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Energy Reporting for Returning Users

Guide
If you reported energy performance date to City of Portland in prior years, this guide provides the step-by-step instructions to help you comply with the City of Portland’s energy performance reporting requirements.

This process is easy and must be completed by April 22 each year for the prior calendar year. Find more information for each step in the complete Energy Reporting How-To Guide:

Step 1. Confirm your property and primary contact.

Step 2. Update your ENERGY STAR® Portfolio Manager® account.

Log into your existing account.

  • Click Account Settings at the top right of the page. Review the name, email and phone number listed. Click Make Changes to update this information, if needed. Click on the ENERGY STAR Portfolio Manager to return to the home page.
  • Under MyPortfolio, click on the name of the building then on the Details tab, and find the Unique Identifiers (IDs). Next to the heading Standard IDs, ensure the ID is entered correctly. If the ID is missing or incorrect, click Edit to add or correct the Portland Building ID by selecting Portland, OR Building ID from the drop-down menu. Enter the correct Building ID and click Save.
    • Your Portland Building ID can be found on compliance notifications or with the online Building ID Lookup Tool. This is not the same as the Portfolio Manager ID.
  • Under MyPortfolio, click on the hyperlinked name of the building. Navigate back to the Details tab and select the triangle next to each listed property use to show the gross floor area (GFA) and other details.
  • Significant year-to-year changes in use details must be updated by selecting I want to… Edit Use Details in the Action dropdown menu. On the Edit Use Details for Building Use page, enter the new information and effective date of the change (this is NOT the date you are making the update).
  • If your building previously included any default or temporary values, you must replace them with actual values. In the Action dropdown menu, choose I want to… Edit Use Details. Uncheck any Use a default value and/or Temporary Value? boxes and enter the actual value. To correct mistakes, click the value that you want to correct and make necessary edits. DO NOT change the Current As Of date.

Step 3. Check energy meter(s) and update usage data.

All active meters must have monthly usage data for the entire calendar year with no gaps or overlapping dates. If your data is not current through 12/31, update your energy usage data using one of two options:

  • OPTION 1: Manually enter your building’s energy use data based on available records.
    • Under the Energy tab, click on the appropriate meter, and click Add Another Entry (below the data table) to input new monthly billing dates and usage to the existing dataset. Click Save Bills when finished.
  • OPTION 2: Request aggregated whole building data from your utility. Access Pacific Power, PGE and NW Natural website links from this page.
    • Request an energy use report from your utility.
      • Pacific Power customers can request an automated upload of monthly electricity data into Portfolio Manager.
      • PGE & NW Natural customers can request an aggregated annual building energy use report.
    • Save the report to your computer to upload as one electric or natural gas meter. Under the Energy tab, click on the appropriate meter. Below the existing data table, click Choose File... in Upload data in bulk for this meter. Choose the file from its saved location and click Upload. Click Save Bills when finished.
    • On the Energy tab, check that the number of Meters - Used to Compute Metrics reflects energy data for the whole building. If not, click Change Meter Selections and checkmark active (in-use) meters. Then, select These meter(s) account for the total energy consumption.

Step 4. Add optional property information.

  • You can choose to enter optional contextual information related to your building’s energy use in the Property Notes field under the Details tab. This could include two types of information:
    • A building narrative describing energy improvements or changes in energy consumption.
    • Building ENERGY STAR certification verified by a licensed professional.
  • Once entered, click Save Notes. This building narrative will be published by the City annually. ENERGY STAR certified buildings are eligible for special recognition.
  • Make sure the Property Notes field is blank if you do not want this information to be published.

Step 5. Submit your report to the City of Portland by April 22.

You must complete this final step for compliance. Failure to add the reporting template for the current reporting year to your account and submit your report will result in the building being out of compliance and subject to penalties.

Visit this webpage

  • If you are not already logged in, enter your username and password. You will be taken to Respond to Data Request. Review the instructions.
  • Select whether you are submitting the report for yourself or on behalf of another contact in the About Your Response section. Select the properties that you will submit. If you have multiple buildings to report, you may submit them all at once. Then, click Generate Response Preview.
  • Under the Reporting tab ensure you are in the Data Requests from Others section, find the Data Request: City of Portland Energy Reporting – 2023 Performance Data. Select I want to..Send Response from the Action drop-down menu.
  • Under E-Sign Your Data Response, check the box and enter your Portfolio Manager username and password. Click E-Sign Response.
  • Once your e-signature is verified (green check mark), click Send Data. Click Continue on the pop-up notification to confirm submission. You’re done!

Questions?

Refer to the full Energy Reporting How-To Guide, or contact the City of Portland Energy Reporting Help Desk.