Portfolio Energy Planning

SustainErgy provides portfolio energy planning services to help organizations understand energy use across multiple facilities, establish clear priorities, and develop a coordinated, long-term approach to managing energy costs, performance, and emissions.

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Organizations with multiple buildings often struggle to manage energy strategically across their portfolios.

Common challenges include:

Data Fragmentation

Fragmented energy data across facilities and departments

Benchmark Inconsistency

Difficulty comparing performance between different building types

Resource Allocation Uncertainty

Uncertainty around where to focus limited resources for maximum impact

Strategic Planning Gap

Lack of a coordinated plan linking energy performance with capital planning

Portfolio energy planning addresses these challenges by creating a consistent, organization-wide view of energy performance and opportunities.

Clear & Consistent Planning

SustainErgy delivers portfolio energy planning as a structured, planning-level process focused on clarity, consistency, and informed decision-making.

Energy and facility data from across the portfolio is gathered and organized into a common framework.

Performance is normalized for factors such as weather, building size, and use to enable meaningful comparison.

Facilities are compared to one another and to relevant benchmarks to identify high-priority assets.

Potential operational, capital, and policy-level actions are identified at a high level across the portfolio.

Findings are organized into short-, medium-, and long-term priorities aligned with organizational goals and budgets.

Service Scope & Outputs

Portfolio energy planning services are tailored to the size and complexity of the building portfolio and may include:

Portfolio Data Integration

Consolidation and review of portfolio-wide energy and facility data

Baseline Development

Development of a portfolio energy performance baseline

Normalized Benchmarking

Normalized comparison of buildings by energy use, cost, and emissions

Strategic Opportunity Assessment

Identification of high-impact facilities and opportunity areas

Capital Planning Roadmap

High-level action roadmap aligned with capital planning and budgeting cycles

KPI & Tracking Framework

Performance indicators and tracking framework

Executive Reporting

Clear summary documentation suitable for senior leadership, council, and funding bodies

Services are provided at a strategic planning level and do not include detailed design, audits, or system-level engineering.