Florida Regulations 60D-4.007: Energy Performance Analysis for Leases
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(1) Applies to the following facilities that are under consideration to be leased by a state agency:
(a) Buildings larger than 5,000 gross square feet.
(b) Spaces larger than 5,000 square feet of rentable area within a specified building.
(2) This Rule excludes facilities that are to be newly constructed for the use of a state agency. Such facilities shall comply with subsection 60D-4.004(1), F.A.C.
(3) Energy performance analysis:
(a) Energy Star rating:
1. An Energy Star rating shall be developed with the Energy Star Portfolio Manager or Energy Star Target Finder program along with actual utility bill data for the previous twelve months. The Energy Star Portfolio Manager and Energy Star Target Finder programs are free software tools that are available at the websites listed here.
a. The Energy Star Portfolio Manager software is available at:
http://www.energystar.gov/index.cfm?c=evaluate_performance.bus_portfoliomanager
b. The Energy Star Target Finder software is available at:
http://www.energystar.gov/index.cfm?c=new_bldg_design.bus_target_finder
2. The minimum acceptable Energy Star rating shall be 50.
3. Exceptions:
a. When actual utility bill data is not available for the previous twelve months, including proposed lease spaces that are not separately metered by the utility provider, a computer-based simulation that complies with subsection 60D-4.007(4), F.A.C., shall be performed that provides the expected annual energy consumption for the proposed lease. The results of the computer-based simulation shall be used to generate an Energy Star rating as described in subparagraph (3)(a)1. of this section.
b. When the proposed lease does not meet the eligibility criteria for an Energy Star rating regarding the type or allocation of space, an energy performance index (kBTU per gross square foot per year) shall be developed manually with one of the following sources in lieu of the energy performance index (kBTU per gross square foot per year) generated by the Energy Star software described in subparagraph (3)(a)1. of this section:
(I) Actual utility bill data for the previous twelve months;
(II) The expected annual energy consumption developed with a computer-based simulation that complies with subsection 60D-4.007(4), F.A.C.;
4. Renovations: When renovations are performed or proposed to improve the energy performance of the proposed lease, a computer-based simulation that complies with subsection 60D-4.007(4), F.A.C., shall be performed to provide the expected annual energy consumption required to develop one of the following:
a. An Energy Star rating for proposed leases that pertain to subparagraph (3)(a)1. of this section, or
b. The energy performance index (kBTU per gross square foot per year) for proposed leases that pertain to sub-subparagraph (3)(a)3.b. of this section.
(b) Energy cost projection:
1. The total expected annual energy cost for the facility or space shall be derived from one of the following sources:
a. The average annual energy costs based on actual utility bill data for the previous three years, or
b. Current utility rates and a computer-based simulation that complies with subsection 60D-4.007(4), F.A.C., when actual utility bill data for the previous three years is not available
2. A cost utilization index (total energy cost per gross square foot per year) shall be developed with the energy cost data described in subparagraph (3)(b)1. of this section.
3. The cost utilization index (total energy cost per gross square foot per year) shall be projected forward for each contract year of the proposed lease based on one of the following:
a. The average annual energy escalation rate derived from actual utility bill data for the previous three years, or
b. An escalation rate approved by the agency when actual utility bill data for the previous three years is not available
4. Renovations: When renovations are performed or proposed to improve the energy performance of the proposed lease, current utility rates and the computer-based simulation required in paragraph 60D-4.007(3)(a), subsection (4), F.A.C., shall be used to develop the cost utilization index (total energy cost per gross square foot per year).
(4) Computer-based simulation requirements:
(a) The computer-based simulation shall be performed by an engineer licensed in Florida.
(b) The computer-based simulation program shall comply with Fl. Admin. Code R. 60D-4.005
(c) The computer-based simulation shall model total energy consumption for the proposed lease.
(d) The computer-based energy simulation shall model all of the following loads that exist or shall exist as a result of renovations in the proposed lease:
1. Lighting;
2. Internal equipment loads;
3. Service water heating;
4. Space heating;
5. Space cooling;
6. Fans;
7. Pumps.
(5) Submisson requirements: The following items must be included in the energy performance analysis submitted to the department:
(a) A description of the proposed lease property that includes:
1. Gross square footage (for separately – metered buildings);
2. Rentable square footage (for spaces within specified buildings);
3. Type of space;
4. Occupancy level;
5. Operating schedule.
(b) Copies of the actual utility bill statements for the previous three years (if available). Historical consumption and cost data from the utility provider will be considered acceptable.
(c) Copies of the utility bill statements for the previous one year (if available). Historical consumption and cost data from the utility provider will be considered acceptable.
(d) Energy Star software forms:
1. “”Statement of Energy Performance”” (when Energy Star Portfolio Manager is used).
2. “”Target Energy Performance Results”” (when Energy Star Target Finder is used).
(e) Energy performance index and calculations (when manual calculation is required).
(f) Cost utilization index and calculations.
(g) Input and output sheets from the computer-based simulation program (when a computer-based simulation is required).
(h) A description of all energy-related features, including:
1. Type of energy-consuming systems and equipment;
2. Size of energy-consuming systems.
(i) A detailed description of all renovations performed or proposed to improve energy performance.
(j) Delivery: The energy performance analysis shall be mailed or delivered to the department pursuant to Florida Statutes § 255.254(1), at the address listed here.
DMS Energy Performance Analysis Review
4050 Esplanade Way, Suite 335
Tallahassee, Florida 32399-0950
(850) 488-1817
Rulemaking Authority 255.255, 255.256 FS. Law Implemented 255.254, 255.255 FS. History-New 5-26-76, Formerly 13D-10.07, 13D-10.007, Amended 3-17-10.
Terms Used In Florida Regulations 60D-4.007
- Contract: A legal written agreement that becomes binding when signed.
- Lease: A contract transferring the use of property or occupancy of land, space, structures, or equipment in consideration of a payment (e.g., rent). Source: OCC
(b) Spaces larger than 5,000 square feet of rentable area within a specified building.
(2) This Rule excludes facilities that are to be newly constructed for the use of a state agency. Such facilities shall comply with subsection 60D-4.004(1), F.A.C.
(3) Energy performance analysis:
(a) Energy Star rating:
1. An Energy Star rating shall be developed with the Energy Star Portfolio Manager or Energy Star Target Finder program along with actual utility bill data for the previous twelve months. The Energy Star Portfolio Manager and Energy Star Target Finder programs are free software tools that are available at the websites listed here.
a. The Energy Star Portfolio Manager software is available at:
http://www.energystar.gov/index.cfm?c=evaluate_performance.bus_portfoliomanager
b. The Energy Star Target Finder software is available at:
http://www.energystar.gov/index.cfm?c=new_bldg_design.bus_target_finder
2. The minimum acceptable Energy Star rating shall be 50.
3. Exceptions:
a. When actual utility bill data is not available for the previous twelve months, including proposed lease spaces that are not separately metered by the utility provider, a computer-based simulation that complies with subsection 60D-4.007(4), F.A.C., shall be performed that provides the expected annual energy consumption for the proposed lease. The results of the computer-based simulation shall be used to generate an Energy Star rating as described in subparagraph (3)(a)1. of this section.
b. When the proposed lease does not meet the eligibility criteria for an Energy Star rating regarding the type or allocation of space, an energy performance index (kBTU per gross square foot per year) shall be developed manually with one of the following sources in lieu of the energy performance index (kBTU per gross square foot per year) generated by the Energy Star software described in subparagraph (3)(a)1. of this section:
(I) Actual utility bill data for the previous twelve months;
(II) The expected annual energy consumption developed with a computer-based simulation that complies with subsection 60D-4.007(4), F.A.C.;
4. Renovations: When renovations are performed or proposed to improve the energy performance of the proposed lease, a computer-based simulation that complies with subsection 60D-4.007(4), F.A.C., shall be performed to provide the expected annual energy consumption required to develop one of the following:
a. An Energy Star rating for proposed leases that pertain to subparagraph (3)(a)1. of this section, or
b. The energy performance index (kBTU per gross square foot per year) for proposed leases that pertain to sub-subparagraph (3)(a)3.b. of this section.
(b) Energy cost projection:
1. The total expected annual energy cost for the facility or space shall be derived from one of the following sources:
a. The average annual energy costs based on actual utility bill data for the previous three years, or
b. Current utility rates and a computer-based simulation that complies with subsection 60D-4.007(4), F.A.C., when actual utility bill data for the previous three years is not available
2. A cost utilization index (total energy cost per gross square foot per year) shall be developed with the energy cost data described in subparagraph (3)(b)1. of this section.
3. The cost utilization index (total energy cost per gross square foot per year) shall be projected forward for each contract year of the proposed lease based on one of the following:
a. The average annual energy escalation rate derived from actual utility bill data for the previous three years, or
b. An escalation rate approved by the agency when actual utility bill data for the previous three years is not available
4. Renovations: When renovations are performed or proposed to improve the energy performance of the proposed lease, current utility rates and the computer-based simulation required in paragraph 60D-4.007(3)(a), subsection (4), F.A.C., shall be used to develop the cost utilization index (total energy cost per gross square foot per year).
(4) Computer-based simulation requirements:
(a) The computer-based simulation shall be performed by an engineer licensed in Florida.
(b) The computer-based simulation program shall comply with Fl. Admin. Code R. 60D-4.005
(c) The computer-based simulation shall model total energy consumption for the proposed lease.
(d) The computer-based energy simulation shall model all of the following loads that exist or shall exist as a result of renovations in the proposed lease:
1. Lighting;
2. Internal equipment loads;
3. Service water heating;
4. Space heating;
5. Space cooling;
6. Fans;
7. Pumps.
(5) Submisson requirements: The following items must be included in the energy performance analysis submitted to the department:
(a) A description of the proposed lease property that includes:
1. Gross square footage (for separately – metered buildings);
2. Rentable square footage (for spaces within specified buildings);
3. Type of space;
4. Occupancy level;
5. Operating schedule.
(b) Copies of the actual utility bill statements for the previous three years (if available). Historical consumption and cost data from the utility provider will be considered acceptable.
(c) Copies of the utility bill statements for the previous one year (if available). Historical consumption and cost data from the utility provider will be considered acceptable.
(d) Energy Star software forms:
1. “”Statement of Energy Performance”” (when Energy Star Portfolio Manager is used).
2. “”Target Energy Performance Results”” (when Energy Star Target Finder is used).
(e) Energy performance index and calculations (when manual calculation is required).
(f) Cost utilization index and calculations.
(g) Input and output sheets from the computer-based simulation program (when a computer-based simulation is required).
(h) A description of all energy-related features, including:
1. Type of energy-consuming systems and equipment;
2. Size of energy-consuming systems.
(i) A detailed description of all renovations performed or proposed to improve energy performance.
(j) Delivery: The energy performance analysis shall be mailed or delivered to the department pursuant to Florida Statutes § 255.254(1), at the address listed here.
DMS Energy Performance Analysis Review
4050 Esplanade Way, Suite 335
Tallahassee, Florida 32399-0950
(850) 488-1817
Rulemaking Authority 255.255, 255.256 FS. Law Implemented 255.254, 255.255 FS. History-New 5-26-76, Formerly 13D-10.07, 13D-10.007, Amended 3-17-10.