Energy Cap

8/14/2019 Energy Cap

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2/316

1. Buildings and Meters Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.1 Adding an Organization or Building . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.2 Adding a Meter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121.3 Setting Up ENERGY STAR for a Building . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271.4 Modifying Buildings and Meters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321.5 Modifying Bill Entry Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391.6 Tracking a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441.7 Calendarization and Normalization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

1.7.1 Calendarization Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491.7.2 Normalization Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511.7.3 Resizing the Energy Trend (EUI) Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

1.8 Cost Avoidance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541.8.1 Adding Other Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551.8.2 Adding Special Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581.8.3 Adjusting Cost Avoidance Meter Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

2. Groups and Benchmarking Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632.1 Adding a Category or Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642.2 Adding a Member to a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

2.3 Managing Categories & Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 782.4 Ranking Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 812.5 Excluding and Re-Including a Group Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 842.6 Removing a Group Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

3. Customers and Chargebacks Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 893.1 Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

3.1.1 Adding a Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 913.1.2 Modifying a Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 953.1.3 Attaching a Customer to a Chargeback Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 983.1.4 Removing a Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

3.2 Chargeback Accounts & Meters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1033.2.1 Creating a Chargeback Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1043.2.2 Creating a Chargeback Meter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

3.3 Chargeback Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1263.3.1 Setting up a Chargeback Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1273.3.2 Modifying a Chargeback Distribution Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

3.3.3 Removing a Chargeback Distribution Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1334. Accounts Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

4.1 Creating a Cost Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1364.2 Creating an Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1384.3 Adding a Meter from an Existing Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1444.4 Modifying Cost Centers and Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1524.5 Moving a Cost Center or Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

5. Vendors and Rates Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1605.1 Adding a Vendor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1615.2 Adding a Rate Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1635.3 Modifying a Rate Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

6. Bill Processing Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1676.1 Bill Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

6.1.1 Entering a Bill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1696.1.2 Modifying a Utility Bill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1736.1.3 Adding Bill Problem Flags Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

6.2 Bill Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1826.2.1 Importing Utility Bills from a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1836.2.2 Rules for Bill Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1906.2.3 Video Series: Bill Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

6.2.3.1 Basics of Importing Bills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1956.2.3.2 Preparing Bills for Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1966.2.3.3 Importing Bills for Accounts with Multiple Meters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1976.2.3.4 Correcting Bill Import Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

6.3 Bill Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2006.3.1 Creating a Bill List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2036.3.2 Filtering Bill Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2066.3.3 Adding/Editing/Removing Filters on a Bill List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2086.3.4 Altering/Sorting Columns on a Bill List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2126.3.5 Deleting a Bill List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217


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6.4 Bill Audits Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2196.4.1 Audit Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2206.4.2 Creating an Audit Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2266.4.3 Editing an Audit Group Name/Code/Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2336.4.4 Editing Individual Audit Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2356.4.5 Running an Audit Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2376.4.6 Resolving Bill Problem Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

6.5 Cost Avoidance Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2466.5.1 Calculating Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

7. Reports Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

7.1 Filtering Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2517.2 Quick Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2548. Administration Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

8.1 Adding a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2568.2 Global Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2628.3 Adding an Organization Logo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2648.4 Normalized Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2668.5 Setup Manager Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

8.5.1 Setup Manager Import Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2698.5.1.1 Setup Import - Accounts and Meters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2718.5.1.2 Setup Import - Cost Centers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2748.5.1.3 Setup Import - G/L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2758.5.1.4 Setup Import - Organizations & Buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2768.5.1.5 Setup Import - Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2788.5.1.6 Setup Import - Vendors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

8.5.2 Setup Manager Update Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

8.5.2.1 Setup Update - Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2828.5.2.2 Setup Update - Cost Centers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2838.5.2.3 Setup Update - G/L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2848.5.2.4 Setup Update - Meters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2858.5.2.5 Setup Update - Organizations & Buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2878.5.2.6 Setup Update - Vendors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

8.6 Cost Avoidance Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2898.6.1 Actual Unit Cost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2908.6.2 Cost Avoidance Meter Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2928.6.3 Globally Update Meters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

8.7 Template Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2988.7.1 Adding a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

8.8 Workflow Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3028.9 Units of Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

9. Glossary of Terms & Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3069.1 Degree Days . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

9.2 Normalization, M&V, Cost Avoidance and the IPMVP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3099.3 Setup Manager Importing of Hierarchical Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3109.4 Setup Templates Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3129.5 Statistical Outliers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3139.6 Use vs. Weather . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314


4/3162013 EnergyCAP, Inc.

Buildings and Meters Overview

Overview

The Buildings & Meters Tree View displays an organization's hierarchy consisting of Organizations, Buildings, and

Meters. Creating a hierarchy allows energy data to be easily reported on, specifically showing PowerViews and

other data that is aggregated at each node level. This kind of organization makes it easy for organizations that have

regional divisions, for instance, to quickly see energy use and spend for each region. Individual billing data can

always be viewed at the meter level, while aggregated energy usage and cost data can be displayed at each

Building or Organization node including the entire organization by using the highest node.

Within the Buildings & Meters section there are numerous views of data that all relate to Organizations, Buildings orMeters.

The tab lists various sub-tabs that display actual bill data into yearly totals, monthly breakdowns, GHGActual Data

emissions and other trend-type charts. Depending on what kind of node that is selected, some tabs may appear or

disappear if it is not relevant to the selected item. A tab, for instance, will only display when a Meter isBills

selected.

The tab displays similar data to that of the views, but adjusted in a way thatCalendarization Actual Data

statistically breaks the data into calendar months based on weather. More information about how Calendarization is

done in EnergyCAP can be found on the page.Calendarization Overview

The tab displays similar data to that of the views, further adjusted to show whatNormalization Calendarized Dataenergy usage trends would look like if outside weather was not a factor. More information about how Normalization

is done in EnergyCAP can be found on the page.Normalization Overview

Rules & Restrictions

The view permission is required to access this viewBuildings & Meters

To view the or tab, the Cost Avoidance advanced feature must beCalendarization, Normalization Savings

included in your EnergyCAP License.



1.

2.

Adding an Organization or Building

Description

Buildings and Organizations are created as part of an organizational hierarchy. The tree hierarchy includes nodes

representing organization subdivisions (departments, agencies, business units, etc.), as well as individual buildings

associated with each division.

This topic will...

describe the process for adding organizations to the tree hierarchy.

describe the process for adding buildings to the tree hierarchy.

Prerequisites

The ability to add organizations and buildings requires permissions associated with the following User Roles:

Administration Full AccessBill Entry & Account Setup

Step-by-Step

Adding an Organization

Select from the Main Menu. The Buildings navigation Tree View will be displayed on theBuildings & Meters

left.

Click the button below the Tree View. Click the menu option.Add Add Organization



3.

a.

b.

c.

On the Identity tab, complete all relevant fields and then click .Continue

Complete the required field and press the Tab keyName

In the field, a code based on the name will be automatically created. This field can be edited ifCode

desired.

Select an Organization Type for the Organization by clicking the drop-down list.Type



4.

1.

2.

Click . The will close and the new place will be added to the treeFinish Building/Organization Wizard

hierarchy.

Adding a Building


left.

Click the button below the Tree View. Click the menu option.Add Add Building



3.

a.

b.

From the Identity tab, complete all relevant fields and then click .Continue

Complete the required field and press the Tab key.Name

In the field, a code based on the name will be automatically created. This field can be edited ifCode

desired.



4. Complete desired address information in the fields provided (ZIP/Postal Code is required). Then click Contin

ue.



5. From the Additional Details tab, complete all relevant fields and then click . Radio options are:Continue

Select the building from the drop-down list ORPrimary UseAdd a new Primary Use by clicking the button and following the prompts to define the newAdd

Primary Use.

Complete the and fields.Floor Area Area Unit of Measure



6. Click . The will close and the new building will be added to the treeFinish Building/Organization Wizard

hierarchy.


Multiple organizational levels can be created by adding organizations under other

organizations. Organizations cannot be created below buildings.

Buildings can only be created below organizations, not under other buildings.

Additional Information

City and State will automatically be compared to the zip code entered. If the zip code does not match the city

and state, an alternate address will be suggested.

After the address is save the Organization or Building will automatically be connected to the appropriate

weather station based on zip code.

The Primary Use is referenced when creating auto-groups in Groups & Benchmarking. The primary use

auto-group display data for all buildings of the same primary use.



1.

2.

Adding a MeterDescription

A meter represents a commodity associated with a utility point of service. All utility bills are associated with a meter,and every meter must be associated with a utility account and a building or organization. This mandatory structure

standardizes reporting and viewing of data. Bills must be associated with a meter even when no physical meter

exists.

This topic will...

describe the process for adding a meter.

NOT describe the process for adding a chargeback meter. Please refer to .Creating a Chargeback Meter

Prerequisites

The ability to add meters is incorporated in the following User Roles:

Administration Full AccessBill Entry & Account Setup

Obtain a paper copy or facsimile of the utility bill to be modeled. The bill will provide most of the information

necessary for setting up the meter.

Step-by-Step


left.

Click the button below the Tree View. Click the menu option.Add Add Meter



3.

4.

Review the instructional information provided with the Introduction tab. Then click .Continue

On the Cost Center tab, choose the appropriate radio button and then click .Continue

Currently Selected Cost Center will be an available option when creating more than one meter. It

will display the previously selected cost center so that is can be easily used again.

Create a New Cost Centerwill create a new cost center for the account. Refer to the Creating a Cost

topic for more explicit cost center creation help.Center

Select a Cost Centerwill associate the account with an existing cost center. Use the hierarchy to

select the desired cost center.



5. On the Service Address tab, enter Service Address information in the fields provided. Then click .Continue



6.

7.

On the Vendor tab, choose the appropriate radio button:

Select the desired vendor using the drop-down ORVendor

Add a new vendor by clicking the button. Refer to the topic for more explicitAdd Adding a Vendor

vendor help.

Click the radio button corresponding to the . Then click .Vendor Type Continue



8.

a.

b.

On the Account Type tab, complete the relevant information and then clickContinue.

Enter the .Account Number

Click a radio button to indicate how the will be created. Complete additional fields ifAccount Name

displayed.



9. On the Create Meters tab, select the number of to create using the drop-down list provided and thenMeters

click Continue.



10.

a.

b.

On the Create/Select tab, choose the appropriate radio button and then click Continue.

Create a new meterwill launch the Meter Wizard and add a new meter to the Building hierarchy.

Select an existing meterwill associate an existing meter with the new account.



11. On the Place Assignment tab, choose the appropriate radio button and then clickContinue.

Create a new Buildingwill create a new building for the meter. Refer to the Adding an Organization ortopic for more explicit building creation help.Building

Select a Placewill associate the meter with an existing building. Use the hierarchy to select the

desired building.



12.

a.

b.

c.

On the General Info tab, complete the relevant information and then click Continue.

Based on the commodity selected, the and are automatically generated. Edit these fieldsName Code

if desired.

To enter the , click the button and add meter address information in the fields provided.Address Edit

Only ZIP/Postal Code is required. Then click .OK

(optional) Complete the information for the meter. Typically, this number is physicallySerial Number

stamped on the device by the manufacturer.



13.

a.

b.

c.

On the Additional Meter Info tab, complete the relevant information and then click Continue.

Select the meter primary use from the drop-down OR Add a new primary use by clickingPrimary Use

the button and following the prompts provided.Add

In the field, enter an accounting code used to specify how charges are posted to anG/L Code

organizations General Ledger. This code is only necessary if the organization is exporting billing data

to an accounting system.

If desired, complete the optional , which will be associated with the meter. Bill EntryBill Entry Note

Notes are visible during utility bill data entry for the associated account.



14. On the Rate Code tab, choose the appropriate radio button and then click Continue.

The button provides a drop-down list to select an existing vendor rate.Rate Code

The button provides fields to enter the new Rate Code and enterCreate a new rate for this vendor

the associated unit of measure.



15. If the commodity is Electric, select any demand options on the Demand tab. Then click Continue.



16. On the Template Selection tab, select the desired bill entry template. Refer to fModifying Bill Entry Templates

or additional template information. Then click Finishto save the meter information and close the Meter

Wizard. If multiple meters are being created, the Meter Wizard will cycle through the meter creation process

again (see Step 11).



17. Review all information from the Confirmation tab; then click to close the Account/Meter Wizard.Finish

Account setup information will be saved and the Wizard will close.




When adding a meter from the Buildings & Meters Tree View, a new account must be created. If it isnecessary to associate a new meter with an existing account, launch the meter wizard ( button)Add Meter

from the Account Tree View.

The Account/Vendor combination must be unique. The same account number can only be used for different

accounts when each of the accounts has a different vendor.



1.

2.

3.

Setting Up ENERGY STAR for a BuildingDescription

For each ENERGY STAR-enabled building, it is necessary to submit 12 months of utility bills and certain buildingattributes such as number of occupants and hours of operation in order to receive a rating. The required building

attributes vary depending on the building type.

To receive a basic "best guess" ENERGY STAR rating, it is only necessary to submit the building type, floor area,

and ZIP code. Other building attributes will be assigned standard EPA default values. However, ENERGY STAR

participants are encouraged to enter all available building attributes for their buildings in order to get a more

accurate ENERGY STAR rating.

This topic will...

describe the process for setting up a building to submit data to the ENERGY STAR Portfolio Manager.

provide information on various building use 'spaces' which can be set up under the primary building type.

Prerequisites

The User must have ENERGY STAR access permissions associated with the following User Roles:

Administrator - Full Access

Bill Entry & Account Setup

Building Administrator

Step-by-Step

Select from the Main Menu. The Buildings navigation Tree View will be displayedBuildings and Meters

Select the Building that will be submitted to ENERGY STAR.

Click the button beneath the Tree View.Edit



4.

a.

b.

c.

d.

On the tab:ENERGY STAR

Check the check box.Enable automatic ENERGY STAR ratings

Select the Primary Space Type that represents the largest floor area associated with the building. A

corresponding tab will be created under Space Type Properties for the Primary Space.

At least one of the space types must have square footage corresponding to morethan 50 percent of the total building area or an ENERGY STAR rating will not be

returned for the building.

If there is a dedicated segment of the building representing a different Space Type, select it from theA

drop-down.dditional Space Type

Click to select the additional Space Type, then click the button. A tab under theAdd This Space

Space Type Properties will be created for the Additional Space Type. Up to eight additional Space

Types can be added for a single building.



5.

6.

7.

Enter or update values for all relevant building attributes and effective dates by clicking to select the desired

field, and entering the information.

Official attribute instructions are available from EPA at: http://www.energystar.gov/ia/busin

ess/tools_resources/target_finder/help/Space_Use_Information.htm

If there are meters associated with the building that should not be included in ENERGY STAR calculations,

click the tab.Include/Exclude

On the Include/Exclude tab, uncheck the Include/Exclude checkbox for all meters that are not related to the

energy usage of the space(s) managed. See Additional Information, below, for a list of legitimate exclusions.
http://www.energystar.gov/ia/business/tools_resources/target_finder/help/Space_Use_Information.htmhttp://www.energystar.gov/ia/business/tools_resources/target_finder/help/Space_Use_Information.htmhttp://www.energystar.gov/ia/business/tools_resources/target_finder/help/Space_Use_Information.htmhttp://www.energystar.gov/ia/business/tools_resources/target_finder/help/Space_Use_Information.htm



8. Click . The window will close and ENERGY STAR attributes will be updated.Save Building Properties


There are 14 building types eligible for ratings. If the specific building type is not available, select Othe

. Although a building classified as will not receive a 1-100 rating, it will still receive valuabler Other

energy metrics.The ZIP code and Gross Floor Area fields of the primary type are automatically populated from the

General and Floor Area tabs of Building Properties. Either attribute can be modified on the respective

tab.

24/7 building access is indicated as 168 hours/week.


When ENERGY STAR setup for a building is complete, EnergyCAP submits the building energy data to the

ENERGY STAR Portfolio Manager via the EPA's Automated Benchmarking Service (ABS) as soon as

enough billing and setup data is available. Thereafter, building data will be resubmitted when data has

changed or new bills have been entered.

For EnergyCAP, Inc Hosted clients, the submittals are done automatically.For Self Hosted clients, the submittals must be initiated by the client.

An ENERGY STAR rating is calculated against a U.S. Dept. of Energy statistical model known as CBECS.

The CBECS model takes certain building characteristics into account when deriving the ENERGY STAR

rating. For instance, a Building Type would be assumed to contain both the actual office areaGeneral Office

AND other areas like lobbies, conference rooms, fitness areas, etc. When a building has 10,000 sq/ft of

space, all of these space types would be expected to be part of this number. Likewise, a hospital will always

have spaces used for storage, administrative offices, medical offices, restaurant, etc. These are assumed to

be present and it is not necessary to define these space types.



However, suppose that an electric meter also powers the lights in the buildings parking lot. The parking lot is

an additional space type not typically associated with that building type. The additional draw on energy

resources should be accounted for, in order to obtain the most accurate ENERGY STAR rating.

There may be times when it would be advantageous and appropriate to exclude meters from ENERGY STARsubmission (see Step 9 in the Step-by-Step, above). Some examples include:

A meter that serves exterior signage should be excluded.

If a parking lot has a separate meter, exclude the meter and do NOT create a parking

sub-space.

One of the meters on a building is associated with space assigned to a tenant with a

high-energy industrial application.



1.

2.

3.

Modifying Buildings and Meters

Description

All places and meters have properties that can be modified at any time. Organization properties include name, code

and place type. Meter properties include ENERGY STAR properties associated with buildings.

This topic will...

describe the process of modifying existing organization properties.

describe the process of modifying existing meter properties.

Prerequisites

The ability to modify organizations, buildings, and meters requires permissions associated with the following

User Roles:

Administration Full Access


Step-by-Step

Modifying Properties of an Organization Node

Select from the Main Menu. The Buildings & Meters navigation Tree View will beBuildings & Meters

displayed on the left.

Select the organization to be modified.




4. On the Tab:General

Name: Edit the Organization name.

Code: Edit the Organization code.

Place Type: Select a category from the drop-down list. Or click the button to add a new PrimaryAdd

Use.



5.

1.

2.

3.

Click . The window will close.Save Organization Properties

Modifying Properties of a Building Node

Select from the Main Menu. The Buildings & Meters navigation Tree View will beBuildings & Meters


Select the building to be modified.




4. On the tab:General

Name: Edit the Building name.

Code: Edit the Building code.

Primary Use: Select a category from the drop-down list. Or click the button to add a newAdd

Primary Use.Address: Click the button to change the existing address.Edit



5.

6.

On the tab, either:Floor Area

Add a new floor area and effective date by clicking the button above the grid, ORAdd

Edit an existing entry for floor area by clicking the icon to the left of the floor area value.Edit

For information on the and settings tabs, please refer toENERGY STAR Include/Exclude Setting Up

help topic.ENERGY STAR for a Building



7.

1.

2.

3.

4.

Click .Save

Modifying Properties of a Meter Node

Select from the Main Menu. The Buildings & Meters navigation Tree View will beBuildings & Metersdisplayed on the left.

Select the Meter to be modified.


On the tab:General

Name: Edit the Meter name.

Code: Edit the Meter code.

Primary Use: Select a category from the drop-down list. Or click the button to add a new PrimaryAdd

Use.

Address: Click the button to change the existing address.Edit

Serial Number: Edit the Meter serial number.

Bill Entry Note: Edit the desired information (will be displayed during bill entry for the account/meter).

G/L Code: Edit the associated general ledger code information for accounting



5. Click .Save


The Code must be unique. It cannot be the same as an existing code.

When modifying a Name, the existing associated Code will not be changed to match the new name. It must

be manually changed if desired.



1.

2.

3.

4.

Modifying Bill Entry Templates

Description

Each meter has an associated bill entry template. The goal in template selection is to choose the bill entry template

that most closely matches the utility bill while including all desired fields for tracking relevant energy data.

This topic will...

describe the process for adding a Bill Entry Template.

provide information on how bill entry templates are named.

Prerequisites

The ability to add a Bill Template requires permissions associated with the following User Roles:


Bill Entry & Account SetupBldg Administrator

Step-by-Step

Initial Template Selection

A bill entry template is always associated with a meter. The original bill entry template for a meter is chosen from the

Account/Meter Wizard during meter creation. Refer to the topic for information on initial templateAdding a Meter

selection.

Changing a Bill Entry Template

Select from the Main Menu. The Buildings and Meters navigation Tree View will beBuildings and Meters


Select the meter.

Select the Meter Properties tab. If necessary, scroll down to view the list.Templates

Click the button.Add Template



5. On the Demand tab (only visible on electric meters), click the check box(es) in the Demand tab that

corresponds to the Demand details to be tracked. The click Continue.



6.

a.b.

On the Template Selection tab:

Enter or select a that the template should become effective.Begin DateClick the radio button corresponding to the desired template selection option.

The template is the simplest template option (used for tracking a minimum amount ofStandard

information).

The template is a more complex bill entry template with options for trackingAdvanced

additional utility bill information.

Pick a Template from the Libraryprovides a drop-down list of all available templates for the

commodity. Select a template from the drop-down list to display/select the template design.



7. Click . The template will be effective as of the selected .Finish Begin Date


To maintain consistency in tracked data, frequent changes to the bill entry template are not recommended.

Always select the template which most closely matches the desired bill line items to be tracked.


Occasionally it may become necessary to change the bill entry template for a meter. Reasons for a change

might include:

The initial template was assigned in error.

Data tracking needs of the organization have changed.

The vendor has changed.

The bill format has changed.

Common naming conventions for the default list of available bill entry templates are (sequentially from left to

right):



Vendor Type FD_ signifies full service vendor or distribution

vendor. This template prefix often indicates a more

complex and detailed EnergyCAP-defined template,

usually including more bill line items than the

Standard or Advanced templates.

S_ signifies a "supply" vendor. This template prefix

indicates that usage for this template is

information-only and is not included in any

calculations (because the usage should already be

tracked by a parallel FD vendor for this meter).

Optional prefix for the commoditys abbreviated unit

of measure (DKTHM, KWH, etc.)

Abbreviated template description: A - Advanced

S - Standard

The demand indicator (Y(es) or N(o), electric meters

only):

N - Not tracking demand

Y - Yes tracking demand

Time-of-Use indicator (electric meters only): T1 - NOT a time-of-use rate

T2 - Off-Peak and On-Peak rates

T3 - Off-Peak, Mid-Peak, and On-Peak rates

Template revision number (1, 2, 3, etc...)



1.

2.

3.

4.

Tracking a ProjectDescription

All Energy Projects can be recorded and tracked through the application. Energy project data, including project cost,start and end dates, anticipated savings, rebates, and other information can then be reviewed at any roll-up level of

the organization.

This topic will...

describe the process for adding a project.

describe the process for editing a project

describe the process for deleting a project

Prerequisites

The ability to add projects requires permissions associated with the following User Roles:

Administrator Full AccessBill Entry & Account Setup

Step-by-Step

Select from the Main Menu. The Buildings navigation Tree View will appear on the left.Buildings & Meters

Select the Building for which the project will be added.

Click the tab. Then click the subtab.Building Properties Projects

Click the button located directly above the Energy Projects list.Add Project



5.

6.

From the Identity tab, input the project parameters and then click Continue.

In the field, enter the name of the project.Name

In the name field, enter an abbreviated name that can be used for project-related charts.Short

In the field, enter the name of the individual appointed to manage the project, ifProject Managerapplicable.

From the Details tab, input the project details and then clickContinue.

In the field, click the associated calendar icon to select the appropriate project start date.Start Date

In the field, click the associated calendar icon to select the appropriate project end date.End Date

In the field, select a type from the drop-down menu OR add a new project type byProject Type

clicking the button to the right of the Project Type drop-down.Add



7. From the Financials tab, input the financials relating to the project.



8. Click . The will close, and the project will be added to the table.Finish Project Wizard Energy Projects


The Project Name must be unique; it cannot be the same as any existing project associated with any building.

Projects can only be associated with a building, not any other node.

Organizations display the projects for all buildings listed below them. This allows the projects to be reviewed

at any roll-up level of the organization.


An icon is added to the Energy Use Intensity(EUI) chart indicating months that completed energy projects.

The EUI chart is located on the Normalized tab



1.

2.

3.

4.

Calendarization and Normalization

Description

Topics in this section provide guidance on Calendarization and Normalization in EnergyCAP.

Calendarizationmore accurately allocates utility bill usage and cost data for reporting purposes by dividing the data

into day-size chunks and allocating them to the appropriate calendar month using weather adjustments.

Normalizationcompensates for year-to-year weather variations by imposing the same years weather (in terms of

degree days) on each year of usage data. Doing so effectively removes year-to year changes in consumption

caused by weather so that a true apples-to-apples comparison can be made when examining the effectiveness of

energy saving projects.

These features are available to EnergyCAP clients who have purchased the Cost Avoidance or

Calendarization/Normalization option.

This topic will...

explain the calendarization and normalization processes in EnergyCAP.

Prerequisites

Purchase of Cost Avoidance module

user permissions for access to the Cost Avoidance functions

Step-by-Step

In both the calendarization and normalization processes, a sophisticated and fully automatic process is used to:

determine if a meter is statistically weather sensitive due to a valid correlation between usage and degree

days.

determine if it is weather sensitive in summer, winter, neither or both.

create a mathematical model of the meters response to degree days which indicates how sensitive it is (in

usage per degree day) and how much non-weather base load it has (in usage per day).

determine which process is appropriate for each meter (the mathematical model if weather sensitive, or

simple daily proration if not weather sensitive) to create the calendarized and normalized results.

The results of calendarization and normalization may be viewed from the andCalendarized Data Normalized Data

tabs in the Buildings & Meters chart displays, and in a series of specialized Calendarized or Normalized reports.


N/A



Calendarization Overview

Description

Calendarizationmore accurately allocates utility bill usage and cost data for reporting purposes by dividing the data

into day-size chunks and allocating them to the appropriate calendar month using weather adjustments. Without

daily meter readings the splitting cant be exact, but it is reasonably accurate.

Most utility bills have start and end dates that do not correspond to an exact calendar month:

Exact calendar month:

Start date: 9/1/2011 End Date: 10/1/2011

Start date: 10/1/2011 End Date: 11/1/2011

Typical utility bill:

Start date: 9/12/2011 End date: 10/14/2011

Start date: 10/14/2011 End date: 11/13/2011

Why calendarize? Calendarization provides better month-to-month and year-to-year comparisons for reporting

purposes by more accurately allocating monthly usage from bi-monthly and quarterly bills, estimated bills, and bills

with variable billing periods (28 days one month, 34 days the next). The calendarized data is therefore more

representative of actual monthly energy use when used in fiscal reporting, budgeting, auditing, accruals and energy

performance evaluation.

In EnergyCAP, two methods of calendarization are used.

Option 1: Simple average daily use and cost allocation:

When a meter is not weather sensitive, the bill is simply prorated into each month based on the number of billing

period days. A bill from 9/12 to 10/14 has 32 days (the first day counts, the last day doesnt because the next bill

begins on 10/14). There are 19 days in September, so 19/32 of the usage and cost is allocated to September and

13/32 to October.

Option 2: Weather (degree day) allocation:

When a meter is weather sensitive, the simple method described above is inadequate and provides less reliableresults. A much more sophisticated method is used to prorate the weather sensitive portion of the energy bill based

on the number of degree days in the appropriate billing period in each month, and to prorate the remaining

non-weather sensitive portion based on the number of days. See the topic for more details.Use vs. Weather

Annual Totals

Note that calendarizing does not appreciably affect annual totals. Since the calendarization

process merely moves usage and cost data to the most appropriate calendar month for reporting

and analysis purposes, the annual usage and cost totals should be almost identical to the actual

data (the data shown on a billing period basis). There may be slight differences due to year-end

roll-over, but that is typically less than 1%.



In EnergyCAP, calendarized data is displayed in two places: calendarized reports and the tab.Calendarized Data

The example below demonstrates the value of calendarization:

Due to the sequence of raw bills, there are two bills with a Nov 2009 billing period and no bill with a Feb 2010 billing

period:

Just by looking at the chart, it would easily be possible to conclude that:

There was a problem in Nov 2009 that caused high cost and usage

There is a missing a bill for Feb 2010.

The anomaly merits investigation.

However, the calendarized view (more accurately allocated to the calendar months), reveals that nothing was

unusual in Nov 2009 or Feb 2010.

The calendarized data is easier to understand, reflects the actual usage pattern more accurately, and avoidsunnecessary false alarms.

Additional Information:

The weather regression calculations used by Calendarization and Normalization do not exclude statistical

outliers. Calendarization and Normalization data is not intended to be used for IPMVP approved cost

avoidance purposes which would need the more precise weather regression result that is produced when

outliers are excluded. Only EnergyCAP Enterprise currently provides IPMVP compliant cost avoidance data.



Normalization Overview

Description

Normalization in EnergyCAP helps answer the question: "If the weather was exactly the same year-after-year, how

has my energy use changed"?

Since weather is often the largest variable affecting energy use, historical comparisons which have been

"normalized" for weather can help provide a clearer picture of the effectiveness of energy management actions.

How it works

Calendarization provides the starting point for normalization, since the calendarization process takes raw billing data

and allocates it to the most appropriate reporting calendar day and month. Calendarization also takes into account

the weather sensitivity of each meter (see topic for more information).Use vs. Weather

Normalization takes calendarization a step further by actually applying month-by-month weather conditions from a

user-selected calendar base year to the calendarized monthly usage data of all other years.

More specifically, the weather-sensitive usage value from the base year is applied to the mathematical 'model' of

weather-sensitivity for each of the comparison years. The recalculated weather-sensitive monthly usage is added to

the non-weather-sensitive monthly usage (base load) to produce a monthly data point on a line graph.

As an example, if the charted 2011 normalized usage for a building is lower than the normalized 2009 usage, it is

certain that the reduction is not due simply to milder weather in 2011 because the consumption data for both years

has been weather-adjusted to the comparison weather year. The usage difference could be due to energy

management efforts or other factors such as occupancy, production, square footage or equipment changes, orhours of operation. But the weather is no longer a variable.

The baseline year for normalization is selected from the menu (Administration Administration > Normalized

), and can be changed at any time.Settings



1.

2.3.

4.

5.

Resizing the Energy Trend (EUI) Chart

Description

One of the more useful chart overviews of Building or Organization's energy usage and trending is the Energy Use

Intensity(EUI) chart located on the Normalized Data tab of any building This chart provides a trend analysis for up to

a ten-year span with monthly bar graph plots for all energy commodities associated with the selected node, as well

as a monthly trend line expressing annualized use per unit area for the selected Place(s). Annualization helps

minimize trend effects caused by missing bills. Each trend line data point represents the average of the prior 12

months.

For accounts with multiple years of data, it is possible to limit the data shown in the EUI chart to a different range of

dates by using the date sliders that appear atop the chart.

This topic will...

describe the process of resizing the Energy Use Intensity Chart

Prerequisites

The ability to view and resize the Energy Use Intensity chart requires permissions associated with the

following User Roles:



Step-by-Step

Select Buildings & Meters from the Main Menu. The Buildings navigation Tree View will be displayed on the

left.

Select the building with the EUI chart to be viewed.Click the tabNormalized Data

Click the subtabEnergy Trend (EUI)

Click and drag the date slider to the desired date range. To move the date range, click between the date

sliders and drag to the desired date range.




Commodity energy use (colored bars) is expressed in global units.

The EUI Trend line is not visible until at least 18 months of previous data exist.

The slider option is only available if 5+ years of data are available.



Cost Avoidance



1.

2.

3.

4.

5.

6.

Adding Other Savings

Description

Other savings are one-time or recurring cost reductions that do not fit within the normal cost avoidance calculations

for current bills vs. baseline bills. However, they are valid savings attributable to energy management activities.

This topic will...

describe the process of adding an Other Savings record

Prerequisites

Must have purchased Cost Avoidance

The ability to add other savings requires permissions associated with the following User Roles:


Step-by-Step



Select the meter.

Select the tab.Savings

Select the subtab.Other Savings

Click the button.Add Other Savings




7. On the tab, complete all fields and then clickCategory Continue.

For the savings category: Select the desired category using the Savings Category drop-down OR Ad

d a new Category by clicking the Addbutton.

Enter an Other Savings Amount.

Enter a Description to better explain the reason for this Other Savings.



8.

9.

On the tab, select the appropriate radio button and complete the corresponding fields. Then clickFrequency

Continue.

One Time will only add the savings to bill for the month specified

Continuous will continue each month for the dates specifiedRecurring will add savings for bill in the annual cycle months specified

Click Finish.



1.

2.

3.

4.

5.

Adding Special Adjustments

Description

A special adjustment is needed when there has been a change in energy usage of a building meeting one of the

following conditions:

It occurred AFTER the baseline year.

It is NOT the result of an Energy Manager's actions.

It is NOT weather related.

This topic will...

describe the process of adding a Special Adjustment record

Prerequisites

Must have purchased Cost AvoidanceThe ability to add Special Adjustments requires permissions associated with the following User Roles:


Step-by-Step



Select the meter.


Select the subtab.Adjustments

Click the button.Add Special Adjustments



6.

7.


On the tab, complete all fields and then clickCategory Continue.

Select the desired category using the Adjustment Category drop-down.



8.

Enter a Description to better explain the reason for this Special Adjustment.

On the tab, select the appropriate radio button and complete the corresponding fields. ThenFrequency

click Continue.

Continuous will continue each month for the dates specified

Recurring will add savings for bill in the annual cycle months specified



9.

10.

On the Method tab, complete all fields.

Select an adjustment method to be applied to baseline bills.

Enter the adjustment amount.

Click Finish.



1.

2.

3.

4.

5.

6.

Adjusting Cost Avoidance Meter Settings

Description

Meter Settings can be adjusted one meter at a time.

This topic will...

describe the process for updating individual meter settings

does NOT describe the process for updating multiple meters' settings at once. Please refer to Globally

help topic.Update Meters

Prerequisites

The ability to adjust cost avoidance meter settings requires permissions associated with the following User

Roles:


Step-by-Step



Select the meter.


Select the subtab.Use vs. Weather

Change all appropriate settings.

Click Save & Reprocess.



Groups and Benchmarking Overview

Overview

The Groups & Benchmarking Tree View is a powerful tool that can easily highlight buildings and meters that have

abnormal use, cost or demand. These abnormal buildings and meters often offer the greatest opportunity for cost

reduction and energy savings.

The Tree View displays categories and groups of buildings and meters to help compare similar data to help

identify anomalies. Blue folders signify auto-groups which EnergyCAP maintains for you. Yellow folders show

categories and groups that have been created by users.

The PowerViews that are displayed for each Building or Meter group show aggregated consumption, cost or

demand data from each member of the group. The data can then be ordered in ascending or descending order to

find the buildings or meters that could potentially benefit the most from more active energy management. Currently,

data is displayed for raw cost and use, unit cost per commodity, and by usage per floor area. The average for all

members of the group is always displayed to provide guidance on how much of an outlier a specific member is.

Although the most recent twelve months of data is compared by default, a custom date range can be set.

Finally, as Group PowerViews are examined, any member that appears to be skewing the comparison can be

excluded from groups calculations while still remaining part of the group. This is particularly useful when the

Building and Meter Group filters are provided on reports and in other parts of the application, allowing a user-friendly

way to get a consistent list of like members.

Key terms in Groups and Benchmarking include:

A is the parent folder containing all the related groups.Category

A is created by an individual EnergyCAP user with the appropriate permissions. AUser-Created Group

user-created Group is indicated by a yellow folder icon.

An is automatically created by EnergyCAP, and is indicated by a blue folder icon.AutoGroup

A is a meter or a building that will be included in the Benchmarking chart data.Group Member



1.

2.

Adding a Category or Group

Description

Categories are a way of organizing multiple benchmarking Groups. Any number of groups can be listed under each

Category; each Group will display roll-up data based on the defined collection of Meters or Places in the Group.

This topic will...

describe the process for adding a Category.

describe the process for adding a Group.

Prerequisites

The ability to add a category requires permissions associated with the following User Roles:


Bill Entry & Account SetupThe ability to add a group requires permissions associated with the following User Roles:



Bldg Administrator

Step-by-Step

To Add a Category:

Select from the Main Menu. The Groups Tree View will be displayed on the left.Groups & Benchmarking

There are two default root Categories: Place Groups and Meter Groups.

Click to highlight the Place Groups or Meter Groups node, depending on the type of new Category desired.Click the button beneath the Tree View.Add



3.

a.

b.

On the General tab:

In the field, enter the display name for the Category.Name

In the field, a code based on the name will be automatically created. This field can be changedCode

to any desired value.



4.

1.

2.

3.

Click . The will close and the new Category will be available on the tree.Finish Category Wizard

To Add a Group to an Existing Category:

Select from the Main Menu. The Groups Tree View will be displayed on the left,Groups & Benchmarking

divided into Place and Meter Groups.

Click to highlight the Place Category or Meter Category tree node under which the Group will reside.

Click the button beneath the Tree View.Add



4.

a.

b.

c.

d.

On the General tab:

In the field, enter the display name for the Category.Name

In the field, a code based on the name will be automatically created. This field can be changedCode

to any desired value.

For Meter Groups, the check box determines how to honor an individual's userHide Group Members

permissions if others with a different set of permissions will be viewing data for the Group.

Click a :Group View Permission

All Users can view this groupallows any user to view this group

Restrict access based on Minimum Topmost Permissionenables the Topmost place

tree. Select the Available Topmost Place desired and move it to the Minimum Topmost

Permission by clicking the appropriate arrow button.



5. Click . The will close and the new Category will be available on the tree.Finish Category Wizard

Rules & RestrictionsCategories cannot be created beneath Groups.

Groups must be created under a Category.

Groups cannot be added to an Auto-Category, indicated by the blue-colored folder. These are automatically

generated by EnergyCAP, and cannot be modified.

A user having a Topmost Place permission (established in Users & Permissions) that is EQUAL TO OR

HIGHER THAN ANY ONE of the Minimum Topmost Permission selected for the Group may view the Group's

Benchmark charts. A user having a Topmost Place permission that is LOWER THAN the Minimum Topmost

Permission selected lacks sufficient viewing rights, and will not be able to see the Group from the Tree View.



1.

2.3.

4.

Adding a Member to a Group

Description

After a Group has been created, it must be populated with desired group members. A is a meter orGroup Member

a place that will be included in the Benchmarking chart data.

This topic will...

describe the procedure for adding members to an existing group.

list the differences between adding single or multiple group members at one time.

Prerequisites

The ability to add Group members to a Group requires permissions associated with the following User Roles:

Administration Full Access RoleBill Entry & Account Setup Role

Building Admin Role

Create the Group under which to add the Group Members. Refer to help topicAdding a Category or Group

for more information.

Step-by-Step

Adding Members to a Place Group


divided by place groups and meter groups.

Click to expand the Place Category under which the Group resides.Click to highlight the Place Groups tree node where the members will be added.

Click the button beneath the tree view.Add



5. On the Single/Multi tab, click the radio button to add either one or multiple members and then click Continue.



6. On the Select Members tab, complete all relevant fields and then click .Continue

If was selected on the previous tab: Select the place/meter on the tree.SingleIf was selected on the previous tab, select the Topmost Place filter and enter any relevantMultiple

filter information in the fields provided.



7. On the confirmation tab, review all Group Members listed in the box. Uncheck any unwanted Group

Members.



8.

1.

2.

3.

4.

Click . The will close and the charts will recalculate based on the new groupFinish Group Member Wizard

members added.

Adding Members to a Meter Group


divided by place groups and meter groups.

Click to expand the Category under which the Group resides.

Click to highlight the Meter Groups tree node where the members will be added.

Click the button beneath the tree view.Add



5. On the Single/Multi tab, click the radio button to add either one or multiple members and then clickContinue.



6.

7.

On the Select Members tab, complete the relevant filters and then click Continue.

If was selected on the previous tab: Select the place/meter on the tree.Single

If was selected on the previous tab, select the Topmost Place filter and enter any relevantMultiple

filter information in the fields provided.

On the second Select Members tab, Enter any additional relevant filter information in the fields provided and

then click Continue.



8. On the Confirmation Tab, review all Group Members listed in the box. Uncheck any unwanted Group

Members.



9. Click . The will close and the charts will recalculate based on the new groupFinish Group Member Wizard

members added.


Group members cannot be added the Auto-Groups, indicated by the blue color folder. Auto-Groups are

automatically generated by the application and cannot be modified.

Only Buildings/Meters can be selected on the tree with the Single Building/Meter group member option. In

order to select an Organization on the tree, select all the buildings under the Organization using the Multiple

Building selection option.

Group Members can be added at any time, not just when creating the Group.


To include all buildings/meters on the confirmation tab of the wizard, select Multiple on the first tab and do not

enter any information on the Select Members tab.



1.

2.

3.

4.

Managing Categories & Groups

Description

Categories are a way of organizing multiple Groups. Multiple groups can be organized by category. Each Group

displays roll-up data based on the collection of Meters or Places associated with the Group.

This topic will...

describe the process for viewing Groups.

list explanations of the tabs and charts.

list the Groups auto generated by the application.

Prerequisites

All User Roles EXCEPT are permitted to view Categories and Groups.Public - Reports Only

Step-by-Step


divided into Place and Meter Groups.

Click to expand the Place Category under which the Group resides.

Click any or tree node.Place Group Meter Group

Click any tab to view the corresponding charts. See for a list of the tabs and theAdditional Information

information displayed on them.


Any changes to how the charts are displayed can be updated in Ranking Options. Refer to the Ranking

help topic for more information.Options

Buildings with no data, buildings set to Exclude from Benchmark and buildings exceeding the Row Limit are

not shown.

Voided bills are excluded from all charts.

Accruals, reversals and adjustments are included on all charts.

Cost/area, use/area and unit cost data is processed in intermediate 'staging tables' in order to provide instant

viewing results. The staging tables are updated automatically each hour. Bills entered, edited or deleted are

NOT represented on charts until the staging tables have been updated.


The vertical line shows the average of included members FOR THE ENTIRE GROUP, which may includebuildings not shown on this chart.

Meter Group tabs are:

General General group information

Cost Rank Average Cost Per Day vs. Total Cost for Billing Period

Range



Unit Cost Rank Average unit cost ($ per unit) vs. Total Cost for Billing

Period Range

Use Rank Average Use (unit) per Day vs. Total Cost for BillingPeriod Range

Unit Cost by Cost Rank Average Unit Cost ($ per unit) vs. Total Cost for Billing

Period Range

Unit Cost by Use Rank Average Unit Cost ($ per unit) vs. Total use (unit) for

Billing Period Range

Demand Rank Average Demand (unit) vs Total Cost for Billing Period

Range

Place Group tabs are:

General General group information

Cost/Area Rank Annualized Cost per Area

Use/Area Rank Annualized Use (unit) per Area

Demand/Area Rank Peak Demand Per Area

Cost Rank Average Cost Per Day

Use Rank Average Use (unit) per Day

HDD Sensitivity

CDD Sensitivity

There are several Auto-Groups that are created by the application:

Place Primary Use Auto-Group maintained for each place by primary use (i.e.

courthouse, general office, higher education)

Commodity Auto-Group maintained for each commodity (i.e. electric, natural

gas)



Meter Primary Use Auto-Group maintained for each specified meter primary use (i.e.

cooking, heat, office equipment)

Vendor-Commodity Auto-Group maintained for each commodity associated with aparticular vendor

Vendor-Rate Auto-Group maintained for every vendor and every utility rate

associated with that vendor



1.

2.

3.

Ranking Options

Description

The charts that are displayed on all tabs of the Group folders in Groups & Benchmarking have default ranking

options set by EnergyCAP that determine how the group data is collected and displayed. The default settings can be

changed.

This topic will...

describe the process for navigating to ranking .Options

explain each configuration listed in ranking .Options

Prerequisites

The ability to change ranking Options requires permissions associated with the following User Roles:



Bldg Administrator

Step-by-Step

Select from the Main Menu. The Groups & Benchmarking Tree View will appearGroups & Benchmarking

on the left.

Click the button beneath the Tree View.Settings

Remove, add or change any combination of fields. Refer to the section of this topicAdditional Information



4.

for an explanation of each field.

Click the button. Changes will take effect immediately.Save


The Limit Rows setting does not limit the vertical average line OR the average shown in the chart title. The

vertical line and title show the average for all included Group members, which may include buildings and

meters not shown on the chart display.


Fields listed on Ranking Options:

Billing Period There are four options for Billing Period display:

Last Twelve Months

Last Calendar Year

Last Fiscal Year

User Defined Range

Start Date This field is enabled if the for theUser Defined Range

Billing Period value is selected (previous option). This

can be any date between January 1900 and December

2099.



End Date This field is enabled if the for theUser Defined Range

Billing Period value is selected. This can be any date

between January 1900 and December 2099. This date

cannot be before the selected.Start Date

Order By There are two order options:

Highest to Lowest

Lowest to Highest

Commodity Filter Any commodity can be selected. This mayNOTE:

remove all members from the chart if the commodity

does not exist for the group.

Limit Rows There are four options for Limit Rows display:

10

25

50

100

Show Excluded This option provides the ability to show or hide the

excluded group members on the charts. The Average

vertical line and Average amount in the title are only

based on the included group members.

Sort DD Sensitivity By

Exclude Zero Weather

Load Meters



1.

2.

3.

4.

5.

6.

Excluding and Re-Including a Group Member

Description

It may be desirable to exclude a Group Member(s) from the benchmarking charts. Excluding a Group Member

prevents display of the member data in the bar chart, and adjusts the median/average (vertical) line accordingly.

This topic will...

describe the process of excluding a Group Member from benchmarking charts.

Prerequisites

The ability to remove Group Members from a Group requires permissions associated with the following User

Roles:


Bill Entry & Account SetupBldg Administrator

Step-by-Step

To Exclude a Group Member:

Select from the Main Menu. The Tree View should appear on the left,Groups & Benchmarking Groups

divided into Place Groups and Meter Groups.

Click to expand the under which the Group resides.Category

Select the or node from which members will be excluded.Place Groups Meter Groups

Click on any tab other than the General tab.

On the tab selected, locate the group member to be excluded and 'mouse over' the member name to the leftof the chart. The icon will appear to the left of the member name.Exclude

Click the icon. The member will be removed from the charts.Exclude



1.

2.

3.4.

5.

6.

To Re-Include an Excluded Group Member:

Select from the Main Menu. The Tree View should appear on the left,Groups & Benchmarking Groups

divided into Place Groups and Meter Groups.

Click to expand the under which the Group resides.Category

Select the or node from which members will be re-included.Place Groups Meter GroupsClick the tab of selected Group.General

Click the to the left of the Group Member on theCheckbox Group Members Excluded from

hart table.Benchmarking c

Click the button. The Group Member will be added back ontoReinclude Member in Benchmarking Charts

the benchmarking charts, and the median/average vertical line will be adjusted accordingly.




A Group Member can be excluded from any Group (user-created AND auto-groups). An excluded member is

not removed from a Group. Its data is simply not displayed or used in the calculations for the associated

benchmarking charts.


Excluding a Group Member may be desirable when its values are insignificant for benchmarking purposes for

reasons such as:

The Group Member has very little cost associated with it. It is not worth the energy manager's time or

effort.

The Group Member has unique characteristics that exclude it from consideration for benchmarking.

The Group Member has valid issues but these are already being addressed.

A report including the member in the group display would reduce the value of the report.

If there are more Group Members than the chart is configured to display, a specific Member may not appear

on the chart. Up to 100 Group Members can be displayed at a time by changing the Limit Rowsfield under R

anking Options. Refer to the Ranking Optionshelp topic for more information.



1.

2.

3.

4.

5.

Removing a Group Member

Description

Group members can be removed from user-created Groups at any time. A is a meter or a place thatGroup Member

will be included in the Benchmarking chart data.

This topic will...

describe the process of removing a Group Member from a Group.

Prerequisites

The ability to remove Group Members from a Group

Documents

Energy Cap