How to use Portfolio Manager

U.S. Environmental Protection Agency (EPA)20112011

What is ENERGY STAR?What is ENERGY STAR?

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

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

ENERGY STARENERGY STAR

What is ENERGY STAR for Buildings?

• U S Environmental Protection Agency energy• U.S. Environmental Protection Agency energy management program.Off l ti t h l b ildi• Offers proven solutions to help building owners and managers reduce energy consumption.P f t ti d i ti• Program for new construction and existing buildings.

• Works in markets with a focus on:– Commercial property (offices, retail, hotels)– Public sector (government, K-12, higher ed)– Healthcare– Small business and congregations

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Who’s Improving Performance with ENERGY STARENERGY STAR

• State and Local Governments (California, Pennsylvania, ( , y ,Washington, DC, Austin, Louisville, Montgomery County (MD), Arlington County (VA))

• K-12 Schools (New York City Schools, San Diego Schools, nearly 100 Wi i h l di t i t )100 Wisconsin school districts)

• Commercial Real Estate (CB Richard Ellis, Hines, Jones Lang LaSalle, USAA Realty, Transwestern)

• Retail (JCPenney, Kohl’s, Target, Dick’s Sporting Goods, Food Lion, Stop & Shop)

• Hospitality (Marriott, Best Western, Wyndham)p y ( y )• Healthcare (Sunrise Assisted Living, Providence Health, Inova

Health System)• Higher Education (University of New Hampshire, City University ofHigher Education (University of New Hampshire, City University of

New York, University of Michigan)• Associations (ICLEI, NACo, USCM, NASEO, BOMA, IFMA,

American Association of Community Colleges, Green Hotels y g ,Association, National Automobile Dealers Association)

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Off-the-Shelf ENERGY STAR Resources

– Building Upgrade Manual– “Bring Your Green to Work” Campaign– ENERGY STAR College CourseENERGY STAR College Course– ENERGY STAR Training

P tf li M– Portfolio Manager

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ENERGY STAR Tools and Reso rces LibrarResources Library

www.energystar.gov6

Promote Energy Efficiency Best Practices i h EPA’ B ildi U d M lwith EPA’s Building Upgrade Manual

• Guidance to plan and implement profitable• Guidance to plan and implement profitable energy saving building upgrades utilizing best practices for cost-effective improvement.

• Expanded benchmarking guidance, including benefits, options, and best practices

• Updated resources, case studies, and savings data

• Staged approach for planning upgrades to maximize energy savings:

• Retrocommissioning (Chapter 5) • Lighting (Chapter 6) • Supplemental Load Reductions (Chapter 7)

www.energystar.gov/bldgmanual

• Air Distribution Systems (Chapter 8) • Heating And Cooling Upgrades (Chapter 9)

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Engage Employees/Tenants with EPA’ “B i Y G t W k”EPA’s “Bring Your Green to Work”

Off th Sh lf E AOff-the-Shelf Energy Awareness Program

Green Team checklist•Green Team checklist

•Employee Training Toolkit

•Behind the scenes tour

•Interactive cubicle•Interactive cubicle

•Energy quiz

•Publications

•Fast Facts on Energy

All available at www.energystar.gov/work

Fast Facts on Energy

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ENERGY STAR College/Training Curriculumg g

• Gives students practical hands-on experience withGives students practical, hands on experience with commercial building energy efficiency

• Free of charge off the shelf package from EPA• Free-of-charge, off-the-shelf package from EPA• Includes everything you need:

C S Course Syllabus, outline, and reading list Student project Course lecture plans and presentations Course lecture plans and presentations …And more!

• Customize or expand it to• Customize or expand it to your needs

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ENERGY STAR Portfolio ManagerENERGY STAR Portfolio Manager

EPA’s no-cost online tool: www energystar gov/benchmark

– Assess the whole building energy use of existing buildings (weather normalized EUI)

EPAs no cost online tool: www.energystar.gov/benchmark

( )– Track changes in energy and water use over time in single

buildings, groups of buildings, or entire portfoliosReceive an energy performance rating (1 100 score) buildings– Receive an energy performance rating (1-100 score), buildings that score a 75 or higher are eligible for the ENREGY STAR.

– Track CO2 reductions and cost savings

– Track onsite renewable wind and solar energy use– Custom reporting and graphing features - for your own

buildings and external sharingbuildings and external sharing

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Opportunities in BuildingsOpportunities in Buildings

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

30 percent of energy consumed in30 percent of energy consumed in commercial and industrial buildings is wastedwasted.

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

Rating System for Buildings

Is 80 kBtu/SF/YR high or

Rating System for Buildings

Statement of

Is 80 kBtu/SF/YR high or low for a building?Statement of Energy Performance

EPA Rating

Fuel EfficiencyFuel Efficiency

MPG

Is 60 MPG high or low for gan automobile?

Benchmarkinge c a g

Benchmarking through ENERGY STARBenchmarking through ENERGY STAR allows you to:• Compare one building against a national

sample of similar buildingsp g• Compare all of your buildings of a similar type

to each otherto each other• Set priorities for use of limited staff time

d/ i t t it land/or investment capital

Benchmarking

Portfolio Manager

e c a g

Portfolio ManagerBenchmark the energy use of all of your buildings –

receive an energy use intensity (EUI) Many buildingsreceive an energy use intensity (EUI). Many buildings, including office buildings can receive energy performance ratings 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.pp ywww.energystar.gov/benchmark

ENERGY STAR ScoreEli ibl B ildi TEligible Building Types

HospitalsDormitoriesCourthousesBank/FinancialInstitutions

Data Centers

Medical Offices Office BuildingsK-12 SchoolsHotels Houses of Worship

WarehousesSupermarkets Wastewater Treatment Plants

Retail Stores

All Buildings Can Be Benchmarked!All Buildings Can Be Benchmarked!

• Police Stations• Fire Stations• Assisted Living Facilities• Convention Centers• Laboratories• Libraries• Malls• Movie Theatres• Restaurants• Stadiums and Arenas• Buildings sharing meters

Portfolio ManagerFour Simple Steps

1. Create/edit a Portfolio Manager account2 Add/edit a property2. Add/edit a property3. Add/edit a space4 Add/ dit t4. Add/edit energy meters

Required Information for Benchmarking in Portfolio ManagerBenchmarking in Portfolio Manager

• Building IdentifiersName, street address, zip code for weather normalization

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

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

• Energy Use• 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. y g

Assess Performance for Smart E M tEnergy Management

Establish Baseline Set Goals Track & Measure

Overtime

Verify gains from upgrade effortsy g pg

Require specific rating gains from service providers in select building types such as office or warehouse

Identify Best Opportunities for Energy Efficiency ImprovementsEfficiency Improvements

• Identify under-performing buildings to target forIdentify under performing buildings to target for energy efficiency improvements.

• Establish baselines to set goals and measure progressprogress

Track Progress Over Timeg

• Set a custom baseline and monitor energy efficiency improvements gy y pbefore, during, and after an upgrade project

• View percent improvement in weather-normalized energy use intensity.

• Track reductions in greenhouse gas emissions• Monitor energy and water costs

Document Savings ResultsDocument Savings Results

• Provide transparency and accountability to help demonstrate• Provide transparency and accountability to help demonstrate strategic use of capital improvement funding.

• Quickly and accurately demonstrate savings for an individual building or entire portfolio:building or entire portfolio: – Energy use– GHG emissions

Water use– Water use– Energy costs

• Download performance metrics from Portfolio Manager into Excel.G t St t t f E P f (SEP) f h• Generate a Statement of Energy Performance (SEP) for each building, summarizing important performance indicators, including energy intensity and CO2 emissions.

• Generate an Energy Performance Report showing reductions in key• Generate an Energy Performance Report showing reductions in key indicators over a user-specified time period.

Visit www energystar gov/benchmark to get startedVisit www.energystar.gov/benchmark to get started

EECBG and ENERGY STAR

DOE Goal ENERGY STAR OfferinggEECS Development Energy Management GuidelinesProgress Reporting

E dPortfolio Manager

• Energy saved• Cost saved• Water saved• GHG saved• GHG savedCommunity Outreach Partner Resources

ENERGY STAR ChallengeR iti PRecognition ProgramsChange the World, Start with ENERGY STAR

Energy Use Reduction Portfolio Manager (existing buildings)Target Finder (new buildings)ENERGY STAR ProductsBuilding Upgrade ManualService and Product Provider Directory

Financial Efficiency Cash Flow Opportunity (CFO) Calculator

National and Local Recognitiong

ENERGY STAR PartnerENERGY STAR Partner

D i d t E thDesigned to Earn the ENERGY STAR

The ENERGY STAR for Existing Buildingsg g

ENERGY STAR LeadersENERGY STAR Leaders

ENERGY STAR Partner of the YearENERGY STAR Partner of the Year

Become a Partner

Go to: the “Buildings & Plants” page

1.

Look to left andClick on:

2.Click on:“Join ENERGY STAR”

Apply for the ENERGY STARpp y o t e G S

Buildings in the top 25 percent nationwide are eligible to earn for the ENERGY STAR, provided they meet or exceed industry standards for comfort 0 25 50 75 100levels.

0 25 50 75 100

ENERGY STAR for Buildingsg

ENERGY STAR ENERGY STAR qualified buildings use 35 percent less penergy than average buildings.

More than 13,000b ildi h dbuildings have earned the ENERGY STAR for energy efficiencyfor energy efficiency.

Become an ENERGY STAR Leader

• ENERGY STAR Partner• Benchmark all buildingsBenchmark all buildingsAND• Improve energy use by 10 percent 20• Improve energy use by 10 percent, 20

percent, 30 percent, or moreOROR • Portfolio-wide average rating over 75g g

http://www.energystar.gov/index.cfm?c=leaders.bus leadersp gy g _

ENERGY STAR Partner of the YearENERGY STAR Partner of the Year

ENERGY STAR Annual AwardsENERGY STAR Annual Awards CeremonyOrganizations are recognized forOrganizations are recognized for outstanding performance in reducing energy consumption

http://www.energystar.gov/awards

Live Demo

Portfolio Manager

e e o

Portfolio Managerhttps://www.energystar.gov/benchmark/

New resources on the Public Sector pages: www energystar gov/governmentwww.energystar.gov/government

Pre-recorded web casts

-Fact Sheet: “Portfolio Manager for ARRA-funded EE projects”EE projects

- Benchmarking Starter Kit

ENERGY STAR State and Local fact sheet

Benchmarking Starter KitBenchmarking Starter Kit

Portfolio Manager Data Collection Sheet

Portfolio Manager Quick Reference

Animated Portfolio Manager

Guide

Training

For More InformationFor More Information

Visit www.energystar.gov/buildingstrainingE-mail buildings@energystar.gov

If you have any questions, please contact:

Katy Hatcher, US EPAhatcher.caterina@epa.gov(202) 343-9676

Leslie Cook, US EPAcook.leslie@epa.gov(202) 343-9174( ) ( )

The Cadmus Group, Inc. (EPA contractor)Kudret Utebaykutebay@cadmusgroup.com (703) 247-6138

Colin Dunncolin.dunn@cadmusgroup.com (703) 247-6121( ) ( )

Additional Informationdd t o a o at o

Downloading Import Templates

(1) Click the Import Facility Data link and on the next screen right click on the desired template

Downloading Import Templates

(1) Click the Import Facility Data link, and on the next screen, right click on the desired template link. Select “Save Target As,” and follow the instructions.

(1)

Import Template OverviewBe sure to populate the User, Facilities, Primary Space, and Energy Use tabs with the required data. Additional tabs are included for instructions and secondary space types (if any)

Import Template Overview

included for instructions and secondary space types (if any).

NOTE: The following is an example of how to use the import template. While this example shows you how to import data for an office space (general or courthouse) into the Portfolio Manager, the process is similar for other space types.

U th F iliti F dditi lIn the User tab Use the Facilities, Space, Energy Use,and Water Use tabs to fill in the required data.

For additional space types, fill in fields for Parking Space, Data Center Space, and

In the User tab, enter your login name, indicate user contact information, and respond to

ti l tip

Swimming Pool (if available).

optional questions for EPA tracking purposes.

Read the Instructions and Import Tips tabs for information on the import process andfor information on the import process and data requirements.

To import the data into Portfolio Manager, e-mail the completed template to buildings@energystar.gov

Populating and Importing Data f I t T l tfrom Import TemplatePopulate data fields with basic facility information

Space Use information

Populating and Importing Data f I t T l tfrom Import Template

Energy Use data needed in Portfolio Manager (Energy Use tab)

Multi Facility Meter UpdateMulti Facility Meter Update

Once you have established an account and benchmarked your buildings, you should update energy data on a regular basis.

(1) Click “Update Multiple Meters” on the “My Portfolio” page.

(1)

Multi Facility Meter Updatey p

(2) Cli k “U l d F iliti ”(2) Click “Upload Facilities”

(2)

Multi Facility Meter Update (C ti d)(1) Cli k “S l t M t E t i ”

(Continued)(1) Click on “Select Meter Entries.”(2) On next screen (not shown), select the number of entries (billing cycles or months) you would like to

input; click “continue.”

(1)

Multi Facility Meter Update (C ti d)

(3) Click on b ildings needing change

(Continued)

(3) Click on buildings needing change(4) Click “Generate Spreadsheet”

(3)

(4)(4)

Multi Facility Meter Update (C ti d)(Continued)

(1) When finished, click “Done” or Download Spreadsheet.

(1)(1)

Multi Facility Meter Update (C ti d)

(2) E t d t d t i th d l d d d h t

(Continued)

(2) Enter energy use and cost data in the downloaded spreadsheet.

(2)

Uploading your Multi Facility Meter Update

(1) Cli k “U l d F iliti ”

Meter Update (1) Click “Upload Facilities.”

(1)

Uploading your Multi Facility Meter Update

(2) You may browse your computer to find the correct file name for your completed update

Meter Update (2) You may browse your computer to find the correct file name for your completed update

spreadsheet.

(3) Click “Upload.” Your data will be processed and a confirmation e-mail will be sent to you regarding your upload.

(4) Click “Confirm” (not shown) to continue

(2)(2)

(3)(3)

How to Access Portfolio Managerg

• Single Building Manual Entry• Enter building and energy consumption information into

P f li MPortfolio Manager.• Bulk Data Upload

• Upload large sets of building data in Portfolio Manager• Upload large sets of building data in Portfolio Manager using an Excel template.

• Automated Benchmarking Services• Use Service and Product Provider to have the rating

automatically integrated into your energy information and bill handling systemb a d g sys e

• Utility-based Automated Benchmarking• Option 1: Provide utility data

O ti 2 P id t t d b h ki i• Option 2: Provide automated benchmarking services

How Does a Utility Automate B h ki ?Benchmarking?

2 Customer2Customer requests data through utility software

Customer

5

EPA

5Customer receives ENERGY STAR KPI

Receiving

EPA

Utility System1 gdata

Utility integrates data into their energy

1

Returning KPI EPA calculates and

energy information product

3 KPIreturns STAR Key Performance Indicators (KPI)

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Generate XML and send to EPA

ABS ResourcesABS Resources

• Overview on ENERGY STAR web site• Register for ABS accountRegister for ABS account• Download ABS Overview and Users Guide

f ABS t W b itfrom ABS account Web site• Email technical question toa tec ca quest o to

buildings@energystar.govR t f ll ith EPA• Request conference calls with EPA program and technical support teams

ENERGY STAR and LEEDENERGY STAR and LEED

LEED EA Credit 1:LEED EA Credit 1:Option 1: whole building energy simulation. Projects can obtain the data from Target Finder (for LEED-NC) or g ( )Portfolio Manager (for LEED-EB: O&M).

LEED-EB (O&M) EA Prerequisite 2:Submissions must obtain an energy performance rating of 69 using Portfolio Managerof 69 using Portfolio Manager.

LEED-EB (O&M) EA Credit 6:LEED-EB (O&M) EA Credit 6:Statement of Energy Performance can be used as a resource for earning this credit.g

ENERGY STAR and LEED (cont )ENERGY STAR and LEED (cont.)

LEED EB (O&M) WE Credit 1:LEED-EB (O&M) WE Credit 1:Monthly and annual consumption summaries can be addressed using Portfolio Manager.g g

LEED-EB (O&M) MR Credit 2.1:( )ENERGY STAR qualified appliances can be used for Durable Goods credit.

LEED-CI EA Credit 1.4:ENERGY STAR lifi d li b d fENERGY STAR qualified appliances can be used for energy efficient appliances credit.