This video provides an introduction to using Portfolio Manager for complying with state and local benchmarking ordinances.
The following timestamps align with specific sections of the video:
Overview of ENERGY STAR (0:16)
Using the Portfolio Manager Data Collection Worksheet (1:51)
Creating a Portfolio Manager account (2:28)
Creating a property record in Portfolio Manager (2:57)
Entering a property’s Standard ID (3:47)
Entering use details for your property (4:23)
Defining an additional property use (4:54)
Checking if your utility offers streamlined data access (6:15)
Entering building consumption data (6:54)
Using the data quality checker in Portfolio Manager (9:15)
The two ways of sharing data with your jurisdiction (11:03)
Addressing errors in your data (13:15)
Submitting your data to your jurisdiction’s standardized data request (13:38)
Verifying that your data was submitted (14:09)
Additional resources (14:32)
Links referenced in the video:
• Portfolio Manager Login:
https://www.energystar.gov/buildings/benchmark/portfolio_manager_login
• Information on getting in touch with your state/local jurisdiction regarding benchmarking requirements:
https://energystar-mesa.force.com/PortfolioManager/s/article/Contacts-for-state-local-compliance-ordinances-1600088543441
• Resources to identify utilities offering streamlined data access solutions:
https://www.energystar.gov/utilitydata
• When should I create Separate Property Uses?
https://energystar-mesa.force.com/PortfolioManager/s/article/When-should-I-create-separate-Property-Uses-1600088548691
Extra help:
• How to set up your property in Portfolio Manager
https://www.energystar.gov/buildings/tools-and-resources/how_set_your_property_portfolio_manager
• How to get utility data into Portfolio Manager
https://www.energystar.gov/buildings/tools-and-resources/how-get-data-portfolio-manager
• How to respond to data requests in Portfolio Manager
https://www.energystar.gov/buildings/tools-and-resources/how-respond-data-requests-portfolio-manager
• How to share properties with other users in Portfolio Manager
https://www.energystar.gov/buildings/tools-and-resources/how-share-data-other-users-portfolio-manager
• Webinar Series: Basics of Benchmarking | Complying with Ordinances
https://www.energystar.gov/buildings/training/complying_ordinances
• ENERGY STAR FAQ Database and Buildings Help Desk
https://www.energystar.gov/buildingshelp
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