Corporate Training By Zack Academy - The Ultimate Guide to ENERGY STAR Portfolio Manager Online Anytime

This Ultimate Guide to ENERGY STAR® Portfolio Manager® Online Anytime course takes a "create your own adventure" approach to teaching both building owners and the professionals who serve them how to use ENERGY STAR® Portfolio Manager®. This online anytime training system will provide you with the level of detail you need in a convenient and time-efficient manner. You can experience one or two modules to gain awareness. You can focus on the module(s) that relate to your particular property type(s). Or you can view every module and become the benchmarking maven in your own organization or even begin offering benchmarking services for a fee. The Ultimate Guide to ENERGY STAR® Portfolio Manager® Online Anytime course is comprised of a series of short training modules, each of which addresses a specific topic related to benchmarking.

Who Should Attend This Ultimate Guide to ENERGY STAR® Portfolio Manager® Online Anytime Course?

• Building Owners
• Managers
• Solutions Provide
• Brokers

The Following Topics Will Be Covered:

• Why should you benchmark?
• And if you do, why should you use ENERGY STAR’s Portfolio Manager online tool? 
• Which territories and types of transactions now require energy performance disclosures? 
• Which data points do you need to benchmark a building? 
• How do you establish your Portfolio Manager account? 
• How do you enter a property into the tool? 
• How about the energy data?  
• How do you authorize your utility or other service provider to upload your meter data to Portfolio Manager on your behalf?  
• How do you set baselines and targets to help with goal-setting and progress-tracking?
• How do you generate reports or share building data with others?

Syllabus

OUTLINE:

Outline:

1.0 Quick Start Guide

1.1 What Level of Detail Do You Need to Know?

2.0 Why Benchmark?

2.1 Measuring What You Manage

2.2 Benchmarking Interest Across the U.S.

2.4 Benchmarking and San Francisco

2.5 Building Your Business

3.0 Portfolio Manager FUNDAMENTALS

3.1 Why Portfolio Manager?

3.3 Data Needed to Benchmark

3.5 Establishing a Portfolio Manager Account

3.6 Adding Property Details Manually

3.7 Adding Property Details Via Spreadsheet Upload

3.8 Adding Energy Data Manually

3.9 Adding Energy Data via Spreadsheet Upload

3.11 Benchmarking a Building in Design

5.0 Portfolio Manager BASELINES, TARGETS, AND MORE

5.6 Editing Property Details

5.8 Setting Targets

5.10 Sharing a Property

6.0 Portfolio Manager REPORTING

6.1 Generating Performance Reports

6.9 Downloading a Building or Entire Portfolio