1. Benchmarking with EPA’s New “Turbo-Charged” Portfolio Manager” July 26, 2013 @ 1:00pm EDT Presented by: Vince Perez

2. 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/portfoliomanagerwww.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 2

3. 3 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 www.energystar.gov/benchmark

4. 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 4

5. Navigate the New Portfolio Manager 5

6. Five portfolio level tabs Intuitive navigation – multiple ways to get to the same place 6 Five property tabs

7. Navigate the New Portfolio Manager 7 Portfolio level

8. Navigate the New Portfolio Manager 8 Property level

9. 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 9

10. 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 10

11. Get Data In: Manually with the help of Portfolio Manager prompts 11

12. Add a Property: Existing Property 12

13. New Campus Features 13

14. Basic Property Information 14

15. Check the Statements that Apply 15

16. Enter Values for Property Use Details 16

17. MyPortfolio: Property Summary Tab 17

18. Where to ID your Property for NYC Local Law 84 – BBL and BIN? 18 To input property 7-digit BIN, under “Unique Identifiers” (IDs) heading, click “EDIT” Enter property 10-digit Borough Block Lot in “Property Notes”

19. Where to ID your Property for NYC Local Law 84? 19 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.

20. MyPortfolio – Edit Property 20

21. Edit Property – Basic Information 21

22. Edit Property – Basic Information 22

23. Edit Property – Property Use Detail 23

24. 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

25. Example: Adding a Separate Use Type for Vacant Space in a Building 25 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.

26. Example: Adding a Separate Use Type for Vacant Space in a Building 26 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

27. Example: Adding a Separate Use Type for Vacant Space in a Building 27

28. 28 Example of a property accurately set up, accounting for vacant space, as well as parking Example: Adding a Separate Use Type for Vacant Space in a Building

29. 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 29

30. Correcting or updating property use details 30

31. Correct vs. Update 31 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

32. Edit Property – Correct Mistakes 32 Scenario Entered office property use gross floor area as 100,000 sq. ft. when it should have been 1,000,000 sq. ft.

33. Edit Property – Correct Mistakes 33

34. Edit Property – Correct Mistakes 34

35. 35 Edit Property – Update with New Information Scenario 7,500 sq. ft. of the vacant space gets leased

36. Edit Property – Update with New Information 36 Enter the updated value(s) with the correct “Current As Of” date

37. Edit Property – Update With New Information 2500 97500

38. 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 38

39. Get Data In: Spreadsheet Upload 39

40. 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 40

41. Uploading or adding data using the spreadsheet upload feature 41

42. 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 42

43. Update Data for Many Properties at Once with the Spreadsheet Upload Feature 43 Scroll to the bottom of the front page of MyPortfolio tab Click link here

44. Spreadsheet Upload/Update: Overview 44

45. Add New Properties: Download Spreadsheet Template 45

46. Add New Properties: Fill Out Spreadsheet Template Complete rows in Excel spreadsheet with information for your properties: name, address, floor area, etc. 46

47. Add New Properties: Upload Completed Spreadsheet 47 Upload filled out templates: Select Type Upload

48. Entering energy and water consumption data 48

49. MyPortfolio: Property Meters Tab 49

50. Add Meters 50

51. Answer Questions About Energy Use in Your Property 51

52. Enter Additional Information 52

53. About Your Meters 53

54. Click in Table to Edit Meter Information 54

55. Add Energy Consumption Information 55 Expand meter by clicking arrow

56. Add Meter Entries and Fill in Data 56 Upload a spreadsheet, using template Click the “+” to add entries

57. Meter Data Alerts 57

58. Meters to add to Total Consumption 58

59. Property Meters Tab: Meters Added and Displayed 59 Notification Click for details

60. View Meter Data and Manage Bills for Your Property 60

61. Add Meters / Add Bill Data / Edit Basic Property Info 61 Upload filled out templates: Select Type Upload

62. Add Bills to Existing Meters: Create Custom Upload Template 62

63. 63 Add Bills to Existing Meters: Fill Out Spreadsheet Template 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

64. Sharing properties and/or Data 64

65. 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 65

66. Add and Connect with Contacts 66

67. Find Contacts 67

68. Connection Request Confirmed 68

69. Contact Receives and Accepts Connection Request 69

70. Sharing Tab – Overview 70

71. Share Your Property: Multiple Properties 71 One Property Multiple Properties All Properties

72. Share Your Property: Multiple Properties 72

73. Select Permissions 73 Click arrow to show/hide permissions options Choose permissions

74. Sharing Notifications Appear in Both Accounts 74 User who shares a property receives a notification User with whom a property is shared also receives a notification

75. Data Request Preview 75 Reporting Tab Data Request displays in “Templates & Reports” list

76. Respond to Data Request 76

77. Specific Instructions for your Respondents Data Request Created 77

78. Managing Your Data Request 78

79. Responding to Data Requests 79 For more information on responding to data requests, see pg. 4 of the resource “How to Share Data with Other Portfolio Manager Users”

80. Set baselines and goals on the Planning tab 80

81. Planning Tab: Portfolio-Level 81 Choose one target or baseline for all properties View property- specific details on targets View graphs with portfolio- wide information

82. Property Goals Tab: View Specific Property Goals & Improvements 82 Download documents Goals tab at the Property level in MyPortfolio

83. Add/Edit Baselines or Targets 83 Choose baselines or let Portfolio Manager select automatically Target Options Target ENERGY STAR Score Target % Better than Baseline Target % Better than Median

84. Generating Reports 84

85. NYC LL84 Submissions 85 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.www.energystar.gov/portfoliomanager Please note that it is no longer necessary to wait 24 hours before submitting, as all information is instantaneously saved

86. Reporting Tab 86 Choose from Pre-set Chart & Graph options Download Performance Documents Create and generate Templates & Reports

87. Reporting Tab: Charts & Graphs 87 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

88. 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 88

89. 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 89

90. ENERGY STAR Performance Documents 90

91. Download Entire Portfolio 91

92. Custom Reporting 92 Create your own report

93. Custom Reporting 93

94. Using the Sustainable Buildings Checklist 94

95. 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 95

96. Access the Sustainable Buildings Checklist 96 Click on the “Goals” tab for a specific property and scroll to the bottom of the page

97. Start the Sustainable Buildings Checklist 97

98. Complete Checklist Step by Step 98

99. 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 99

100. Portfolio Manager Help Page 100

101. Extra Help Visit www.energystar.gov/buildingshelpwww.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 www.energystar.gov/buildings/training Portfolio Manager Technical Reference Series: 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 NYC Greener, Greater Buildings website: http://www.nyc.gov/html/gbee/html/home/home.shtml http://www.nyc.gov/html/gbee/html/home/home.shtml Questions and/or Comments ? Please feel free to email: benchmarking@aea.us.org benchmarking@aea.us.org 101

102. Thank you for Attending! 102