Portfolio Manager 101

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 2

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 3

Value of Benchmarking Consistent benchmarking in buildings results in energy savings and improved performance 4 Source: /DataTrends_Savings_ pdf?8d

5 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:

Understand Comparative Performance 6 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 7

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 8

Navigate the New Portfolio Manager Five portfolio level tabs Intuitive navigation – multiple ways to get to the same place 9 Five property tabs

Navigate the New Portfolio Manager 10 Portfolio level

Navigate the New Portfolio Manager 11 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 3 rd party providers that exchange data directly with Portfolio Manager via web services 12

Get Data In: Manually with the help of Portfolio Manager prompts 13

Get Data In: Spreadsheet Upload 14

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 15

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 16

Add a Property 17

Add a Property: Existing Property 18

Basic Property Information 19

Check the Statements that Apply 20

Enter Values for Property Use Details 21

MyPortfolio: Property Summary Tab 22

Add and Set up a Property: More than One Building 23

New Campus Features 24

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 25

MyPortfolio: Property Meters Tab 26

Add Meters 27

Answer Questions About Energy Use in Your Property 28

Enter Additional Information 29

About Your Meters 30

Click in Table to Edit Meter Information 31

Add Energy Consumption Information 32 Expand meter by clicking arrow

Add Meter Entries and Fill in Data 33 Upload a spreadsheet, using template Click the “+” to add entries

Meters to add to Total Consumption 34

Property Meters Tab: Meters Added and Displayed 35 Notification Click for details

View Meter Data and Manage Bills for Your Property 36

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 37

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 38

Add and Connect with Contacts 39

Find Contacts 40

Send Connection Request to Contact 41

Connection Request Confirmed 42

Contact Receives and Accepts Connection Request 43

Connection Confirmed 44

Sharing Tab – Overview 45

Share Your Property: Multiple Properties 46 One Property Multiple Properties All Properties

Share Your Property: Multiple Properties 47

Choose Permissions – Option 1 48

Choose Permissions – Option 2 49 Click arrow to show/hide permission options Choose permissions

Sharing Notifications Appear in Both Accounts 50 User who shares a property receives a notification User with whom a property is shared also receives a notification

Edit/Update Sharing Permissions 51

Sharing Rules: Granting and Editing Access  No one can edit access for the Property Data Administrator 52 Access LevelAbility to Edit Share Permissions Property Data Administrator Can edit anyone’s sharing permissions Full Access Can edit anyone’s sharing permissions except for the Property Data Administrator Read OnlyCannot edit anyone’s access Custom Can only edit sharing permissions for those people with whom they share Exchange Data Can 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 53

Transfer Ownership 54

Transfer Ownership 55

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 56

Reporting Tab 57 Choose from Pre-set Chart & Graph options Download Performance Documents Create and generate Templates & Reports

Reporting Tab: Charts & Graphs 58 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 59 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 60

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 61

Responding to Data Requests 62

Data Request Preview 63 Reporting Tab Data Request displays in “Templates & Reports” list

Respond to Data Request 64

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 65

Extra Help Visit: Additional Portfolio Manager training resources available at: –Step-by-step documents (PDF) –Recorded webinars and short training videos Register for regular webinars at: Portfolio Manager Technical Reference Series: bus_portfoliomanager_model_tech_desc bus_portfoliomanager_model_tech_desc 66

Thank you for Attending! 67 Questions? If you have any questions on Portfolio Manager or the ENERGY STAR program, contact us at: