Use the Energy Savings Opportunities Measures and Packages screens to enter and report identified energy savings opportunities resulting from the energy audit. Entry is a two-step process first requiring the entry of Energy Efficiency Measures (EEMs) in the Building Energy Saving Opportunities – Measures tab and then assigning and grouping these measures into packages in the Building Energy Savings Opportunities – Packages tab.

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

Energy Savings Opportunities – Measures

Enter all of the EEMs identified for the building.

Data Entry Steps

  • Select the green “Add Measure” button at the bottom of the Energy Savings Measure tab to create a row to enter a new measure.
  • Measure Identifier will auto populate. Auditors may edit and provide their own identifying text if desired (Note: this text must be unique)
  • Select system and measure categories from the drop-down menu lists.
  • Select Measure Category to 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.
  • Measure Description is required to describe the existing conditions that provide background for understanding the basis for each recommended measure as necessary.

Measure Status

Several report templates (e.g. San Francisco, Berkeley, New York City, DC BEPS and Denver) include a ‘Measure Status’ dropdown menu item which may be used 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.

Modeling/Calculation Approach

Several report templates (e.g.New York City, DC BEPS and Denver) include a ‘Modeling/Calculation Approach’ dropdown menu item which may be used to 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.

Measure Costs and Incentives

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

Some reports may prompt for the Portion of Building Affected, Rebates Available, or Annual Change in O&M Cost fields.

Energy Savings Opportunities – Packages

Group EEMs that were identified on the Measures screen into Packages to report energy and cost savings. EEMs may be grouped and entered into tables as part packages in one of two recommendation categories: Low Cost and No Cost, and Potential Capital. Total costs, energy savings, and calculated payback and ROI values for EEMs and packages will be displayed after selecting the Save/Refresh button.

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.

Data Entry Steps

  • Enter a Package Name
  • Select the Recommendation Category from the drop-down menu
  • Select a measure from drop down (populated with Measure Identifiers from the Energy Saving Opportunities - Measures)
  • Select the green “Add Package” button to add it to the table
  • Edit Energy and Cost Savings as needed
  • Assign additional measures to packages by selecting the Package and Measure drop downs
  • Select the green Save/Refresh button to update

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.

Annual Energy and Cost Savings

Energy and cost savings are to be entered for the package of measures (or for individual measure if prompted, depending on the report template). 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.

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.

Calculated Payback 

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

The Tool will sum the total energy and cost savings for the packages and display in the pdf report and in a Summary screen (depending on the report type).

Carbon Savings

Carbon savings (t CO2e/year) are calculated and displayed for each package (or measure depending on the report type). See the GHG Emission Metrics page for details.

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.