Portfolio Manager—ICBA Members ENERGY STAR Tools For Benchmarking and Tracking Energy Use.

Portfolio Manager—ICBA Members

www.icba.org/goto/energystar www.energystar.gov/smallbiz

ENERGY STAR

Tools For Benchmarking and Tracking Energy Use

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 STARTake 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 UseUse 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 PlanUse 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 RecognitionRecognition 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?

• Why Benchmark

• Why ENERGY STAR Portfolio Manager

• Learning to use ENERGY STAR Portfolio Manager

Key Points

Why Property Operators are Benchmarking

Pursue improvements in energy efficiencyEstablish a point of reference from which to

make comparisonsBaseline

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– 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

• 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:– 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

Why Use Portfolio Manager?

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.

The “My Portfolio” page summarizes the performance of your entire portfolio of buildings.

Navigating Portfolio Manager: “My Portfolio”

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

BankA

BankB

BankC

Branch 1 Branch 2 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

ENERGY STAR Qualified Products

Portfolio Manager

Guidebooks, Fact Sheets, Calculators

Training & Presentations

Earn Recognition

Contact Information

[email protected]

1-888-STAR-YES

www.energystar.gov/smallbiz