Duke Energy

A Quick Reference Guide to Portfolio Manager

Benchmark your Energy Performance

Use the U.S. EPAs Portfolio Manager to manage the energy performance of your higher education campus by tracking your energy use intensity (EUI). Set a baseline and percent savings target and update the data regularly to gauge progress over time. Portfolio Manager allows you to share your data confidentially with Duke Energy as well.

USE PORTFOLIO MANAGER STEP-BY-STEP

STEP ACTIVITY
Access Portfolio Manager Access your account Create a new account Login to an existing account Get a brief system overview Review system updates and enter into account.

ACTION
http://www.energystar.gov/benchmark Scroll down to the Login section on the right side Click REGISTER Enter user name and password and click LOGIN TAKE THE PORTFOLIO MANAGER TOUR to learn more Click ACCESS MY PORTFOLIO

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3.

Part A Add Campus Facilities

4. 5.

Add Campus Facilities Select Property Type

Click ADD A PROPERTY

Choose the type of property as appropriate. It will likely be A single facility for which my organization owns or manages 90% of the floor area. Click CONTINUE. Add the General Facility Information. Then click SAVE.

6. 7.

Enter General Facility Information Enter Space Type(s)

Go to Space Use section and click ADD SPACE Enter a facility name, select the space type, and do not change the effective date*. Click CONTINUE Enter all required space data. Click SAVE Repeat for all campus facilities *The effective date should default to 1/1 of the year built, which should be appropriate for a facility being benchmarked for the first time. For individual facility meters, use the Energy Meters section in the appropriate Facility Summary page. Go to Energy Meters section and click ADD METER Enter Meter name, type, and units. Answer Meter Use Activity and Energy Data questions. Click SAVE Enter number of months and start date. Click CONTINUE Enter energy use and cost. Click SAVE

8.

Add energy data from individual building meters

NOTE: Meters that collect data from multiple buildings will be addressed in Part B Add Campus and Campus Meters.

Repeat for all fuel types

Part B Add Campus and Campus Meters

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Add Campus Select property type Enter general facility information Enter campus attributes (Optional)

From the main My Portfolio Page, Click ADD A PROPERTY Select A campus or other collection of multiple facilities at the same geographic location and click CONTINUE Enter data and click SAVE Enter some or all of the data, as these characteristics are currently optional in Portfolio Manager.

13.

Add facilities to the campus

If campus facilities have been added before the higher education campus was added, select the appropriate facilities and click CONTINUE If not, click CONTINUE without any selections noted. On the next screen, Add Campus Facility Validation, click ADD CAMPUS to add the campus now and add/select facilities later.

14.

Enter energy use data for meters that collect data from two or more campus facilities

For meters that include multiple facilities, use the Energy Meters section on the Campus Summary page. Click ADD METER Enter Meter name, type, and units. Answer Meter Use Activity and Energy Data questions. Click SAVE Select the facilities that contribute to the meters energy reading. Click CONTINUE Enter number of months and start date. Click CONTINUE Enter energy use and cost. Click SAVE

Repeat for all fuel types

STEP

ACTIVITY
View campus facilities from the Campus Summary page Review and interpret results Manage account

ACTION
In the Campus Summary page of the higher education campus, click VIEW CAMPUS FACILITES on the middle of the right side. Go to Campus Performance section and review your results. Guidance is provided on page two of this guide. Set baseline and energy performance target based on your Energy Use Intensity (EUI), generate a Statement of Energy Performance, share data, generate reports and graphs, create a building profile, and perform other administrative tasks.

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JOIN DUKE STEP-BY-STEP

STEP ACTIVITY
Share your Facility with Duke Energy. This process is strictly confidential. See the final page of this document for more information on security Select the appropriate role and access level

ACTION
From the My Portfolio page, click SHARE FACILITIES (Located under Work with Facilities). Use the second option, Enter Portfolio Manager Username, and type DukeEnergyHigherEd Click ADD AND MODIFY Under Access Roles, select Read Only. Keep the other default settings for maximum security

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Choose the appropriate Facility Group within the Duke Energy account

Select your state from the pull down menu. Click CONTINUE

4.

Select the campus you would like to share with Duke Energy

Place a check next to the campus to share and click CONTINUE

5.

Confirm access changes are correct

Review and click SAVE. Then, click RETURN. You will receive an email confirming that you have successfully shared your property with Duke Energy.

6.

Set a Baseline Period

7.

Set Energy Performance Target

From the My Portfolio page, select the facility you want to work with under Facility Name. Then, from the Facility Summary page, click SET BASELINE PERIOD next to Facility Performance Select the Baseline Period you would like to use, or choose to let Portfolio Manager set it for you. Click SAVE Look next to Set Baseline Period Click SET ENERGY PERFORMANCE TARGET Set your target based on a percent reduction goal (right) Click RECALCULATE Click SAVE when finished

Eligibility Criteria
Currently, higher education campuses cannot get a Portfolio Manager 1-100 rating. Higher education campuses can track and gauge energy performance based on the Current Source Weather Normalized Energy Intensity (kBtu/Sq.Ft.) under the Facility Performance section in the Summary: Energy Use view. Individual facilities within the higher education campus such as dormitories, offices, and hospitals can receive a Portfolio Manager 1-100 rating and ENERGY STAR label if they qualify.

Data Needed
Building or campus address including zip code Year Built Enrollment (Optional) Grant Dollars (Optional) Number of employees (Optional) At least 12 consecutive months of overlapping energy use and cost for all fuel types for multiple facilities are tracked by a single meter Campus Facilities with appropriate building information and space use characteristics. Also need energy use if metered individually.

Helpful Hints
Enter 12 consecutive months of overlapping energy data without gaps in time. When entering data, theres no need to include commas or other punctuation. When updating a facilitys energy use, be sure to select the correct units of measurement. Change your password or user profile. Maintain contact information for your energy team. View answers to Frequently Asked Questions. Use this option or e-mail buildings@energystar.gov. Access online user-support information.

Features Located on the Facilities Summary Page

Share facilities across accounts- Under Work with Facilities click Share Facilities. Update Multiple Meters - Under Work with Facilities click Update Multiple Meters. Generate Reports and Graphs- Under Reporting and Analysis click Generate reports and graphs. Using data from your Portfolio Manager Account, select a report template from eight standard reports or create a custom report. Automated Benchmarking - Automated benchmarking allows an energy service provider to transfer data to your account automatically. You can have multiple providers and can assign providers to individual facilities and meters, as appropriate for your portfolio.

How Private Accounts are Protected in EPAs Energy Performance Rating System within Portfolio Manager
Access to the information you enter into Portfolio Manager regarding your buildings features and energy use is passwordrestricted to you and only those individuals you choose. No information in your account will be examined without your expressed written or verbal permission. All building data and messages communicated over the web are secured by Secure Socket Layer (SSL) encryption to protect data transmissions. No information is transferred openly over the web. The primary account holder (the person who set up the account) can share access to the account with other people, with varying levels of security: Sharing Method: The primary account holder can just give the other person the name and password. We do not recommend this! Doing so will allow the other person to achieve maximum access to the account, enabling data manipulation and sharing rights to other parties that may not have been vetted by you.
Official Sharing Method: Do this instead! Portfolio Manager provides the ability to share multiple facilities from your account with other users of the system. Users with whom access is being shared (or removed) MUST have a Portfolio Manager user account. This is a level one security feature. No one can obtain access to specific accounts unless they are already registered within Portfolio Manager and specifically provided access by another user. Unofficial

The MAXIMUM SECURITY access role is Read Only and No Optional Rights. Users receiving Read Only rights and no optional rights would not be able to manipulate any data. Duke Energy would not be able to set a baseline, nor could it provide access of this account to other users, nor delete the shared facility from your account.

The primary account holder can remove access to their accounts anytime, simply by going into the share feature and removing any party that has previously been granted access rights.

www.energystar.gov/benchmark