benchmarking with epa’s new “turbo charged” portfolio...

Benchmarking with EPA’s New “Turbo-Charged”

Portfolio Manager” July 26, 2013 @ 1:00pm EDT

Presented by:

Vince Perez

Learning Objectives

• In this session, you will become familiar with EPA’s New

ENERGY STAR® Portfolio Manager® tool and learn how

to: www.energystar.gov/portfoliomanager

– Navigate the new Portfolio Manager

– Add a property and enter details about it

• NYC LL84 Required Inputs

– Enter energy and water consumption data

– Share properties

– Generate performance reports

– Respond to data requests

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http://www.energystar.gov/portfoliomanager

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• Management Tool – Helps business and organizations by offering a platform to:

– Assess whole building energy and water consumption

– Track changes in energy, water, greenhouse gas emissions, and cost over time

– Track green power purchase

– Share/report data with others

– Create custom reports

– Apply for ENERGY STAR certification

• Metrics Calculator – Provides key performance metrics to integrate into a strategic management plan

– Energy consumption (source, site, weather normalized)

– Water consumption (indoor, outdoor)

– Greenhouse gas emissions (indirect, direct, total, avoided)

– ENERGY STAR 1-to-100 score (available for many building types)

Accessible in a free, online secure platform: www.energystar.gov/benchmark

http://www.energystar.gov/benchmark

To Get Started Benchmarking in

Portfolio Manager

• Helpful data to have on hand

– Property Information

• Name, street address, ZIP/postal code

• Property type data

• Gross floor area

• Use details (ex. weekly operating hours, number of computers, number of workers on the main shift, etc)

– Energy consumption data

• Property-specific invoice information from all purchased and on-site generated energy for all fuel types

• Aggregated Utility Data from Con Edison or National Grid:

www.nyc.gov./html/gbee/html/plan/energy.shtml

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Navigate the New Portfolio Manager

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Five portfolio level tabs

Intuitive navigation – multiple

ways to get to the same place

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Five property tabs


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Portfolio

level


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Property

level

Property and Details

– Edit property information

• NYC LL84 Inputs

– Correct or update property use details

– Address data quality alerts

– Update/add data using the spreadsheet

upload feature

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Get Data In

• 3 ways to enter data for your property or

portfolio:

1. Enter data manually

2. Upload data using spreadsheet templates

3. Work with 3rd party providers that exchange data

directly with Portfolio Manager via web services

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Get Data In: Manually with the help of

Portfolio Manager prompts

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Add a Property: Existing Property

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New Campus Features

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Basic Property Information

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Check the Statements that Apply

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Enter Values for Property Use Details

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MyPortfolio:

Property Summary Tab

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Where to ID your Property for NYC

Local Law 84 – BBL and BIN?

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To input property 7-digit BIN,

under “Unique Identifiers” (IDs)

heading, click “EDIT”

Enter property 10-digit

Borough Block Lot in

“Property Notes”

Where to ID your Property for NYC

Local Law 84?

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• Enter your property’s 7-digit BIN into the “Custom ID 1” field, i.e. 1234567

• If you have multiple buildings on a BBL being benchmarked together, enter all 7-digit BINs separated by semi-colons, i.e. 1234567;2345678

Coming Soon: both BBL and BIN numbers

will be entered into NYC-customized

“Standard ID” fields. Not required yet.

MyPortfolio – Edit Property

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Edit Property – Basic Information

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Edit Property – Basic Information

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Edit Property – Property Use

Detail

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Tip: Defining Property Use Types

• Designate your property’s “Primary Function”

– Should best reflect the activity in the majority of your

property to receive accurate metrics

– More than 80 property types listed

• Add additional property types only if needed

– Only add a type if the use is substantially different

from the property’s primary function

– Enter as few uses as needed to reflect current

operations in the property

– Exception: need to account for vacant space (> 10%

of gross floor area) as a separate property use type 24

Example: Adding a Separate Use Type

for Vacant Space in a Building

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Scenario

• Office Building with Gross Floor Area = 100,000 sq. ft.

• At time of property set-up, 10,000 sq. ft. are vacant.

• Click “Add” to add

another use type (“Office”) to account for vacant space.



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Enter a separate use representing

the combined floor area of the

vacant space, and enter use

details: • Weekly Operating Hours = 0

• Number of Workers on Main Shift = 0

• Number of Computers = 0



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Example of a property

accurately set up,

accounting for vacant

space, as well as

parking



Gross Floor Area Alert

Gross Floor

Area originally

listed as 100,000

sq. ft. for this

property

When “Vacant

Space” was

added, the

Gross Floor

Area went up to

110,000 sq. ft.

Need to edit

main “Building

Use” to equal

90,000 sq. ft, to

keep total floor

area consistent

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Correcting or updating property use details

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Correct vs. Update

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• If you need to make edits to your property use

details, you can either “Correct Mistakes” or

“Update with New Information”

• “Correct Mistakes” changes a value that was

entered in error

– No historical record of the old value will be kept or

factored into your metrics

• “Update with New Information” tracks a value

that is changing over time

– Enter date as of which the new value took effect, so

that the tool can account for this

Edit Property – Correct

Mistakes

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Scenario

Entered office

property use

gross floor area

as 100,000 sq. ft.

when it should

have been

1,000,000 sq. ft.


Mistakes

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Mistakes

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Edit Property – Update with New

Information

Scenario

7,500 sq. ft.

of the

vacant

space gets

leased

Edit Property – Update with

New Information

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Enter the

updated

value(s)

with the

correct

“Current

As Of”

date

Edit Property – Update With

New Information 2500

97500

Correcting/Updating Properties with

Multiple Buildings (Campuses)

• In a campus setting, you will need to

update/correct use details at both the property

level and at the building level

• If you make a change at the building level, it will

not automatically “roll up” to the property level

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Get Data In: Spreadsheet Upload

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Get Data In: ENERGY STAR Web

Services

• Enables energy service companies and utilities

to exchange data with Portfolio Manager to

– Manage building and energy data for customers

– Access the ENERGY STAR score and other

performance metrics from Portfolio Manager

• Users taking advantage of web services must

“connect” and “share” with their web service

provider

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Uploading or adding data using the

spreadsheet upload feature

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Update Data for Many Properties at Once

with the Spreadsheet Upload Feature

• Add new properties to your account

‒ Download spreadsheet

‒ Fill in property information

‒ Upload spreadsheet

• Add meters/edit meter data/edit basic property

details for existing properties

‒ Select properties

‒ Download custom spreadsheet

‒ Fill in data

‒ Upload spreadsheet

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Update Data for Many Properties at Once

with the Spreadsheet Upload Feature

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Scroll to the

bottom of the

front page of

MyPortfolio tab

Click link

here

Spreadsheet Upload/Update:

Overview

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Add New Properties: Download

Spreadsheet Template

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Add New Properties: Fill Out


• Complete rows in Excel spreadsheet with

information for your properties: name, address,

floor area, etc.

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Add New Properties: Upload

Completed Spreadsheet

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Upload filled out

templates:

• Select Type

• Upload

Entering energy and water consumption data

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MyPortfolio:

Property Meters Tab

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Add Meters

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Answer Questions About Energy Use

in Your Property

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Enter Additional Information

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About Your Meters

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Click in Table to Edit Meter

Information

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Add Energy Consumption Information

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Expand

meter by

clicking

arrow

Add Meter Entries and Fill in Data

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Upload a

spreadsheet,

using

template

Click

the “+”

to add

entries

Meter Data Alerts

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Meters to add to Total Consumption

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Property Meters Tab: Meters Added

and Displayed

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Notification

Click

for

details

View Meter Data and Manage Bills for

Your Property

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Add Meters / Add Bill Data / Edit

Basic Property Info

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Upload filled

out templates:

• Select Type

• Upload

Add Bills to Existing Meters: Create

Custom Upload Template

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Add Bills to Existing Meters: Fill Out


• Complete rows in Excel spreadsheet with new

bill data for each meter

• Be sure not to add/delete rows or columns, or to

change any formatting

Sharing properties and/or Data

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How to Share Properties

• 3 Steps:

1. Connect with others via the My Contacts page

2. Share one or more of your properties with your

connected contacts & specify the level of access the

contacts have to view and edit your properties

3. Review shared properties on the Sharing tab

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Add and Connect with Contacts

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Find Contacts

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Connection Request Confirmed

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Contact Receives and Accepts

Connection Request

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Sharing Tab – Overview

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Share Your Property:

Multiple Properties

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One Property Multiple Properties All Properties

Share Your Property:

Multiple Properties

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Select Permissions

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Click arrow

to show/hide

permissions

options

Choose permissions

Sharing Notifications Appear in Both

Accounts

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User who shares

a property

receives a

notification

User with whom

a property is

shared also

receives a

notification

Data Request Preview

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Reporting Tab

Data Request

displays in

“Templates &

Reports” list

Respond to Data Request

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Specific

Instructions

for your

Respondents

Data Request Created

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Managing Your Data Request

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Responding to Data Requests

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For more

information on

responding to

data requests, see

pg. 4 of the

resource “How to

Share Data with

Other Portfolio

Manager Users”

Set baselines and goals on the Planning tab

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Planning Tab: Portfolio-Level

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Choose one

target or

baseline for

all properties

View property-

specific details

on targets

View graphs with portfolio-

wide information

Property Goals Tab: View Specific

Property Goals & Improvements

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Download

documents

Goals tab at

the Property

level in

MyPortfolio

Add/Edit Baselines or Targets

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Choose baselines

or let Portfolio

Manager select

automatically

Target Options

• Target ENERGY

STAR Score

• Target % Better

than Baseline

• Target % Better

than Median

Generating Reports

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NYC LL84 Submissions

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http://www.nyc.gov/html/gbee/html/plan/ll84.shtml

UPDATE: The new upgraded Portfolio

Manager launched on Wednesday, July 17,

and can now be accessed

at www.energystar.gov/portfoliomanager.

Note that in these first few days of the

relaunch, the EPA is working diligently to

optimize full functionality. Please continue

to check back here for updates on how

this is affecting LL84 reporting. As well,

you can contact the Benchmark Help

Center for assistance at their new phone

number, (646)576-3539.

Please note that it is no longer necessary to wait 24 hours

before submitting, as all information is instantaneously saved

http://www.energystar.gov/portfoliomanager

Reporting Tab

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Choose from Pre-set Chart

& Graph options Download

Performance

Documents

Create and

generate

Templates &

Reports

Reporting Tab:

Charts & Graphs

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• Each of the figures can

be printed or

downloaded for easy

insertion into a

presentation or

document

• If you scroll down on

the page, you can view

and export the raw

data for the charts &

graphs

Standard Reports

• Performance Highlights

• Energy Performance

• Emissions Performance

• Water Performance

• Fuel Performance

• ENERGY STAR Certification Status

• Partner of the Year Report

• Sustainable Buildings Checklist Report

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Data Analysis in Portfolio

Manager

• Ways to analyze progress and

performance

– Download all portfolio data in Excel (from the

MyPortfolio page)

– Charts and Graphs

– Performance Documents

– Standard Reports

– Custom Reports

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ENERGY STAR Performance

Documents

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Download Entire Portfolio

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Custom Reporting

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Create your

own report

Custom Reporting

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Using the Sustainable Buildings Checklist

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What is the Sustainable Buildings

Checklist?

• United States Federal High

Performance Sustainable

Buildings Checklist (Guiding

Principles Checklist) now

available to all property

types

• Assist owners/managers

with evaluating sustainability

in existing buildings

• Encouraged for all

properties; used by U.S.

Federal buildings to comply

with requirements

Use the Sustainable Buildings

Checklist to:

• Conduct initial and final building

walkthrough assessments

• Track and easily view progress on

each guiding principle

• Upload compliance documents to

the repository for record keeping

• Create a portfolio-wide

sustainability roll-up report

• Review up-to-date energy and

water metrics generated by

Portfolio Manager

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Access the Sustainable Buildings

Checklist

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Click on the

“Goals” tab for a

specific property

and scroll to the

bottom of the

page

Start the Sustainable

Buildings Checklist

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Complete Checklist Step by

Step

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Recap

• We learned how to:

– Navigate the new Portfolio Manager

– Add a property and enter details about it

– Enter energy and water consumption data

– Share properties and Data requests

– Set baselines and goals

– Generate reports

– Use the Sustainable Buildings Checklist

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Portfolio Manager Help Page

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Extra Help

• Visit www.energystar.gov/buildingshelp

– Expanded list of FAQs

– Online form to submit technical questions or comments

• Additional Portfolio Manager training resources available at:

www.energystar.gov/buildings/training

• Portfolio Manager Technical Reference Series:

http://www.energystar.gov/index.cfm?c=evaluate_performance.

bus_portfoliomanager_model_tech_desc

• NYC Greener, Greater Buildings website:

http://www.nyc.gov/html/gbee/html/home/home.shtml

• Questions and/or Comments? Please feel free to email:

[email protected]

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http://www.energystar.gov/buildingshelp

http://www.energystar.gov/buildings/training

http://www.energystar.gov/index.cfm?c=evaluate_performance.bus_portfoliomanager_model_tech_desc

http://www.energystar.gov/index.cfm?c=evaluate_performance.bus_portfoliomanager_model_tech_desc

http://www.nyc.gov/html/gbee/html/home/home.shtml

mailto:[email protected]

Thank you for Attending!

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