[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-243253-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-243253-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","energy-benchmarking-as-a-service-overview-and-template","Energy Benchmarking as a Service - Overview and Template","","Guide for service providers who want to offer ongoing energy benchmarking to clients through Portfolio Manager. Defines four scope-of-work areas: acquiring accurate utility data (direct utility retrieval vs. client-provided statements), reporting approaches for different portfolio sizes, cost considerations for development and sales value, and optional water tracking with practical rollout steps. Includes references to standard Portfolio Manager reports and supporting appendices with an offerings template and a sample progress report.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/energy-benchmarking-as-a-service-overview-and-template/243253/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/energy-benchmarking-as-a-service-overview-and-template/243253.png","ImageObject",442,249,{"name":42,"@type":43},"Pentious","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",16,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"How should service providers acquire utility data for Portfolio Manager?","Question",{"text":63,"@type":64},"Providers are encouraged to collect utility bill data directly from the client’s utility to improve accuracy and client experience. This may require client authorization and online access or utility-specific upload options. An alternate approach is collecting data from the client, though it may be inconsistent.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What reporting approaches work for different client sizes?",{"text":68,"@type":64},"For larger portfolios, produce monthly reports and review them in person. For smaller clients, send quarterly emails and hold an annual meeting to review recent data. Some clients may prefer logging in to Portfolio Manager themselves to view metrics and analysis.",{"name":70,"@type":61,"acceptedAnswer":71},"What factors influence the cost strategy for offering benchmarking as a service?",{"text":72,"@type":64},"Costs vary by company, so providers should decide whether clients pay directly or the service is treated as a business development expense. Regardless of charging, determining a service cost helps sales communicate value even when clients are not paying.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},243253,1791742740,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,107,112,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":33,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":26},1374404730887,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Offering Energy Benchmarking as a Service: Overview and Template  \nOverview  \nThis document was created for service providers who are interested in offering energy benchmarking via Portfolio Manager as an ongoing service to their clients.  \nThere are four key areas that should be considered in any ongoing benchmarking service scope of work. Below you’ll find descriptions of each area and ideas foryour approach.  \nAppendix A contains a template that you can modify and use to define your offerings and clarify deliverables.  \nAppendix B contains a sample “Progress and Goals Report.”  \nElements to Include in Your Scope of Work  \nAcquiring Data  \nWe recommend that you collect utility bill data directly from your client’s utility to optimize the client’s experience and ensure data accuracy. This approach can require more work in the set-up process, including the need to obtain client authorization to capture utility data directly from the relevant utility. It may also require setting uponline access to a utility web site or requesting login credentials from the client. You should also check to see if your local utility offers the ability to upload data directly into Portfolio Manager. Ultimately, your goal should be to acquire accurate historical and ongoing utility data without repeatedly asking your client for utility bills.  \nThe alternate approach is to get utility bill data from the client. This may work for some clients, but you may not be able to acquire the data consistently enough to offera standardized benchmarking service to all clients. Some challenges when procuring utility data directly from a client include:  \n• Difficulty getting complete and adequate historical consumption data (one year of data for each fuel type consumed atthe property is required for Portfolio Manager, with two or more years being ideal)  \n• Inaccurate utility data tracking by the client (due to typos, incorrect unit conversions, etc.)  \n• The need for multiple emails or phone calls to remind a client contact to send the latest monthly statements.  \nReporting  \nYour benchmarking service is only as good as your ability to engage your clients with the results. Fora larger portfolio client, it may be important to produce monthly reports and review them in-person. Fora smaller client, you could email a report quarterly and have an annual meeting to reviewthe mostrecent data. More hands-on clients may prefer to login to Portfolio Manager themselves to view metrics, analysis, reports, and even update monthly data.  \nWhatever approach you decide to take, Portfolio Manager includes several standard reports that can be used to present benchmarking results. Examples of standard reports include the ENERGY STAR Scorecard and the Progress and Goals Report (see Appendix B) . In addition, Portfolio Manager users can create custom data templates to export specific fields for the purpose of creating their own reports in Excel ora business intelligence tool.  \nPortfolio Manager’s sharing feature enables you and your client to access the same building from your own separate accounts.  \nCost  \nThe cost to develop and deploy a benchmarking service can vary from company to company. As estimates for the cost ofthe service are calculated, consider whether you will ask clients to pay for this service, or if you plan to treat the benchmarking service as a business development expense. The latter approach may help ensure widespread benchmarking of client buildings, which can improve client satisfaction and identify potential projects. For these reasons, a well-executed complementary benchmarking service can pay for itself many times over.  \nRegardless of whether you plan to charge your clients, determining a cost for the service is recommended. This  \nwill help salespeople to communicate the value ofthe service, even if the client is not paying for it.  \nWater Tracking  \nYou may also want to offer water tracking along with energy benchmarking. Portfolio Manager supports th","cbCaif6eZQyGZjgn","https://ap.wps.com/l/cbCaif6eZQyGZjgn","pdf",328623,"English","# Overview\n# Elements to Include in Your Scope of Work\n## Acquiring Data\n## Reporting\n## Cost\n## Water Tracking\n# Which Decisions Should You Make?\n# Where to Use the Scope of Work","[{\"question\":\"How should service providers acquire utility data for Portfolio Manager?\",\"answer\":\"Providers are encouraged to collect utility bill data directly from the client’s utility to improve accuracy and client experience. This may require client authorization and online access or utility-specific upload options. An alternate approach is collecting data from the client, though it may be inconsistent.\"},{\"question\":\"What reporting approaches work for different client sizes?\",\"answer\":\"For larger portfolios, produce monthly reports and review them in person. For smaller clients, send quarterly emails and hold an annual meeting to review recent data. Some clients may prefer logging in to Portfolio Manager themselves to view metrics and analysis.\"},{\"question\":\"What factors influence the cost strategy for offering benchmarking as a service?\",\"answer\":\"Costs vary by company, so providers should decide whether clients pay directly or the service is treated as a business development expense. Regardless of charging, determining a service cost helps sales communicate value even when clients are not paying.\"}]","Energy Benchmarking as a Service - Overview and Template | PDF",1789201964]