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.
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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
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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)
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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)
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