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 assemble into the register.
See which rules apply, layer by layer
Benchmarking, building performance standards, audits, and deadlines do not share one map. The Foundation stacks them so your team sees the full picture in one place.
Layout example. Toggle layers to see how obligations stack by jurisdiction. Your map is built from your portfolio.
From scattered trackers to ranked exposure and gaps
Exposure, deadlines, and ranked gaps in one view so budgeting decisions start from evidence rather than estimates.
Layout example. Your figures are produced from your own portfolio during onboarding.
About 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.
Six Foundation deliverables, every one per building
The register is what those six deliverables look like together: one board per portfolio with requirements, dates, status, costs, and penalty exposure.
| Property | Requirement | Due | Status | Est. cost | Penalty exposure |
|---|---|---|---|---|---|
| Property A | BPS report | Jun 1 | Overdue | $18.5k | $125k |
| Property B | Energy audit | Oct 1 | Due soon | $9.2k | $48k |
| Property C | Benchmarking | Dec 31 | Due soon | $2.4k | $12k |
| Property D | BPS report | Filed | Complete | $14.2k | $0 |
| Property E | Retro-Cx | Mar 15 | Due soon | $27.5k | $89k |
| Property F | Exempt | n/a | No action | n/a | $0 |
Layout example. Your figures are produced from your own portfolio during onboarding.
- 01Utility Data and ENERGY STAR Setup
We aggregate 12 months of utility data and set up Portfolio Manager for every building.
- 02Confirmed laws
Every regulation confirmed by jurisdiction and building. No ambiguous rules.
- 03Deadline calendar
A master calendar of audit, report and carbon-cap dates, by site.
- 04Estimated Compliance Costs
A line-item forecast of audits, certifications and upgrade capital.
- 05Estimated Penalties
Projected exposure for each building if no action is taken, year by year.
- 06Roadmap and Financial Impact Analysis
Prioritized quick wins and a three-year strategy, delivered with the record.
Ongoing Compliance System
After Foundation, keep the same register. Choose how work gets done: your team in-house, your existing vendors, or Vert. Three operating models from hands-on to hands-off. Nothing below is included in the Foundation / founding offer.
Same record, same platform. Different amount of you.
Done By You, Done With You, and Done For You keep the Foundation record running. None of the three is part of the founding offer, and there is nothing to choose today.
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
We put skin in the game so you can sleep.
Our job is to keep every obligation on time, whether your team runs the work, a third-party engineer does, or we do. If a violation results from our negligence or our failure to finish the agreed scope on time, we pay the fine on your behalf.
Skin in the game
We put money where our mouth is. A covered process miss we cause is our cost, not yours.
On time by design
Deadlines, follow-ups, and the property list. We chase what we need so nothing slips because nobody asked.
If we miss it, we pay
A filing or reporting deadline we own, a follow-up we skipped, a property we missed on the list. Covered process misses we cause, in our scope.
Applies to the agreed scope of work in your signed Vert proposal, where full terms and limits are listed. Not included in the Foundation. We are not responsible for violations caused by delays in implementing RCx corrections or other factors outside our control.
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.
“Who on our side actually has to be involved?”
Two calls and one round of information. After that you are brought in for budget, access, authority or a strategic call, and nothing else.
“We already have a compliance tracker. Why would we need this?”
Most trackers cover benchmarking and stop there. Audits, retro-commissioning, BPS filings and capital work usually live somewhere else, which is exactly where deadlines go missing.
“Our budget for this year is already allocated.”
That is the normal answer, and it is why the Foundation exists first. It produces the number before your next budget locks, so the decision is made with figures rather than estimates.
“What happens to buildings that are not covered by anything today?”
They sit in monitoring. Coverage changes when a rule changes or a building crosses a size or use threshold, and that is exactly when portfolios get caught out.
Request Early Access for budgeting
Request Early Access to the one-time 360° Compliance Foundation Founding Partner setup. FREE for the first 5 partners: setup waived, early VertBuild access, founding input.
- ✓ Coverage, deadlines, and exposure register per building
- ✓ Six Foundation deliverables in about 30 days
- ✓ Not Done For You or Penalty Protection signup