6.4.5 Data Collection Plan

A. Because the Borrower is obligated to demonstrate continuing performance through the maturity of the green MIP mortgage using EPA’s Portfolio Manager, a web-based utility benchmarking application, it is essential that the Borrower prepare a plan for collecting valid energy consumption data for each month and correctly entering this data in Portfolio Manager. The most valid and convenient solution is to obtain

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Chapter 6 Energy and Water Conservation 6.4 General Requirements for Green MIP

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100% whole building data from the utility provider(s) or to install energy consumption monitoring technology that collects monthly data from all meters on the property (Whole building data means recording of all energy consumption on site, both owner and tenant paid). The data collection plan should identify and describe the method(s) to be used and describe exactly how data will be collected and recorded, what persons or officers will be responsible and how the data will be entered in Portfolio Manager. The data collection plan should be prepared by the energy professional in consultation with the Borrower and the property manager and must conform to the instructions in numbers 1 and 2 as follows:

1. Instructions for Preparing an SEP to Evidence Continuing Performance. The SEP must be verified by a qualified energy professional evidenced by the energy professional’s signature on the SEP. Verification means that the energy professional has reviewed the data entered in Portfolio Manager, compared these entries to the Borrower’s documentation of energy consumption reported for each utility meter on the property, and compared the utilities and meters currently reported to prior SEP or project records, and confirmed the accuracy of data entered. Note that a verified SEP is not the same as an application for ENERGY STAR® Certification and does not require a site visit nor the seal and signature of a registered Architect or professional engineer. (In some cases, the energy professional may need to visit a site to resolve conflicting information and to assure that all existing utility meters and/or uses of energy are reported.) Firms providing energy consumption monitoring services may serve as energy professionals for purposes of verifying a Borrower’s continuing performance.

2. Sampling of Tenant Meters Not Permitted. For purposes of demonstrating continuing performance, extrapolation of energy use data from a sample of units at a property is not acceptable. Owners applying for green MIP rates must propose and implement a plan to obtain 100% whole building utility data for all utilities, whether from the utility providers, or through the installation of energy consumption monitoring technology capable of measuring, recording and reporting energy consumption for all meters, including metered tenant spaces.