EPA Portfolio Manager

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EPA Portfolio Manager

The Environmental Protection Agency (EPA) created a free online tool, ENERGY STAR Portfolio Manager® that helps you track and improve energy efficiency across your entire portfolio of buildings.

The process for using Portfolio Manager is quick and easy. Simply follow these steps:

  1. Go to Portfolio Manager and create an account (click here for supported browsers)
  2. Add your property information
  3. Enter energy use data by adding all of your meters
    1. You can manually input your electricity usage data, or
    2. Send a Connection Request to SMUD to obtain your electric usage data
  4. Review your Performance Reports and set goals

Frequently asked questions

When you Benchmark your building using Portfolio Manager it will help you:

  • Assess your current energy performance for individual buildings and entire portfolios
  • Verify and track progress of improvement projects over time
  • Comply with California AB1103 Nonresidential Building Energy Use Disclosure laws for the sale, lease, finance or refinance of a building
  • Gain ENERGY STAR® recognition

SMUD will provide up to 24 months of your building's aggregated electrical energy usage data.

  • One time requests for 12 months of usage data can be provided to Portfolio Manager to receive an ENERGY Star score, or
  • Continuous data sharing of usage data can also be provided to Portfolio Manager in order to track and monitor your building's usage on an ongoing basis.

Setting up Portfolio Manager

You can connect to SMUD's web services in order to have SMUD upload your electric usage data into Portfolio Manager rather than having to manually enter in the information. Make sure you have added all meters to the Property Profile. For a one time request for the sale, lease, or refinance of a building you will need your Meter Number. For continuous data sharing you will need your Account Number and Location Number.

There is a two-step process to obtaining your usage data from SMUD:

  1. Connect with SMUD
    1. Connect with SMUD by clicking on "Contacts" at the top right hand corner of the Portfolio Manager home page.
    2. Click on the "Add Contact" button and search for "Sacramento Municipal Utility District".
    3. Click on the "Connect" button.
    4. Answer the "Are you Benchmarking a building for a State of CA Govt Agency?" question, read and agree to the Terms of Use, and click on the "Send a Connection Request" button.
    5. You should see a green bar confirming that your connection request was sent to SMUD. You will receive a notification when SMUD accepts your request. This process takes 24 to 48 hours.
  2. Share Properties
    1. Click on the "Sharing" tab and then click on the "Share a Property" button.
    2. Select the number of properties and the properties you would like to share. Select "Sacramento Municipal Utility District" from your contacts and click on the "Continue" button.
    3. Next to each property, select the "Exchange Data" radio button.
    4. In the popup window, select the "Full Access" radio button next to all of the meters you would like to connect with SMUD web services.
    5. If your request is for a onetime Energy Star rating due to sale, lease, or refinance of a building, answer "Y" and enter the Meter Number from your property in both the Account Number and Location Number fields. If you would like to establish a continuous data feed, select "N" and provide your Account Number and Location Number.
    6. Click on the "Apply Selections & Authorize Connections" button to save and close the popup window.
    7. Click on the "Share Property(ies)" button.
    8. You should see a green bar at the top of the Sharing tab confirming the request was submitted. You will receive a notification when SMUD has accepted your property share request. This process takes 24 to 48 hours.

For an example of where you can find your SMUD Account, Location and Meter Numbers required for to benchmark your building click here to see a sample PDF of a bill.

For customers on Campus Billing, SMUD can only upload the aggregated energy usage data that is available on your bill. The individual meter usage is not available.

Refer to instructions above to access data from SMUD. You will need to enter the Meter number in both the Account Number and Location Number fields. SMUD will validate the meter number and locate all other meters at the same address in order to upload aggregated data for the building while maintaining your individual tenant's security.

Note: If the building has two separate addresses (such as, a building located on a corner, and some meters are associated with a second address), then you must provide a meter number for each address.

I was previously receiving energy data through SMUD's automated benchmarking system, but it no longer works. What happened?

This is most likely a result of some change in the customer account (company name, property management, or SMUD account number). The first step would be to double check that the Account Number and Location Number are correct. If not, you will need to enter this updated information into Portfolio Manager. There are two ways you can do this:

  • You can use the current Property Name and enter the updated Account Number and Location Number for the current customer of record, or
  • You can add a new Property Name and enter the Account Number and Location Number for the current customer of record

Accessing Portfolio Manager Information

Portfolio Manager allows you to share your data with your partners, contractors, or any others that are helping improve the performance of your portfolio. Click here to learn how to share data with other users in Portfolio Manager.

In the event of a change in property management, Portfolio Manager allows you to transfer the ownership of a property to another Portfolio Manager user. You must first make sure you stop sharing the transferring property with any existing users. Click here for step by step instructions.

Yes, on the EPA Portfolio Manager website. Click here to find Business specific information.

The EPA maintains a list of service providers on their Portfolio Manager website. Click here to see the current list of available service providers.

In general, benchmarking scores are not public. You can share your building data with others who have an account in Portfolio Manager.

Additional Resources

Related Topics

  • The District offers programs to provide equal opportunity to all segments of the business community.
  • SMUD is nationally recognized as a leader in renewable resources and electric transportation.

Help with Benchmaking

Learn to benchmark using the EPA EnergySTAR® Portfolio Manager

Visit SMUD's benchmarking help site now

How to Benchmark Your BuildingDownload the "How to Benchmark Your Building" guide

Need to contact SMUD?

If you have a Benchmarking question that's not addressed here or on the EPA website, SMUD offers training through the Energy Technology Center.

Questions regarding energy authorization requests and aggregated energy usage should be directed to Benchmark@SMUD.org or you can call us at (916) 732-7399.

Please include the following information:
  • Customer Name on Account
  • Consultant Name (if applicable)
  • Organization Name (as entered in Portfolio Manager)
  • Customer ID Name (as entered in Portfolio Manager)
  • Account Number and Location Number