For engineering firms, Qualified Persons, and energy coaches
License Threshold, and start every engagement with the record already built.
Your team keeps the engineering judgment, the client relationship, and the attestation. Threshold adds a quality-control step and automated reporting to your existing Portfolio Manager workflow, and selected licensees receive referrals from building owners who need their services.
Fits your Portfolio Manager workflow
Import an ENERGY STAR Portfolio Manager export for one property or a whole portfolio, or a CSV. Re-import a fresh export and the bills update; any decision on a changed bill is withdrawn for review.
Bill review with a record
Threshold flags bills that differ from the same meter's other bills. Keep, flag, or correct each one with a note; every correction keeps the original and corrected figures, the justification, and who made it, and doubles as the list of what to fix in Portfolio Manager.
Analysis from the cleaned bills
Guideline 14 weather-normalized baselines; each fuel's cold-responsive, warm-responsive, and base load; EUI and GHGI screened against CBPS and BEPS targets; the performance gap; deadline and penalty exposure; penalty avoided per dollar of a priced scope; and a short survey that screens pathways and end-use deductions.
Built for analyst and QP teams
Analysts and QPs work on the same client portfolio. The system checks roles of record against credentials, and it time-stamps and attributes every decision. Editable Word, PDF, and Excel reports go to the QP as a draft record; the QP reviews it, then prepares, signs, and files the compliance documentation.
Referrals from this site
Referral eligibility is selective. Owners who request a team here are pointed to up to three eligible licensees by standard, building type, location, and scope, and choose who to talk to. No referral fees in either direction.
Support from me
Onboarding, subconsulting on the advisory scope, and the Qualified Person role when a project needs one.
Your data stays yours. Each firm works in its own private instance and database, and only people the firm adds can sign in. Data is encrypted at rest and in transit, user activity is logged, and each instance is backed up daily, weekly, and monthly, with the oldest backups kept 89 days. At the end of an engagement, you download a complete export, and the data is deleted within thirty days.