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

1. Benchmarking with EPA’s New “Turbo-Charged” Portfolio Manager”July 26, 2013 @ 1:00pm EDTPresented 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/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

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

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

5. Navigate the New Portfolio Manager

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

7. Navigate the New Portfolio Manager Portfolio level

8. Navigate the New Portfolio Manager 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

10. Get Data In • 3 ways to enter data for your property or portfolio: • Enter data manually • Upload data using spreadsheet templates • Work with 3rd party providers that exchange data directly with Portfolio Manager via web services

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

12. Add a Property: Existing Property

13. New Campus Features

14. Basic Property Information

15. Check the Statements that Apply

16. Enter Values for Property Use Details

17. MyPortfolio: Property Summary Tab

18. Where to ID your Property for NYC Local Law 84 – BBL and BIN? 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? • 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

21. Edit Property – Basic Information

22. Edit Property – Basic Information

23. Edit Property – Property Use Detail

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

25. Example: Adding a Separate Use Type for Vacant Space in a Building • Scenario • Office Building withGross 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 • 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

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

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

30. Correcting or updating property use details

31. Correct vs. Update • 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 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

34. Edit Property – Correct Mistakes

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 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

39. Get Data In: Spreadsheet Upload

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

41. Uploading or adding data using the spreadsheet upload feature

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

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

44. Spreadsheet Upload/Update: Overview

45. Add New Properties: Download Spreadsheet Template

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

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

48. Entering energy and water consumption data

49. MyPortfolio:Property Meters Tab

50. Add Meters