Portfolio Manager 101

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Learning Objectives

• In this session, you will become familiar with EPA’s ENERGY STAR® Portfolio Manager® tool and learn how to:– Navigate the new Portfolio Manager– Add a property and enter details about it– Enter energy and water consumption data– Share properties– Generate performance reports to assess progress– Respond to data requests

ENERGY STAR Commercial Buildings Program

• Offers a strategic approach to energy management

• Enables building owners, managers, and tenants to save money & protect the environment

• Provides organizations with measurable information on energy savings and greenhouse gas emissions reductions from commercial buildings

• Builds on strong ENERGY STAR brand recognition

• ENERGY STAR on a building = Superior Energy Performance

• Benchmarking is the first step

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Value of Benchmarking

Consistent benchmarking in buildings results in energy savings and improved performance

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Source:http://www.energystar.gov/ia/business/downloads/datatrends/DataTrends_Savings_20121002.pdf?8d81-8322

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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

Understand Comparative Performance

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• ALL buildings can be benchmarked

• Benchmarking through Portfolio Manager enables you to:– Compare one building against a national sample of

similar buildings

– Compare all of your buildings of a similar type to each other

– Set priorities and targets for the use of limited staff time and/or investment capital

– Track performance over time and gain recognition

To Get Started Benchmarking in Portfolio Manager

• Helpful data to have on hand– Property Information

• Function

• 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

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How To

– Navigate the new Portfolio Manager– Add a property and enter details about it– Enter energy and water consumption data– Share properties– Generate performance reports to assess

progress– Respond to data requests

Navigate the New Portfolio Manager

Five portfolio level tabs

Intuitive navigation – multiple ways to get to the same place

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Five property tabs

Navigate the New Portfolio Manager

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Portfolio level

Navigate the New Portfolio Manager

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Property level

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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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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How To

– Navigate the new Portfolio Manager– Add a property and enter details about it– Enter energy and water consumption data– Share properties– Generate performance reports to assess

progress– Respond to data requests

Add a Property

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Add a Property: Existing Property

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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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Add and Set up a Property: More than One Building

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New Campus Features

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How To

– Navigate the new Portfolio Manager– Add a property and enter details about it– Enter energy and water consumption data– Share properties– Generate performance reports to assess

progress– Respond to data requests

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

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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How To

– Navigate the new Portfolio Manager– Add a property and enter details about it– Enter energy and water consumption data– Share properties– Generate performance reports to assess

progress– Respond to data requests

How to Share Properties

• 3 Steps:1. Confirm you are connected to the person you want

to share with on the Contacts page. “Add Contact” to send a connection request if needed.

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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Send Connection Request to Contact

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Connection Request Confirmed

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Contact Receives and Accepts Connection Request

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Connection Confirmed

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Sharing Tab – Overview

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Share Your Property:Multiple Properties

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One PropertyMultiple PropertiesAll Properties

Share Your Property:Multiple Properties

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Choose Permissions – Option 1

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Choose Permissions – Option 2

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Click arrow to show/hide permission

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

Edit/Update Sharing Permissions

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Sharing Rules:Granting and Editing Access

No one can edit access for the Property Data Administrator52

Access Level Ability to Edit Share Permissions

Property Data Administrator Can edit anyone’s sharing permissions

Full AccessCan edit anyone’s sharing permissions except for the Property Data Administrator

Read Only Cannot edit anyone’s access

CustomCan only edit sharing permissions for those people with whom they share

Exchange DataCan only edit sharing permissions for those people with whom they share

Share Forward

• Full Access– Always includes the ability to share forward

• Read Only Access– Never includes the ability to share forward

• Custom Access– Ability to share forward is an optional right– You choose if you want people to share forward

• Exchange Data– Ability to share forward is an optional right– You choose if you want people to share forward

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Transfer Ownership

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Transfer Ownership

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How To

– Navigate the new Portfolio Manager– Add a property and enter details about it– Enter energy and water consumption data– Share properties– Generate performance reports to assess

progress– Respond to data requests

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

Reporting Tab

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Choose from Pre-set Chart

& Graph options

Download Performance Documents

Create and generate

Templates & Reports

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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How To

– Navigate the new Portfolio Manager– Add a property and enter details about it– Enter energy and water consumption data– Share properties– Generate performance reports to assess

progress– Respond to data requests

Responding to Data Requests

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Data Request Preview

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Reporting Tab

Data Request displays in

“Templates & Reports” list

Respond to Data Request

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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– Generate performance reports to assess

progress– Respond to data requests

Extra Help

• Visit: www.energystar.gov/buildingshelp

• Additional Portfolio Manager training resources available at: www.energystar.gov/buildings/training – Step-by-step documents (PDF)– Recorded webinars and short training videos

• Register for regular webinars at: http://esbuildings.webex.com

• Portfolio Manager Technical Reference Series: http://www.energystar.gov/index.cfm?c=evaluate_performance.bus_portfoliomanager_model_tech_desc

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Thank you for Attending!

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Questions?

If you have any questions on Portfolio Manager or the ENERGY STAR program, contact us at:

www.energystar.gov/BuildingsHelp