2012-2014 Small Commercial Energy Management Package for HVAC Contractors

Summary of Work

The goal of this project is to develop a packaged Energy Management solution for small commercial buildings, with sufficiently low transaction costs in terms of both skills and level of effort to meet the needs of target audiences. In this context, the term 'Energy Management Systems' refers to the use of energy information and continuous improvement principles (Plan, Do, Check, Act) to continually identify efficiency opportunities and maintain energy performance. In recent years, this has been demonstrated fairly well for larger buildings and portfolios, and numerous Energy Information System (EIS) products are commercially available to support continuous energy management. However, it appears that there has been little if any application of Energy Management to small buildings.

The outcome is an Energy Management Package that guides users to benchmark and monitor energy usage, identify low- and no-cost energy efficiency opportunities and track results. The primary delivery channel is to have HVAC contractors offer the Energy Management Package as part of a maintenance contract.

In the 2012-2013 project year, the LBNL team:

  • Interviewed ~20 stakeholders to identify barriers and opportunities to offer EnMS for small buildings
  • Developed an Energy Management Package focused on low- and no-cost, measures primarily focused on operational opportunities. The package contains instructions, worksheets and tool lists to guide HVAC contractors through delivering this service
  • Developed a business model describing how HVAC contractors can sell and benefit from the Energy Management Package
  • Initiated a pilot demonstration of the Energy Management Package with two partner contractors in two buildings each

In the 2013-2014 project year, the LBNL team conducted a larger-scale demonstration of the Energy Management Package with HVAC contractors in many different parts of the U.S.

Package Materials

  • Energy Management Package (PDF)
  • Business Model Document (PDF)
  • Summary Generator (Package Element 4) (XLSX)
  • Element 3 Walkthrough Checklist (PDF)
    (also in the complete package)
  • Package Worksheets Only (PDF)

Training Materials

Other Resources

Please contact for more information about this project.