Performance Reporting

Implementation Period & Savings

An implementation period start date can be added to a project in the 'report details section'. This date must be 12 months past the baseline start date but before the project savings start date. The period will range from the implementation start date until the project savings start date and can be any length of time (3 months, 18 months, etc.).

In the 'Report Options' section of project setting there are options relating to how the implementation period is shown on the cumulative cost savings graph of the performance pdf report. If there are guaranteed or projected savings for the implementation period, these can be entered in the projected savings in the 'savings details' section as 'Year 0' savings. Only 1 value can be entered and this is the estimated monthly savings for that period. 

Demand Savings

Simple demand savings are available on performance reports. The savings are split into true calendar months like the consumption and cost values. The demand 'usage' or 'kW' savings are just the simple savings from the current performance month to the matching month in the baseline period. The demand cost savings are the demand 'usage' savings times a custom rate found in the custom rates section.

In order to have demand savings available, at least 1 custom rates must have a 'demand' rate set. 

Monthly Data

Data in EnergyTracer performance reports is aggregated into real months, meaning a month in the chart is the first to the last of that month instead of the billing cycle of the bills in question. Each bill in split into pieces weighted by how many days of the bill fall into each month. For example a bill from March 10 to April 9; March 10-March 31st is assigned to March and April 1st to April 9th is assigned to April. 

Cost Savings Calculations

EnergyTracer has several methods of cost savings calculations.

Firstly, simple savings is used if no regression model is created and assigned to a building and is just the difference in the current month's data minus its corresponding month's data in the baseline period. 

If a regression model is saved to the building, the expected cost (adjusted baseline cost) is the selected rate times the adjusted baseline energy usage. For more information about how rates are applied visit this article. 

The current or performance cost has two options, which is set in project setting under the setting 'Savings Option'. Option 1 is performance bill savings, which uses the actual cost in the performance period. The second option is normalized rate which uses the selected rate times the performance period energy usage. 

Energy Savings Calculations

EnergyTracer has two methods of energy savings calculations: weather normalized savings and simple savings. 

Simple savings is used if no regression model is created and assigned to a building and is just the difference in the current month's data minus its corresponding month's data in the baseline period. 

Weather normalized savings used a regression model that is generated on the analysis page and is assigned to a project. This model uses baseline energy and weather data to create an expected energy model. This model is then used on weather conditions in the current performance month to find the expected or adjusted baseline energy value then this value is subtracted from the actual energy usage that month.