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OptionC User Manual

1. OS BN 7 New Project Option C Jte cx File Home Data V Name Project GG Weather New Weather LL New Project Tree View New Weather 1 Weather Information Weather History Weather Name New Weather Source Location Location Description Weather History Start Date End Date D Project g Reporting i Import Export B Settings Weather New Weather is loaded in 0 02 seconds D Figure 2 13 New Weather Data Form 2 5 DELETING PROJECT ITEMS Right click the Item you want to delete From the drop down menu choose Delete You can also press Ctrl Delete on your keyboard ENERGY CONSULTING 18 Option C User s Guide General Project Layout 1 The Delete Block dialog box appears as shown in Figure 6 2 Click Yes to delete the Item 2 6 COPYING OR MOVING EXISTING ITEMS Are you sure you want to delete New Area Figure 2 14 The Delete Block dialog box To copy or move a project item follow these easy steps 1 Right click on the particular item and from the drop down menu select Copy if you want to create a copy of the item or Cut if you want to move it somewhere else Once you have done it the selected item will appear highlighted in green if you have chosen Copy or in blue if your option is Cut 2 Toinsert the element in another part of the project go to the parent item where you want add it right click on it and select Paste from the menu For example if you want to move a meter from one a
2. ReportLevel Project M Reporting Select Site v item s All Selected Site lt All gt Scenario s Actual X DAS i gt 4 Report Time Across Years completed in 0 57 seconds Figure 4 18 Report Options for the Time Across Fuel Types Report Reporting variable this report can be generated using either Consumption or Cost If Cost is selected comparisons can be made using total Cost or any of its breakdown components such as Credit Miscellaneous Tax Consumption and Demand or particular utility type by selecting the appropriate option from the enabled drop down menu gt Bills used for the report the report can be created using all the bills introduced in the Bill Register The last x Months of bills for each meter Bills within a certain period of time or Year to Date for the 12 most recent months of data Report Level it determines the extent of the report It can be fixed at Project Site Area or Meter Select item s reports can be created for the whole project or for a specific Site Area or Meter by selecting the appropriate option from this drop down menu If you select Site 7 only when costs are detailed in the Bill Register ENERGY CONSULTING 54 Option C User s Guide Reporting Area or Meter the option box below will be activated and you will be able to select if you want to include in the report all the items in the selected categor
3. OptionC ENERGY MANAGEMENT MEASUREMENT amp VERIFICATION SYSTEM Basic Version 1 02 User s Guide NV Vif JE ZR JSS TASS AB ENERGY CONSULTING Documentation Revision 7 13 2015 Copyright 2015 Abraxas Energy Consulting 811 Palm St San Luis Obispo CA 93401 CONTENTS 1 INTRODUCTION TO OPTION C BASIC eese eese eene eee enne n nn nhe nennt nsns a sonne nnne 1 5 1 1 WHATS OPTION C BASIC s esccocoe erecto even rete ren ee TOHEA AARAA OETAN rna EUER XY eee Ra Dead 1 5 1 2 WHO USES OPTION C BAS C 1 eeeires eere ere haee rina rete karen keen Eae ee SAAE TEANS A d Ve ena nk aeo 1 6 Eee uds 1 6 1 3 1 Mailing Address E 1 6 13 2 SalesDepartment instet ei ee stie EEEREN 1 6 1 3 3 Technical Support icri cette Yee PSU eed CHR EEN 1 6 2 GENERAL PROJECT LAYOUT 5 3 eei ter Eege 8 2 1 THE PROJECT TREE STRUCTURE wc 2c 2 iiic rite uae tor Rer cene i een Re ve Ei Dr s 8 EN MEET m EE 8 212 PN OD RR 8 2 1 3 arg E 8 2 1 4 ledge T 9 2 2 CREATE A NEW PROJECT ier ipo cetero cocer Rete peg rra deser dE ee ET 9 2 3 OPTION C BASIC WINDOW ice ce cce esee certe reed enr ehe aede rae inepte er ete Led void eade vaa ee repe id n 9 2 3 1 dicum EE 10 2 3 2 REDOING mem 12 KE e E Ted TE 13 E WEE dr EE 13 2 4 ADDING PROJECT HERE iiis
4. Project xut Variable New Variable LL New Project Tree View v dal New Site Variable Details z New Area udi E new Variable Name New Variable Abbreviation Unit Y Description Effective Date Reporting Month Value Comment L4 Project BB Reporting amp Import Export B Settings Meter New Meter 1 is loaded in 0 23 seconds E 4 Figure 2 11 New Variable Data Form 2 4 5 Adding a Weather item To add new weather data go to the Weather option on the Project menu You can do this by expanding the Side viewer and selecting Weather from the Project menu or if the side viewer is collapsed left clicking in the Project bar to show the available options see Figure 2 12 ENERGY CONSULTING 17 Option C User s Guide General Project Layout sl GB AOEDD s File Home Data File Home Data Project oe Meme se baci LL New Project x New Proiect Tree View X a New Site Tree View E New Area Weather New Meter 1 Weather vi E New Variable Project D Project B3 Reporting E amp Import Export Ki E Settings E Weather New Weather is loaded in 0 16 seconds Weather New Weather is loaded in 0 16 seconds Figure 2 12 Where to find the Weather option Left when the side viewer is expanded Right when the side viewer is collapsed Now right click on the project name and select New Weather from the drop down menu A New Data Form to enter weather information will appear Figure 2 13
5. Appendix C MT1 Meter Register File Format MT1 METER REGISTER FILE FORMAT The utility bill data has to be formatted in a certain way in order to import into Metrix MT1 files are Comma Separated Value CSV files To create an MT1 file using Excel just create a new worksheet and fill in the columns according to the values in the table below Make sure that the worksheet doesn t have any headers just values Some restrictions that should be noted gt No commas should be in any field gt No dollar signs First 11 columns must have data The name and account fields must be less than 22 characters Fields with no value should be left blank example if there is no demand leave it blank gt To properly save the file in Excel save the file with the type Comma Separated Values but type the filename inside quotes with MT1 appended to it so that Excel saves the file using the correct extension For example in the filename dialog you can name your file BILLDATA MT1 Table C 1 Columns for MT1 Format Col Col Column Name Field Value Data Source Example 1 A Format ID MT1 MT1 2 B Number Meter Name Electric 3 3 C Account Account Name 0012345 See Fuel Code column in Table C2 4 D Utility or C 3 for the appropriate fuel E code How many Btu s in the Energy 5 E BTU unit Factor Unit i e there are 3413 Btu sina 3413 kWh How many Btuh s in th
6. Import Export Import From MII File Metrix File Import Please provide a path to MT1 file MT1 Press Next button to proceed to the next step of import wizard MT1File Import Text File Import E File Path MT1 File Export Text File Export Manage Templates D Project g Reporting amp Import Export E Settings Next Cancel Area Area 1is loaded in 0 95 seconds Figure 5 2 Window to enter the file path for the imported file To open a File Explorer window as shown in Figure 5 3 click on the C button in the file Path box Select the file you wish to import and click Open The path to the selected file will now appear in the File Path window Click Next to continue 7 gt ThisPC Desktop Data Y NA UL Organize v New folder Name Date modified Type Fr Favorites _ ImportedMeters MT1 3 4 2015 3 32 PM MT1 File s Homegroup 1M This PC Analyst gordian m Desktop WW Data Kevin IR Documents T Downloads P Energy Analyst caracalla P Marshall regalianus n Music Pictures Robert regalianus B Videos Ba Local Disk C G amp P abraxasfiles abxserver M i Network Y File name NaturalGasMeter MT1 v MTI file MT1 Open Figure 5 3 File Explorer window to select the file to be imported 2 Identify meters once the MT1 file has been selected the window shown in Figure 5 4 will appear
7. Total by Utility type Bs Electricity Bs Natural Gas DD Fuel oil Bh Water 215 855 Figure 3 5 Total by Utility type graph for our Demo project gt Sper Fuel Unit This bar chart represent the rate of fuel or cost per unit used per Fuel Unit Bl per Fuel Unit Natural Gas Therm Electricity kwh Fuel Oil Gal Figure 3 6 per Fuel Unit graph for our Demo project ENERGY CONSULTING 24 Option C User s Guide How to Enter and Display Project Data gt Actual Total This bar chart presents the total monthly utility spending in for all months reported It adds up spending from all meters in all areas and sites assigned to the project Different years are presented in different colors As you move your mouse along the graph a pop up window showing the exact cost value for the selected month will appear Figure 3 7 shows this chart for the example site Actual Total B Year Ending 12 2013 120 000 Bl Year Ending 12 2012 1 E vear Ending 12 2011 Mar B Year Ending 12 2010 100 000 B Year Ending 12 2013 58 012 B vear Ending 12 2009 Dec ep Nov Bl Year Ending 12 2012 61 661 80 000 I vest Ending 12 2011 76 388 T B Year Ending 12 2010 67 556 60 000 B Year Ending 12 2009 50 805 40 000 j Feb Apr Jun Aug Oct J M 5 lay Jul Month an Mar Figure 3 7 Actual Total graph for our Demo project This plot will be affected by the options you
8. 02 seconds Figure 2 6 Import Export Menu 2 3 4 Settings Metric English Units and other settings are important to set immediately after a new project is created To modify these settings go to the Settings section in the side viewer The Settings dialog box shown in Figure 2 7 will appear e UG BM v New Project Option C File Home Data Settings General Tuning Preferences Units Normalize Bills IP Units Imperial Units Use Reporting Month SI Units International System of Units Prorate Bills To Months Starting Month 1 January D ZB Project BB Reporting Import Export B Settings Area New Area is loaded in 0 02 seconds Figure 2 7 Settings Menu ENERGY CONSULTING 13 Option C User s Guide General Project Layout gt Units If using Metric Units choose SI units North American users can choose IP for English Units gt Normalize Bills this setting allows the user to choose from two different monthly reporting options Use Reporting Month will use bill data as entered while Prorate Bills to Months will estimate spending and usage for a calendar month i e from the 1 to the last day of that month If the days are distributed in different bills Option C Basic will take the cost and usage for each bill that it is proportional to the number of days that the calendar month has in that bill The following example explains the procedure Consider the reported bill information shown in Table 2 1 Est
9. Address Abraxas Energy Consulting PO Box 230 Santa Margarita CA 93453 NOTE Abraxas Energy Consulting also has a network of international dealers Please contact the Abraxas Energy Consulting Sales Department for information about contacting an authorized dealer in your area 1 3 2 Sales Department Q Sales Phone 805 547 2050 Q Sales Fax 805 456 0180 Q sales abraxasenergy com 1 3 3 Technical Support We are working hard to provide you with intuitive technical products In addition we try to provide superior online and print documentation to enable you to work independently in creating your Option C Basic projects However should you find yourself with a technical question that cannot be answered with provided tools please contact our technical support department All of our Technical Support Engineers are eager to answer your questions and help you create the best Option C Basic projects possible Option C Basic Tutorials Within this manual there are tutorials which will walk you through the software We highly recommend going through the tutorials Email Questions Ask questions and receive detailed answers from the Technical Support Department Send emails to the address listed below If you think the problem is associated with your project send your Option C Basic project and we will look it over Q Abraxas Energy Consulting Technical Support Email helpdesk abraxasenergy com ENERGY CONSULTING 1 6 Option C Basic U
10. Home Data Y Name 4 Meter New Meter 1 IL New Project E New Site Meter Details BillRegister Tuning Charts El New Area Setup amp New Meter 1 Msc M Consumption kWh H M On Peak Off Peak Part Peak Super Off Peak Super On Peak Credit Wi Demand kw On Peak Off Peak Part Peak Super Off Peak Super On Peak Tx M 9 Total Manual v amp ist Day of ist Bill 5 10 2015 v Consumption Estimated Reportin Period Start Period End Total Misc Credit Tax On Peak kWh D IBSE 5 1 2015 5 31 2015 e Wednesday May 6 2015 May 2015 8 Sun Mon Tue Wed Thu Fri Sat i 2 3 4 SUE 7 8 9 1 2 13 14 15 16 7 18 9 2 21 2 23 24 25 26 27 28 29 30 Clear e 5 dei Meter New Meter 1 is loaded in 0 53 seconds Figure 3 14 Pop up calendar to enter Reporting Month ENERGY CONSULTING 31 Option C User s Guide How to Enter and Display Project Data o Period Start dates on this column are predefined and cannot be modified The first row is fixed once the 1 Day of 1 Bill box is selected Start dates on upcoming rows are determined by the end date of the previous bill o Period End the end date can be manually entered or selected from the pop up calendar The standard Copy Paste Excel feature can be used to copy data from an Excel file and paste it into this table 3 4 3 Charts Tab This tab will contain 2 different charts gt Actual Total This bar chart presents the total monthly spend
11. Import Please select one or more meters to export Press Export button to create export file MT1 File Import on Si Text File Import Project Site Area Meter Utility Account Meter DemoProject Site 1 Site1 Area 2 1A24lectricity2 Electricity 51 9958477 3 1020 Vento PL E MTiFie Export DemoProject Site 1 Site1 Area 2 S1A2 Natural Gas Natural Gas 51 9958477 3 1020 Vento Firm TextFile Export DemoProject Site 1 Site 1 Area 3 S1A3 Hlectricity Electricity 112000000x 11 1030 Cleveland Elec DemoProject Site 1 Site1 Area 3 S1A3 Natural Gas Natural Gas 22000000x 22 1030 Cleveland Firm Manage Templates DemoProject Site 1 Sitei Area 3 51A3 Natural Gas 2 Natural Gas 32000000033 1030 Cleveland dual DemoProject Site 1 Site 1 Area 3 S1A3 Water Water 44200000x 44 1030 Cleveland Water DemoProject Site 1 Site 1 Area 3 S1A3 Fuel Oil Fuel Oil 55 200000x 55 1030 Cleveland Oil DemoProject Site 1 Site1 Area 4 1A44lectricity Electricity 51 9944212 5 1040 Wheelock Electric DemoProject Site 1 Site 1 Area 4 S1A4 Natural Gas Natural Gas 51 9944212 5 1040 Wheelock firm DemoProject Site 1 Site 1 Area 4 S1A4 Water Water 0420350 1040 Wheelock water DemoProject Site 2 Site2 Area 2 1070EasternHtselec Electricity 51 9944490 1 1070 Eastern Hts elec DemoProject Site 2 Site2 Area 2 1070 Eastern Hts F1 Natural Gas 51 9944490 1 1070 Eastern Hts F1 DemoProject Site 2 Site2 Area 2 1070 Eastern Hts F2 Natural Gas 51 9944490 1 1070 Eastern Hts F2 D Project DemoProject Site 2 Site2 Area 2 1070 E
12. Level selected in the Report Options menu The report includes a scatter graph of Cost Consumption versus time for each one of the items at the selected report level This report is very useful to compare overall performance trends for different facilities in our project Accompanying the graph there will always be a table containing all the data used to create the chart Figure 4 21 presents the first page of a Time Across Items Report obtained for Total Cost and all bills included in our example project Since Report Level has been fixed at Site level this report will contain a graph comparing total cost for all the selected Sites Site 1 Site 2 and Site 4 ENERGY CONSULTING 57 Option C User s Guide Reporting iN angavu QA Amm Rin o Km Bis eis Actual Total for Project Demo Project Selected Site s Site 1 Ste2 Site 4 OtThetest E oF bits for each meter bts for t sayas O Year To Date 1 1 2015 5 14 2015 Ste Ste 1 este Ste 4 sto ste 4 Det DECH 01 5 may Dien orane orre z fbar Soe Figure 4 21 Time Across Items Report ENERGY CONSULTING 58 Option C User s Guide Import and Export Files 5 IMPORT AND EXPORT FILES Bill data weather data variable data and many other data types can be easily imported or exported in Option C Basic To use this feature select the Import Export option from the side viewer menu see Figure 5 1 A menu with all th
13. Square Feet is selected facilities will be ranked based on their Cost SqFt or Consumption SqFt If Number of Days is selected the variable used to compare facilities will be either Cost of Days or Consumption of Days If you don t want to use any of this normalizations select No variable from the corresponding drop down menu and absolute values of Cost and Consumption will be used for ranking purposes Report Level it determines the extent of the report For Benchmarking Reports the level of detail can be chosen as either Site or Area Select item s reports can be created for the whole project or for a specific Site Area or Meter by selecting the appropriate option from this drop down menu If you select Site Area or Meter the option box below will be activated and you will be able to select if you want to include in the report all the items in the selected category or do a partial selection To make a selection of items click on the Selected check box and a Select button will be activated Click on the Select button and a check box window with available items will pop up You can select as many items as you want to be included in the report Scenario this option will be fixed to Actual in Option C Basic indicating that reports can only be created from actual utility bills Additional scenarios that allow for modifications on meter s performance are not available in this version Once all the options have been se
14. a table listing Start Date End Date Number of Days kWh kW and LF for the bills selected in the Report Options section Figure 4 5 shows the first page of the Load Factor Report generated for all the bills and all the meters existing in our Example project ENERGY CONSULTING 39 Option C User s Guide Reporting Report Name Load Factor AL n mH GD n Q amp am a gt H P B O 5 Project Demo Project Area Sie Are Meter S ter 1A1 1 tricity Electricity Account 51 9944280 7 Figure 4 5 Extract of a Load Factor Report 4 2 2 Missing Bills Report Report Options Bills used for the report the report can be created using all the bills introduced in the Bill Register The last x Months of bills for each meter Bills within a certain period of time or Year to Date for the 12 most recent months of data Report Level it determines the extent of the report For Load Factor Missing Bills Diagnostics and Bill Register Reports this option is fixed at Meter Level meaning that all the reports generated provide information for the meters subsequently selected For the Building Breakout Report Report Level can be modified Select item s reports can be created for the whole project or for a specific Site Area or Meter by selecting the appropriate option from this drop down menu If you select Site Area or Meter the option box below will be activated and you will be able to select if you want to inc
15. apply to subsequent reports ENERGY CONSULTING 37 Option C User s Guide Reporting el Ka WM BN v DemoProject OptionC Option C ajx File Home Data v Name Report Name Load Factor amp Reports Report Options amp Utility Data Reports S Load Factor Report least E Missing Bills Report B Diagnostics Report The last of bills for each meter 25 Bill Register Report Bils for to 23 Building Breakout Report B Pie Chart Report Year To Date 1 1 2015 5 14 2015 2 23 Benchmark Report H B Time Across Reports a BB Time Across Years Report E Time Across Fuel Types Report B3 Time Across Items Report Select Meter 7 item s Sai Selected Meter lt All gt E E Apply E Program started Figure 4 3 Report Options for the Load Factor Report Bills used for the report the report can be created using all the bills introduced in the Bill Register The last x Months of bills for each meter Bills within a certain period of time or Year to Date for the 12 most recent months of data Report Level it determines the extent of the report For Load Factor Missing Bills Diagnostics and Bill Register Reports this option is fixed at Meter Level meaning that all the reports generated provide information for the meters subsequently selected For the Building Breakout Report Report Level can be modified Select item s reports can be created for the whole project or for a specif
16. motors often have lower power factors Power factors are measured in percentage and customers are often billed if the power factor drops below a certain threshold like 85 and sometimes credited for higher power factors Power Factor problems can be fixed using capacitors Pressure Factor A billing factor that may be used to calculate the price of gas delivered to the customer at higher pressure Primary Metering See Primary Service Primary Service aka Primary Power Primary Service is electrical service that is metered before the transformer which will step down the voltage to a usable level Utility customers who receive Primary Power usually own or rent their own transformers rather than have the utility provide them When electrical service is provided through this type of metering the meter is measuring raw power rather than transformed power Electrical power in order to be useful must be converted to the correct voltage for the intended application This is accomplished through transformers When this type of conversion occurs there is a slight loss of electrical energy through heat that is a by product of the conversion process or transformation Primary Electrical service is less expensive than Secondary Service which is more common Private Carrier An interstate gas pipeline company that owns the gas it carries PSC Public Service Commission PSI Pound per Square Inch This is a measurement of pressure ENER
17. selected in the Settings menu see section 2 3 4 Settings The first month in this plot will correspond to the month you selected as Starting Month If you didn t modify this option the default choice is January It will be also affected by the option you selected in Settings for Normalize Bills o Use reporting month In this case the chart is a graphical representation of columns Reporting Month and Total from the table in the Bill Register tab o Prorate Bills To Months in this case Total amounts will be estimated for the corresponding calendar month following the procedure presented in section 2 3 4 Settings gt Last 12 Months Garbage This graph will only appear when garbage food waste or recycling meters have been added to the project It represents garbage generation for the last 12 months of data Figure 3 8 shows this chart for our Demo project Notice that this plot is cumulative meaning that ENERGY CONSULTING 25 Option C User s Guide How to Enter and Display Project Data values for Food Waste in the plot represent the sum of both Garbage and Food Waste generated amounts Last 12 Months Garbage A Garbage A Food waste 200 150 100 50 0 Feb 2012 May 2012 Jul 2012 Sep 2012 Nov 2012 Jan 2012 Apr 2012 Jun 2012 Aug 2012 Oct 2012 Figure 3 8 Last 12 Months Garbage chart for our Demo project 3 2 SiTE DATA PANES As a reminder sites are typically designated by their street addre
18. to display only the action icons using the button at the top of the side viewer Below each one of the actions of this main menu is described To navigate through them just click on the corresponding icon on the bottom part of the Side viewer area Once an action has been selected it will appear in the top part of the side viewer and the Navigation and Data Panels will be populated with the available options for this particular action 2 3 1 Project A project has two items gt Tree View When this option is selected the Navigation Panel will show what it is called the Tree structure of the project Once your project is created you will be able to add items such as Site Area or Meter as needed to set up your actual project Every item you create will be added to the project Tree and will be displayed in this Navigation Panel The Data Panel will show a Data Form to enter information about the selected item Figure 2 3 left shows the Navigation Panel for a project where a Site an Area and a Meter have been added ENERGY CONSULTING 10 Option C User s Guide General Project Layout gt RI uda sl 1 Gu pp Home Dota File Home Data san Site New Site Name ii LJ New Project H Rm Ta El New Site e e Elnen e I Ere al ei New Meter 1 Project amp E Area New Area is loaded in 0 03 seconds Figure 2 3 Left Navigation Panel for a simple project with a Site an Area and a Meter As
19. to return back to Import Export screen Templates Template Name New Template iNew Template E Temlate Type Bill Import Export v UnitSystem IP X Ei Description a A Delimiter i First Row Contains Headings M Import E a Text Qualifier M Export Mappings File Database Export Import Ordinal Heading Format Field Fixed Text Required B Up Dn a Bu B Read Headings from File Add Remove Finish Meter New Meter 1is loaded in 1 53 seconds Figure 5 11 Main menu for managing templates Template Name Template Type right now the only option available is Bill Import Export Unit System select either Imperial Units IP or International System of Units SI Description as an optional feature you can add a template description Delimiter since the import export file format is csv comma separated values the default delimiter is the comma character Text Qualifier any characters introduced within two of these qualifiers will be considered text By default the text qualifier is the quotation mark character gt First Row Contains Headings check this box if the text files you are planning to import export with this template contain headings in the first row gt Ignore Headings if the file contains headings you can either choose to use those names or ignore them by activating this check box gt Import Export checkboxes by default both boxes are activated If you want to use the template only to import or export files u
20. with all the project meters will appear Select the ones you one to export Remember that all the selected meters will be exported to the same file 4 Select the destination file name and folder after clicking Export a File Explorer window will pop up asking you to select the destination folder and assign a file name When done click Save The file will be saved in csv format 5 Check the results if the file has been successfully exported a screen like the one in Figure 5 10 will appear RENNES Metrix 5 Express rn x Fie Home Data S2 Export to Text File Results 3meter s are exported to C Users Energy AnalystlDesktoplDataExportedMeters CSV Import j Export KR Ei Ok Meter Garbage is loaded in 0 76 seconds Figure 5 10 Screen for a successfully exported text file Click Ok to go back to the main Import Export menu 5 3 TEMPLATES Templates are guide files required to import or export text files By creating a template you will be able to import export files with billing information in your preferred format In order to create a Template click the Manage Templates button in the main Import Export menu shown in Figure 5 1 A window like the one shown in Figure 5 11 will appear ENERGY CONSULTING 66 Option C User s Guide Import and Export Files sl GH New Project Metrix 5 Express laj x File Home Data v Manage Templates Define templates for import or export in text fromat csv Press Finish
21. 02 02 MetrixSUserManuallTestProjects Example WaturalGasMeter MI Weather SITE WEATHER is loaded in 1 81 seconds 5 2 2 with a csv format Follow these instructions to create a text file 1 Ok Figure 5 8 Screen for a successfully exported file Text File Export In order to export data into text file a predefined template is required so if you have not define a template yet refer first to section 5 3 Templates in order to create one Export files are created Open the Text File Export screen Click on the Text File Export button in the main menu shown in Figure 5 1 A new window as the one shown in Figure 5 9Figure 5 7 will appear sl DO cg F ile Home Import Export Z a Metrix File Import MT1 File Import Text File Import MT1 File Export Text File Export Data Manage Templates Project Reporting Import Export Gh Settings Export to Text File Template Selection DemoProject metrix5 Metrix 5 Express Please select a temple for export Press Next button to proceed to the next step of export wizard Template Weather SITE WEATHER is loaded in 1 81 seconds Cancel Figure 5 9 Menu to export data to a text file ENERGY CONSULTING 65 Option C User s Guide Import and Export Files 2 Select the template the drop down menu will contain all the templates created for this project Select the appropriate one and click Next 3 Select the meter a window
22. 08 E OS D ai ime Across Reports Time Across Years Report Time Across Fuel Types Report BEE Time Across Items Report Weather New Weather is loaded in 0 11 seconds D 4 Figure 4 1 Reporting Menu The Reporting icon is highlighted with a green box There are two main types of reports Utility Data Reports can be used to analyze and compare utilities as well as to identify billing issues Time Across Reports will allow you to compare annual performance across years utility types or project items meters areas or sites 4 1 1 Report Options and Document Viewer Each time you create a specific report a screen similar to the one presented in Figure 4 2will appear Next to the Navigation Panel and after clicking on a project name a section to configure Report Options will turn up Once the options have been selected the generated report will emerge in a document viewer on the right side of the screen see Figure 4 2 The upper bar on the document viewer provides a menu with typical functions for document processing such as Save Print Zoom Move to Next Page e mail ENERGY CONSULTING 36 Option C User s Guide Reporting ES Reports ES Utility Data Reports Load Factor Report 23 Missing Bills Report Diagnostics Report Bill Register Report Building Breakout Report Pie Chart Report Benchmark Report Time Across Reports Time Across Years Report BS Time Across Fuel Types Report Navig
23. 37 AK Super Off Peak Supply Cost 38 AL Super Off Peak Supply 39 AM On Peak Power Factor Cost 40 AN On Peak Power Factor Integer 0 100 97 41 AO Off Peak Power Factor Cost 42 AP Off Peak Power Factor 96 Integer 0 100 97 43 AQ Partial Peak Power Factor Cost 44 AR Partial Peak Power Factor 96 Integer 0 100 97 45 AS Super Off Peak PF Cost 46 AT Super Off Peak PF 96 Integer 0 100 97 ENERGY CONSULTING 79 Option C User s Guide Appendix D Conversion Factors and Energy Units CONVERSION FACTORS AND ENERGY UNITS The tables below list the default conversion factors for the different fuel types Table D 1 Conversion factors Quantity Demand Btu Unit Btuh Unit Utility Fuel Code IP Unit Conversion IP Unit Conversion Factor Factor Chilled Water C Ton Hrs 12 000 00 Tons 12 000 00 Electricity E kWh 3 413 00 kW 3 413 00 Natural Gas G Therm 100 000 00 Therm hr 1 000 00 N Gas Vol V CCF 102 000 000 KBtuh 1 000 00 N Gas LgVol U MCF 1 020 000 00 KBtuh 1 000 00 Propane P gal 91 500 00 gal hr 91 500 00 Fuel Oil O gal 139 600 00 gal hr 139 600 00 Wood X Cord 17 100 000 000 kBtuh 1 000 00 Steam T klb 1 040 000 00 kBtuh 1 000 00 Solid Fuel S kBtu 1 000 00 kBtuh 1 000 00 Gasoline L gal 114 000 00 gal hr 114 000 00 Diesel D gal 130 000 00 gal hr 130 000 00 Water W Unit 748 0519 Unit day 31 1
24. 688 Waste Water R Mgal 1 000 000 00 Mgd 41 666 67 Garbage B yd 27 yd 27 Biomass Q Ton 16 000 000 Ton hr 16 000 000 ENERGY CONSULTING 80
25. Bill dates often do not perfectly align with the 365 day calendar year It may be necessary to add an additional month of weather at the start or end of the tuning period to cover any days that spill over into the previous following year ENERGY CONSULTING 34 Option C User s Guide How to Enter and Display Project Data 3 5 2 Weather History Weather data is entered as daily high and low temperatures All data may be edited directly into this register This is useful for correcting errors or filling gaps that may be the result of severe meteorological events example hurricane tornado etc Typically users will use an import file to keep this information current ENERGY CONSULTING 35 Option C User s Guide Reporting 4 REPORTING 4 1 OVERVIEW Option C Basic includes an integrated reporting engine The Option C Basic Reporting feature can be used without leaving the program To create your own project reports first select the Reporting task by clicking the corresponding icon in the side viewer Figure 4 1 After selecting this option a menu with all the reports that can be generated will appear in the Navigation Panel e DO E E New Project Option C a x File Home Data 9 Name Reports amp Utility Data Reports E Reporting Load Factor Report Missing Bills Report Diagnostics Report Bill Register Report Building Breakout Report Pie Chart Report Benchmark Report 08 05 08
26. Firm Service for delivery The opposite is Non Firm service for electricity or interruptible service for gas In times of shortage Non Firm customers may not receive energy This happened to many non firm ENERGY CONSULTING 70 Option C User s Guide Glossary of Terms customers during California s notorious summer of 2001 Fuel Adjustment The additional charges or credits that some utility companies include in their bills to offset the variance in the price of the fuel used to generate electricity This adjustment is typically represented as cents per kWh It is not uncommon for fuel adjustments to be negative Gas Cost Recovery Most utility companies define Gas Cost Recovery as the average cost per thousand cubic feet of gas purchased or produced for sale to the customers of the utility In other words it is the difference between what the utility paid for the gas and what they sold it to their customers for Horsepower A horsepower is unit of measurement used to determine the capacity of a mechanism to do work One Horsepower is the equivalent of raising 33 000 pounds one foot in one minute 1 horsepower equals 746 Watts of electricity at 100 efficiency Interruptible Service Gas that is sold without any form of guarantee of delivery Utilities are able to curtail delivery to their interruptible customers to allow for seasonal or shortfall adjustments Gas billed to interruptible costs less than that sold on a Firm sales basi
27. GY CONSULTING 73 Option C User s Guide Glossary of Terms Public Utility Commission Ratchet Some utilities charge customers for demand based upon not just the current billing period s metered demand kW but they also take into account previous months metered demand A typical ratchet may read like Rate Schedule A set of tariffs that present the prices to be charged to the customers of the utility company for services or supply of commodity It also lists the responsibilities of the utility company Read Date Calendar date on which meters were read and recorded Rider A variant to a tariff or rate schedule Riders tend to make rates very confusing because bills don t always tell you that a rider is being applied As a result sometimes you cannot calculate your rate by hand because you don t know all the charges being applied Savings The reduction in the quantity of energy or water that can be discerned from utility bills This is similar but not the same as the term usage avoidance which some people use What makes it more confusing is that some people use the word savings to mean cost avoidance energy avoidance or the reduction in usage or cost that can be determined from utility bills Secondary Service Secondary Metering Secondary Power Electrical service that is metered after the transformer Primary Service is metered upstream of the transformer or on the primary side Shoulder Shoulder is another nam
28. Guide Reporting common energy unit equivalent kBtu A specific utility can be also selected from the corresponding drop down menu see Figure 4 16 Report Name Benchmark Report Name Benchmark Report Options Report Options 9 Cost Total Y Cost Total Consumption Credit Q Consumption Total v Miscellaneous Total Tax Electricity All Bills Pump hd AI Bills Natural Gas Demand Fuel Oil The last Electricity f The last Water Natural Gas Bills for Fuel Oil Bills for to Water Year To Date 1 17 2015 2 18 2015 Year To Date 1 1 2015 2 25 2015 Figure 4 16 Benchmark report options for Cost left and Consumption right gt Use Reporting Month Prorate bills to months This option is grayed out because it is a project setting determined in the setting pane Report Level it determines the extent of the report It can be fixed at Project Site Area or Meter Select item s reports can be created for the whole project or for a specific Site Area or Meter by selecting the appropriate option from this drop down menu If you select Site Area or Meter the option box below will be activated and you will be able to select if you want to include in the report all the items in the selected category or do a partial selection To make a selection of items click on the Selected check box and a Select button will be activated Click on the Select button and a check box window wi
29. ING 14 Option C User s Guide General Project Layout 2 4 1 Adding a Site As a first step to set up your project you will have to create a Site To do that right click on your project s name in the Tree View area to show the options menu and then choose New Site Figure 2 8 This will open the New Site Data Form to add information and visualize data Section Site Data Panes will focus on how to enter and visualize Site data P 13 e Gw v New Project Option C SKS File Home Data 9 Name E A z Project Site New Site LL New Project Tree View lg i New Site Site Details Charts Weather Name New Site Description Country K State x Current Floor Area SqFt Weather Y LA Project GC Reporting Import Export B Settings Site New Site is loaded in 0 01 seconds L 4 Figure 2 8 New Site Data Form 2 4 Adding an Area To create a new Area right click on the Site name where the area will be added and then choose New Area This will open the New Area Data Form to add information and visualize data Figure 2 9 Section Area Data Panes will focus on how to enter and visualize Area data ENERGY CONSULTING 15 Option C User s Guide General Project Layout E e De BN New Project Option C Jeo File Home Data 9 Name Project Se Area New Area gt Le New Project Tree View E New Site Area Details Charts New Area i Weather Name New Area Country M Description State Effective Date Buildi
30. Meters stored in the file will be classified as Matched or Unmatched ENERGY CONSULTING 60 Option C User s Guide Import and Export Files NOTE In case some of bills cannot be imported or they were read with errors an intermediate message reporting it will appear instead Click Next to Continue sl 0 Gg File Home Data Import Export Metrix File Import MT1 File Import Text File Import MT1 File Export Text File Export Manage Templates D Project g Reporting Import Export E Settings gt New Project metrix5 Metrix 5 Express e a x Import From MT1 File Data Matching Please assign Target Meters and choose appropriate Action for each unmatched meter Press Import button to start data import from provided MT1 file to your currently opened project Unmatched 2 Matched 0 Meter Number AccountNumber Utility Status Action Target Meter b Primary Elec XYZ Electric Electricity Valid New X Primary Gas XYZ Gas Natural Gas Valid New Apply an action to selected rows M Import Cancel Area Area 1is loaded in 0 95 seconds Figure 5 4 Screen reporting Matched and Unmatched imported meters Matched tab Option C Basic looks for a meter name and account in the import file that matches up with a name and account of a preexisting meter in the project Any import meters that can be matched are imported automatically Matched meters will be shown in the Matched tab Unmatched tab any meters that co
31. SULTING 68 Option C User s Guide Glossary of Terms Appendix A GLOSSARY OF TERMS Billed Demand Billed Demand is not the same as Metered Demand Metered Demand is the highest kW value measured over a 15 minute interval or some variation of this Utilities often will charge their customers not on Metered Demand what they used but rather on Billed Demand Billed Demand is calculated for each billing period based upon several factors which can include a proportion of the highest demand over the previous 12 months minimum demand and or highest demand in a specific time period Billing Period The billing period is the time period for which a customer has been billed The Billing Period stretches from the bill s start date to the bill s end date and these dates typically reflect when the meter was read BTU British Thermal Unit The BTU is the standard unit of measurement for heat A BTU is defined as the amount of energy needed to raise the temperature of one pound of water 1 degree Fahrenheit from 58 5 to 59 5 degrees under standard pressure One kWh has 3413 Btu s CCF An abbreviation for One Hundred Cubic Feet CCF are used to measure consumption of water or natural gas Sometimes a CCF of water is called a Unit A CCF of water is about 748 gallons Constant Meters do not directly measure energy or power but rather measure some other factor which is then multiplied by a constant in order to determine the amount of en
32. Target Meter selected OBBE DemoProject metrix5 Metrix 5 Express Jed File Home Data v Import Export Import From MT1 File Data Matching Metrix File Import Please assign Target Meters and choose appropriate Action for each unmatched meter Press Import button to start data import from provided MT1 file to your currently opened project MT1 File Import Text File Import Unmatched 2 Matched 0 MT1File Export Meter Number Account Number Utility Status Action Target Meter R gt e z 4 Primary Elec XYZ Electric Electricity Valid Import k Text File Export Primary Gas XYZ Gas Natural Gas Valid New Site Area Meter Meter Account Utility Site NERIS Site 1 Sitel Area 1 S1Al Hectriity 1010 Ames elec 51 9944280 7 Electricity Site1 Site 1 Sitel Area 1 S1A1 Glectricity2 1010 Ames small elec 51 9944280 7 Electricity Site 1 Site 2 Site2 Area 1 1060 Dayton s Bluff el 1060 Dayton s Bluff el 51 9958829 9 Electricity Site 2 Site 2 Site2 Area 1 1060 Daytons Bluff PL 1060 Daytons Bluff PL 51 9958898 2 Electricity Site 2 Site 3 Site3 Areal 1140 A Johnson Hlec 1140 A Johnson Elec 51 9958699 1 Electricity Site 3 Site 3 Site3 Areal 1140John A Johnson PL 1140John A Johnson PL 213041 Electricity Site 3 Site 4 Site4 Area 1 1180 Nokomis Electric 1180 Nokomis Electric 51 9958719 6 Electricity Site 4 Site 5 SiteS Areal 1190 Parkway Electric 1190 Parkway Electric 51 9958767 4 Electridty Site 5 D Project Site 1 S
33. a Site belonging to the same type of utility are combined in this report Figure 4 9 presents the Building Breakout Report at the Area Level for all the areas belonging to Site 1 of our example project and for all bills registered As it can be observed for each area in Site 1 consumption cost and associated percentage are provided for each utility type Area 1 in our example has two different electricity meters that have been combined in the Electricity category ENERGY CONSULTING 44 Option C User s Guide Reporting Soa a ma a HEED Building Report for Project Demo Project This report displays all bills Building Fuel Type Consumption Units Cost S Percent New Area Food Waste 4 885 yd3 513 397 42 8 Garbage 5 769 yd3 17 926 57 2 31 323 100 0 Site1 Area 1 Electricity 334 565 kWh 34 547 36 2 Natural Gas 76 818 Them 57 170 59 9 Water 712 Unit ccf 3 746 3 9 95 463 100 0 Site1 Area 2 Electricity 1 605 522 kWh 155 446 47 6 Natural Gas 172 927 Therm 149 675 45 8 Water 7 226 Unit ccf 21 352 6 5 326 474 100 0 Site1 Area 3 Electricity 1 600 569 kWh 145 323 54 8 Fuel Oil 2 493 Gal 6 235 2 4 Natural Gas 147 425 Them 91 889 34 7 Water 7 228 Unit ccf 21 612 8 2 265 058 100 0 Site1 Area 4 Electricity 196 760 kWh 23 024 49 8 Natural Gas 25 275 Therm 20 225 43 8 Water 850 Unit ccf 2 971 6 4 46 220 100 0 Figure 4 9 Building Breakout Report 4 2 6 Pie Chart Report Report Op
34. amm QWERVIEW e SRE ES ENA E E A EN OEE A E E D 36 4 1 1 Report Options and Document Viewer 36 422 JMETY DATA REPOR EE 37 4 2 1 Load Factor Report o titt A e EE odds E E RE 37 42 2 Missing EE EE 40 4 2 3 Diagnostics RepOFt isi a a ee er re FOR VENERE Ia a dE aa SEENEN 41 4 2 4 Bill Register Report 43 4 2 5 Building Breakout Report 44 42 6 Pie Chart REDON eege EE eee aein oe eere eR ee Goa PERPE Qe paved ua 45 4 2 7 Benchmark Report 47 43 TIME ACROSS REPORTS rect naue eegen 50 4 3 1 Time Across Years Report estie asat desees eee E a ANERE 50 4 3 2 Time Across Fuel Types Report Auen 53 4 3 3 Time Across Items Report ease ee entere edant equi a dada poe dca saos na kde dedu a 56 5 IMPORT AND EXPORT FILES oriri eonun e opua a to aka co poaae o o YR sn EE RR Oo P YR RN OPERE Kano 59 DL IMPORT DATA EE 59 5 1 1 MTI Fil IMPONE ed dE ete ide does Siac des De er edes Eee N ao 59 5 1 2 Text ERT EE 62 5 2 EXPORT DATA casts 63 5 2 1 MTI STU ME 63 5 2 2 TOXE FIC EXP ODE m P 65 bi3 EE 12 555 R svess cosuteweaedastevags tea debanesevbasneseaebestadaseantentevsseus chaaneseaeliie eO UP RN UMS 66 APPENDIX A GLOSSARY OF TERMS erase os orna n ooa a nuo s oaa se a eo RR SR RR ORR SR RR EE KEE 69 APPENDIX B EXAMPLE PROJECT wisiccssssccccsssccsccssssceccssssscccssssssccsssscacecsssssccssssanccssssssccsossaa
35. astern Hts Water Water 057944 1070 Eastern Hts Water ES Reporting DemoProject Site 2 Site2 Area 2 1070 Eastern oil Fuel Oil Eastern Oil 1070 Eastern oil b Import Export Select All Clear All 3 of 61 selected B Settings Export Cancel Weather SITE_WEATHER is loaded in 1 81 seconds Figure 5 7 MT1 File Export main screen 2 Select the meters check the boxes for the meters for which you want the bills exported You can also select all the meters or clear the selection by clicking the Select All Clear All buttons at the bottom of the screen Once you are done with the selection click Export 3 Select the destination file name and folder after clicking Export a File Explorer window will pop up asking you to select the destination folder and assign a file name When done click Save 4 Check results If the information has been successfully exported and the MT1 file created a window like the one shown in Figure 5 8 will appear If an error message appears Click OK to go back to the main Import Export menu ENERGY CONSULTING 64 Option C User s Guide d Fil Import Export a a GW GN E Home Metrix File Import MT1 File Import Text File Import MT 1 File Export Text File Export Manage Templates Project Reporting Import Export Settings Data Export to MT1 File Results DemoProject metrix5 Metrix 5 Express Import and Export Files 3 meter s are exported to M User Files Maria 20151
36. ation Panel Reporting amp pm lE amp D Report Load Factor completed in 4 seconds O The last of bills for each meter Osisfr 112015 to 5 14 2015 O Year To Date 1 1 2015 5 14 2015 g amp Up Bri A a ew SI Report Level Meter Select Meter v item s Report Options Project Demo Project Ares Site torent 3 Hiblll 2 I I I Load Factor Report for Project Demo Project Sre Sre d Meter STAT Electrcity This report displays ait bills Unity Electricity Account 51 9944280 7 mes zem Document End fe Days maan 29 rr E maen Gegen 7 12 2018 OR 10 20 0 03 03 2010 10 08 2010 11 09 2010 12 09 2010 0112011 gema managen EH asiyan osaan CE ow oH 6 BM Mou Ww oM ww vm 22104 18572 E 18514 a E 4135 Aa 5050 sem ism Viewer voB BKG ZOB BAAB Figure 4 2 Sections on a typical Reporting screen 4 2 UriLiTY DATA REPORTS 4 2 1 Load Factor Report This report will provide information about Load Factor LF for all or some of the electricity meters in the project LF measures how energy is used in a specific time period compared to the peak usage in the billing period For an accurate definition of Load Factor review Appendix A Glossary of Terms Report Options Figure 4 3 shows the Report Options menu for the Load Factor Report Options described here also
37. ations In the meantime Option C Basic provides a simple way to track cost savings by comparing bills from different periods of time With Option C you can Track utilities for any type of facility commercial industrial institutional residential etc gt Import export data easily Trackalmost any type of utility including electricity natural gas water fuel oil propane solid waste sewage and so on Trackone or hundreds of meters located at one or many different sites Compare the operating costs between facilities Perform system diagnostics through identification of abnormal cost or usage to reduce operating cost overruns Create pdf reports with graphical data for easy interpretation ENERGY CONSULTING 1 5 Option C Basic User s Guide Chapter 1 Introduction In the near future we expect to add many features to Option C Basic that will help you with your utility tracking Some of these features include Energy Star Portfolio Manager compatibility and the capability to model your utility rates to ensure that your utility is charging you correctly 1 2 WHO Uses OPTION C BASIC Option C Basic was designed for energy managers and facility managers who want a simple easy to use software to report building utility performance The software was designed for ease of use and should not require in class or web training although free tutorial videos are available 1 3 CONTACT INFO 1 3 1 Mailing
38. be explained in section 3 5 Weather Data Panes 3 2 2 Charts Tab Charts in this tab will summarize information from all the areas assigned to a particular site i e it contains information from all the meters in all the areas assigned to the selected site It provides a useful comparison of the resources assigned to each particular utility There are a total of 8 graphs available but only those relevant to the meters assigned to your project will be shown When a site consists of only one area charts in this section are not relevant since they mostly duplicate information at the area level For a detailed description of each of the graphs see section 3 1 2 Charts Tab at the Project level 3 3 AREA DATA PANES As a reminder all areas at a site will have the same weather of that site Typically they also have the same address but are unique in construction to warrant splitting the utility tracking An example east and west wings of a single campus where usage is not similar Just replace Project by Site and Site by Area ENERGY CONSULTING 27 Option C User s Guide How to Enter and Display Project Data At the area level two tabs Area Details and Charts will appear in the main screen to allow you enter relevant information or to examine relevant area data 3 3 1 Area Details Tab Figure 3 10 shows the Site Details tab for a new area se UG BN 7 New Project Option C Lm x File Home Data v p Name Area New Ar
39. blems for each meter are identified based on a predefined list of possible issues Quality tests listed in Table 4 1 are routinely performed on each meter Cl Usages testan 20 Lower than the average bil forthis meter s Demandis morethan 20 Higher than the average bil forthismeter e Demandis lessthan 20 Lower thanthe average bill forthismeter L8 __Costisessthan 20 owerthan the average bilforthismeter Ls _ ___Goavusage tess than 20 Lowerthanthe average bilforthismeter Table 4 1 Quality tests performed for the Diagnostics Report Figure 4 7 shows the Diagnostics Report for 3 meters selected from Area 3 of Site 1 of our Example project Column Notes lists the issues detected in each bill using the ID number described in Figure 4 7 Red boxes blue boxes and colored text in some of the cells highlight the parameter associated with the identified issue A red blue box indicates a magnitude 20 higher lower than the average for that parameter Red blue text refers to values with a higher lower value than the previous year s bill for that parameter ENERGY CONSULTING 42 Option C User s Guide Reporting DemoProject OptionC Option C Dp Bj 7 A awa a gt iFP a Allia j Diagnostic Report for Project Demo Project This report displays bills for the last 12 months Project DemoProject Site Site 1 Utility Electricity Area Site 1 Area 3 Meter S1A3 Electricity Account 11 0000000c11 From To Days
40. ccss 76 APPENDIX C MT1 METER REGISTER FILE FORMAT eeeeee ee eene ener nnn 78 APPENDIX D CONVERSION FACTORS AND ENERGY UNITS eeeeee eere nennen 80 ENERGY CONSULTING 4 Option C Basic User s Guide Chapter 1 Introduction 1 INTRODUCTION TO OPTION C BASIC 1 1 WHATIS OPTION C BASIC Welcome to Option C Basic the ultimate utility tracking software package for energy managers and facility managers We have developed the Option C software platform along two tracks Option C Basic is a simple application designed for energy managers and facility managers who need to track and report on their utility usage and costs Option C Pro is a fully loaded version that will provide weather normalization and whole building measurement and verification Option C Pro is designed for performance contractors and their customers who want to track energy savings according to the existing measurement and verification protocols Option C Basic was created to provide everything a facility manager would need from a utility tracking program The program offers easy importing of bill data cost and usage tracking and reporting capabilities Option C Pro will be available in late 2015 or early 2016 allowing for regression of utility bills to weather and or any user defined variable scenario management baseline adjustments variables a rate engine and other capabilities to provide full Cost Avoidance calcul
41. cocti re eaae cete ie ee ra eee DR STEEL FARO kd Do COR Rd RECEN e REL caanatennas 14 241 Adding O TE 15 24 2 JAAdding Gn E ME 15 243 Adding EE 16 2 44 Adding a Variable esses eene einn nnne ern rn nnns sensa satanas asses essa rada nn 17 2 4 5 Adding a Weather rem 17 2 5 DELETING PROJECT ITEMS ee rt eer rac ere tene erra seed REENEN dee Eege ENEE dee EEN 18 2 6 COPYING OR MOVING EXISTING EMS 19 2 7 USING ELEMENTS FROM EXISTING PROJECTS eese eene enne eene nne enhn enne 20 3 HOW TO ENTER AND DISPLAY PROJECT DATA eeeee ee eene ene neenon nnns 21 St PROIECT wd lS RmTT 21 3 1 1 Project Details Tab cette siete EE den tete A 21 SVP Care Tolo 21 32 SITE INE 26 3 2 1 Site Details TOD scie enn eae en an eee 26 3 2 2 Charts Tab EE 27 3 3 JAREADATA PANES Io iori erede ee Y eed uude ve de ETE EA OER EAE 27 3 3 1 Ared Details Tab eite ee tee ete Vda aeo Fra Fauna Ua uv daa Ley Ea ERR 28 33 2 Charts tab NEE 28 3 4 METER DATA PANES ceteri terra ee etr aee deed Ce ee EEA 29 3 4 1 Meter Details Tab 29 34 2 JBill Register Tab i P E SER E da Egger 29 343 Charis TaB E 32 ENERGY CONSULTING 3 3 5 WEATHER DATA PANES sai eege tenets tpe e pete npe eres eise t a oett pete E E E Re e Rep SeE 34 3 5 1 Weather Information i IH reside terere Roe ee ee 34 3 5 2 Weather HiStOFy eR rete ri e Rte PE redire Fede ee EEE ee PE RERE 35 LE iduenidl cec Emm 36
42. d for our Example project using bills for the last 12 months All meters in the project were used to generate this report ei DEN Bi e DemoProject OptionC Option C SKS fie Home Data X p Name Report Name Pie Chart E Reports Report Options o Je m re E USity Data Reports xs NBEa aR Daags 5 D a IB Load Factor Report H Cost B3 Missing Bils Report H Diagnostics Report Consumption BI Bill Register Report o bulking Breakout Report Consumption Summary by Utility Type for Project B3 Pie Chart Report O Alais Demo Project B8 Benchmark Report E Time Across Reports thelast 12Months of ills for each meter This report displays bills for the last 12 months B Time Across Years Report Bis for i Fuel Type Consumption Units Combined Usage Percent BS Time Across Fuel Types Report esan veo EE Electricity 3 922 574 99 kWh 13 387 748 53 Equiv kBtu 31 50 Fuel Oil 677 00 Gal 94 509 20 Equiv kBtu 0 22 Natural Gas 290 216 00 Therm 29 021 599 90 Equiv kBtu 68 28 2 Report Level Project Total 42 503 857 64 100 00 e Report by Bill Date Use Reporting Month Prorate Bils to Months Select Project item s Project SEE Bh Electricty 31 50 Bh Fuel oi 0 22 Jis Natural Gas 68 28 a only B Page 1 of 1 100 o Report Pie Chart completed in 0 16 seconds Figure 4 11 Pie Chart Report 4 2 7 Benchmark Report Report Options Figure 4 12 shows the Report Opt
43. e Energy 6 F BTUH unit Unit i e there are 3413 Btuh sin 3413 a kW 7 G Year Meter read date year 1999 8 H Month Meter read day month 3 9 Day Meter read date day E 10 J Number of days in bill period Number of days in bill period 29 11 K Total Cost Billed amount for the account 1234 56 12 L Miscellaneous Service charges late fees etc 1234 56 13 M Credit Credits rebates etc 1234 56 14 N Tax Tax 1234 56 15 O On Peak Quantity Cost Where available from utility co 1234 56 16 P On Peak Quantity On Peak Quantity 1234 56 ENERGY CONSULTING 78 Option C User s Guide MT1 Meter Register File Format 17 Q Off Peak Quantity Cost Where available from utility co 1234 56 18 R Off Peak Quantity On Peak Quantity 1234 56 19 S Partial Peak Cost 20 T Partial Peak Quantity 21 U Super Off Peak Cost 22 V Super Off Peak Quantity 23 W On Peak Demand Cost 24 X OnPeak Demand 25 Y Off Peak Demand Cost 26 Z Off Peak Demand 27 AA Partial Peak Demand Cost 28 AB Partial Peak Demand 29 AC Super Off Peak Demand Cost 30 AD Super Off Peak Demand 31 AE On Peak Supply Cost 32 AF On Peak Supply 33 AG Off Peak Supply Cost 34 AH Off Peak Supply 35 Al Partial Peak Supply Cost 36 AJ Partial Peak Supply
44. e available options will appear in the Data Panel s Ju d DemoProject OptionC Option C Uess File Home Data S Import Export Import Wizards Export Wizards Templates MT1 File Import MT1 File Import Mt1 Export Manage Templates Text File Import Text File Import Text File Export MT1 File Export Text File Export Manage Templates 2 Project ER Reporting Import Export Gh Settings Report Time Across Items completed in 0 17 seconds Figure 5 1 Import Export main menu 5 1 IMPORT DATA Imported files must be in comma separated variable CSV format and can be easily created in Excel The Import feature allows users to add modify or transfer large amounts of data in just one step Below each one of the file types that can be imported into Option C Basic are described 5 1 1 MT1File Import Utility bill data is stored in files using the MT1 format This section covers how to import bill data that has already been formatted into the import file format For details on how to create an MT1 file review Appendix C To import a MT1 file follow these instructions 1 Select the MT1 file Click on the MT1 File Import button in the main menu shown in Figure 5 1 A new window as the one shown in Figure 5 2 will appear This window will ask you to provide the file path ENERGY CONSULTING 59 Option C User s Guide Import and Export Files sl Gigi New Project metrix5 Metrix 5 Express SS File Home Data
45. e for Park Peak or Mid Peak which are TOU Periods A shoulder period might be from 8am to 10am and from 4pm to 6pm on weekdays Solid Waste Garbage Super Off Peak A few rates have a Super Off Peak Time of Use TOU Period This is a fourth TOU period that would probably represent night hours and weekends Surcharge A special charge tax or fee billed to a customer that is not a standard part of a utility s tariff ENERGY CONSULTING 74 Option C User s Guide Glossary of Terms Storm Water Water originating from rain or other outside sources that does not enter the sewer Tariff A document or schedule filed by a utility company with its federal or state regulatory agencies that presents the rates charged to its customers for the services or commodity delivered Temperature Sensitive Usage The energy used that is related to weather This would mean air conditioning equipment chillers cooling towers boilers hot water pumps etc Therm 100 000 Btu s Time of Use Some rates bill their customers based upon the time of day the energy was used For example a rate may have On Peak and Off Peak Charges On Peak would represent the period of time in which energy is most in demand and most expensive and Off Peak would represent the period of time in which energy is least in demand and least expensive For example in California On Peak would be during week days and Off Peak would be week day nights and weekends Some TOU
46. e of 1 000 000 Btu MMBtu Meter A device used for measuring consumption or demand Mid Peak Mid Peak is another name for Park Peak or Shoulder which are TOU Periods A Mid Peak period might be from 8am to 10am and from 4pm to 6pm on weekdays MMBTU One Million Btu Multiplier Often referred to as Meter Constant See Constant Non Firm Service Some utilities allow customers to receive Non Firm service as opposed to Firm service Non Firm Service means that the utility does not guarantee service all the time and therefore is less expensive However in times of power shortages non firm customers may not receive any power at all as happened to many non firm customers in California during the notorious summer of 2001 Non Temperature Sensitive Usage The energy used that is not related to weather This would include computers lights pumps kitchen equipment etc ENERGY CONSULTING 72 Option C User s Guide Glossary of Terms Off Peak A time period determined by a utility company to reflect the time of day when demand is at its minimum Usually Off Peak represents evenings nights and weekends On Peak A time period determined by a utility company to reflect the time of day when demand is at its maximum Usually On Peak represents weekday hours Power Factor A method of determining the quality of energy being used at your facility Facilities using large amounts of uncompensated fluorescent lighting or ac induction
47. ea L New Project E New Site Area Details Charts New Area Name New Area Country Description State Ad Effective Date Building Area SqFt Percent Conditioned PercentHe Weekly Operation Hours Workers On Main Shift Number Of PC Comment Project Ki 4 B B Area New Area is loaded in 0 35 seconds Figure 3 10 Area Details Tab gt Name Description Country State are all self explanatory Tip keep in mind that large projects can be sorted by description as well gt Description table this table can be used to enter historic area information and track modifications in building area or other relevant building features Effective Date enter the date when the stated changes became effective gt Building Area SqFt this area will be used to calculate the total area for the site The area for the most recent effective date will be used Percent Conditioned Percent Heated Weekly Operation Hours Workers on Main Shift Number of PCs These inputs are the inputs for Energy Star The inputs are not yet used Comment add here any other relevant information 3 3 2 Charts tab Charts in this tab will summarize information from all the meters assigned to a particular area It provides a useful comparison of the resources assigned to each particular utility There are a total of 8 graphs available but only those relevant to the meters assigned to your project will be shown For a detailed description of eac
48. elected area will be included in the report Since we have decided to include only items in Site 1 4 graphs one per area in Site 1 will appear in the generated report DemoProject Optiont Ophon C Report Name Tene Across Years Report Options Hee aHRwMw QA a W s a gt S eB ID a Actual Total for Project Demo Project Area Site1 Area 1 D EEE Eee Feb Mar Apr May Jun Ju Aug Sep Oct Nov Dec Total 84 2195 2198 21579 um e a e 43 3458 S598 mae 3 248 ns 7a 746 788 Se 7 um am z n 0904 E i i Page ol 5 100 Report Time Across Years completed in 0 57 seconds Figure 4 17 Time Across Years Report 4 3 2 Time Across Fuel Types Report Report Options Figure 4 18 show the Report Options for the Time Across Fuel Types Report ENERGY CONSULTING 53 Option C User s Guide Reporting 8 3 si D EN BN v DemoProject OptionC Option C Le E File Home Data MA y Name Report Name Time Across Fuel Types BS Reports Report Options B Utility Data Reports E Load Factor Report Det B5 Missing Bills Report BB Diagnostics Report Consumption 25 Bill Register Report g Building Breakout Report E Pie Chart Report Al Bills BB Benchmark Report Time Across Reports The last of bills for each meter ES Time Across Years Report Bills for to BS Time Across Fuel Types Report g Time Across Items Report Year To Date 1 1 2015 5 14 2015
49. emoProject OptionC Option C e jJ x File Home Data S Name Report Name Time Across Years Reports Report Options Utility Data Reports ES p S Load Factor Report Cost BS Missing Bills Report El Diagnostics Report Consumption Total Y 25 Bill Register Report 20 Building Breakout Report ga S Pie Chart Report RenortLevel Meter BB Benchmark Report Ti oss Reports Ei Time Across Years Report E Time Across Fuel Types Report BU Time Across Items Report 2 Select Site gt item s 5 2 All J Selected Site i lt All gt M Years W Year Ending 12 1900 n VW Year Ending 12 1901 NM Year Ending 12 1902 NM Year Ending 12 1903 M1 Year Ending 12 1904 S stc Scenario s Actual Y ia iaa Apply Gb Report Benchmark completed in 0 14 seconds k 4 Figure 4 15 Report Options for the Time Across Years Report Reporting variable Reports can be created using either Consumption or Cost If Cost is selected information can be presented using total Cost or any of its breakdown components such as Credit Miscellaneous Tax Consumption and Demand or particular utility type by selecting the appropriate option from the enabled drop down menu see Figure 4 16 Regarding Consumption the report can be generated using total consumption for all utility types in which case all utilities are normalized to a 5 only when costs are detailed in the Bill Register ENERGY CONSULTING 51 Option C User s
50. ented in section Settings 3 5 WEATHER DATA PANES Weather is stored at the Site level When laying out a project remember that weather is stored at the Site level Sites are usually unique geographical locations that have their own weather patterns In order to create a weather profile for one or several sites enter the required information in the Weather Information tab 3 5 1 Weather Information Figure 3 17 shows the Weather Information tab for a weather profile that has just been created x 13 e DMR e New Project Option C BIS File Home Data C Name Project lt Weather New Weather LL New Project Tree Vew C New Weather Weather Information Weather History Weather Name New Weather Source Location Location Description Weather History StartDate End Date ZF Project g Reporting S Import Export E Settings Weather New Weather is loaded in 0 11 seconds Figure 3 17 Weather Information tab Name Description these cells are again self explanatory Source Location Option C Basic needs to assign a name to the weather location Enter the 3 to 4 letter airport code where the weather data was collected Example LAX for Los Angeles California Major cities will have more than one airport user discretion is required to determine which is most appropriate Weather History Start and End Date Weather start and end dates will be updated based on the information entered in the Weather History tab Tip
51. ergy or power used Consumption The measured amount of energy or water used during a given period This is different from demand which can be thought of as the greatest rate at which the energy or water is delivered at any one time during the billing period In terms of electricity Consumption Meter Some electricity meters measure consumption only and not demand These meters are called consumption meters Contract Carrier A contract carrier is an oil or gas pipeline company that sells its services to the customer ona contractual basis ENERGY CONSULTING 69 Option C User s Guide Glossary of Terms Contract Demand Some electricity rates require the utility to establish a Contract Demand for each individual meter The Contract Demand is the capacity in kW that the utility has judged the customer might use at peak conditions Customers are often billed for contract demand indirectly such as billed kW the maximum of 50 of contract demand or current month s metered demand Customer Charge Many rates have a monthly or daily charge that customers pay whether they use energy or not Different utilities will call it customer charge monthly charge facilities charge service charge etc Cubic Foot A Cubic Foot is the volume of gas required to fill one cubic foot of space at 60 degrees Fahrenheit at sea level 14 73 psi Deduct Meter A Deduct Meter is a special in line water meter used to measure water consumption that does
52. g total consumption for all utility types in which case all utilities are normalized to a common energy unit equivalent kBtu A specific utility can be also selected from the corresponding drop down menu see Figure 4 13 3 Only when costs are detailed in the Bill Register 4 For more information about energy conversion factors visit Appendix C ENERGY CONSULTING 48 Option C User s Guide Reporting Report Name Benchmark Report Name Benchmark Report Options Report Options 9 Cost Total v Cost Consumption Credit 9 Consumption Total Miscellaneous Total l Tax Electricity A All Bills Consumption All Bills Natural Gas Demand Fuel Oil The last Electricity The last Water f Natural Gas Bills for Fuel Oil Bills for to Water Year To Date 1 1 2015 2 18 20 15 Year To Date 1 1 2015 2 25 2015 Figure 4 13 Benchmark report options for Cost left and Consumption right Bills used for the report the report can be created using all the bills introduced in the Bill Register The last x Months of bills for each meter Bills within a certain period of time or Year to Date for the 12 most recent months of data Variable it determines the reference variable that will be used to normalize Cost or consumption in order to properly benchmark facilities This feature will allow you to correct for factors like area or different number of bill days If
53. h of the graphs see section 3 2 2 Charts Tab ENERGY CONSULTING 28 Option C User s Guide How to Enter and Display Project Data 3 4 METER DATA PANES At the meter level three tabs Meter Details Bill Register and Charts will appear in the main screen to allow you enter relevant meter information or bill data or to examine relevant meter data 3 4 1 Meter Details Tab Figure 3 11 shows the Meter Details tab for a new meter 1 e D WB e New Project Option C mma NS File Home Data M Name Meter New Meter 1 LL New Project EL New Site Meter Details Bill Register Tuning Charts z New Area vi New Meter 1 Name New Meter 1 Account Number New Meter 1 Description Project Utility Change Utility Ei e U5 Meter New Meter 1 is loaded in 0 53 seconds Figure 3 11 Meter Details tab Name Account Number Description Relatively self explanatory these determine the name for the selected meter assign an account and account number to it and allow the user to enter a description Note the account number you enter must exactly match the account number on the Import Tab as well Option C Basic will automatically prompt users when a change occurs in the account in either tab and offer to synchronize them for you gt Utility Select the utility type from the drop down menu that appears when you click the Change Utility Available options are electricity natural gas propane fuel
54. i 1060 Daj oj ei osoa PY e 1060 day L Paste Whole Tree e 1060 Da IA Delete Ctri Delete E Site2 Area 2 New Meter CtrleX Ctrl C Ctrl V Area Sitel Area 4 AreaDetais Charts Name Site1 Area 4 Description Description for Area 4 Effective Date Building Area SqFt Percent Conditio 9 1 1962 16 339 0 ac Figure 2 15 Copy a meter from one area and paste it into another one ENERGY CONSULTING 19 Option C User s Guide General Project Layout 2 7 USING ELEMENTS FROM EXISTING PROJECTS If you start from an existing Project you can quickly transform it into a new Project by opening the existing Project and saving it to a different name This may be the best approach when you are creating a new Project that is similar to an existing Project From the File menu choose Open The File Open dialog box appears as shown in Figure 2 9 T d Data Search Data Organize v New folder 2 NER Name Date modified Type Size BE Desktop New Project OptionC 5 1 2015 5 34 PM OPTIONC File 1 216 KB n Downloads E Recent places 1 US Geological Su d Energy Audits J 0 Sharepoint DA di Sundance Severir di Option C jE This PC J abraxasfiles abxs ik Desktop B Documents B Downloads p Music Wb Dieter M File name New Project OptionC v OptionC Project OptionC v Open Cancel Figure 2 16 Opening an Existing Project Select a
55. ic Site Area or Meter by selecting the appropriate option from this drop down menu If you select Site Area or Meter the option box below will be activated and you will be able to select if you want to include in the report all the items in the selected category or to include only a partial selection To make a selection of items click on the Selected check box and a Select button will be activated Click on the Select button and a check box window with available items will pop up You can select as many items as you want to be included in the report Figure 4 4 shows this Select check box window to generate a report at the Meter level of a natural gas meter located in Area 3 of Site 1 ENERGY CONSULTING 38 Option C User s Guide Reporting oJ ER e E Site Area Meter M Site 1 Area 1 Site 2 Area 2 i Site 3 V Area 3 Meter Natural Gas 2 Site 4 Area 4 Meter Water Site 5 Meter Fuel Oil Site 6 Select All Clear All Select All Clear All Select All Clear All Auto check child items OK Cancel Figure 4 4 Select pop up window for the Report Options Once all the options have been selected click on the Apply button to generate the desired report A document viewer with the report created will appear next to the Report Options area Figure 4 5 Extract of a Load Factor Report Figure 4 5 Report Description For each one of the selected electricity meters the document will show a bar plot of LF 96 vs time followed by
56. ils Report iagnostics Report Consumption Total x jster Report e a Se M Benchmark Report for Project Demo Project B necu ii Comparison of Actual kBtu SqFt for Selected Sites l de E Benchmark Report This report displays all bills iE Time Across Reports The last of bils for each meter E Time Across Fuel Types Report Bj n x Year To Date 1 1 2015 5 14 2015 z W rim iin Variable Square Feet Sitel Area 3 Report Level Area melee New Area 772 p ee ee eee eee ee BE o 4 6 8 100 120 140 160 180 200 220 240 Area Actual kBtu SqFt New Area Tn E MN Site1 Area 1 151 20 a Q selected Sei Aren 3 177 17 Site1 Area 4 195 93 Site1 Area 2 225 15 Site Site 1 Select Ei Scenario s Actual E D Apply 08 Page 1 of 1 100 o Report Benchmark completed in 0 14 seconds Figure 4 14 Benchmark Report 4 3 TIME ACROSS REPORTS Time Across Reports are designed to display project performance over time As the names suggest the three different reports in this category will describe time variability for different years utility types and project items respectively 4 3 1 Time Across Years Report Report Options Figure 4 15 shows the Report Options menu for the Time Across Years Report ENERGY CONSULTING 50 Option C User s Guide Reporting E e D m MN BN D
57. imated Reporting Month Period Start Period End Total 09 2010 9 15 2010 10 15 2010 12 050 80 10 2010 10 16 2010 11 15 2010 9 857 00 11 2010 12 15 2010 8 231 80 Table 2 1 If the Use Reporting Month option is selected the Total cost assigned to October 2010 will be 9 857 the exact value reported in the table for that month If the option Prorate Bills to Months is selected the cost assigned to the month of October will be 15 16 Total October 12 050 80 31 9 857 00 s 10 918 52 Since October has 15 days within the month of 09 2010 and 16 days within the month of 10 2010 Starting Month to select the starting month for graphing and reporting purposes Each time you modify the Settings click on the Apply Changes button in order to save the updated preferences 2 4 ADDING PROJECT ITEMS In this section we will describe how to add items to your project As a general rule remember that in any location within the Tree Structure you may make additions by right clicking on the Parent Item above which you want the new Item to appear Then from the drop down menu click New Item where Item will correspond to the available options for each parent item Option C Basic names the new Item as New Item which may be followed by a number To give it an actual name click once on the new Item to display its Data Form on the right and fill in the Name field in the Item Details tab ENERGY CONSULT
58. ince Report Level has been fixed at Project level this report will contain only one graph summarizing consumption for the different utility types Meters with a common utility type will be added up to obtain overall utility performance DemoProject OptionC Option C Report Name Time Across Fuel Types Report Options n mH aD E 0 Year Ending 12 2010 Aug city Sep Total 444 Iw QBUS 1 1 A1 12 504 888 1 129549 205 608 10 700 3 32 601 600 44 274 45 449 373 ege Total 6 207 680 6764 32 2 Year Ending 12 2011 Jan Feb Mar Apr May Jun A Aug Electricity 1 281 052 1 269 110 1 220919 1 137 051 1 269 077 1 068747 761004 767 85 Faad Waste d n Total 12 468 160 Page of 2 100 Report Time Across Fuel Types completed in 0 18 seconds Figure 4 19 Time Across Fuel Types Report ENERGY CONSULTING 55 Option C User s Guide Reporting 4 3 3 Time Across Items Report Report Options Figure 4 20 show the Report Options for the Time Across Items Report e D Ea WM BN e DemoProject OptionC Option C JYIaJXxJ File Home Data S2 gt Name Report Name Time Across Items Reports Report Options BS Utility Data Reports ES ES Load Factor Report Cost Missing Bills Report Diagnostics Report Consumption Total BB Bill Register Report g Building Breakout Report ER 5 Pie Chart Report Al Bills BB Benchmark Report Time Across Reports The la
59. ing in S for the selected meter for all months reported Different years are presented in different colors As you move your mouse along the graph a pop up box showing the exact cost value for the selected month will appear Figure 3 15provides an example of an electricity meter with bill information for 36 consecutive months from 3 different years Actual Total B vear Ending 12 2012 B Year Ending 12 2011 5 000 EZ vear Ending 12 2010 4 000 3 000 2 000 1 000 Feb Apr Jun Aug Oct Dec May Jul Sep Nov Month Figure 3 15 Actual Total S chart This plot will be affected by the options you selected in the Settings menu see section 2 3 4 Settings e The first month in this plot will correspond to the month you selected as Starting Month If you didn t modify this option the default choice is January ENERGY CONSULTING 32 Option C User s Guide How to Enter and Display Project Data e It will also be affected by the option you selected in Settings for Normalize Bills o Use reporting month In this case the chart is a graphical representation of columns Reporting Month and Total from the table in the Bill Register tab o Prorate Bills To Months in this case Total amounts will be estimated for the corresponding calendar month following the procedure presented in section 2 3 4 Settings gt Actual Utility Type Utility Units This bar chart represents total monthly consumption for the
60. ions menu for the Benchmark Report ENERGY CONSULTING 47 Option C User s Guide D OG am File Home Data Name gt ES Reports Utility Data Reports BB Load Factor Report Missing Bills Report Diagnostics Report Bill Register Report Building Breakout Report Pie Chart Report 05 05 05 08 05 GS 08 e Across Reports Time Across Years Report Time Across Fuel Types Report Time Across Items Report BEB z Reporting i m ag amp Report Pie Chart completed in 0 16 seconds E Benchmark Report 1L Reporting DemoProject OptionC Option C en a x Report Name Benchmark Report Options Cost Consumption Total ad All Bills The last of bills for each meter J Bills for to Year To Date 1 1 2015 5 14 2015 Variable Square Feet M ReportLevel Site v Select Site item s All Selected Site lt All gt Scenario s Actual X Apply Figure 4 12 Report Options for the Benchmark Report Reporting variable Project items can be benchmarked using either Consumption or Cost If Cost is selected comparisons can be made using total Cost or any of its breakdown components such as Credit Miscellaneous Tax3 Consumption and Demand or particular utility type by selecting the appropriate option from the enabled drop down menu see Figure 4 13 Regarding Consumption the report can be generated usin
61. itel Area 2 S1A2 EHlectricity 1020 Vento Electric 51 9958477 3 Electricity Site 1 Site 1 Sitel Area 2 S1A2 Electricity2 1020 Vento PL 51 9958477 3 Electrity Site 1 fag E Reporting Site 1 Site1 Area 3 51A3 Electricity 1030 Cleveland Elec 11200000xx 1ll Electridty Site 1 5 import Export Apply an action to selected rows E Site 1 Sitei Area 4 S1A4 Hectricity 1040 Wheelock Electric 51 9944212 5 Electricity Site 1 Site 2 Site2 Area 2 1070 Eastern Hts elec 1070 Eastern Hts elec 51 9944490 1 Blectricity Site 2 E Settings Meter S1A1 Natural Gas2 is loaded in 0 82 seconds Figure 5 5 Target Meter menu selection 5 Click Import a summary menu reporting all the meters that have been imported or skipped will appear Click OK to go back to the main Import Export menu 5 1 2 Text File Import In order to import a text file a predefined template is required If you have not defined a template yet refer first to section 5 3 Templates in order to create one Only text files in csv format can be imported Click on the Text File Import button in the main menu shown in Figure 5 1 The Text File Import screen shown in Figure 5 6 will appear ENERGY CONSULTING 62 Option C User s Guide Import and Export Files sl Gigi DemoProject metrix5 Metrix 5 Express Lnidx File Home Data v Import Export lt Import From Text File Metrix File Import Please provide a path to text comma separated values file csv Press Next button
62. kWh Demand Total Cost kWh kWh Day LF Notes 12 5 2011 01 17 2012 34 54 431 190 4 955 0 0910 1 600 9 3596 3 7 01 18 2012 02 15 2012 29 56 664 195 5 000 0 0882 1 953 9 4296 3 7 02 16 2012 03 15 2012 29 48 196 190 4 442 0 0922 1 661 9 3696 03 16 2012 04 13 2012 29 44 105 184 4 137 0 0938 1 520 9 3496 04 14 2012 05 14 2012 31 46 469 183 4 107 0 0884 1499 0 3496 05 15 2012 06 13 2012 30 45 619 181 4 214 0 0924 1 520 6 3596 06 14 2012 07 13 2012 30 41 694 140 3 952 0 0943 1 396 5 4296 10 12 14 07 14 2012 08 13 2012 31 20 895 58 2 047 0 0980 674 0 48 4 6 8 08 14 2012 09 12 2012 30 32 831 160 3 655 0 1113 1 094 4 28 4 09 13 2012 10 11 2012 29 43 167 168 4314 0 0999 1488 5 3796 10 12 2012 11 09 2012 29 45 946 185 4 366 0 0950 1 584 3 3696 11 10 2012 12 13 2012 34 57 389 182 5 058 0 0881 1 687 9 3996 3 7 Sum Average Max 365 537 606 195 50 246 0 0944 1 473 6 31 Figure 4 7 Diagnostics Report For example in Figure 4 7 the bill for the first electricity meter corresponding to the period 11 10 2012 to 12 13 2012 has a reported consumption of 57 389 kWh This cell is highlighted in red because the reported value is more than 10 higher than the average value for that meter 4 2 4 Bill Register Report Report Options See Report Options for Load Factor Report Report Description The Bill Register Report provides a summary in the form of a table of available billing information for the selected meters Reported parameters corresponding t
63. lected click on the Apply button to generate the desired report A document viewer with the report created will appear next to the Report Options area Figure 4 14 ENERGY CONSULTING 49 Option C User s Guide Reporting Report Description A Benchmark Report provides a ranking of project facilities Sites or Areas using either Cost or Consumption normalized to the variable selected in the Report Options i e square feet number of days or none as the comparison variable It is important to point out that the project under study must have more than 1 item to allow for comparisons The report will contain a bar graph of the selected variable showing all the chosen Areas Sites organized from highest to lowest variable values and an accompanying table collecting all the data included in the chart Figure 4 14 shows a Benchmark Report for Total Consumption of all the areas the Report Level selected is Area included in Site 1 of our Example project The reference variable used for comparison is Square Feet so the different areas are ranked in the bar plot based on total consumption per square foot kBtu SqFt Remember that total consumption includes contributions from all meters in the selected areas iau DemoProject OptionC Option C SCH e Fie Home Data vi Name Report Name Benchmark Eg Reports Report Options eee meme d E Mim Hg aD E oa am a A la B Load Factor Report ms Cost sing B
64. licable follow the same instructions as for consumption gt Total o The Manual option allows users to enter any amount into the Total column o The Calculated option will over ride any pre existing costs in the Total column by summing any detailed costs selected in the upper boxes In order to be able to select this option the Detailed Cost check box must be active Detailed costs including Miscellaneous Credit Tax costs and costs from all the existing time of use periods will be added up in the Total column gt 1 Day of First Bill As indicated a calendar will pop up to select the first day of billing This information will be used to fill in the Period Start column in the Bill Register Table with Bill information Basic columns in this table include o Estimated check this box when billing data does not come from an actual meter read This column it is useful when utility companies miss their meter read dates since the bill is often an estimate based on the same month from the previous year bill matching only to be corrected after the next meter read Having the ability to indicate whether a bill is estimated or not can save a lot of headache when trying to explain an outlier month where usage was expected to be different than it appears o Reporting Month The reporting month can be manually entered or selected from the pop up calendar see Figure 3 14 x e UG BM e New Project Option C Jae File
65. low you to create useful reports that summarize your Project data Figure 2 5 presents the Reporting screen Detailed information about how to create reports will be provided in Chapter 4 Reporting e Oe BN New Project Option C SECHS File Home Data S Reporting Name Report Folder ID 1 E Reports ES Utility Data Reports 5 8 amp T EH 2 a g 3 Missing Bills Report Diagnostics Report Bill Register Report Building Breakout Report Pie Chart Report Benchmark Report Time Across Reports ISS Time Across Years Report Time Across Fuel Types Report Time Across Items Report BE A Project g Reporting ih Import Export B Settings Area New Area is loaded in 0 02 seconds Figure 2 5 Reporting Menu ENERGY CONSULTING 12 Option C User s Guide General Project Layout 2 3 3 Import Export You can easily import or export data in Option C Basic using files that can be created or opened in Excel Figure 2 6 More information about how to use this function will be given in Chapter 5 Import and Export Files e UG i v New Project Option C Joe x File Home Data SZ Import Export Import Wizards Export Wizards Templates MT1 File Import MT1 File Import Mti Export Manage Templates Text File Import Text File Import Text File Export MT1 File Export Text File Export Manage Templates D Project BB Reporting ih Import Export Dk Settings Area New Area is loaded in 0
66. lude in the report all the items in the selected category or to include only a partial selection To make a selection of items click on the Selected check box and a Select button will be activated Click on the Select button and a check box window with available items will pop up You can select as many items as you want to be included in the report Figure 4 4 shows this Select check box window to generate a report at the Meter level of a natural gas meter located in Area 3 of Site 1 Report Description This report will look for gaps in your data with no information and provide a summary of missing bills for the selected meters Bills are considered missing when the time period between two existing bills determined by the difference between the End dates of both bills is more than 40 days An estimate of missing bill dates is also provided based on how many 30 day bills can fit ENERGY CONSULTING 40 Option C User s Guide Reporting into the existing bill period Figure 4 6 presents the Missing Bill Report for all the bills for meters located in the Area 3 of Site 1 of our Example project DemoPraject Option Option C Report Name Missing Bis Report Options n HBHBUE QA e c Figure 4 6 Missing Bills Report 4 2 3 Diagnostics Report Report Options Bills used for the report the report can be created using all the bills introduced in the Bill Register The last x Months of bills for each meter Bill
67. ncheck the appropriate option gt Mappings this table will allow you to define the properties of each of the columns in the imported exported file o Ordinal assign an ordinal number to the variable o Heading this name will be assigned to the column and appear in the first row in case you have selected the option First Row Contains Headings VVVV V Vv o Format indicate here the variable format for a numeric variable mm dd yy for a date o Field select from the drop down menu the bill field you want to assign to this variable ENERGY CONSULTING 67 Option C User s Guide Import and Export Files o Fixed Text if instead of the value associated to the selected field you just want a fixed text to appear in the exported file enter it in this cell otherwise leave it in blank o Required check this box is it is mandatory that the imported file has this variable in one of its columns gt Read Headings from File click this button if you want to read the headings from a csv file It will open a File Explorer window to select the corresponding file gt Add Remove use these buttons to create new templates or delete existing one by selecting it from the list Once you have finished entering information click Finish to go back to the main Import Export menu NOTE If you have used the comma as the default delimiter do not use comma characters in any field Do not use dollar signs either ENERGY CON
68. nd open the old Project you would like to use as the basis of the new Project From the File menu choose Save As and save the Project under a new name ENERGY CONSULTING 20 Option C User s Guide How to Enter and Display Project Data 3 HOWTO ENTER AND DISPLAY PROJECT DATA This chapter will describe in detail how to enter data and other relevant project information It will also provide a description of the charts generated that will allow you to do year to year comparisons identify annual patterns or contrast different types of utilities 3 1 PROJECT DATA PANES At the project level two tabs Project Details and Charts will appear in the main screen to allow you to enter relevant information or to examine project data 3 1 1 Project Details Tab Figure 3 1 shows the Project Details tab for a new project Typically the project information tab only needs to be set during initial project build up I 1 3 a fal fay New Project Option C B M File Home Data Name E Project New Project L New Project Project Details Charts Name New Project Description Project Country X State bi B kg d m Program started Figure 3 1 Project Details Tab gt Name Description descriptive information concerning the scope of the project gt Country State it is highly recommended the Country field not be left blank Option C Basic checks this against the user settings on the computer it is being opened
69. ne DemoProject gt Site gt 1 Sites Description New Project Description S Country USA amp State California X KR B Site Site 1 is loaded in 0 04 seconds Figure B 1 Demo project ENERGY CONSULTING 76 Option C User s Guide Example Project EC Site1 Area 1 gt z Site1 Area 1 z Sitei Area 2 S1ALElectricity E Site1 Area 3 ei 51A1 Natural Gas E Sitei Area 4 51A1 Natural Gas2 ld Site2 S1A1 Water a Qs SITE WEATHER y e 51A1Fuel Oil i E Site2 Area 1 KR ei 51A1 Hlectricdty2 E z Site2 Area 2 zi E Site1 Area 2 z Site2 Area 3 S1A2 Hectricity fd Site e S1A2 Water C SITE WEATHER ei S1A2 Bectricity2 E Site3 Area1 ei 51A2 Natural Gas Site3 Area 2 gt z Site1 Area 3 z Site3 Area 3 ei S1A3 Eectricity sites S1A3 Natural Gas mm SITE WEATHER rm e S1A3 Natural Gas 2 ta E Stes Area 1 EI ei S1A3 Water a Sites e 51A3Fuel Oil C SITE WEATHER E Sitei Area 4 EN E Site5 Area1 amp S1A4 electricity ei S1A4 Natural Gas amp amp ei S144 Water gt ig Site 2 H o Sites Site Site 1 is loaded in 0 05 seconds Site Site 1 is loaded in 0 05 seconds Figure B 2 Tree structure of our Demo project ENERGY CONSULTING 77 Option C User s Guide
70. ng Area SqFt Percent Conditioned Percent He Weekly Operation Hours Workers On Main Shift Number Of PC D Project B3 Reporting Import Export B Settings Area New Area is loaded in 0 11 seconds Figure 2 9 New Area Data Form 2 4 8 Adding a Meter To create a new Meter right click on the Area s name where the meter will be added and then choose New Meter This will open the New Meter Data Form to add information and visualize data Figure 2 10 Section Meter Data Panes will focus on how to enter and visualize Meter data 5 e e Oe BN New Project Option C w File Home Data NV Project Se Meter New Meter 1 IL New Project Tree View gt Jal New Site Meter Details Bill Register Tuning Charts 5 New Area Weather ei New Meter 1 Name New Meter 1 Account Number New Meter 1 Description Utility Change Utility D Project E Reporting Import Export B Settings Meter New Meter 1 is loaded in 0 23 seconds L Figure 2 10 New Meter Data Form ENERGY CONSULTING 16 Option C User s Guide General Project Layout 2 4 4 Adding a Variable Variables can be added at the Project level or at the Area level To create a new project variable right click on the project name in the Tree View and then select New Variable from the drop down menu This will open a New Variable Data Form as shown in Figure 2 11 r e OG im v New Project Option C e cx File Home Data SZ Name
71. not enter the sewer system and for which an adjustment is given in calculating sewer charges Demand Charges Therms A charge for service that allows a customer to receive an unlimited or specified supply or volume of gas at any time throughout the year Demand Electric The amount of electricity needed at any one moment in time more so any 15 or 30 minute period of time in order to meet a meter s energy needs Suppose you drove 100 mph for hour You drove 50 miles at 100 mph You can equate the concept of demand to speed In this case mph is like demand and miles driven is like energy Remember Estimated Bill Sometimes utilities cannot read a customer s meter due to factors such as employee illness equipment malfunction etc When this occurs the utility may choose to charge the customer for an estimated bill The estimated bill is determined based upon past usage history In most cases the Estimated Bill is corrected the following month Some gas utilities will send their customers monthly bills with Estimated charges for the past month and the Actual charges for the month before that Since the customer already paid the Estimated Bill for the prior month the Actual Bill is used to true up the account by charging or crediting the customer for the overage or underage that the customer did or did not use for the estimated bill period Firm Service Customers usually pay more for gas or electricity that is sold with a guarantee
72. o different columns in the report include start bill date From end bill date To number of days usage with its corresponding units Demand Total Cost cost per unit of usage usage per day and load factors only applicable to electricity bills Figure 4 8 shows an example of a Bill Register Report for a water meter located in Site 1 and Area 3 of our example project ENERGY CONSULTING 43 Option C User s Guide Reporting Report Name Bil Register Report Options nagan Qo E d Bill Data for Selected Meters Rep B8 Reger competed n nenn Figure 4 8 Bill Register Report 4 2 5 Building Breakout Report Report Options For a detailed description see Report Options for Load Factor Report For this type of report the level of detail can be selected using the Report Level option Building Breakout Reports can be done at Site or Area level If the Area level is selected specific information for each one of the areas checked will be provided If the Site level is selected information from all areas selected will be combined to provide Site information Report Description The Building Breakout Report provides information about consumption and cost broken down by fuel type for the each of the Area s Site s selected Specifically the report includes a table with information about Fuel Type Consumption Units Cost in and percentage of cost relative to the total cost for corresponding Area Site Meters in the same Are
73. oil wood solid fuel steam gasoline diesel water sewer chilled water garbage biomass compost recycling and food waste 3 4 2 Bill Register Tab This section contains the actual utility bill data for the meter The Setup section allows the user to configure the type of information contained in the bill and the table in the bottom is used to enter actual bill data ENERGY CONSULTING 29 Option C User s Guide How to Enter and Display Project Data e De d e New Project Option C mm mmm File Home Data 9 Name Meter New Meter 1 LL New Project il New Site Meter Details Bill Register Tuning Charts z New Area sp e amp New Meter 1 Misc Consumption kWh D M On Peak Off Peak Part Peak Super Off Peak Super On Peak Credit Demand kw X On Peak Off Peak Part Peak Super Off Peak Super On Peak Tax S Total Manual amp ist Day of istBill 5 6 2015 Consumption Estimated Reporting Period Stat PeriodEnd 4 Total On Peak kWh B a g Meter New Meter 1 is loaded in 0 53 seconds D Figure 3 12 Bill Register tab Misc Credit Tax these check boxes are optional and must be selected if detailed bill information is available and want to be registered A new column will appear in the table for each one of the options selected see Figure 3 13 se DG New Project Option C Le ex File Home Data zi y Name Meter New Meter 1 LI New Project El New Site Mete
74. on to adjust for currency 3 1 2 Charts Tab Charts in this tab will summarize information from all the sites assigned to a particular project i e it contains information from all the meters in all the areas assigned to all the sites associated with the project It provides a useful comparison of the resources assigned to each particular utility There are a total of 8 graphs available but only those relevant to the type of meters assigned to your project will be shown When a project consists of only one site charts in this ENERGY CONSULTING 21 Option C User s Guide How to Enter and Display Project Data section are not relevant since they mostly duplicate information at the site level Unless otherwise indicated graphs are by default created using the most recent 12 months of data Figures shown in this section have been all obtained for our example project gt Comparison of Actual kBtu SqFt This bar chart presents total energy usage in kBtu and energy usage per unit of area in kBtu SqFt for all the sites associated with the selected project Total energy use is calculated as the sum of usage for all months and all meters reported Figure 3 2 shows an example of this type of chart for the project Comparison of Actual kBtu SqFt Bl ketuisarc 14000000 B eu 12000000 10000000 8000000 6000000 4000000 l 2000000 0 Site 2 Site 3 Site 1 Site 5 Site 4 Figure 3 2 Comparison of Actual kBtu SqFt graph for ou
75. particular meter for all months reported If the meter has several time of use periods the graph will present total consumption obtained from adding up all these periods Different years are presented in different colors As you move your mouse along the graph a pop up box showing the exact consumption for the selected month will appear Figure 3 16 provides an example of an electricity meter with bill information for 36 consecutive months from 3 different years Actual Electricity kWh B Year Ending 12 2012 B Year Ending 12 2011 EZ Year Ending 12 2010 70000 60000 50000 40000 30000 20000 10000 Feb Apr Jun Aug Oct Dec Jan Mar May Jul Sep Nov Month Figure 3 16 Actual Electricity kWh Chart This plot will be affected by the options you selected in the Settings menu see section Settings The first month in this plot will correspond to the month you selected as Starting Month If you didn t modified this option the default choice is January It will be also affected by option you selected in Settings for Normalize Bills o Use reporting month In this case the chart is a graphical representation of columns Reporting Month and Total from the table in the Bill Register tab ENERGY CONSULTING 33 Option C User s Guide How to Enter and Display Project Data o Prorate Bills to Months in this case Total amounts will be estimated for the corresponding calendar month following the procedure pres
76. r Demo project gt Comparison of Actual SqFt This bar chart shows the total cost for all the sites in the selected project In this graph costs from all meters months areas and sites have been added up 1 In order to facilitate the comparison energy for each meter is automatically converted to kBtu independently of the units used to report information in the Bill Register tab at the Meter level ENERGY CONSULTING 22 Option C User s Guide How to Enter and Display Project Data Comparison of Actual SqFt B isqFt 240 000 Bm 210 000 180 000 150 000 4 Site 1 120 000 I 5qFt 1 56 Bl 114 407 90 000 60 000 30 000 0 Site 2 Site 3 Site 1 Site 4 Site 5 Figure 3 3 Comparison of Actual S SqFt graph for our Demo project gt Total MMBtu by Utility type This pie chart shows the fraction of total energy usage in MMBtu for each utility type Meters from different areas and sites corresponding to the same utility type are combined in this graph Total MMBtu by Utility type Mp Electricity B Natural Gas B Fuel oil Figure 3 4 Total MMBtu by Utility type graph for our Demo project gt Total by Utility type ENERGY CONSULTING 23 Option C User s Guide How to Enter and Display Project Data This pie chart shows the fraction of total cost in for each utility type Meters from different areas and sites corresponding to the same utility type are combined in this graph
77. r Details BilRegister Tuning Charts E New Area vi New Meter 1 Setup Consumption kWh VW On Peak Off Peak Part Peak Super Off Peak C Super On Peak Detailed Cost Demand kw M On Peak Off Peak Part Peak Super Off Peak _ Super On Peak Detailed Cost Project Manual M Ast Day of istBill 5 14 2015 v dhsumption Estimated Reporting Period Start PeriodEnd 4 Total Misc Credit Tax Of Peak kWh a amp fe B amp Meter New Meter 1is loaded in 0 49 seconds Figure 3 13 Bill Register tab when detailed billing information is provided Green boxes highlight items that need to be checked and additional columns associated with these options gt Consumption Select the units used to enter the billing information These units will be updated based on the information about utility type provided in the Meter Details tab Then check the boxes that correspond to the time of use periods available in the bill Available time of use periods are On Peak Off Peak Part Peak Super Off Peak and Super On Peak f only one period is available then check On peak These boxes will add columns to the Bill Register located below If the Detailed Cost box is activated an ENERGY CONSULTING 30 Option C User s Guide How to Enter and Display Project Data additional column for each time of use period will appear in order to allow you to enter the cost break out for every time of use gt Demand If app
78. rates have 4 Time of Use periods TOU Time of Use Transformer Power is transferred along transmission lines at very high voltage Transformers are then used to step down or reduce the voltage to a usable voltage level Unit Some water companies charge for water in units which is the same as a CCF and represents about 748 gallons Watt A unit of measurement of electrical consumption The power used when one ampere of direct current DC flows through a resistance of one Ohm ENERGY CONSULTING 75 Option C User s Guide Example Project Appendix B EXAMPLE PROJECT Unless otherwise indicated all the graphs and reports presented in this User s Guide has been obtained from the Demo Option C Basic project described in this appendix This project named DemoProject consists of 5 sites each one with different areas and meters Bill data for each meter has been reported from January 2010 to December 2012 The file can be downloaded here http www abraxasenergy com utility bill accounting software option c downloads Several views of the project tree corresponding to different expansion levels are presented in Figure B 1 and Figure B 2 The areas belonging to each site and the meters assigned to each one or the areas at Site 1 can be seen in the figures sl GW BN e Metrix 5 Express Joe cx Fie Home Data Y Name Jal Site 1 Project Details Charts Project DemoProject gt jg Site2 gt ji Site 3 Ne
79. rea to another go to the meter right click on it and select Cut The meter will appear highlighted in blue Then go to the area where you want to move and right click on it and select Paste This will move the meter from the original area to the new one Figure 2 15 shows an example of how to copy a meter from Site1 Area 3 to Site1 Area 4 on our Demo project sl Oe File Home Data Name P LL New Project fl Site1 C SITE WEATHER zz Site1 Area 1 z Site1 Area 2 S1A2 Bectriity e S1A2 Water S1A2 Hectricity2 ei S1A2 Natural Gas we BpandTo e zim Expand S54 Collapse Il Whole Tree Project gt D 3 ei 1060 Daytor s Bluff el e 1060 Dayton s Bluff F1 e 1060 Dayton s Bluff F2 1060 Dayton s Bluff F3 Ctrl Delete Meter S1A3 Electricity Meter Details BilRegister Tuning Charts Name 51A3 Eectricity Account 1120000000 11 Number Description Change Utility Ctrl X Ctrl C sl UG rem Home Data Project Name L New Project Sisi SITE WEATHER E Stet Area 1 z Ste1 Area 2 ei S1A2 Eectricity ei S1A2 Water ei S1A2 Hectricty2 ei S1A2Natural Gas gt E Ste1 Area 3 e S1A3 Bectricity S143 Natural Gas ei S143 Natural Gas 2 e S1A3 Water 5143 Fed Ol E sttei area Site Essa sawi Sisi SIE WEST Expand New Variable Expand To v EI Site2 Area Collapse 1060 day ei 1060 day 106008 X ca e
80. ription of the project structure The Project Layout is the organizational hierarchy of its Sites Areas and Meters A project contains one or more Sites each Site contains one or more Areas and each Area contains one or more Meters You may add as many of each item as necessary but a Project must have at least one Site one Area and one Meter The simplest Project is a single building with a single meter which would consist of just one Site one Area and one Meter item Each one of these items are described below following the top down structure of the project 2 1 1 Site A site is the geographic location for one or more facilities A Project may have just one site a hospital for example or it may have multiple sites for example a school district might choose to have one site per school A site has one weather location associated with it 2 1 2 Area An area corresponds to the portion of a site that has its own meters Often an area is a building but it may be part of a building such as one wing or floor or it may be a different type of facility such as an outdoor swimming pool If the meter measures utility use for the whole building the area should represent the whole building but if the building is divided into sections with different meters each could be a separate area All areas attached to a site share the same weather data You may add as many areas in a site as needed but remember sites contain weather areas do not If
81. roject Level meaning that the report provides summary information that combines all the Meter s Site s Area s selected Select item s reports can be created for the whole project or for a specific Site Area or Meter by selecting the appropriate option from this drop down menu If you select Site Area or Meter the option box below will be activated and you will be able to select if you want to include in the report all the items in the selected category or do a partial selection To make a selection of items click on the Selected check box and a Select button will be activated Click on the Select button and a check box window with available items will pop up You can select as many items as you want to be included in the report ENERGY CONSULTING 46 Option C User s Guide Reporting Once all the options have been selected click on the Apply button to generate the desired report A document viewer with the report created will appear next to the Report Options area figure xx Report Description A Pie Chart Report shows the proportional consumption or cost depending of the selected options for each utility type The report will provide a table broken down by utility type with consumption cost and corresponding percentage relative to the selected variable Consumption or Cost It will also display a pie chart graphically describing the accompanying data Figure 4 11 shows the Pie Chart Report for Consumption create
82. s Irrigation Meter An Irrigation Meter is a special in line water meter used to measure water used for irrigation and thus for reducing water consumption assigned to sewer charges Kilowatt 1 000 Watts or 3413 Btu s kVA Kilovolt Amperes often referred to as the Total Power it is the sum of working power KW and the non working power KVAR Non working power is the current that is needed to electrify the system to reduce resistance and line loss kW kiloWatt The measure of demand or the rate at which electricity is used Remember kWh kiloWatt hour The measurement of consumption of electricity for a given time period One kWh equals one kW of electricity used for one hour Remember Late Charge ENERGY CONSULTING 71 Option C User s Guide Glossary of Terms A fixed or percentage amount charged by the utility company when a customer fails to meet the utility s predetermined payment deadline LF See Load Factor Load Factor Electricity Load Factor is a way to measure how the facility is using energy Meters with high load factors represent meters that use nearly the same amount of energy all hours of the day Meters with low load factors have a very high usage during peak times and low usage during off peak times Load Factor is calculated as follows kWh LE kW Days 24 hr Day MCF One thousand cubic feet natural gas and perhaps water can be measured in billed in MCF One MCF equals the heating valu
83. s Program started Figure 2 1 A new Project created from scratch From the File menu choose Save If you already assigned a Name to the project this name will be used as the file name and Option C Basic will automatically add the extension OptionC to indicate that it is an Option C Basic Project file 2 3 OPTION C BASIC WINDOW Before moving forward to sections with information about how to configure your new project or how to create reports it is worth it to spend some time making yourself familiar with the Option C Basic environment This will allow you to navigate through all the different options available Figure 2 2 presents the default window that appears when a project is created Different screen sections have been identified and labeled ENERGY CONSULTING 9 Option C User s Guide General Project Layout e De New Project Option C Jo J Name Project Project New Project LL New Project Tree View Project Details Charts Weather Name New Project Description Side Navigation Data Panel viewer Panel ZF Project D I Reporting amp Import Export E Settings Program started Figure 2 2 Option C Basic window The Side viewer presents a menu with the different actions represented as icons in the bottom part of the panel available for the project you have just created This viewer can be expanded to show a short description of the different options available or it can be collapsed
84. s within a certain period of time or Year to Date for the 12 most recent months of data Report Level it determines the extent of the report For Load Factor Missing Bills Diagnostics and Bill Register Reports this option is fixed at Meter Level meaning that all the reports generated provide information for the meters subsequently selected For the Building Breakout Report Report Level can be modified Select item s reports can be created for the whole project or for a specific Site Area or Meter by selecting the appropriate option from this drop down menu If you select Site Area or Meter the option box below will be activated and you will be able to select if you want to include in the report all the items in the selected category or to include only a partial selection To make a selection of items click on the Selected check box and a Select button will be activated Click on the Select button and a check box window with available items will pop up You can select as many items as you want to be included in the report Figure 4 4 shows this Select check box window to generate a report at the Meter level of a natural gas meter located in Area 3 of Site 1 ENERGY CONSULTING 41 Option C User s Guide Reporting Report Description The Diagnostics Report allows you to find errors in your data and fix them immediately It documents problems found on the meters and periods of time selected in the Report Options menu Pro
85. ser s Guide Chapter 1 Introduction Fax Questions or comments can be faxed to Abraxas Energy Consulting Just send to the fax number listed below You will receive a reply by phone or email Q Abraxas Energy Consulting Technical Support Fax 805 456 0180 Telephone Abraxas Energy Consulting can be reached by phone between 8 AM and 5 PM Pacific Time Monday through Friday Q Abraxas Energy Consulting Technical Support Phone 805 547 2050 ENERGY CONSULTING 1 7 Option C User s Guide General Project Layout 2 GENERAL PROJECT LAYOUT The following two chapters are a detailed step by step guide to create and design your own project with Option C Basic This chapter will help you familiarize yourself with the Option C Basic environment and will describe in detail how to create a New Project and how to add new items to it Next chapter will focus on how to enter information and historic data A project is the equivalent of a Workbook in MS Excel or a Document in MS Word You can set up and maintain hundreds of projects if you want but you will likely only have one or a few A Project can consist of one building with one meter or of dozens of buildings and meters After completing all the steps to set up a Project it is a good idea to produce reports that summarize the Project so far Details about report making can be found in Chapter 4 Reporting 2 1 THE PROJECT TREE STRUCTURE First let s start with a desc
86. ss Sites have their own weather Many sites can all be in the same city and thus would have the same weather added at each site but that is not the same as making each building at the same address its own site For an address with many buildings each building would be better designated as its own area within the same site At the site level two tabs Site Details and Charts will appear in the main screen to allow you enter relevant information or examine relevant site data 3 2 1 Site Details Tab Figure 3 9 shows the Site Details tab for a new site that has been just added to the project ENERGY CONSULTING 26 Option C User s Guide How to Enter and Display Project Data e OG D s New Project Option C Je cx File Home Data Y Name Site New Site LL New Project ig New Site Site Detals Charts Name New Site Description Country Project State Y Current Floor Area SqFt Weather Y amp E E Site New Site is loaded in 0 11 seconds Figure 3 9 Site Details Tab gt Name Description Country State these are self explanatory Tip keep in mind that large projects can be sorted by description as well gt Current Floor Area Option C Basic automatically sums the Current Floor Area field from all building areas that are part of this Site gt Weather a drop down menu showing the available weather sources for this specific site will appear How to create a Weather profile will
87. st of bills for each meter ES Time Across Years Report Bills for to BS Time Across Fuel Types Report a Time Across Items Report 1 Year To Date 1 1 2015 5 14 2015 ReportLevel Site b Reporting Select Site v item s Al Selected Site lt All gt Scenario s Actual X Zi ag Apply E 4 Report Time Across Fuel Types completed in 0 18 seconds E d Figure 4 20 Report Options for the Time Across Items Report Reporting variable this report can be generated using either Consumption or Cost If Cost is selected comparisons can be made using total Cost or any of its breakdown components such as Credit Miscellaneous Tax8 Consumption and Demand or particular utility type by selecting the appropriate option from the enabled drop down menu Regarding Consumption the report can be generated using total consumption for all utility types in which case all utilities are normalized to a common energy unit 8 only when costs are detailed in the Bill Register 9 For more information about energy conversion factors visit Appendix C ENERGY CONSULTING 56 Option C User s Guide Reporting equivalent kBtu A specific utility can be also selected from the corresponding drop down menu gt Bills used for the report the report can be created using all the bills introduced in the Bill Register The last x Months of bills for each meter Bills within a certain period of time or Year
88. th available items will pop up You can select as many items as you want to be included in the report gt Years select the years you want to include in the report by checking the appropriate boxes in this menu If only two years are selected an additional menu will appear offering the possibility of showing the differences for those two years either in absolute terms or as a percentage difference gt Scenario this option will be fixed to Actual in Option C Basic indicating that reports can only be created from actual utility bills Additional scenarios that allow for modifications on meter s performance are not available in this version Once all the options have been selected click on the Apply button to generate the desired report A document viewer with the report created will appear next to the Report Options area Figure 4 17 6 For more information about energy conversion factors visit Appendix C ENERGY CONSULTING 52 Option C User s Guide Reporting Report Description The Time Across Years Report includes a scatter graph of month by month Cost Consumption for the utility types project items and years selected in the Report Options menu An accompanying table with all the data used to create the plot is also provided Figure 4 17 shows the first page of a Time Across Years Report generated for Total Cost and all the years with billing information Since the Report level has been fixed at the Area level one graph per s
89. tions Figure 4 10 shows the Report Options menu for the Pie Chart Report ENERGY CONSULTING 45 Option C User s Guide Reporting e OG H Ei e DemoProject OptionC Option C Em m wm File Home Data V Name Report Name Pie Chart E Reports Report Options Utility Data Reports E Load Factor Report Cost E Missing Bills Report Diagnostics Report Consumption B8 Bill Register Report ER Building Breakout Report B3 Pie Chart Report bonus All Bills E Benchmark Report E Time Across Reports The last of bills for each meter ES Time Across Years Report Bills for to eg Time Across Fuel Types Report ES Time Across Items Report Year To Date 1 1 2015 5 14 2015 z a ReportLevel Project X ca Report by Bill Date Use Reporting Month Prorate Bills to Months Select Project gt item s Project lt All gt Apply Report Benchmark completed in 0 42 seconds E Figure 4 10 Report Options for Pie Chart Report Reporting variable pie charts for this report can be created representing proportions of either Cost or Consumption Bills used for the report the report can be created using all the bills introduced in the Bill Register The last x Months of bills for each meter Bills within a certain period of time or Year to Date for the 12 most recent months of data Report Level it determines the extent of the report For Pie Chart Reports this option is fixed at P
90. to Date for the 12 most recent months of data Report Level it determines the extent of the report For this report it can be fixed at Site Area or Meter Select item s reports can be created for the whole project or for a specific Site Area or Meter by selecting the appropriate option from this drop down menu If you select Site Area or Meter the option box below will be activated and you will be able to select if you want to include in the report all the items in the selected category or do a partial selection To make a selection of items click on the Selected check box and a Select button will be activated Click on the Select button and a check box window with available items will pop up You can select as many items as you want to be included in the report gt Scenario this option will be fixed to Actual in Option C Basic indicating that reports can only be created from actual utility bills Additional scenarios that allow for modifications on meter s performance are not available in this version Once all the options have been selected click on the Apply button to generate the desired report A document viewer with the report created will appear next to the Report Options area see Figure 4 21 Report Description The Time Across Items Report is designed to provide an environment to compare Cost or Consumption over time for different project items The specific type of item to be compared is determined by the Report
91. to proceed to the next step of import wizard MT1 File Import Text File Import File Path MT1 File Export Text File Export aes Manage Templates D Project E Reporting ig Import Export B Settings Cancel Weather SITE_WEATHER is loaded in 1 81 seconds Figure 5 6 Screen to import a text file into Option C Basic 1 Select the text file To open a File Explorer window click on the C button in the file Path box Select the file you wish to import and click Open The path to the selected file will now appear in the File Path window 2 Select the template the drop down menu will contain all the templates created for this project Select the appropriate one and click Next 5 2 Export DATA Data is exported out of Option C Basic in text files that can be opened with Excel 5 2 1 MI Export Utility bill data is stored in files using the MT1 format This section covers how to export bill data to a file with MT1 format For details on how to create an MT1 file see Appendix C To export a MT1 file follow these instructions 1 Open the MT1 Export screen Click on the MT1 File Export button in the main menu shown in Figure 5 1 A new window as the one shown in Figure 5 7 will appear ENERGY CONSULTING 63 Option C User s Guide Import and Export Files el Dci v DemoProject metrixS Metrix 5 Express Get File Home Data K Import Export Export to MT1 File Meter Selection Metrix File
92. uld not be matched are added to the Unmatched list as shown in Figure 5 4 3 Select Action for Unmatched meters for each one of the unmatched meters select an action from the Action drop down menu in the corresponding row Available options are Import to add information from an import meter to an existing project meter select Import in the Action field Import update to update a project meter with information from an import meter select the Import update option in the corresponding Action field New if you want to create a new meter in your project from imported information instead of assigning it to an existing one select the New option in the corresponding Action field This will create a new Site item at the bottom of your project called Imported_Meters which contains all the unmatched meters Skip if there are any meters in the Unmatched tab that you do not wish to import select the Skip option in the corresponding Action field ENERGY CONSULTING 61 Option C User s Guide Import and Export Files 4 Select Target Meter for unmatched meters for meters with Actions set to Import or Import Update a Target Meter must be selected Clicking on the corresponding cell a menu with all meters in the project sharing utility type with the unmatched meter will appear see Figure 5 5 Select the correct meter from this menu Note you will not be able to continue if there is a meter with selected action set as Import and no
93. y or do a partial selection To make a selection of items click on the Selected check box and a Select button will be activated Click on the Select button and a check box window with available items will pop up You can select as many items as you want to be included in the report Scenario this option will be fixed to Actual in Option C Basic indicating that reports can only be created from actual utility bills Additional scenarios that allow for modifications on meter s performance are not available in this version Once all the options have been selected click on the Apply button to generate the desired report A document viewer with the report created will appear next to the Report Options area see Figure 4 19 Report Description The Time Across Fuel Types Report is designed to provide an environment to compare Cost or Consumption over time for different utilities At the meter level it can also be used to extract individual information for a particular meter The report includes a scatter graph of Cost Consumption versus time for each one of the items at the selected report level This report is very useful to determine overall performance trends as well as seasonal variations Accompanying the graph there will always be a table containing all the data used to create the chart Figure 4 19 presents the first page of a Time Across Fuel Types obtained for Consumption and all bills included in our example project S
94. you create Items in your project you can expand the Tree View by right clicking on any of the Project items in the Tree Structure and selecting Expand to show the next level or Expand To to select the level of expansion You can also see the whole project by selecting Whole Tree gt Expand All from the drop down menu see Figure 2 3 right More information on how to add new items will be provided in the next section Weather In this tab you will be able to create weather profiles for informative purposes Weather profiles created can only be used at the Site Level When laying out a project understand that Sites are usually unique geographical locations that have their own weather patterns Figure 2 4 shows the project weather window after a New Weather has been created More information about how to create Weather profiles and how to assign them to a specific site will be given in next section ENERGY CONSULTING 11 Option C User s Guide General Project Layout e De d e New Project Option C En CHE File Home Data I Name Project Weather New Weather LL New Project Tree View New Weather Weather Information Weather History Weather Name New Weather Source Location Location Description Weather History Start Date End Date D Project g Reporting Import Export B Settings Weather New Weather is loaded in 0 16 seconds Figure 2 4 Weather configuration window 2 3 2 Reporting This section will al
95. your areas require different weather stations you might want to make them sites instead 2 13 Meter A meter is the device which measures utility use and possibly demand You should have historical and current utility bills for each meter you wish to track electricity natural gas water solid waste etc ENERGY CONSULTING 8 Option C User s Guide General Project Layout 2 1 4 Variables Option C Basic also allows you to create your own Variables If you are planning on adding your own Variables to your Project then be advised that Variables are attached at either the Project or the Area levels For example if you have a factory that produces Bolts and Widgets you might want to add the Bolts Produced Variable to the Bolt Assembly Line Area and the Widgets Produced Variable to the Widget Assembly Line Area 2 2 CREATE A NEW PROJECT If you create a new Project from scratch Option C Basic provides a shell Project as your starting point which is called New Project From the File menu choose New This will open a I Project Details tab where you can enter project information such as Name Description Country and State as shown in Figure 2 1 e OG i v New Project Option C jo JL x File Home Data v Name Project Project New Project LL New Project Tree View Project Details Charts Weather Name New Project Description Country State v d Project BB Reporting f Import Export E Setting

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