Tools and Resources
Use this 56-slide presentation to build upon the concepts covered in Portfolio Manager 101. Learn about EPA's ENERGY STAR Portfolio Manager tool and how to edit property data, correct or update property use details, use the Data Quality Checker, and share property data.
Use this 46-slide presentation to build upon the concepts learned in Portfolio Manager 101 and 201. Learn more about EPA's ENERGY STAR Portfolio Manager tool and how to update data using the spreadsheet upload feature; set baseline, goals, and targets to plan energy improvement; create custom reports; and use the Sustainable Buildings Checklist.
Use this five-page guide for step-by-step instructions on how to create a custom report in ENERGY STAR Portfolio Manager. Organizations and buildings are different and have specific needs, that’s why the reporting feature in Portfolio Manager offers a variety of reports and graphics to help you view and share performance metrics to best present your building!
You can use this tool to lookup the data needed to benchmark your property in Portfolio Manager. Additionally you can create a PDF with this information that you can use as a data collection worksheet.
Follow the steps in this two-page guide to get started using the new Portfolio Manager to benchmark your properties, assess performance, and view results.
When you benchmark your building in Portfolio Manager, one of the key metrics you’ll see is energy use intensity, or EUI. Essentially, the EUI expresses a building’s energy use as a function of its size or other characteristics.
For most property types in Portfolio Manager, the EUI is expressed as energy per square foot per year. It’s calculated by dividing the total energy consumed by the building in one year (measured in kBtu or GJ) by the total gross floor area of the building.
The climate of the area where your property is located and the annual fluctuations you experience in weather conditions can affect how much energy you need to operate your buildings. Portfolio Manager includes metrics designed to incorporate these effects and help you understand your energy performance. These procedures rely on temperature data collected by weather monitoring stations and published by the National Climatic Data Center (NCDC), which is part of the National Oceanic and Atmospheric Administration (NOAA).
EPA’s 1 - 100 ENERGY STAR score is an external benchmark for assessing the performance of commercial buildings. The ENERGY STAR score, expressed as a number on a simple 1 - 100 scale, rates performance on a percentile basis: buildings with a score of 50 perform better than 50% of their peers; buildings earning a score of 75 or higher are in the top quartile of energy performance.
The objective of the water score is to provide a fair assessment of the water use performance of a property relative to its peers, taking operational characteristics of the property and impact of climate into account. A statistical analysis is performed to identify building parameters that are significant drivers of water use using multivariate regression analysis, resulting in an equation that predicts the Water Use Intensity (WUI) of a property.
When establishing energy performance targets early in a project’s design stage, exact fuel mix and energy costs are often not known. In these cases, Portfolio Manager and Target Finder will provide an estimated fuel mix and energy cost to help you assess how to reach your target performance level. Reference this 7-page document for information about using Portfolio Manager and Target Finder to estimate fuel mix and energy cost.