Transcript Portfolio Manager

ENERGY STAR
Tools For Benchmarking and Tracking Energy Use
Portfolio Manager—ICBA Members
www.icba.org/goto/energystar
www.energystar.gov/smallbiz
ICBA ENERGY STAR Partnership:
Meeting the ENERGY STAR® Challenge
• In December 2007, ICBA and EPA’s ENERGY STAR
Program announced the launch of their Energy
Efficiency Partnership
• Purpose is to help banks improve the energy efficiency
of their buildings and save money
• ICBA and ENERGY STAR will recognize banks that
achieve annual energy savings of 10% or higher
4 Easy Steps to Energy Savings
Step 1: Join ENERGY STAR
Take the first step to making your bank more energy efficient by
joining the ENERGY STAR Small Business Network at
www.energystar.gov/smallbiz
Step 2: Measure Your Energy Use
Use ENERGY STAR’s Portfolio Manager tool to enter your monthly
energy use and to track your energy use over time. Login at
www.energystar.gov/benchmark
Step 3: Develop and Implement Your Plan
Use the many technical resources available from ENERGY STAR to
learn about energy-efficiency opportunities, formulate an action
plan for improving your banks, and implement your plan.
Step 4: Earn Recognition
Recognition as a leader in reducing energy consumption can send
a powerful message to today’s environmentally minded consumer.
Step 2: Why Benchmark?
Community banks should know and
understand the following:
– How much energy is used?
– What am I spending on utilities?
– How does this compare to other
businesses?
Key Points
• Why Benchmark
• Why ENERGY STAR Portfolio Manager
• Learning to use ENERGY STAR
Portfolio Manager
Why Property Operators are
Benchmarking
Pursue improvements in energy efficiency
 Establish a point of reference from which to
make comparisons
 Baseline
Learning to Use Portfolio Manager
• Perceived barriers to benchmarking
– I do not know how
– Time consuming
– Gaining access to required data
Perceived Barrier: I Don’t Know How
• Energystar.gov/benchmark
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EPA conducts free live web seminars
Pre-recorded web seminars
System tour of the tool
Frequently asked questions
Quick Reference Guides
• Building Benchmarking Starter Kit
Perceived Barrier: Benchmarking is
Time Consuming
Estimated time = 1 – 2 ½ hours
Phase I. Initial Benchmarking
– Data collection—up to 1-2 hours*
– Data input—15-30 minutes
Phase II. Monthly updates
– 5 to 15 minutes
* Up to 2 weeks longer if multiple departments are
managers of required data.
Perceived Barrier: Gaining
Access to Required Data
• Tracking these data points is a core element of good
overall management strategies
• Required data varies with building type, core data for
competent building management
– Building square footage
– One year (minimum) monthly energy consumption from each
source (e.g. electricity and natural gas)
– Zip code
– Occupancy rates
– Occupancy hours
– Computers or other key equipment (only for rateable spaces)
Why Benchmark with ENERGY
STAR Portfolio Manager
• Simple metrics
– Energy Utilization Index (EUI) for All businesses
– 1 to100 rating for some businesses
• Analytical tool based on statistical analysis
– National peer comparison
– Unbiased
– Emissions estimates based on location
• Comprehensive development process with periodic updates
– Extensive research—EPA, DOE, NOAA
• Industry standard
– 4+ billion sf has been benchmarked using Portfolio Manager
• Internationally recognized symbol of superior energy
performance and environmental protection
Why Use Portfolio Manager?
• Manage Energy Consumption for All Buildings
• Efficient management of resources requires effective
data management. Portfolio Manager helps you
streamline your portfolio’s energy data, and track key
consumption, performance, and cost information
portfolio-wide. For example, you can:
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Track multiple energy meters for each facility
Customize meter names and key information
Benchmark your facilities relative to their past performance
View percent improvement in weather-normalized source
energy
– Monitor energy costs
– Share your building data with others inside or outside of your
organization
Setting Up an Account in
Portfolio Manager
Setting up a New Account:
New User Registration
Write down your
Username/
Password for
future reference.
You should
receive an email
confirming your
information and
registration.
Navigating Portfolio Manager:
“My Portfolio”
The “My Portfolio” page summarizes the performance of your entire portfolio of buildings.
Adding a Building
NOTE: In order to
help you get
familiar with the
Portfolio Manager
tool, you can
create a sample
facility. Once you
are familiar with
the tool, this
sample facility
may be deleted.
Add Building Characteristics
Add Building Characteristics
Add Energy Use-Type
Add Billing Information
Other Portfolio Manager Features
• Track Campaigns through Master
Accounts
• Identify Percent Energy Reduction
• Request a Statement of Energy
Performance Facility Summary Report
Tracking Campaigns
• Objective: Allow associations/states to
track progress of campaign participants.
• Process
– Association creates a Master Account
– Master Account appears in a public registry
– Individual users can share facilities with Master
Account
– Master Account holder can view progress for all
facilities that have been shared
Tracking Campaigns
Master Account Example
ICBA
Bank
A
Bank
B
Branch 1 Branch 2
Bank
C
Branch 3
Percent Energy Reduction
• Objective: Provide a metric to show a percent
change in energy use over time
– Creates tracking capability for non-ratable spaces
• Process:
– No additional information required from user
– The tool compares energy use between two
periods adjusting for weather only
Statement of Energy
Performance
Statement of Energy
Performance
Step 4: Earn Recognition
•
Banks with a rating of 75 or greater are eligible to
become an ENERGY STAR labeled Bank
•
Banks that document energy reductions of
10% or more will be recognized
•
Banks may also apply for ENERGY STAR Small
Business Awards
•
Recognition as a leader in reducing energy
consumption can send a powerful message to today’s
environmentally minded consumer
Energy Management Strategy
EPA Resources Support Your Planning & Process
Join ENERGY STAR
Portfolio
Manager
Training &
Presentations
Guidebooks, Fact
Sheets, Calculators
Earn
Recognition
Portfolio Manager
ENERGY STAR
Qualified Products
Contact Information
www.energystar.gov/smallbiz
[email protected]
1-888-STAR-YES