Define the portfolio
Confirm the buildings, their actual floor areas, current records and the work each property needs. Mixed-use and grouped properties require individual review.
For property managers
One process.
Every building accounted for.
Coordinate the work across your portfolio while keeping the data, responsibilities and evidence specific to each property.
Explore a portfolio assessmentCommercial & multifamilyPer-building recordsDefined responsibilitiesRemote preparation
A consistent approach
Shared coordination.
Building-specific work.
For portfolios in Spokane, the Tri-Cities, Yakima, Bellingham and elsewhere in Washington.
Name the building leads
Identify an on-site contact for each property, authorize record access and make the owner’s implementation responsibilities clear.
Track each record
Keep evidence, approvals, data gaps and the agreed handover or supported submission separate for every building.
Choose the working arrangement
The scope follows
your team’s starting point.
Both EMP and O&M are included in A3. Prepared filings and O&M-only work are distinct options.
A3 / Full filing scope
A coordinated filing.
For qualifying portfolios needing the full Tier 2 package, with both plans, evidence review and supported filing.
Scope, records, owner designation and capacity are confirmed before work begins.
Full filing optionsB2 / Your QEM signs
A prepared package.
The provider prepares the package. Your qualifying QEM reviews the evidence, signs and submits.
Three or more eligible buildings at $3,000 each.
Prepared packagesF4 / Building operations
Practical O&M tools.
For portfolios of three or more, the first building is billed at F1 or F2. Only additional eligible buildings use F4 pricing.
Limited Tier 1 drafting excludes a Tier 1 signature or full filing.
O&M portfolio optionsWhat the owner provides
A lead on site.
A team that implements.
Name an on-site lead for each building, authorize records access, approve the scope and supply available equipment and maintenance evidence. Your building team implements the EMP and O&M program.
Owner effort depends on the available records and implementation gaps. Incentive estimates are not guaranteed; participating utilities pay approved awards subject to approval and available funding.
Jeff Casey completed QEM training on October 26, 2026, supported by seven years of relevant building-services and energy-project experience. Scope, owner designation and building-specific evidence are confirmed for each engagement.
Free help & program resources
Start with Commerce’s forms, guidance and help desk. Ask your utility about data support and any accelerator program. Commerce also lists Tier 2 assistance and BEACON resources.
Owners in Bellevue, Issaquah and Redmond can check the Eastside Clean Buildings Incentive Program for current eligibility, available places and scope before paying for overlapping help.
Rules checked October 25, 2026.
Start with your property
Start with one representative building.
Identify the portfolio count and the work already in place. Keep tenant details and utility account numbers out of this form.
Explore a building assessment jeff@meterandmortar.com(618) 402-1177Start with a building review · No booking or payment required