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

  1. Minimum requirements for benchmarking:

    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.

    7. 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.

Waste

  1. Minimum requirements for waste tracking:

    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).

Baseline Establishment:

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

    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

Submittal Requirements

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

  1. Minimum requirements for benchmarking:

    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.

    7. 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.

Waste

  1. Minimum requirements for waste tracking:

    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).

Baseline Establishment:

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

    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

Submittal Requirements

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

BIT User expert

Jenny Carney

LEED Fellow, LEED AP O+M

WSP
Vice President, Sustainability, Energy & Climate Change

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