Stale and Local
           Climate and Energy Program
    LOCAL GOVERNMENT CLIMATE AND ENERGY STRATEGY SERIES
    Energy  Efficiency
    Programs in
    K-12 Schools
    A Guide to Developing and Implementing
    Greenhouse Gas Reduction Programs
Energy Efficiency
            U.S. ENVIRONMENTAL PROTECTION AGENCY
                   2011

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EPA's Local Government Climate and Energy

Strategy  Series

The Local Government Climate and Energy Strategy Series provides a comprehensive, straightforward overview of green-
house gas (GHG) emissions reduction strategies that local governments can employ. Topics include energy efficiency
transportation, community planning and design, solid waste and materials management, and renewable energy. City,
county, territorial, tribal, and regional government staff and elected officials can use these guides to plan, implement, and
evaluate climate and energy projects.

Each guide in the series provides an overview of project benefits, policy mechanisms, investments, key stakeholders, and
other implementation considerations. Examples and case studies highlighting achievable results from programs imple-
mented communities across the United States are incorporated throughout the guides.

While each guide stands on its own, the entire series contains many interrelated strategies that can be combined to create
comprehensive, cost-effective programs that generate multiple benefits. For example, efforts to improve energy efficiency
can be combined with transportation and community planning and design programs to reduce GHG emissions, decrease
the costs of energy and transportation for businesses and residents, improve air quality and public health, and enhance
quality of life.
LOCAL GOVERNMENT CLIMATE AND ENERGY STRATEGY SERIES
All guides in the series are available at www.epa.gov/statelocalclimate/resources/strategy-guides.html
 ENERGY EFFICIENCY

1 Energy Efficiency in Local Government Operations

1 Energy Efficiency in K-12 Schools

1 Energy Efficiency in Affordable Housing

1 Energy-Efficient Product Procurement

1 Combined Heat and Power

1 Energy Efficiency in Water and Wastewater Facilities


 TRANSPORTATION

1 Transportation Control Measures
                                                    COMMUNITY PLANNING AND DESIGN

                                                    Smart Growth

                                                    Urban Heat Island Reduction


                                                    SOLID WASTE AND MATERIALS MANAGEMENT

                                                    Resource Conservation and Recovery


                                                    RENEWABLE ENERGY

                                                    Green Power Procurement

                                                    On-Site Renewable Energy Generation

                                                    Landfill Gas Energy
Please note: All Web addresses in this document were working as of the time of publication, but links may break over time
as sites are reorganized and content is moved.

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CONTENTS

Executive Summary                                                             _v
   Developing and Implementing Energy Efficiency Programs                              ._ v
   Energy Efficiency in K-12 Schools                                                   _ v
   Relationships to Other Guides in the Series                                             vi
1. Overview                                                                     __1
2. Benefits of Energy Efficiency in K-12 Schools                                  __1
3. Planning and Design Approaches to Energy Efficiency in K-12 Schools         _ 4
   Improving Energy Efficiency in Existing and New Schools                               ._ 5
      Step 1: Make Commitments                                                    _9
      Steps 2 and 3: Assess Baseline Energy Performance and Set Goals _                    _ 10
          Assess Baseline Energy Performance in Existing Schools                          _ 10
          Set Goals For Existing and New School Building Portfolios                         _ 12
      Step 4: Create an Action Plan                                                   ._ 12
          Using a Staged Approach in Existing School Buildings                             13
          Using a Staged Approach in New and Renovated School Buildings                  15
      Steps 5 and 6: Implement the Action Plan and Evaluate Progress                      _ 16
          Establish And Maintain A Tracking System                                     ._ 16
          Evaluate Progress                                                         ._ 17
      Step 7: Recognize Success                                                     ._ 17
   Energy Efficiency in Green School Buildings_                                         18
      Benefits  of Green Buildings  _                                                    18
      Planning and Design Approach for Incorporating Energy Efficiency in Green Buildings    _ 20
4. Key Participants                                                               21
5. Foundations for Program Development                                        24
6. Strategies for Effective Program Implementation                              25
   Strategies for Developing an Energy Efficiency Program                                 26
   Strategies for Engaging the Community _                                            28
7. Investment and Financing Opportunities                                      29
   Investment                                                                     ._ 29
   Financing                                                                      ._ 31
      Financial Vehicles                                                            ._ 31
      Funding Sources                                                             __33
8. Federal, State, and Other Program Resources                                  34
   Federal Programs                                                                 34

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   State Programs                                                                   36
   Other Programs                                                                 ._ 36
9. Case Studies                                                                    37
   Colorado Springs School District 11—Colorado Springs, Colorado                          37
      Program Initiation                                                            ._ 37
      Program Features                                                              37
      Program Results _                                                            ._ 38
   Gresham-Barlow School District—Multnomah County, Oregon                          __38
      Program Initiation                                                            __38
      Program Features                                                            ._ 39
      Program Results                                                               39
10. Additional Examples and Information Resources                              40
11. References                                                                     45

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Energy  Efficiency  in

K-12 Schools


EXECUTIVE SUMMARY

Developing and Implementing
Energy Efficiency Programs

Saving energy through energy efficiency improvements
can cost less than generating, transmitting, and distrib-
uting energy from power plants, and provides multiple
economic and environmental benefits. As President
Obama said in June 2009, "By bringing more energy
efficient technologies to American homes and busi-
nesses, we wont just significantly reduce our energy
demand—we'll put more money back in the pockets
of hardworking Americans." Energy efficiency also
helps reduce air pollution and greenhouse gas emis-
sions, improves energy security and independence, and
creates jobs.

Local governments can promote energy efficiency in
their jurisdictions by developing and implementing
strategies that improve the efficiency of municipal-
facilities and operations and/or encourage energy
efficiency improvements in residential, commercial,
and industrial sectors. The energy efficiency guides
in this series describe the process of developing and
implementing strategies, using real-world examples,
for improving energy efficiency in local government
operations (see the guides on local government opera-
tions, energy-efficient product procurement, combined
heat and power, and water and wastewater facilities), as
well as in the community (see the guide on affordable
housing).


Energy Efficiency in K-12
Schools

This guide describes how local governments can work
with school districts to improve energy efficiency in
existing, renovated, and new K-12 schools; reduce
energy costs; and create a range of environmental,
economic, and educational benefits. It is designed to
be used by school district energy program managers,
school districts and school boards, local government
agencies, and mayors and city councils.
  RELATED GUIDES IN THIS SERIES


 1 Urban Planning and Design: Smart Growth

  Smart growth involves encouraging development that
  serves the economy, the community, and the environ-
  ment. Smart growth principles favor a number of trans-
  portation and planning strategies—such as developing
  neighborhood schools and promoting bicycling and
  walking—that can reduce the costs and environmental
  impacts of getting children to and from school.


 1 Transportation: Transportation Control Measures

  Transportation control measures are strategies that
  reduce vehicle miles traveled and improve roadway oper-
  ations to reduce air pollution, GHG emissions, and fuel
  use from transportation. Because many of these measures
  encourage public transportation, carpooling, bicycling,
  and walking, they can also be used to help decrease the
  impacts of getting to and from school.


 1 Energy Efficiency: Energy-Efficient Product
  Procurement

  Many local governments are saving energy by requir-
  ing that the energy-using products they purchase meet
  energy efficiency criteria. Schools can follow this same
  strategy to complement other efforts to improve energy
  efficiency in their buildings and other facilities.


 1 Solid Waste and Materials Management: Resource
  Conservation and Recovery

  Like any other institution, school consume large quanti-
  ties of materials and generate significant waste (including
  food waste) every day.  Through activities such as source
  reduction, green purchasing, recycling, and composting,
  schools can further reduce their costs and environmental
  impacts, complementing efforts to improve energy
  efficiency.
Readers of the guide should come away with an under-
standing of options to improve energy efficiency in
schools, a clear idea of the steps and considerations
involved in developing and implementing them, and
an awareness of expected investment and funding
opportunities.
Energy Efficiency in K-12 Schools | Local Government Climate and Energy Strategy Series
                                                                                     EXECUTIVE SUMMARY

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The guide describes the benefits of energy efficiency
in K-12 schools (section 2); a step-by-step approach
to improving energy efficiency in new and existing
schools (section 3); key participants and their roles
(section 4); the policy mechanisms that local govern-
ments have used to support energy efficiency programs
in schools (section 5); implementation strategies for
effective programs (section 6); investment and financ-
ing opportunities (section 7); federal, state, and other
programs that may be able to help local governments
with information or financial and technical assistance
(section 8), and finally two case studies of local govern-
ments that have successfully improved energy efficien-
cy in K-12 schools (section 9). Additional examples of
successful implementation are provided throughout
the guide.


Relationships to Other Guides
in the Series

Local governments can use other guides in this series
to develop robust climate and energy programs that
incorporate complementary strategies. For example,
local governments can combine efforts to improve
energy efficiency in K-12 schools with smart growth
initiatives, transportation control measures, efficient
fleets programs for school buses, energy-efficient
product procurement, and resource conservation
and recovery programs to help schools achieve addi-
tional economic, environmental, and social benefits
associated with reduced transportation emissions,
increased recycling and composting of waste, and
source reduction.

See the box on page v for more information about these
complementary strategies. Additional connections to
related strategies are highlighted in the guide.
   EXECUTIVE SUMMARY
                                                 Energy Efficiency in K-12 Schools  | Local Government Climate and Energy Strategy Series

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1.  OVERVIEW

Energy costs are second only to personnel costs as
the leading draw on K-12 school district operating
budgets, totaling approximately $8 billion annually
nationwide (U.S. EPA, 2008; U.S. DOE, Undated).
An estimated $2 billion of that total can be saved
by improving energy efficiency in K-12 schools, an
amount equivalent to the cost of nearly 40 million
new textbooks (U.S. EPA, 2004b; U.S. DOE, 2006).
As a result, many school districts are taking steps to
improve the energy efficiency of their school buildings.
Along with achieving significant energy cost savings,
investing in energy efficiency can produce environ-
mental, economic, and educational benefits.
   K-12 SCHOOL ADMINISTRATION

   A school is generally administered either locally (by a
   single municipal or county government with individual
   supervision) or regionally (by multiple municipalities that
   pool resources, often in the form of a school district or
   local education agency). This guide uses the term "school
   district" for school administrative units governed both
   locally and regionally.
Many local governments work closely with K-12
school district officials, who are often appointed by
the local government executive or representative body.
Because of this unique relationship, local governments
are often well positioned to work through school
districts to improve energy efficiency in K-12 school
buildings. This guide provides information on how
school districts, as extensions of local government,
have planned and implemented programs to improve
energy efficiency in existing school buildings and to
incorporate energy efficiency in new school designs.
It also includes information on the benefits of energy
efficiency in K-12 school buildings, expected invest-
ment and funding opportunities, and case studies.
Additional examples and information resources are
provided in Section 10, Additional Examples and Infor-
mation Resources.
 2.  BENEFITS OF ENERGY
 EFFICIENCY IN K-12
 SCHOOLS

 Improving energy efficiency in K-12 school buildings
 can produce substantial energy, environmental, and
 economic benefits, including:

1 Reduce greenhouse gas (GHG) emissions and other
 environmental impacts. Improving energy efficiency
 in school buildings can help reduce GHG emissions
 and criteria air pollutants by decreasing consumption
 of fossil fuels. Fossil fuel combustion for electricity
 generation accounts for 40 percent of the nations
 carbon dioxide (CO2) emissions, a principle GHG, and
 67 percent and 23 percent of sulfur dioxide (SO2) and
 nitrogen oxide (NO ) emissions, respectively, which
 can lead to smog, acid rain, and trace amounts of
 airborne particulate matter that can cause respiratory
 problems for many people (U.S. EPA, 20081; U.S. EPA,
 2008m).1
         In 2005, the Council Rock School District in
         Newtown, Pennsylvania, established an
         energy management program and began
   recommissioning newer buildings and requiring
   ENERGY STAR labeled products, when possible,
   for new purchases. The district was recognized
   twice by EPA in 2007 as an ENERGY STAR Leader
   for improving its energy performance by 20
   percent and then 30 percent, and was recognized
   again in 2009 for becoming the first ENERGY
   STAR school district partner to improve its perfor-
   mance by 40 percent across its entire portfolio.
   Council Rock also became a Top Performer in
   2009 for achieving a portfolio-wide energy perfor-
   mance score of 84. It was named an ENERGY
   STAR Partner of the Year in 2008 and 2009. To
   date, the district's efforts have reduced CO2 emis-
   sions by more than 7,000 metric tons, the equiva-
   lent of the annual emissions from more than 1,300
   vehicles (U.S. EPA, 2009).
                                                           Reducing energy consumption can also contribute to
                                                           other school district environmental objectives, such
                                                           as resource conservation. For example, purchasing an
                                                           ENERGY STAR labeled energy-efficient dishwasher
                                                           1  According to EPA, energy use in commercial and industrial facilities
                                                           accounts for nearly 50% of all U.S. GHG emissions (U.S. EPA, 2008f).
Energy Efficiency in K-12 Schools  | Local Government Climate and Energy Strategy Series
                                                                                    1. OVERVIEW-2. BENEFITS

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 in an office kitchen to reduce energy costs can also
 help reduce water utility bills and decrease the amount
 of used water that enters the wastewater system (U.S.
 EPA, 2008v).
     FIGURE 1  BREAKDOWN OF
     ENERGY USE IN K-12 SCHOOLS
     Miscellaneous
            Ventilation
        Space Cooling
Office Equipment
                    Cooking
    Source: U.S. DOE, 2006b.
1 Reduce energy costs. Schools spend approximately $75
 per student on gas bills and $130 per student on elec-
 tricity each year (U.S. EPA, 2008). Figure 1 provides a
 breakdown of energy consumption in K-12 schools by
 end use.2 By implementing energy efficiency measures,
 many K-12 schools have been able to reduce energy
 costs by as much as 30 percent in existing facilities
 (U.S. EPA, 2004b). According to EPA, modification of
 a pre-existing building for energy efficiency (a process
 known as retrocommissioning; see page 13 for more
 information), can save a typical 100,000-square-foot
 school building between $10,000 and $16,000 annually,
 and simple behavioral and operational measures alone
 can reduce energy costs by up to 25 percent (U.S. EPA,
 2008). Schools that have earned the ENERGY STAR
 label for superior energy performance cost $0.40 per
 square foot less to operate than conventional schools
 (U.S. EPA, 2008b).
 2  The average school has an energy intensity of approximately 68,700 Btuper
 square foot (U.S. EPA, 2008).
                                           Mahtomedi Public Schools ISD 832 educates
                                           3,100 K-12 students in four schools in the
                                           northeastern Twin Cities metropolitan area.
                                      The district partnered with the Schools for Energy
                                      Efficiency3 program and used ENERGY STAR
                                      support and resources to develop low- and no-cost
                                      strategies for improving energy performance. As a
                                      result, Mahtomedi ISD  832 has assessed the energy
                                      performance of all its schools and made improve-
                                      ments, such as lighting  retrofits, that have helped
                                      realize avoided costs of more than $268,000. The
                                      school district became an ENERGY STAR Partner
                                      in 2005 and was recognized as an ENERGY STAR
                                      Leader the following year, with 10 percent
                                      improvement in energy use compared with its
                                      2003-2004 baseline. The district built upon that
                                      success in 2007 with 20 percent improvement and
                                      was named a Top Performer in 2008 for achieving
                                      an average energy performance score of 82 for its
                                      schools (U.S. EPA, 2009h). (For more information
                                      on ENERGY STAR awards and recognition for
                                      energy performance improvements, see page 17.)
                                   Increase economic benefits through job creation and
                                   market development. Investing in energy efficiency
                                   can stimulate the local economy and encourage devel-
                                   opment of energy efficiency service markets. According
                                   to the Department of Energy (DOE), approximately
                                   60 percent of energy efficiency investments goes to
                                   labor costs, and half of all energy-efficient equipment
                                   is purchased from local suppliers (U.S. DOE, 2004).
                                   Across the nation, energy efficiency technologies and
                                   services are estimated to have created more than 8
                                   million jobs in 2006 (ASES, 2008).

                                   Demonstrate leadership. Investing in energy effi-
                                   ciency helps foster market demand for energy-efficient
                                   technologies from local residents and businesses,
                                   and demonstrates responsible stewardship of public
                                   resources since reduced energy costs translate into
                                   saved tax dollars. In addition, improving energy
                                   efficiency can provide an opportunity to introduce
                                   children to important energy and environmental issues
                                   (U.S. DOE, 2007).
                                   3 Schools for Energy Efficiency (SEE) is an ENERGY STAR partner that
                                   serves as a comprehensive program for K-12 schools to save energy and money
                                   by changing behavior throughout school districts. SEE provides a systemized
                                   plan, educational awareness materials, training, and utility tracking for imme-
                                   diate and sustainable savings.
    2. BENEFITS
                                                  Energy Efficiency in K-12 Schools  | Local Government Climate and Energy Strategy Series

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   BETTER SCHOOL SITING CAN REDUCE ENERGY USE
   AND ENVIRONMENTAL IMPACTS

   Both the location and design of a school play a major
   role in determining what benefits it provides to the
   community and what impact it has on the environment.
   If a community is interested in creating energy-efficient
   school facilities, it is important to consider both how the
   location will affect the way students, faculty, and staff
   get to and from the building and the building techniques
   used in construction and renovation. A school that is safe
   and easy for people to reach on foot or by bicycle helps
   reduce the energy used in automobiles and buses, and
   also lowers air pollution and greenhouse gas emissions
   and protects children's health. Locating schools in the
   neighborhoods they serve and reusing infrastructure and
   renovating buildings to create schools conserves energy
   and resources, preserves the natural environment, and
   avoids increases  in contaminated water runoff from new
   impervious paved surfaces.

   Local government practices and state policies affect
   school siting decisions. Minimum acreage requirements,
   facility reimbursement policies that favor new schools
   over renovated schools, and the trend toward larger
   schools (facilities and sites), all lead to schools being
   built on  the fringe of the communities they serve
   and can increase transportation-related energy
   consumption. Local education agencies can access
   resources from organizations such as the Collaborative
   for High Performance Schools and the US Green
   Building Council for information on how to integrate
   location considerations into school facility planning
   and construction to counter this trend and how other
   green building techniques can complement location
   considerations and further lessen the environmental
   impact of schools. In addition, EPA is in the process of
   developing voluntary school siting guidelines for use
   by states and localities. These guidelines include both
   location and green building considerations and should
   be available in 2010.  For more information on the
   voluntary school siting guidelines, see http://www.epa.
   gov/schools/siting.html.

   Sources: Kats, 2006; U.S. EPA, 2003d; U.S. EPA, 2009k.
            In Montgomery County, Maryland, 10 high
            schools and middle schools participated in a
            pilot for the school district's School Eco-
       Response Team program, which helped the
       schools implement energy efficiency measures. In
       return for being allowed to retain a portion of the
       energy cost savings, the schools agreed to serve as
       mentors to students in district elementary schools
       to encourage broader understanding of energy and
       environmental issues (U.S. DOE, 2004).
1 Improve student performance. Energy-efficient
 school building designs often use natural daylight to
 reduce the energy needed to light a building. Natural
 light has also been proven to have a positive effect
 on student performance. According to a study for
 the California Board for Energy Efficiency, students
 exposed to natural daylight in classrooms progress as
 much as 20 percent faster on math tests and as much
 as 26 percent faster on reading tests than students with
 no daylight exposure (HMG, 1999). Another study
 concluded that students in schools that offer systematic
 environmental education programs have higher test
 scores than students  in schools with no such programs
 (U.S. EPA, 2008). Improving energy efficiency in K-12
 school buildings can also have the indirect benefit of
 improving acoustic comfort (i.e., enabling effective
 communication by minimizing audible disturbance
 from outside and inside), which can also lead to
 improved student performance (U.S. EPA, 2008).

1 Improve indoor air  quality. Some energy efficiency
 upgrades can improve occupant health by enhancing
 indoor air quality. Installing energy recovery ventila-
 tion equipment, for example, can reduce infiltration
 of air contaminants from outdoors while significantly
 reducing heating, ventilation, and air conditioning
 (HVAC) energy loads (U.S. EPA, 2003). One study on
 building performance found the average reduction in
 illness as a result of improved air quality in buildings is
 about 40 percent (Carnegie Mellon, 2005).
         In Colorado Springs, Colorado, the local school
    1 ffl f District has developed an integrated energy effi-
    I—I  ciency and indoor air quality management
    program that produces more than $900,000 in annu-
    al energy cost savings while significantly improving
    the air quality in school buildings for students, facul-
    ty, and staff. (While the average K-12 school uses
    approximately 70,000 Btu per square foot per year,
    this district's goal is to consume just 25,000 Btu per
    square foot per year, a reduction of more than 64
    percent). The program uses energy cost savings from
    efficiency upgrades to offset the costs of achieving
    superior indoor air quality without transferring the
    costs to taxpayers. The energy efficiency and indoor
    air quality improvements have been implemented
    through an energy performance contract that has
    enabled the school district to use energy cost savings
    to pay for the upgrades. As a result of the upgrades,
    the district has been able to meet its indoor air qual-
    ity goal of 700 parts per million (ppm) CO2 or less
    during occupied hours (U.S. EPA, 2008h).
Energy Efficiency in K-12 Schools |  Local Government Climate and Energy Strategy Series
                                                                                                       2. BENEFITS

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    INDOOR AIR QUALITY IMPLICATIONS FOR
    ABSENTEEISM

    According to the American Lung Association, asthma is
    the number one cause of school absences attributable
    to chronic illness in the United States. Improving energy
    efficiency in K-12 schools can reduce the risk of asthma
    attacks in students and staff by reducing the potential
    for infiltration of untreated air or accumulation of air
    quality-impairing contaminants (e.g., mold, dust mites,
    cockroaches, and certain chemicals). Increasing building
    envelope insulation, for example, can reduce energy
    waste while preventing infiltration of untreated outdoor
    air. Maintaining HVAC system components (e.g., cleaning
    refrigerator coils) can improve indoor air quality by
    removing unwanted contaminants. In addition, testing
    and calibrating HVAC system components can improve
    overall ventilation effectiveness.
1 Increase attendance. An indirect benefit of energy
 efficiency measures in school buildings is an increase
 in school attendance rates. According to an analysis for
 the State of Washington, incorporating green building
 measures in school designs improves indoor air quality
 and can reduce absenteeism rates by as much as 15
 percent (Washington, 2005). Also, since many school
 operating budgets are determined by average daily
 attendance, even a small reduction in absenteeism can
 save money (CHPS, 2006).

1 Enhance educational opportunities. Energy-efficient
 school buildings can give students hands-on opportu-
 nities to learn about the benefits of smart energy
    SAN LEANDRO UNIFIED SCHOOL DISTRICT,
    CALIFORNIA-EDUCATIONAL OPPORTUNITIES

    In 2006, McKinley Elementary School, located in the San
    Leandro Unified School District in California, performed
    a lighting system retrofit that reduced lighting energy
    consumption by 49%. Inspired by the energy savings,
    a group of teachers worked with the California Public
    Utilities Commission's School Energy Efficiency Program
    to plan an energy efficiency open house and integrate
    educational opportunities into the curriculum that would
    help students learn about energy through hands-on
    experience. Educational materials were provided by
    the National Energy Education Development Project, a
    nonprofit organization that has created programs in many
    States to integrate energy efficiency lessons into everyday
    learning.

    Source: SEE, 2006.
management. (U.S. DOE, 2006). Several K-12 schools
have used energy efficiency improvements as opportu-
nities to adapt academic curricula to promote aware-
ness of energy and environmental issues. Some school
districts have installed energy data kiosks in K-12
school buildings so students can monitor their school's
energy consumption.

Increase security and safety. Improving energy
efficiency in K-12 school buildings can have posi-
tive effects on school security and student safety. For
example, energy-efficient exterior lighting can enhance
security while reducing energy costs by providing
effective and even light distribution (U.S. EPA, 2008).

Other benefits. Other benefits from improving energy
efficiency in K-12 school buildings include improve-
ments in teacher retention rates, reductions in insur-
ance costs, and reduced legal liability due to improved
indoor environmental quality (Capital E, 2006; CHPS,
2006).

In California, Stockton's guidelines for developing
energy-efficient school buildings in its K-12 school
district cite lower risks of legal action stemming from
inadequate indoor environmental quality as a benefit of
school commissioning (Stockton, 2007).


3.  PLANNING AND  DESIGN
APPROACHES TO  ENERGY
EFFICIENCY  IN K-12 SCHOOLS

When planning and designing programs to improve
energy efficiency in existing K-12 school buildings and
incorporate energy efficiency in new school building
designs, it is important for school districts to remain
continually aware of the following aspects of school
building performance  that are integrally conducive to
healthy and effective learning:

Indoor air  quality. Measures that improve occupant
health and indoor air quality, such as good ventilation,
are especially important in school buildings. According
to a 1999 U.S. Department of Education study, approxi-
mately 26 percent of the nation's school buildings have
inadequate quantities of fresh  air (NREL, 2002). Poor
indoor air quality can lead to occupant illness and
potential lawsuits against school districts. Some school
districts rely on retrocommissioning records as proof
they are meeting indoor air quality standards (U.S.
EPA, 2008).
    3. PLANNING AND DESIGN
                                                   Energy Efficiency in K-12 Schools |  Local Government Climate and Energy Strategy Series

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 Thermal, visual, and acoustic comfort. Energy effi-
 ciency measures that improve the thermal, visual, and
 acoustic comfort of a school building can significantly
 improve student performance. Several studies have
 shown that daylighting in schools, along with other
 design strategies, improves students' capacity to learn
 in shorter periods of time (CHPS, 2006a, 2006b).
    ENERGY EFFICIENCY MEASURES TAILORED TO
    ACOUSTICAL NEEDS

    When Red Wing High School in Red Wing, Minnesota,
    needed to upgrade its HVAC system to improve indoor air
    quality, it worked with an architectural firm to ensure that
    installing new energy-efficient ductwork and fans would
    not compromise its priority of ensuring acoustic quality
    in critical spaces, such as the media center; the band,
    choir, and orchestra hall; and the theatre. In addition to
    preserving acoustic quality, the new HVAC system saves
    the school $120,000 annually in energy costs.

    Source: Trane, 2007.
1 Security and safety. Energy-efficient design can
 improve security and safety in school buildings. For
 example, using glass partitions between classrooms and
 hallways can increase daylight penetration and surveil-
 lance capabilities (NREL, 2002b).

 Ensuring that these particular aspects of school build-
 ing performance are included in energy efficiency
 program plans is a priority for many school districts.
 In addition, many energy efficiency projects can
 have multiple benefits. For example, energy-efficient
 daylighting strategies that reduce energy consumption
 can also enhance visual comfort for students, faculty,
 and staff, and have positive effects on students' learning
 (U.S. EPA, 2008).

 The following subsections describe approaches that
 school districts can follow when planning and design-
 ing projects and programs to improve energy efficiency
 in K-12 school buildings. These approaches can help
 schools achieve the range of benefits described in
 Section 2, Benefits of Energy Efficiency in K-12 Schools.
 Specifically, this section addresses:

1 Improving energy efficiency in existing and new school
 buildings.
1 Incorporating energy efficiency in new and renovated
 green school buildings.
 Improving Energy Efficiency in
 Existing and New Schools

 The most effective way to reduce school district energy
 consumption is to engage in a portfolio-wide, system-
 atic approach for improving energy efficiency in exist-
 ing school facilities and properly design new and reno-
 vated school buildings. A portfolio-wide approach not
 only results in larger total reductions in school district
 energy costs and GHG emissions, but enables school
 districts to offset the costs of more substantial energy
 efficiency projects in buildings that have higher upfront
 costs with the savings from projects in other buildings.
 In addition, adopting a portfolio-wide approach can
 help local governments and school districts generate
 greater momentum for energy efficiency activities,
 which can lead to sustained implementation and
 continued savings.

 A good place for school districts to start is EPA's
 ENERGY STAR program, which has developed a
 systematic approach for achieving superior energy
 management in existing buildings. This approach,
 summarized in the ENERGY STAR Guidelines for
 Energy Management (U.S. EPA, 2008v) and in Figure 2,
 Overview of ENERGY STAR Guidelines for Energy
 Management, involves seven steps:

1 Step 1. Make Commitment
1 Step 2. Assess Performance
1 Step 3. Set Goals
1 Step 4. Create Action Plan
1 Step 5. Implement Action Plan
1 Step 6. Evaluate Progress
1 Step 7. Recognize Achievements

 This section provides information on key strategies
 for each of these steps. While the primary focus of this
 section is to describe an overall approach to improving
 energy efficiency in a portfolio of existing buildings,
 the basic concepts can be applied to planning and
 design of energy-efficient new and renovated buildings.
 Tools and resources for addressing energy efficiency
 in these projects are identified in this section. In addi-
 tion, the planning and design approach for improving
 energy efficiency in school buildings (described in
 this section) is also one of the most important compo-
 nents of a successful green school building program
 Energy Efficiency in K-12 Schools | Local Government Climate and Energy Strategy Series
                                                                                       3. PLANNING AND DESIGN

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      FIGURE 2  OVERVIEW OF ENERGY STAR GUIDELINES FOR ENERGY MANAGEMENT
                            Make
                         Commitment
                            Assess
                         Performance

                          & Set Goals
                       Create Action Plan
          Recognize
        Achievements
Implement
Action Plan
                           Evaluate
                           Progress
      The ENERGY STAR Guidelines for Energy Management
      presents a seven-step approach to achieving superior
      energy management and savings across a portfolio of
      buildings.

      For detailed descriptions of the above steps, see
      http://www.energystar.gov/index.cfm?c=guidelines.
      guidelines_index.
The steps include:
1. Make Commitment
  •  Establish an Energy Team
  •  Institute an Energy Policy
2. Assess Performance
  •  Collect and Manage Data
  •  Establish Baselines and Benchmarks
  •  Analyze Data and Conduct Technical Assessments and
    Audits
3. Set Goals
  •  Estimate Potential for Improvement
  •  Establish Goals
4. Create Action Plan
  •  Define Technical Measures and Targets For Each
    Building
  •  Determine Roles and Resources
5. Implement Action Plan
  •  Create a Communication Plan, Raise Awareness, Build
    Capacity, and Motivate
  •  Track and Monitor Progress
6. Evaluate Progress
  •  Measure Results
  •  Review Action Plan
7. Recognize Achievements
  •  Internal Recognition
  •  External Recognition
(described in the following section, Energy Efficiency
in Green School Buildings).

While this section describes an approach for imple-
menting a comprehensive portfolio-wide energy
efficiency strategy, there are cases where sufficient
resources (e.g., funding and personnel resources) are
not available. In these instances, school districts can
apply the concepts to one or a few schools. Experiences
from such demonstration projects can then be used to
make the case for further energy efficiency improve-
ments, and subsequently can be applied to a broader
portfolio when additional support and/or resources
become available.
                     Table 1, ENERGY STAR Program Resources, summa-
                     rizes the many ENERGY STAR tools and resources
                     available for planning and implementing programs to
                     improve energy efficiency in existing school buildings
                     and for incorporating energy efficiency in new school
                     designs.
   3. PLANNING AND DESIGN
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TABLE 1
ENERGY STAR PROGRAM RESOURCES
                                        Title/Description
  ENERGY STAR Tools and Guidance for Existing and New Buildings
                                                                                              Web Site
  Guidelines for Energy Management. EPA provides the seven-step Guidelines for Energy Management to
  assist in developing and implementing energy efficiency action plans.
                                                                                   http://www.energystar.gov/index.
                                                                                   cfm?c = guidelines.guidelines_
                                                                                   index
  Guidelines for Energy Management Assessment Matrices. EPA has developed a matrix to help energy
  managers determine whether their organizations' practices are consistent with Guidelines for Energy
  Management. A second matrix allows managers to compare current energy management practices to the
  guidelines at the facility level.
                                                                                   http://www.energystar.gov/ia/
                                                                                   business/guidelines/assessment,
                                                                                   matrix.xls

                                                                                   http://www.energystar.gov/ia/
                                                                                   business/guidelines/Facility_
                                                                                   Energy_Assessment_Matrix.xls
  Portfolio Manager. School districts can use EPA's Portfolio Manager tool to benchmark the energy
  performance of their schools, establish baselines, prioritize investments opportunities, set reduction
  goals, verify results, and earn national recognition for energy efficiency improvements and top
  performance. For certain building types, such as K-12 schools. Portfolio Manager can be used to rate
  building performance on a scale of 1 to 100 relative to similar buildings nationwide—normalized for
  weather, square footage, and other characteristics.
                                                                                   http://www.energystar.gov/index.
                                                                                   cfm?c = evaluate_performance.
                                                                                   bus_portfoliomanager
  ENERGY STAR Label. Buildings that achieve a score of 75 or higher using Portfolio Manager, and are
  professionally verified to meet current indoor environment standards, are eligible to apply for the
  ENERGY STAR label. The label is available for office buildings, school buildings, hospitals, courthouses,
  and other facilities.
                                                                                   http://www.energystar.gov/index.
                                                                                   cfm?c = evaluate_performance.
                                                                                   bus_portfoliomanager_intro
  Profiles of ENERGY STAR Labeled Buildings and Plants. EPA has compiled profiles of ENERGY STAR
  labeled government buildings, accessible at its Web page ENERGY STAR Labeled Buildings and Plants.
                                                                                   http://www.energystar.gov/
                                                                                   index.cfm?fuseaction = labeled_
                                                                                   buildings.showBuildingSearch
  Building Upgrade Manual. The ENERGY STAR Building Upgrade Manual describes a five-step
  systematic approach to improving energy efficiency in existing buildings, including recommissioning/
  commissioning, lighting, supplemental load reductions, fan system upgrades, and heating and cooling
  system upgrades. The manual includes an additional chapter on unique challenges and opportunities in
  K-12 school buildings.
                                                                                   http://www.energystar.gov/index.
                                                                                   cfm?c = business.bus_upgrade_
                                                                                   manual
  Target Finder. EPA's Target Finder lets a user establish an energy performance target for a design project
  or major building renovation based on similar building types and desired energy performance. Users can
  enter a project's estimated energy consumption and compare it to the target to see whether the project
  will achieve its goal.
                                                                                   http://www.energystar.gov/index.
                                                                                   cfm?c = new_bldg_design.bus_
                                                                                   target_finder
  "Designed to Earn the Energy Star" Label. Building designs that achieve a score of 75 or higher
  using Target Finder are eligible to receive the "Designed to Earn the ENERGY STAR" designation. By
  benchmarking actual energy use in Portfolio Manager, these buildings can apply for the ENERGY STAR if
  they remain in the top quarter of the energy performance scale after 1 year of operation.
                                                                                   http://www.energystar.gov/index.
                                                                                   cfm?c = new_bldg_design.new_
                                                                                   bldg_design_benefits
  Target Finder Opportunities Flowchart. A flow chart detailing opportunities to use Target Finder to
  assess projected design performance.
                                                                                   http://www.energystar.gov/ia/
                                                                                   business/tools_resources/new_
                                                                                   bldg_design/Design_process_
                                                                                   flow_diagram_101404.pdf
  Integrated Energy Design Guidance. EPA provides guidance on planning and designing buildings that
  integrate energy efficiency improvements. This guidance includes information on how to use tools such
  as Target Finder to design buildings that achieve energy performance goals.
                                                                                   https://www.energystar.gov/index.
                                                                                   cfm?c = new_bldg_design.new_
                                                                                   bldg_design_guidance
  Integrated Energy Design Guidance Checklist. A checklist that highlights components in the design
  process that can lead to ENERGY STAR labeling.
                                                                                   http://www.energystar.gov/
                                                                                   ia/business/tools_resources/
                                                                                   new_bldg_design/BuildingDesign
                                                                                   CuidanceChecklist_101904.pdf
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                                                                                                        3. PLANNING AND DESIGN

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TABLE 1   ENERGY STAR PROGRAM RESOURCES (cont.)
Title/Description
Web Site
ENERGY STAR Financial Calculators
Cash Flow Opportunity Calculator. This tool can be used to determine how much new energy-efficient
equipment can be purchased based on estimated cost savings; determine whether equipment should
be purchased now using financing, or if it is better to wait and use cash from a future year's budget; and
determine whether money is being lost by waiting for lower interest rates.
Financial Value Calculator. This tool presents energy efficiency investment opportunities in terms
of key financial metrics. It can be used to determine how energy efficiency improvements can affect
organizational profit margins and returns on investments.
Building Upgrade Value Calculator. This calculator can be used to estimate the financial benefits of
improving energy efficiency in office buildings.
Savings Calculators. These calculators can be used to estimate the life-cycle and annual costs and
savings of a variety of ENERGY STAR labeled products.
http://www.energystar.gov/index.
cfm?c = assess_value.financial_
tools
http://www.energystar.gov/index.
cfm?c = assess_value.financial_
tools
http://www.energystar.gov/index.
cfm?c = assess_value.financial_
tools
http://www.energystar.gov/index.
cfm?c=bulk_purchasing.bus_
purchasing
ENERGY STAR Resources for K-12 Schools
ENERGY STAR for K-12 Schools. This Web site provides resources for school districts to use as they plan
energy efficiency activities, including energy management guidelines, information on financing options,
and tools and resources to measure and track energy use.
ENERGY STAR Leaders. This Web site provides information on the criteria to become an ENERGY STAR
Leader. Based on Portfolio Manager results, ENERGY STAR Leaders recognition is provided for the
following achievements: portfolio-wide energy efficiency improvements of 10%, 20%, or 30% (or more)
reductions in normalized energy use. Partners with an average score of 75 or better portfolio-wide are
recognized as Top Performers.
ENERGY STAR for Kids. School districts can use energy efficiency projects in school buildings as learning
opportunities for their students. This Web site provides information for kids about energy efficiency.
ENERGY STAR Success Stories. This Web site offers a series of K-12 energy efficiency success stories from
school districts around the country.
Indoor Air Quality in Schools. This Web site offers resources on integrating energy efficiency and indoor
air quality goals in school buildings.
http://www. energystar.gov/
index.cfm?c = k!2_schools.bus_
schoolsk!2
http://www.energystar.gov/index.
cfm?c=leaders.bus_leaders
http://www.energystar.gov/index.
cfm?c = kids.kidsjndex
http://www. energystar.gov/
index.cfm?c = k!2_schools.bus_
schoolsk!2
http://www. energystar.gov/
index.cfm?c = k!2_schools.bus_
schoolsk!2_indoor_airquality
Additional ENERGY STAR Resources and Tools
ENERGY STAR for Government. This Web site provides resources for state and local governments to http://www.energystar.gov/
use as they plan energy efficiency activities, including energy management guidelines, information on index.cfm?c = government. bus_
financing options, and tools and resources to measure and track energy use. government
ENERGY STAR Challenge. Build a Better World 10% at a Time. The program calls on governments,
school buildings, and businesses across the country to identify energy efficiency improvements in their
facilities and improve energy efficiency by 10% or more. EPA estimates that if each building owner
accepts this challenge, by 2015 Americans would save about $10 billion and reduce GHG emissions by
more than 20 million metric tons of carbon equivalent, equal to the emissions from 15 million vehicles.
ENERGY STAR Free Online Training. ENERGY STAR offers free online training sessions on a variety of
energy performance topics.
Off the Charts. Off the Charts is EPA's ENERGY STAR e-newsletter on energy management
developments and activities.
http://www.energystar.gov/index.
cfm?c = challenge.bus_challenge
http://www.energystar.gov/index.
cfm?c = business.bus_internet_
presentations
http://www. energystar.gov/ia/
business/guidelines/assess_value/
Off_the_ Charts_Summer_2007.pdf
    3. PLANNING AND DESIGN
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 STEP 1: MAKE COMMITMENTS

 Committing to a policy for improving energy efficiency
 in a specified portfolio of buildings is an important
 first step for ensuring success. This step involves: (1)
 identifying a team of qualified personnel to initiate and
 lead the energy policy development process, and (2)
 instituting and committing to an energy policy based
 on the team's guidance and recommendations.

• Use a team approach. Identifying a team of qualified
 and experienced personnel from across the school
 district to initiate and lead the policy development
 process helps ensure that energy efficiency programs
 are carefully crafted. Bringing together a team of inter-
 ested individuals with diverse backgrounds in school
 operations also ensures that energy efficiency programs
 receive broad support.

 In addition to using a team approach for developing
 the overall school district energy efficiency policy, a
 team approach can be applied within individual build-
 ings. At  the building level, upgrading and designing
 energy-efficient buildings requires all project team
 members to be involved early in the pre-design stages,
 when the project's energy performance targets are set,
 to ensure that future decisions will be made with the
 project intentions intact. The team works together to
 identify information needs and  share knowledge of
 each building system to achieve optimal integration.

 EPA has developed a factsheet providing information
 on building a team to develop and implement energy
 efficiency programs, available at http:/'/www.energystar.
 gov/ia/business/challenge/get_started/CreateATeam.
 pdf. For more information on using a team approach
 to continually develop and improve an overall school
 district energy efficiency program, see Section 6, Strat-
 egies/or Effective Program Implementation.

' Establish and commit to an energy policy. Based on
 input from the energy policy team, the next step is to
 formalize the school district's commitment to improv-
 ing energy efficiency. Instituting an energy policy
 that clearly states a school district's objectives can
 help secure support from elected officials and buy-in
 from schools.  In addition, committing to a formalized
 energy policy facilitates accurate and useful tracking of
 the impacts of energy efficiency programs.

 Many school districts have included in their energy
 policies  a range  of commitments to specific actions that
can eventually lead to easier and more effective imple-
mentation of an overall energy efficiency program.
These commitments include:

   > Improving energy efficiency across an entire
    portfolio. A number of school districts have
    adopted energy policies that include commitments
    to reducing energy consumption in their facilities
    by a specific percentage  portfolio-wide. These
    commitments provide a clear objective toward
    which progress can be continually measured. As of
    November 2008, nearly 200 school districts have
    committed to improving energy performance by 10
    percent across their entire school building portfo-
    lios through the ENERGY STAR Challenge.
            In November 2005, Council Rock School
            District in Newtown, Pennsylvania, an
            ENERGY STAR Partner of the Year with
       17 facilities, adopted an energy policy that
       established a goal for the school district to
       improve energy efficiency across its portfolio
       of buildings by 10-15 percent. By 2007 the
       school district had improved its energy effi-
       ciency by 30 percent, earning recognition as an
       ENERGY STAR Leader for reaching this
       important  energy-saving milestone (U.S.  EPA,
       2008J).
    Using life-cycle cost analysis. Because school
    districts plan to use their school buildings for up
    to 50 years, they are well positioned to adopt life-
    cycle cost analyses when making decisions about
    purchasing energy-using products (U.S. EPA,
    2008). Traditional methods for assessing project
    cost effectiveness typically focus on the initial
    design and construction costs. The life-cycle cost
    of a product or service is the sum of the present
    values of the costs of investment, capital, installa-
    tion, energy, operation, maintenance, and disposal
    over the life of the product (U.S. DOE, 2003).
    Because life-cycle cost analysis reveals whether
    energy efficiency investments are cost-effective
    over the long run, it can be an important feature of
    an overall energy policy.

    Some school districts use life-cycle cost analyses
    to prioritize energy efficiency activities and
    energy-efficient products based on comparative
    simple payback periods. Common applications of
    life-cycle cost analysis that can be used by school
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                                                                                        3. PLANNING AND DESIGN

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       districts include analyses of efficiency targets for
       buildings, machinery, and electronic equipment for
       the office. Life-cycle cost analysis can be particu-
       larly useful when evaluating high-cost infrastruc-
       ture and renewable energy opportunities (Union of
       British Columbia Municipalities, 2009).

       EPA has developed savings calculators that
       school districts can use to assess the life-cycle and
       annual costs and savings of a variety of ENERGY
       STAR labeled products, available at http://www.
       energystar.gov/index. cfm ?c=bulk_purchasing.
       bus_pur'chasing. For a list of ENERGY STAR
       labeled products that are relevant for schools, refer
       to Table 3, ENERGY STAR Specification Overviews:
       Energy Savings and Payback Periods.

      > Purchasing energy-efficient products. Some school
       districts are making procurement policies for effi-
       cient products explicit parts of their energy poli-
       cies. (See EPAs Energy-Efficient Product Procure-
       ment guide in the Local Government Climate and
       Energy Strategy Series for more information
       and local government examples.) Purchasing
       energy-efficient products can make comprehensive
       energy efficiency upgrades more cost-effective by
       reducing building energy loads (and the size of
       the systems needed to meet those loads), typically
       by as much as 10 percent (LBNL, 2002). Table 2
       summarizes the potential energy and CO2 savings
       associated with purchasing energy-efficient prod-
       ucts for five product categories.

      >• Ensuring energy efficiency is a key component of
       green school programs. Energy efficiency can be
       integrated with other green building measures to
       achieve additional energy, environmental, indoor
       air quality, and water savings benefits. Designing
       for superior energy performance is often the first
       step in building green school buildings, and can
       improve environmental performance and overall
       cost effectiveness of a green building strategy (U.S.
       EPA, 2003; U.S. EPA, 2006). See the following
       subsection, Energy Efficiency in Green Schools, for
       additional information.

   STEPS 2 AND 3: ASSESS BASELINE ENERGY
   PERFORMANCE AND SET GOALS

   After making a commitment, the next two steps to
   improve energy efficiency across a portfolio of school
   buildings are to assess baseline energy performance
and set goals. Assessing energy performance involves
looking at how energy is used in existing school build-
ings and identifying priority opportunities to improve
energy efficiency. Setting goals, on the other hand,
involves looking at potential savings in new and reno-
vated school buildings as well as existing ones.

ASSESS BASELINE ENERGY PERFORMANCE IN
EXISTING SCHOOLS
Understanding the impacts of improvements in energy
efficiency in existing school buildings requires peri-
odically reviewing a school's energy performance by
comparing current energy consumption to its baseline
consumption (established at a specified time in the
past). Key approaches for assessing baseline building
energy performance include:

Use available, standardized tools for baseline energy
consumption assessments. Standardized tools can
help assess baseline energy performance and track
building energy data. For example, EPAs Portfolio
Manager is an online tool that can assess baseline
energy performance in existing buildings, including
school buildings, and compile data across a portfolio of
buildings (U.S. EPA, 2008n).

In 2003 the Whitefish Bay School District in Wiscon-
sin, working with Energy Education, Inc.4 and using
Portfolio Manager, began an energy improvement
program to help control rising energy costs. Since its
baseline year of 2003, the district has succeeded in
reducing energy use and cost by more than 20 percent,
resulting in cost savings of more than $927,000, or
the cost of 13 full-time staff. The school district has
been recognized by EPA as an ENERGY STAR Top
Performer for having an energy performance score of
75 or better across its portfolio of buildings (U.S. EPA,
2009b).

Benchmark buildings. Benchmarking involves
comparing a building's energy performance to the
performance of similar buildings across the country.
For certain building types, including school buildings,
EPA provides an energy performance score in Portfolio
Manager to compare buildings nationwide on a scale of
1-100.  For example, a score of 75 means the evaluated
building performs better than 75 percent of similar
buildings nationwide. This information can help  school
4 Energy Education Inc. is an ENERGY STAR partner that creates and
implements energy conservation programs for schools and other organizations
by focusing on organizational and behavioral change.
10
       3. PLANNING AND DESIGN
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TABLE 2
ESTIMATED ENERGY COST AND CO, SAVINGS FROM A SAMPLE OF ENERGY STAR PRODUCTS3
Annual
. . Annual Energy CO,
Action _ „ . „ . 2
Cost Savings Savings

(Tons)
Replace 5,000 computers and monitors with
ENERGY STAR labeled products and activate power
$290,210

2,177

•f r Life-
Lifetime „ ' 6 ^ 6 Cycle CO.
EnergyCost „ . 2
(Years) _ . Savings
Scivincrs
9 (Tons)


$663,428



management
Replace 10 conventional commercial dishwashers with
ENERGY STAR labeled products
Replace 50 conventional vending machines with
ENERGY STAR labeled productsc
Replace 100 conventional water coolers with ENERGY
STAR labeled coolers
Replace 500 incandescent exit signs with ENERGY
STAR labeled LED exit signs




$8,690"

$8,544

$3,722

$16,737 in
energy costs
plus $33,696 in
maintenance
costs

57





125





10
$60,483"

14

10

10





$90,250

$30,188

$484,800 in
energy and
maintenance
savings
net price
differential
567

894

278

1,251





a Figures obtained from calculators on the ENERGY STAR Purchasing & Procurement Web site http://www.energystar.gov/purchasing
using default settings and an electricity rate of 10.3C per kWh (EIA, 2009). Annual costs exclude the initial purchase price and installation
cost. All costs are discounted over the product's lifetime using a real discount rate of 4%.
b Value includes water savings.
c Vending machines assumed to have capacities of less than 500 cans.
 districts prioritize buildings for energy efficiency
 investments and/or a comprehensive energy audit (see
 the next bullet, below).
         The Davenport Community School District
         in Davenport, Iowa, is using an automated
         benchmarking system to rate and track the
   performance of 29 of its school facilities. Formerly
   the school district manually entered energy
   consumption data for each facility into Portfolio
   Manager, but has recently installed software that
   automatically communicates with EPA's system so
   that energy consumption data is directly translated
   at regular intervals into performance scores. This
   automated tracking system enables the school
   district to periodically identify low-performing
   energy-using systems and prioritize energy effi-
   ciency investments. Using this information and
   following the ENERGY STAR Guidelines for Energy
                                                 Management, the district has reduced energy costs
                                                 by $1.2 million since the 2003-2004 schoolyear
                                                 (U.S. EPA, 20081).
                                              Conduct technical assessments and audits. In addi-
                                              tion to establishing baseline energy performance and
                                              determining a school's relative performance compared
                                              to its peers, a thorough energy performance assess-
                                              ment includes comparing the actual performance of
                                              a school's systems and equipment with its designed
                                              performance level or the performance level of top-
                                              performing technologies. These technical assessments
                                              can be conducted as part of a whole-building energy
                                              audit by an energy professional and used to identify
                                              priority energy efficiency investments.

                                              Many school districts have incorporated these energy
                                              audits into energy performance contracts, which offer
                                              a one-stop process for purchasing, installing, maintain-
                                              ing, and often financing energy efficiency upgrades
                                              at no upfront cost. EPA has developed a directory
                                              of energy professionals, energy service companies
 Energy Efficiency in K-12 Schools |  Local Government Climate and Energy Strategy Series
                                                                                     3. PLANNING AND DESIGN
                                                                                                             11

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   (ESCOs), and other companies that can provide school
   districts with expert advice and technical assistance on
   conducting energy audits and entering energy perfor-
   mance contracts.5 For more information on energy
   performance contracting, see Section 7, Investment
   and Financing Opportunities.

   SET GOALS FOR EXISTING AND NEW SCHOOL
   BUILDING PORTFOLIOS
   School districts can establish portfolio-wide energy
   efficiency goals for their building portfolios (including
   existing and new school buildings) to help maintain
   momentum for energy management activities, guide
   daily decisionmaking, and track and measure progress.
   For existing school buildings, portfolio-wide goals
   can be based on the results of the baseline energy
   performance assessment and the priority investments
   identified through that process. For new buildings,
   goals can be based on output from energy performance
   projection tools and best practices.

   Key considerations for setting portfolio-wide goals
   include:

   1 Consider potential savings. Assessing potential
   energy savings helps determine appropriate portfolio-
   wide energy efficiency goals that are clear and measur-
   able. School districts can use information collected
   during energy performance assessments and technical
   audits to determine potential energy savings from
   priority investments. School districts can also evaluate
   a school's benchmarking results to estimate potential
   savings based on the energy performance of similar
   school buildings.
      GREENSBORO, NORTH CAROLINA - GUILFORD
      NORTHERN MIDDLE SCHOOL

      Guilford Northern Middle School earned EPA's "Designed
      to Earn the ENERGY STAR" designation, indicating the
      building was designed to achieve a top 25% score on
      the ENERGY STAR scale. The building's features include
      an innovative strategy that is intended to provide full
      lighting levels via daylighting for two-thirds of the
      building's operational hours. This strategy will incorporate
      south-facing clerestory windows designed to minimize
      heat-inducing glare, as well as occupancy and photocell
      sensors to control fluorescent fixtures.

      Source: U.S. EPA, 2007d.
   5 See http://www.energystar.gov/index.cfmfc = spp res.pt sppsfor a direc-
   tory of energy service and product providers.
For new and renovated buildings, school districts can
consider the potential savings of each building by using
tools such as EPA's Target Finder to set energy perfor-
mance targets and assess building designs. In addition,
school districts can consider the savings achieved by
similar organizations by reviewing others' experiences.
School buildings that earn the EPA ENERGY STAR
label for superior energy performance, for example,
generally use about 40 percent less energy compared to
conventional school buildings (U.S. EPA, 2008o).

Determine appropriate scope. Goals for improving
energy efficiency across a portfolio of buildings can
be established at different levels, ranging from a single
school building to a set of school buildings to the entire
portfolio. These goals can also be established over
varying periods. Many school districts have established
both short-term and long-term goals that can lead to
quick cost savings that continue to accrue far into the
future.

Goals for improving energy efficiency across a port-
folio of K-12 school buildings can be part of a larger
community or local government goal that incorporates
multiple clean energy activities. For example, energy
efficiency goals for K-12 school buildings can be part
of a broader goal for reducing state and local energy
use and GHG emissions. For information on how
local governments can improve energy efficiency in
other municipal buildings, see EPA's Energy Efficiency
in Local Government Operations guide in the Local
Government Climate and Energy Strategy Series.
        In 2008, Wisconsin's lieutenant governor
        issued a statewide ENERGY STAR Challenge
        to school districts to become 10 percent
   more energy-efficient within 1 year, with a goal of
   100 districts participating. Districts that choose to
   participate are provided with tools and support to
   guide their efforts. As of December 2008,96
   districts had risen to the challenge (Wisconsin,
   2009).
STEP 4: CREATE AN ACTION PLAN

A regularly updated action plan can serve as a road-
map toward meeting portfolio-wide energy efficiency
goals by systematically improving efficiency in exist-
ing school buildings and designing efficient new and
renovated buildings. Step 4 of the ENERGY STAR
12
       3. PLANNING AND DESIGN
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Guidelines for Energy Management, Create an Action
Plan, involves establishing energy performance targets
for each school building, identifying the technical
measures that can help meet that performance target,
identifying resources necessary to implement the
action plan, and determining the responsibilities of
internal and external parties.

Key strategies for creating an action plan include:

Develop whole building energy performance targets.
Once  a school district has evaluated its portfolio's
performance and set portfolio-wide goals, it can estab-
lish energy performance targets for each existing and
new building. Establishing energy performance targets
for each building allows school districts to clearly artic-
ulate to building occupants and other key personnel
the expected results of energy efficiency investments
in each facility, and enables them to track progress and
measure results. Whole building energy performance
measurements can be developed for existing buildings
using  Portfolio Manager, which enables users to iden-
tify baseline energy performance and set targets based
on EPA's national energy performance scale (U.S. EPA,
2008n).  For new school buildings, Target Finder can be
used to set whole building performance targets (U.S.
EPA, 2008p).
        The Poudre School District in Fort Collins,
        Colorado, used Target Finder when design-
        ing its new Operations Building. By adjust-
   ing the design throughout the process, the design
   team was able to produce a final design that
   repeatedly achieved projected scores in the 80s and
   earned the designation "Designed to Earn the
   ENERGY STAR." Completed in 2002, the building
   earned the ENERGY STAR label after 1 year, and
   in 2005 achieved a perfect score (U.S. EPA, 2008p;
   U.S. EPA, 2008q).
Use a staged approach to identify technical measures
for improving energy efficiency. A staged approach
to improve energy efficiency in existing school build-
ings and incorporating energy efficiency in new and
renovated buildings can lead to greater overall energy
cost savings. The sections below provide information
on using a staged approach in existing and new school
buildings, including a number of resources that offer
guidance on selecting technical measures to incorpo-
rate into energy efficiency action plans.

In addition, school districts can obtain information
on best practices from other school districts that
have improved energy efficiency in their facilities.
ENERGY STAR Labeled Buildings and Plants is an
EPA-maintained list of the more than 4,000 build-
ings that have earned the ENERGY STAR label for
energy performance (U.S. EPA, 2008r). In addition,
many ESCOs have experience with proven technical
energy efficiency measures, and can incorporate these
measures into an action plan through the energy
performance contracting process. EPA has developed
a directory of providers that can help school districts
with expert advice and technical assistance on  entering
energy performance contracts.6

USING A STAGED APPROACH IN EXISTING
SCHOOL BUILDINGS
For existing school buildings, a staged approach that
sequences building upgrades in  a logical, systems-
oriented way can lead to the greatest energy savings for
the available budget. When following this approach,
school districts can identify appropriate technical
measures for each step in the process.

EPA recommends using a five-stage approach to
upgrading facilities (see the text box on page 14 for a
more detailed description). The  approach includes the
following stages:

1. Conduct retrocommissioning.

2. Install energy-efficient lighting.

3. Reduce supplemental loads (e.g., by purchasing
  ENERGY STAR labeled equipment).

4. Install fan system upgrades.

5. Install heating and cooling system upgrades.
                                                             6 See http://www.energystar.gov/index.cfmfc = spp res.pt sppsfor a
                                                             directory of 'energy service providers. For more information on performance
                                                             contracting, see Section 7, Investment and Financing Opportunities.
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OVERVIEW OF EPA BUILDING UPGRADE MANUAL STAGED APPROACH FOR IMPROVING ENERGY PERFORMANCE
The staged approach outlined in the 2008 ENERGY STAR Building Upgrade Manual provides a systematic method for planning energy
efficiency upgrades in buildings that accounts for interactions between building energy systems, enabling organizations to achieve
significant energy savings. This approach involves the following stages:

1. Retrocommissioning: Commissioning is the process of ensuring that a new building is designed, installed, tested, and capable of
being operated and maintained according to the owner's needs. Commissioning a new building can produce energy cost savings of
$0.02 to $0.19 per square foot  (Mills et al., 2004). Commissioning can also produce nonenergy benefits, such as improved occupant
comfort and indoor air quality.  One study estimates that the average value of nonenergy benefits for every $1 spent on commissioning
ranges from $1 to as high as $2.30, when accounting for energy efficiency rebates. Nonenergy benefits resulting from commissioning
are estimated to be $0.50 per square foot (Mills et al., 2004; Jennings and Skumatz, 2006).
Retrocommissioning buildings that were never commissioned is a key step in
identifying technical measures for a staged approach to improving energy efficiency.
This process can identify no- and low-cost technical measures for improving energy
efficiency and can result in energy cost savings between $0.11 and $0.72 per square
foot (Mills et al., 2004). Recommissioning is the process of commissioning a  building
that has already been commissioned.

2. Lighting Upgrade: Improving the energy efficiency of the building lighting system
can reduce lighting energy costs. Lighting systems can account for up to 40% of a
building's total energy use. Improving energy efficiency can halve lighting  energy
consumption while improving lighting quality and reducing unwanted heat gain.
Improving lighting system energy efficiency involves the following steps:

   • Design light quantity and quality to meet task and occupant  needs
   • Maximize lamp and ballast efficiency
   • Install automatic controls to turn off or dim lighting
   • Establish schedules for group re-lamping and fixture cleaning
   • Purchase ENERGY STAR labeled lighting products
   • Use responsible disposal practices
ENERGY STAR*
Building Upgrade Manual
3. Supplemental Load Reductions: Purchasing ENERGY STAR labeled office equipment and improving the energy efficiency of building
envelope components (e.g., installing window films and adding insulation or reflective roof coating) reduces supplemental load energy
consumption. Reducing supplemental loads enables organizations to install smaller fan, heating, and cooling systems that cost less and
use less energy.

4. Air Distribution System Upgrades: Air distribution systems account for approximately 7% of an office building's total energy use.
Technical measures, such as right-sizing fan system equipment and converting to a variable-air-volume system, can significantly
reduce air distribution system energy costs. For example, reducing a fan's speed by 20% (e.g., by using a variable-speed drive) can
reduce its energy consumption by 50%.

5. Heating and Cooling System Upgrades: Heating and cooling systems typically account for one-fourth of a building's energy use.
Improving energy efficiency in these systems can produce significant savings. A strategy for improving heating and cooling system
efficiency involves:

   •  Measure heating and cooling loads
   •  Right-size heating and cooling systems
   •  Install energy-efficient chillers
   •  Upgrade other heating and cooling system components
   •  Install variable-speed drives on pumps and cooling tower fans
   •  Optimize operations.

Source: U.S. EPA, 2008.
  ENERGY STAR

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Implementing upgrades in appropriate stages reduces
the overall heating and cooling capacity needed,7 which
can enable school districts to purchase right-sized
equipment. Right-sized equipment meets the neces-
sary load after efficiency measures are implemented, as
opposed to oversized equipment that serves the load
but at a higher upfront cost.

Energy efficiency upgrade and design guidance materi-
als are helpful for identifying and prioritizing technical
measures to incorporate into a school district's energy
efficiency action plan. For example, the ENERGY STAR
Building Upgrade Manual provides guidance on using
the staged approach for upgrading existing buildings,
including a chapter on schools specifically (see the text
box on page 14).

USING A STAGED APPROACH IN NEW AND
RENOVATED SCHOOL BUILDINGS
While the preceding staged approach makes sense  for
existing school buildings, many school districts follow
a different approach for new school buildings. School
districts can use EPA's ENERGY STAR Integrated
7 In typical office buildings, local governments can achieve cooling capacity
reductions of up to 5 percent if operations and maintenance practices, lighting
systems, and HVAC systems are upgraded in subsequent order (National
Action Plan for Energy Efficiency, 2008). For more information on improving
energy performance in municipal buildings through the staged approach, see
EPA's Energy Efficiency in Local Government Operations guide in the Local
Government Climate and Energy Strategy Series.
 Energy Design Guidance to design new school building
 systems and materials as an integral network that will
 improve energy performance (U.S. EPA, 2008c). This
 guidance document can help school districts identify
 cost-effective energy efficiency investments that
 consider the environment, climate, building orienta-
 tion, and other features that affect performance in new
 school buildings.

 For new and renovated school buildings, school
 districts can also use the Whole Building Design Guide,
 a resource developed with EPA and DOE support
 by the National Institute of Building Sciences, which
 provides information on energy-efficient building
 design and offers numerous case studies, tools, and
 guidance documents. Other design guidelines include
 the DOE EnergySmart Schools Advanced Energy
 Design Guide for K-12 School Buildings, which includes
 individual guidelines for a range of climate types,
 and the Collaborative for High Performance Schools
 (CHPS) Best Practices Manual (see the text box on page
 15 for more information on CHPS).

1 Secure necessary funding. When designing an
 action plan for improving energy efficiency in school
 buildings, it is important to identify the costs of
 implementing the action plan, and to evaluate funding
 options. The following financial tools, as listed in Table
 1, ENERGY STAR Program Resources, are available
 through EPAs ENERGY STAR program to evaluate
 the investment required for priority energy efficiency
    COLLABORATIVE FOR HIGH PERFORMANCE SCHOOLS

    The Collaborative for High Performance Schools (CHPS) brings together stakeholders from utilities, state and local governments, and
    nonprofit organizations to facilitate design of high-performance school buildings. The goal of the program is to use energy-efficient
    design to provide an outstanding learning environment, a healthy and safe place to work, increased school durability, cost-effectiveness
    over the life of a building, maximum conservation of resources, and long-term benefits to taxpayers through energy cost savings.

    The collaborative oversees a green building rating program designed exclusively for K-12 schools that is based on, and similar in
    structure and function to, the LEED green building rating system for new construction.  It provides technical workshops for design
    professionals and has developed a six-volume best practices manual. The collaborative recognizes projects for meeting CHPS criteria
    through two programs: CHPS Verified and CHPS Designed. CHPS Designed is a free self-certification program, while CHPS Verified
    provides third-party verification.

    The CHPS criteria address energy and water efficiency, site and materials selection, and indoor environmental quality, and provide
    sustainable policies and innovations that can be adopted by schools and districts. The criteria model originated in California and
    has been borrowed and adapted by a number of states, including Massachusetts, New York, and Washington, and the multistate,
    nongovernmental organization Northeast Energy Efficiency Partnerships. As a result, the criteria and the specific targets and goals
    within them vary across scorecards based on the different  climate conditions, demographics, and needs of the states and organizations
    that have adopted the CHPS model.

    Source: CHPS, Undated(a); MTC, 2007a; Washington, 2006; NYSERDA, 2007.
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   projects, and to help make the financial case for energy
   efficiency investments:

      > Cash Flow Opportunity Calculator. This tool can
       determine how much new energy-efficient equip-
       ment can be purchased based on estimated cost
       savings, whether equipment should be purchased
       now using financing or if it is better to wait and
       use cash from a future year's budget, and whether
       money is being lost by waiting for lower interest
       rates.

      > Financial Value Calculator. This tool presents
       energy efficiency investment opportunities in
       terms of key financial metrics. It can determine
       how energy efficiency improvements can affect
       organizational profit margins and returns on
       investments.

      > Building Upgrade Value Calculator.  This calcula-
       tor can estimate the financial benefits of improving
       energy efficiency in office buildings.
       CASH FLOW OPPORTUNITY CALCULATOR

       The ENERGY STAR Cash Flow Opportunity Calculator is a
       decisionmaking tool that can be used to influence timing
       of energy-efficient product purchases. The tool can be
       used to determine:

         • The quantity of energy-efficient equipment that
          can be purchased and financed using anticipated
          savings;
         • Whether it is most cost-effective for the purchase to
          be financed now, or to be paid with future operating
          funds; and
         • The cost of delay: whether money is being  lost while
          waiting for a lower interest rate.

       www.energystar.gov/ia/business/cfo_calculator.xls

       Source: U.S. EPA, 2003b.
   Once a school district has determined the size of the
   investment required to implement priority energy
   efficiency upgrades, it can consider a range of funding
   options. Financial assistance for improving energy
   efficiency in school buildings can be secured through
   a number of sources. Many states administer programs
   that provide incentives to schools for investments in
 energy efficiency, while a number of school districts
 have identified and secured funding resources from
 external sources. Energy performance contracts, for
 example, can be used to implement energy efficiency
 upgrades at no upfront cost, often through a financial
 arrangement with an ESCO. For more information on
 funding energy efficiency improvements, see Section 7,
 Investment and Financing Opportunities.

 In cases where school districts do not have sufficient
 resources to improve energy efficiency across a broad
 portfolio of school buildings, they can concentrate
 resources to systematically improve energy efficiency
 in one or a few schools. Experiences from such pilot
 projects can be applied to a broader set of schools
 when additional resources become available. In addi-
 tion, school districts can use pilot projects and studies
 to gather information on the benefits and costs of
 priority investments, and use them to increase public
 awareness of energy efficiency activities. Pilot projects
 can also help identify potential full-scale implementa-
 tion challenges.

 STEPS 5 AND 6: IMPLEMENT THE ACTION
 PLAN AND EVALUATE PROGRESS

 Step 5 of the ENERGY STAR Guidelines for Energy
 Management, Implement the Action Plan, involves
 gaining the support and cooperation of individuals at
 different levels within the school district and individual
 schools. The guidelines identify five steps for ensuring
 effective implementation of the action plan:

1 Create a communication plan

1 Raise awareness
1 Build capacity
1 Motivate
1 Track and  monitor

 Section 6, Strategies for Effective Program Implementa-
 tion, provides information on strategies that school
 districts have used to address the first four steps,
 including strategies for gaining buy-in from key
 personnel.

 ESTABLISH AND MAINTAIN A TRACKING SYSTEM
 The fifth step in implementing an action plan is to
 develop a tracking system and use it to continuously
 track and monitor energy use data, which is critical for
 evaluating program progress. Maintaining an effective
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centralized tracking system involves the following
actions:

Perform regular updates. Data can be collected and
incorporated into the tracking system at regular inter-
vals, typically weekly or monthly. Regular data updates
ensure the system provides helpful output when it
comes time to evaluate program progress.

Conduct periodic reviews. Periodic reviews of
progress made toward meeting interim goals and
milestones can help ensure an energy program will
meet its ultimate performance goals (as established in
Steps 2 and 3, Assess Baseline Energy Performance and
Set Goals) when the energy team conducts a complete
program progress evaluation.

Identify necessary corrective actions. Periodic
reviews can also identify corrective actions the energy
team can take before a formal program evaluation.

EVALUATE PROGRESS
Implementing an action plan for improving energy
efficiency does not in itself guarantee a school building
will achieve its intended energy performance target.
Step 6 of the ENERGY STAR Guidelines for Energy
Management, Evaluate Progress, describes a process
for evaluating the progress of an energy program using
information collected during the tracking and moni-
toring process described above. The guidelines identify
two critical steps involved in evaluating an energy
efficiency program:

Measure results. Comparing the performance of a
portfolio of buildings at the time of evaluation to the
baseline performance enables school districts to deter-
mine whether they have met their portfolio-wide goals
(see Steps 2 and 3, Assess Baseline Energy Performance
and Set Goals). Measuring results involves  gathering
data on energy use  and costs from  the continuous
tracking system (see Step 5, Implement the Action
Plan) and analyzing these data to identify savings. A
complementary step is to ensure third-party verifica-
tion of savings data so that intended energy perfor-
mance is actually achieved. School districts can obtain
third-party verification from a number of sources,
including ESCOs and energy service providers.8
8 See http://www.energystar.gov/index.cfmfc = spp res.pt sppsfor a direc-
tory of energy service providers.
 A final step in measuring results involves benchmark-
 ing energy performance. As described under Steps 2
 and 3, Assess Baseline Energy Performance and Set
 Goals, benchmarking can occur earlier in the energy
 management process to estimate potential savings and
 help develop a baseline and set goals. Benchmarking
 can also be conducted during the evaluation process.
 Using EPAs national energy performance scale (e.g.,
 using Portfolio Manager) allows school districts to:
    > Compare their new performance score to their
     baseline performance score

    > Compare their achieved performance against
     established goals for environmental performance
     or financial savings
    > Compare their achieved energy performance to
     peers to establish a relative understanding of where
     their performance ranks

1 Review the action plan. Once a school district has
 determined the results of its energy efficiency invest-
 ments, both in terms of energy savings and bench-
 marking, it can use this  information to evaluate the
 effectiveness of its action plan. If the results indicate
 the school district did not reach its goals, the district
 can consider revising the action plan (e.g., to focus on
 implementing energy efficiency upgrades in additional
 priority buildings). If the results indicate the school
 district did reach its  goals, the district can consider
 setting higher goals for achieving greater energy cost
 savings and revise the action plan accordingly.

 STEP 7: RECOGNIZE SUCCESS

 One way to sustain momentum and support for energy
 efficiency activities is to be recognized for achieving
 performance goals. As a complement to opportunities
 for recognizing success internally, third-party recogni-
 tion options include:

1 ENERGY STAR labeled buildings. School buildings
 achieving an energy  performance score of 75 or greater
 are eligible to apply for the ENERGY STAR label.
 Buildings that have earned the ENERGY STAR label
 use, on average, 40 percent less energy compared to
 conventional buildings (U.S. EPA, 2008d).

1 ENERGY STAR awards. EPA also provides recogni-
 tion to organizations that meet important energy
 savings milestones, such as improvements of 10
 percent, 20 percent, 30 percent, or more, relative to
 their initial baselines. As of August 2009, more than
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   60 school districts have met these milestones, earning
   recognition as ENERGY STAR Leaders (U.S. EPA,
   2009i).
       ENERGY STAR LEADERS IN K-12 SCHOOLS

       School districts that are ENERGY STAR partners and
       demonstrate continuous improvement in energy
       performance organization-wide, not just in individual
       buildings, qualify for recognition as ENERGY STAR
       Leaders. Based on results tracked in Portfolio Manager,
       ENERGY STAR Leader recognition is provided for
       achieving portfolio-wide energy efficiency improvements
       of 10%, 20%, and 30% (or more) in normalized energy
       use. ENERGY STAR Leaders who also achieve an average
       score in Portfolio Manager of 75 or better portfolio-wide
       are recognized as Top Performers (U.S. EPA, 2009i).
           Nash-Rocky Mount School District in Nash-
           ville, North Carolina, initially committed to
           reducing energy costs across its portfolio of
      29 facilities in 2004. By implementing portfolio-
      wide comprehensive energy upgrades—which
      involved partnering with the state energy office,
      ESCOs, and energy efficiency service providers—
      the school district was able to improve energy effi-
      ciency by 20 percent in 2006. In 2008 the school
      district was recognized as an ENERGY STAR Top
      Performer for achieving a portfolio-wide average
      score of 75 on EPA's national energy performance
      scale. Between September 2004 and August 2007,
      the school district saved a total of $3.1 million
      (Nash-Rocky Mount, 2008). Over 3.5 years, the
      district reduced overall energy use by 28 percent,
      decreasing CO2 emissions by more than 18,600
      tons, equivalent to the annual emissions of 3,000
      cars (Southface, 2009). The district received an
      ENERGY STAR Partner of the Year award in
      March 2009.
   Energy Efficiency in  Green
   School Buildings

   Many school districts have found that the processes
   of planning, designing, and constructing new and
   renovated energy-efficient school buildings—as
   described in the preceding section—offer opportunities
   to integrate energy efficiency with other green features
(e.g., use of renewable energy supplies and sustainable
site selection). These features can provide additional
environmental, economic, and health benefits. In addi-
tion to enhancing a school building's environmental
profile (e.g., through reduced  GHG emissions), school
districts have found that incorporating energy efficien-
cy can improve the cost effectiveness of green school
buildings. Because of this, energy efficiency is often
considered first in green school building design, and
has become the cornerstone of many school district
green building programs.
   GREEN BUILDINGS

   Many terms are used to describe buildings that
   incorporate energy efficiency and other environmental
   features, including "green buildings," "high-performance
   buildings," and "sustainable buildings." Regardless of
   the definitions, there is often a public perception that
   energy efficiency and "green" are interchangeable, and
   that green buildings are energy efficient. However, this
   is not always the case. Some "green" buildings do not
   adequately incorporate energy efficiency.

   This section uses the term "green building" as an all-
   encompassing description of buildings that incorporate
   energy efficiency plus other energy and environmental
   features where cost-effective and practical, including:

      • Renewable energy supply
      • Combined heat and power (CHP)
      • Sustainable site design that minimizes stress on the
       local landscape
      • Water efficiency and quality
      • Green materials and resources that minimize
       consumption and waste
      • Indoor environmental quality
BENEFITS OF GREEN BUILDINGS

By incorporating energy efficiency into green school
buildings and green school building policies, school
districts can achieve all the energy efficiency benefits
described in Section 2, Benefits of Energy Efficiency
in K-12 Schools. In particular, the reduced energy
costs associated with incorporating energy efficiency
in green school buildings can help districts achieve
overall cost effectiveness in green building design (U.S.
EPA, 2008o; U.S. EPA, 2006b).
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Green buildings can provide several additional envi-
ronmental benefits, including:
Lower GHG emissions
Reduced construction/demolition debris
Ecosystem protection

Natural resources conservation
    RECYCLING-ENERGY RELATIONSHIP

    •  Recycling 1 pound of steel saves 5,450 Btu of energy,
      enough to light a 60-watt bulb for more than 26
      hours.
    •  Recycling 1 ton of glass saves the equivalent of nine
      gallons of fuel oil.
    •  Recycling aluminum cans requires only 5% of the
      energy needed to produce aluminum from bauxite.
      Recycling just one can saves enough electricity to light
      a 100-watt bulb for 3.5 hours.

    Source: Pennsylvania, 2007.
    EPA WATERSENSE LABEL

    The EPA WaterSense Program label is for products
    that are independently tested to meet water efficiency
    and performance criteria. Labeling criteria have been
    established for plumbing fixtures (toilets, faucets,
    showerheads, and urinals), new homes, and training
    programs for irrigation professionals. In general,
    products that receive
    the WaterSense
    label are 20%  more
    water-efficient than
    conventional products.
    In addition to  conserving
    water, these products
    can reduce the amount
    of energy required to
    deliver and treat water.

    Source: U.S. EPA, 2007c.
Some green building environmental features can also
have secondary energy-saving benefits. For example,
many green school buildings incorporate water
efficiency measures that reduce water heating energy
consumption while conserving a natural resource (U.S.
EPA, 2008s). The actual benefits of green buildings
depend on the environmental features incorporated
into the designs, which can depend on the green build-
ing rating system followed (e.g., CHPS, LEED, Green
Globes) and whether the building operates as designed.
The text box above provides information on the poten-
tial financial benefits of building green schools.
FINANCIAL BENEFITS OF GREEN SCHOOLS
Green school buildings generate substantial energy,
environmental, and health-related benefits. A Capital E
study estimated the savings resulting from green building
design measures in 30 school buildings built in 10 states
in 2001-2006. The table below shows the average
financial benefits of these green school buildings by
specific building attributes.
Energy $ 9

Emissions
Water and Wastewater
Increased Earnings
$1
$1
$49
Asthma Reduction $ 3
Cold and Flu Reduction
Teacher Retention
Employment Impact
TOTAL
COST OF GREENING
NET FINANCIAL BENEFITS
$5
$4
$2
$74
($3)
$71
'Increased Earnings" refers to the higher salaries that
graduates of green schools are projected to earn due
to the higher average learning rates and test scores
associated with green school buildings
Source: Capital E, 2006.

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   PLANNING AND DESIGN APPROACH FOR
   INCORPORATING ENERGY EFFICIENCY IN
   GREEN BUILDINGS

   When planning and designing green school buildings,
   school districts can follow the steps outlined in the
   preceding section on improving energy efficiency in
   school buildings. Incorporating energy efficiency into
   green school buildings can also involve the following
   actions:

   1 Ensure that energy efficiency is specifically included
   in green building policies. Energy efficiency is a criti-
   cal element of green building and is a key feature of the
   design process. School districts have found that requir-
   ing a combination of energy performance tools and
   green building approaches from the onset can ensure
   that new and renovated school buildings meet both
   energy performance and environmental criteria. An
   increasingly common strategy is to use EPA's ENERGY
   STAR platform in conjunction with the U.S. Green
   Building Council's (U.S. GBC) Leadership in Energy
   and Environmental Design (LEED) rating system for
   green building design. For more information on incor-
   porating energy efficiency in green building polices,
   see the text box on page 21.
           The Fossil Ridge High School in Fort Collins,
           Colorado, was designed to meet the Silver
           standard on the LEED rating system in 2004.
      To ensure optimal energy performance, the school
      was designated "Designed to Earn the ENERGY
      STAR" using Target Finder.
   1 Use energy efficiency investments to reduce the cost
   of using renewable energy sources. Many school
   districts are improving the environmental profile of
   their green school buildings by incorporating on-site
   renewable energy generation systems into building
   designs. These systems, however, can have a high
   upfront cost. Many school districts have found that
   reducing energy consumption in green school build-
   ings through energy efficiency allows them to meet
   their renewable energy goals with smaller and less
   expensive generation systems. In addition, the energy
   cost savings from energy efficiency investments can
   offset the cost premiums of using renewable energy
   sources. For more information on using renewable
   energy sources, see EPAs On-site Renewable Energy
 Generation guide in the Local Government Climate and
 Energy Strategy Series.
    GREEN BUILDING AND ENERGY STAR

    When upgrading existing buildings or designing new
    buildings, local governments are looking to green
    building certification programs such as the U.S. Green
    Building Council's (USGBC) Leadership in Energy and
    Environmental Design (LEED) rating system and the
    Green Globes rating system. These systems standardize
    the elements of green building by conferring design
    certification based on requirements for (1) energy and
    atmosphere, (2) site sustainability, (3) water efficiency,
    (4) materials and resources, (5) indoor air quality, and (6)
    innovative design process.

    Depending on the rating system, it can be important
    to add requirements for energy performance, such as
    achieving EPA's ENERGY STAR program levels. It is also
    important to require third-party verification, which is
    required to earn the ENERGY STAR label on commercial
    buildings

    Source: LEED, 2005; U.S. EPA, 2008o.
    ENERGY-EFFICIENT DESIGN VERSUS PERFORMANCE

    While using design standards can be helpful for
    implementing energy efficiency measures in new and
    renovated buildings, not all design standards guarantee
    energy-efficient performance. For instance, facilities
    designed to exceed building energy codes will not
    necessarily achieve superior energy efficiency because
    codes prescribe minimum design criteria for certain
    facility components, but do not predict whole building
    energy performance. Studies have shown that exceeding
    building codes is not a guarantee of future energy
    performance.

    Source: U.S. EPA, 2006.
' Include requirements for third-party verification
 of energy performance. Third-party verification is an
 important step toward ensuring that green buildings
 are energy-efficient. While some green building certi-
 fication only considers a buildings design, third-party
 verification of energy performance can determine
 whether a building is performing as intended. School
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    INCORPORATING ENERGY EFFICIENCY INTO LEED GREEN SCHOOL BUILDING POLICIES

    Energy efficiency can be incorporated into green school building policies in a variety of ways. Many school districts have adopted the
    LEED for Schools rating system. School districts can take the following steps to incorporate energy efficiency into their LEED green
    building policies:

       • Target Energy Performance. Require design teams to meet aggressive energy performance targets based on the most energy-
        efficient existing buildings in the market. For building types covered by EPA's ENERGY STAR Target Finder, the target should be at
        least 75, the level at which a building is "Designed to Earn the ENERGY STAR." See Develop Whole Building Performance Targets
        under Step 4 in Planning and Design Approaches for Energy Efficiency in K-12 Schools for more detailed guidance and strategies
        for building types not covered by Target Finder. Design projects applying for LEED for Schools certification must establish an
        Energy Performance score goal using Target Finder as part of Energy & Atmosphere Prerequisite 2. The Statement of Energy
        Design Intent (SEDI), generated from Target Finder, documents the energy use goal.
       • Achieve Energy-Related Credits. Strive to achieve the greatest possible quantity of credits in the LEED Energy and Atmosphere
        credit category.
       • Track Results and Strive to Earn the ENERGY STAR. Compare the building's actual performance to the energy target used during
        the design phase and confirm that it is eligible for the ENERGY STAR once it has been operating for 1 year. EPA's Portfolio Manager
        enables users to track energy consumption, and certain building types are eligible to receive an ENERGY STAR score, similar to
        the score generated in Target Finder, for actual energy performance. Any building type, such as a school, that is eligible for a
        score must earn a minimum score of 69 in Portfolio Manager to apply for LEED for Existing Buildings: Operations & Maintenance
        (LEED-EB: O&M) certification. A summary of energy use, such as the Statement of Energy Performance (SEP) generated in Portfolio
        Manager and verified by a professional engineer, must be submitted along with other documentation to demonstrate compliance
        through at least 12 months of energy performance. Buildings that receive a 75 or better are eligible to receive the ENERGY STAR.

    Source: U.S. GBC, 2007.
 districts can include provisions in their green building
 policies requiring third-party verification to confirm
 that, once operational, school buildings meet the ener-
 gy performance targets established during the planning
 and design phases. School districts can obtain third-
 party verification from a number of sources,  including
 ESCOs and energy service providers.9 In addition,
 the ENERGY STAR Statement of Energy Performance
 that is generated from Portfolio Manager can verify
 energy efficiency results. School data can be verified by
 a professional engineer.

1 Consider conducting a demonstration project.
 When resources and/or support for implementing a
 green building policy are limited, school districts can
 develop a single green school building to serve as a
 demonstration project. These projects can be used to
 showcase the energy efficiency and environmental
 benefits of green buildings, while helping to make the
 case for implementing a portfolio-wide green build-
 ing approach as additional support and/or resources
 become available.
 9  See http://www.energystar.gov/index.cfmfc = spp res.pt sppsfor a direc-
 tory of energy service and product providers.
 4.  KEY PARTICIPANTS

 School districts often involve a number of participants
 when planning and implementing energy efficiency
 activities in K-12 school buildings, including:

1 Mayor or county executives. Many local government
 executives have been influential in improving energy
 efficiency in K-12 school buildings in their communi-
 ties. In a number of local governments, mayors have
 adopted energy efficiency policies encompassing all
 public facilities, including school buildings. A number
 of mayors have joined the Mayors' Alliance for Green
 Schools to increase awareness of opportunities for
 energy efficiency and other environmental features in
 school buildings (U.S. GBC, 2008).

1 City or  county councils. City and county councils
 often have a close working relationship with school
 districts, particularly the school superintendent. In
 many localities, the city or county council has worked
 with the superintendent to initiate energy efficiency
 programs across school districts.

1 Local government agencies. School districts can
 obtain technical and informational assistance from
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   local government agencies, including local energy,
   environment, and planning departments. Staff from
   such agencies can often direct school districts to
   resources for improving energy efficiency in public
   facilities, and can sometimes offer technical assistance
   in implementing upgrades to school buildings.

  1 Superintendents. Many school districts have found
   it important to gain the support of school district
   superintendents because their visibility to both parents
   and local government officials can help highlight the
   effectiveness of energy efficiency improvements.

  1 School boards. School boards often play an important
   role in planning and implementing energy efficiency
   activities in K-12 school buildings. The school board is
   often responsible for determining how school district
   money is spent, which can have significant implica-
   tions for energy efficiency investments. In a number
   of school districts, the board requires regular reports
   on energy efficiency upgrades in the district's school
   buildings.
           DeKalb County Central United School
           District in Waterloo, Indiana, joined the
           ENERGY STAR Challenge in 2008 to
      improve energy performance by 10 percent. The
      school district has been working with an ENERGY
      STAR service provider for 4 years to improve ener-
      gy efficiency in its school buildings. The school
      district's energy program managers report to the
      school board on energy efficiency activities every 6
      months. These reports to the school board are
      covered by the local media (U.S. EPA, 2008i).
  1 Energy program managers. In school districts that
   have hired an energy manager to oversee their energy
   consumption, the manager often reports directly to
   the superintendent or school board, and generally
   works closely with the facility management team.
   Many schools participating in the Collaborative for
   High Performance Schools (CHPS) in California, for
   example, have appointed energy program managers
   to be responsible for implementing the collaborative's
   initiatives in each of the district's facilities (CHPS,
   2006).
           In Austin, Minnesota, the school district
           hired an energy coordinator to work with an
           outside firm in tracking energy consumption
   in the district's seven school buildings. Having an
   energy coordinator to oversee energy efficiency
   improvements has been an integral part of the
   school district's energy efficiency program, which
   has helped reduce annual energy costs by $140,000
   (U.S. EPA, 2008e).
1 Principals, teachers, and other staff. Many school
 districts have found that working with school districts
 to involve principals, teachers, and other staff in the
 energy efficiency activity planning process can help
 planners understand the specific needs that a school
 building's design must accommodate, and in turn helps
 educators teach students about these energy-efficient
 features. A number of school districts have provided
 training sessions for school staff on operating building
 controls and promoting energy-efficient practices to
 the student body (U.S. EPA, 2008).

1 Students and parents. Many local governments have
 found that working with school districts to involve
 students in planning and implementing energy effi-
 ciency measures can be an effective way to ensure buy-
 in and gathering feedback. Some schools have asked
 students to identify strategies for reducing energy
 consumption in school facilities and operations.
         Clarence Middle School in Clarence, New
         York, instituted an intentional, temporary
         blackout during which students were encour-
    aged to brainstorm strategies for conserving ener-
    gy, many of which—such as a school-wide light
    switch reminder sticker design contest—were
    subsequently implemented (ASE, 2002).
         In Minnesota, the Schools for Energy Effi-
         ciency program works with school districts
         to improve energy efficiency in their facili-
   ties. Through the program, students are encour-
   aged to develop their own energy efficiency initia-
   tives, many of which have involved behavioral
   changes in school facilities (SEE, 2007).
 Several school districts have reached out to parents in
 the energy efficiency program planning and develop-
 ment processes. Involving parents in these processes
 can increase local awareness of energy efficiency and
 build support for the activities a school is planning.
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 Involving parents can also offer opportunities for
 school districts to leverage additional community
 resources.
         The Council Rock School District in
         Newtown, Pennsylvania, established a Go
         Green Team to lead its environmental initia-
    tive, which includes an energy management
    program. The team is comprised of faculty and
    staff from each of the district's schools and
    includes a representative from each school's
    parent-teacher organization (U.S. EPA, 2008J).
1 Utilities and other energy efficiency program admin-
 istrators. Utilities and other energy efficiency program
 administrators (e.g., state-administered public service
 energy efficiency agencies) can provide school districts
 with technical assistance in planning and implement-
 ing energy efficiency activities. In some states, investor-
 owned utilities are required by law to provide schools
 with technical assistance in implementing energy
 efficiency measures.
    NEW YORK POWER AUTHORITY-POWER TO SCHOOLS

    The New York Power Authority is a state-owned utility
    that administers energy efficiency programs. Its Power
    to Schools Program offers cost-effective energy
    efficiency opportunities to public and private schools
    throughout New York. The utility allows energy efficiency
    improvements to be paid from energy savings, which
    enables schools to finance projects they might otherwise
    not be able to afford.

    The Williamsville Central School District has worked with
    the utility to implement $8.7 million in energy efficiency
    improvements to its 13 facilities. When  completed, the
    improvements will include a range of energy efficiency
    measures, including lighting retrofits, boiler replacements,
    installation of energy management systems, and
    automated swimming pool covers. The cost of these
    improvements will be paid through energy cost savings
    over several years.

    Source: U.S. EPA, 2007d.
         The California Energy Commission's Bright
         Schools Program works with Pacific Gas
         Edison, an electric utility, and DOE's Rebuild
    America Program to administer the School
    Resource Program, which provides energy
    efficiency audits, technical assistance with retrofit
    plans, and staff training to schools (PGE, 2007).
 Municipally owned utilities in other localities can be
 sources of information on energy efficiency for school
 districts, and can often be relied on for technical assis-
 tance on energy efficiency projects.

1 State and federal agencies. Many state governments
 provide financial and technical assistance to school
 districts. In Pennsylvania, for example, the public
 school code directs the state to provide grants to school
 districts that achieve LEED Silver certification (GGGC,
 Undated). State energy offices can be another helpful
 source of information on energy-efficiency technical
 and financial assistance opportunities. Federal agen-
 cies such as DOE and  EPA provide assistance and
 resources for energy efficiency activities in K-12 school
 buildings. A number of K-12 school districts have part-
 nered with EPA and ENERGY STAR, which provides
 guidelines and tools for energy management district-
 wide and energy-efficient new school design, energy
 management training, and recognition opportunities
 for improvement and top performance.

1 Energy efficiency service and product providers.
 Many school districts  work with energy efficiency
 service and product providers to obtain technical
 assistance and guidance for energy efficiency projects.
 Many of these service  and product providers offer
 continuous energy monitoring for school districts,
 which can help sustain the cost-savings benefits of
 energy efficiency improvements.  Many providers have
 become ENERGY STAR Partners (for more informa-
 tion, see http://www.energystar.gov/index.cfmfc =
 spp_res.pt_spps).
         The Blue Mountain School District in
         Orwigsburg, Pennsylvania, has implemented
         a range of energy efficiency projects through
    an ENERGY STAR service provider that have led
    to cumulative energy cost savings of $850,000
    since 2005, preventing emission of 3,300 tons of
    CO2, equivalent to the annual emissions of about
    550 cars or the carbon storage capacity of more
    than 500,000 healthy adult trees.10 The service
 10 The average healthy tree in the United States stores 13 Ibs of carbon. From
 Identified Benefits of Urban Trees and Forests, by R.D. Coder, University of
 Georgia. Available at http://www.marshalltrees.com/upload/articlesjiles/
 art_31attached_file.pdf.
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      provider works directly with the energy managers
      and maintenance teams in each school district
      building (U.S. EPA, 2008f).
   5.  FOUNDATIONS  FOR
   PROGRAM DEVELOPMENT

   Local governments have employed a variety of mecha-
   nisms to initiate programs for improving energy effi-
   ciency in K-12 school buildings. This section provides
   information on a range of these mechanisms, including
   descriptions and examples of how key participants
   have used different types of mechanisms to motivate
   development of energy efficiency programs and
   policies.

  1 Individual school initiatives. Some schools adopt low-
   cost energy efficiency and conservation measures, such
   as campaigns to turn off lights and computers when
   not in use, which do not require additional funds from
   the school district. These simple efforts can produce
   significant benefits and may lead to broader, district-
   wide activities.

  1 School district resolutions. Entire school districts
   have implemented energy efficiency measures in
   response to resolutions that require new or existing
   facilities to adhere to specified design or performance
   standards, such as ENERGY STAR, LEED, and CHPS.
   Many school districts have developed their own
   guidelines for energy and environmental design in
   school buildings. In California, for example, 19 school
   districts have adopted resolutions committing to the
   new school design guidelines laid  out by CHPS [CHPS,
   Undated(b)].
      COLUMBIA HEIGHTS SCHOOL DISTRICT-ENERGY
      SAVINGS POLICY

      In Minnesota, the Columbia Heights School District school
      board adopted an energy savings policy to guide energy-
      related decision-making in its five schools. The policy sets
      standards for lighting, temperature control, ventilation,
      scheduling, computer and office equipment use, kitchens,
      swimming pools, and water use. It has helped the
      district earn recognition as an ENERGY STAR Leader, an
      achievement that only four other school districts in the
      nation earned in 2006.

      Source: Columbia Heights School District, 2006a
         The school board in Council Rock School
         District in Newtown, Pennsylvania, which
         serves more than 12,000 students in 17 facili-
   ties, adopted an energy policy in November 2005
   that initiated an energy efficiency program. The
   policy's initial goal was for the school district to
   improve energy efficiency across its portfolio of
   buildings by 10-15 percent. By implementing a
   comprehensive retrocommissioning and energy
   efficiency improvement program that included
   operational adjustments, staff training sessions,
   system upgrades, and purchasing energy-efficient
   equipment, the school district was able to achieve
   a 30 percent improvement in energy efficiency
   portfolio-wide by the end of 2007 (U.S. EPA,
   2008J). As a result, the district has been recognized
   by EPA as an ENERGY STAR Leader.
1 School district planning process. A number of school
 districts around the country have developed long-
 range plans for renovating existing school buildings
 and developing new ones. Some school districts have
 incorporated energy efficiency goals into their plans.

1 Mayor or county executive initiatives. Local govern-
 ment executives have been the catalysts for improving
 energy efficiency in school buildings in their commu-
 nities. Mayors and county executives have used the
 visibility of their offices to encourage school districts
 to improve energy efficiency, often through executive
 orders or other proclamations.
         In October 2007, the county executive of
         Prince George's County, Maryland, issued an
         executive order that directed the Green
    Building Executive Steering Committee to develop
    guidelines for county government to reduce ener-
    gy consumption in existing facilities by 20 percent
    by 2015, and to design and construct all new facili-
    ties and public schools to meet LEED Silver certifi-
    cation (Prince George's County, 2007).
 Local government resolutions. City and county coun-
 cils have been influential in initiating energy efficiency
 programs in school buildings in many localities. In
 some localities, the city or county council has passed
 legislation requiring school buildings to be constructed
 to meet specific energy and environmental standards.
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        In 2006 the Washington, DC, city council
        passed legislation requiring all publicly
        owned and publicly financed buildings,
   including schools, to be designed to meet LEED
   Silver certification standards for environmental
   performance. To ensure these buildings achieve
   optimal energy performance, the legislation
   includes a requirement that buildings also be
   designated "Designed to Earn the ENERGY STAR"
   by Target Finder, and to be benchmarked annually
   using Portfolio Manager. To ensure compliance
   with these requirements, the legislation mandates
   reviews by a government agency or certified third
   party. The green building program is guided by a
   Green Building Advisory Committee (Washing-
   ton, DC, 2006).
1 Local government programs. Some school districts
 have implemented energy efficiency activities as part
 of broader community efforts coordinated by local
 governments.
        In Louisville, Kentucky, the Jefferson County
        School District joined with the Louisville
        Metro Government and University of Louis-
   ville to form the Partnership for a Green City to
   encourage broader adoption of environmentally
   responsible practices throughout the community.
   The partnership's Energy Committee develops
   strategies for incorporating energy efficiency
   activities into partnership projects (Louisville,
   2007). More than 150 schools in the district have
   also joined the Louisville Kilowatt Crackdown, a
   year-long competition sponsored by the Louisville
   Metro Government and local commercial real
   estate associations to promote and recognize
   building energy efficiency. Participants measured
   and tracked their buildings' energy performance
   using Portfolio Manager and worked to improve
   performance during the contest period of July
   2008-July 2009 (U.S. EPA, 2009f).
 State programs. Some states, such as Connecticut
 and North Carolina, have established requirements
 for school districts to achieve certain energy efficiency
 performance goals or follow statewide design guide-
 lines (Connecticut, 2006; North Carolina, 2004).
 6.  STRATEGIES FOR
 EFFECTIVE PROGRAM
 IMPLEMENTATION

 There are numerous opportunities for school districts
 to promote energy efficiency in their buildings. Howev-
 er, there are many barriers that could hinder effective
 implementation of energy efficiency programs, such
 as a lack of expertise, funding, or local government
 support. These types of barriers and others can be
 overcome through various strategies.

1 Engage management. Emphasizing the benefits of
 energy efficiency through life-cycle cost analysis, build-
 ing an experienced team, and creating a well-defined
 energy policy or plan can help school  districts secure
 support from elected officials and local government
 agency managers.

1 Obtain adequate information. There are a number of
 federal, state, and nongovernmental resources avail-
 able that can help school districts implement energy
 efficiency initiatives and inform the program develop-
 ment process. For a list of relevant resources and local
 government case studies, refer to Section 10, Additional
 Examples and Information Resources.

1 Utilize measurement tools and methodologies.
 Setting up an energy efficiency program can be daunt-
 ing, especially for school districts that may not possess
 extensive in-house expertise on energy management.
 Using effective measurement tools and methodologies
 can help facilitate the program development process.
 ENERGY STAR offers many resources that can help
 measure progress, including Portfolio Manager for
 buildings, which allows building  managers to track
 upgrades and resulting energy savings.

1 Pursue creative financing options. School districts
 often face tight budgetary constraints  that can make it
 difficult to find funding for the upfront costs of energy
 efficiency projects. However, many creative financing
 options exist that can help school districts leverage
 their available funds, such as energy performance
 contracts and lease-purchase agreements (National
 Action Plan for Energy Efficiency, 2008). Strategies
 to help overcome financial obstacles are discussed in
 Section 7, Investment and Financing Opportunities.

1 Develop political consensus. Local government deci-
 sions are often subject to consensus and therefore can
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   run into barriers brought on by differing opinions or
   political perspectives. For school districts, this process
   can prolong development or adoption of an energy
   efficiency program. By incorporating energy efficiency
   goals into preexisting related initiatives, school districts
   can avoid some of the difficulties associated with build-
   ing political consensus.

   Once a school district has initiated a program for
   improving energy efficiency in its school buildings (see
   Section 5, Foundations for Program Development), it
   can use various implementation strategies to strength-
   en the program and address the barriers identified
   above. These strategies can serve two purposes:

      • Developing the energy efficiency program to
       enhance its effectiveness

      • Engaging the community to leverage additional
       resources and increase program visibility

   Strategies for Developing an
   Energy Efficiency  Program

   Strategies that school districts have used to develop
   their energy efficiency programs are  similar to those
   involved in planning and designing the program (see
   Section 3, Planning and Design Approaches to Energy
   Efficiency in K-12 Schools). However, the implementa-
   tion strategies described in this section can be used
   after the program has been initiated to continue to
   enhance its benefits. For example, when planning and
   designing energy efficiency improvements in school
   buildings, it is important to use a team approach
   to develop an energy policy and create an action
   plan. Similarly, when implementing the  program for
   improving energy efficiency in school buildings, it is
   important to use a team approach to guide continual
   development, refinement, and successful execution of
   the program.

  1 Continue to use a team approach to continually
   improve the energy efficiency program. Just as build-
   ing a team of individuals with diverse areas of expertise
   can be a key initial step in developing an energy
   efficiency program (see Step 1: Make Commitments,
   in Section 3), continuing to use a team approach is
   critical for implementing and continually developing
   a successful energy efficiency program. Many school
   districts have established scoping teams, or energy effi-
   ciency advisory committees, to guide decisionmaking
 related to existing energy efficiency programs. These
 committees can help to continuously identify new ways
 to improve the program's effectiveness.
         When the Bainbridge Island School District
         in Washington began planning its new Sakai
         Intermediate 5th and 6th grade-level school
   in 1997, it appointed a program planning team
   composed of teachers and administrative staff to
   work with the project manager and architects. The
   team was responsible for ensuring the design
   team's plans were consistent with the school's
   curriculum and goals (PPRC, 2004).
 Establishing a team of administrators, faculty, and
 students that can take on additional responsibility
 for ensuring energy efficient measures, especially
 O&M practices, are sustained, can be a good way to
 educate students while ensuring continued energy
 performance.

 In Elma, New York, students from the Iroquois Green
 Schools team at Iroquois High School prepared class
 plans and developed educational materials to demon-
 strate energy conservation concepts and benefits to
 elementary school students throughout the school
 district (ASE, 2002).

1 Adapt activities to unique school priorities and
 curricula. Tailoring energy efficiency measures to a
 school's particular needs and resources can help incor-
 porate energy efficiency into a school's culture.
         When the Poudre School District in Fort
         Collins, Colorado, decided to build a new
         Fossil Ridge High School, its primary goal
   was to build the healthiest and most comfortable
   school possible to provide its students with a supe-
   rior learning environment. A secondary goal was
   to make the school a teaching tool for environ-
   mental stewardship at no added cost.  The building,
   completed in 2005, received LEED Silver certifica-
   tion and has earned the ENERGY STAR label for
   top energy performance each year from 2005 to
   2008  (U.S. GBC, 2006; U.S. EPA, 2009c).
1 Combine low-cost energy efficiency measures with
 higher cost measures. Combining energy efficiency
 measures that have lower implementation costs with
26
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 measures that have higher costs can allow school
 districts to use savings from the lower cost measures
 to offset the costs of the more extensive measures,
 thus shortening the overall payback period. A shorter
 payback period can make energy efficiency improve-
 ments more palatable to school district officials and the
 public, whose tax dollars are at stake (U.S. EPA, 2008).

1 Train facilities maintenance staff. Training for facili-
 ties maintenance staff is an important component of
 a comprehensive energy efficiency upgrade because
 it helps ensure that the benefits of the upgrades
 are sustained. Training can cover a range of topics,
 including equipment warranties and maintenance,
 operational schedules, emergency procedures, and
 air quality and comfort issues. Some school districts
 have incorporated training sessions for facility staff in
 performance contracts with ESCOs (U.S. EPA, 2008).

1 Use a district-wide shared savings approach. Many
 school districts employ a shared-savings approach
 that allows schools to retain a certain percentage of
 their energy savings from behavioral and operational
 changes. This approach often leads to increased buy-in
 from individual schools and  can result in greater over-
 all savings.
         Schools in Wake County, North Carolina,
         retain 10 percent of the annual energy
         savings they accrue. The increased buy-in
   produced by this shared-savings approach,
   combined with training sessions for faculty, staff,
   and students, has resulted in energy cost savings
   reaching nearly $600,000 per year (U.S. EPA,
   2008).
 Recognize students. School districts can encourage
 student buy-in for energy efficiency programs by
 recognizing students who contribute significantly
 to their school's activities. Increased recognition of
 student contributions can lead to more widespread
 awareness of a school's efforts, stronger appreciation for
 the benefits of energy efficiency, and more increased
 dedication to improving school energy performance.
         The Council Rock School District in
         Newtown, Pennsylvania, which serves more
         than 12,000 students, has reduced its energy
    costs by a total of $2.5 million since becoming an
    ENERGY STAR Partner in 2006. The school
    district has also been engaging students to increase
    their awareness and encouraging them to partake
    in its efforts. The school district established a
    scholarship fund for middle and high school
    students to reward students who contribute to
    energy efficiency projects (U.S. EPA, 2008J).
1 Integrate energy efficiency and clean energy supply
 objectives. Many school districts are relying on renew-
 able energy sources, in particular solar and geothermal,
 to meet energy loads that have been reduced using a
 variety of energy efficiency measures. Geothermal heat
 pumps, which capture heat from beneath the earth's
 surface, can use 25-50 percent less energy than tradi-
 tional heating and cooling systems. Reducing energy
 consumption prior to installing renewable energy
 generation systems can significantly reduce the size,
 and thus the cost, of the generation system. In addi-
 tion, energy cost savings produced by the energy effi-
 ciency measures can  offset a portion of the cost of the
 generation system, thus reducing its payback period
 (U.S. EPA, 2008).
         When the Great Seneca Creek Elementary
   1[I| f School in Germantown, Maryland, was built,
    I—I  designers incorporated energy efficiency
   measures, including a cool roof, to enable the
   school to use a smaller geothermal system to meet
   its reduced energy load (Montgomery County,
   2007).
         Fairview Elementary School in Normal,
         Illinois, an ENERGY STAR labeled building,
         serves students in preschool through fifth
    grade. In 2007 school officials decided to replace
    the aging boiler system with a ground-source
    (geothermal) system. The unique one-pipe
    geothermal design was promised to be as energy
    efficient as the former three-boiler system, while
    also providing air conditioning. The performance
    of the geothermal system has far exceeded expecta-
    tions, and the school has realized considerably
    greater savings than originally promised. The
    increased comfort for students and staff has also
    resulted in a much better learning environment
    (U.S. EPA, 2009d).
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   School districts can also compliment their energy
   efficiency efforts by making green power purchases
   for their facilities. See EPAs Green Power Procurement
   guide in the Local Government Climate and Energy
   Strategy Series for more information.

   Strategies for Engaging the
   Community

   School districts have also used implementation strate-
   gies that engage the community and other potential
   partners to help improve energy efficiency in schools.
   These strategies can help school districts leverage
   additional resources and increase the visibility of their
   energy efficiency programs.

  1 Work with the community. Creating partnerships
   with other schools, local governments, and businesses
   and residents can enhance the benefits of energy
   efficiency improvements in K-12 school buildings by
   sharing information and experience, and by increasing
   public awareness.

   To help facilitate these partnerships, EPA has
   developed a Web site that provides information on
   how school districts, local governments, and other
   organizations can leverage community resources to
   support energy efficiency programs and promote
   energy efficiency (see http://www.energystar.gov/index.
   cfm?fuseaction=challenge_commumty.showlntroduc-
   tion). The Web site outlines a five-step process for
   engaging the community. It also provides examples
   and information resources, including a  factsheet on
   examples of community-wide ENERGY STAR events
   and key strategies for working with different types of
   groups within the community (U.S. EPA, 2008w).
           Willmar School District in Willmar, Minne-
           sota, is a participant in the Schools for Ener-
           gy Efficiency program, a public-private
      initiative that works with school districts across
      the state to improve energy efficiency and educate
      students about the benefits of reducing energy
      consumption. In 2006 students from Willmar
      Junior High School, while raising funds to
      purchase solar panels for their school, canvassed
      the neighborhood to collect contributions and
      inform residents about the school's energy efficien-
      cy activities (SEE, 2006b).
In addition, many school districts are communicating
the benefits of their energy efficiency programs to the
community. These communications come in various
forms, including updates on school district Web sites,
newsletters, and community briefings.

Inspire buy-in through competition. Some school
districts have found that competitions with other
school districts to achieve the greatest energy
consumption reduction can be a low-cost strategy for
encouraging energy-efficient behavior.
        Nearly 80 schools entered the 2007 Minne-
        sota Energy Challenge, which encourages
        students from schools throughout the state
   to conserve energy to reduce CO2 emissions
   (Minnesota Energy Challenge, 2007). As of early
   2009,129 schools had enrolled in the challenge.
   The program estimates that conservation efforts
   associated with the challenge are responsible for
   almost 74,000 fewer tons of CO2 emissions annu-
   ally, equivalent to the annual emissions of more
   than 12,000 cars (Minnesota Energy Challenge,
   2009).
Another method for inspiring buy-in is to chal-
lenge students and teachers to meet a specific energy
consumption reduction goal.
    S*L  Many schools and school districts, such as
        Kenton County School District in Kentucky,
        have joined the ENERGY STAR Challenge,
   which sets a goal for school districts to reduce
   energy consumption by 10 percent (Kenton Coun-
   ty, 2007). Two schools in the district are now
   ENERGY STAR labeled buildings. One of the
   schools, Caywood Elementary, built in 2005,
   incorporates daylighting and geothermal heating/
   cooling into its design scheme and saves approxi-
   mately $45,000 annually in energy costs (Kentucky
   Department of Energy Development and Indepen-
   dence, 2009).
Participate in national campaigns. Many school
districts have joined national campaigns to reduce
energy consumption and improve environmental
profiles in schools. Joining national campaigns can
help school districts leverage information and financial
resources. For example, the Alliance to Save Energy's
28
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 Green Schools program helps school districts access
 resources for improving energy efficiency in their
 facilities, and works with them to join the ENERGY
 STAR Challenge (ASE, 2008).
        In 2005 the Maize Unified School District in
        Maize, Kansas, committed to improve energy
        efficiency across its portfolio of eight build-
   ings by 10 percent through the ENERGY STAR
   Challenge. Since then the district has improved its
   energy efficiency by 16 percent, saving a cumula-
   tive $340,000 and reducing GHG emissions by
   5,500 tons annually, equivalent to the carbon stor-
   age capacity of more than 840,000 healthy trees
   (U.S. EPA, 2008g).
 7  INVESTMENT AND
 FINANCING OPPORTUNITIES

 This section provides information on the size and
 payback periods associated with upfront investments
 in energy efficiency improvements in school buildings.
 It also identifies several financing opportunities that
 can help school districts manage the costs of these
 investments.
Investment

Improving energy efficiency in school buildings is an
investment that earns a return over time. The size and
payback period (length of time required to recoup
upfront costs) of this investment varies depending on
the extent of the upgrade and the resources required.
Many significant improvements can be made with
little or no upfront cost. While some energy efficiency
improvements require substantial upfront investment,
the costs can often be quickly recovered. Life-cycle cost
analysis, which measures the lifetime costs of design
and construction, maintenance and replacement, and
other impacts, reveals the cost effectiveness of energy
efficiency upgrades. For more information on life-
cycle cost analysis, see Section 3, Planning and Design
Approaches to Energy Efficiency in K-12 Schools.

The short payback periods associated with some
components of a comprehensive energy efficiency
upgrade can help reduce the overall payback period for
the entire project. For example, the third stage of the
approach for upgrading facilities, described in Section
3, involves reducing supplemental loads by purchasing
energy-efficient products. Purchasing these products,
which typically have short payback periods, can gener-
ate significant energy cost savings that can shorten the
payback period for the building upgrade as a whole.
TABLE 3.     ENERGY STAR SPECIFICATION OVERVIEWS: ENERGY SAVINGS AND PAYBACK PERIODS3
P^C-^
Appliances
Dehumidifiers
Commercial Food Service
Commercial dishwashers
Commercial griddles
Commercial hot food holding cabinets
Commercial ovens
Commercial refrigerators & freezers-
glass door
Commercial refrigerators & freezers-
solid door
Percent Energy Savings
Compared to Conventional
Product

15%

30%
10%
65%
30% (gas)
15% (electric)
30%
35%


0 years (typically no retail cost premium)

2 years (for typical unit)
<5 years
<5 years
0 years (no premium for gas)
<5 years (electric)
2-5 years
(preliminary assessment)
<2 years
(preliminary assessment)
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  TABLE 3.   ENERGY STAR SPECIFICATION OVERVIEWS: ENERGY SAVINGS AND PAYBACK PERIODSA (cont)

Product Category Compared 1
Pr
Commercial steam cookers 50% (elect
35% (gas)
"""" *^™
'ic) <2 years
Electronics
Televisions 15%
0 years (typically no retail cost premium)
Envelope
Roof products NA
0 years (typically no retail cost premium)
Heating and Cooling
Air source heat pumps 10%
Boilers 5%
Varies Regionally
< 5 years
Ceiling fans 45% (with light kit) <4 years
10% (fan only)
Furnaces 15% (gas)
8% (oil)
Geothermal heat pumps 30%
Light commercial HVAC 5%
Ventilating fans 70%
< 5 years
Varies Regionally
Varies Regionally
0 years (typically no retail cost premium)
Office Products
Computers 30%
Copiers 10%
Monitors 20%
0 years (typically no retail cost premium)
0 years (typically no retail cost premium)
0 years (typically no retail cost premium)
Multifunction devices 15-30% (laser v. inkjet) 0 years (typically no retail cost premium)
Printers, fax machines, and mailing 10%
machines
Scanners 10%
Servers 30%
0 years (typically no retail cost premium)
0 years (typically no retail cost premium)
0 years (typically no retail cost premium)
Other
Vending machines July 2007
0 years (typically no retail cost premium)
a ENERGY STAR develops performance-based specifications to determine the most energy-efficient products in a particular product
category. These specifications, which are used as the basis for ENERGY STAR qualification, are developed using a systematic process that
relies on market, engineering, and pollution savings research and input from industry stakeholders. Specifications are revised periodically
to be more stringent, which has the effect of increasing overall market energy efficiency (U.S. EPA, 2007h). EPA and DOE screen all of the
specifications annually to determine if any require reassessment. These assessments may lead to a specification revision, a specification
being sunset, or no action being taken depending on market readiness for the next level. To view current ENERGY STAR criteria, please
visit http://www.energystar.gov/index.cfm?c=product_specs.pt_product_specs. To view specifications that are under review or revision,
please visit http://www.energystar.gov/index. cfm?c=prod_development.prod_development_index.
   Source: U.S. DOE, 2009; U.S. EPA. 2009J.
30
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    Similarly, behavioral adjustments, such as setting
    thermostats at lower temperatures in the winter,
    can often be implemented at no cost, yet produce
    significant savings and reduce the payback period
    of a comprehensive upgrade. Table 3, ENERGY
    STAR Specification Overviews: Energy Savings and
    Payback Periods, illustrates the payback periods for
    a variety of energy-efficient products.

    The cost premium of designing and construct-
    ing high-performance school buildings is often
    1-2 percent of the total construction cost of a
    conventional school, though some high-perfor-
    mance school buildings have been designed and
    constructed at no additional cost. According to
    one study, the average additional cost of designing
    and constructing a high-performance school is
    only $3 per square foot, or 1.7 percent of the cost
    of construction for a conventional school building.
    Because the cost premium for high-performance
    buildings can be very low, the cost savings they
    produce can result in life cycle savings as much as
    eight times the original cost (Capital E, 2006). n

    CHPS estimates that the initial cost of complying
    with its design criteria is approximately $2 per
    square foot, which in many cases can be offset
    by a 20 percent energy cost savings, as indicated
    11 The average school building construction cost is approximately $150
    tier sauare foot (Catital E. 2006).
in Figure 3, Initial Costs and Payback Periods for
Compliance with CHPS Criteria.

Financing

Upfront costs can present a barrier to improving
energy efficiency in school buildings. However,
delaying cost-effective energy efficiency improve-
ments can also be costly; an activity not under-
taken can result in increased operating costs
(Zobler and Hatcher, 2008). [As described on page
22 in Section 3, Planning and Design Approaches
to Energy Efficiency in K-12 Schools, school
districts can use the ENERGY STAR Cash Flow
Opportunity Calculator to help make decisions
about the most effective timing of energy-efficient
product purchases (U.S. EPA, 2003b)]. This section
describes a variety of financing vehicles and fund-
ing sources that school districts can access to
address financial barriers.

FINANCIAL VEHICLES

Financing refers to accessing new funds through
loans, bonds, energy performance contracts, lease-
purchase agreements, and grants to pay for energy
efficiency upgrades.  Financial vehicles can access
the sources of funding described in the subsequent
section to obtain the capital for energy efficiency
FIGURE 3. INITIAL COSTS AND PAYBACK PERIODS FOR COMPLIANCE WITH CHPS CRITERIA
This figure demonstrates how energy cost savings can offset the initial costs of compliance with CHPS high-performance
school design criteria. For a 7th and 8th grade school, for example, an initial cost of $1.90 per square foot, which includes
both hard costs (i.e., material and labor costs for design, construction, implementation, and O&M) and soft costs (e.g., fees for
design, documentation, commissioning, and consulting), can be offset by annual energy cost savings of $0.32 over 5.9 years.
School Type
	
K-6
7-8
9-12
Hard
Costs
(per ft2)
$0.65
$0.65
$0.65
Soft
Costs
(per ft2)
$1.10
$1.25
$1.40
Total Initial
Costs
(per ft2)
$1.75
$1.90
$2.05
Annual Energy Annual Energy
Costs for Costs for
Noncompliant Compliant
Designs (per ft2) Designs (per ft2)
$1.31 $1.05
$1.61 $1.29
$1.75 $1.40
20% Annual
Energy Cost
Savings
(per ft2)
$0.26
$0.32
$0.35
Simple Payback
Period
6. 7 years
5. 9 years
5.9 years
Source: Hawaii DBEDT, 2005.
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   upgrades. Financial vehicles that school districts use to
   finance energy efficiency improvements include:

   Energy performance contracts. An energy perfor-
   mance contract is an arrangement with an ESCO or
   energy service provider (ESP) that allows a school
   district to finance energy-saving capital improve-
   ments—usually over a 7-15 year term—with no initial
   capital investment by using money saved through
   reduced utility expenditures. Contracts bundle energy-
   saving investments (e.g., energy audits, design and
   specification of new equipment, ongoing maintenance,
   measurement and verification of product performance,
   indoor air quality management, and personnel train-
   ing) and typically offer financing (Zobler and Hatcher,
   2008).

   An ESCO often provides a guarantee that energy cost
   savings will meet or exceed annual payments covering
   all activity costs. Such guaranteed savings agreements
   are the most common type of performance contract
   in the public sector.12 If the savings do not occur, the
   ESCO pays the difference. Some performance contracts
   include a reserve fund to cover potential shortfalls,
   while others provide security enhancements in the
   form of performance bonds or letters of credit. In some
   instances, performance insurance may be available
   (Zobler and Hatcher, 2008).
      MONTICELLO HIGH SCHOOL

      In Illinois, Monticello High School entered into a
      performance contract agreement in 1994 with Johnson
      Controls to install a number of energy efficiency
      upgrades, including lighting retrofits, boiler and window
      replacements, and a new roof. Through the agreement,
      the school district was able to use guaranteed energy
      and operational savings over 10 years to pay off the
      $3.86 million cost of the project. The energy efficiency
      investment has resulted in annual energy cost savings of
      30-40%, and has earned the building the ENERGY STAR
      label.

      Source: U.S. EPA, 2008t.
   ESCOs often offer financing as part of performance
   contracts. However, because ESCOs are private sector
   firms that typically borrow at taxable, commercial
   12 Another type of agreement is an own-operate agreement, in which the
   ESCO maintains ownership of the facility, and sells back its output to the state
   entity.
 rates, it is often possible for a public sector entity to
 secure better financing arrangements by taking advan-
 tage of lower, tax-exempt interest rates available to
 government entities (U.S. EPA, 2004).

1 Lease-purchase agreements. A tax-exempt lease-
 purchase agreement (also known as a municipal lease)
 allows public entities to finance purchases and instal-
 lation over long-term periods using operating budget
 dollars rather than capital budget dollars.

 Agreements typically include "nonappropriation"
 language that limits obligations to the current operat-
 ing budget period. If a local government decides not
 to appropriate  funds  for any year throughout the term,
 the equipment is returned to the lessor and the agree-
 ment is terminated. Because of this nonappropriation
 language, lease-purchase agreements typically do not
 constitute  debt. Under this type of agreement, a local
 government makes monthly payments to a lessor
 (often a financial institution) and assumes ownership
 of the equipment at the end of the lease term, which
 commonly extends no further than the expected life
 of the equipment. These payments, which are often
 less than or equal to the anticipated savings produced
 by the energy efficiency improvements, include added
 interest. The interest  rates that a local government
 pays under these agreements are typically lower than
 the rates under a common lease agreement because
 a public entity's payments on interest are exempt
 from federal income  tax, meaning the lessor can offer
 reduced rates (U.S. EPA, 2004).
    TAX-EXEMPT LEASE PURCHASE AGREEMENTS
    AND ENERGY PERFORMANCE CONTRACTING

    Florida's Miami-Dade County Public Schools district
    financed energy-efficient equipment installations in its
    facilities at reduced cost by adding guaranteed energy
    savings performance contracts with three ESCOs to an
    existing tax-exempt master lease-purchase agreement
    rather than financing the projects directly through the
    ESCOs. Through the master agreement, the school
    district has invested $9.5 million in energy efficiency. The
    investment produced savings of $3.5 million in just 3 years.

    Sources: U.S. EPA, 2003c; U.S. EPA, 2004.
 Unlike bonds, initiating a tax-exempt lease-purchase
 agreement does not require a voter referendum to
 approve debt, a process that can delay energy efficiency
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 improvements. Tax-exempt lease-purchase agreements
 typically require only internal approval and an attor-
 ney's letter, which often takes only 1 week (as opposed
 to months or years for bonds). Local governments can
 expedite the process by adding energy efficiency proj-
 ects to existing tax-exempt lease-purchase agreements.
 Many local governments have master lease-purchase
 agreements in place to  finance a range of capital invest-
 ment projects. Energy-efficient product procurement
 can often be added to these agreements without diffi-
 culty (U.S. EPA, 2004b).

 In addition, many local governments have found that
 interest rates available through tax-exempt lease-
 purchase agreements typically are lower than rates
 offered by an ESCO. The lease-purchase agreements
 can be especially effective when used to underwrite
 energy performance contracts that include guaranteed
 savings agreements, under which an ESCO agrees
 to reimburse any shortfalls in expected energy cost
 savings.
         The Aiken County Public Schools in Aiken,
         South Carolina, for example, used a $3.5
         million performance contract to make many
    energy efficiency upgrades, including improved
    temperature and humidity controls and light levels
    as well as new cooling equipment that meets EPA
    standards for chlorofluorocarbons (CFCs). These
    measures have reduced the Aiken County Schools'
    energy consumption by 12%, saving the district
    $320,000 per year. Because the investment was
    paid for with energy savings, the upgrades were
    made without additional tax dollars (Johnson
    Controls, Undated).
1 Loans, rebates, other assistance. Some states have
 loan programs to help school districts finance energy
 efficiency activities. These programs often provide
 financial assistance via low-interest loans that can be
 paid off using energy cost savings. In addition, many
 school districts have used rebates or other financial
 assistance from utilities to offset the cost of improving
 energy efficiency in their facilities. The Database of
 State Incentives for Renewables and Efficiency provides
 information on state government and utility incentives
 available to school districts in each state (http://www.
 dsireusa.org/).
FUNDING SOURCES

Numerous funding sources can support school district
energy efficiency programs, including public benefits
funds (PBF), state governments, and utility assistance
programs. These sources can be accessed through the
financial vehicles described above to provide capital for
energy efficiency upgrades (Zobler and Hatcher, 2008).
For example, a revolving loan fund or state-run PBF
can provide funding to a school district via a financial
vehicle such as a loan or grant. This section describes
how school districts have used different funding
sources.

Energy cost savings. Many school districts have used
energy cost savings from low-cost energy efficiency
measures to offset the costs of larger energy efficiency
upgrades, such as HVAC system replacements. Schools
that invest in energy efficiency or improve  their energy
management can develop agreements with their
districts to have a percentage of cost savings from those
improvements returned to a school for reinvestment
in additional energy efficiency measures (Zobler and
Hatcher, 2008).

State government programs. Some states  administer
programs that fund school district energy efficiency
upgrades. For example, Massachusetts reimburses up
to 2 percent of the total project costs for school build-
ings that earn certification as Massachusetts High-
Performance Green Schools (MTC, 2007a).13 Similarly,
New Hampshire provides a 3 percent incremental
reimbursement for school buildings that meet high-
performance guidelines (NEEP, 2007b).
        In 2008 the Maryland legislature passed a bill
        mandating that beginning in July 2008,
        schools built using state funds must meet
   LEED Silver standards. To help school districts
   meet this new requirement, the state has agreed to
   pay for 50 percent of the premium associated with
   designing and constructing schools to meet the
   standards through FY 2014 (Maryland, 2008).
                                                              13 Certification is contingent on evaluation and scoring by the Massachusetts
                                                              CHPS Certification Review Committee. School buildings that earn high
                                                              scores are certified as Massachusetts High-Performance Green Schools (MTC,
                                                              2007c).
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      MUNICIPAL ENERGY FUND

      The Ann Arbor, Michigan, Municipal Energy Fund is an
      excellent example of how energy efficiency can pay for
      itself in the long term. The fund started with an initial
      payment of $100,000 per year over 5 years, capturing 80
      percent of the resulting savings for reinvestment back into
      new energy saving projects. As these new projects grow,
      their energy and cost savings increase. By year 5, future
      investment is based solely on payment of past projects to
      finance new ones. Annual cost savings enabled by the fund
      total $142,000 across 60 facilities.

      Sources: Ann Arbor, 2007; C40 Cities, 2008.
   ' Increases in state funding. School district funds are
   often allocated by state governments based on a specif-
   ic formula. This formula is determined by multiple
   factors, including a school district's attendance rate.
   Energy efficiency upgrades that improve indoor air
   quality can help a school district improve attendance,
   thus earning it more state funds.

   1 Capital budgets and operating budgets. Using capital
   or operating budget funds has many advantages: Fund-
   ing is already on hand, there is no need to negotiate
   financing arrangements, and there are no interest
   payments. Using life-cycle cost accounting to quantify
   the lower net capital and future operating costs can
   help school districts improve chances of incorporating
   energy efficiency into their limited capital budgets
   (Zobler and Hatcher, 2008).

   School districts can use a "paid from savings" approach
   to fund purchases of energy-efficient products that
   have cost premiums by reserving energy cost savings
   generated from their energy efficiency activities to pay
   for energy-efficient products.

   1 Utility assistance. Some utilities offer financial assis-
   tance to school districts for energy efficiency projects.
   Some states provide school districts with information
   on how to access utility assistance programs. For
   example, New Hampshire maintains information on
   energy efficiency programs run by state utilities (New
   Hampshire Public Utilities Commission, Undated).

      > Incentives. The Washoe County School District
       in Reno, Nevada, received a $103,119 incentive
       payment from the Sierra Pacific Power Company
       to perform energy efficiency upgrades in 10 school
       buildings, a project expected to reduce the school
    district's electricity use by nearly 2 million kWh
    annually, preventing emission of 1,520 tons of
    CO2.14 (Washoe County School District, 2007).

   > Public benefits funds. Some states, such as Cali-
    fornia and Oregon, require utilities to provide
    energy efficiency assistance through PBFs from
    state-mandated system benefits charges that they
    collect from customers (Oregon, Undated). For
    example, Southern California Edison, an electric
    utility, used PBFs when it partnered with the
    Newport-Mesa Unified School District to design
    a new energy-efficient elementary school. The
    resulting design integrated all building systems and
    optimized energy use while reducing the building's
    environmental impacts (PPRC, 2004).


8.  FEDERAL, STATE,
AND  OTHER PROGRAM
RESOURCES

Many school districts work with federal, state, and
regional agencies and organizations when planning
and developing programs for improving energy
efficiency in their school buildings. These agencies
and organizations can provide school districts with
information resources and financial and technical
assistance, as described below.

Federal Programs

Federal programs that provide information and
assistance for improving energy efficiency targeted to
school districts include:

ENERGY STAR for K-12 School Districts. More than
400 school districts across the country have partnered
with ENERGY STAR to improve energy efficiency in
school buildings (see the Poudre School District exam-
ple in the text box below) (U.S. EPA, 2008d).  ENERGY
STAR provides tools and information that help school
districts improve energy performance. Resources
include tools for measuring, tracking, and setting  an
energy savings goal; online energy management train-
ing; communications kits; financing information;  and
case studies of successful energy efficiency improve-
ments. In addition, EPA has developed a chapter that
14 In Nevada, the average emissions produced by electricity generation are
1.52 Ibs/kWh. From http://www.eia.doe.gov/oiaf/1605/ee-factors.html
34
       8. OTHER RESOURCES
                                                    Energy Efficiency in K-12 Schools |  Local Government Climate and Energy Strategy Series

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 focuses exclusively on K-12 schools in its recent revi-
 sion to the ENERGY STAR Building Upgrade Manual.
 The chapter provides strategies and best practices for
 improving energy efficiency in K-12 schools.

 Web sites: http://www.energystar.gov/index.cfmfc =
 k!2 schools.bus schoolsk!2
    POUDRE SCHOOL DISTRICT

    The Poudre School District in Fort Collins, Colorado, used
    ENERGY STAR'S Target Finder to set energy targets for its
    Operations Building multiple times during the early stages
    of the building design process. These early evaluations
    allowed the design  team to make adjustments to building
    orientation, envelope, materials, internal systems, and
    equipment. As the design process progressed, the team
    was able to achieve consistent Target Finder energy scores
    in the 80s.

    The building was completed in May 2002, and after
    accruing 12 months of energy use data, it earned the
    ENERGY STAR label for achieving a score of 97, making it
    the llth Poudre School District building to earn the label.
    In addition, the district was named the 2003 ENERGY STAR
    Partner of the Year  for Leadership in Energy Management,
    and in 2005 the building achieved a perfect score.

    Source: U.S. EPA, 2007e.
• EnergySmart Schools. Through its EnergySmart
 Schools program, DOE works with public and private
 entities to improve energy efficiency in the nation's
 new and existing K-12 school buildings. The program's
 goals are for new school buildings to be designed to
 be 50 percent more efficient than building energy
 codes require, and for existing school buildings to
 reduce energy consumption by 30 percent (U.S. DOE,
 2007). The program has developed "how-to" guides
 for planning, designing, financing, and operating
 and maintaining energy-efficient school buildings. It
 has also produced Energy Design Guidelines for High
 Performance Schools, which provides technology ideas
 for different climate zones across the country.

 Web site: http://www.eere.energy.gov/buildings/ener-
 gysmartschools/index. html

• Healthy School Environments program. This EPA
 program is a clearinghouse of resources on programs
 and information on ensuring healthy environments
 in school buildings. Through the program, school
districts can access the HealthySEAT tool, which
enables schools to manage self-assessment programs
for ensuring the health of students, faculty, and other
occupants. EPA's related Indoor Air Quality Tools for
Schools Program provides detailed guidance to help
schools adopt indoor air quality management prac-
tices that reduce student, teacher, and other occupant
exposure to indoor environmental contaminants. The
program's Action Kit has been used by hundreds of
schools across the country. The program also recog-
nizes schools that produce substantial improvements in
indoor air quality.

Web site: http://www.epa.gov/schools/

U.S. EPA State and Local Climate and Energy
Program. This program assists state, local, and tribal
governments in meeting their climate change and
clean energy efforts by providing technical assistance,
analytical tools, and outreach support. It includes two
programs:

   • The Local Climate and Energy Program helps
    local and tribal governments meet multiple
    sustainability goals with cost-effective climate
    change mitigation and clean energy strategies.
    EPA provides local and tribal governments with
    peer exchange training opportunities and financial
    assistance along with planning, policy, technical,
    and analytical information that support reduction
    of greenhouse gas emissions.

   • The State Climate and Energy Program helps
    states develop policies and programs that can
    reduce greenhouse gas emissions, lower energy
    costs, improve air quality and public health, and
    help achieve economic development goals. EPA
    provides states with and advises them on proven,
    cost-effective best practices, peer exchange oppor-
    tunities, and analytical tools.

Web site: http://www.epa.gov/statelocalclimate/

U.S. DOE Energy Information Administration. The
National Energy Information Center publishes Energy
Education Resources: Kindergarten Through 12th
Grade, which gives educators access to no- and low-
cost energy-related educational materials.

Web site: http://www.eia.doe.gov/bookshelf/eer/kiddi-
etoc.html
 Energy Efficiency in K-12 Schools  | Local Government Climate and Energy Strategy Series
                                                                                             8. OTHER RESOURCES
                                                                                                                    35

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   U.S. Department of Education. The Department
   of Education administers Qualified Zone Academy
   Bonds (QZAB) that can be used by school districts
   or low-income populations to finance renovation
   projects, equipment purchases, and training. The
   program is designed to provide bond holders with tax
   credits approximately equal to the interest that would
   normally be paid.

   Web site: http://www.ed.gov/programs/qualifiedzone/
   index.html

   State Programs

   Many states have programs to assist school districts
   in planning and designing high performance school
   buildings. Some states, such as Massachusetts and New
   York, have adopted the CHPS model, which originated
   in California, and modified it to meet state their
   criteria. Other states, such as Maine and Kentucky,
   administer programs that provide financial and techni-
   cal assistance to school districts.
           The Maine Green Schools program, support-
           ed by the Maine Department of Environmen-
           tal Protection's Bureau of Air Quality and the
      Maine Energy Education Program, provides tech-
      nical assistance to school districts that want to
      reduce energy costs and GHG emissions through
      energy efficiency. The program helps districts
      inventory GHG emissions and identify areas with
      potential for energy savings. Different levels of
      assistance are available depending on a district's
      particular needs. The program Web site allows
      district employees to download tools to get start-
      ed; it also provides assistance for those that need
      help to get going. With the help of the Green
      Schools program, the Lewiston School District has
      installed an advanced lighting system that saves up
      to 50 percent in energy costs while reducing main-
      tenance costs and increasing student and teacher
      comfort. The system works by allowing individuals
      to manually control lighting based on preference,
      and can automatically adjust lighting levels based
      on the natural light available (Maine Green
      Schools, 2009).
   COLORADO SCHOOL DISTRICT 16 USES QZABS
   TO FUND ENERGY EFFICIENCY IMPROVEMENTS

   School District 16 in Garfield, Colorado, used a $2.5 million
   allocation of the state's QZAB funds to implement energy
   efficiency improvements to district buildings. Use of the
   funds was predicated on the district's compliance with
   a requirement that a partner be willing to pay an initial
   10% of the borrowed amount. The district was able to
   work with oil and gas industry representatives to secure
   this guarantee. The QZAB funds enabled the district to
   implement $2.5 million in energy efficiency improvements
   at a cost of less than $900,000 to the district's general fund.

   Source: Rebuild Colorado, 2007.
        In New York, the state-owned New York
        Power Authority assists public and private
        schools in installing energy-efficient equip-
   ment and systems through its Power to Schools
   program (NYPA, 2007). The New York State Ener-
   gy Research and Development Authority
   (NYSERDA) is also funding grants and workshops
   for energy efficiency education. Various school
   districts have submitted proposals to NYSERDA
   regarding their plans to reduce energy consump-
   tion by 15 percent. (NYSERDA, 2009).
Other Programs

Some school districts are working with private orga-
nizations to promote energy-efficient design and
operation of K-12 school buildings. In response to
district demands for a comprehensive plan to reduce
energy costs, for example, a Minnesota mechanical
and electrical engineering firm created Schools for
Energy Efficiency (SEE), a program that partners with
ENERGY STAR to provide schools with customized
energy plans. The 14 school districts that have joined
the program achieve annual energy savings of 10-20
percent. This group includes 15 of the 47 districts in
the nation that have earned ENERGY STAR Leaders
awards for continuous improvement in energy effi-
ciency district-wide (SEE, 2007; U.S. EPA, 2009e).

Some national and state-specific nonprofit organiza-
tions are dedicated to integrating energy and envi-
ronmental education into classroom lessons. These
organizations, such as the National Energy Education
Development project (NEED), Project Learning Tree,
36
       8. OTHER RESOURCES
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National Energy Foundation, and the Alliance to Save
Energy, are good sources of educational materials, and
may help school districts finance energy efficiency
improvements. NEED, for example, created a network
of partners that provides teachers with resources to
promote understanding of the implications of energy
use and conservation (NEED, 2007; PLT, 2009; ASE,
2008).
9.  CASE STUDIES

The following case studies describe two school districts'
comprehensive programs for improving energy effi-
ciency in K-12 school buildings.

Colorado Springs School
District 11—Colorado Springs,
Colorado

District Us Resource Conservation Management
program is a long-term energy management program
intended to reduce energy costs and improve the flex-
ibility of the district's operational budget. Since the
program's inception, the district has saved $6.5 million
on utility bills and decreased average energy consump-
tion per square foot by nearly 20 percent.
     PROFILE: COLORADO SPRINGS DISTRICT 11

     Area: 186 square miles

     Population: 31,000 students, 3,500 employees

     Structure: The school district is governed
     by a school board and a board-appointed
     superintendent. The Resource Conservation
     Management Program is administered by the
     district energy manager.

     Program Scope: The Resource Conservation
     Management Program covers the school district's
     70 facilities, which encompass 4.2 million square
     feet.

     Program Creation: The program was initiated
     in summer 1999 to reduce energy costs and
     increase operational budget flexibility.

     Program Results: $6.5 million in energy cost
     savings for  FY 1999-2006. Average energy
     consumption per square foot was reduced from
     92 kBtu to 75 kBtu.
PROGRAM INITIATION

District 11 initiated the Resource Conservation
Management program in summer 1999 to reduce ener-
gy costs and improve the flexibility of its operational
budget. The program requires active participation from
all district schools. In 2000 the district school board
adopted an energy conservation policy stating the
district's commitment to long-term sustainable energy
management and encouraging all district facilities
to participate in energy management programs. The
policy requires the district energy manager to work
with the Energy Advisory Committee to develop an
annual energy report to be presented to the school
board (Colorado Springs School District, 2000).

PROGRAM FEATURES

The District has achieved significant energy cost
savings by implementing a range of energy efficiency
measures, including:

Utility bill tracking database. In 1998 the district
created a utility accounting database using Microsoft
Office Access software. The database calculates avoided
costs and enables the district energy manager to
compare current consumption with the 1998-1999
baseline. When first employed, this database helped the
district immediately recognize nearly $100,000 in bill-
ing errors, resulting in a substantial refund.

Energy monitoring system. The district uses direct
digital building controls to monitor near real-time
energy consumption in its facilities. The tool helps the
energy manager to quickly spot and investigate any
anomalies, as well as analyze consumption for any time
period and project future consumption trends.

Energy performance contracting. The district uses
ESCOs to perform various energy efficiency retrofits.
Through 2005, the district used energy performance
contracting to perform $5 million in energy efficiency
upgrades that have produced $500,000 in guaranteed
annual savings. The contracts are self-funded through
energy cost savings, so there is no added tax burden on
the community.

Lighting retrofits. Through 2005, the district invested
approximately $2.7 million in lighting retrofits to 95
percent of its school buildings. These upgraded lighting
systems save 40-60 percent on energy consumption
and provide a superior quality of light.
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                                                                                              9. CASE STUDIES
                                                                                                               37

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Energy savings incentives. The districts program
includes an incentive for individual schools in which a
percentage of energy cost savings are returned by the
district to a school. Through February 2007, the district
has returned nearly $500,000 directly to schools.

High-performance school design standards. The
district developed its own design standards that require
higher environmental standards for indoor air qual-
ity, comfort, natural lighting, and acoustics than code
currently requires. These standards also include an
energy performance requirement that facilities achieve
an annual energy consumption rating of 25 kBtu per
square foot. The district projects that strict adherence
to these guidelines will save it $12.7 million over the
life-cycle of a typical elementary school (Buildings,
2007; Colorado Springs School District, 2005b).

PROGRAM RESULTS

In FY 1999-2006, the district saved $6.5 million on
utility bills. According to the district's tracking data-
base, average energy consumption per square foot was
reduced from 91.9 kBtu in FY 1999 to 75 kBtu in FY
2006, with some school buildings as low as 45 kBtu.
The district has established a goal for all new facilities
to reduce energy consumption per square foot to 25
kBtu (Buildings, 2007).

Through 2005, seven of the district's buildings had
earned the ENERGY STAR label. In 2003 and 2004, the
district was named an ENERGY STAR Leader, and in
2005 it was named an ENERGY STAR for Excellence
in Energy Management Partner of the Year (Colorado
Springs School District, 2005a).

Web site: http://www.dll.org/fotc/energy/


Gresham-Barlow School  District
—Multnomah  County,  Oregon

The school district's Resource Conservation Manage-
ment program is a comprehensive strategy for reducing
district energy costs and to allocate savings to instruc-
tion and student programming. By gaining support
from district staff and combining the common interests
of multiple stakeholders, this program has achieved
significant energy, economic, environmental, and
educational benefits.
PROGRAM INITIATION

The district formed a waste reduction committee, made
up of principals, teachers, custodians, parents, and
students, to oversee resource conservation efforts in its
20 school buildings in 1995. The committee provided
stakeholders with an opportunity to engage in dialogue
about cost-reducing and environmentally conscious
projects that could be implemented throughout the
district. Increased awareness of the cost implications
of wasted resources resulted in a district-wide focus on
modifying student and staff behavior to reduce waste.

In 1998 these waste reduction efforts began to
incorporate energy conservation, leading to the
hiring of an energy manager. The energy manager
used a utility tracking software program to analyze
the previous 4 years' energy consumption data and
monitor the district school buildings' energy usage.
The district then turned to the state Department of
Energy's Schools Team for guidance on establishing
the Resource Conservation Management program.
The district adopted a comprehensive energy policy
to invest in building infrastructure, energy-efficient
equipment, and energy management software (Oregon
DOE, 2005).
     PROFILE: GRESHAM-BARLOW SCHOOL DISTRICT

     Area: 54 square miles

     Population: 12,150 students, 1,200 staff

     Structure: The school district is governed by a
     seven-member school board, which appoints
     the superintendent. The Resource Conservation
     Management Program is overseen by the
     assistant director for facilities.

     Program Scope: The Resource Conservation
     Management Program is implemented across 20
     school buildings.

     Program Creation: The program was created
     in 1998 when the district established an energy
     policy and hired an assistant facilities manager to
     oversee the program.

     Program Results: Despite increases in student
     enrollment and classroom space, the district has
     reduced energy consumption by 46% from 1998
     levels, resulting in a total energy cost savings of
     $5.2 million through October 2006.

   9. CASE STUDIES
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 PROGRAM FEATURES

 The Resource Conservation Management program
 includes a number of features, such as:

1 Energy performance tracking. The district's ESCO,
 Save More Resources, uses the ENERGY STAR
 performance scores system to track the effectiveness of
 energy efficiency activities in school facilities.

1 Broad-based support. The district's energy manager
 has worked with the school superintendent, school
 board members, teachers, and other staff to maintain
 ongoing support for energy efficiency activities. The
 energy manager meets monthly with the head custodi-
 ans of each school to review problems and identify best
 practices. This information is then presented to the
 superintendent and school board.

1 Public-purpose charge funding. Oregon law requires
 utilities to collect a public-purpose charge from
 consumers. Ten percent of these charges must be
 redistributed to consumers through energy efficiency
 improvements in public schools within the utilities'
 regions.  The district receives approximately $180,000
 annually through this fund.

1 Energy savings incentives. Individual schools can
 earn incentives for energy efficiency behavior. The
 incentives range from $1,000 for elementary schools to
 $3,000 for high schools, and are awarded for exemplary
 energy performance and participation by staff and
 students.

1 Educational opportunities for students. Individual
 schools are integrating energy efficiency into classroom
 lessons in a variety of ways. The district's Center for
 Advanced Learning initiated the Student-to-Energy
 Tech program that involves high-performing students
 in day-to-day management of the facility's energy and
 water consumption. In one school, students pledged
 to abide  by energy-conserving principles of behavior
 and are allowed to ticket peers and staff members who
 are noncompliant with these principles (Helmke-Long,
 2006). At a district elementary school, the head custo-
 dian presented  students and teachers with an overview
 of how an energy audit is conducted and what data are
 collected. The school achieved a subsequent 30 percent
 reduction in energy consumption (Oregon DOE, 2005).

 PROGRAM RESULTS

 Despite increases in student enrollment and classroom
 space, the district has reduced its energy consumption
 by 46 percent from  1998 levels, resulting in total energy
 cost savings of $5.2 million through October 2006.
The district's school buildings currently use about 40
percent less energy annually than the national average
for K-12 school buildings, which translates into GHG
emission reductions of 40 percent. The energy cost sav-
ings achieved during the 2004-2005 school year alone
were equivalent to 22 teaching position salaries (U.S.
EPA, 2008u; Oregon DOE, 2005; Helmke-Long, 2006).

The district was recognized as an ENERGY STAR
Leader in 2005, and in 2006 and 2008 earned the
ENERGY STAR Partner of the Year award. Through
2008,18 of the district's schools have received the
ENERGY STAR Label (U.S. EPA, 2008u).

Web site:
http://www.peterli.com/archive/spm/1235.shtm and
http://www.energystar.gov/index.cfm?fuseaction=pt_
awards.showAwardDetails&esa id=635
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                                                                                                                39

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    10.   ADDITIONAL EXAMPLES AND INFORMATION RESOURCES
Title/Description
Web Site
Examples of Energy Efficiency in K-12 Schools
Albert Lea, MN— Albert Lea Area Schools. The school district has been
recognized as an ENERGY STAR Leader, having improved energy efficiency by
more than 20%. The improvement has saved the district nearly $1 million.
Augusta, MN— Cony High School. Financed through the Efficiency Maine
High Performance Schools Program, the school's $100,000 energy efficiency
improvements will produce annual savings of $28,000.
Averill Park, NY— Averill Park Central School District. The school district reduced
energy costs by $500,000 over 2 years, earning it recognition as an ENERGY
STAR Leader.
Berwick, ME— Noble High School. The shool, completed in 2001, incorporates
energy-efficient HVAC components that save money and enhance occupant
comfort.
Colorado Springs, CO— School District 11. The district has saved $6.5 million on
utility expenses since the beginning of its energy program in 1999.
Enosburg Falls, VT— Middle and High School. Renovation of the Enosburg Falls
Middle and High School increased square footage of the complex by 118%, but
energy efficiency measures ensured consumption increased by only 54%.
Fort Collins, CO— Poudre School. The school was planned using Target Finder.
The building earned a perfect ENERGY STAR performance score.
http://www.energystar.gov/index.cfm7fuseaction =
PARTNER_LIST.showLeadersStory&lds_id = 622&o_
id = 1043576
http://appsl.eere.energy.gov/state_energy_
program/update/project_detail.cfm/pb_id=llll
http://www.energystar.gov/index.cfm7fuseaction =
PARTNER_LIST.showLeadersStory&lds_id = 161&o_
id = 1035742
http://www.energyvortex.com/pages/
headlinedetails.cfm?id = 655
http://www.dll.org/fotc/energy/
http://www.efficiencyvermont.com/pages/
BBBD2006/docs/Hemmelgarn-VT%20
Examples%20of%20High%20Performance-%20
Enosburg%20Falls%20M.pdf
http://www.energystar.gov/index.cfm7c = new_
bldg_design.poudreschool_cs
Greensboro, NC— Guilford Northern Middle School. The school, has received the http://www.energystar.gov/index.cfm7c = new_
designation "Designed to Earn the ENERGY STAR." bldg_design.project_guilford
Gresham, OR— G res ham -Barlow School District 10. The district, which joined
ENERGY STAR in 2005, has achieved the ENERGY STAR for 12 of its schools-
more than half— and is the first school district in the Nation to achieve a 30-point
improvement in energy performance.
Lakeland, WA— Clover Park School District. The district has implemented energy
efficiency measures at two of its school buildings, producing combined energy
cost savings of nearly $14,000 annually.
Mapleton, CO— Mapleton School District. The district utilized an energy
performance contract to implement $4.7 million in energy efficiency
improvements at its schools.
Montgomery County, MD. The county has developed a green building program
for its K-12 schools.
Murrieta Valley, CA— Murrieta Valley Unified School District. The district used a $1.9
million loan from the California Energy Commission to iadopt energy efficiency
improvements that have produced annual cost savings of $420,000.
New Haven, CT— New Haven School District. The school district has earned the
"Designed to Earn the ENERGY STAR" label for four of its new schools.
Red Wing, MN. Red Wing High School received an HVAC upgrade that was
tailored to preserve acoustic quality in critical spaces, including the school media
center and theatre.
http://www.energystar.gov/index.
cfm?fuseaction=PARTNER_LIST.
showLeadersStoryd-lds_id=167&o_id=1029380
http://www.ga.wa.gov/EAS/bcx/CloverPark-SD-
retro-cx.pdf
http://appsl.eere.energy.gov/state_energy_
program/update/project_detaiicfm/pb_id=622
http://montgomeryschoolsmd.org/departments/
facilities/greenschoolsfocus/sert.shtm
http://www.energy.ca.gov/efficiency/
brightschools/CASE_STUDY_MURRIETA.PDF
http://www.energystar.gov/index.cf m?c=new_
bldg_design.project_sheridan
http://trane.com/Commercial/CaseStudies/Tier3/
RedWingMN.aspx?Caseld = 0
40
     10. ADDITIONAL RESOURCES
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10   ADDITIONAL EXAMPLES AND INFORMATION RESOURCES (cont.)
Title/Description
San Leandro, CA— McKinley Elementary School. Through the California School
Energy Efficiency program, the school implemented energy efficiency measures
that reduced energy consumption by 49%.
Somerville, MA— Capuano Early Childhood Center. This school, completed in
2003, was designed to achieve overall energy savings of 38% compared to a
conventional design.
Statesville, NC— Third Creek Elementary School. The school was designed to
achieve a 25% energy savings compared with a conventional school building. It
was the first school to receive LEED-Gold certification.
Walled Lake, Mi-Walled Lake Consolidated Schools. The school district,
which encompasses 22 school buildings, has improved its energy performance
portfolio-wide by 30% relative to 2003. The reduction has decreased the school
district's CO2 annual emissions by more than 21,000 tons.
Whitefish Bay, Wl— Whitefish Bay School District. Since its baseline year of 2003,
the district has succeeded in reducing energy use and cost by more than 20%,
resulting in cost savings of more than $927,000, or the cost of 13 full-time staff.
The district's emission reduction is equivalent to the emissions from more than
500 cars per year, or planting more than 700 acres of trees annually.
Web Site
http://www.schoolsenergyefficiency.com/
Documents/McKinley%20Case%20Study.pdf
http://www.masstech.org/renewableenergy/green_
schools/Capuanobrochure.pdf
http://leedcasestudies.usgbc.org/energy.
cfm?ProjectlD = 119
http://www.energystar.gov/index.
cfm?fuseaction=PARTNER_LIST.
showLeadersStory&lds_id=681&o_id=1026497
http://www.energystar.gov/index.
cfm?fuseaction=PARTNER_LIST.
showLeadersStory&lds_id=601&o_id=1058543
Information Resources for K-12 Schools
American School and University Energy Resources. The American School and
University Web site provides numerous energy-related resources for school
administrators and facility operators.
Daylighting in Schools: An Investigation into the Relationship Between
Daylighting and Human Performance. This report was produced for the
California Board on Energy Efficiency to assess the benefits of daylighting on
student performance in schools in California, Colorado, and Washington.
DOE Operations and Maintenance Best Practices. DOE developed this best
practices handbook for K-12 schools.
Dwindling Support: Annual School O&M Cost Study. This American School and
University report addresses the trend of decreasing school O&M budgets across
the country.
Energy Design Guidelines for High Performance Schools. DOE has published
eight reports that provide guidance for designing high-performance school
buildings in eight unique climate regions.
Energy Efficiency and Indoor Air Quality in Schools. This ENERGY STAR report
describes the relationship between energy efficiency upgrades, such as HVAC
retrofits, and indoor air quality in school buildings.
Energy Resources for Schools. This Energyldeas Clearinghouse factsheet provides
information on energy efficiency in K-12 school buildings.
EnergySmart Schools "How-to" Guides. DOE's EnergySmart Schools program
has developed "how-to" guides for planning, designing, financing, and operating
and maintaining energy-efficient school buildings.
http://asumag.com/energy/
http://www. coe. uga. edu/sdpl/research/
daylightingstudy.pdf
http://www.ase.org/uploaded_files/greenschools/
School%20Energy%20Guidebook_9-04.pdf
http://asumag.com/images/archive/04as21.pdf
http://wwwl.eere.energy.gov/buildings/
energysmartschools/design_guides.html
http://www.energystar.gov/ia/busi ness/k!2_
schools/Eefriaq.pdf
http://www.energyideas.org/documents/
factsheets/EIC_schools.pdf
http://wwwl.eere.energy.gov/buildings/
energysmartschools/publications.html
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                                                                                                                    41

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   10   ADDITIONAL EXAMPLES AND INFORMATION RESOURCES (cont.)
Title/Description Web Site
Energy Solutions for School Buildings. This DOE Office of Energy Efficiency
and Renewable Energy Web site provides a wealth of information and examples
showing opportunities for energy efficiency in school building design,
construction, and operation.
ENERGY STAR Building Upgrade Manual. The manual provides information on
implementing a staged upgrade approach to improving energy efficiency in
buildings. The revised manual includes a chapter on unique opportunities and
challenges in K-12 schools.
ENERGY STAR Operations and Maintenance Reports. ENERGY STAR has collected
a number of resources on energy-efficient operations and maintenance practices.
Energy-Efficient Education— Cutting Utility Costs in Schools. This Texas State
Energy Conservation Office guidance document provides 10 strategies for
reducing energy costs in public schools.
ENERGY STAR Performance scores Technical Methodology for K-12 Schools.
This document presents specific details on EPA's analytical results and score
methodology for K-12 schools.
Green Schools: Attributes for Health and Learning. This report by the National
Research Council of the National Academy of Sciences offers recommendations
for green school guidelines based on health and productivity benefits associated
with green schools.
Green Schools Program. The Alliance to Save Energy has used this program to
reduce energy use in schools by 5-15%.
Green Schools Toolkit. Southface, a nonprofit green building advocacy group,
developed a toolkit for school districts to help them incorporate energy
efficiency and green building design measures in their schools. The toolkit
includes separate sets of resources for the various participants that might be
involved in upgrading and designing school buildings, including facility and
energy managers, superintendents, administrators, teachers, and students.
Greenhouse Gas Reductions Manual for Schools. The New Jersey Sustainable
Schools Network developed this guidebook for schools to help them reduce
their GHG emissions.
Greening America's Schools: Costs and Benefits. This Capital E report discusses
the cost effectiveness of designing new school buildings with energy-efficient
and sustainable features.
Greening Schools. This Illinois state initiative seeks to inform school
administrators and teachers of ways to incorporate green practices and lessons
into school design and operations.
Hawaii High Performance Schools Guidelines. These technical guidelines were
developed by the State Department of Business, Economic Development, and
Tourism.
High Performance School Characteristics. This American Society of Heating,
Refrigeration, and Air Conditioning Engineers report addresses the features,
benefits, and costs associated with designing high-performance school buildings.
Indoor Air Quality Tools for Schools Program. This EPA program provides
information to school officials, teachers, and parents on ways to monitor and
maintain good indoor air quality in school buildings.
http://wwwl.eere.energy.gov/buildings/
energysmartschools/
http://www.energystar.gov/index.cfm7c = business.
bus_upgrade_manual
http://www.energystar.gov/index.cfm7c = business.
bus_om_reports
http://www.window.state.tx.us/tspr/energy/
http://www.energystar.gov/ia/business/evaluate_
performance/k!2school_tech_desc.pdf
http://www.masstech.org/renewableenergy/green_
schools/NRCreportlO_2_06.pdf
http://www.ase.org/section/program/greenschl
http://www.southface.org/web/
resourcesfrservices/schools/energystar-schools.
htm
http://www.globallearningnj.org/CHCmanual.doc
http://www.cap-e.com/ewebeditpro/items/
O59F11233.pdf
http://www.greeningschools.org/
http://www.archenergy.eom/services/sda//hi%20
high%20performance%20school%20guidelines.pdf
http://www.ashrae.org/publications/detail/16439
http://www.epa.gov/iaq/schools/index.html
42
       10. ADDITIONAL RESOURCES
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10    ADDITIONAL EXAMPLES AND INFORMATION RESOURCES (cont.)
                              Title/Description
  Maine High Performance Schools. The State of Maine has developed a program
  to provide energy-efficient design and implementation assistance to public
  schools. The program offers various workshops and seminars, as well as project
  financing opportunities.
                   Web Site
http://www.efficiencymaine.com/other_programs_
hps.htm
  Managing the Costs of Green Buildings. This report for the California
  Sustainable Buildings Task Force describes the costs of incorporating energy and
  environmental features in several types of buildings, including K-12 schools, and
  addresses opportunities and strategies for managing costs.
h ttp://www. ciwmb. ca.gov/greenbuilding/Design/
ManagingCost.pdf
  Massachusetts Green Schools Initiative. Administered by the Massachusetts
  Technology Collaborative and Massachusetts School Building Authority, this
  program provides school districts with information and resources to help them
  build high-performance school buildings.
http://www.masstech.org/renewableenergy/green_
schools.htm
  Menu of ENERGY STAR Offerings for the Public Sector. This table provides
  school officials with guidance on how ENERGY STAR can assist with energy
  efficiency upgrades.
http://www.energystar.gov/ia/business/
government/Menu_of_Offerings.pdf
  National Best Practices Manual for Building High Performance Schools. This
  report presents design strategies covering 10 different disciplines, such as
  building envelope, lighting and electrical systems, ventilation, maintenance, and
  water conservation.
http://www.nrel.gov/docs/fy08osti/31S4S.pdf
  National Clearinghouse for Educational Facilities. The clearinghouse maintains a
  collection of resources relevant to improving energy performance in school buildings.
http://www.ed facilities.org/rl/high_performance.
cfm
  National Energy Foundation. This nonprofit organization promotes development,
  dissemination, and implementation of energy-related educational materials.
http://www. nefl. org/
  National Review of Green Schools: Costs, Benefits, and Implications for
  Massachusetts. This report was produced by Capital E for the Massachusetts
  Technology Collaborative. It describes the financial costs and benefits of green
  schools compared to conventional schools, and presents the cost effectiveness
  of greening schools in Massachusetts.
http://www.cap-e.com/ewebeditpro/items/
OS9F7707.pdf
  National Science Teachers Association. This organization offers guidance to
  educators and administrators on how to incorporate energy-related learning into
  classroom studies.
http://www. nsta. org/
  School Energy Efficiency Program. This Resource Solutions Group program-
  funded by the California Public Utilities Commission—offers no-cost technical
  and financial assistance to California school districts for energy efficiency
  upgrades.
http://www.schoolsenergyefficiency.com/
  Schools for Successful Communities: An Element of Smart Growth. This This
  publication by the Council of Educational Facility Planners International and
  U.S. EPA explains why and how communities can employ smart growth planning
  principles to build schools that better serve and support students, staff, parents,
  and the entire community.
http://www.epa.gov/smartgrowth/pdf/
SmartCrowth_schools_Pub.pdf
  School Operations and Maintenance: Best Practices for Controlling Energy
  Costs. Prepared for DOE, this guidebook is designed to provide school district
  staff with technical information and information on barriers to implementing
  energy- efficient O&M practices.
http://www.ase.org/uploaded_files/greenschools/
School%20Energy%20Guidebook_9-04.pdf
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                                                                                                  10. ADDITIONAL RESOURCES
                                                                                                                                 43

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   10   ADDITIONAL EXAMPLES AND INFORMATION RESOURCES (cont.)
Title/Description Web Site
Smart Growth and Schools. This EPA Web page provides information to help
communities integrate the principles of smart growth into decisions about where
and how schools are built or renovated.
Tips for Implementing a School-Wide Energy Efficiency Program. The Alliance
to Save Energy has developed a list of 10 action items for implementing energy
efficiency measures in K-12 school buildings.
Travel and Environmental Implications of School Siting. This EPA publication is
the first study to empirically examine the relationship between school locations,
the built environment around schools, how kids get to school, and the impact on
air emissions of those travel choices.
Vermont High Performance Schools. This partnership coordinates stakeholders
from state agencies, industry groups, and trade organizations.
Washington Sustainable School Protocol Pilot Program. This protocol is a variant
of the California CHPS standard that requires high performance in public schools
throughout the state.
http://www.epa.gov/smartgrowth/schools.htm
http://www.ase.org/content/article/detail/637
http://www.epa.gov/smartgrowth/schooL travel.
htm
http://neep.org/public-policy/hpse/hpse-vermont
http://www. k!2. wa. us/Sch Facilities/Programs/
HighPerformanceSchools/WSSPFinalDraft2006.pdf
Information Resources on Commissioning K-12 Schools
Commissioning for Schools. This Hawaii Department of Business, Economic
Development, and Tourism factsheet provides information on the estimated costs of
commissioning a broad range of school building components.
The Cost-Effectiveness of Commercial Buildings Commissioning. This
Lawrence Berkeley National Laboratory report assesses the cost and benefits of
commissioning several types of buildings, including schools.
Lessons Learned from Commissioning 15 Schools. This report identifies a
number of commissioning issues and challenges encountered by California
schools undergoing building commissioning processes.
http://www.hawaii.gov/dbedt/info/energy/
publications/schools/commissioning.pdf
http://eetd.lbl.gov/emills/PUBS/PDF/Cx-Costs-
Benefits.pdf
http -.//resources, cacx. org/library/holdings/202.pdf
Information Resources on CHPS Initiatives
Best Practices Manual. The Collaborative for High Performance Schools has
developed guidance for planning, designing, constructing, and operating high-
performance schools.
Collaborative for High Performance Schools Web Site. The Collaborative for
High Performance Schools is a program that has been used in several states that
oversees a green building rating program designed exclusively for K-12 schools.
Massachusetts Collaborative for High Performance Schools. The Massachusetts
Technology Collaborative adapted the California CHPS model, building on the
model's strongest features and adding more stringent requirements.
New York Collaborative for High Performance Schools. The New York CHPS is
based on the Massachusetts CHPS, but is tailored to meet New York State building
energy codes.
Northeast Energy Efficiency Partnerships. The partnerships have developed a
protocol for designing high-performance schools in the Northeast.
http://www.chps.net/dev/Drupal/node/288
http://www. chps. net/dev/Drupal/node
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U.S. EPA. 2009. Council Rock School District, Pennsyl-
vania. Available: http://www.energystar.gov/index.
cfm?fuseaction=partner_list.showLeadersStory&lds_
id=1282&o_id=1039018. Accessed 8/13/2009.

U.S. EPA. 2009B. Whitefish Bay School District, Wiscon-
sin. Available: http://www.energystar.gov/index.
cfm?fuseaction=partner_list.showLeadersStory&lds_
id=601&o_id=1058543. Accessed 2/19/2009.

U.S. EPA. 2009C. ENERGY STAR Labeled Profile, Fossil
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U.S. EPA. 2009D. ENERGY STAR Labeled Profile,
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ings.showProfile&profile_id= 1007537. Accessed
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50
      11. REFERENCES
                                                    Energy Efficiency in K-12 Schools  | Local Government Climate and Energy Strategy Series

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U.S. EPA. 2009E. Buildings & Plants Partner List Results:
Minnesota K-12 Schools. Available: http://www.
energystar.gov/index.cfm?fuseaction=partner_list.
showPartnerResults&leaders_yn=Y&poy_
yn=N&success_yn=N&partner_type_id=CIK&s_
code=MN. Accessed 2/19/2009.

U.S. EPA. 2009F. Bring the ENERGY STAR Challenge
to Your Community. Available: http://www.energys-
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showlntroduction. Accessed 3/10/09.

U.S. EPA. 2009G. ENERGY STAR Product Specifications.
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U.S. EPA. 2009H. Mahtomedi Public Schools ISD
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showLeadersStory&lds_id=441&o_id=1028306.
Accessed 5/14/2009.

U.S. EPA. 20091. ENERGY STAR Leaders. Available:
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= partner_list.showPartnerResults&leaders_yn =
Y&poy_yn = N&success_yn = N&partner_type_id =
CIK&s_code = ALL. Accessed 8/11/2009.

U.S. EPA. 2009J. Personal communication with ENERGY
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U.S. EPA. 2009K. Smart Growth and Schools. Avail-
able: http://www.epa.gov/smartgrowth/schools.htm.
Accessed 11/25/2009.

U.S. EPA and U.S. DOE. 2009. ENERGY STAR Prod-
uct Savings Calculator: Commercial Dishwashers.
Available: http://www.energystar.gov/ia/business/
bulk_purchasing/bpsavings_calc/CalculatorCommer-
cialDishwasher.xls. Accessed 10/6/2009.

U.S. EPA and U.S. DOE. 2009B. ENERGY STAR
Product Savings Calculator: Commercial Refrigerators.
Available: http://www.energystar.gov/ia/business/
bulk_purchasing/bpsavings_calc/Commercial_
Refrigerators_Bulk.xls. Accessed 3/11/2009.
U.S. EPA and U.S. DOE. 2009C. ENERGY STAR Prod-
uct Savings Calculator: Commercial Freezers. Available:
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ing/bpsavings_calc/Commercial_Refrigerators_Bulk.
xls. Accessed 5/14/2009.

U.S. EPA and U.S. DOE. 2009D. ENERGY STAR
Product Savings Calculator: Room Air Conditioners.
Available: http://www.energystar.gov/ia/business/
bulk_purchasing/bpsavings_calc/CalculatorConsum-
erRoomACxls. Accessed 3/11/2009.

U.S. EPA and U.S. DOE. 2009E. Commercial Fryers
Savings Calculator. Available: http://www.energystar.
gov/ia/business/bulk_purchasing/bpsavings_calc/
Commercial_Electric_Fryers_Bulk.xls. Accessed
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U.S. EPA and U.S. DOE. 2009F. Commercial Hot Food
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Union of British Columbia Municipalities. 2009.
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Washington. 2005. Washington High Performance
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Energy Efficiency in K-12 Schools | Local Government Climate and Energy Strategy Series
                                                                                              11. REFERENCES
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   Washington. 2006. Washington Sustainable School
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   Washington, D.C. 2006. Green Building Act of 2006.
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   Washoe County School District. 2007. Pinnacle
   Newsletter. Volume 7, Issue 8. Available: https://ssl.
   washoe.kl2.nv.us/docs/pdf/pinn_apr07.pdf. Accessed
   10/6/2009.

   Wisconsin. 2009. Lt. Governor Lawton's Energy Star
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   Zobler, N. and K. Hatcher. 2008. "Choosing the Right
   Financing for Your Energy Efficiency and Green Projects
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       11. REFERENCES
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