ENERGY STAR PORTFOLIO MANAGER QUICK REFERENCE GUIDE Portfolio Manager is an interactive energy management tool that allows you to track and assess energy and water consumption across your entire portfolio of buildings in a secure online environment. Use this Quick Reference Guide to identify opportunities for energy efficiency improvements, track your progress over time, and verify results. IDENTIFY ENERGY EFFICIENCY PROJECTS Use Portfolio Manager to identify under-performing buildings to target for energy efficiency improvements and establish baselines for setting and measuring progress for energy efficiency improvement projects over time. STEP ACTIVITY Access Portfolio Manager, (step not shown) Access your account: (step not shown) • Create a new account. • Login to an existing account. Review system updates and enter account. (step not shown) Add a new facility, (step not shown) Select property type and enter general facility information. (step not shown) Enter space use data. Enter energy use data. ACTION Visitwww.energystar.gov/benchmark. Scroll down to the Login section on the right-hand side in the middle of the page. • Click REGISTER, and follow instructions. 1 Enter user name and password, and click LOGIN. ClickACCESS MY PORTFOLIO, located below Welcome to Portfolio Manager. ClickADD a Property, located in the upper right portion of the screen. Select the option that most closely resembles your facility and click CONTINUE. Enter general data and click SAVE. For more information on facility space types, see: www.energystar.gov/index. cfm?c=eligibility.bus_portfoliomanager_space_types. From the Facility Summary page, shown above, go to the Space Use section, located half way down the page, and clickADD SPACE. • Enter a facility name. In the Select a Space Type menu, select the appropriate space type(s) for your building. If your space is not listed, select Other. Click CONTINUE. • Enter building characteristics. Click SAVE. Information required for each space type is listed here: www.energystar.gov/index.cfm?c=eligibility.bus_ portfoliomanager_space_types. • Repeat steps above to add all major spaces in your facility. Use bulk import service to minimize manual data entry of large sets of facility data (10 or more facilities or campuses are required). • Go back to My Portfolio by clicking on the link in the upper left portion of the page. • Click IMPORT Facility Data Using Templates, located below Add a Property. From the Facility Summary page, go to the Energy Meters section, located below the Space Use section, and clickADD METER. • Enter meter name, type, and units. Click SAVE. • Enter number of months and start date. Click CONTINUE. • Enter energy use and cost for each month. Click SAVE. • Repeat for all energy meters and fuel types. ------- PORTFOLIO MANAGER Home > My Poitfolio B.iseline Rating: 72 F aciiitns* Included: 1 Current Rating: BO Facilities Included: 1 Change from Baseline: Group Adjusted Percent Energy Use (*•>>: - l Facilities Included: 2 Add a Property Import Facility Data Using Templates Work with Facilities Update Multiple Meters Share Facilities Request Energy Performance Report Apply foi Recognition Apply for the ENERGY STAR ENERGY STAR Leaders Automated Benchmatking Get Started Now My Facilities || My Campuses ] I Fire Stations Download in Excel Results 1 -2 of 2 Current Source Energy Intensity IkBtu/Sg. Ft.) Change from Baseline: Adjusted Energy Use (%) Change from Baseline: Ener Use Intensity fklJtu/Sq. Ft.) AM#ABCDEFGHIJKLMNOPQRSTUVWXYZ Chanae from Baseline: GHG Total Enerav Cost oer Sa Emissions (MlCO e) Ft. (US Dollars fSl) Fire Station 1 -12.3 -17.2 -6.1 -1D.7 -275.86 -4BB.B2 10.30 10.37 Search Facility Name: AN#ABCDEFGHIJKLMNOPQRSTUVWXYZ The rating is calculated bv u^indthe la:1 day of the latent lull calendar month v/hereall meter? in the raeilrtv have meter entries; the Period Ending date reflects that particular date. STEP ACTIVITY Create custom groups. View and interpret results. ACTION Organize facilities into groups (e.g., Fire Stations, Northwest Region). Groups are completely customizable, and each facility may belong to multiple groups. • From the My Portfolio page, click CREATE GROUP, located directly to the right of the Group drop-down menu. • Follow instructions to select buildings and name your group. • Once they have been saved, custom groups will be available in the Group drop- down menu. Option 1: Goto My Portfolio and view all buildings to compare performance metrics. Option 2: Export data to Microsoft* Excel. • On the My Portfolio page, selectthe view, from the View drop-down menu that will display the data you wish to export. The My Portfolio page will update to display the selected view. (9a) •Selectthe DOWNLOAD IN EXCEL link. A File Download dialog window will open. Follow the steps provided by Excel. (9b) • Use Excel functionality to view building energy performance graphically . The example below shows a comparison of Energy Use Intensity for a portfolio of fire stations, identifying under-performing buildings to targetfor energy eficiency improvements. Fire Stations ------- TRACK PROGRESS OVER TIME Portfolio Manager comes pre-populated with nine standard summary views of facility data, which are displayed on the My Portfolio summary page. These standard views include: •Summary: Energy Use • Performance: Green House Gas Emissions •Performance: Financial • Performance: Water Use Additionally, users can create and save custom downloadable views by choosing from more than 70 different metrics. The default view set by the user will display automatically after logging into Portfolio Manager, and data from all views can be exported to Microsoft® Excel. Create New View low do I use this page? Number of Facilities to display on each page: O25 ®50 O100 O All (note: larger Portfolios will take longer to load) To create/edit a custom View of ey will disj [acuities in Portfolio Manager select up to 7 columns from the list beiow. Use "Preferred Column Order" to set the order ir CREATE A CUSTOM VIEW STEP ACTION rial 'nn.r.nr and ; iutdrx r Water C ost! i IS i: 'Ollars ($)) Total Indoor and Outdoor 'Aater Use (kGal) From the My Portfolio page or the Facility Summary page, select the Create View link, located directly to the right of the View drop-down menu. Enter a name for the view. To set as the default view, select the box labeled Set this View as My Portfolio Default, located directly to the right of View Name. You may include up to 7 (seven) columns in each view. Choose each metric to be included in the view by selecting an order number from the Preferred Column Order drop- down menu to the left of the Facility Data column. Click SAVE at the bottom of the page. You will be returned to the My Portfolio page, and your custom view will be available in the View drop-down menu, (step not shown) ------- VERIFY AND DOCUMENT RESULTS Use Portfolio Managerto quickly and accurately document reductions in energy use, greenhouse gas emissions, water use, and energy costs for an individual building or an entire portfolio. This valuable information can be used to provide a level of transparency and accountability to help demonstrate strategic use of funding. Generate a Statement of Energy Performance that includes valuable information aboutyour building's performance, including: • Normalized energy use intensity • National average comparisons • Greenhouse gas emissions • Energy performance rating (if available) In addition, you can also request an Energy Performance Report to see the change in performance overtime for selected buildings or an entire portfolio. Available comparative metrics in this report include: • Normalized energy use intensity • Total electric use • Total natural gas use Energy performance rating (if available) OMB NO. 2KC-W STATEMENT OF ENERGY PERFORMANCE Fire Station 2 Building ID: 1^2361 For 12-no'th Perioo Epd ng D*:er- Date SEP becomes ineligible: H.'A Date SEP Generated: March 05.20D9 Facility Fire Station 2 OK BlanK Street A- -sic-. Primary Contact for this Facility Emissions (based on site energy use) National Average Comparison Natonal.*v*ra;i -3 :e E.' Natonal Average Scurce EU I % C Terence '"rorr Natotal Average Source EU BiAfngType Vef lilation for Acceptable hcoor Ac Qua ty Accepta&e Thermal Envircn-Tien;al Ccnd lions s lilun "jtici PORTFOLIO MANAGER > File St.ition 2 acility Summary. Fire Station 2 : 000 Blank Street , Arlington, VA 22209 Building ID; 1642681 _evel of Access: Building Data Administrator Property Type: Single Facility =lectric Distribulion Utility: Virginia Electric & Power Co Regional Power Grid" SERC Virginia/Carolina Select rny Power Generation Plant to calculate my electric emissions rate pee fqijses other than applying for the ENERGY GENERATE A STATEMENT OF ENERGY PERFORMANCE AND AN ENERGY PERFORMANCE REPORT STEP ACTION •• From your selected building's Facility Summary page, click GENERATE A STATEMENT OF ENERGY PERFORMANCE. On the next page, select a period ending date, (step not shown) Click GENERATE REPORT, located in the bottom right corner of the screen, (step not shown) Save the Statement of Energy Performance, accompanying Data Checklist, and Facility Summary that include information on energy use intensity and greenhouse gas emissions. From the My Portfolio page, click REQUEST ENERGY PERFORMANCE REPORT, located under Work with Facilities, which shows reductions in key performance indicators over a user-specified time period. Specify the type of report, the facilities to be included, and the requested report columns. The report will be e-mailed to a user-specified address within one business day. (step not shown) ------- |