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Energy Usage Data System


ENERGY STAR® Portfolio Manager® User Guide




Table of Contents

1. ENERGY STAR® Portfolio Manager® Overview

2. Initial ENERGY STAR Portfolio Manager Connection

2.1 Connection Prerequisites

2.2 Download your ENERGY STAR Property

2.3 Create a New ENERGY STAR Portfolio Manager Meter

2.4 Connect Your Building Between ENERGY STAR Portfolio Manager and the EUDS

2.4.1 Initiate Connection

2.4.2 Finding your Building ID

2.4.3 Connect to the ExelonEUDS Web Services Account

2.4.4 Share your property with the ExelonEUDS Web Services Account

2.4.5 Finalize the EUDS & ENERGY STAR Portfolio Manager Connection

2.5 Meter Sync Status

3. Troubleshooting Connection Issues

3.1 Connection Status: No Properties Shared

3.1.1 Update the shared Building ID

3.1.2 Remove the property share

3.2 Connection Status: No Meters Shared

3.3 Metrics Sync Errors

3.3.1 Insufficient data for Baseline or Current Date

3.4 Connected to Wrong Property or Meter

4. Disconnecting Meters and Properties

4.1 Disconnecting a Meter

4.2 Disconnecting a Property

5. ENERGY STAR Portfolio Manager Information

5.1 ENERGY STAR Portfolio Manager Metrics

5.1.1 What is an ENERGY STAR® Score?

5.1.2 What is Energy Use Intensity (EUI)?

5.2 ENERGY STAR Portfolio Manager FAQs

5.2.1 Who Should I Contact?


1. ENERGY STAR® Portfolio Manager® Overview

ENERGY STAR® Portfolio Manager® (ESPM) is the United States Environmental Protection Agency’s (US EPA) online tool for measuring and tracking of energy and water consumption.

For information on how to sign up for ENERGY STAR Portfolio Manager, create a property, etc., please visit: https://www.energystar.gov/buildings/benchmark.

The Energy Usage Data System (EUDS) provides monthly energy usage data that can be submitted directly to ENERGY STAR Portfolio Manager from within the EUDS. This guide will present the steps to connect a building between the EUDS and an existing ENERGY STAR Portfolio Manager property. The high-level steps are as follows, with detailed instructions provided further below:

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2. Initial ENERGY STAR Portfolio Manager Connection

Connecting your EUDS building to ENERGY STAR Portfolio Manager is a multi-step process between the EUDS and ENERGY STAR Portfolio Manager. We recommend opening separate web browser tabs to complete the process.

2.1 Connection Prerequisites

To connect your EUDS building to ENERGY STAR Portfolio Manager, you must:

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2.2 Download your ENERGY STAR® Property

Once a connection is set up between the EUDS and ENERGY STAR Portfolio Manager, any existing data in the ENERGY STAR Portfolio Manager meter that the EUDS is mapped to will be overwritten. To prevent data from being inadvertently overwritten, it is good practice to download your current ENERGY STAR® property in case the wrong meter is mapped.

To download your building’s current ENERGY STAR® property:

  1. Log in to your ENERGY STAR Portfolio Manager account.
  2. In the Dashboard pane, click to open the property you wish to download. You will be taken to your property’s Summary tab.
  3. Click the Download Property to Excel link on the bottom-right of the page.
    1. An Excel copy of your building’s current ENERGY STAR® profile will download. The different sections of your building’s ENERGY STAR® profile will show up in separate tabs in the spreadsheet.
ENERGY STAR® Property Download
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2.3 Create a New ENERGY STAR Portfolio Manager Virtual Meter

The EUDS provides whole-building aggregated energy usage data. When you connect your building to ENERGY STAR, data for all of your building's physical meters are aggregated and synced to one ENERGY STAR® virtual meter. A virtual meter must be created to exchange usage data between the EUDS and ENERGY STAR Portfolio Manager.

If your building already has a virtual meter created with usage data provided by another source (manual entries, another benchmarking tool, etc.), we recommend creating a new virtual meter, as any existing data that may overlap with the data provided by the EUDS will be overwritten.

When creating a new virtual meter, be sure to mark the previous existing meter as inactive.

To create a new virtual meter:

  1. On your property’s ENERGY STAR Portfolio Manager page, click on the Energy tab.
  2. Click on the Add a Meter button on the right-side of the page under the energy usage graph.
  3. ENERGY STAR® Add Meter
  4. The Get Started Setting Up Meters page will display. Check the Electric box, then check the purchased from the grid box, and then enter “1” next to How Many Meters? For Natural Gas, check the box and then enter "1" next to How Many Meters? Click the Get Started! button.
  5. ENERGY STAR® Add Meter 2
  6. The About Your Meters page will display. Fill out a meter name, specify kWh (thousand-Watt-hours) as the units for electric and Therms for Natural Gas, and enter the Date Meter Became Active date. This date should coincide with the beginning date of the usage request you've submitted in the EUDS (e.g., enter 01/01/2024 if your usage request begins in January 2024). Keep the "In Use?" box checked. Click the Create Meters button.
  7. ENERGY STAR® Add Meter 3
  8. The Your Meter Entries page will display. Skip this step and click the Continue button.
  9. ENERGY STAR® Add Meter 4
  10. The Select Meters to Include in Metrics page will display. Select the new energy meter(s) you created and ensure “These meter(s) account for the total energy consumption...” box has been selected. If you have other meters that need to be included for metrics and the meter data will not overlap with data from the EUDS, be sure to include them. Click the Apply Selections button.
  11. ENERGY STAR® Add Meter 5

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2.4 Connect Your Building Between ENERGY STAR Portfolio Manager and the EUDS

Begin the connection process in the EUDS following the steps below:

2.4.1 Initiate Connection

  1. Launch the EUDS portal from https://www.exelonenergyusagedata.com.
  2. Click the Login button.
  3. Navigate to the Buildings page by clicking the Buildings menu on the left- side navigation pane of the Dashboard.
  4. From the main Buildings page, click on the desired building. You will be brought to the Overview tab where you will see an alert notifying you to connect your building to Portfolio Manager to see ENERGY STAR® metrics.
  5. EUDS Building Owner Overview Screen
  6. To setup/view the building’s connection with ENERGY STAR Portfolio Manager, click on the ENERGY STAR tab.
  7. To begin the ENERGY STAR Portfolio Manager connection process, click the Connect to Portfolio Manager button.
  8. EUDS Connect to Portfolio Manager
  9. You will then be asked to accept the ENERGY STAR Portfolio Manager Connection Terms of Use. Click the checkbox to agree and click the Continue button.
ENERGY STAR® Terms and Conditions
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2.4.2 Finding your Building ID

Each building in your EUDS portfolio will have a unique ID used for connecting to ENERGY STAR Portfolio Manager.

To find the Building ID:

  1. Log into the EUDS.
  2. Open the Buildings menu and search for the building, then click to open.
  3. Scroll down on the Overview page to the Building Information section. Your building ID is displayed.

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2.4.3 Connect to the ExelonEUDS Web Services Account

Next, you will have to log into your ENERGY STAR Portfolio Manager account and take a few steps within that platform.

  1. Login at: https://portfoliomanager.energystar.gov/.
  2. Click on the Contacts link at the top-right of the page.
  3. Click Add New Contacts/Connections.
  4. ESPM Add Contact
  5. Search for username ‘ExelonEUDS'.
  6. ESPM Search Contact
  7. Click the Connect button next to “Energy Usage Data Web Services (ExelonEUDS)”
  8. ESPM Select Contact
  9. Click the checkbox next to the “Agreement” section, and click the Send Connection Request button.
  10. ESPM Send Connection Request
  11. You will then be brought to a screen confirming the successful connection with “Energy Usage Data Web Services (ExelonEUDS)
  12. ESPM Connection Request Sent
  13. Wait a few minutes for Energy Usage Data Web Services (ExelonEUDS) to automatically accept your connection request. You can check your account connection status by clicking the “Contacts” link on the top navigation in Portfolio Manager.
    ESPM Search Contacts
    You will also receive a notification within Portfolio Manager that your connection was accepted. Click the “Notifications” top navigation link in Portfolio Manager, then click the “Notices” tab. Once the connection request has been accepted, proceed to the next step.
    ESPM Notifications
    If your connection is not accepted in five minutes, please contact the Energy Usage Data System Team at support@exelonenergyusagedata.com.

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2.4.4 Share your property with the ExelonEUDS Web Services Account

  1. In ENERGY STAR Portfolio Manager, click on the My Portfolio tab.
  2. In the Dashboard pane, click to open the property you wish to share with EUDS.
  3. On the bottom-right of the building’s Summary tab, under “Sharing this Property,” click the Share button.
  4. ESPM Property Share
  5. On the Share (or Edit Access to) Properties page:
    1. Ensure that under “Select Properties,” “One Property” is selected from the drop-down and your desired property is chosen.
    2. Under “Select People (Account),” highlight “Energy Usage Data Web Services (ExelonEUDS).”
    3. Under “Choose Permissions” click the radio button next to “Personalized Sharing & Exchange Data (“Custom Orders”)” and click the Continue button.
    4. ESPM Property Share
    5. Click the “Exchange Data” radio button.
    6. ESPM Property Share
    7. A pop-up will appear that allows you to set access levels for different aspects of the ENERGY STAR Portfolio Manager profile:
      1. Paste the Building ID in the Building ID textbox. See Section 2.4.2 to find your building ID.
      2. ESPM Property Share with Building ID
      3. Choose the “Read Only Access” radio button on the “Property Information” row and “Full Access” on the row for the meter(s) you would like to share with.
      4. Choose the “None” radio button on all other rows.
      5. ESPM Property Share
      6. Choose “No” for the “Share Forward” row.
      7. Click the Apply Selections & Authorize Exchange button.
      8. ESPM Property Share
      9. Click the Share Property(ies) button.

      Within a few minutes, the EUDS should accept the building share and let you confirm the connection. If there are any issues connecting with the property, please contact the Energy Usage Data System Team at support@exelonenergyusagedata.com

      ESPM Property Share
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2.4.5 Finalize the EUDS & ENERGY STAR Portfolio Manager Connection

  • Go back to the EUDS and refresh the ENERGY STAR tab of your building. You will need to confirm or reject the property and meter mapping. If the correct meter is displayed, click the Accept Mapping button. If something does not look correct, click the Reject Mapping button and contact Support@exelonenergyusagedata.com for assistance.
  • EUDS Meter Mapping
    1. A pop-up will appear asking you if you are sure the meter mapping is correct. If the wrong ENERGY STAR Portfolio Manager meter is mapped to and it has pre-existing data, this meter will be overwritten.
    2. EUDS Meter Mapping
  • Once you confirm property and meter mappings, the EUDS will begin its first data sync.
  • Once the first sync completes, you will see the page change to an alert indicating when the last successful sync has been completed.
  • EUDS ESPM Sync Success
    1. Once your property and building are synced between the EUDS and ENERGY STAR Portfolio Manager, any metrics errors present on your ENERGY STAR Portfolio Manager profile will also be pushed to the “Metrics Sync Status” section on your building’s ENERGY STAR tab in the EUDS.

      See Section 3.3 for more information on common metrics errors.

    Now that the ENERGY STAR Portfolio Manager building profile and meters have successfully synced with the EUDS, the metrics on the building’s Overview page will populate. “Gross Floor Area,” “ENERGY STAR® Score,” “Source EUI,” and “Primary Functions” will now be populated with information from your ENERGY STAR Portfolio Manager building profile.

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    2.5 Meter Sync Status

    When you connect your building to ENERGY STAR Portfolio Manager, usage data is synced any time new usage data becomes available, or if usage data is updated in the last two calendar years, plus the current year.

    You can see any changes to your building’s usage by viewing the Notifications tab of your building. See Section 3.2.6 of our Building Owner User Guide for more details.

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    3. Troubleshooting Connection Issues

    This section will walk through troubleshooting steps should you have difficulty connecting to ENERGY STAR Portfolio Manager.


    3.1 Connection Status: No Properties Shared

    The ‘No Properties Shared’ message may indicate that your ENERGY STAR Portfolio Manager account or property has not yet been shared with Energy Usage Data Web Services (ExelonEUDS), or the property has been shared with the wrong Building ID.

    To connect your ENERGY STAR® account or to share a property with Energy Usage Data Web Services (ExelonEUDS), see Section 2.4.3 or Section 2.4.4.

    To modify the Building ID, you need to modify Energy Usage Data Web Services (ExelonEUDS)’s contact permissions.

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    3.1.1 Update the shared Building ID

    1. Visit Portfolio Manager’s My Portfolio tab, then click into your building’s profile.
    2. In the bottom-right of the screen, under Sharing this Property, find Energy Usage Data Web Services (ExelonEUDS) and choose Edit Contact’s Permissions.
    3. ESPM Edit Contact Permissions
    4. Click Edit next to the Exchange Data radio button
    5. ESPM Edit Sharing
    6. Update the Building ID, then click Apply Selections & Authorize Exchange.
    7. ESPM Property Share
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    3.1.2 Remove the property share

    1. Visit Portfolio Manager’s My Portfolio tab, then click into the property profile.
    2. In the bottom-right of the screen, under Sharing this Property, find Energy Usage Data Web Services and choose Remove Contact’s access to Property from the actions dropdown menu.
    3. ESPM Remove Contact
    4. Reshare the property by following the steps found in Section 2.4.3.
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    3.2 Connection Status: No Meters Shared

    The No Meters Shared message indicates that you have connected your ENERGY STAR® account and property to the EUDS but a meter has not been shared, or the wrong permissions have been granted.

    To modify the share for an already shared property:

    1. Visit Portfolio Manager’s My Portfolio tab, then click into your building’s profile.
    2. In the bottom-right of the screen, under Sharing this Property, find Energy Usage Data Web Services (ExelonEUDS) and choose Edit Contact’s Permissions.
    3. ESPM Remove Contact
    4. Click Edit next to the Exchange Data radio button.
    5. Ensure that “Full Access” has been granted for the meters you wish to share. Then click Apply Selections & Authorize Exchange.
    6. Click Save Changes.
    7. Return to the EUDS and refresh the building’s ENERGY STAR® tab, which should now allow you to select your meter. If this takes longer than 5 minutes, please contact support at Support@exelonenergyusagedata.com.
    8. EUDS Meter Mapping
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    3.3 Metrics Sync Errors

    Once your profiles are synchronized between the EUDS and ENERGY STAR Portfolio Manager, any metrics errors present on your ENERGY STAR Portfolio Manager profile will also be pushed to the “Metrics Sync Status” section on your building’s ENERGY STAR® tab in the EUDS.

    Most errors must be addressed within the ENERGY STAR Portfolio Manager, however, below are some commonly seen errors and how they can be rectified.

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    3.3.1 Insufficient data for Baseline or Current Date

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    3.4 Connected to Wrong Property or Meter

    If you’ve connected your EUDS building to the wrong ENERGY STAR® property or meter, please reach out to support for assistance. You’ll need to provide the ENERGY STAR® Property ID that you intended to connect to and ensure that this property has been shared with ExelonEUDS and has the correct share settings enabled.

    4. Disconnecting Meters and Properties

    4.1 Disconnecting a Meter

    Disconnecting a meter from within EUDS will terminate automatic syncing to the ENERGY STAR® meter but will not remove any usage data that has already been synchronized.

    To disconnect an ENERGY STAR Portfolio Manager meter from your building:

    1. Log into the EUDS.
    2. Open the Buildings menu and search for the building, then click to open.
    3. Click on the ENERGY STAR® tab.
    4. Under Usage Data Sync Status, find your meter name and number
    5. Click the Disconnect button to the right of the meter you would like to disconnect.
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    4.2 Disconnecting a Property

    Disconnecting your ENERGY STAR® property from within EUDS will terminate automatic syncing to your ENERGY STAR Portfolio Manager property and will remove all share settings with EUDS.

    Disconnection will not remove any already synced usage data from any previously shared meters in ENERGY STAR® or any ENERGY STAR® metrics that are displayed within EUDS.

    Please note: Buildings that are deactivated by an Operational Administrator will be automatically disconnected from ENERGY STAR® (properties and meters).

    To disconnect an ENERGY STAR Portfolio Manager property from within EUDS:

    1. Log into the EUDS.
    2. Open the Buildings menu and search for the building, then click to open.
    3. Click on the ENERGY STAR® tab.
    4. On the top-right of the page, click the ellipses and select Disconnect Property.

    If you need to re-connect the EUDS building to a new ENERGY STAR® property, please reach out to support to reset the connection process.

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    5. ENERGY STAR® Portfolio Manager® Information

    ENERGY STAR® Portfolio Manager® is an interactive resource management tool that enables you to benchmark the energy use of any type of building. It is known as the industry standard for benchmarking commercial buildings. ENERGY STAR® Portfolio Manager® metrics allow you to compare your building’s energy use to a yearly baseline, national medians, or similar buildings in your profile.

    5.1 ENERGY STAR® Portfolio Manager® Metrics

    To view a building’s ENERGY STAR® Score and building Source Energy Usage Intensity (EUI):

    1. Navigate to the Overview page for the building whose ENERGY STAR® score and EUI you would like to view. The ENERGY STAR® score and source EUI can be found at the top of the Overview page.

    2. OR
    3. Navigate to the Buildings page. From here, you can view the ENERGY STAR® Score and Source EUI for each building in your building list.
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    5.1.1 What is an ENERGY STAR® Score?

    The 1 – 100 ENERGY STAR® Score is populated once complete and accurate energy and property detail information is entered into an ENERGY STAR® Portfolio Manager® building profile. An ENERGY STAR® score of 50 is the median, so a score above 50 means your building is performing better than 50% of its peers, while a score below 50 means your building is performing worse than 50% of similar buildings nationwide. A score above 75 or higher designates a building is a top performer, making it eligible for an ENERGY STAR® building award. An ENERGY STAR® score helps you assess how your building is performing and allows you to identify which buildings in your portfolio should be targeted for upgrades or recognition.

    Further information on ENERGY STAR® scores can be found here: https://energystar.my.site.com/PortfolioManager/s/article/Calculation-for-ENERGY-STAR-score

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    5.1.2 What is Energy Use Intensity (EUI)?

    There are two types of energy usage intensity (EUI): Site EUI and Source EUI. Site energy is the amount of heat and electricity consumed by a building as you would see on your energy bills. Source energy represents the total amount of raw fuel that is required to operate the building, including transmission, delivery, and production losses. Energy Use Intensity is expressed as energy per square foot per year. Site EUI uses the site energy per square foot per year, while Source EUI uses the source energy per square foot per year.

    The U.S. EPA has determined that Source EUI is the most equitable unit of evaluation, therefore, this is one of the metrics the EUDS pulls back from an ENERGY STAR® Portfolio Manager® building profile.

    For futher information on the difference between Site and Source energy, please visit: https://energystar.my.site.com/PortfolioManager/s/article/What-are-Site-Energy-and-Source-Energy-1748912950362

    For further information on energy use intensity, please visit: https://energystar.my.site.com/PortfolioManager/s/article/What-is-EUI-1748913223084

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    5.2 ENERGY STAR® Portfolio Manager® FAQs

    Many questions may arise as you use the ENERGY STAR® Portfolio Manager®, such as the best way to set up a mixed-use building, how to set up a campus of buildings, how to associate meters to get accurate metrics, etc. ENERGY STAR® Portfolio Manager® has extensive online resources to assist you:

    In addition to the online resources available for consultation, the ENERGY STAR® Portfolio Manager® Help Desk can be contacted here: https://energystar.my.site.com/PortfolioManager/s/contactsupport

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    5.2.1 Who Should I Contact?

    It may be unclear when it is appropriate to reach out to the Energy Usage Data System Team for support at Support@exelonenergyusagedata.com or consult ENERGY STAR® Portfolio Manager® Resources or reach out to the ENERGY STAR® Portfolio Manager® Help Desk. Please consult the table below for examples (please note, this is not an exhaustive list of situations that may arise):


    Example Situation Reach out to EUDS Support Consult ENERGY STAR® Portfolio Manager® Resources or Contact ENERGY STAR® Portfolio Manager® Help Desk
    ENERGY STAR® Portfolio Manager® property setup questions (inputting property information, creating meters, etc.) X
    Issues sharing an ENERGY STAR® Portfolio Manager® property with EUDS (including meter access level questions) X
    ENERGY STAR® Portfolio Manager® metrics alerts (including no ENERGY STAR® score) X
    ENERGY STAR® Portfolio Manager® login issues X
    Altering the meters used in metrics X
    Missing units in EUDS Tenants tab X
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