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Warehouse Receipt Template Portfolio Manager

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Warehouse Receipt Template Portfolio Manager Powered By Docstoc
					                       Portfolio Manager Warehouse Data Import Template
This data import template was designed to assist you in providing large sets of Facility data to be incorporated into EPA's
Portfolio Manager software. It is intended as a one-time conversion from your data format into Portfolio Manager's format.
It is not designed for monthly updates of energy data for Facilities that are already in the Portfolio Manager. Be sure to
complete the information on all of the applicable tabs in this template. Items shown in red are required. Please review the
notes associated with each item by placing the cursor over the column heading. Sample data is included as grayed out text.
Make sure you over write the sample data with your own. If you are copying energy data from another source, be sure to use
the required formatting and valid options for energy type and units. Numeric values should not include any formatting, such
as commas, dollar signs or percent signs.

  You must enter data for at least 10 new Facilities to be eligible to use this Data Import Template.

   1. Let us know what Portfolio Manager account to put your data into by completing the User tab and whether the
      account exists.
   2. Identify the location and basic characteristics of your Facilities on the Facilities tab.
  IMPORTANT: You must provide the YEAR BUILT data before this request is processed.
  3. Provide space characteristics (attributes) on the Warehouse Space tab. The Facility names will be automatically filled
     based on the information entered on the Facilities tab. The Floor Area is a required field and you must enter a value.
     For the remaining attributes in red, you may enter values; if you leave them blank, PM will assign defaults for these
     attributes (Note: you cannot apply for the ENERGY STAR using default space attributes). The attributes in black are
     optional; if you do not enter values they will not be assigned a default.
  4. Record energy consumption and optional energy cost data for the Facilities on the Energy tab. Enter a row for each
     period of energy consumption for every meter in all Facilities. You will likely have multiple rows associated with each
     Facility. It is critical that the Facility Name exactly match the name entered on the Facilities tab. Be sure to enter
     all types of energy used in each Facility, in order to represent the full energy consumption.
  5. Provide characteristics for the Parking tab if you have any parking space associated with the Facilities.
     This tab is optional.
  6. Provide characteristics of high volume computer processing facilities on the Computer Data Center tab if there
     are any spaces of this type associated with the Facilities. This tab is optional.
  7. After you have completed the template, please review your data for completeness and accuracy. For assistance,
     review the Import Tips tab prior to submitting the data to EPA.        Click here to view Import Tips
  8. Save your import template and send the completed spreadsheet to Be sure to
     include the words "Portfolio Manager Import" in the subject of the e-mail. Your data will be reviewed and validated
     and you will be contacted within 5 business days of receipt if any problems are identified that require further clarification.
Is This An Existing
    Account ?         User Name   Password Verification Question
Password Verification Answer   First Name   Last Name
Organization   Address   City   State   Zip
E-mail   Which best describes your job title?
                                    Indicate your organization's annual activity for each of the
What is the primary business or
 service of your organization?    Manage/Upgrade:               Own
 nnual activity for each of the

               Facility Name            Street Address             City        State         County   ZIP Code     Built
Sample Warehouse               134 Sample Drive          Fairfax          VA           Fairfax        22031      1985
                         Property type                      Country       Nearest City
A single facility with more than 90% ownership/management United States
               Facility Name             Space Name      Type
Sample Warehouse               Space 1                Refrigerated
 Gross Floor   Operating    Number of Walk-In Coolers & Warehouse
     Area       Hours        Workers      Freezers        Lighting    % AC   % Heated
25000        65            13         3                 Yes        60        100
             Facility Name   Energy Meter ID   Energy Type   Energy Unit
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             E223-4555         Electricity   kWh
Sample Warehouse             G239-4565         Natural Gas   ccf
Sample Warehouse             G239-4565         Natural Gas   ccf
Sample Warehouse             G239-4565         Natural Gas   ccf
Sample Warehouse             G239-4565         Natural Gas   ccf
   Start Date    End Date     Consumption   Energy Cost
2/1/2001        2/28/2001    73489          3520
1/1/2001        1/31/2001    73826          3580
12/1/2000       12/31/2000   73456          3485
11/1/2000       11/30/2000   73623          3259
10/1/2000       10/31/2000   73518          3325
9/1/2000        9/30/2000    73794          3450
8/1/2000        8/31/2000    73725          3440
7/1/2000        7/31/2000    73676          3250
6/1/2000        6/30/2000    70942          3350
5/1/2000        5/31/2000    70832          3458
4/1/2000        4/30/2000    73519          3352
3/1/2000        3/31/2000    73811          3348
2/1/2001        2/28/2001    4478           1565
1/1/2001        1/31/2001    4158           1050
12/1/2000       12/31/2000   4156           1050
11/1/2000       11/30/2000   3802           850
      Facility Name   Water Meter ID   Water Type   Water Unit   Start Date
Sample Warehouse      W59060           Indoor       kGal         8/21/2003
End Date        Consumption    Water Cost
9/21/2003   1                 63.21
                                                                Non-Enclosed Parking
                                       Enclosed Parking Floor     Floor Area (with a
     Facility Name        Space Name           Area                     Roof)
Sample Warehouse     Garage 1
Open Parking Floor Area
      (No Roof)         Hours of Access/Week
      Facility Name          Space Name   Floor Area
Sample Warehouse      Data Center 1
Weekly Hours
                                          Tips for a Successful Import
The following is a list of common problems that have been encountered during the data input process. These issues
have caused data to be returned to the originator for correction and re-submission. Please check for these problems
prior to submission to reduce the chance of data problems that will require resolution and re-submission of data.
    Click here to return to Instructions

Facility names on the Facilities tab must be unique. Make sure that you do not have any cases where Facilities have the same
name but different address information.

Facility Names must be identical from one tab to another. The spreadsheet will automatically capture the correct name from the
Facilities tab and insert them into the other tabs. If you are copying data from another source, be sure that all Facilities are
referred to consistently (additional spaces, commas, periods and name abbreviations are common culprits).

Facility Names cannot exceed 60 characters in length.

For each Space type, please fill in the name of the space within your facility.
Be sure to fill out the Facility City, State and ZIP separately. Depending on the format you may be copying from, the city and state
may be combined in a single cell. This will cause problems with the display of address data in Portfolio Manager.

Numeric values must not include formatting such as commas, dollar signs or percent signs.
All items with a valid list of options must use a value from the list in order for Portfolio Manager to recognize the value. This
includes items such as the Energy Type, Energy Units, etc.
Energy data must be entered by energy meter, and if you are providing monthly energy data, there should be multiple rows of
energy data per energy meter. Do not use a different meter ID for each month of energy data.
Make sure electric and gas entries listed do not have the same meter identifier. Each energy type for a Facility needs to be listed
under a separate meter ID. Please do not use the same meter ID (name) in multiple Facilities.
The Meter ID cannot exceed 20 characters in length.
Be sure that the date ranges for energy use are valid. The Start Date must be prior to the End Date, and the total period covered
should not exceed one year. For electric meters, each period cannot exceed 65 days.

Description: Warehouse Receipt Template document sample