How to report
When you have collected all your building's information, create a Portfolio Manager account. Enter your information into Portfolio Manager, have it verified (if required) and submit it to Ministry of Energy.
Create a Portfolio Manager account
To begin the reporting process, you will need to log in or register for an account on the Portfolio Manager website. Once registered for an account, you will receive a confirmation email with instructions on how to complete the account creation process. If you have previously created an account, you will not need to create a new one for each reporting year.
Enter your information into Portfolio Manager
Once your account is created, the Guide to Submitting Data Through Portfolio Manager for Ontario's Energy and Water Reporting and Benchmarking Initiative offers detailed instructions on how to enter your data into Portfolio Manager. See the following for helpful tips on entering your information and submitting your report.
Enter your building information
If you have not previously reported, enter your building information:
- Click on the Add a Property button and follow the prompts. Enter the building data (e.g., name, postal code, size, use types).
- Enter the postal code from your property assessment notice or your property tax bill. We will use this to match your report with properties in our records.
- Include your building's use types and if the building is more than 10 per cent vacant, add a separate "Vacant" use type. This will ensure that your building's performance metrics are more accurate.
- If you are separately reporting multiple buildings on one property, create a profile for each building.
Enter your EWRB ID
If you have not previously reported, enter the EWRB ID for your property:
- Click on the property's Details tab.
- Locate the Standard IDs panel.
- Select Ontario EWRB ID from the dropdown menu and in the box beside it, enter the unique six-digit EWRB ID for your building.
- If you are separately reporting multiple buildings on one property, enter the EWRB ID for each building.
Enter your usage data
Include complete energy and water usage data for the building that you are reporting:
- Click on the property's Energy and Water tabs and the tool will guide you through creating the meters or names for each of your energy and water sources. You can then enter the usage data for each source.
- You will need to enter data from January 1 through December 31 of the reporting year. To do this, you may need to enter billing information that includes dates before and after the reporting calendar year (e.g., billing data from December 16 through February 15).
- You will only be required to set up your meters and energy source descriptions once but will need to add new energy and water usage data each year that you report.
Enter building certifications (if applicable)
If your building has obtained certification for its performance (for example, BOMA BEST or LEED), add this information on the property's Goals tab:
- Locate the Sustainable Buildings Checklist section and click on the Start the Checklist button.
- In the About this Checklist section of the page, click on the Select a Third Party link.
- Add information about your third-party certification(s) and click on the Save Certifications button and then the Save & Close button.
Confirm that you have verified your data (if required)
To do so, you will need to:
- After the information has been verified, confirm it on the property's Details tab.
- Locate the Unique identifier (IDs) section and click on the Edit button.
- In the box under Custom ID 3: enter the words "Data Verification" in the Name field.
- Enter "Yes" in the ID field if your report information has been verified by a certified professional.
Run the Data Quality Checker
Once you have completed your report, you will need to run the Portfolio Manager Data Quality Checker. You will need to run it each time you change or add usage data, gross floor area information or change your meter configurations:
- On the property's Summary tab, scroll down to click on the Check for Possible Errors button.
- Follow the instructions to run the data quality checker on the data for the reporting year.
- If the tool identifies issues, follow the instruction prompts on how to resolve them.