Projects meeting the requirements below may optionally assess performance of EA prerequisite Minimum Energy Performance and EA credit Optimize Energy Performance based on the current Portfolio Manager tool and the performance of the building prior to the August 2018 updates. In order to pursue this approach, project teams must download the necessary documentation from Portfolio Manager (e.g., Data Verification Checklist, proof of weather normalized source EUI, etc.) before the updates go into effect (scheduled for August 2018). After the update, previous scores, including all historical scores, will no longer be accessible.
This approach is available to projects that started the last 12-months of the initial certification or recertification performance period prior to the date that Portfolio Manager was temporarily shut down to incorporate the planned updates (scheduled for August 2018), meaning that the project’s certification performance period ends on or before August 2019.
• For buildings eligible to receive an ENERGY STAR score, performance is determined based on the ENERGY STAR score achieved prior to the August, 2018 updates. The ENERGY STAR score must be demonstrated through information printed from Portfolio Manager prior to the updates (e.g., Data Verification Checklist).
• For buildings not eligible to receive an ENERGY STAR score under LEED EB O+M v2009, performance is determined based on the weather-normalized source EUI achieved prior to the August 2018 updates compared to the national average source EUI data provided in the current EAp2/EAc1 Case 2 Calculator for v2009 projects. The project’s weather-normalized source EUI must be demonstrated through information printed from Portfolio Manager prior to the updates: a screen shot from the Portfolio Manager website documenting the weather normalized source EUI value; or a custom output report including the weather-normalized source EUI). This information, along with the Data Verification Checklist and Case 2 Calculator, is required.
• For buildings not eligible to receive an ENERGY STAR score under LEED O+M v4, performance is determined based on the weather-normalized source EUI achieved prior to the August 2018 updates compared to the national median source EUI data provided in the Portfolio Manager tool. The Data Verification Checklist documenting the “% Diff from National Median Source EUI" is sufficient to document performance.
• In all cases, the 12-month energy performance period used for this allowance must end within the 60 days prior to the scheduled update. All space attributes (floor area, space types, occupancy, etc.) must be up to date and accurate at the time.
• Sufficient information that aligns with the 12-month performance period used for this allowance must be provided. If information for the 12-month performance period used for this allowance differs from that for the remainder of the submittal (i.e., number of workers, operating hours, changes in space use such as vacancy and space type, etc.) a narrative justifying these differences must be provided.
