Steps in HCR Benchmarking Program

Steps in HCR Benchmarking Program


New York State Homes & Community Renewal (HCR) is expanding the energy performance benchmarking program initiated in 2015 to record, track, and analyze energy usage.  Participation in benchmarking is required for the following properties in HCR portfolios:

  • Mitchell Lama properties
  • All projects certified by the Climate Bond Initiative as green or climate bonds
  • All applicants and projects financed with HFA Bonds, 4% tax credits and subsidy funds from the fall of 2019
  • Properties larger than 25,000 square feet and located outside of New York City that have received funds from the New York State Housing Trust Fund Corporation (HTFC).
  • All properties subject to New York City Local Law 84 may be requested to share data with the HCR Portfolio Manager account
  • Properties included in covered buildings list

The purpose of benchmarking the buildings within the HCR portfolio is to gain a better understanding of how the buildings use energy and water, and whether the energy efficiency measures that have been implemented within some of our buildings have realized their expected energy savings. It will also help us understand how buildings are performing compared to similar buildings in New York and in other states.

Most importantly, benchmarking is an essential first step to help owners and property managers to better understand and manage energy and water costs. Energy use data for your property listed above is due to HCR by May 1, 2020 to report the previous year’s energy use. HCR is requiring properties in the designated portfolios to benchmark energy usage using the U.S. Environmental Protection Agency (EPA) ENERGY STAR Portfolio Manager tool, an on-line energy tracking system.

The most efficient and accurate method of complying with this requirement for submitting energy usage is with a service provider that collects the data directly from the local utility company.  The cost for this service is offset by the benefits and potential savings and represents a modest operational expense, based on the number of buildings, or a given property’s utility accounts. The cost for the provider is an HCR approved operating expense.

  • Steps in HCR Benchmarking Program
  • A. Management Company/Owner of Properties in HCR Portfolio
  • B. HCR Staff and HCR Benchmarking Consultant
  • C. Benchmarking Service Providers retained by Management Company
  • D. Documents to be Submitted
  • E. Benchmarking Resources:

A. Management Company/Owner of Properties in HCR Portfolio

  1. Select and hire a qualified benchmarking service provider, or renew an existing contract with a qualified benchmarking service provider.
  2. Collect basic property information and complete please complete the “HCR Provider Information Intake Form” as well as the “HCR Property Information Intake Form” so that HCR has a better understanding of the systems within your property.
  3. Submit the completed intake forms to HCR by March 1st of each year.
  4. Work with the benchmarking service provider to ensure access to utility accounts.
  5. Ensure that the data is submitted through Portfolio Manager to HCR by May 1st of each year.

B. HCR Staff and HCR Benchmarking Consultant

  1. Work with the owner/manager/housing companies to answer questions and ensure that the intake forms are properly completed by the March 1st deadline.
  2. Document compliance with HCR.

C. Benchmarking Service Providers retained by Management Company

  1. Create a Portfolio Manager account for the property and populate the account with the necessary physical characteristics (number of units, building size, etc.), create utility accounts and populate with monthly energy usage data from previous full calendar year, and the associated energy costs (upstate requirement only). This usage data should include, but not be limited to: all fuel usage (oil, gas, electricity, steam) and water for all owner-paid utilities and the respective costs for each utility (upstate only, downstate properties that are required to submit Local Law 84 information to NYC will follow the LL84 protocols and submit the same information to HCR which requires whole building usage.
  2. Perform quality assurance checks on the data to ensure all necessary energy and water data is included in the Portfolio Manager account.
  3. Ensure that the HCR Identification Number is entered into the proper data field.
  4. On an annual basis prior to May 1st of each year, share the data with HCR through the reporting link that will be provided.

D. Documents to be Submitted

E. Benchmarking Resources: