You do not need a service. Owners can file themselves. A service makes sense when you want to hand off utility data requests, Portfolio Manager setup, yearly resubmission and error fixes, especially across several buildings.
See who can file an AB 802 report and how to comply with AB 802.
What does filing yourself involve?
Opening a Portfolio Manager account, entering each building, requesting 12 months of utility data, uploading it, running the data quality checker, adding the benchmarking reference number, and submitting through the CEC link by June 1. You repeat the update every year.
When is doing it yourself a good choice?
You have one or a few buildings, your utility sends data to Portfolio Manager automatically, and someone on your team is comfortable with the tool. It takes staff time.
When does a service make sense?
You have many buildings, your utilities require manual requests, tenants control some accounts, you have had data or BRN errors, or you simply would rather not own the yearly task. Services differ in what they include, so ask what is covered: utility data requests, Portfolio Manager entry, CEC submission, and help with notices.
How does Beacon fit in?
Beacon is a managed service. It sets up the Portfolio Manager account, connects the building's utilities, uploads data monthly and tracks compliance status. It is a private company and is not the CEC.
What should I ask any provider?
What exactly do you file, and do you submit to the CEC under my written authorization? What happens if the data is wrong or late? Who keeps access to my Portfolio Manager account if I leave?
Frequently asked questions
Is it legal to file myself?
Yes. The building owner or an authorized agent may file.
Does hiring a service change my legal responsibility?
The CEC FAQ places the duty on the owner and says anyone authorized by the owner may do the work. Ask your provider and counsel how responsibilities are shared.
Can the CEC benchmark my building for me?
No. The CEC states it cannot benchmark and report your building.
Sources
Beacon is a private benchmarking service provider and is not the California Energy Commission (CEC).
