February 4, 1997

MEMORANDUM FOR HEADS OF EXECUTIVE DEPARTMENTS AND AGENCIES

FROM: Franklin D. Raines, Director

SUBJECT: Agency Reporting to Congress on Energy Expenditures


The Senate Appropriations Committee Report accompanying the FY 1997 Treasury, Postal Service, and General Government appropriation bill included a provision requiring departments and agencies to include with their Congressional budget request for FY 1998 and subsequent years a report on energy costs and energy-savings activities (Attachment 2). Each agency that leases, owns, or operates (i.e. pays energy bills for) a facility, including agencies with delegated authority from the General Services Administration (GSA), must submit this report. Agencies whose facilities are entirely provided by the GSA and paid for under Standard Level User Charges (SLUC) do not need to file this report and need not respond to this memorandum.

The Administration supports this information collection requirement; it is consistent with existing law and with Executive Order 12902, "Energy Efficiency and Water Conservation at Federal Facilities" (Attachment 3). We recommend a simple report format using the forms included in Attachment 1. The report should accompany or shortly follow the agency■s budget submission to Congress.

The Senate committee report language requires at a minimum:

This report does not replace, but supplements, reports currently submitted by each agency to the Department of Energy■s Federal Energy Management Program (DOE/FEMP). Most of the data requested for FY 1996 should be on record from each agency■s submission to FEMP, which was due last month. The data for FY 1997 and 1998 require estimates based on the agency■s current FY 1997 budget and FY 1998 budget request -- this information was not requested by FEMP. By including budget-year information as well as historical reporting, this will provide timely information to Congress that will help support agency investments in energy efficiency.

Spending amounts for energy consumption should be shown for the prior year, current year, and budget year. Attachment 1 provides forms for this purpose. These forms are copied from the FEMP reporting tables, except that questions about vehicle fuel consumption have been omitted. The forms ask for a breakdown of energy expenditures by fuel/energy type, to be provided if that information is available. If it is not available, simply provide the total energy expenditures known or projected for each year. A breakdown within the electricity figure by generating sources is not needed. Additional questions on the forms address agency efforts to reduce facility energy costs and their results.

In addition to this annual submission, the Senate appropriations committee report requires a separate, one-time report from the same agencies to be submitted to the appropriation committee by each agency by March 31, 1997, containing:

  1. Figures for the agency's actual energy use in its facilities during FY 1996;
  2. The agency's strategy for implementing a centralized facilities energy cost accounting system;
  3. The agency's strategy for meeting the year 2005 energy-use reduction goals of E.O. 12902 for facilities it owns, operates, or leases; and
  4. A list of specific energy savings projects to be implemented by the agency during FY 1997.
The data in item 1 for this one time report are similar to the data requested in Attachment 1 for the annual report accompanying the budget, but details such as a breakout of energy use by type, are required, not optional. The energy consumption data are only required for FY 1996, so this requirement can be met simply by including in your March 31 report a copy of your agency■s FY 1996 data submission to the DOE Federal Energy Management Program.

With respect to item 2 above, the report should address the feasibility of implementing a centralized cost-accounting system and what benefits might be expected if a centralized system were to be adopted. If the feasibility analysis indicates that implementing a centralized energy cost accounting system would be extremely difficult, the ■strategy■ portion of the report to Congress should suggest alternative ways to improve the quality and timeliness of energy-cost data collection.

In addition to these reports, OMB will work with DOE and GSA to monitor government- wide progress on the requirements outlined in E.O. 12902.


Attachments (3)




Attachment 1

Data Collection Forms for Report on Energy Costs and Reduction Measures to Accompany Agency Budget Submissions to Congress (Feb. 1997)

Note:
Agencies should use the attached forms as the reporting instrument to accompany or follow their FY 1998 Congressional Budget Submission. These forms are essentially the same as the one agencies use to submit data to the Department of Energy Federal Energy Management Program (FEMP), except that questions about vehicle fuel use have been removed. In responding to this Congressional request, we wish to provide three years of data (prior year, current year, and budget year), which is not collected on the FEMP forms, so we have provided three forms.
Since all agencies should have submitted their FY 1996 data to FEMP by now, a photocopy of the FEMP submission may be used for the FY 1996 data sent to the Appropriation Committees and OMB. Use these forms to provide projections for FY 1997 and FY 1998 that are consistent with current appropriations and the agency's FY 1998 budget request.
Web-version note:
The forms are included here for completeness, but they will not print cleanly one-per page. To print each form as a separate document, go to


ANNUAL ENERGY MANAGEMENT DATA REPORT
Agency_____________________________  Prepared by:____________________________

Reported Year: FY 1996  Date Submitted:___________  Phone:___________________

GROSS SQUARE FOOTAGE
Buildings/Facilities                    Excluded Buildings/Industrial
Gross Square Feet, Thou.______________  Gross Square Feet, Thou._____________

ENERGY CONSUMPTION AND COST DATA
(Breakdown of energy types is optional for the annual report accompanying
agency budget materials, but the data should be available at least for
FY 1996 from the agency's recently-completed FEMP submission.)

Buildings/Facilities            Annual Consumption      Annual Cost (Thou. $)
Electricity     MWH             __________________      _____________________
Fuel Oil        Thou. Gal.      __________________      _____________________
Natural Gas     Thou. Cu. Ft.   __________________      _____________________
LPG/Propane     Thou. Gal.      __________________      _____________________
Coal            S. Ton          __________________      _____________________
Purch. Steam    BBtu            __________________      _____________________
Other           BBtu            __________________      _____________________
                Total Buildings/Facilities Costs        _____________________

Excluded Buildings/Industrial   Annual Consumption      Annual Cost (Thou. $)
Electricity     MWH             __________________      _____________________
Fuel Oil        Thou. Gal.      __________________      _____________________
Natural Gas     Thou. Cu. Ft.   __________________      _____________________
LPG/Propane     Thou. Gal.      __________________      _____________________
Coal            S. Ton          __________________      _____________________
Purch. Steam    BBtu            __________________      _____________________
Other           BBtu            __________________      _____________________
                Total Excluded Bldgs/Indust Fac. Costs  _____________________

DIRECT AGENCY EXPENDITURES -- Direct expenditures on facility energy
efficiency improvements
FY 1996 Expenditures (Thou. $)______________________
Annual savings anticipated from expenditures_________________ MMBTU
                                            _________________(Thou. $)

ENERGY SAVINGS PERFORMANCE CONTRACTS
Number of ESP contracts awarded_________________
Annual savings anticipated from ESP contracts________________MMBTU
                                             ________________(Thou. $)
UTILITY INCENTIVES
Incentives received____________________(Thou. $)
Funds spent in order to receive incentives_____________________(Thou. $)
Annual savings anticipated from DSM activities________________MMBTU
                                              ________________(Thou. $)
TRAINING
Current year expenditures for energy management training_____________(Thou. $)
Number of personnel trained_______________________


ANNUAL ENERGY MANAGEMENT DATA REPORT
Agency_____________________________  Prepared by:____________________________

Reported Year: FY 1997  Date Submitted:___________  Phone:___________________

ESTIMATED GROSS SQUARE FOOTAGE
Buildings/Facilities                 Excluded Buildings/Industrial
Gross Square Feet, Thou.______________  Gross Square Feet, Thou._____________

ENERGY CONSUMPTION AND COST DATA
(Breakdown of energy types for the current year is optional, but if it's available,
please provide it.)

Buildings/Facilities           Annual Consumption       Annual Cost (Thou. $)
Electricity     MWH            __________________      _____________________
Fuel Oil        Thou. Gal.     __________________      _____________________
Natural Gas     Thou. Cu. Ft.  __________________      _____________________
LPG/Propane     Thou. Gal.     __________________      _____________________
Coal            S. Ton         __________________      _____________________
Purch. Steam    BBtu           __________________      _____________________
Other           BBtu           __________________      _____________________
                Total Buildings/Facilities Costs       _____________________

Excluded Buildings/Industrial   Annual Consumption      Annual Cost (Thou. $)
Electricity     MWH             __________________     _____________________
Fuel Oil        Thou. Gal.      __________________     _____________________
Natural Gas     Thou. Cu. Ft.   __________________     _____________________
LPG/Propane     Thou. Gal.      __________________     _____________________
Coal            S. Ton          __________________     _____________________
Purch. Steam    BBtu            __________________     _____________________
Other           BBtu            __________________     _____________________
                Total Excluded Bldgs/Indust Fac. Costs _____________________

DIRECT AGENCY EXPENDITURES -- Direct expenditures on facility energy
efficiency improvements
FY 1997 Estimated Expenditures (Thou. $)______________________
Annual savings anticipated from expenditures_________________ MMBTU
                                            _________________(Thou. $)

ENERGY SAVINGS PERFORMANCE CONTRACTS
Number of ESP contracts planned_________________
Annual savings anticipated from ESP contracts________________MMBTU
                                             ________________(Thou. $)
UTILITY INCENTIVES
Incentives anticipated____________________(Thou. $)
Funds planned in order to receive incentives___________________(Thou. $)
Annual savings anticipated from DSM activities________________MMBTU
                                              ________________(Thou. $)
TRAINING
Planned year expenditures for energy management training_____________(Thou. $)
Planned number of personnel trained_______________________


ANNUAL ENERGY MANAGEMENT DATA REPORT
Agency_____________________________  Prepared by:____________________________

Reported Year: FY 1998  Date Submitted:___________  Phone:___________________

PROJECTED GROSS SQUARE FOOTAGE
Buildings/Facilities                    Excluded Buildings/Industrial
Gross Square Feet, Thou.______________  Gross Square Feet, Thou._____________

PROJECTED ENERGY CONSUMPTION AND COST DATA
(Breakdown of energy types for the budget year is optional, but if it's available,
please provide it.)

Buildings/Facilities           Annual Consumption     Annual Cost (Thou. $)
Electricity     MWH            __________________     _____________________
Fuel Oil        Thou. Gal.     __________________     _____________________
Natural Gas     Thou. Cu. Ft.  __________________     _____________________
LPG/Propane     Thou. Gal.     __________________     _____________________
Coal            S. Ton         __________________     _____________________
Purch. Steam    BBtu           __________________     _____________________
Other           BBtu           __________________     _____________________
                Total Buildings/Facilities Costs      _____________________

Excluded Buildings/Industrial   Annual Consumption    Annual Cost (Thou. $)
Electricity     MWH             __________________    _____________________
Fuel Oil        Thou. Gal.      __________________    _____________________
Natural Gas     Thou. Cu. Ft.   __________________    _____________________
LPG/Propane     Thou. Gal.      __________________    _____________________
Coal            S. Ton          __________________    _____________________
Purch. Steam    BBtu            __________________    _____________________
Other           BBtu            __________________    _____________________
                Total Excluded Bldgs/Indust Fac. Costs_____________________

DIRECT AGENCY EXPENDITURES -- Direct expenditures on facility energy
efficiency improvements
FY 1998 Budgeted Expenditures (Thou. $)______________________
Annual savings anticipated from expenditures_________________ MMBTU
                                            _________________(Thou. $)

ENERGY SAVINGS PERFORMANCE CONTRACTS
Number of ESP contracts planned_________________
Annual savings anticipated from ESP contracts________________MMBTU
                                             ________________(Thou. $)
UTILITY INCENTIVES
Incentives anticipated____________________(Thou. $)
Funds planned in order to receive incentives___________________(Thou. $)
Annual savings anticipated from DSM activities________________MMBTU
                                              ________________(Thou. $)
TRAINING
Planned year expenditures for energy management training_____________(Thou. $)
Planned number of personnel trained_______________________



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