Use this section to enter and report the energy savings opportunities resulting from the energy audit.  

See also additional guidance for this section for New York City reports and DC BEPS reports.

Energy Efficiency Measures (EEM) may be entered into a table as a part of a package in one of two recommendation categories:  Low Cost and No Cost, and Potential Capital. This table may be used to report energy and cost savings, and incentives for entered EEMs, and will display calculated payback and ROI values for EEM packages.  Total costs and energy savings for all of the measures will automatically be calculated and displayed.

Note: Packages should only include measures that affect the same system. For example, enter measures associated with the Measure Categories of Boiler Plant improvements and Lighting Improvements as separate packages, since they would affect different systems:  Heating Systems and Lighting Systems.

To create entries in the energy savings opportunities table, select Low Cost and No Cost or Potential Capital from the Recommendation Category drop down menu and press the green Add button.  You may create and assign and/or edit a custom Package Name to a measure entry or a group of entries, or accept the default counter values (e.g. Package 1, Package 2).  Complete package and measure entries by completing inputs outlined in the sections below.  Add measures to packages by selecting the blue Add Measure button.    


San Francisco ordinance requirements include the need to collect total cost savings and energy savings for each EEM rather than in a package.  Therefore, the Add Measure button is not visible for San Francisco reports to accommodate the need to limit packages to one measure each.


The following example file includes examples of EEM data entries.  The Excel version may be used as a template for recording data prior to entering online.  

Measure Name and Description

Select system and measure categories from the drop down menu lists.  Selected Measure Categories will populate lists of associated EEMs to select from in the Measure Name drop down menu. Select an appropriate EEM from among the list of actions required for implementation.

San Francisco, Berkeley, and New York City reports may use the ‘Measure Status’ dropdown to categorize each EEM as a recommended measure or a practical measure (by selecting ‘Not Recommended’). This field may also be used to identify if a measure has been implemented already, is planned to be implemented, or requires additional analysis. Provide a description of the existing conditions that provide background for understanding the basis for each recommended measure as necessary, in the Description text field.


New York City reports may indicate whether the annual energy and cost savings for each measure were identified manually via spreadsheet calculations or with an energy modeling software by selecting from the Modeling/Calculation Approach drop down menu.

Annual Energy and Cost Savings

Energy and cost savings are to be entered for the package of measures and not for every individual measure. Enter one input per package for the following:

Total Annual Cost Savings – Enter the estimated cost savings that would be realized if this package were implemented.


Energy Savings by Energy Source – Energy savings for each package needs to be identified for each of the energy supply sources which are affected by the measure. Input fields will be available for each of the Energy Types selected on the Available Energy Supply Sources screen. Enter the estimated energy savings for this energy source that would be realized if this package were implemented.  If a measure would not be expected to see savings for a particular energy type, enter a value of 0. 


For On-Site Generated Savings, enter a value that would reflect the estimated savings that would occur for energy used from a selected on-site renewable energy supply source, if the selected Measure is implemented.   An entry in this field would be relevant only if generated energy is not exported and is used exclusively onsite.  Enter ‘0’ if net metering incentives are in place.  


Peak Demand Savings -- Enter a value here in kW that would reflect the estimated savings that would occur during a period of peak demand if the selected Measure is implemented.  


Note: measures that have negative savings may be entered as part of a package, with the negative savings factored into the cost savings calculations.

Payback with Incentive

Provide a summary of the implementation cost for each measure.  Enter one input per measure for the following:  measure cost and potential incentives (in dollars), and measure life (in years). The potential incentives should include the available utility, tax or other incentives applicable to each measure.

Note: San Francisco and Berkeley reports include fields to indicate if rebates are available for each measure, and the portion of the building affected, whether it applies to common spaces, tenant spaces, or the entire building.

The payback of each package of measures will automatically be calculated using the following formulas:

Net Measure Cost =  Total Measure Cost - Total Potential Incentives

Simple ROI = Total Cost Savings/Total Net Measure Cost

Simple Payback (in years; excluding incentives) = Total Measure Cost/Total Cost Savings

Simple Payback (in years; including incentives) = Total Net Measure Cost/Total Cost Savings

Totals of the energy and cost savings, and the measure costs for all of the recommended measures in the table are automatically calculated and displayed on the bottom row of the table.

Example Inputs

If a package includes more than one measure, then enter the sum of the cost and energy savings for the measures but breakout and enter the individual measure costs and incentives.  In the example files above, the lighting reduction package includes two measures:  ‘retrofit with LED’, and ‘add occupancy sensors’.  Enter the sum of the cost savings for these two measures (e.g. $4,900), and enter the individual measure costs (e.g. $14,000 and $2,000).  


Individual measures that may not be grouped packages may be entered as individual standalone packages.  E.g. see the ‘Fan motor replacement’ package which includes only one measure.   


The Tool will sum the total savings and costs for all measures.


Terms and Definitions

The following definitions for content appearing in this section have been referenced from Standard 211:

energy efficiency measure (EEM): an action taken in the operation or equipment in a building that reduces energy use of the building while maintaining or enhancing the building’s safety, comfort, and functionality. The term is sometimes known as energy conservation measure (ECM); also referred to as “energy conservation measure” (ECM). 

interactive effect: The change in resultant energy savings estimates or actual energy savings due to analyzing or implementing multiple EEMs that impact one another.

Low Cost/ No Cost measures: Low cost/no cost measures are those that can be implemented within the O&M budget for the facility, where such exists.

practical measure: An EEM that is determined to be technically feasible.

recommended measure: A practical measure that has been vetted for interactive effects with other practical measures and determined by the qualified energy auditor to provide net benefit to the building ownership. Life-cycle Cost Analysis (LCCA) may be used as the methodology to filter Practical Measures to Recommended Measures.

simple payback: Estimated initial energy efficiency measure (EEM) cost divided by the EEM first-year calculated cost savings. Both savings and costs are in dollars ($) or other consistent monetary units, and the simple payback is expressed in years.

simple return on investment (Simple ROI): The energy efficiency measure (EEM) first-year calculated cost savings divided by estimated initial EEM cost. Both savings and costs are in dollars ($) or other consistent monetary units.