Contact EPA for transfer requests: include the name and address of the property, and the Portfolio Manager Property ID if you know it.
Rule for transferring properties:
- Different Organizations: EPA can transfer the property as long as we get permission from the "Property Data Administrator" (PDA) or someone else at the PDA's organization of record if they've left the organization. Once we have the PDA's permission, EPA will transfer the property to you on the PDA's behalf.
- Same Organization: If someone in your organization has left and you need you need access to a property they own, we can transfer it without PDA permission since you are within the same organization.
Why is this our rule? The individual who creates a property in Portfolio Manager is the "owner" of this property. We call this person the "Property Data Administrator" (PDA), and the PDA owns and retains all rights associated with property data. Once a property or account is transferred to a new individual, they will become the new PDA.
For the original owners: If you have sold a property, we recommend you make a copy of the property for your records (and change the name to indicate that it has been SOLD), then transfer the original version to the new owners to:
- Retain connections with the utility who may be automatically uploading energy data.
- Retain any ENERGY STAR Certifications associated with it.