Portfolio Manager® Background

Portfolio Manager is the industry standard for benchmarking commercial building energy efficiency. It was launched by U.S. Environmental Protection Agency (EPA), as part of its ENERGY STAR program in 1999. In September 2011, EPA and Natural Resources Canada (NRCan) entered into an agreement to expand features available to Canadian Portfolio Manager users. Beginning in July 2013, Canadian users are able to seamlessly use all functions of Portfolio Manager, as well as all web services to exchange data electronically with the tool.


The security of your account information is very important to the EPA and NRCan. NRCan is responsible for the management of buildings located in Canada. EPA is responsible for the management of buildings located in the U.S. and in other countries (except Canada). We have designed this web application with the following security features:

Secure, Password Protected Access – Upon registration, you establish your own account name and password. No information within your registered account will be examined without your expressed written or verbal permission.

Secure Communications – All building data and messages communicated over the web are secured by Secure Socket Layer (SSL) encryption to protect data transmissions. No information is transferred openly over the web.

For site security purposes and to ensure that this service remains available to all users, Portfolio Manager employs commercial software programs to monitor network traffic to identify unauthorized attempts to upload or change information, or otherwise cause damage.


Portfolio Manager utilizes "session" cookies. "Session" cookies are used to distinguish one user from another as they navigate through a tool or application; the cookie expires when a web user terminates a web session and closes the browser. They are not used to save personal information.

Where identifying information is collected in Portfolio Manager (such as your name, contact information, building and energy meter data,etc), it is only used for the stated purpose of the tool, such as participating in the ENERGY STAR National Building Competition, applying for ENERGY STAR Certification, etc. Your information is never released to the public, is never sold to third parties, and we do not track or record information about individuals and their visits. The only exception are buildings that have applied for and received ENERGY STAR certification which are posted in our National Building Registry showing their name and address.

Information collected may be used for the purpose of identifying industry trends, evaluating the reach and impact of Portfolio Manager, or to gauge general usage statistics for the betterment of the site as a whole.

Except for authorized law enforcement investigations, no other attempts are made to identify individual users or their usage habits. Raw data logs are used for no other purposes and are scheduled for regular destruction in accordance with National Archives and Records Administration guidelines. For Canadian users, the retention and disposal of records created in Portfolio Manager is governed by the Canadian federal Library and Archives of Canada Act.

Your rights as an individual user of Portfolio Manager are governed by the Privacy Act of 1974; Title 5, Section 552a. Because Portfolio Manager information provided by Canadian users is under NRCan's control, this information is also subject to the Canadian federal Privacy Act and Access to Information Act. If you have any questions or comments about the information presented here, please send us your comments at www.energystar.gov/BuildingsHelp.