BP01: Basic Performance Data Tracking

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Official language

For each building in the portfolio, establish and maintain an ENERGY STAR Portfolio Manager® account in which energy, water, and waste will  be tracked. Back populate historic data, where available, and establish baselines.  

Implementation Requirements

Energy & Water

Minimum requirements for benchmarking:

BIT Building:

  1. Data tracking and benchmarking may be performed by an internal party or an external consultant. Ideally, the same person will enter and review data over time to build understanding of ENERGY STAR and its reporting potential.
  2. Once you have an audit, create and manage an ENERGY STAR Portfolio Manager® account and property profile for the participating building. 
  3. Develop the property profile by entering basic building characteristics, and accounting for any changes in occupancy or building function over time.
  4. Regularly enter building-level information (generally monthly), including energy and water use and cost, on an ongoing basis, and back-populate the data necessary for establishing baselines (see below) and preparing for building audits (at least performance data for the most recent 12 months performance should be aggregated before energy and water audit activities).
  5. Buildings with data centers can exclude these loads via submetering, though buildings must do so consistently from baseline periods to performance improvement periods.
  6. Run the tool’s Data Quality Checker to identify potential data entry errors. Verify benchmarked data using the ENERGY STAR Data Verification Checklist, which is generated by clicking on the Data Verification Checklist link located on the Goals tab in Portfolio Manager.  This checklist needs to be generated for each year of performance data. Note that the checklist items in the Indoor Environmental Quality section do not require validation for this BIT best practice since specialized equipment and expertise will be required to verify compliance with ventilation, thermal comfort, and illumination standards.  For more information on the process for verifying the items in the checklist, see the Licensed Professional’s Guide.

BIT for Tenants:

  1. Net Lease Tenant: Provide one year of energy usage (electricity: kWh and natural gas: therm) data as per utility billing.
  2. Gross Lease Tenant: Seek bid for space-specific electricity and natural gas submetering and install.
  3. Management Engagement: Make a formal request to Ownership/Management to provide building-level energy consumption data via Energy Star Portfolio Manager.
  4. Net Lease Tenant: Provide one year of water consumption data (gallon or kilo gallon) as per utility billing for areas within tenant space and/or under tenant control.
  5. Gross Lease Tenant: Seek bid for water consumption submetering for areas within tenant space and/or under tenant control.
  6. Management Engagement: Make a formal request to Ownership/Management to provide building-level water consumption data via Energy Star Portfolio Manager.

 

 

 

Waste

Minimum requirements for waste tracking:

BIT Building:

  1. Data tracking and benchmarking may be performed by an internal party or an external consultant. Knowledge of the process is the key factor in choosing the right person.
  2. Use ENERGY STAR Portfolio Manager® to record waste production data. If occupancy is used to normalize waste production (waste baseline option 3), also record occupancy data.
  3. Regularly enter waste production data (generally monthly), including the total amount produced from ongoing and durable waste streams, and the amount diverted by reuse, recycling, or composting.
  4. Back-populate the data necessary, if available, for establishing baselines (see Section 4).

BIT for Tenants:

  1. Same as BIT Building, and
  2. Tenant: Provide records of monthly checks to determine contamination rates and types of contamination, as well as a description of the procedure for those checks.
  3. Management Engagement: Make a formal request to Ownership/Management to provide building-level waste diversion data via Energy Star Portfolio Manager.

Baseline Establishment

Use the guiding principles below and the BIT Baseline establishment guide to develop baselines for each impact area:

BIT Building:

BIT Building endeavors to promote the use of metrics and baseline protocols that incite improvement actions and acknowledge the accomplishments of those actions. Our guiding principles include:

  1. Using metrics that are reasonably accessible to various building types across geographies, and are primarily influenced by the building operators.
  2. Accommodating scenarios where no historic data is available, so that the lead time on getting started toward performance improvements is small.
  3. Balancing simplicity and integrity, so that overly complex metrics, algorithms, and normalization schemes do not distract from planning for and taking performance improvement actions.

BIT for Tenants:

  1. Same as BIT Building.

 

Submittal Requirements

BIT Building:

  • Energy & Water: ENERGY STAR Data Verification Checklist
  • Waste: Annual Waste Production and Diversion Report

BIT for Tenants:

  • Provide Excel file of energy use data or documentation of a bid for space-specific electricity submetering
    • If necessary, provide documentation why installation was not possible
  • Provide documentation of Provide documentation of a bid for water consumption submetering for areas within tenant space and/or under tenant control
  • Provide Ownership/Management response to request for building-level energy consumption data via Energy Star Portfolio Manager
  • Provide Ownership/Management response to request for building-level water consumption data via Energy Star Portfolio Manager
  • Provide Ownership/Management response to request for building-level waste diversion data via Energy Star Portfolio Manager

 

Note: The Environmental Protection Agency is expected to integrate a tenant component into Energy Star Portfolio Manager sometime in late 2020. At that time, BIT Building for Tenants will transition to data tracking on that platform.

 

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BIT User’s viewpoint

Frequently asked questions

Online resources

Implementation toolkit

For each building in the portfolio, establish and maintain an ENERGY STAR Portfolio Manager® account in which energy, water, and waste will  be tracked. Back populate historic data, where available, and establish baselines.  

Implementation Requirements

Energy & Water

Minimum requirements for benchmarking:

BIT Building:

  1. Data tracking and benchmarking may be performed by an internal party or an external consultant. Ideally, the same person will enter and review data over time to build understanding of ENERGY STAR and its reporting potential.
  2. Once you have an audit, create and manage an ENERGY STAR Portfolio Manager® account and property profile for the participating building. 
  3. Develop the property profile by entering basic building characteristics, and accounting for any changes in occupancy or building function over time.
  4. Regularly enter building-level information (generally monthly), including energy and water use and cost, on an ongoing basis, and back-populate the data necessary for establishing baselines (see below) and preparing for building audits (at least performance data for the most recent 12 months performance should be aggregated before energy and water audit activities).
  5. Buildings with data centers can exclude these loads via submetering, though buildings must do so consistently from baseline periods to performance improvement periods.
  6. Run the tool’s Data Quality Checker to identify potential data entry errors. Verify benchmarked data using the ENERGY STAR Data Verification Checklist, which is generated by clicking on the Data Verification Checklist link located on the Goals tab in Portfolio Manager.  This checklist needs to be generated for each year of performance data. Note that the checklist items in the Indoor Environmental Quality section do not require validation for this BIT best practice since specialized equipment and expertise will be required to verify compliance with ventilation, thermal comfort, and illumination standards.  For more information on the process for verifying the items in the checklist, see the Licensed Professional’s Guide.

BIT for Tenants:

  1. Net Lease Tenant: Provide one year of energy usage (electricity: kWh and natural gas: therm) data as per utility billing.
  2. Gross Lease Tenant: Seek bid for space-specific electricity and natural gas submetering and install.
  3. Management Engagement: Make a formal request to Ownership/Management to provide building-level energy consumption data via Energy Star Portfolio Manager.
  4. Net Lease Tenant: Provide one year of water consumption data (gallon or kilo gallon) as per utility billing for areas within tenant space and/or under tenant control.
  5. Gross Lease Tenant: Seek bid for water consumption submetering for areas within tenant space and/or under tenant control.
  6. Management Engagement: Make a formal request to Ownership/Management to provide building-level water consumption data via Energy Star Portfolio Manager.

 

 

 

Waste

Minimum requirements for waste tracking:

BIT Building:

  1. Data tracking and benchmarking may be performed by an internal party or an external consultant. Knowledge of the process is the key factor in choosing the right person.
  2. Use ENERGY STAR Portfolio Manager® to record waste production data. If occupancy is used to normalize waste production (waste baseline option 3), also record occupancy data.
  3. Regularly enter waste production data (generally monthly), including the total amount produced from ongoing and durable waste streams, and the amount diverted by reuse, recycling, or composting.
  4. Back-populate the data necessary, if available, for establishing baselines (see Section 4).

BIT for Tenants:

  1. Same as BIT Building, and
  2. Tenant: Provide records of monthly checks to determine contamination rates and types of contamination, as well as a description of the procedure for those checks.
  3. Management Engagement: Make a formal request to Ownership/Management to provide building-level waste diversion data via Energy Star Portfolio Manager.

Baseline Establishment

Use the guiding principles below and the BIT Baseline establishment guide to develop baselines for each impact area:

BIT Building:

BIT Building endeavors to promote the use of metrics and baseline protocols that incite improvement actions and acknowledge the accomplishments of those actions. Our guiding principles include:

  1. Using metrics that are reasonably accessible to various building types across geographies, and are primarily influenced by the building operators.
  2. Accommodating scenarios where no historic data is available, so that the lead time on getting started toward performance improvements is small.
  3. Balancing simplicity and integrity, so that overly complex metrics, algorithms, and normalization schemes do not distract from planning for and taking performance improvement actions.

BIT for Tenants:

  1. Same as BIT Building.

 

Submittal Requirements

BIT Building:

  • Energy & Water: ENERGY STAR Data Verification Checklist
  • Waste: Annual Waste Production and Diversion Report

BIT for Tenants:

  • Provide Excel file of energy use data or documentation of a bid for space-specific electricity submetering
    • If necessary, provide documentation why installation was not possible
  • Provide documentation of Provide documentation of a bid for water consumption submetering for areas within tenant space and/or under tenant control
  • Provide Ownership/Management response to request for building-level energy consumption data via Energy Star Portfolio Manager
  • Provide Ownership/Management response to request for building-level water consumption data via Energy Star Portfolio Manager
  • Provide Ownership/Management response to request for building-level waste diversion data via Energy Star Portfolio Manager

 

Note: The Environmental Protection Agency is expected to integrate a tenant component into Energy Star Portfolio Manager sometime in late 2020. At that time, BIT Building for Tenants will transition to data tracking on that platform.

 

BIT User expert

Jenny Carney

LEED Fellow, LEED AP O+M

WSP
Vice President, Sustainability, Energy & Climate Change

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