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Submitting Data to Portfolio
Manager from EnergyCAP
Adam Hegedus
CIO and VP of Information Technology,
Developer of the ENERGYSTAR Submission engine
EnergyCAP, Inc.
©2016 EnergyCAP, Inc.
What is
ENERGY STAR?
What is ENERGY STAR?
ENERGY STAR is a U.S. Environmental Protection
Agency (EPA) voluntary program that helps
businesses and individuals save money and
protect our environment through superior
energy efficiency
What is ENERGY STAR?
The ENERGY STAR label is now on major
appliances, office equipment, lighting, home
electronics, new homes and commercial and
industrial buildings and plants
What is Portfolio Manager?
Online tool to measure and track basic
energy and water consumption.
What is Portfolio Manager?
Compare your building to others and
benchmark your performance.
What is Portfolio Manager?
Required by Local, State, and Federal
legislation.
Portfolio Manager
History
Portfolio Manager History
Previous version had a very poorly
documented interface to external services.
EnergyCAP was written to support this format
Getting ratings took a long time.
When PM changed, a significant effort was
required to modify EnergyCAP to support the
new API.
Some residuals of these changes still exist.
Portfolio Manager Strengths
Portfolio Manager Strengths
Portfolio Manager is actively developed.
Portfolio Manager Strengths
Significantly faster than previous
releases.
Portfolio Manager Strengths
Portfolio Manager supports 80 different
building types.
Portfolio Manager Strengths
Good documentation and support.
Portfolio Manager
Weaknesses
Portfolio Manager Weaknesses
Portfolio Manager isn’t very flexible.
Portfolio Manager Weaknesses
Portfolio Manager doesn’t support
overlapping bills.
Portfolio Manager Weaknesses
ENERGY STAR Score only applies for
certain building types.
Eligible U.S. Building Types
Bank Branch
Barracks
Courthouse
Dormitory/Residence Hall
Financial Office
Data Center
K-12 School
Hospital
Hotel
Medical Office
Multifamily Housing
Office
Residence Hall/Dormitory
Retail Store
Senior Care Community
Supermarket/Grocery Store
Warehouse/Distribution Center
Wastewater Treatment Plant
Wholesale Club/Super-center
Worship Facility
Eligible Canadian Property Types
Financial Office
K-12 School
Hospital
Medical Office
Office
Residential Care Facility
Supermarket/Grocery Store
Where does EnergyCAP fit in?
Where does EnergyCAP fit in?
EnergyCAP’s goal is to fill in the gaps
that Portfolio Manager has.
Where does EnergyCAP fit in?
Built to fit more real-world energy
management situations.
Where does EnergyCAP fit in?
We’re continuously working to make
the process better.
Where does EnergyCAP fit in?
One-way sync!
Demonstration
Or, “We’re required by our state to submit to PM…what now?”
Steps to Submit to ENERGYSTAR
• Check that the schema is up to date
• Enter or update ENERGYSTAR Building properties
• Submit
– Select all or a set of buildings
– Select all data or data after a date
• Check your email for results
• Retrieve your results into EnergyCAP
• Make necessary changes and re-submit
Check your email
Check your email
Check your email
Check your email
Why didn’t my property receive
a rating?
Overlapping bills?
“Meter(s) with overlaps in meter entries.”
Missing bills?
“There is not 12 full months of meter data.”
Invalid building properties?
“Weekly Operating Hours is outside the allowed range.”
“Number of Computers is too small.”
Not eligible?
“More than 50% of the Gross Floor Area is not a single Property
Type that is eligible for a 1-100 score.”
What are Portfolio Manager
Submission Errors?
“Please provide a positive value for the usage.”
“Value is not facet-valid with respect to
enumeration”?
“Invalid content was found starting with element.”
“Property use does not exist.”
“The content of element 'useDetails' is
not complete.”
Questions

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Catalyst 2016: Benchmarking with ENERGY STAR Portfolio Manager

Editor's Notes

  1. How many of you have submitted to energystar through energycap? How many have not done it, but need to start? One of the hardest things I have to do is not use the wrong word… so if i say energycap instead of energystar.. I apologize! Lets start with the basics…
  2. So ESTAR was started to find ways to save money and protect the earth, and they did it by certifying devices. Does anyone know what the first device that was energystar certified was?
  3. Which brings us to portfolio manager. When buildings started to get energystar scores, they needed a way to put energy consumption into the system, so portfolio manager was born.
  4. Is anyone here required to submit buildings to energystar?
  5. The EPA releases new updates to PM twice per year. They add new building types and features
  6. It used to take up to hours to get a rating for a building after the data was submitted We would have to continuously check for the results. Now the ratings are available as soon as we submit the data
  7. PM also has weaknesses
  8. We have many customers that have issues with portfolio manager because of the restrictions they have. For instance…
  9. In the real world, it’s reasonable to have things like rebills, or corrected bills. Deregulated accounts will have multiple bills. These are valid situations, but PM doesn’t support them.
  10. 80 building types, but only a small subset are actually able to get an ESTAR score.
  11. These are the types of buildings that can get a rating in the US. There’s an even smaller set that are available in Canada
  12. Single point of entry to get all of your data into PM instead of having one product for benchmarking and a separate one for managing.
  13. EnergyCAP is used in many different ways. Our implementation staff works very hard to get ECAP set up to work for our customers. This is not easy. We try our best to have the logic necessary to translate your data into data that PM will be happy with
  14. Energystar is constantly evolving, and so are we. We work hard to keep up with changes and decisions that estar makes.
  15. Very important to note that the interface between PM and ECAP is one way. Changes that are made in PM and not in ECAP can be overwritten.
  16. Now you check your email and you should get something like this. It will be broken down into sections, a section for each building. You may see this:
  17. Which means you were able to submit successfully and there were no errors or you’ll see this:
  18. Where you have something that is keeping you from getting a rating. Or at the bottom of the email, you may see this
  19. These are errors that keeping a building from even getting submitted to energystar.
  20. So lets dig into these a bit.
  21. Do you have a meter that you forgot to exclude from PM?