables include the necessary formulas for calculating the financial and other summary statistics. Tables including measure-level data will need to be modified for each unique project by adding rows and updating links, as necessary.
Multifamily Building Benchmarking Tool Instructions
A. Building Description 1. Start on the „Benchmarking Tool‟ tab. 2. Enter Building Name. 3. Enter Zip Code. If you do not know it, go to the „Zip Code Finder‟ tab and enter the Location in the form “City Name, NY.” Press enter and the zip code will appear. 4. Once the Zip Code is entered on the „Benchmarking Tool' tab, typical annual HDD and CDD data for your area will appear. These typical figures can be used to get approximate benchmarking results. For your actual benchmarking results, you must insert the actual HDD and CDD data to match the billing period for your project's utility data. Daily weather temperature data for five cities in New York can be downloaded at http://www.engr.udayton.edu/weather/citylistUS.htm. 5. Enter Gross Building Floor Area and the total Number of Units in the building. If there are multiple buildings participating in the program, enter the total floor area and number of units for all buildings. If vacancy rates are believed to be an issue, please enter all building and utility data without adjustments. Any necessary adjustments for occupancy issues will be addressed during the Enter the Percent of the Units with Washer/Dryer Hookups. This is determined by counting the number of units that have 6. post-retrofit Benchmarking. plumbing and wiring for washers and dryers regardless of whether or not the units actually have washers or dryers. Divide this by the total number of units. If there is centralized laundry or no laundry, enter 0. For projects that include multiple buildings, the percent of units with washers/dryer hookups must be calculated using the total number of units with and without hook-ups in the entire complex. 7. Enter the Percent of the Gross Floor Area that is Heated and the Percent that is Cooled. Heated spaces are apartment and common area spaces within the building that are heated by the building‟s heating system. Similarly, cooled spaces are apartment and common area spaces within the building that are cooled by the building‟s cooling system. B. Annual Consumption and Costs Pre-Retrofit 1. Enter the total annual consumption of electricity, natural gas, and fuel oil directly from utility bills. If your building does not use a certain type of energy, leave that cell blank. Be sure to select the correct units from the drop down menus above the energy consumption cells. If the project has multiple buildings, include the total annual consumption for all buildings. 2. Be sure to include all fuel consumption in the Tool, including apartment-level cooking gas. 3. For buildings with directly metered electricity or gas, you must use the approach described on the Direct Metering Assistant tab to estimate total consumption for the building based on a 10% sample of apartments. 4. Enter the total annual cost of electricity, natural gas, and fuel oil. 5. Enter the number of building structures in your apartment complex (If there is only one building, enter one). C. Results Pre-Retrofit 1. The results panel contains comparisons of „Your Building‟ to the „HUD Average‟ (Housing and Urban Development national data). 2. The „Score Against Peers‟ shows the ranking of your building compared to other buildings in the benchmarking database. For example, if your building‟s score is a 65, then your building‟s energy performance ranks higher than 65% of the buildings in the benchmarking database. The „Score Against Peers‟ is used to calculate some of the program incentives available for your building. D. Design Assistant In the Design Assistant section, enter the result of subtracting the modeled savings estimate for each fuel from pre-retrofit consumption values. The Design Assistant is used during the processes of creating the Energy Reduction Plan in order to see if the proposed measures will meet the Projected Percent Source Energy Reduction target. It is very important to appropriately true-up your TREAT model to pre-retrofit billing data per the Energy Reduction Plan Guidelines - Section 3. Design Assistant can also be used in developoing the Phase Metrics tab for projects that will be phased over 2 or 3 years. E. Annual Consumption and Costs Post-Retrofit Once the project is complete, enter the post retrofit energy use data into the post-retrofit area of the annual consumption and costs panel. F. Results Post-Retrofit
Once the project is complete, the post-retrofit area of the results panel will display the building‟s achieved benchmarking score, post retrofit source energy use, and weather-normalized percent source energy use reduction after retrofit.
NYSERDA Multi-Family Building Performance Benchmarking Tool - Ver. 1.1
The NYSERDA Multi-Family Building Energy Use Benchmarking Tool quantifies the projected performance of a user -defined building relative to all HUD 5-plus unit multi-family residential buildings nationwide. A score of 75 denotes performance at the top 25th percentile of 5 -plus unit multi-family buildings. A score of 50 denotes performance at the 50th percentile (the mid-point). To use this tool, you will need to calculate your building's annual energy consumption. Provide en tries for your building in the "white cells" below. Click on underlined headings for help.
Building(s) Description
Building Name:
5-digit Zip Code: Mapping Location: #N/A
Not Sure?
Weather Description
"optional entry" Annual HDD: Annual CDD:
Typical
#N/A #N/A
Pre-Retrofit
Post-Retrofit
Entire Building Gross Floor Area (sqft)
Number of Family Units
Percent of Units with Laundry Hookups
Percent of Gross Floor Area Heated
Percent of Gross Floor Area Cooled
1549
Annual Energy Consumptions and Costs ----Pre-Retrofit
Electricity Units: Energy Cost ($) No. of buildings
MMBtu
IMPORTANT: Annual entries should correspond to the same time period as the pre-/post-retrofit annual consumptions reported below. Pre- or post-retrofit values must be provided to score your building.
IMPORTANT: Entries should represent 12 continuous months of consumption
Post-Retrofit
District Steam
kLbs
Natl Gas
MMBtu
Fuel Oil
Gal #2
Electricity
kWh
Natl Gas
MMBtu
Fuel Oil
Gal #2 Gal #2
District Steam
kLbs
IMPORTANT: Number of buildings represented by the reported energy use values above should always be equal for all reported fuels. Calculated unit cost: $/unit $/unit $/unit $/unit $/unit $/unit $/unit $/unit
Results
Score Against Peers
Pre-Retrofit
Your Building Average 50
NA
Post-Retrofit
Your Building Average 50
NA
Building Site Energy Use (MMBtu/year) Building Source Energy Use (MMBtu/year) Site Energy Use Intensity (kBtu/ft2-year) Source Energy Use Intensity (kBtu/ft2-year) #DIV/0! #DIV/0!
#NUM!
NA
#NUM! #DIV/0! #DIV/0!
NA
#NUM!
#NUM!
Weather-normalized Percent Source Energy Use Reduction After Retrofit
Design Assistant
Units: Energy
Projected Annual Energy Consumption
Electricity
MMBtu
Natl Gas
MMBtu
Fuel Oil
Gal #2
District Steam
kLbs
Projected Percent Source Energy Reduction Projected Score Against Peers
Projected Building Site Energy Use (MMBtu/year) Projected Building Source Energy Use (MMBtu/year) Projected Site Energy Use Intensity (kBtu/ft2-year) Projected Source Energy Use Intensity (kBtu/ft2-year) #DIV/0! #DIV/0!
NYSERDA's Multi-Family Performance Program Performance Target and Incentive Summary Report Benchmarking Tool - Version 1.1
0
NYSERDA Multifamily Performance Program Initial Benchmark Report
Benchmark Score and Incentive Summary Total Apartment Units 0 Initial Benchmark Score Energy Reduction Target % Energy Reduction Target Source Energy (MMBtu/year) Incentive Summary Performance Incentives Incentive #1: Energy Reduction Plan Addendum Incentive #1: Multiple Energy Audits (enter data in rows 54 & 55) Incentive #2: At 50% Construction Completion Incentive #3: At Construction Substantial Completion Incentive #4: Energy Performance (at 20% achieved reduction) Special Incentives for Advanced Measures: Advanced Metering Equipment Combined Heat and Power (CHP) System Building Operator Training & Certification Owner's Manual Photovoltaic (PV) Systems TOTAL INCENTIVE Performance Incentives Energy Reduction Target 0 Reduction Target Source Energy (MMBtu/year) 0 MMBtu reduction target 20% 20% 20% 20% Energy Reduction Target #N/A Reduction Target Source Energy (MMBtu/year) #N/A $0 $0 $0 $0 $0 $0 $0 0 is Please Make Selection #N/A #N/A #N/A
Energy Reduction Target
Score #N/A quartile 1st 2nd 3rd 4th
Quartile #N/A score range <= 25 26 to 50 51 to 75 >75
#N/A
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NYSERDA's Multi-Family Performance Program Performance Target and Incentive Summary Report Benchmarking Tool - Version 1.1
INCENTIVE #1: Energy Reduction Plan INCENTIVE #1: Energy Reduction Plan INCENTIVE #1 for 0 not including Special Incentives #VALUE! Affordable Housing $5,000 $10,000 $20 Market-Rate Housing $2,500 $5,000 $10
up to 30 units Base Incentive 31 units and over Additional Incentive per unit for projects over 100 units
ADDENDUM INCENTIVE #1: Additional Energy Assessments
ADDENDUM INCENTIVE #1: Additional Energy Assessments Enter total number of Additional Assessments that represent ≥ 15 units. Enter total Number of Units in Additional Assessments < 15 units.
ADDENDUM INCENTIVE #1 not including INCENTIVE #1 $0 Affordable Housing Additional Incentive per assessment representing ≥ 15 units Additional Incentive per unit for assessments representing <15 units $3,750 $250 Market-Rate Housing $1,875 $125
INCENTIVE #2: At 50% Construction Completion
INCENTIVE #2: At 50% Construction Completion INCENTIVE #2 for 0 #VALUE! Affordable Housing $800 Market-Rate Housing $300
Incentive per unit
INCENTIVE #3: At Construction Substantial Completion
INCENTIVE #3: At Construction Substantial Completion INCENTIVE #3 for 0 #VALUE! Affordable Housing $400 Market-Rate Housing $300
Incentive per unit INCENTIVE #4: Energy Performance
INCENTIVE #4: Energy Performance
Achieved % Reduction in Building Source Energy (default 20%) INCENTIVE #4 for 0 #N/A
20%
quartile 1st 2nd 3rd 4th
score range <= 25 26 to 50 51 to 75 >75
reduction target 20% 20% 20% 20%
for every percentage point beyond the reduction target add:
Affordable Market-Rate Housing Housing incentive per unit $400 $200 $375 $175 $350 $150 $325 $125 $40 $20
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NYSERDA's Multi-Family Performance Program Performance Target and Incentive Summary Report Benchmarking Tool - Version 1.1
Special Incentives for Advanced Measures Advanced Metering Equipment Cost of Resident Education and Regulatory Assistance (default $3,500) Resident Education and Regulatory Assistance Incentive SPECIAL INCENTIVE: Advanced Metering Equipment Total cost of the Advanced Metering System (default: $500 per apartment) Number of Advanced Master Meters to be Installed (default: 1 per building) Combined Advanced Submeter and Master Meter Incentives Advanced Metering Equipment Incentive for 0 $0 Affordable Housing $3,500
2
$0
$0
Ed. & Reg. Assistance Incentive (per project)
1
Market-Rate Housing $2,000 $150 $1,500
Advanced Submeter Incentive (per apartment) Advanced Master Meter Incentive (per m. m.)
1 2
$200 $2,000
2
Incentive will not exceed 100% of cost for services. Combined incentive not to exceed 50% of total cost.
SPECIAL INCENTIVE: Combined Heat & Power (CHP) System
Combined Heat and Power (CHP) System kW of CHP system Combined Heat and Power (CHP) System Incentive for 0 $0 Affordable Housing $1,000 Market-Rate Housing $750
CHP System Incentive (per kW)
SPECIAL INCENTIVE: Building Operator Training & Certification
Building Operator Training & Certification Number of Building Operator Training & Certification Attendees Cost per Attendee (default $2,000) Building Operator Training & Certification Incentive for 0 $0 Affordable Housing $1,500 75% Market-Rate Housing $1,000 50% $1,500
Bldg Operator Training & Cert. Incentive (per attendee) Maximum Incentive as Percent of Total Cost Owner's Manual Incentive Is an Owner's Manual available for the owner and staff?
SPECIAL INCENTIVE: Owner's Manual
Please Make Selection
Owner's Manual Incentive for 0 $0 Affordable $1,000 $500 Market-Rate $750 $500
Owner's Manual Incentive with BOT&C Owner's Manual Incentive without BOT&C Photovoltaic (PV) Systems The Photovoltaic System is Total kW of the Photovoltaic System
SPECIAL INCENTIVE: Photovoltaic (PV) Systems
Please Make Selection
Photovoltaic (PV) Systems Incentive for 0 $0 Building Not Building Integrated Integrated First 25 kW (per watt) $4.50 $4.00 Next 25 kW (per watt) $3.50 $3.00 PV systems with over 50 kW are not Eligible under this program
Version 1.1
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Direct Metering Assistant - Electricity
The Direct Metering Assistant helps you estimate the electricity use for a directly metered building based on a sample of apartments. 10% of each type of apartment should be sampled. Apartments are considered of the same type if they have the same number of bedrooms and similar square footage. For example, different apartment types in your building could be: studio, 1-bedroom, 1-bedroom with den, 2-bedroom. In the example below, F, K, A, E are one type, G, J, B, D are a second type, and C, H are a third type. The 10% sample for this example building should include 10% of the type one apartments, 10% of the type two apartments, and 10% of the type three apartments.
Identify Apartment Types Describe the types of apartments in your building using the spaces below. Insert rows as needed. The description of the type 1 apts for the above example building would be "Type 1 apts. = Floor Plans F,K,A,E" Type 1 apts. = Type 2 apts. = Type 3 apts. = Type 4 apts. = Type 5 apts. = Calculate 10% Sample of each Apartments Type A 10% sample of each apartment type is needed. Enter the number of apartments of each type on the left. The number of apartments of each type that need to be sampled is calculated on the right. Insert extra rows as needed. Apartments = Total # of type 1 apts. = Total # of type 2 apts. = Total # of type 3 apts. = Total # of type 4 apts. = Total # of type 5 apts.
0
Sample Size = 10% sample of type 1 apts. = 10% sample of type 2 apts. = 10% sample of type 3 apts. = 10% sample of type 4 apts. = 10% sample of type 5 apts.
= Total # of apartments. If this is incorrect, you may have missed a type of apartment.
Apartment Electricity Use Information You will now need to collect 12 months of electricity data for your 10% sample of each apartment type. The table above show exactly how many apartments of each type you will need data for. Once you have collected your data, sum the annual electricity use for all apartments of each type. Total Annual Electricity Use
kWh = total annual electricity use for kWh = total annual electricity use for kWh = total annual electricity use for kWh = total annual electricity use for kWh = total annual electricity use for Estimated Total Apartment Electricity Use
sample size Total Annual Electricity Use
apartments of type 1. apartments of type 2. apartments of type 3. apartments of type 4. apartments of type 5.
Average Annual use per unit
Number of Apartments
Estimated Total Annual Use
type 1 type 2 type 3 type 4 type 5
0 kWh = Estimated total annual electricity use for all apartments in the building
Common Area Electricity Use Enter the total annual electricity use of all common areas. kWh = Common area annual electricity use Estimated Whole Building Electricity Use Copy and paste this amount into the Benchmarking Tool.
0 kWh = Estimated whole building annual electricity use
Direct Metering Assistant - Natural Gas
The Direct Metering Assistant helps you estimate the natural gas use for a directly metered building based on a sample of apartments. 10% of each type of apartment should be sampled. Apartments are considered of the same type if they have the same number of bedrooms and similar square footage. For example, different apartment types in your building could be: studio, 1-bedroom, 1-bedroom with den, 2-bedroom. In the example below, F, K, A, E are one type, G, J, B, D are a second type, and C, H are a third type. The 10% sample for this example building should include 10% of the type one apartments, 10% of the type two apartments, and 10% of the type three apartments. Please note that gas use must be accounted for even if it is only for apartment-level cooking.
Identify Apartment Types Describe the types of apartments in your building using the spaces below. Insert rows as needed. The description of the type 1 apts for the above example building would be "Type 1 apts. = Floor Plans F,K,A,E" Type 1 apts. = Type 2 apts. = Type 3 apts. = Type 4 apts. = Type 5 apts. = Calculate 10% Sample of each Apartments Type A 10% sample of each apartment type is needed. Enter the number of apartments of each type on the left. The number of apartments of each type that need to be sampled is calculated on the right. Insert extra rows as needed. Apartments = Total # of type 1 apts. = Total # of type 2 apts. = Total # of type 3 apts. = Total # of type 4 apts. = Total # of type 5 apts.
0
Sample Size = 10% sample of type 1 apts. = 10% sample of type 2 apts. = 10% sample of type 3 apts. = 10% sample of type 4 apts. = 10% sample of type 5 apts.
= Total # of apartments. If this is incorrect, you may have missed a type of apartment.
Apartment Natural Gas Use Information You will now need to collect 12 months of natural gas data for your 10% sample of each apartment type. The table above show exactly how many apartments of each type you will need data for. Once you have collected your data, sum the annual natural gas use for all apartments of each type. Total Annual
Natural Gas Use therms = total annual natural gas use for therms = total annual natural gas use for therms = total annual natural gas use for therms = total annual natural gas use for therms = total annual natural gas use for Estimated Total Apartment Natural Gas Use
sample size Total Annual Natural gas Use
apartments of type 1. apartments of type 2. apartments of type 3. apartments of type 4. apartments of type 5.
Average Annual use per unit
Number of Apartments
Estimated Total Annual Use
type 1 type 2 type 3 type 4 type 5
0 therms = Estimated total annual natural gas use for all apartments in the building
Common Area Natural Gas Use Enter the total annual natural gas use of all common areas. therms = Common area annual natural gas use Estimated Whole Building Natural Gas Use Copy and paste this amount into the Benchmarking Tool.
0 therms = Estimated whole building annual natural gas use
Multifamily Building Benchmarking Tool Instructions
The following tabs contain tables that will assist you in determining whether the set of measures selected from your comprehensive Note that throughout these tabs, common information from cells are linked and should automatically update. Any cells shaded in A. Benchmarking Table 1. Begin by confirming that the information in the Benchmarking Table matches what you entered into the Benchmarking Tool. Note that if you entered your energy in either kWh, therms, gallons, or klbs, you need to convert these numbers into MMBtu for the Benchmarking Table. B. Detailed Measures 1. You may need to add rows to this table in order to accommodate all of the recommended measures in your workscope. The yellow shaded cells should not be deleted or have information entered into them and they should always be at the bottom of each section. 2. Enter all of the indicated information in the blue cells for each measure in your workscope. 3. The total metrics will automatically calculate for your workscope. 4. Once you've entered all of the recommended measures from your workscope, move to the Design Assistant section of the Benchmarking Tool and determine whether your workscope achieves or exceeds the 20% performance target. You'll need to enter the post-retrofit fuel consumption by fuel type (if your project uses more than one fuel source) according to the results of your TREAT model. 5. If the Design Assistant indicates that your workscope will achieve or exceed the 20% performance target, proceed to the next section. If your workscope does not achieve the 20% target, you'll need to add measures to your workscope until you achieve the 20% target. C. Phase Metrics Annual Consumption and Costs Pre-Retrofit 1. If you do not need to install your workscope in phases, skip to the next section. 2. Workscopes may, if necessary, be installed in up to three (3) one-year phases. Each phase must be installed within one year. Phased projects are eligible to receive portions of Payments 2, 3, & 4 of their incentive in each phase. The proportion of those payments that can be paid in each phase are related to the proportion of the 20% energy target each phase will achieve. 3. To determine the proportion of the 20% target attributed to the Phase(s), follow the instructions on the Phase Metrics tab. 4. You can then use these proportions applied to the incentives to determine how much of each payment should be paid for each phase. D. Plan Summary Confirm that information in the Plan Summary table is correct. You'll need to enter how many years your project is phased manually as well as any increases in fuel use due to fuel-switching or on-site generation. E. Financing Use this tab to identify all sources of financing to cover the various costs associated with this workscope. Note that the section for the NYSERDA incentive is linked to payments 1, 2, & 3 in the Initial Benchmarking Report tab. If payment 4, which isn't paid until one year after the workscope is installed and the building confirms achievement of the performance target, is going to be used to cover the costs of the workscope, you should include it. Otherwise keep it out of the list. F. Energy Use Variables Confirm that the linked cells are correct and enter data into the remaining blue cells.
Benchmarking Results and Performance Target
Project's Total Annual Energy Consumption (MMBtu/yr) Project's Annual Electricity Consumption (MMBtu/yr) Project's Annual GAS Consumption (MMBtu/yr) Project's Annual OIL Consumption (MMBtu/yr) Project's Annual STEAM Consumption (MMBtu/yr) Entire Building Gross Floor Area Actual Annual Heating Degree Days Actual Annual Cooling Degree Days Typical Annual Heating Degree Days Typical Annual Cooling Degree Days Project's Benchmarking Score Source Energy Use Intensity (kBtu/sf2-year) Project's Performance Target Source Energy Use Intensity Target (kBtu/sf2-yr) Actual 0 0 0 0 0 0 0 0 #N/A #N/A #DIV/0! 20% #DIV/0!
Select From List Natural Gas Oil Steam
<== Note: If consumption in Benchmarking Tool is entered as kWh, you need to manually convert to MMBtu (kWh * 0.003412) <== Note: If consumption in Benchmarking Tool is entered as therms, you need to manually convert to MMBtu (therms * 0.1) <== Note: If consumption in Benchmarking Tool is entered as klbs, you do not need to convert to MMBtu (klbs ~ MMBtu)
<== Note: If consumption in Benchmarking Tool is entered as gallons, you need to manually convert to MMBtu (gallons * 0.1386)
ually convert to MMBtu (kWh * 0.003412)
anually convert to MMBtu (therms * 0.1)
anually convert to MMBtu (gallons * 0.1386)
o convert to MMBtu (klbs ~ MMBtu)
Detailed List of Recommended Measures
Installed Water/ Demand O&M Cost Cost Energy Savings Measure Sewer Payback S.I.R. Savings Savings Savings (incl. Savings design) MMBtu kWh kW 1000 gals $ $ years Measures to be undertaken by buildings - savings accrue to building 1 Measure #1 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 2 Measure #2 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 3 Measure #3 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 4 Measure #4 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 5 Measure #5 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 6 Measure #6 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 7 Measure #7 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 8 Measure #8 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 9 Measure #9 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! 10 Measure #10 $0 0 0 0.0 0.0 $0 $0 #DIV/0! #DIV/0! Measures to be undertaken by buiding - savings accrue to tenants 11 Measure #11 $0 0 0 0.0 12 Measure #12 $0 0 0 0.0 13 Measure #13 $0 0 0 0.0 14 Measure #14 $0 0 0 0.0 15 Measure #15 $0 0 0 0.0 Measures with no energy savings 16 Measure #16 $0 17 Measure #17 $0 18 Measure #18 $0 19 Measure #19 $0 20 Measure #20 $0 Total for Improvements CM Fees Partner Fees TOTALS $0 0 0 0.0 0 $0 $0 $0 Overall project management, all fees associated with specific measures should be noted above. $0 $0 0 0 0.0 $0 0.0 0.0 0.0 0.0 0.0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Discount Rate =
3.0%
Life Cycle Years Savings for LCC $ $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 years 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cost-Weighted Life Calculation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Weighted Life= #DIV/0! years (Used for Summary LCC calculation.)
with specific measures should be noted above.
$0
Phase Metrics
Select PRIMARY fuel source: Select from List Pre-Construction Total Energy (MMBtu/yr) Electricity (MMBtu/yr) Fuel (MMBtu/yr) Source Energy Use Intensity Target Source EUI Difference Performance Target 0 0 0 #DIV/0! #DIV/0! #DIV/0! 20%
Phase I Phase II Savings Post-Construction Savings Post-Construction 0 0 0 0 0 0 <== The savings entered into Phase II 0 0 must be those for the measures in BOT 0.0 0.0 Phase I and Phase II. Phase I Proportion Phase I & II of Target Proportion #DIV/0! #DIV/0! Phase II Proportion #DIV/0!
Phase Metrics Instructions: (1) Enter the savings associated with the set of measures assigned to Phase I in the "Phase I" section of the table. To simplify the data entry and modeling just assign all fuel savings to the project's primary fuel source. (2) Enter the post-construction values into the Design Assistant of the Benchmarking Tool. (3) Enter the resultant Source Energy Use Intensity from the Design Assistant of the Benchmarking Tool into the Phase I section of the table. (4) The proportion of the Performance Target attributed to Phase I will automatically calculate. (5) For 3-phase projects, enter the savings associated with the set of measures assigned to BOTH Phase I and Phase II in the "Phase II" section of the tabl (6) Repeat the steps above using the Design Assistant in the Benchmarking Tool to determine the proportion of the performance target attributed to Phase
Select from List
Natural Gas Oil Steam
savings entered into Phase II hose for the measures in BOTH nd Phase II.
fy the data entry and modeling,
ection of the table.
e "Phase II" section of the table. mance target attributed to Phase II.
Energy Reduction Plan Summary Metrics
Total Investment: Annual Savings:* Summer Peak Demand Reduction: New Gas: $0 $0 0 0 0 0 Payback Period (years): Savings to Investment Ratio: million Btu Net Life Cycle Savings: kWh Discounted at 3.0% over (yrs): kW Project Phased over: million Btu (New purchases for cogen, conversions)
*million Btu figure includes all interactive effects, but excludes gas consumption of proposed cogen or conversions
#DIV/0! #DIV/0! $0 #DIV/0! 1 years
gen, conversions)
d cogen or conversions
Financing Plan
ELIGIBLE USES
Total Costs of Improvements $0 Construction Management Fees $0 Multifamily Performance Partner Fees $0 TOTAL ELIGIBLE USES* $0 *Total Eligible Uses must match the Total Investment amount in the Plan Summary table (Table 2). The project's cost-effectiveness must be based on the total of these Eligible Uses.
SOURCES
Anticipated NYSERDA Grant NYSERDA Adv. Measures Incentive NYSERDA Energy $mart Loan Fund Other NYSERDA program funds Building Reserves Additional debt In-kind contributions Federal funds - source #1 Federal funds - source #2 State funds - source #1 State funds - source #2 Local/utility funds - source #1 Local/utility funds - source #2 Additional funds #1 Additional funds #2 TOTAL SOURCES** **Total Sources must equal Total Eligible Uses. $0 NYSERDA $0 NYSERDA $0 Energy $mart Loan Fund $0 $0 N/A $0 $0 N/A $0 $0 $0 $0 $0 $0 $0 $0 $0
Committed or Requested
Date Available
<=== Currently links to Incentives 1, 2, and 3. Update link to include Incentive #4, as applicable. <=== Include only the portion(s) of the advanced measures incentives that will be used to finance the project.
used to finance the project.
Energy Use Variables
Enter Data in Blue Cells - White Cells are Auto-Filled
Gross Floor Area: Heated % or Heated Floor Area of Building (approximation is sufficient): 0% Cooled % or Cooled Floor Area of Building (approximation is sufficient): 0% Number of Floors: 0 Number of Units: 0 Studio Apts: 0 3-BR Apts: 0 1-BR Apts: 0 4-BR Apts: 0 2-BR Apts: 0 >4-BR Apts: 0 Total Number of Bedrooms: 0 Central Laundry? Y or N Number of Parking Spaces: 0 Elevator in Building? Y or N Row or Townhouse Building with Separate Entrances for each Unit? Y or N i.e. 1-, 2-, or 3-level units butted together with separate outdoor entrances for each unit. Number of Units Served by Central Electric Meter (mastermeter): 0 Does reported use for a central electric meter (mastermeter) include Y or N the electric use of all common area spaces? Number of Units Served by Central Gas Meter: 0 Does reported use for a central gas meter include the gas use of all Y or N common spaces? Number of Units Served by a Central, Fuel Oil-Fired Furnace: 0
Construction Schedule
This chart should be completed with the entire List of Recommended Measures - there is no need to show the phases is phased. # Measure Delivery Method Design Regulatory Agency (from Required? Review Date
Table 3)
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Measure #1 Measure #2 Measure #3 Measure #4 Measure #5 Measure #6 Measure #7 Measure #8 Measure #9 Measure #10 Measure #11 Measure #12 Measure #13 Measure #14 Measure #15 Measure #16 Measure #17 Measure #18 Measure #19 Measure #20
Contracted Bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid Contracted bid
Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N Y or N
Drop-down lists Delivery Method Contracted Bid Preferred Contractor In-house Labor WAP
need to show the phases if the project Estimated Estimated Construction Completion Start Date
Gantt Chart
This chart is simply the graphic representation of the construction schedule. If the project is phased, however, you should create one Gantt Chart for each phase. Measure - Phase I JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV Measure #1 Measure #2 Measure #3 Measure #4 Measure #5 Measure #6 Measure #7 Measure #8 Measure #9 Measure #10 Measure #11 Measure #12 Measure #13 Measure #14 Measure #15 Measure #16 Measure #17 Measure #18 Measure #19 Measure #20
hased, however,
DEC
Multifamily Building Performance Program
Existing Building Component
Payment #2 Worksheet - 50% Complete
Certification
I certify, to the best of my knowledge, that the information presented herein represents an accurate and true description of the Project Work.
(Owner signature) (date)
(Partner signature)
(date)
This project is to be completed in 1 phase(s).
50% Interim Inspection
Date: Field Inspector Name(s): Notes:
Progress To Date
Projected Energy Savings from Energy Reduction Plan
(MMBtu)
Measure
(ECMs linked from Construction Schedule)
Est. Energy % Complete To Date Savings To (see note) Date
(%) (MMBtu)
Scheduled Completion Date
(mm/dd/yyyy)
Summary of Progress
(note progress, change orders, delays)
Measure #1 Measure #2 Measure #3 Measure #4 Measure #5 Measure #6 Measure #7 Measure #8 Measure #9 Measure #10 Measure #11 Measure #12 Measure #13 Measure #14 Measure #15 Measure #16 Measure #17 Measure #18 Measure #19 Measure #20 Total Progress To Date
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 #DIV/0!
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
NOTE: For multiple unit measures such as windows, light fixtures, or CO detectors, determine % complete based on number of units installed. If the measure is a more discrete, unitary measure, such as a boiler or CHP system, determine % complete based on cost paid.
Multifamily Building Performance Program
Existing Buildings Component
Payment #3 Worksheet - Substantial Completion
Certification
I certify, to the best of my knowledge, that the information presented herein represents an accurate and true description of the Project Work.
(Owner signature) (date)
(Partner signature)
(date)
This project is to be completed in 1 phase(s).
Substantial Completion Inspection
Date: Field Inspector Name(s): Notes:
Progress To Date
Projected Energy Savings from % Complete Energy Reduction To Date (see Plan note)
(MMBtu) (%)
Measure
(ECMs linked from Construction Schedule)
Est. Energy Savings To Date
(MMBtu)
Completion Date
(mm/dd/yyyy)
Performance Testing Remaining Punchlist Required? Items
(Y/N) (list)
Notes
Measure #1 Measure #2 Measure #3 Measure #4 Measure #5 Measure #6 Measure #7 Measure #8 Measure #9 Measure #10 Measure #11 Measure #12 Measure #13 Measure #14 Measure #15 Measure #16 Measure #17 Measure #18 Measure #19 Measure #20 Total Progress To Date
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 #DIV/0!
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
NOTE: For multiple unit measures such as windows, light fixtures, or CO detectors, determine % complete based on number of units installed. If the measure is a more discrete, unitary measure, such as a boiler or CHP system, determine % complete based on cost paid.
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Zip Code Locator
To find a 5-digit zip code in your area simply enter in the nearest city or town along with the 2 character state abbreviation ( Boston, MA). Be sure to separate the city and state with a comma and a blank space. There are nearly 1000 cities and towns the zip code locator, find the one nearest to your building. After finding the zip code, go to the benchmarking tool using the RETURN button and enter the zip code into the tool.
Building Location
Location: binghamton, ny 5-digit Zip Code: 13901
1549
Help File
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19-Nov-07
5-Digit Zip Code Enter the 5-digit zip code of the building. If you are unsure, please use the Zip Code Locator via the "Not Sure?" button immediately to the right of the data entry field. The Zip Code Locator provides a zip code corresponding to the location you choose not necessarily the exact zip code your building is located. Mapping Location Based on the 5-digit zip code entered, the Design Assistant finds the closest corresponding city or town. Climate data, cooling degree-day (CDD) and heating degree-day (HDD), of the mapping location is used by the Design Assistant in various results calculations.
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Return Entire Building Gross Floor
Area (sqft) Enter in the gross floor area, in square feet, of each space use, i.e., residential (total floor area of all residential units in building), common (combined floor area of cooridors, recreation areas, lobbies, elevator shafts, etc.), commercial (combined floor area of office, retail, food sales, etc.), garage (total floor area of enclosed/underground garages [ventilated] and open/above ground stairways, garages [unventilated] reported separately). For garages, estimate floor area (sqft) at 250 sqft per parking space if unmeasured). For open parking lots, if unmeasured, estimate floor area (sqft) at 300 sqft per parking space, e.g., 100 spaces =100 X 300 sqft = 30,000 sqft, or 40,000 sqft per acre).
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Number of Family Units The number of apartments or individual living units in the building. Percent of Units with Laundry Hookups Percentage of units in the building that have in-unit laundry hookups. Percent of Gross Floor The percent of the builidng gross floor area (see definition under "Entire Building Gross Floor Area" above) that is Area Heated heated by mechanical heating systems (furnaces, boilers, heat pumps, resistive heat, district systems, etc.) Percent of Gross Floor The percent of the builidng gross floor area (see definition under "Entire Building Gross Floor Area" above) that is Area Cooled cooled by mechanical cooling systems (air conditioners, heat pumps, central cooling systems, district systems, etc.) Score The score identifies where your building ranks among all HUD 5-plus unit multi-family residential buildings nationwide. A score of 50 denotes performance at the 50th percentile (the mid-point). A score of 75 denotes performance at the top 25th percentile. A score of 25 or below falls in the lowest quartile where buildings are in the most need of energyrelated improvements. NA The total site energy use of a building is highly dependent on the mix of fuels used in the building. Since fuel mix is unknown for the "average" building, total site energy use cannot be estimated with reasonable confidence.
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