Sample account

See what your portal looks like

This is a sample account, not real data. Example Property Group has five made-up buildings, each at a different stage of its Tier 2 filing, so you can see the whole journey: what the owner does, what we do, and where each filing stands. Click around and try the steps; nothing you do here is saved or sent.

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Five buildings, five stages

Each sample building is at a different point of its filing. Open one to see that stage from the inside.

Your portal · Example Property GroupSample, not real data

Help

Answers about using the portal, and how to reach us.

Email us

One inbox for everything; say which building it's about. We reply within one business day.

Ask the help assistant

"Ask for help", bottom right of any page. It knows where your buildings stand. Tell it what's not working and it reports it to our team, checks your account and walks you through the fix. Add your phone number on a support ticket and we'll contact you within a couple of hours.

Book a call

Pick a time for a free 15, 30 or 60 minute call with us.

Getting started

What are the steps for each building?

Each building's page lists its steps in order: what applies to your building (a few yes or no questions), owner details, signing the agreement and authorization letter, your energy data (connect your utility, or type the account number), your HVAC company's latest service report or photos of the equipment, and a few questions. Then you confirm your price and pay the deposit, which sends the plans we prepare to a Qualified Energy Manager (QEM) for review. You sign your Energy Management Plan, and we file with Commerce. The second payment is invoiced when we submit your filing to Commerce, or 3 weeks after your plans go to your QEM if you use your own (whichever is first). A step with a check mark is done.

Will you send me status updates?

Yes. On the 1st of each month your account's admins get one email with every building's stage, anything waiting on you, and the dates ahead. Between those, we email whoever can act on a step when it's waiting on them.

What do I need to have ready?

The owner's legal name and mailing address, who signs for the owner, your utility login or account numbers (a bill only if neither works), and your HVAC company's latest service report (or someone who can take photos of the equipment). Most steps can be done in any order, and you can skip one and come back.

What does "Next for you" mean?

It's the one thing we need from you on that building right now. When it says we're working on it, nothing is needed from you.

Do I lose my answers if I close the page?

No. What you type is kept as a draft as you go, even if the page closes or your device restarts. Press "Save and finish later" any time. On a building's pages, your answers also follow you to another device when you sign in. A step is done once you press its Save button.

I manage many buildings. Is there a faster way?

Yes. Upload a spreadsheet of your buildings, with owner and signer columns if you have them. Then use the Portfolio table, sign several buildings at once, pay several deposits in one checkout, fill in owner details once for several buildings, and upload many bills at once. They are in the menu under Work in bulk.

Signing and paying

Someone else signs for the owner. What do I do?

Name them in Owner details, with their email. We email them a link to sign as soon as the documents are ready: it works once, for 14 days, with no account needed. The Sign step sends it again if they need a new one. If you sign in their place, tick the box saying you're authorized to.

Which utility forms do I sign?

Just the authorization letter. It's your OK for each utility to send us the building's energy data. You only sign a utility's own form if that utility refuses the letter, and we'll tell you if it does.

When and how do I pay?

Half of the fee once your building's information is in and your price is confirmed (before the engineer's review), and half when we submit your filing to Commerce, or 3 weeks after your plans go to your QEM if you use your own (whichever is first), whether or not the utility pays the incentive. Using your own QEM? We still prepare everything and submit the filing for you; your QEM reviews the plans and signs. Or pay the whole fee at checkout and save $0.02 per sq ft. Pay on each building's page by bank or card, or press "Email me an invoice" there if a finance office pays it. The Billing page shows every building's fee, what's paid, and what's due.

Where are my signed documents?

On each building's Documents tab. We also email you a copy when something is signed.

How do I stop or cancel a building?

Ask the help assistant (the Ask for help button on every page) to cancel or stop. It shows a short form: tick the building or buildings, pick a reason, add a note if you like, and send it. Reminders stop, and we reply by email. Nothing is cancelled or refunded until we do.

Bills, data and photos

What if a bill won't read?

It stays listed on the Bills step with a short form under it. Type the account details there. You can also skip bills: type the utility and account number under "Type your account number" and we ask the utility for up to 24 months.

How many months of energy data do you need?

12 months in a row for every fuel, from the last 2 years: that's what Commerce asks for. We ask the utility for up to 24 so a missing or estimated month never holds up your filing. If you upload bills instead, one recent bill per account usually does it, because its usage chart shows the past year.

Tenants pay their own utility bills. What then?

Tell us on the Questions step. Your signed authorization letter lets us ask the utility for the whole building's total, so there's usually nothing more to do. If a utility won't send it, we'll tell you what it needs.

I'm not at the building. How do the equipment photos get taken?

On the Photos step, send a guided capture link to whoever is at the building. They open it on their phone, with no login, and it walks them through each label.

Your account and team

Can I earn money by referring someone?

Yes. Open Refer and earn in the menu and copy your link. When a company signs up through it, you earn 15% of every payment they make to us for their buildings. That page shows who signed up and what you've earned.

How do I add people from my team?

Account admins invite people from the Team page and choose each person's role, what they can do, and which buildings they see.

How do I stop the reminder emails?

Reminders come every 3 days at first, then weekly. Press "Pause these reminders" at the bottom of any reminder, or open Account settings and use Email reminders. Turn them back on from the same place. A second payment that's due is still emailed.

How do I change my name, email or password?

On a computer, open the menu under your name at the bottom left. On a phone, tap More at the bottom of the screen, then your name. Then choose Account settings.

What your QEM checks

Before signing, the QEM checks every item Commerce requires against real evidence: a bill, a service record, a signed form. Green means the proof is on file; amber means it's the owner's word only so far; red means it's still missing.

11 with proof1 on the owner's word3 missing

Energy Manager named EMP 5.1.1, 5.3Missing
No Energy Manager · On the form: 5.1.1, 5.3 left blank on CBPS 022 (no proof)
Monthly energy use tracked (12+ months) EMP 5.1.2.1, 5.2Proof on file
Portfolio Manager property shared with Commerce · On the form: 5.1.2.1, 5.2 ticked on CBPS 022
Measured EUI from Portfolio Manager EMP 5.1.2.2Missing
No measured EUI yet · On the form: 5.1.2.2 left blank on CBPS 022 (no proof)
Annual comparisons (N/A in the first year) EMP 5.1.2.3, 5.1.2.4Proof on file
Marked N/A: first year of data · On the form: 5.1.2.3, 5.1.2.4 marked N/A on CBPS 022
Energy use intensity target set EMP EUItNot set
Not saved yet: Commerce's tables give 59.3 for the owner's activities
O&M staff training EMP 5.1.2.9Proof on file
Done by Example Mechanical (licensed service company) · On the form: 5.1.2.9 ticked on CBPS 022
Capital replacement plan (equipment ages) EMP 5.1.2.10Proof on file
4 items with year · On the form: 5.1.2.10 ticked on CBPS 022
Contacts EMP 5.1.2.11Missing
Owner details missing · On the form: 5.1.2.11 left blank on CBPS 022 (no proof)
Lighting schedule and survey EMP 5.1.2.12, 5.1.2.13Not required
Not required for Tier 2 (WSR 26-15-112, Exception 3) · On the form: 5.1.2.12, 5.1.2.13 left blank on CBPS 022 (not required)
O&M program implemented EMP 5.1.2.14Proof on file
Owner confirmed 2026-10-14; 0 maintenance record(s) from the last 12 months and 1 uploaded before we read records' dates, 0 dated task(s) on file · On the form: 5.1.2.14 ticked on CBPS 022
On-site generation answered EMP Section 1Proof on file
Owner says none
Equipment inventory O&M L2.1Owner's word
4 items, some typed in without a photo or record · On the form: L2.1 ticked on CBPS 023 on the owner's word
Who maintains what O&M L2.2Proof on file
Example Mechanical, per their records · On the form: L2.2 ticked on CBPS 023
Tasks and how often O&M L2.2.2 to L2.2.4Proof on file
4 tasks read from the service company's records · On the form: L2.2.2, L2.2.3, L2.2.4 ticked on CBPS 023
Records of maintenance done O&M L2.3Proof on file
0 record(s) from the last 12 months and 1 uploaded before we read records' dates · On the form: L2.3 ticked on CBPS 023
Set points and schedules O&M 6.4.1Proof on file
Both given · On the form: 6.4.1 ticked on CBPS 023
Program running before filing O&M ImplementationProof on file
Owner confirmed 2026-10-14; 0 maintenance record(s) from the last 12 months and 1 uploaded before we read records' dates, 0 dated task(s) on file · On the form: 6.3 ticked on CBPS 023

The Energy Management Plan we wrote

Written by us, as the Energy Manager the owner named, from the owner's answers. Then reviewed by the QEM before anyone signs.

Energy Management Plan

1200 Example Ave, Seattle, 98101 - prepared 2026-10-30

1. Purpose

This Energy Management Plan (EMP) is for 1200 Example Ave, Seattle, 98101 (Commerce Building ID 000000), owned by Example Holdings LLC. It meets Section 5 of the Clean Buildings Performance Standard (WAC 194-50, Tier 2).

2. Building summary

Building: Example Office Building, 1200 Example Ave, Seattle, 98101. Gross floor area 34,000 sq ft excluding parking. Year built 1987.

Activity types: Office 32,000 sq ft (55 hours/week).

Energy metering and fuels: Seattle City Light electric, account 201023774; Puget Sound Energy natural gas, account 221025406.

Heating, ventilation and air conditioning: Rooftop packaged unit RTU-1 Carrier 10 tons (2014); Rooftop packaged unit RTU-2 Carrier 10 tons (2014).

Domestic hot water: Gas water heater A.O. Smith 100 gal (2018).

Controls: Programmable thermostats Honeywell (2019).

Building envelope: Brick or concrete walls, double-pane windows.

Lighting: Mostly LED.

Refrigeration: None.

Set points: 70°F heat, 75°F cool, setback at night.

Schedules: Mon-Fri 7am-6pm, Sat 9am-1pm.

On-site generation: none.

3. Energy Manager (5.1.1, 5.3)

Example Holdings LLC designates Tier Two Partners (Contractor) as Energy Manager to develop and maintain this plan.

The Energy Manager keeps the Portfolio Manager records current, compares energy use to the target each year, reviews the O&M program, reports to the owner, and gives occupants access to this plan each year.

4. Energy accounting and monitoring (5.1.2.1 to 5.1.2.4, 5.2)

Energy use for every fuel is recorded monthly in ENERGY STAR Portfolio Manager (property 00000000), from utility data feeds or bills, and shared with the Department of Commerce.

Energy use intensity target (EUIt): 59.3 kBtu/sq ft/yr. Each year the Energy Manager documents the net energy use, EUI and weather-normalized EUI, and compares them to the target.

Baseline (the 12 months reported on Form C): measured site EUI not yet reported; weather-normalized site EUI not yet reported.

Utility	Fuel	Account
Seattle City Light	electric	201023774
Puget Sound Energy	natural gas	221025406

5. Tracking changes (5.1.2.5)

Baseline: about 140 occupants; schedules: Mon-Fri 7am-6pm, Sat 9am-1pm. The Energy Manager records changes in occupants, weekly operating hours, schedules and energy-using equipment that could change the EUI, with the date of each change.

6. Energy efficiency measures (5.1.2.6, 5.1.2.7)

No energy audit is required for Tier 2 and none was performed.

Measures already implemented in the last five years, as reported by the owner: LED lighting.

7. Occupant education (5.1.2.8)

Once a year, and when new tenants move in, the Energy Manager sends occupants a one-page guide: how to use thermostats and any operable windows, turning off lights and equipment when leaving, and who to call about comfort problems. A copy is kept with this plan.

8. O&M staff training (5.1.2.9)

Maintenance is performed by Example Mechanical. Staff or contractors are trained on the O&M program tasks, the control system schedules and set points, and the indoor comfort targets, when they start and when equipment changes.

9. Capital replacement plan (5.1.2.10)

When equipment fails or reaches the end of its life, it is replaced with ENERGY STAR or high-efficiency equipment meeting current federal, state and code requirements. Equipment at or past typical useful life:

None identified among equipment with a known age.

10. Contacts (5.1.2.11)

Building owner: Example Holdings LLC, pat@example.com
Energy Manager: Tier Two Partners
Maintenance: Example Mechanical
Compliance preparer: Tier Two Partners
Efficient-equipment suppliers and utility rebate programs: listed by the Energy Manager as they are used.

11. Lighting (5.1.2.12, 5.1.2.13)

Not required. WAC 194-50, Sections 5.1.2.12 and 5.1.2.13 as amended by WSR 26-15-112 (effective August 21, 2026), Exception 3: Tier 2 covered buildings.

12. Operations and maintenance (5.1.2.14)

The building's O&M program is a separate document (Section 6 and Annex L).

The owner confirmed on 2026-10-14 that this program is in place and being followed by Example Mechanical; the most recent recorded service was 2026-09-20.

13. Annual duties (5.1.3, 5.1.4)

The Energy Manager gives occupants and other stakeholders access to this plan every year.
The building owner reviews and signs this plan every year.

The operations and maintenance (O&M) program

Built from the owner's maintenance records and their service company's work. Commerce requires this program to already be running, not just written down, before a building can file.

Operations and Maintenance Program

1200 Example Ave, Seattle - eligible area 32,000 sq ft

1. Purpose and objectives (6.2, L2.2.1)

This Operations and Maintenance (O&M) program covers 1200 Example Ave, Seattle. It keeps building systems providing thermal and visual comfort, indoor air quality and energy efficiency over their service life.

Performance objectives: occupied space temperatures 70°F heat, 75°F cool, setback at night; ventilation per code during occupied hours; equipment off or set back outside occupied hours (Mon-Fri 7am-6pm, Sat 9am-1pm); energy use at or below the EUI target.

The owner confirmed on 2026-10-14 that this program is in place and being followed by Example Mechanical; the most recent recorded service was 2026-09-20.

2. Equipment inventory (L2.1)

System	Item	Make/model	Year	Size	Location
Heating, ventilation and air conditioning	Rooftop packaged unit RTU-1	Carrier 48TC	2014	10 tons, electric	Roof
Heating, ventilation and air conditioning	Rooftop packaged unit RTU-2	Carrier 48TC	2014	10 tons, electric	Roof
Domestic hot water	Gas water heater	A.O. Smith BTH-120	2018	100 gal, natural gas	Mechanical room
Controls	Programmable thermostats	Honeywell VisionPRO 8000	2019	electric	Each floor

3. Responsibilities (L2.2)

Maintenance is performed by Example Mechanical. The Energy Manager (Tier Two Partners) authorizes work, keeps the records, and reviews this program.

Current practice reported by the owner: Example Mechanical changes filters every quarter, services the rooftop units each spring and fall, and checks the water heater and thermostat schedules once a year.

4. Maintenance performed by Example Mechanical (6.3, L2.2.4)

These tasks are taken from the service provider's own maintenance records for this building. The category tables that follow add the remaining Annex L items and condition indicators.

Equipment	Task	Frequency
RTU-1, RTU-2	Replace filters	Quarterly
RTU-1, RTU-2	Check belts, clean condenser coils, check refrigerant	Semi-annual
Water heater	Flush tank, check burner and relief valve	Annual
Thermostats	Check occupied and unoccupied schedules	Quarterly

4.1 Heating, ventilation and air conditioning: tasks, frequencies, condition indicators (6.4.1, L2.2.2 to L2.2.4)

Task	Frequency	Unacceptable condition
Replace or clean air filters	Quarterly	Filter pressure drop above manufacturer limit, visible loading
Inspect belts, bearings, fans and motors; lubricate as required	Semi-annually	Noise, vibration, belt wear, high motor amps
Clean condenser and evaporator coils; check refrigerant charge	Annually	High head pressure, low capacity, frosting
Check economizer dampers and actuators for full travel	Semi-annually	Damper stuck or not modulating to outside air
Verify thermostat/controller schedules and set points	Quarterly	Unit running outside occupied hours

4.2 Domestic hot water: tasks, frequencies, condition indicators (6.4.1, L2.2.2 to L2.2.4)

Task	Frequency	Unacceptable condition
Flush tank and inspect anode	Annually	Sediment, rumbling, reduced recovery
Verify storage and delivery temperature set points	Semi-annually	Temperature above or below set point
Inspect recirculation pump and controls/timer	Semi-annually	Pump running 24/7 without need

4.3 Controls: tasks, frequencies, condition indicators (6.4.1, L2.2.2 to L2.2.4)

Task	Frequency	Unacceptable condition
Review schedules, set points and overrides; remove stale overrides	Quarterly	Equipment on outside schedule, manual overrides left on
Calibrate key sensors (space, supply air, outside air)	Annually	Sensor reading differs from reference by more than 2°F

4.4 Building envelope: tasks, frequencies, condition indicators (6.4.1, L2.2.2 to L2.2.4)

Task	Frequency	Unacceptable condition
Inspect doors, windows and weatherstripping; repair air leaks	Annually	Drafts, damaged seals, doors not closing
Inspect roof and insulation for damage or moisture	Annually	Wet insulation, roof membrane damage

4.5 Lighting: tasks, frequencies, condition indicators (6.4.1, L2.2.2 to L2.2.4)

Task	Frequency	Unacceptable condition
Check occupancy sensors, photocells and time clocks	Semi-annually	Lights on in unoccupied spaces or daytime
Replace failed lamps/drivers with equal or more efficient products	As needed	Failed or flickering fixtures

5. Access, changes and tenant improvements (6.4.2, 6.4.3, 6.5)

Safe and reasonable access is kept to all listed equipment for inspection, maintenance and repair.
This program is re-evaluated when the building's use changes or renovations affect its operation.
Tenant improvements that change space use or move partitions are reviewed by the Energy Manager so they don't raise net energy use beyond what the change in target allows.

6. Replacement policy (6.6)

Replacement HVAC, water heating, refrigeration equipment and appliances meet the most stringent efficiency requirements of federal and state equipment standards and the building code.
Replacement lighting meets the same requirements and does not increase installed lighting power unless light levels are below IES recommendations.

7. Documentation and tracking (L2.2.5, L2.3)

Each completed task is logged with the date, who did it, what was found and what was done, in the maintenance log kept with this program (paper or electronic).
Equipment past its useful life is flagged in the inventory.
If an unacceptable condition is found on two consecutive inspections, the owner or Energy Manager investigates the cause.
Emergency contacts and shut-off procedures are posted in the mechanical room and kept with this program.

8. Revisions (L2.4)

This program is reviewed and revised when the building or its use changes in a way that affects system performance, when components change, when a system can't meet its objectives, or when the maintenance provider recommends it.

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