GRESB User Guide

About this Document

This document describes how organizations can use the Stream GRESB module to submit annual sustainability reports to GRESB, a global program for ESG performance assessment and peer benchmarking for owners and managers of real estate and infrastructure assets.

Where to Get Support

Email energysupport@brightlysoftware.com.

Key Terms

The terms listed below are used in this document.

Term	Description
Asset	A building or complex of buildings which will be reported to GRESB as a single unit.
Data Coverage	The percentage of energy, GHG, water, or waste consumption for a building (or portfolio) that is accounted for and reported in a GRESB submission.
Entity	An organization or a collection of assets that represent a distinct investable fund within an organization's management.
EPI	Environmental Performance Indicator
ESG	Environmental, Social, and Governance
GHG	Greenhouse Gas
GRESB Asset Spreadsheet	An Excel spreadsheet provided by GRESB for manual data collection
GRESB Portal	The online GRESB assessment and reporting portal at https://portal.gresb.com/
Scope 1 Emissions	Direct emissions from an organization's operations, such as fuel combustion and process emissions.
Scope 2 Emissions	Indirect emissions from an organization's operations, such as electricity and heat consumption.
Scope 3 Emissions	Indirect emissions from an organization's value chain, such as tenant energy usage and commuting emissions.
Service Area	The part of an Asset that a utility account services (Whole Building, Common Area, Shared Services, Tenant or Outdoor)
Stream	The Brightly suite of energy and sustainability management software and services.
Stream GRESB	A Stream module that streamlines and facilitates the submission of benchmarking data to GRESB.
Submission	A packaged collection of data sent to GRESB for evaluation.
Sustainability	The ability of an organization to meet its current needs without compromising the ability of future generations to meet their own needs.
Sync	Send the prepared Asset data to GRESB portal.
Validation	The result of submitting Asset Data to the GRESB Portal. This can be either a validation success or a validation error, with a message indicating the nature of the error.

About GRESB

GRESB (formerly known as Global Real Estate Sustainability Benchmark) is a globally recognized benchmark for assessing the environmental, social, and governance (ESG) performance of real estate assets. It is a voluntary, industry-led initiative that aims to provide a comprehensive framework for evaluating the sustainability performance of real estate companies, funds, and assets. By submitting a GRESB assessment, organizations can demonstrate their commitment to sustainability and compare their performance with industry peers.

 

GRESB rankings are used by organizations to demonstrate their commitment to sustainability and to compare their performance with industry peers. The rankings are based on a comprehensive assessment of a company's ESG performance, including energy efficiency, GHG emissions, water usage, waste management, and social and governance practices.

How It Works

To obtain a GRESB ranking, organizations submit their ESG performance data to an online portal. The data is then validated and scored using a set of predetermined criteria. GRESB uses a 5-star ranking system to evaluate the sustainability performance of real estate and infrastructure investments. The ranking is determined based on a participant’s score, which is derived from the GRESB assessment. Participants scoring within the top 20% receive a 5-star rating, while the rest receive between 1 and 4 stars depending on their relative position within the dataset. This star rating system helps investors and other stakeholders quickly understand the sustainability performance of the assessed companies and funds relative to their peers.

Assessment Criteria

The GRESB Real Estate Assessment is a global program for the ESG benchmarking and reporting of listed property companies, private property funds, developers, and investors that invest directly in real estate. The Assessment evaluates performance against three ESG Components: Management, Performance, and Development. The methodology is consistent across regions, investment vehicles, and property types, and it aligns with international reporting frameworks such as TCFD, GRI, and PRI.

 

The GRESB Real Estate Assessment provides investors with actionable information and tools to monitor and manage the ESG risks and opportunities of their investments, and to prepare for increasingly rigorous ESG obligations. Assessment participants receive comparative business intelligence on where they stand against their peers, a roadmap of potential actions for improving their ESG performance, and a communication platform to engage with investors.

 

The GRESB assessment criteria are divided into several sections, including:

 

• Asset Characteristics: This section includes data on the organization's assets, such as energy usage, water consumption, and waste management.

• Energy: This section includes data on the organization's energy usage, including energy sources, consumption, and efficiency measures.

• Water: This section includes data on the organization's water usage, including water sources, consumption, and efficiency measures.

• GHG Emissions: This section includes data on the organizations Scope 1, 2, and 3 emissions related to building operations.

• Waste: This section includes data on the organization's waste management practices, including waste generation, disposal, and recycling.

• Social and Governance: This section includes data on the organization's social and governance practices, including the following sub-components:

  • Environmental policies and procedures

  • Environmental training and awareness programs

  • Stakeholder engagement and communication

  •  

Organizations are scored on a scale of 0-100 for each sub-component, and the scores are then weighted and aggregated to produce an overall Environmental performance score. GRESB also provides a set of environmental performance indicators (EPIs) that allow companies and funds to track their environmental performance over time and compare themselves to peers.

Management Indicators

GRESB management indicators are used to assess an Entity’s management practices and governance structures around sustainability. These indicators account for 30 of the 100 overall GRESB points. GRESB management indicator scoring is based on the Entity’s responses to the GRESB management questionnaire, as part of the GRESB submission. The GRESB platform does not allow third-party systems (such as Stream) to submit management and development indicators. The management questionnaire must be answered directly within the GRESB portal.

Performance Indicators

GRESB performance indicators are used to assess an Entity’s sustainability performance and outcomes in key areas. These indicators account for 70 of the 100 overall GRESB points. The performance component consists of 28 indicators, categorized under 9 Aspects, which are described in the table below.

 

NOTE  Some indicators, such as Tenants & Community, and Data Monitoring & Review, must be provided to GRESB at the Entity level. Because Stream GRESB operates at the Asset level, these Entity-level indicators must be submitted directly to the GRESB Portal.

Measure	Total Points	Points Available in Stream Portal	Description
Building Certifications	10.5	10.5	Building certifications, such as LEED, BOMA Best, BREEAM, and ENERGY STAR.
Data Monitoring & Review	5.5	0	Review, verification and assurance of ESG data
Energy	14	14	Energy data coverage, performance improvements, the availability of like-for-like data, and renewable energy generation & consumption..
GHG Emissions	7	7	Greenhouse gas (GHG) emissions from energy sources, coverage of GHG data, and performance improvements.
Risk Assessment	9	6	Physical and transition risk factors, recent technical building assessment, and efficiency measures implemented.
Targets	2	0	Setting of portfolio-level targets and net zero goals.
Tenants & Community	11	0	Tenant and community, satisfaction, and engagement programs.
Waste	4	4	Waste (hazardous and non-hazardous) data coverage and proportion of waste by disposal route.
Water	7	7	Water data coverage, performance improvements, and use of reused or recycled water.

 

NOTE  Stream’s GRESB module allows you to submit the Asset-level performance indicators only. The GRESB platform does not allow third-party systems to submit management and development indicators or portfolio-level performance indicators.

GRESB Entities

In GRESB, an Entity typically represents an organization–or part of an organization such as an investment fund.

GRESB requires the Entity Name used for the submission to match the fund or company name for which the assessment is submitted. This GRESB's formal definition of Entity Name:

 

The fund or company name of the investable entity for which the assessment is submitted. In the case of listed companies, the entity name is the legal name of the organization, also used for identification on international stock exchanges. In the case of non-listed entities, the entity name identifies the investable portfolio for which the assessment is submitted.

GRESB Assets

An Asset generally refers to an individual building in a Real Estate Investment portfolio or fund. In practice, an Asset might represent a building or a collection of buildings, depending on how your organization has configured its assets in Stream. In this section, we will be using the terms “building” and “asset” interchangeably.

Asset Data: Overview

A GRESB Assessment submission requires an organization to collect characteristics and performance data for every asset in the portfolio.

The information required for a building is summarized below.

Characteristics

• Space – the term space refers to a distinct area within a building.

• Landlord and Tenant Control - Buildings may be entirely tenant controlled, or there may be a mix of landlord-controlled and tenant-controlled spaces within the building. Certain metrics below may be collected and reported separately for landlord and tenant spaces.

• Asset Size - A building will have a total gross floor area (GFA) that depends on the sizes of the individual spaces within it.

• % of Ownership and Ownership Period – if a building is only partially owned by the reporting entity, or was only owned for part of the reporting period, its weighting in portfolio-wide scoring will be adjusted accordingly.

.

Metrics

• Consumption – A building consumes power and utilities to function, for example, electricity, natural gas, and water. Each building will have its own mix, and the cost of each consumable item will depend on where the building is located.

• Outputs – A building’s operations creates waste as well as GHG emissions (direct and indirect).

• Performance - water use efficiency, and energy use efficiency can be derived from consumption data and asset characteristics.

 

The diagram below is a high-level view of a building’s data which is used to calculate a GRESB score. This data includes measured values (known building characteristics or direct consumption measurements from metering or billing) and derived values (calculated from measured values).

 

Other values, not shown in the diagram above, include the following:

• Duration – GRESB uses a 12-month period for measurements and comparisons of building space, consumption, and creation. The current period is compared against the previous one to assess relative improvement.

• Ownership – It is common for building ownership to be shared through joint ownership, or for ownership to change during the reporting period via acquisition or divestment. For GRESB submissions, the measured and derived data are submitted based on full-building use, while ownership percentage is a relative weighting of the building in the portfolio score. Periods during which the building was not owned by the Entity are excluded, which also affects the relative weighting of the building for scoring purposes.

NOTE  For additional information please consult GRESB official scoring document.

Asset Data: Example

The table below is an example of the utilities consumed by the building depicted in the preceding diagram, calculated for one year. The building has 3 floors totaling 120,000 ft2, 450 occupants, and is owned by a single company.

 

Data Coverage

In a GRESB submission, coverage refers to the percentage of an asset’s energy, water, GHG (greenhouse gas), or waste data that is accounted for and reported in the submission. Coverage is an important metric in GRESB submissions because it helps to ensure that the reported data is comprehensive and accurate. A high coverage percentage for an individual asset or for the entity as a whole indicates that the reported data is representative of the asset’s (or entity’s) overall performance, while a low coverage percentage may indicate that there are gaps in the data or that the reported data may not be representative of true performance. A total of 19.5 points are attributed to data coverage in the GRESB score.

Data Estimation

GRESB allows data associated with a given service area and utility to be estimated under certain circumstances. Data must be otherwise unavailable and must not exceed 20% of the actual data available. I.E. For a building that was owned for the entire reporting year, if you have 10 months of data you can estimate the remaining 2 months of data. This can also be interpreted as ~17% of the entire year can be estimated. Stream’s UI presents this measure since it is generally more intuitive.

 

The Stream platform automatically handles any estimation as required.

 

Utilities and service areas without sufficient data must be listed as 0 data coverage, which will negatively impact your GRESB scoring.

Example

A building has three electrical accounts, with one meter for each. For various reasons, not all meter data was collected and therefore some was estimated. The table below shows how many billed versus estimated days of data were captured.

• Account #1: 365 days of data, 0 days estimated

• Account #2: 320 days of data, 45 days estimated

• Account #3: 260 days of data, 105 days estimated

 

The formula to calculate the percentage of estimated data is Days Estimated / Days of Data X 100.

In this case:

((0 + 45 + 105) / (365 + 320 + 260)) x 100 = 15.9%

Since only 15.9% of the data was estimated, this constitutes full tracking of the associated Service Area and Utility data. The average of the tracked versus untracked data determines the building’s overall coverage.

Stream GRESB

Stream GRESB is a Siemens/Brightly application that streamlines your organization’s environmental, social, and governance (ESG) reporting process. The image below shows an example of the current and previous year’s utility data of a building being prepared for submission by Stream GRESB.

 

GRESB Submission Process Overview

The process of a GRESB Stream/GRESB Portal submission is described in the table below.

 

Phase	Description
1	Link your Entity to Stream. See Linking Entities to Stream for details. This phase can be skipped if the Entity was previously submitted via Stream GRESB.
2	Update list of assets for Acquisitions and Dispositions using the Asset List Manager page.
3	Sync all buildings to Stream GRESB (on the Asset List Manager page).
4	Complete GRESB Survey and populate Building Certifications through the Surveys and Certifications modules of Stream (outside of Stream GRESB)
5	Using the Asset Detail Review page, for each Building: Review GRESB validation messages Review low coverage and large year-over-year changes in utility, GHG or Waste data. Confirm that the Asset is ready to submit in Stream
6	Confirm Entity submission readiness in the GRESB Portal.

Web Interface

Stream GRESB is a flexible and easy-to-use Web application that is available under the GRESB menu item (or just the GRESB icon when the Brightly sidebar menu is collapsed). The GRESB Asset List Manager and Asset Detail Review pages are available.

Asset List Manager

The Asset List Manager page allows you to select an Entity, add Assets to an Entity, remove Assets from an Entity, and change Asset ownership. You can also sync one or more Assets to the GRESB Portal.

Columns

The table below lists and describes the Asset List Manager columns.

Column	Description
Asset Name, Asset ID	Name and Unique Identifier of Asset in Stream GRESB
Province/State, City, Country	Geographic details
Size	Total area
Property Type	The GRESB property type, e.g., Office: High-rise, Office: low-rise
Ownership	Percentage owned (days owned x ownership amount)
Entity	Organization to which this Asset belongs
Approval Status	GRESB approval state in Stream, e.g., In Progress, Needs Review
Status	GRESB submission state, e.g., To Be Synced, Validation Error

Entity Button

The Entity button allows you to select an Entity to display its Assets. You can also choose to display all Assets that belong to an Entity, or all Assets that do not belong to any Entity. The latter shows Assets that are not part of any submissions (e.g., new acquisitions) and can potentially be assigned to one or more Entities.

Asset Options Button

The Asset Options allows you to change Asset ownership, add one or more Assets to an Entity, or remove one or more Assets from an Entity.

Syncing Asset Data

In Stream GRESB, a sync operation sends an Asset’s details to the GRESB Portal for evaluation. When the evaluation is completed, a status is returned to Stream GRESB. This could be a simple confirmation that the submitted data is fine, or one or more specific errors that need to be addressed, such as “Selected property type is invalid”.

Syncing occurs automatically every night, so the status of the data is never more than one day old. You can choose to sync data to the GRESB Portal on demand. This ensures the latest changes have been sent to the GRESB Portal and provides up-to-date validation errors from GRESB.

Sync to GRESB Button

The Sync to GRESB button lets you manually sync the selected Assets, or all Assets, that appear on the Asset List Manager page.

You will be prompted to confirm the Sync operation.

Asset Detail Review Page

The Asset Detail Review allows you choose an Entity to list the Assets that belong to it. It displays Asset characteristics such as Asset Name and City, as well as synchronization, validation, and approval states.

Columns

The table below lists and describes the Asset Detail Review columns.

Column	Description
Asset Name, Asset ID	Name and Unique Identifier of Asset in Stream GRESB
Province/State, City, Country	Geographic details
Property Type	Type of building, e.g., High-rise, low-rise
Status	GRESB submission state, e.g., To Be Synced, Validation Error
Approval Status	GRESB approval state, e.g., Submitted, Needs Review
YoY Trend	Change in energy consumption (eKWh) between base and reporting year
Validation errors	Number of current outstanding errors
Data coverage	Percentage of data provided (see Data Coverage for more details)

Column Filter Buttons

The filter icon beside a column heading lets you limit the displayed Assets based on that column. In the example below, the City column has “Toronto” selected, so only rows with an Asset in Toronto are displayed. You can apply more than one column filter at a time and all active filter icons will be highlighted.

 

Asset Review Panel

The Asset Review panel can be accessed by selecting any site from the list view and provides a multi-step form that walks through the GRESB Asset data collection process.

Asset Options Button (Confirming and Unlocking Assets)

The Asset Options lets you confirm and unlock one or more Assets in the Asset Detail Review list. See Asset Asset Confirmation for details on using the Asset Options button.

Sync to GRESB Button

The Sync to GRESB button lets you manually sync all Assets, or selected ones, on the Asset Detail Review page. See Asset Confirmation for details on the Sync to GRESB button.

Generating a GRESB Submission through Stream GRESB

The sections below will outline how to utilize the Stream GRESB module to generate a GRESB submission.

Managing Entities

Linking Entities to Stream

Linking a New Entity to Stream

There are several situations in which you would choose to link a new Entity:

• Your organization has not previously submitted to GRESB

• You do not wish to maintain the history of your submissions with GRESB

• You do not wish to link your official Entity to Stream GRESB

 

NOTE  Data can be synced and validated with Stream GRESB but not submitted to your official Entity on the GRESB Portal. The validated data can be exported to the Asset Spreadsheet and then uploaded to your official entity. With this approach, the Asset IDs would have to be modified.

Procedure

1. Create a GRESB account and create an Entity within the GRESB Portal.

2. Share access to this Entity with Brightly under Data Partner Access Right.
   

3. Inform your Brightly contact and they will link your Entity to Stream.

Linking an Existing Entity to Stream GRESB

If you have a GRESB entity and wish to maintain the history of your Assets, you can link that Entity to Stream. You will need to provide a list of buildings with their corresponding GRESB Asset IDs so our internal teams can link to existing Stream buildings.

NOTE  If this is not a 1-to-1 mapping with Stream GRESB buildings, then further details and clarifications will be required.

1. Log in to your GRESB account.

2. Share access to this Entity with Brightly under Data Partner Access Right.
   

3. Inform your Brightly contact and they will link your Entity to Stream GRESB.

Adding an Asset to an Entity

Follow the steps below to add an Asset to an Entity.

1. Navigate to the Asset List Manager page.
   

2. Click the Entity button, and then click Assets not in an Entity.
   

3. Select an Entity in the list, then click the Asset Options button.
   

4. Click Add to Entity, and then select an Entity from the Entity list.
   

5. Click Save.

Removing an Asset from an Entity

Follow the steps below to remove an Asset from an Entity.

 

1. Navigate to the Asset List Manager page.
   
   

2. Click the Entity button, and then click the target Entity (e.g., Demo Entity).
   
   

3. Click beside Asset Name, and then enter the name of the Asset you want to remove from this Entity.
   
   

4. Select the filtered Asset Name (e.g., 1748 BC), and then click on an empty area of the page.
   
   

5. Select the check box beside the target Asset, and then click the Asset Options button.
   
   

6. Click Remove from Entity, and then click Confirm.
   
   

7. To clear the filter, click beside Asset Name.
   
   

8. Click x to clear the filter, and then click on an empty area of the page.
   

Changing Asset Ownership Percentage

Follow the steps below to change the ownership of an Asset.

 

1. Navigate to the Asset List Manager page.
   
   

2. Click the Entity button, and then click the target Entity (e.g., Demo Entity).
   
   

3. Select the checkbox for the Asset whose ownership you want to modify.
   
   

4. Click Asset Options., and then click Change Ownership %.
   
   

5. Click Edit, and then modify the Ownership % as needed.
   
   

6. Click Save, and then Continue to confirm your changes, or click Cancel to exit without applying the change.
   
   

Managing Assets

Once an Asset has been assigned to an Entity and appears on the Asset Detail Review page, the review process can begin for that Asset. Each Asset must go through its own review process.

If you do not see a specific Asset, it may be assigned to a different Entity or not assigned to an Entity at all. See Adding an Asset to an Entity for more details.

Asset Configuration

The Asset Configuration stage is comprised of two steps: Utility Configuration and Data Sources. These steps are necessary for controlling what utility data represents and where it should be assigned in the final GRESB output. During this stage, we set aside the standard GRESB categorization and simply ask the following questions:

 

• What utility accounts represent the whole building consumption?

• Who controls the accounts?

• What do the accounts service?

•  

Based on the answers to these questions, account-level usage will be assigned to the correct GRESB classification and section. Follow the steps below to complete the Configuration stage of an Asset review.

 

1. Click on the desired Asset row to open the Asset Review panel.
   
   

2. For each utility type, select the correct option in the ‘Complete Utility Coverage?’ dropdown. For example, if there is a landlord electricity account tracked in Stream but there are also untracked tenant electricity accounts, select the Yes, but not all accounts in Stream option in the Electricity row.
   
   

3. If the account data has been verified, select Confirmed in the Confirmation Status column. If appropriate, enter any relevant details in the Notes field and then click Save. Click Cancel if no details are required.
   

   NOTE  The Confirmation Status value is for information only and does not impact the rest of the review process.
   

   

4. Click Save & Next to move on to Step 2 of the Configuration phase. Expand the Electricity row under Utility Type and review the details.
   
   

5. The Additional Data Sources section, which will populate if any utilities were marked as ‘Yes, but not all accounts in Stream’ or ‘No’ in the Utility Configuration section.
   
   

   1. Enter an account number for any utilities in the Additional Data Sources section. Select a value in the Controlled By column (e.g., Tenant), then select a value in the Service Area column (e.g., Outdoor), and then select a value in the Included in GRESB column (e.g., Yes).
      
      

   2. Expand the Electricity section, and then enter the Description, Effective Period, Base Year Consumption, and Reporting Year Consumption values.
      
      

      NOTE  This information is saved for future GRESB submission years. The Reporting Year Consumption becomes Base Year Consumption in the next year, so you will only need to collect the new year’s usage going forward.
      

6. Click Save & Next to move on to the Utilities page.

7. You can use the Configuration, Utilities, Emissions, and other buttons under the Characteristics tab to move around in the Asset Review Panel

GRESB Data Eligibility

The GRESB Data Eligibility column uses icons to indicate the amount of data coverage for each utility. Hovering over an icon displays the number of days covered in the base and reporting years.

 

 

See Data Coverage for details on how coverage is calculated.

Adding, Editing, and Deleting Notes

Follow the steps below to add, edit, and remove notes to a Utility Type on the Configuration screen.

NOTE  Each row has a single Notes field that can be edited repeatedly and up to 1000 characters.

1. Click Configuration on the Asset Review panel.
   
   

2. Click Notes + for the utility type you want to annotate (e.g., Electricity), and then enter the note.
   
   

3. Click Save to apply the note text. Note that the + icon has been replaced by the icon.
   
   

4. To edit or delete an existing message, click the pencil icon.
   
   

   1. Click Edit to modify the existing note, then click Save.
      
      

   2. Click Delete to remove the note content, and then click Delete again to confirm.
      
      

 

The following two examples show the asset configuration for different scenarios.

Configuration Example 1

All accounts are controlled by the landlord, who provides shared services, and all account data is in Stream.

Therefore, in Step 1:

• The Complete Utility Coverage option is set to Yes, all accounts are in Stream.

• The Confirmation Status option is Confirmed.

 

In Step 2, we see the results of our Step 1 choices: a single account for each Utility Type, controlled by a Landlord and that services common areas and shared services for tenants (i.e. Shared Services).

 

 

In standard GRESB categorization, this would be a “Whole Building” submission because there is only one service type (“Shared Services” and not, for example, “Shared Services” and “Tenant”).

NOTE  The exception is the “Outdoor” Service Area, which can be included as part of a Whole Building submission.

Configuration Example 2

In this example, there are multiple accounts with different service areas and not all account data is in Stream GRESB. Therefore, in Step 1:

 

Two of the Complete Utility Coverage options are set to Yes, but not all accounts are in Stream.

The Confirmation Status option is Confirmed

 

In Step 2, we see the results of our Step 1 choices. In this example, we have multiple accounts for each Utility Type, controlled by a mix of Landlord and Tenant, who are responsible for a range of Service Areas.

 

We also get an “Additional Data Sources” category that can be edited to represent utilities not tracked in Stream. For example, you could manually add tenant data that is collected annually.

 

In standard GRESB categorization, this would be a “Shared/Tenant/Common” submission.

Utilities

Utilities is the second stage of the Asset Review process and the data we provided during the Asset Configuration review gets translated into the standard GRESB categories. It summarizes Utility consumption for the Base and Reporting years and provides a detailed breakout by Utility Type and Service Area (e.g., Electricity for Tenant Controlled – Outdoor, and Whole Building).

Utilities Example 1

In Configuration Example 1, we had a single landlord providing shared services, and all account data is in Stream GRESB. The Utilities page below reflects this configuration. There is a single account for each utility type, with values for the base and reporting years. The Service Area column indicates this will be a “Whole Building” submission according to the standard GRESB categorization.

Utilities Example 2

In Configuration Example 2, we had a mix of landlord and tenant-controlled accounts across multiple Service Areas. The Utilities page below reflects this with a broad range of accounts for each Utility Type, each having values for the base and reporting years. The Service Area column indicates this will be a “Shared/Tenant/Common” submission according to the standards GRESB categorization. This requires all possible Utility categories to be included even when they have no data (e.g., 0 kWh, 0 m3).

Emissions

Emissions is the third stage of the Asset Review process. It summarizes Emissions for the Base and Reporting years, and provides a detailed breakout by Scope (e.g., Scope 1, Scope 2).

Insufficient Data

If there is not enough actual (as opposed to estimated) data to qualify for GRESB submission, it will be counted as 0 and displayed with strikethrough text, as shown below. This data will not be submitted and will count against your organization.

Waste

Waste is the fourth stage of the Asset Review process. It summarizes Waster for the Base and Reporting years, and provides detailed breakout by type (e.g., Landfill 1, Recycling).

Building Certifications

Certifications that have been awarded to this Asset are listed here. Currently, certifications can be edited in a separate Certification module, from which they are synced to Stream GRESB and then exported to the GRESB Asset Spreadsheet.

The functionality to edit certifications directly in the Stream GRESB module will be added in a future release

Measures

Surveys to collect technical building assessments and efficiency measures information can be assigned to each building through Stream’s Surveys module. Currently, all Survey answers will be synced to Stream GRESB and exported to the GRESB Asset Spreadsheet.

This functionality to edit measures directly in the Stream GRESB module will be added in a future release.

Asset Confirmation

Once you have reviewed all the Asset data, you are ready to validate that data and have it synced to the GRESB Portal. This is the seventh and final Asset Review stage.

NOTE  All Assets in an Entity have their data synced to the GRESB Portal every night. This gives Stream GRESB a daily indication of the state of each Asset’s data, as evaluated by the GRESB Portal and returned in the form of validation messages.

Follow the steps below to complete the Confirm stage of an Asset review.

 

1. Select the “I have reviewed” check box in the Final Sync and Approval section.
   
   

2. Click Confirm Data.
   
   

   NOTE  The Sync to GRESB button is temporarily unavailable because Asset data is automatically synced to GRESB when the data is confirmed.
   

3. If the GRESB Portal returns a successful validation status (no errors), the Asset status is set to Submitted and further syncing is blocked. The Asset data is automatically locked and submitted to GRESB when confirmed.

4. If the GRESB Portal returns a validation with errors, the Asset returns to an Unlocked state, and “Needs Review” is displayed in the Approval Status column of the Asset Detail Review page. The validation errors can be reviewed and resolved, and then you can repeat this procedure

NOTE  
You can sync to GRESB without confirming if you only want to update the validation errors.

Validation Status

On the Asset Review page, the Status and Approval Status columns indicate the state of each Asset being reviewed.

Confirming One or More Assets

Confirming an Asset will prevent any changes from being applied to it. You can confirm one or more Assets using the Asset Options menu on the Asset Detail Review page.

 

Follow the steps below to confirm one or more unlocked Assets on the Asset Detail Review page.

1. On the Asset Detail Review page, select the checkbox for one or more Assets.
   
   

2. Click the Asset Options button.
   
   

3. Click Confirm Selected Assets.
   
   

4. Click Confirm Assets to continue, and then watch the Status and Approval Status columns for results.
   
   

Unlocking One or More Assets

Once an Asset has been confirmed, it is considered locked. To apply further changes to one or more confirmed Assets, use the Unlock Selected Assets menu item.

 

Follow the steps below to unlock one or more locked Assets on the Asset Detail Review page.

1. On the Asset Detail Review page, select the checkbox for one or more locked Assets.
   
   

2. Click the Asset Options button.
   
   

3. Click Unlock Selected Assets.
   
   

4. Click Confirm Assets to continue and then watch the Status and Approval Status columns for results.
   
   

Validation History

The Validation History tab is a date-stamped listing of all validations to date. The example below shows a single successful validation.

 

In the next example, the Asset data has been validated, and errors were detected.

Asset Review Process: Example

The table below provides a high-level view of the phases in a simple Asset review process, from Configuration through to Confirmation.

NOTE  See Managing Assets for a step-by-step procedure for reviewing an Asset.

Phase	Description	Example
	Instruction: On the help site, hover the mouse over an image to expand it.
1	The Configuration phase is displayed under the Characteristics tab. There are two steps to the Configuration: Utility Configuration (shown right) and Data Sources. In this Step, we specify what the status of coverage is for each Utility Type, e.g., Yes, all accounts are in Stream.
2	The next step in the Configuration phase is Data Sources. In this Step, we confirm and, if necessary, modify data source settings such as Account Identifier, Controlled By, and Included in GRESB. The GRESB Data Eligibility column indicates data completeness. Hovering over an icon will show the current and previous period coverage days. E.g.,
3	With the Configuration phase complete, we move on to the Utilities phase. This is where the total and individual utility performance for the current and previous years are displayed.
4	In the Emissions phase, we see current and previous year emissions data, such as CO2e, along with related data such as Coverage (%). Both total and scope-level data are provided.
5	The Waste phase is next, with summary and waste type details for the current and previous year, by Tonnes and Change (%).
6	In the Bldg Certs phase, any certifications that have been awarded to this Asset are listed. Currently, certifications can be edited in a separate Certification module, from which they are synced to Stream GRESB and then exported to the GRESB Asset Spreadsheet.   This functionality to edit certifications directly in the Stream GRESB module will be added in a future release.
7	In the Measures phase, we can review questions related to recent technical building assessments and efficiency measures.   Surveys to collect this information can be assigned to each building via Stream’s SDMS module. Currently, all SDMS answers will be synced to Stream GRESB and exported to the GRESB Asset Spreadsheet. This functionality to edit measures directly in the Stream GRESB module will be added in a future release.
8	In the Confirm phase, the data is sent to the GRESB Portal for review when Confirm Data is clicked. If there are no validation errors, this Asset is locked in the submitted state, meaning that no configuration changes are possible unless the Asset is unlocked.   On a large submission where not all Assets reviews can be completed at the same time, this feature can be used to ensure there are no unexpected data changes.
9	Once the data has been confirmed in the submitted state (i.e., locked), it can be unlocked at any time. This allows for further changes to the Asset details and syncing of Asset data to the GRESB Portal.