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ENERGY STAR Portfolio Manager Upgrades in Place

September 4, 2013 | 0 comments

The U.S. EPA’s upgraded ENERGY STAR® Portfolio Manager has been in use for over a month now, but there still may be features and changes to the tool that you’re not aware of.

Used by more than 70,000 accounts (totaling 300,000+ buildings) to measure, track, assess, and report on energy and water performance, ENERGY STAR based the upgrades on feedback from Portfolio Manager users. The changes aim to make it easier to enter building and utility information manually and automatically, faster to process information for reports, and simpler to share data with multiple people simultaneously.

Although all existing Portfolio Manager data was automatically moved to the new system before it launched in late July, ENERGY STAR still recommends that building owners and facilities managers double-check their portfolio information.

For example, the upgraded Portfolio Manager features new property types (previously called “space types”). Based on keywords, buildings were matched to new property types during data migration. But the transfer wasn’t always clear-cut. The “Other–Fire/Police” space type, for instance, was mapped to either “Police Station” or “Fire Station” in the upgraded version based on property description keywords. But the EPA recommends that you check this property type data to make sure it’s still accurate.

If you participate in Automated Benchmarking Services (ABS) as part of Portfolio Manager (a service where your utility submits building energy/water usage information directly to Portfolio Manager), you should also make sure your utility is still able to submit this data in the upgraded system.

ENERGY STAR scoring methodology hasn’t changed, but it’s possible that statements of energy performance may see small changes in metrics based on updated reference factors for energy sources, greenhouse-gas emissions, and weather data.

Other Portfolio Manager changes you should be familiar with:

  • A new “Design” tab that allows for monitoring and tracking of intended energy performance for new construction projects. Once a new building is in operation, it can then be added to the rest of the portfolio within the tool.
  • A Sustainable Buildings Toolkit that will help set targets and baselines for all buildings in a portfolio at once, as well as track performance, other green building certifications, and individual building energy projects.


What do you think of the upgraded Portfolio Manager? Are there other changes you would’ve made to the tool?



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