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


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  • 1. Benchmarking Building Energy Performance with ENERGY STAR Portfolio Manager
  • 2. Agenda  ENERGY STAR and Benchmarking Overview  Strategies for Benchmarking  Getting Started: Four Simple Steps  Appendix: Additional Features
  • 3. 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.
  • 4. 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.
  • 5. 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.  Benchmarking
  • 6. 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
  • 7. 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
  • 8. 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…
  • 9. 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.
  • 10. Agenda  ENERGY STAR and Benchmarking Overview  Strategies for Benchmarking  Getting Started: Four Simple Steps  Appendix: Additional Features
  • 11. Steps for Benchmarking Successfully  Planning  Training  Data Collection  Benchmarking  Verification and Monitoring
  • 12. 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.
  • 13. 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.
  • 14. Training Conduct Training using the following sessions: • 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
  • 15. 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
  • 16. 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.
  • 17. 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.
  • 18. Agenda  ENERGY STAR and Benchmarking Overview  Strategies for Benchmarking  Getting Started: Four Simple Steps  Appendix: Additional Features
  • 19. 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
  • 20. 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)
  • 21. 1. Creating an Account
  • 22. Creating an Account
  • 23. 2. Adding a Property
  • 24. Adding a Property
  • 25. Add/Edit a Space3. Adding a Space
  • 26. Adding a Space
  • 27. Adding a Space
  • 28. Adding Energy Meters
  • 29. 4. Entering Energy Use
  • 30. Example
  • 31. 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
  • 32. • 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 further technical assistance On-demand Portfolio Manager User Support
  • 33. Agenda  ENERGY STAR and Benchmarking Overview  Strategies for Benchmarking  Getting Started: Four Simple Steps  Appendix: Additional Features
  • 34. 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
  • 35. 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
  • 36. Sharing Data with a Master Account
  • 37. (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 (1) (2)
  • 38. (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 (1) (2) (3)
  • 39. (3) (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) (1) (2) (4)
  • 40. 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) (1)