Energy Metering & Submetering Setup Worksheet

{"Title":"Energy Metering & Submetering Setup Worksheet","IntroductionHtml":"

Use this worksheet to plan and prioritize energy metering and submetering candidates. Capture the essential information needed to install, verify, and measure savings so opportunities are not lost to poor naming, missing baselines, or unclear ownership. The form focuses on pragmatic signals and quick wins (setpoints, schedules, compressed air, lighting, idle time, motor controls) while creating measurement and ownership needed to scale improvements.

","SubmitLabel":"Save Meter Plan","SuccessMessage":"Meter plan saved. You can return to edit or create additional meter plans for the site.","DataType":"EnergyMeteringSetup","SchemaVersion":"1.0","Fields":[{"Key":"site_name","FieldType":"text","Label":"Site / Facility","HelpText":"Name of the plant, building, or campus where the meter will be installed.","Required":true},{"Key":"area_or_line","FieldType":"text","Label":"Area / Line / Zone","HelpText":"Where exactly in the site (e.g., Line 2 – Injection Molding, Boiler Room, Compressors Area). Use your site hierarchy if available.","Required":true},{"Key":"equipment_name","FieldType":"text","Label":"Equipment / System Name","HelpText":"Name of equipment or system being metered (e.g., Oven #3, Air Compressor Bank A).","Required":true},{"Key":"equipment_id","FieldType":"text","Label":"Equipment ID (if any)","HelpText":"Asset or CMMS ID if available. Helps connect meter to master asset data.","Required":false},{"Key":"meter_type","FieldType":"checkbox","Label":"Meter / Submeter Type","HelpText":"Select all that apply.","Options":[{"Value":"electric_meter","Label":"Electric (kWh, kW, demand)"},{"Value":"gas_meter","Label":"Natural Gas / Metered Gas"},{"Value":"steam_meter","Label":"Steam"},{"Value":"water_meter","Label":"Water"},{"Value":"compressed_air","Label":"Compressed air (CFM, leak detection)"},{"Value":"thermal","Label":"Thermal / Hot water"},{"Value":"other","Label":"Other (specify in notes)"}],"Required":true},{"Key":"meter_purpose","FieldType":"select","Label":"Primary Purpose of Meter","HelpText":"Why are we installing this meter? Choose the main driver.","Options":[{"Value":"baseline_energy","Label":"Baseline & verification of savings"},{"Value":"operational_control","Label":"Operational control / scheduling"},{"Value":"load_allocation","Label":"Load allocation / cost recovery"},{"Value":"peak_shaving","Label":"Demand management / peak reduction"},{"Value":"fault_detection","Label":"Fault or anomaly detection"},{"Value":"other","Label":"Other"}],"Required":true},{"Key":"measurement_point","FieldType":"text","Label":"Measurement Point (physical description)","HelpText":"Where exactly will the sensor/meter be installed (e.g., incoming MCC feeder #3, downstream of VFD, compressor manifold). Include orientation, phase, and conduit access if known.","Required":true},{"Key":"tag_name","FieldType":"text","Label":"Suggested Tag / Signal Name","HelpText":"Suggested tag name using your standard format (e.g., SITE-LINE-EQP-MTR01). Good naming prevents hidden waste and makes dashboards reliable.","Required":true},{"Key":"duty_cycle","FieldType":"select","Label":"Duty Cycle","HelpText":"How the equipment runs relative to production.","Options":[{"Value":"continuous","Label":"Continuous (runs most of the time)"},{"Value":"shift","Label":"Shift-based / batch"},{"Value":"intermittent","Label":"Intermittent / on-demand"},{"Value":"seasonal","Label":"Seasonal / infrequent"}],"Required":true},{"Key":"sampling_interval","FieldType":"select","Label":"Preferred Measurement Interval","HelpText":"Select the minimum data resolution needed to detect the change you care about.","Options":[{"Value":"1s","Label":"1 second"},{"Value":"10s","Label":"10 seconds"},{"Value":"1min","Label":"1 minute"},{"Value":"5min","Label":"5 minutes"},{"Value":"15min","Label":"15 minutes"},{"Value":"1hr","Label":"Hourly"},{"Value":"daily","Label":"Daily summary only"}],"Required":true},{"Key":"expected_measurement_range","FieldType":"text","Label":"Expected Measurement Range","HelpText":"Typical operating range (e.g., 2–50 kW, 0–500 CFM). Helps choose sensor/meter specs.","Required":false},{"Key":"kpi_mapping","FieldType":"checkbox","Label":"KPI Mapping (select relevant KPIs)","HelpText":"Which KPIs will this meter feed? Select all that apply.","Options":[{"Value":"energy_kwh","Label":"Energy (kWh)"},{"Value":"demand_kw","Label":"Peak demand (kW)"},{"Value":"energy_per_unit","Label":"Energy per unit produced"},{"Value":"runtime_hours","Label":"Runtime / Utilization"},{"Value":"idle_time","Label":"Idle time"},{"Value":"oee","Label":"OEE-related (supports OEE improvement)"},{"Value":"compressed_air_cfm","Label":"Compressed air (CFM)"},{"Value":"water_liters","Label":"Water use (L)"},{"Value":"other_kpi","Label":"Other (describe in notes)"}],"Required":true},{"Key":"quick_win_checks","FieldType":"checkbox","Label":"Quick-win Audit Checks to Inspect When Metering","HelpText":"Common operational fixes that often produce fast measurable savings. Check ones to include in the quick audit.","Options":[{"Value":"schedule_check","Label":"Verify schedules / timers"},{"Value":"setpoint_review","Label":"Review temperature/pressure setpoints"},{"Value":"compressor_control","Label":"Compressor sequencing / controls"},{"Value":"vfd_check","Label":"VFD settings / soft-start"},{"Value":"lighting_controls","Label":"Lighting scheduling / occupancy sensors"},{"Value":"idle_shutdown","Label":"Idle shutdown enforcement"},{"Value":"insulation","Label":"Insulation / steam traps"},{"Value":"leak_detection","Label":"Compressed air leak sweep"},{"Value":"other_quick_win","Label":"Other (describe in notes)"}],"Required":false},{"Key":"baseline_period_days","FieldType":"number","Label":"Suggested Baseline Period (days)","HelpText":"Number of days of measurements to establish a baseline (typical 7–30). Longer for seasonal variability.","Required":true},{"Key":"estimated_annual_energy_savings_kwh","FieldType":"number","Label":"Estimated Annual Energy Savings (kWh)","HelpText":"Enter your best estimate of annual energy savings identified for this opportunity. If unknown, leave blank and capture after baseline.","Required":false},{"Key":"estimated_annual_cost_savings","FieldType":"number","Label":"Estimated Annual Cost Savings (local currency)","HelpText":"Estimated annual monetary savings associated with the energy reduction.","Required":false},{"Key":"estimated_installation_cost","FieldType":"number","Label":"Estimated Implementation / Installation Cost (local currency)","HelpText":"Rough order of magnitude cost for metering and any control changes needed.","Required":false},{"Key":"confidence_in_estimate","FieldType":"scale","Label":"Confidence in Savings Estimate","HelpText":"1 = low confidence (hypothesis), 5 = high confidence (measured & verified).","Required":false,"Scale":{"Min":1,"Max":5}},{"Key":"simple_payback_years","FieldType":"text","Label":"Simple Payback (years) - Guidance","HelpText":"(Manual) Divide estimated_installation_cost by estimated_annual_cost_savings. This field is for your note; calculations are not automatic here.","Required":false},{"Key":"owner_name","FieldType":"text","Label":"Owner / Responsible Person","HelpText":"Name of the person accountable for verification and handoff after installation.","Required":true},{"Key":"owner_role","FieldType":"select","Label":"Owner Role","HelpText":"Role of owner to help assign responsibility.","Options":[{"Value":"maintenance","Label":"Maintenance"},{"Value":"operations","Label":"Operations / Shift Lead"},{"Value":"engineering","Label":"Engineering"},{"Value":"energy_manager","Label":"Energy Manager / Sustainability"},{"Value":"facilities","Label":"Facilities"},{"Value":"other_role","Label":"Other"}],"Required":true},{"Key":"priority","FieldType":"select","Label":"Priority","HelpText":"Use priority to help schedule installations.","Options":[{"Value":"high","Label":"High — clear savings, low cost, quick verification"},{"Value":"medium","Label":"Medium — valuable but may need design or capital"},{"Value":"low","Label":"Low — exploratory, or long payback"}],"Required":true},{"Key":"installer_or_contractor","FieldType":"text","Label":"Planned Installer / Contractor","HelpText":"If known, who will perform the installation or commissioning.","Required":false},{"Key":"planned_install_date","FieldType":"text","Label":"Planned Installation / Commissioning Date","HelpText":"Target date or quarter. Use YYYY-MM-DD or Q notation.","Required":false},{"Key":"verification_plan","FieldType":"textarea","Label":"Verification & Measurement Plan","HelpText":"How will savings be verified? Include baseline method, measurement intervals, acceptance criteria, and who signs off.","Required":true},{"Key":"required_sensors_or_devices","FieldType":"textarea","Label":"Required Sensors / Devices / Specs","HelpText":"List specific meter models, CT ratios, transmitter specs, communication method (BACnet, Modbus, MQTT), and power requirements.","Required":false},{"Key":"approvals_needed","FieldType":"checkbox","Label":"Approvals / Permits Needed","HelpText":"Select approvals that may be required before installation.","Options":[{"Value":"electrical_permit","Label":"Electrical permit"},{"Value":"control_change_approval","Label":"Control system change approval"},{"Value":"safety_permit","Label":"LOTO / safety permit"},{"Value":"budget_approval","Label":"Capital budget approval"},{"Value":"other_approval","Label":"Other"}],"Required":false},{"Key":"budget_code","FieldType":"text","Label":"Budget / GL Code","HelpText":"If a budget code exists, include it to speed procurement and approvals.","Required":false},{"Key":"installation_notes","FieldType":"textarea","Label":"Installation Notes / Access Constraints","HelpText":"Physical constraints, access windows, required shutdowns, or other installation details.","Required":false},{"Key":"additional_notes","FieldType":"textarea","Label":"Additional Notes / Risks","HelpText":"Anything else to capture: hazards, interlocks, control dependencies, or expected obstacles.","Required":false},{"Key":"record_attachment_reference","FieldType":"text","Label":"Attachment Reference / Link","HelpText":"If you store spec sheets, photos, or quotes in a file system or wiki, paste a link or reference here.","Required":false}]}