• Tools and Templates

Multifamily Utility Benchmarking Plan Template

Date Published: April 2017



This optional tool is designed to help multifamily housing providers gather, manage, and maintain the information and data necessary to undertake utility benchmarking. The instructions and tips provided within the tool guide users to catalog their properties and portfolios appropriately so they can correctly set up and enter their property and utility data in ENERGY STAR® Portfolio Manager®. This tool even offers an automated data export feature directly into Portfolio Manager spreadsheet uploads, for users who choose this option for entering their utility benchmarking data into Portfolio Manager. Data maintained in this tool can also be imported directly into a Tenant-Paid Utility Data Sampling Calculator to help simplify the completion of that tool when it is needed.

This tool is a Microsoft Excel workbook with six worksheets and embedded functionality through formulas and macros. The first worksheet is unlocked to allow users to add additional rows to tables and resize rows for easier reading. The other five worksheets are locked to protect formulas and macros, but allow users to input data in necessary cells.

Additional guidance on how this tool can help with utility benchmarking in the multifamily sector can be found on HUD’s Multifamily Utility Benchmarking Toolkit.

Note: Persons using assistive technology may not be able to fully access information in this file. For assistance, contact info@hudexchange.info.

Resource Links

Tags: Utility Benchmarking
Author Organization
  • HUD
Resource Approver
  • HUD Approved