Four questions, answered building by building
Which of my properties are actually covered?
Every property screened against benchmarking, audit, retro-commissioning and building performance rules in each jurisdiction. Exempt properties are named as exempt, with the reason.
What is due, and when?
A deadline per property with the filing authority and current status, ordered so the closest deadline is the first thing your team sees.
What happens if we miss one?
Penalty exposure per property where the jurisdiction publishes one, plus the practical risks: permit delays, refinancing friction, tenant move-in timing.
What will it cost to comply?
Cost per obligation, so the portfolio can be budgeted in one cycle instead of handled one surprise at a time.
What it asks of you. About an hour of information, once. Everything after that is ours to run.
Thirty days, and the clock starts when two things arrive
The property list and the Portfolio Manager share are the only steps that can hold the timeline up. Everything after them is ours.
- Day 0
Kickoff call, 30 minutes. Confirm the portfolio, the access, and who does what.
- Week 1
You send the five items. We accept the Portfolio Manager share.
- Week 2
We screen every property against every applicable law and reconcile to your tracker.
- Week 3
Review call, 45 minutes. Findings, differences we found, open questions.
- Day 30
Foundation delivered. Your workspace is live for your team.
What we need, and what we do not
What we need from you
- 1
Property list
Address, ownership entity and square footage for every property, including anything acquired or sold in the last 24 months. Coverage turns on address and size, so a missing property is a missing deadline.
- 2
ENERGY STAR Portfolio Manager share
Read only, to the Vert Energy Group account. This gives us your building types, floor areas and benchmarking history instead of rebuilding them.
- 3
Your current compliance tracker
Spreadsheet or otherwise. We reconcile it against our findings and show you every difference rather than quietly overwriting your record.
- 4
Work already done or underway
Benchmarking, audits, retro-commissioning, BPS filings and capital projects, going back three years. Anything we cannot see we treat as not started, and neither of us wants to call a finished project a missed deadline.
- 5
Contacts
One person per region who knows the buildings, and the person who approves compliance spending.
What we do not need
- Utility bills. Consumption comes through Portfolio Manager.
- Clean data. Gaps and disagreements are what the reconciliation is for.
- A commitment to engineering work. The Foundation tells you what is required and what it costs. What you do about it is a separate decision, made with the numbers in front of you.
Before you send anything. We confirm what counts as your portfolio today, who administers your Portfolio Manager account, what is already in flight, and which deadlines concern you most. The point: you send data once and we never ask twice.
After we have screened everything. By then the questions are specific: a building whose floor area differs between sources, a property that appears exempt, an obligation your tracker shows as filed that the city has no record of. Worth your team's time, asked once, with findings in front of both sides.
The Foundation is the starting point, not the whole of it
From the day it is delivered, that record stays live in VertBuild and your team works from it.
Every requirement tracked, per property
Not a list of laws. A list of your buildings and what each one owes, with status on every obligation: not started, underway, complete, or exempt with the reason.
A decision on every obligation
We handle it, your team handles it, or it does not apply. Nothing sits undecided, which is where missed deadlines come from.
Work started from the same screen
When an obligation needs real work the price is shown, you approve, and it becomes a live project with a date. No proposal cycle, no chasing a scope document.
Evidence and filings in one place
Reports, confirmations and filing receipts stored against the property that produced them, so the proof of compliance is where the obligation is.
Deadline monitoring on every building
Including the buildings with nothing due this year. Coverage changes when a rule changes or a building crosses a size or use threshold, and that is exactly when portfolios get caught out.
A named person, and exceptions only
One accountable contact who knows your portfolio. Routine compliance runs without you. You are brought in for budget, authority, access or a strategic call.
Where the work goes
Illustrative. Today most of the effort is the first three. Under the managed service it moves to us, and your team keeps the last one.
Same record, same platform. Different amount of you.
Every level uses the same record and the same platform. What changes is how much your team does.
Done By You
You work the obligations, we keep the system accurate.
- Platform access and portfolio visibility
- Alerts, deadline tracking and task tracking
- Document storage and self-service reporting
- Data-quality alerts with guidance
- Your team manages execution and vendors
Done With You
We prepare and review, your team files.
- Everything in Done By You
- Compliance management support and expert guidance
- Regular working sessions and portfolio reviews
- Human review of major red flags and data-quality issues
Done For You
We operate the compliance program end to end, coordinate the vendors, and are accountable for the deadlines in our scope.
- Everything in Done With You
- A dedicated compliance manager who knows your portfolio
- We coordinate your property managers and vendor teams directly
- We collect evidence, chase documents and report status proactively
- Engineering QA review of technical reports before submission
- Penalty Protection on eligible work we control
Buildings with no current requirement sit in monitoring status, so a new law never catches you unaware. Engineering, audit and project work are separately scoped and priced.
The ones people actually ask
“What if the data we send you is wrong?”
Expected. The reconciliation step exists to find it. We show you every difference between your record, ours, and the city's, and you decide which is right before anything is filed.
“What if we already have vendors we like?”
Keep them. The platform tracks work regardless of who performs it. Where we quote the work ourselves you see the price before you approve anything.
Penalty Protection
It follows control, which means it applies to the work we operate.
What it covers
- Covered process misses we cause, such as a filing or reporting deadline in our scope
- Per property, capped at twelve months of that property's managed service fee
What it does not
- Performance outcomes under a regulation or a BPS target
- Failures by vendors you select and control
- Obligations outside the scope we operate
How a claim works
- Client duties, a claims process and final legal terms apply
- We walk you through the terms before you commit to anything
Reserve one of the five founding places
Your 360° Compliance Foundation fee is waived. We will be in touch to schedule your 30 minute kickoff.