Here is a checklist for the required documents and the steps to complete the data verification process.

PRO TIP- you can generate the Verification Checklist yourself and ensure that the data and documents match before enlisting a verifier. This makes it a quick and cost-effective process.

Required Documents Checklist

While performing your yearly benchmarking, keep and organize the following documents to share with your chosen Data Verifier:

• Building Documentation: Collect blueprints, as-built drawings, or other official documents to verify the total Gross Floor Area.
• Property Address List: A complete list of all addresses and/or individual units within the property.
• Utility Bills: Copies of all utility bills (for all fuel types) for the entire verification year.
• Meter Information: The total number of utility meters, categorized by fuel type.

Verification Process Checklist

The verification process is completed electronically through Energy Star Portfolio Manager (ESPM).

• Step 1: Connect with a Verifier in ESPM.
  • Confirm your selected Data Verifier has an ESPM account.
  • Add the verifier as a contact in your ESPM account using their username or email.
  • Wait for the verifier to accept your connection request.
• Step 2: Share Your Property.
  • From your ESPM dashboard, share your property with the connected verifier.
  • Grant them “Full Access” to allow them to review data and complete the required checklist.
• Step 3: Verifier Reviews Data & Completes Checklist.
  • The verifier will generate the “Data Verification Checklist” from the Reporting tab in their ESPM account.
  • They will review your building’s data for accuracy.
  • If errors are found, the verifier will work with you to make corrections in ESPM.
  • The verifier will sign the final page of the checklist.
• Step 4: Final Electronic Submission.
  • The Data Verifier will enter their credentials into the “Verification” section of your property’s “Details” tab in ESPM.
  • Once the verifier saves this information, the process is complete and the verification is automatically submitted.