How to Submit an Annual Energy Benchmark Summary

How to Submit an
Annual Energy Benchmark Summary
This guide
Thi
id shows:
h
• How to submit annual energy benchmarking results to
comply
l with
ith th
the E
Existing
i ti C
Commercial
i lB
Buildings
ildi
Energy
E
Performance Ordinance, including
• How to access and use the Annual Energy Benchmark
Summary report template, which is required.
• More benchmarking resources, as well as rebates and
financing,
g, are available at: www.sfenvironment.org/ecb
g/
• Questions? Email: [email protected]
Step 1: Benchmark Your Building in
Portfolio Manager
ENERGY STAR Portfolio Manager is
a free energy
gy management
g
tool
provided by US EPA.
www.energystar.gov/benchmark
You can:
– Benchmark your own building. You
can get help at a free workshop at
the Pacific Energy Center
www.pge.com/energyclasses
– Have a consultant benchmark your
y
building. A consultant may add
value from their experience or
analytic expertise.
Enter username
and pass
password
ord to
access template
Step
S
ep 2:: Ge
Get Energy
e gy Data
a a Automatically
u o a ca y
(Recommended)
For your convenience, PG&E’s free
“Automated Benchmarking Service,” will
automatically
t
ti ll enter
t monthly
thl billing
billi data
d t into
i t
your password-protected Portfolio Manager
account.
To set up this service, follow the instructions
at: www.pge.com/benchmarking.
The “Automated Benchmarking Service,” is
also a convenient way for a tenant to share
energy use data. The process applies
whether
h h the
h tenant or llandlord
dl d pay the
h
utility bills.
Step 3: Identify Your Parcel(s)
Add the Assessor Parcel Number
(APN or block/lot number) to the
Unique Building ID field for each of
your
o r buildings.
b ildings
–
–
To look up Assessor Parcel Number(s):
http://propertymap.sfplanning.org
To access the Unique Building ID field:
•
•
•
•
Go to “My Portfolio”, and select the facility
Click the “Edit” button next to “General
Information”
Enter the parcel number(s) in the Unique
B ildi ID fi
Building
field.
ld
Wait one day before submitting a report. It
takes a day for Portfolio Manager’s reporting
tool to be able to use your updated
information in reports.
Step
p 4: Open
p the Annual Energy
gy
Benchmark Summary Report template
A benchmark report is required
every year. To get the template,
click
li k th
the appropriate
i t link:
li k
Report Due Link for Report
2013
www.tinyurl.com/2013aebs
2012
www.tinyurl.com/2012aebs
2011
www.tinyurl.com/2011aebs
• LLogin
i to
t Portfolio
P tf li M
Manager.
• The instructions that pop up are
just a text version of this guide.
Cli k “OK.”
Click
“OK ”
To return to the report template at any time:
•
•
From “My Portfolio” click on “Generate Reports and
Graphs ”
Graphs.
In the Report Templates drop-down menu, select “San
Francisco Annual Energy Benchmark Summary”
Enter username
and password to
access template
Step 5: Confirm Benchmark is Complete
•
•
Before you send in a report, review your
data. Make sure that your buildings and
energy use are described accurately.
C fi that
Confirm
h the
h Assessor’s
A
’ Parcel
P
l
Number (APN or block/lot number)
shows up correctly in the Unique Building
ID field for each of yyour buildings.
g For
more info, go back to Step Two.
– Remember: After you enter new
information in Portfolio Manager, it
takes a day for the updates to be
available for use in your report.
Enter username
and pass
password
ord to
access template
STOP:
make sure
to check
your data
Step 6: Release Data
•
•
•
When you have described your
building(s) to the best of your
ability,
y, click the “Release Data”
button in the top right corner.
Releasing data sends your report to
SF Environment.
You will get a confirmation within
two business days. SF Environment
will confirm your report is
complete or identify what is
complete,
needed.
Enter username
and pass
password
ord to
access template
Iff you h
have any questions,
please contact us
[email protected]
b
h
[email protected] f i
or
(415) 355-3700
How to Submit
An Annual Energy Benchmark Summary
The Existing Commercial Buildings ordinance, adopted
in 2011, is ensuring property owners, managers, and
tenants have unprecedented insight into the energyefficiency strategies that will cost effectively reduce
their utility costs. Existing non-residential buildings
10,000 sq. ft. and larger are required to:
1.
Benchmark their building with EPA’s ENERGY STAR
Portfolio Manager and annually report overall
energy performance to the Department of
Environment, and
2.
Obtain a comprehensive energy audit from a
qualified professional at least once every five years.
These instructions explain how to meet the energy
benchmarking requirement by submitting an Annual
Energy Benchmark Summary (AEBS) to the San
Francisco Department of Environment. The AEBS is
based on energy use from January to December in the
prior year, and is due every year on April 1.
For the first year that an Annual Energy Benchmark
Summary is due, the contents of the report will be held
confidential. For buildings of 50,000 square feet and
larger, 2012 is the second year that an Annual Energy
Benchmark Summary is due, and three metrics from the
summary will be publicly available:

National Performance rating (number from 1 - 100)

Weather Normalized Energy Use Intensity
(measured in kBtu per square foot per year)

Greenhouse Gas Emissions from operations (pounds
of CO2 per year).
The Department of Environment is required to publicly
confirm which buildings comply, or do not.
The reporting procedure described in these instructions
is the only way to comply with the benchmarking
requirement.
STEP 1: Benchmark
Prior to submitting an AEBS, you must enter all
information required by Portfolio Manager to ensure
the entire building has been benchmarked.
Energy data must include all energy sources used in
the building, including energy generated on-site.
Step 2: Get Energy Data Automatically
(Recommended)
For your convenience, PG&E offers the “Automated
Benchmarking Service,” which will automatically enter
monthly billing data into your password-protected
Portfolio Manager account for free.
To set up this service for any electricity or gas meter
served by PG&E follow the instructions at:
www.pge.com/benchmarking.
The “Automated Benchmarking Service,” is also a
convenient way for a tenant to share energy use data.
The same release form and process apply whether the
tenant or landlord pay the utility bills.
STEP 3: Identify your parcel(s)
IMPORTANT: For each building being benchmarked,
the "Unique Building ID" field in Portfolio Manager
must include the Assessor Parcel Number
corresponding to the parcel. The Assessor Parcel
Number is seven digits long. The first four digits
represent the block number, and the remaining three
digits are the lot number. To look up a Parcel
Number, go to: http://propertymap.sfplanning.org

If the block is less than four digits, fill in zeros before the
block number so there are four digits in total

If the lot is less than three digits, fill in zeros before the
lot number so there are three digits in total.

Example: 1 Dr. Carlton Goodlett Place is located on
Block 812, Lot 1. So the Assessor Parcel Number is
0812001.

If you are benchmarking multiple buildings on a single
lot, benchmark each building separately. Enter the same
Assessor Parcel Number for each building, and add the
phrase "multiple buildings" following the Assessor Parcel
Number.
For more information please visit SFEnvironment.org/ecb or email: [email protected]
SF Environment is a Department of the City & County of San Francisco.

If you are separately benchmarking a building that
spans more than one lot, please note the Assessor Parcel
Number for each lot, and add the word "multiple lots"
following the Assessor Parcel Number.
data in your Portfolio Manager account today, you will
have to wait until the following day to include it in a
report.

Please do not use the "Unique Building ID" field for
anything other than the Assessor Parcel Number.
Step 6: Submit the Annual Energy Benchmark
Summary to the Department of Environment

To navigate to the “Unique Building ID” field, go to “My
Portfolio”, and click on the name of the Facility of
interest. Under “General Information”, click “Edit.” Enter
the Assessor Parcel Number in “Unique Building ID”
field, and Save.
Step 4: Get the Annual Energy Benchmark
Summary Template
An annual benchmark report is required every year,
and requires a template corresponding to that year. To
get the template, use the appropriate link:
Year AEBS Due
Link to report
2013
(applies to buildings
≥10,000 square feet)
www.tinyurl.com/2013aebs
2012
(buildings ≥25,000
square feet)
www.tinyurl.com/2012aebs
Pull down the "Select a Report Template" menu, and
choose the "San Francisco Annual Energy Benchmark
Summary" for the year a report is due.
Select each property that must submit an Annual
Energy Benchmark Summary. (If you're responsible for
more than one building, you may report on multiple
facilities simultaneously, or for each building
individually.)
To submit your report, click the button labeled:
"Release Data."
Do not be alarmed if you see "N/A" in some fields in
the report. The field may not apply to your property.
Next Steps
2011
(buildings ≥50,000
square feet)
From the "My Portfolio" Page, under "Reporting and
Analysis," click "Generate Reports and Graphs."
www.tinyurl.com/2011aebs
After using the link, you’ll be prompted to log into
Portfolio Manager. By logging in via the link, a
template for submitting an Annual Energy Benchmark
Summary Report is added to “Generate Reports and
Graphs” section of Portfolio Manager.
The template can be used to securely submit to the
Department of Environment an Annual Energy
Benchmark Summary. It will only send the specific data
required to meet the ordinance, and no more. It will
only send data when you click, “Release data.”
STEP 5: Confirm the Benchmark is Complete
Before you send in a report, check your work.

Make sure that your buildings and energy use are
described accurately.

Confirm the Assessor’s Parcel Number shows up
correctly in the Unique Building ID field for each of your
buildings.
To get the most out of benchmarking, visit
http://www.pge.com/energyclasses to sign up for
free classes, such as "Benchmarking Energy Use In
Commercial Buildings," or “You’ve Benchmarked Your
Building – What’s Next?”
Also, be sure to enter EPA’s ENERGY STAR Battle of
the Buildings, a national competition to save energy
and protect the climate. The building that sheds the
most energy waste will win, but any building that
improves efficiency by 20% will receive recognition!
www.energystar.gov/BattleOfTheBuildings
For More Information
Visit: http://sfenvironment.org/ecb
Email: [email protected]
Call: 415-992-6373
Important: After you enter new information in
Portfolio Manager, it takes a day for the updates to be
available for use in your report. For example, if you
add the Assessor Parcel Number or update energy
Updated: January 30, 2013