Tools and Resources

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ENERGY STAR Guide for Licensed Professionals

Last Updated: 08-31-2021

COVID-19 Program Impacts: EPA has made several changes to the certification rules. See this FAQ for the latest updates.

Market Sector: Service and product provider (SPP), Guidance & requirements
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SourceOne and City of Boston: SPP Success Story

Last Updated: 08-27-2021

Learn how the City of Boston worked with SourceOne to implement a web-based energy data management platform which helped them recover over $900,000 in utility refunds from its electric distribution company and electric supplier, as well as streamline benchmarking for their over 5,000 facilities.

Resource Type: SPP success stories
Market Sector: Service and product provider (SPP)
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Service & Product Provider Partnership Roadmap

Last Updated: 08-27-2021

Use the ENERGY STAR Service and Product Provider (SPP) Partnership Roadmap to identify best practices for how your organization can get the most value out of your ENERGY STAR partnership. The two-page Roadmap has suggestions for both client-centered and business-centered activities, and is structured to help you keep track of your progress and take notes on appropriate next steps.

Topic: Partnership and certification
Market Sector: Service and product provider (SPP)
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Data Request Workbook

Last Updated: 08-26-2021

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.

Market Sector: Service and product provider (SPP)
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Utility Benchmarking Data Access Reference Guide for SPPs

Last Updated: 08-17-2021

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.

Market Sector: Service and product provider (SPP), Utilities/ Energy efficiency program administrators
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Sample email template to request energy data from utility after initial denial

Last Updated: 08-14-2021

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 this sample email text to prepare your request.

Market Sector: Service and product provider (SPP)
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Sample email template to request energy data from utility after no response

Last Updated: 08-14-2021

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 this sample email text to prepare your request.

Market Sector: Service and product provider (SPP)
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Sample email template to request aggregate, whole-building energy data from utility

Last Updated: 08-14-2021

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. 

Market Sector: Service and product provider (SPP)
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How to Use Web Services: Connection and Sharing Guidance for Providers

Last Updated: 06-25-2021

Many utilities and third-party service providers exchange data directly with their customers’ Portfolio Manager accounts via web services. In order to exchange data in Portfolio Manager, users must set up a connection with a web services provider account and then share their properties and/or meters with this account. This 8-page document outlines how to set up this connection, and share access to properties and meters.

Topic: Howto guides
Market Sector: Service and product provider (SPP)
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Verifying the ENERGY STAR Certification Application

Last Updated: 06-16-2021

This annotated 52-slide presentation provides an overview of the Licensed Professional’s responsibilities and role in the process of verifying an application for ENERGY STAR certification. The presentation gives an overview of the site visit and how to conduct a through and systematic review of the property, as well as some of the details of the property - basic property information, applicable indoor environmental standards, property use details, and, most importantly, the whole building energy consumption. The presentation concludes with a brief description of the audit process.

Topic: Training, Recognition
Market Sector: Service and product provider (SPP), Guidance & requirements
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