Energy Independence Security Act EISA Section 432 Reporting

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Energy Independence Security Act (EISA) Section 432 Reporting Overview DOE Sustainability Performance Office March

Energy Independence Security Act (EISA) Section 432 Reporting Overview DOE Sustainability Performance Office March 6, 2018 Program Name or Ancillary Text eere. energy. gov

Webinar Agenda § § § Dashboard Updates Overview of March Reporting Requirements Portfolio Manager

Webinar Agenda § § § Dashboard Updates Overview of March Reporting Requirements Portfolio Manager Data June Reporting Requirement Preview EISA Reporting Schedule 2

Dashboard Updates § All categories are now open for FY 2018 data reporting §

Dashboard Updates § All categories are now open for FY 2018 data reporting § Development focus for the past several months has been refactoring all data entry pages, continuing through late summer § Dashboard URL may be updated § FY 2018 Reporting calendar has been posted on Resources page 3

March EISA Reporting Overview • Review and update covered facilities on Dashboard EISA S

March EISA Reporting Overview • Review and update covered facilities on Dashboard EISA S 432 - Evaluations module • Update facility energy and water use with FY 2017 data by using Portfolio Manager download, Dashboard data entry module, or upload template • Verify facilities comprising at least 75% of the total energy use are considered covered on the EISA S 432 Evaluations QA/QC module or EISA S 432 Standard Report • Ensure current Energy Manager is correct • Once all updates are completed, submit data through the completion status process • SPO uses site Dashboard data to populate CTS 4

Dashboard Data Entry Module: EISA S 432 - Evaluations 1 2 1. Confirm Energy

Dashboard Data Entry Module: EISA S 432 - Evaluations 1 2 1. Confirm Energy Manager 2. Verify Facility is Covered/Not Covered 4 3 3. FY 2017 Energy and Water Use 4. Updated to “Yes” if PM auto populated 5

Dashboard Upload Template: EISA S 432 - Evaluations • Same data entry field as

Dashboard Upload Template: EISA S 432 - Evaluations • Same data entry field as data entry module • Template includes current data in separate tab to reduce data entry • Download Template and Bulk Data Upload are both on the Data Entry Homepage 6

Portfolio Manager: DOE Dashboard Upload Template 1 3 2 7

Portfolio Manager: DOE Dashboard Upload Template 1 3 2 7

Dashboard: Benchmarking Data Upload Process 4 5 8

Dashboard: Benchmarking Data Upload Process 4 5 8

Benchmarking Reminders • Facilities must have Parent Property assigned in Portfolio Manager for download

Benchmarking Reminders • Facilities must have Parent Property assigned in Portfolio Manager for download to be formatted properly • Sites can use the View Missing Metrics option to identify data errors and omissions • Data uploaded into Dashboard EISA S 432 – Benchmarking module will be auto populated into the EISA S 432 - Evaluations • Sites can share facilities as read-only with SPO Master Account (USDOESPO, Emily Stoddart) and SPO • Sites can also directly upload PM data to CTS, but data will not be populated in the Dashboard 9

June Reporting • Sites with expired evaluations should be have a discussion with SPO

June Reporting • Sites with expired evaluations should be have a discussion with SPO about path forward • Site data collected in the Dashboard and SPO will upload to CTS – Audit dates, level, retro-commissioning – Identified ECMs – Implemented Projects – Measurement & Verification of Implemented Projects 10

EISA Reporting Schedule Activity Date March 5, 2018 Dashboard opens for FY 2018 data

EISA Reporting Schedule Activity Date March 5, 2018 Dashboard opens for FY 2018 data and SSP narrative entry. March 27, 2018 EISA S 432 Covered Facility status confirmation including energy and water use are due with appropriate level(s) of approval. June 22, 2018 EISA S 432 Evaluation, Projects, and Measurement & Verification data are due with appropriate level(s) of approval. Questions? Sustainability@hq. doe. gov 11