# Presentation: 370844

## Energy Performance Benchmarking 

**www.energystar.gov/benchmark**
**April 2002**

**Energy Performance Benchmarking **
**with Portfolio Manager**

**Notes:**
This training covers the BT and will be followed by QS training.
The BT is part of ESB, which is one of EPA’s voluntary programs. 
 Other E Star programs include:
 the E Star Label (which you may have seen on computers)
 E Star Homes
 E Star Small Businesses 
 and others.

## Benchmarking Resources

- _For Questions or Assistance You Have Several Options:_
- Portfolio Manager Administrator: 	energystarbuildings@epa.gov
- EPA Technical Representatives:
- 			Michael Mungal at mmungal@cadmusgroup.com
- 		    Kevin Groves at kgroves@cadmusgroup.com
- EPA National Manager, Education Sector:
- 			Melissa Payne at payne.melissa@epa.gov
- Toll Free Hotline:  	1-888-STAR-YES
- Web Site:		www.energystar.gov
- 			www.energystar.gov/benchmark

## Portfolio Manager Overview

**Portfolio Manager was designed to provide:**
**An unbiased national benchmark **
**A means to compare the energy efficiency of disparate buildings on the same scale**
**The ability to track energy and space use over time**
**Comparative statistics for all of the schools in your district**
**A means for EPA to track the aggregate results of benchmarking and the ENERGY STAR label**

## Content Overview

**Enter building data.......................................... **pp 16-28

**Benchmarking data needed............................... **pp 8-11

**Set up account and log into portfolio manager... **pp 12-15

**Supporting Documents.................................... **pp 41

**Content Overview**

**Apply for a Label............................................. **pp 29-40

## ENERGY STAR Homepage

- First time users will find it helpful to start by logging on to the ENERGY STAR homepage, at  ***www.energystar.gov***, in order to learn more about the range of products and market sectors that ENERGY STAR is working with.

- Users who are familiar with the site can bookmark ***www.energystar.gov/benchmark*** to go directly to the portfolio manager home page.

## Access to Portfolio Manager

**(1)**

**Access to Portfolio Manager**

## Energy Benchmarking

- (1)  Click on _Login _ to enter the portfolio manager.
- (2)  Additional technical information on the tool and ENERGY STAR is available from these links as well.
- (3)  The _Supporting Documents_ button links to helpful technical and background information on the portfolio manager.  Many questions about the tool can be answered by reviewing this section.

**(1)**

**(2)**

**(3)**

- Users can go directly to
- this page by entering ***www.energystar.***
***gov/benchmark***

## Content Overview

**Enter building data.......................................... **pp 16-28

_**Benchmarking data needed**_**............................... **pp 8-11

**Set up account and log into portfolio manager... **pp 12-15

**Supporting Documents.................................... **pp 41

**Content Overview**

**Apply for a Label............................................. **pp 29-40

## Supporting Documents

- The supporting documents below offer information that is helpful to know before you benchmark your building or apply for the label for buildings: (These can be found in the _Supporting Documents_ link at ***www.energystar.gov/benchmark***.)
_**Licensed Building Professional Guidance**_ (MS Word Document) provides information to assist the licensed building professional in reviewing your building. Here you will find the procedures for evaluating the acceptability of a building's indoor environment and verifying the building and energy data entered into the portfolio manager.
_**ENERGY STAR Label for Buildings Technical Description**_  (Adobe Acrobat file) explains the key features of the portfolio manager and how it operates, including the statistical basis of the calculations that result in a benchmark score for your building.
_**Weather Normalization Description**_ explains the methodology used to adjust for unusual weather impacts in evaluating energy performance in buildings, since annual energy consumption in buildings can vary by up to 30 percent due to the weather.
_**ENERGY STAR Logo Use Guidelines**_ (Adobe Acrobat file) explain how to use the ENERGY STAR logo.
*The ENERGY STAR name and logo are registered marks of U.S. EPA and may only be used in accordance with these guidelines.*

## • Building location, including zip code

- • Building location, including zip code
- • Space use (K-12 classrooms, data centers, parking)
- • Gross floor area associated with each space use
- • Weekly hours occupancy, months in operation, number of students, number of computers, % space air conditioned, cooking facilities (yes or no)
- • Monthly consumption for each energy source

- The following information is required to benchmark a school building:

## Total floor space at least 5,000 square feet

- Occupied for at least 9 of the last 12 months
- 50% or more of the building floor space is designated for k-12 school space
- Have less than 50% combined computer data center and parking garage (Total computer center cannot exceed 10% of total floor space)
- Be occupied and operate at least 35 hours per week
- Have 3 to 100 occupants per 10,000 SF
- Only secondary space type is a computer data center, parking garage or open parking lot
- Energy consumption data covers a period of 365 +/- 45 days

**Eligibility Requirements for Benchmarking**

- Schools must meet the following requirements in order to be eligible for benchmarking:

## Content Overview

**Enter building data.......................................... **pp 16-28

**Benchmarking data needed............................... **pp 8-11

_**Set up account and log into portfolio manager**_**... **pp 12-15

**Supporting Documents.................................... **pp 41

**Content Overview**

**Apply for a Label............................................. **pp 29-40

## Login Screen

- (1) Enter User Name and Password and click on the _Login_ button to access your account.
- (2) Click here if you forgot your password.
- (3) Click one of these buttons to set up a new account, tour the site, or import data from another source.
- (4) These links include recent enhancements to the tool, eligibility requirements for energy benchmarking and qualifying for the ENERGY STAR label, browser requirements, and sending an email to the administrator.

**(1)**

**(2)**

**(3)**

**(4)**

## New User Registration

- (1) Select your user name, password (password must be at least 6 characters), and the password verification.  These will both be needed to login to portfolio manager.
- (2) Enter user contact information.
- (3) Additional optional questions (not shown on this slide) can help ENERGY STAR anonymously track success in our programs and program training sessions.

**(1)**

**(3)**

**(2)**

## Navigating through Portfolio Manager

- (2) _Statement of Energy Performance_ view allows you to generate a document 	for each building stating the benchmarking score it received.
- (3) _Apply for Label_ view shows which buildings can apply for the label and walks 	you through the application process.
- (4) _Administration_ view allows you to change your password and edit your user 	profile.
- (5) _Add_ and _Refresh_ buttons allows users to enter additional buildings and 	update the information presented on any screen.

**(1)**

**(2)**

**(3)**

**(4)**

**This menu will let you access different sections of portfolio manager.**

**Navigating through Portfolio Manager**

**(5)**

## Content Overview

_**Enter building data**_**.......................................... **pp 16-28

**Benchmarking data needed............................... **pp 8-11

**Set up account and log into portfolio manager... **pp 12-15

**Supporting Documents.................................... **pp 41

**Content Overview**

**Apply for a Label............................................. **pp 29-40

## Benchmarking and Labeling Process

**Explore Opportunities to Improve Energy Efficiency**

## General Building Information Tab

**When a user selects a building in their portfolio this screen appears. The building data is arranged into 5 “tabs” in portfolio manager.**

- (1) _General_ tab is for general information about the building location, including zip code (needed for weather normalization).
- (2) _Space Use_ tab is for occupancy characteristics.
- (3) _Energy Use_ tab is for energy consumption data on a month-by-month basis.
- (4) _Upgrade Costs_ tab is for tracking energy-efficiency improvement costs (optional, not required to receive a benchmark score).
- (5) _Results_ tab shows the benchmarking results.
- (6) _Save_. Be sure to click this button after entering data on each screen to
- 	save the information. This will also advance users to the next data entry page.  It may take a couple seconds to save.  Do not click the save button more than once during this time.

**(1)**

**(2)**

**(3)**

**(4)**

**(5)**

**(6)**

## Describing a Building

- <footer>

**Describing a Building**

- (1)   If the building receives a label, this name will be displayed on the Registry.
- (2)   Zip code is used to link the appropriate climate and weather data with the building.
- (3)   Year built is used to default the start date for the spaces.  This is not analytically significant.

**(1)**

**(2)**

**(3)**

## Choosing Space Definitions

- The floor space needs to be divided into space definitions.  Select the space definitions from the pull-down menu:
- (1) Scroll down the pull-down menu to highlight the appropriate space type.
- (2) Click _Add_ to enter data for each space definition.
*Note: Currently classrooms,*
*computer data center, and*
*parking structures are the only*
*space definitions that can be*
*benchmarked for school buildings.  However, if your building has one of the other space definitions that is listed, that space should be added.*

**(1)**

**(2)**

## K-12 Space Definition Characteristics

**K-12 Space Definition Characteristics**

- (1) _Space Name_ can be the name of a school, refer to a wing of a building, or any other designation (such as “K-12”).
- (2) The _Start Date_ is when this set of space characteristics first occurs which may be when the building was built or when the use of the space changed. The tool defaults the start date to the date of building construction. Users should override this default if they are benchmarking from a more recent date.
- (3) _Floor Space_ is the gross square footage, including vertical penetrations and common areas.
- (4) _Operating Hours_ refers to the hours that the space block is fully occupied and operating.
- (5) The _Number of Students_ attending the school.
- (6) Does the school use _Cooking _facilities?
- (7) % of space _Air Conditioned_
- (8) Total _Months Used_ in the year.
- (9) Click _Save_ to continue.

*NOTE:  A “space block” is a group of square footage that has the same operating hours, occupant density per 1,000 SF, and personal computer density per 1,000 SF (plus or minus 10%).**  *

**(1)**

**(2)**

**(3)**

**(4)**

**(5)**

**(6)**

**(8)**

**(7)**

**(9)**

## (1)

- This screen shows that multiple space blocks have been entered.
- The ability to update spaces with new information is an important feature of Portfolio Manager.  When number of students or operating hours changes, there can be a dramatic effect on the school’s energy consumption.  Portfolio Manager takes these changes into account when evaluating energy performance.

- (1) To edit (i.e., update or correct) building data, click on the space name.
- (2) Check to make sure that the sum of individual space type square footages equals to the total gross square footage of your building.
- (3) Click on the _Energy Use_ tab to move to the next data entry page.

**(1)**

**(2)**

**(3)**

## Changing Spaces 

- (1) Use _Correct_ if you made a mistake when entering space information.

- (3) Use _Delete_ only if you have saved a space incorrectly and need to remove the entire entry.  **Do Not** select this option if the use of the space has changed.

- (2) Use _Redefine_ if there has been a change to the way the space is used.

**(1)**

**(2)**

**(3)**

## Energy Use Tab: Data Entry

- (1) _Rows to Add_  Use the pull-down lists to choose how many months of data you will be entering in this session
- (2) _Start_ Overwrite the default date provided with the earliest date for which you have meter data.
- (3) _Energy_ _Type_  Select the energy type crossing the property line.
- (4) _Meter ID_  Either select a previously established meter, or establish a new meter.
- (5) Click _Add_ when all requested meter characteristics have been selected.

- This screen is the starting point for entering consecutive months of meter data. Energy data must correspond to the floor space defined for the building.  All meters for all fuel types used for that floor space must be included.

**(1)**

**(2)**

**(3)**

**(4)**

**(5)**

## Entering Meter Data

- (1) The _Meter_ should have a unique name or number that identifies it, such as the the meter number on the energy bill.
- (2) _Units_  Portfolio Manager defaults to the most common energy unit for the selected energy source
- (3) Users can choose other energy units from a pull-down menu if appropriate
- (4 )_Start_ and _End_ dates are automatically populated for each month based on the start date and number of rows indicated on the previous screen. Twelve entry fields for meter data are established on this table, as chosen on the previous page.
- (5) _Use_ is where users enter the energy consumption for each corresponding month.
- (6) _Cost_ data (optional) is not needed to get a benchmarking score, but can provide valuable insight when tracking energy use over time.
- (7) Click _Save_ (only once!) to save the information and return to the energy use summary tab.

**(1)**

**(2)**

**(3)**

**(4)**

**(5)**

**(6)**

**(7)**

## Problem Solving

- The majority of the data entry errors that result in an incorrect benchmarking score (or an inability of the Portfolio Manager to generate a score) occur on the energy data entry page.
- Periods of consumption for different meters/energy sources need to overlap 11.5 months of each 12 month period.
- Data entry should be checked for gaps in periods of consumption if the Portfolio Manager is unable to generate a building score.

## Adding Additional Meters and Updating Data

- (1)  _Rows_ for the number of months of new data to be entered.
- (2) _Start date_. Enter the starting date for the meter data being entered for this meter.
- (3) _Energy Type_ from the pull-down menu, and
- (4) Select  “New Meter “ under _Meter ID._

- Users can enter additional meters by selecting:

- This same procedure should be followed when updating a building file.

**(1)**

**(2)**

**(3)**

**(4)**

## Results Tab 

- Once a year of energy consumption data has been entered for each point of energy consumption, users may look at _Results_ for the building _Score_.

**(2)**

- (1) This _Results_ page indicates the building’s score, energy use, and energy cost for the 12 month period selected.
- (2) If the building scores a 75 or higher, it  is qualified to apply for the Energy Star label for buildings.
- (3) Set _Baseline and Targets_. The user can select a Baseline Date and Target by clicking here. These scores, along with the Energy Star target and industry average, are also shown on this page.

**(3)**

**(1)**

## Content Overview

**Enter building data.......................................... **pp 16-28

**Benchmarking data needed............................... **pp 8-11

**Set up account and log into portfolio manager... **pp 12-15

**Supporting Documents.................................... **pp 41

**Content Overview**

_**Apply for a Label**_**............................................. **pp 29-40

## Label Eligibility Requirements 

- Building meets benchmarking eligibility requirements
- Building receives a weather normalized score of 75 or higher
- At least 10 periods of energy data are provided during the year benchmarked
- Professional Engineer (PE) verifies building data and indoor air quality
- Letter of application and verified Statement of Energy Performance (SEP) are received by EPA within 120 days of period covered by SEP

## (1)

**Apply for a Label: General Overview**

- (1)    The _Applications_ tab is where a user selects a year to apply for a label.
- (2)    The _Contacts_ tab is where a user inputs contact information for the building owner, building contact, building sponsor and the mail plaque location.
- (3)    The _Observations_ tab is where the Professional Engineer information is entered and environmental quality questions are answered.
- (4)    The _Documents_ tab is where the Statement of Energy Performance and Letter of Agreement are generated.
- (5)    The _Profile_ tab is optional after the EPA has received the application.

**(1)**

**(2)**

**(3)**

**(4)**

**(5)**

## (1)

**Apply for a Label**

- (1)   Click on the _Apply for a Label_ section of Portfolio Manager
- (2)   _Select the calendar year_ for which you would like to apply for the Energy Star Label.  EPA must receive the data within 120 days after the last energy meter reading.
- (3)   Click _Add_ to start the Labeling process.

**(1)**

**(2)**

**(3)**

## (1)

**Apply For Label: **
**Select Building Owner**

- (1) Choose the _organization name_ and the _contact name_.  Click _Add_ to input a new organization or contact name.
- (2) Hit the _Select _button to continue.

**(1)**

**(2)**

## (1)

**Contacts**

- (1)    Choose a _Building Contact_.  If it is different than the owner, check *other*, and hit _select_ to add contact information.
- (2)    Choose a B_uilding Sponsor_.  If it is not the contact or building owner, check other, and hit _Select_ to add contact information.
- (3)    Choose a person to receive the plaque.  If it is not the owner, contact, or sponsor, check other, and hit _Select_ to add contact information.  Include a mailing address so the plaque can be shipped.
- (4)   Remember to _Save_ all information.

**(1)**

**(2)**

**(3)**

**(4)**

## (1)

**Apply for a Label:**
**Observations**

- (1)    Select the _Observations_ tab to continue.
- (2)    Enter both the _organization _and the _Professional Engineer_ name for the PE that certified the building.
- (3)    Hit the _Select_ button to associate the PE with the benchmarked building.
- (4)    Make sure the PE has verified the answers to the 6 bulleted questions.
- (5)    Enter the time and hours it took for the PE and staff to verify the building’s performance.
- (6)    Remember to _Save_ all information.

**(1)**

**(2)**

**(3)**

**(4)**

**(5)**

**(6)**

## (1)

**Apply for a Label:**
**Documents**

**(1)**

**(2)**

**(3)**

- (1)    Select the _Documents_ tab to continue.
- (2)    The Statement of Energy Performance (SEP) must be sent to the EPA.  Hit _Generate_ to create the SEP.
- (3)    A Letter of Agreement must be sent to the EPA.  Hit _Generate_ to create the letter.

## (1)

**Apply for a Label: **
**Statement of Energy Performance**

**(1)**

**(2)**

**(3)**

**(4)**

**(5)**

**(6)**

**(7)**

**(8)**

- (1)    Check that the building address is accurate.
- (2)    Check that the building owner is accurate.
- (3)    Check that the building space types and characteristics are correct.
- (4)    Check that you send the SEP to the EPA within 120 days of the period ending date.
- (5)    Check that the PE information is correct.
- (6)    Check your benchmarking score is higher than 75.
- (7)    Check that the building passes all indoor environmental criteria.
- (8)    Have the PE stamp and sign in this box ensuring all building information is correct.
- (9)    Print the SEP and send it to the EPA.

## (1)

**Apply for a Label: **
**Letter of Agreement**

- Read the instructions on the page before the letter of agreement.
- Print out the Letter of Agreement.
- Send the original SEP and Letter of Agreement to the EPA.

**(1)**

## (1)

**Apply for a Label:**
**Profile**

- (1) Click on the _Profile_ section.
- After sending a SEP and Letter of Agreement to the EPA, you can voluntarily add to the profile section.  Text, graphics and quotes can all be added.

**(1)**

## Label Processing

- The EPA will process the application packet within four business days of the arrival receipt.
- If there are any problems, the EPA will put the application on hold and send a notification email to the building contacts.
- If there are no problems, the EPA will send a Congratulations Letter as well as send notification emails to any contacts that indicated they want to be notified.
- A plaque will arrive in the mail sent to the “mail to” contact.  Please allow up to three weeks for shipment.

## Content Overview

**Enter building data.......................................... **pp 16-28

**Benchmarking data needed............................... **pp 8-11

**Set up account and log into portfolio manager... **pp 12-15

**Content Overview**

_**Supporting Documents**_**.................................... **pp 41

**Apply for a Label............................................. **pp 29-40

## Weather Normalization

*Weather normalization is the adjustment of a building’s actual energy consumption to account for departures from the typical weather patterns during the year benchmarked.*
**The Process:**
**Use the average monthly temperature data over a thirty year time period given by NOAA.**
**Create a weather profile for the building consisting of five values that represent how the structure responds to temperature- base consumption, heating temperature, cooling temperature, heating slope and cooling slope.**
**Apply the weather profile to the actual energy use to make weather normalized consumption data.  Use the weather normalized consumption data as a basis for the score look-up.**
**  **