Energy Star® Portfolio Manager – Assessing Your Portfolio of Public Buildings

Benchmarking Building Energy Performance with

ENERGY STAR Portfolio Manager

Agenda

ENERGY STAR and Benchmarking Overview

Strategies for Benchmarking

Getting Started: Four Simple Steps

Appendix: Additional Features

What is ENERGY STAR?

A government-backed, voluntary program that helps businesses and individuals protect the environment through superior energy performance by providing energy-efficient solutions for homes, businesses, and institutions.

The national symbol for environmental protection through energy efficiency, recognized by more than 75% of all U.S. households.

Opportunities in Buildings

Commercial buildings and industrial facilities generate about 50 percent of U.S. carbon dioxide emissions.

30 percent of energy consumed in commercial and industrial buildings is wasted.

Reductions of 10 percent in energy use can be possible with little or no cost.

Portfolio Manager

Measure and track the energy use of all of your buildings

– receive an energy use intensity (EUI). Many buildings,

including office buildings can receive energy

performance scores on a 1-100 scale.

Track changes in energy and water use over time in

single buildings, groups of buildings, or entire portfolios.

Track and report cost savings and CO2 emissions.

Apply for the ENERGY STAR.

www.energystar.gov/benchmark

Benchmarking

Why Benchmark?

Verify pre- and post-project energy use, GHG emissions, and energy costs

Identify under-performing facilities

Assess effectiveness of current operations, policies and practices

Assist in planning: set goals, targets, and timelines

Set investment priorities

Identify billing errors

Set standard for your community

Prepare for certifications such as LEED or EnergyStar

www.energystar.gov/benchmark

Medical Offices Office Buildings

Hospitals

Warehouses

Dormitories

Supermarkets

Courthouses

K-12 Schools

Bank/Financial

Institutions

Hotels

Wastewater

Treatment Plants

Retail Stores

1-100 ENERGY STAR Score

Eligible Building Types

Houses of

Worship

Data Centers

Senior Care

Remember, All Buildings Can be

Benchmarked

• Mixed Use

• Multifamily

• Police Stations

• Fire Stations

• Restaurants

• Convention Centers

• Laboratories

• Libraries

• Malls

• Movie Theatres

• Stadiums and Arenas

• And more…

Required Information for

Benchmarking in Portfolio Manager

• Building Identifiers Name, street address, zip code for weather normalization

• Space Type Data (office example) – Office - Square footage, hours of operation, Number of workers

on main shift , # of PC’s, Percent of gross floor area that is air conditioned, heated

– School – Square footage, # of PC’s, # of refrigerators, school type, open weekends (y/n), on-site cooking (y/n), % of area air conditioned, heated

• Energy Use – Bldg specific invoice information from all purchased energy. Begin

with at least 11 consecutive months for each source and update with monthly usage data.

Agenda

ENERGY STAR and Benchmarking Overview

Strategies for Benchmarking

Getting Started: Four Simple Steps

Appendix: Additional Features

Steps for Benchmarking

Successfully

Planning

Training

Data Collection

Benchmarking

Verification and Monitoring

Planning

• Hold a Kick-off Meeting and invite your energy and

facility managers, EPA, and your utility providers. Discuss

ways to streamline process. Determine:

– Points of contact for your organization.

– Number of Portfolio Manager accounts to be opened.

– Personnel from each division who will manage these accounts.

– Number of buildings to be entered into Portfolio Manager.

• Standardize Usernames & Passwords to allow

administrators access to different accounts for quality

assurance or for sharing purposes.

Planning

• Create a Naming Convention for Buildings so the top-

level account manager can easily understand which

building belongs to which agency. For example, if South

Building belongs to the State Department of Natural

Resources (DNR), it could be named

“StateGovDNRSouthBuilding” or “DNRSouthBuilding.”

• Agree on a Data Entry Method for transmitting energy or

water consumption data to Portfolio Manager: – Manual Data Entry – enter building and energy use data manually.

– Bulk Data Upload – upload large sets of building data using an import

template (10 or more buildings).

– Automated Benchmarking Services (ABS) – have your Energy Service

Provider or utility automatically send your data into your Portfolio

Manager account.

Training

Conduct Training using the following sessions:

www.energystar.gov/buildingstraining

• ENERGY STAR Overview / Portfolio Manager Overview

• Portfolio Manager detailed training (train-the-trainer session). At

minimum, the these topics should be included:

– Benchmarking Starter Kit

– Four steps of benchmarking

– How to construct bulk data “import templates” to save time

– Sharing buildings with Master Accounts

– Portfolio Manager’s other features and Questions & Answers section

• Homework for account managers—encourage all account managers

to view a training session and benchmark at least one building.

• For more information, visit www.energystar.gov/benchmark

Data Collection

• Gather Building Data:

– Building/plant address.

– Building space characteristics.

– Energy use (determine baseline and current period and metrics).

– Other variables, such as water use or other space data such as

server rooms or parking spaces.

• Collect Building Attribute Data such as space types, square

footage, and number of people and computers. Store this bulk data in

import templates.

• Utilize EPA’s Data Collection Worksheet

Benchmarking

• Create Accounts for your users (Portfolio

Manager Accounts and Master Accounts).

• Enter Buildings into Portfolio Manager using the

collected data.

• Create & Assign Meters in Portfolio Manager.

• Input Energy and Water Data, and access

useful metrics such as EUI and GHG.

• Share Access with Master Accounts to allow

all buildings across your portfolio to be viewed

and tracked.

Verification and Monitoring

• Conduct Additional Training once the benchmarking

process begins.

– Perform ongoing data quality assurance.

– Use the Multi-facility Meter Update feature.

– Create reports to track progress toward goals.

• Track Progress & Celebrate Achievements

– Identify agencies or buildings that have improved their energy

efficiency over time and recognize their achievements. Encourage

continuous progress toward meeting and exceeding your energy

and water reduction goals.

Agenda

ENERGY STAR and Benchmarking Overview

Strategies for Benchmarking

Getting Started: Four Simple Steps

Appendix: Additional Features

Portfolio Manager

Four Simple Steps

1. Create/edit a Portfolio Manager account

2. Add/edit a property

3. Add/edit a space

4. Add/edit energy meters

Access Portfolio Manager Web

Page

(1) Click

BUILDINGS &

PLANTS on the

ENERGY STAR

home page.

(2) Click the

Portfolio

Manager link to

login or create a

new account

(3) Click Portfolio

Manager to read

more about the

rating system.

(2)

(3)

(1)

1. Creating an Account

Creating an Account

2. Adding a Property

Adding a Property

Add/Edit a Space 3. Adding a Space

Adding a Space

Adding a Space

Adding Energy Meters

4. Entering Energy Use

Example

EPA’s Portfolio Manager Training

• Benchmarking Starter Kit:

1. Animated Portfolio Manager training • Opening an account

• Entering building and energy information

• Updating energy use data

• Interpreting results

2. Data Collection Worksheet

3. Step-by-step Quick Reference Guide

• Cost-free live and recorded trainings www.energystar.gov/businesstraining

• Click the "Help" button to access searchable online user-

support information.

• Click the "FAQ" button to access a searchable database of

Frequently Asked Questions.

• Click the “Contact Us" or email for buildings@energystar.gov

further technical assistance

On-demand Portfolio Manager

User Support

Agenda

ENERGY STAR and Benchmarking Overview

Strategies for Benchmarking

Getting Started: Four Simple Steps

Appendix: Additional Features

Additional Features of

Portfolio Manager

Bulk Data Import Templates

Multi Facility Meter Updates

Create Custom Views

Reports and Graphs

Sharing Data with a Master Account

Campus Benchmarking

Automated Benchmarking Services

Sharing Data with a Master Account

• Allows your organization to measure and track energy and water use and monitor performance metrics including greenhouse gas emissions by building type or sector, for example: • School buildings

• Small businesses

• Commercial real estate

• Local government buildings

• Process: • Institution creates a Master Account

• Master Account appears in a public registry

• Individual users can share facilities with Master Account

• Master Account holder can view progress for all facilities that have been shared

Sharing Data with a Master Account

(1) Designate a Master Account or click on “Account

Information” in the “My Profile” view

(2) or, Click Share Facilities to create a Master Account

Creating a Master Account

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(2)

(1) In My Portfolio, click on

“Share Facilities”

(2) Type in Portfolio Manager

User Name

or

(2) Select a Portfolio Manager

Master Account from the

drop down menu

(3) Click “Add and Modify”

Sharing Facilities: Allowing Access by a

Master Account

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(1) Select the Access Role that you would like to give to the Master Account

(2) Select the optional rights that you would like to give to the Master Account

(3) Specify the group from the Master Account to place the shared facility(ies)

(4) Click “Continue”

Sharing Facilities: Allowing Access by a

Master Account

(Continued)

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(2)

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Sharing Facilities: Allowing Access by a

Master Account

(Continued)

(1) Select the facilities that you would like to share with the Master Account by

checking the boxes next to the facilities you would like to share or check the

“select all” box to share all facilities

(2) Click “Continue” (not shown)

(3) On the next screen, verify that all access changes are correct. If they are not,

click cancel to return to the previous screen. If they are correct, click “Save”

(not shown)

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