Benchmarking Building Energy Performance with ENERGY STAR Portfolio Manager

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. Agenda ENERGY STAR and Benchmarking Overview Strategies for Benchmarking Getting Started: Four Simple Steps Appendix: Additional Features

4. 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.

5. National and Local Recognition ENERGY STAR Partner Designed to Earn the ENERGY STAR The ENERGY STAR for Existing Buildings ENERGY STAR Leaders ENERGY STAR Partner of the Year

6. 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.

7. 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

8. Benchmarking Activity in Portfolio Manager Continues to Increase

9. 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 Be more responsive to on-going issues Identify billing errors www.energystar.gov/benchmark

10. Required Information for Benchmarking in Portfolio Manager • Building Identifiers Name, 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 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.

11. Houses of Worship K-12 Schools Office Buildings Dormitories Bank/Financial Institutions Medical Offices Hospitals Retail Stores Warehouses Hotels Wastewater Treatment Plants Data Centers Supermarkets Courthouses 1-100 ENERGY STAR Score Eligible Building Types Senior Care

12. 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…

13. Agenda ENERGY STAR and Benchmarking Overview Strategies for Benchmarking Getting Started: Four Simple Steps Appendix: Additional Features

14. Steps for Benchmarking Successfully • Planning • Training • Data Collection • Benchmarking • Verification and Monitoring

15. 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.

16. 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.

17. 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

18. 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

19. 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.

20. 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.

21. Agenda ENERGY STAR and Benchmarking Overview Strategies for Benchmarking Getting Started: Four Simple Steps Appendix: Additional Features

22. Portfolio Manager https://www.energystar.gov/benchmark/ Demonstration

23. Portfolio ManagerFour Simple Steps 1. Create/edit a Portfolio Manager account 2. Add/edit a property 3. Add/edit a space 4. Add/edit energy meters

24. Access Portfolio Manager Web Page • Click BUILDINGS & PLANTS on the ENERGY STAR home page. • Click the Portfolio Manager link to login or create a new account • Click Portfolio Manager to read more about the rating system. (1) (2) (3)

25. 1. Creating an Account

26. Creating an Account

27. 2. Adding a Property

28. Adding a Property

29. Add/Edit a Space 3. Adding a Space

30. Adding a Space

31. Adding a Space

32. Adding Energy Meters

33. 4. Entering Energy Use

34. Example

35. EPA’s Portfolio Manager Training Benchmarking Starter Kit: Animated Portfolio Manager training Opening an account Entering building and energy information Updating energy use data Interpreting results Data Collection Worksheet Step-by-step Quick Reference Guide Cost-free live and recorded trainings www.energystar.gov/businesstraining

36. On-demand Portfolio Manager User Support • 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

37. Agenda ENERGY STAR and Benchmarking Overview Strategies for Benchmarking Getting Started: Four Simple Steps Appendix: Additional Features

38. 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

39. Downloading Import Templates • To enter initial benchmarking information for 10 or more buildings • 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.

40. Import Template Overview Be 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). 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. In the User tab, enter your login name, indicate user contact information, and respond to optional questions for EPA tracking purposes. 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 Swimming Pool (if available). Read the Instructions and Import Tips tabs for information on the import process and data requirements. To import the data into Portfolio Manager, e-mail the completed template to buildings@energystar.gov

41. Populating and Importing Data from Import Template Populate data fields with basic facility information Space Use information

42. Populating and Importing Data from Import Template EnergyUse data needed in Portfolio Manager (Energy Use tab)

43. Data Quality Assurance Process • Critical step in maximizing accuracy • Improves analysis and decision making • Includes checking for the following: • Gaps in utility bills • Overlapping dates • Double-billing • Consistency in building names

44. 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

45. Multi 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)

46. Multi Facility Meter Update (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)

47. Multi Facility Meter Update (3) Click on buildings needing change (4) Click “Generate Spreadsheet” (3) (4)

48. Multi Facility Meter Update (1) When finished, click “Done” or Download Spreadsheet. (1)

49. Multi Facility Meter Update (2) Enter energy use and cost data in the downloaded spreadsheet. (2)

50. Uploading your Multi Facility Meter Update (1) Click “Upload Facilities.” (1)