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Participant Actions

The Actions section helps the Campaign understand the results of using EMIS and energy management processes. Once you complete the Actions form, you will be recognized on the Smart Energy Analytics Campaign website.

The Actions submission is divided into three sections: EMIS installation, implementation, and annual energy use.

Facilities that installed a new EMIS and facilities utilizing an existing EMIS both qualify for participation.

Participant Actions Sample

EMIS Installation

We installed a new EMIS, upgraded an existing EMIS, or used our existing EMIS as-is during the Campaign.

Select the option that best describes your EMIS below.

  • New EMIS
  • Upgraded EMIS (add additional facilities, metering, or EMIS functionality)
  • Existing EMIS

Provide the number of facilities with EMIS in use during the campaign and the total floor area associated with these facilities.

Number of facilities with new, existing or upgraded EMIS installations


Total associated gross floor area for facilities with new, existing or upgraded EMIS

Text field sq ft

What type(s) of EMIS do you have installed? Check all that apply.

Energy Information System (EIS)

Check the technology/features below that you used.

  • EIS with whole-building interval data
  • Monitoring and verification (M&V) of energy savings (ability to create baseline model and monitor deviations from predicted energy use)
  • Submetering

Fault Detection and Diagnostics (FDD)

  • For at least one system
  • For multiple systems
  • None

Automated System Optimization (ASO)

  • For at least one system
  • For multiple systems
  • None
Process Implementation

Since you’ve joined the Smart Energy Analytics Campaign, which of the following Energy Management Processes have you used?

Check all that apply

  • Ongoing Commissioning Process or Monitoring-based Commissioning (MBCx): Review of EMIS data from all facilities on a frequent basis to identify and correct degraded building performance over time. Example: An energy manager reviews EMIS reports daily and works with facilities staff in a continuous improvement process.
  • Periodic Performance Tracking: Less structured than ongoing commissioning. Review of EMIS reports periodically or as-needed to identify energy-saving opportunities. Example: An energy manager reviews the EMIS data monthly and provides project recommendations to facilities staff.
  • Retro-commissioning: Point-in- time commissioning process to meet owner's current operating requirements. Re-commissioning may occur on a 3-5 year timeframe.
  • Energy Performance Contracting: Project-based performance contracts that stipulate or guarantee savings.
  • Other

If you have an energy management team at your organization, please indicate the team members.

Check all that apply

  • Owner
  • Facility manager
  • Energy manager
  • Facility engineers or technicians
  • Consultant/service contractor
  • Occupant representative
  • We do not have an energy management team

How often do you routinely analyze data or reports from your EMIS?

Check One

  • Daily
  • Weekly
  • Monthly
  • Quarterly
  • Bi-annually
  • We are in the process of implementing our EMIS and do not yet have data analysis routine in place.

Please describe how you used your EMIS

(i.e. the process to implement energy-saving measures, responsibilities of team members in the energy management process, and use of in-house process or outside support)

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Do you have a service provider supporting your MBCx or ongoing energy management process?

  • Yes
  • No
Measure Implementation

Most Frequently Implemented Energy-Saving Measures Through the Use of EMIS

  • Indicate measures in which the EMIS assisted with opportunity identification or issue resolution.
  • Select most-frequently implemented measures based on a general knowledge of actions taken in the building or across the portfolio. Detailed tracking of measures implemented at each building is not required.
  • Implemented measures can occur over the course of the Campaign and may include the year prior to joining the Campaign.

Select up to 10 measures from the checklist below.

Scheduling Equipment Loads

  • Improve scheduling for HVAC&R
  • Improve scheduling for lighting
  • Improve scheduling for plug loads

Economizer/Outside Air Loads

  • Improve economizer operation/use
  • Reduce over-ventilation

Control Problems

  • Reduce simultaneous heating and cooling
  • Optimize equipment staging
  • Tune control loops to avoid hunting
  • Zone rebalancing

Controls: Setpoint Changes

  • Duct static pressure setpoint change
  • Hydronic differential pressure setpoint change
  • Reduction of VAV box minimum setpoint
  • Adjustment of heating/cooling, and occupied/unoccupied space temperature setpoints
  • Preheat temperature setpoint change

Controls: Reset Schedule Addition or Modification

  • Hot water supply temperature reset or HW plant lockout
  • Chilled water supply temperature reset
  • Condenser water supply temperature reset
  • Supply air temperature reset
  • Duct static pressure reset

Equipment Efficiency Improvements / Load Reduction

  • Pump discharge throttled or Over-pumping and low delta T
  • Add or optimize Variable Frequency Drives (VFDs)

Occupant Behavior Modification

  • Routinely share energy information or guidance on proper use of equipment with occupants through EMIS
  • Hold an energy savings challenge using EMIS data


  • High efficiency HVAC equipment - airside
  • High efficiency HVAC equipment - water side
  • Lighting upgrade or improve lighting controls


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General Description of Most Frequently Implemented Measures Through the Use of EMIS

In addition to the checklist of up to 10 most frequently implemented measures above, please describe your implementation efforts over the course of the Smart Energy Analytics Campaign. Include high-level information such as:

  • Number of buildings in which energy-saving actions were implemented. For example: "We focused on implementation of measures at our largest buildings in 2016, consisting of 10 class A office buildings."
  • Major energy-saving initiatives that occurred. For example: "We performed a RCx process at 15 sites in 2016."

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Check the most important benefits of implementing EMIS at your facilities from the options below

Check all that apply

  • Energy savings
  • Utility cost savings
  • Peak demand reduction (and associated demand charge savings)
  • Improved occupant comfort
  • O&M staff labor savings due to improved operations
  • Access to data to inform retrofit strategies or validate energy savings
  • Other

Did you work with a program to receive incentives to offset costs (for the EMIS installation, energy management process, or energy-saving measure implementation) or other types of support (i.e. technical support, financing)?

  • Yes
  • No
Annual Energy Use

Do you benchmark your building(s) through the use of ENERGY STAR Portfolio Manager?

  • Yes
  • No
EMIS and MBCx Costs

Please provide the costs associated with the installation and use of EMIS technology in your buildings that are enrolled in the Campaign. Provide costs prior to incentives.

Base EMIS Cost

Base cost for EMIS software installation and configuration

Total $. Includes EMIS vendor and service provider costs.

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Indicate name of EMIS software vendor(s) included in base cost estimates

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Who configured the EMIS?

Check all that apply.

  • In-house staff
  • EMIS vendor
  • MBCx service provider

Total number of buildings covered by the base cost

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Gross floor area of building or portfolio covered by this base cost

Text field square feet

Total number of energy meters mapped to EMIS

Include electric whole building, electric submeters and thermal meters

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Approximate total number of BAS points mapped to EMIS

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Related Costs

Some EMIS installation packages include the following scope as a part of the base cost. If these costs are part of the base cost reported above, please provide an estimate of the costs below. (check all that apply)

  • Energy metering hardware and communications
  • Adding points to the BAS for EMIS monitoring purposes
  • Data servers/storage
  • Retrocommissioning
  • Retrofits/equipment improvements
Recurring EMIS Cost

Annual licensing or ongoing software-as-a-service fees

Cost prior to incentives

Text field per year

Ongoing MBCx Service Provider Fees

Include the average annual cost to MBCx service providers or other consultants for support in analyzing and implementing EMIS findings. This cost may already be reported in the annual licensing or software-as-a-service fees field (if so, do not include the costs again in this field).

Text field per year

In-house Labor Cost

EMIS Installation and Configuration

Approximate total labor hours spent by in-house staff to support installation and configuration of the EMIS. Do not include ongoing labor to utilize the EMIS, as these labor hours are included below in Ongoing EMIS Use.

Text field total hours

Ongoing EMIS Use

Approximate typical monthly labor hours spent by in-house staff reviewing EMIS reports, identifying opportunities for improvement, and implementing low-cost operational improvements. Does not include labor for EMIS installation and configuration, service provider costs, or capital costs.

Text field hours/month


For sites involved with a utility or other incentive program, indicate the EMIS or MBCx costs covered by the program.

Text field total

Name of utility or other incentive program

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Notes on Costs

When applicable, include notes to clarify and describe costs. For example, were these pilot costs and are they expected to change with full-scale implementation?

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