Service and product provider (SPP)

• Read more about How to Use Web Services: Testing Web Services

This 19-page technical reference document will help you test exchanging data with EPA’s Portfolio Manager via web services. There are 3 parts to the testing: 

• Part A: Create an Account
• Part B: Creating Customer Accounts, Properties, and Meters 
• Part C: Simulating Connection and Share Requests 

• Read more about How to Use Web Services: Introduction to Exchanging Data

This 5-page technical reference document gives a detailed description of the ENERGY STAR Portfolio Manager ecosystem, including introductions to:

• ENERGY STAR Commercial Buildings Program 
• Portfolio Manager 
• ENERGY STAR Score 
• Data Hierarchy
• Exchanging Data with Portfolio Manager

• Read more about "Works with Portfolio Manager" Badge: Brand Guidelines

Approved Web Services providers who exchange data through Portfolio Manager's API may display the "Works with Portfolio Manager" badge within their software tool and on marketing materials. These brand guidelines outline EPA's rules for how this badge may be used.

• Read more about SPP Social Media Toolkit

SPPs can use this social media toolkit to share their accomplishments. This 2-page toolkit includes sample messaging that can be used to spread the word on Twitter, Facebook, Instagram, and LinkedIn.

You can also download the following social media graphics:

• Read more about Offering Energy Benchmarking as a Service: Overview and Template

There are four key areas that companies should include in the scope of work for ongoing benchmarking services. This 4-page document provides an overview of these areas, descriptions and considerations for each, and a template you can use. 

• Read more about Utility Benchmarking Data Access Reference Guide for SPPs

This 3-page reference guide provides answers to commonly asked questions for Service and Product Providers (SPPs) who are interested in accessing aggregate, whole-building energy data from a utility.

• Read more about Data Request Workbook

This Excel-based workbook can be used to request benchmarking data from your utility. It includes instructions, background information, property information tabs to be completed by the SPP, and an aggregate data template for the utility to fill in.

• Read more about Sample email template to request energy data from utility after initial denial

Uploading accurate and complete energy data to ENERGY STAR Portfolio Manager is an integral component of the benchmarking process.

• Read more about Sample email template to request energy data from utility after no response

Uploading accurate and complete energy data to ENERGY STAR Portfolio Manager is an integral component of the benchmarking process.

• Read more about Sample email template to request aggregate, whole-building energy data from utility

Uploading accurate and complete energy data to ENERGY STAR Portfolio Manager is an integral component of the benchmarking process. To help achieve this, ENERGY STAR has developed a series of resources to help Service and Product Providers (SPPs) and their clients navigate the process for requesting whole-building consumption data from a utility. If your utility does not have an existing process for providing aggregate, whole-building data for benchmarking, use the sample email text in the provided Word document to prepare your request.