Portfolio Manager ® 101 1

Learning Objectives In this session, you will become familiar with EPA’s ENERGY STAR Portfolio Manager tool and learn how to: –Navigate Portfolio Manager –Add a property and enter its use details –Enter energy and water consumption data –Generate reports to assess progress Note: ENERGY STAR also has short 5 minute videos on these introductory topics available for quick view at 2

3 Management Tool Assess whole building energy and water consumption Track changes in energy, water, greenhouse gas emissions, cost over time Track green power purchase Share/report data with others Create custom reports Apply for ENERGY STAR certification Metrics Calculator More than 150 metrics available 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

4 Track Performance ANY type of building can be benchmarked Compare your buildings against a national sample of similar buildings Compare all of your buildings of a similar type to each other Compare building(s) overtime, one period to the next Set priorities and targets to make the most of limited staff time and/or investment capital Track performance over time Gain recognition

5 Property Types Eligible for ENERGY STAR Score Bank Branch Barracks* Courthouse Data Center Distribution Center Financial Office Hospital (General Medical & Surgical) Hotel K-12 School Medical Office* Multifamily Housing Non-Refrigerated Warehouse Office Refrigerated Warehouse Residence Halls/Dormitory* Retail Store Senior Care Community Supermarket/Grocery Store Wastewater Treatment Plant* Wholesale Club/Supercenter Worship Facility *Not eligible for ENERGY STAR Certification

To Get Started Benchmarking in Portfolio Manager Helpful data to have on hand –Property information Primary function Name, address, ZIP/postal code Year built –Property data Gross floor area Use details (ex. weekly operating hours, number of computers, number of workers on the main shift, etc) –Energy bills Property-specific invoices from all purchased and on-site generated energy for all fuel types 6

How To Navigate Portfolio Manager Add a property and enter its use details Enter energy and water consumption data Generate reports to assess progress 7

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

Navigate Portfolio Manager 9 Portfolio level view

Navigate Portfolio Manager 10 Property level view

Get Data In 3 ways to enter data for your property or portfolio: 1.Manually 2.Uploading spreadsheets 3.Hiring a 3 rd party to exchange data directly with Portfolio Manager via web services 11

Get Data In: Manually 12

Get Data In: Spreadsheet Upload 13

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 If you are using web services, you must “connect” and “share” your properties with your web service provider 14

How To Navigate Portfolio Manager Add a property and enter its use details Enter energy and water consumption data Generate reports to assess progress 15

Add a Property 16

Add a Property: Existing Property 17

Basic Property Information 18

Check the Statements that Apply 19

Enter Values for Property Use Details 20

Property Summary Tab 21

Add and Set up a Property: More than One Building 22

Campus Features 23

How To Navigate Portfolio Manager Add a property and enter its use details Enter energy and water consumption data Generate reports to assess progress 24

Property Meters Tab 25

Answer Questions About Energy Use in Your Property 26

Enter Additional Information 27

About Your Meters 28

Click in Table to Edit Meter Information 29

Add Energy Consumption Information 30 Expand meter by clicking arrow

Add Meter Entries and Fill in Data 31 Upload a spreadsheet, using template Click the “+” to add entries

Meters to Add to Total Consumption 32

Property Meters Tab: Meters Added and Displayed 33 Notification Click for details

View Meter Data and Manage Bills for Your Property 34

How To Navigate Portfolio Manager Add a property and enter its use details Enter energy and water consumption data Generate reports to assess progress 35

Data Analysis in Portfolio Manager Ways to analyze progress and performance –Charts and graphs –Performance documents –Standard reports 36

Reporting Tab 37 Choose from pre-set chart & graph options Download performance documents Create and generate templates & reports

38 Charts & Graphs Scroll through to see template Charts & Graphs. Source EUI Site EUI ENERGY STAR score Weather normalized source EUI Weather normalized site EUI Total GHG emissions intensity Energy cost intensity Indoor water intensity Indoor water cost intensity

Reporting Tab: Charts & Graphs 39 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 40 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 41

Recap We learned how to: –Navigate Portfolio Manager –Add a property and enter its use details –Enter energy and water consumption data –Generate reports to assess progress 42

Extra Help Visit –Extensive list of FAQs –Online form to submit technical questions or comments Additional Portfolio Manager training resources available at: –Step-by-step documents (PDF) –Access to recorded trainings and short videos –Information on upcoming trainings Register for regular webinars at: Portfolio Manager Technical Reference Series: oliomanager_model_tech_desc oliomanager_model_tech_desc 43

Thank you for attending! 44 Questions? If you have any questions on Portfolio Manager or the ENERGY STAR program, contact us at: