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CloudApps Sustainability Suite User Manual

1. Disclosures Information Disclosures provide the means of disclosing an organisation s greenhouse gas emissions to both regulatory and voluntary bodies as well as for more general use disclosures e g internal disclosing formats The scope and the type of information that needs to be disclosed will vary between each regulatory and voluntary body however the process for disclosing information remains the same This flexibility allows an organisation to capture their emissions source data once and then disclose it many ways CloudApps Sustainability Suite supports information disclosures for the UK s Carbon Reduction Commitment Energy Efficiency Scheme CRC and the Investor Carbon Disclosure Project CDP is a popular reporting standard used by more than 3 000 organisations in 60 countries In addition a general templated disclosure mechanism is also available which works in conjunction with Conga Composer licences purchased separately allowing organisations to create their own templates in Microsoft Word PowerPoint or Excel formats Goals Organisations typically define a set of corporate sustainability goals that soan a number of years and which allow measurement and comparison against a baseline period for a prescribed organisational boundary Sustainability Goals provide the means for defining these goals measuring performance against goals in real time and allocating out budgets and targets across the organisation to ensure
2. YY di Landfill Recycle KE RS JS urre Subtype 2 Occurrence Date ubtype 2 Occurrence Date S Mixed commercial and industrial waste Landfill Recycle mCY2010 mcy2011 a Current Year Current Year Current Year Division tonnes Q 157K Faso Method of Disposal by Division f 100 Current Year 2 S 504 ZEEE Australia France Germany Netherlands UK USA aphy EI tonnes Thousands N o Facility Subtype 2 Division Subtype 2 E Landfill E Recycle E Landfill E Recycle i t m Method of Disposal by Geography Disposal by Division Method of Disposal by Facility Figure 13 7 Dashboards Waste Disposal Sustainability Initiatives This dashboard displays information on Sustainability Initiatives Reduction Programs and CSR Initiatives The information is presented both in terms of the financial savings cost benefits and savings of total Greenhouse gas emissions where appropriate Reduction Program Pipeline This chart displays the total annual cost benefits that are expected from the implementation of reductions programs The annual cost benefits are presented in a funnel chart segmented by initiative status Use this chart to see the size of the savings that could be achieved segmented by the status of the programs Reduction Savings Over Time Annual This chart displays the cumulative annual cost savings from reductions programs over time The cumu
3. Source Detail Edit Delete Clone Multi Allocate Source Name Aspen Court HQ Electricity Organisation Sustain International Agreement Electricity Consumption Do Not Disclose Default Source Key C Elect UK kWh Phase1 Figure 5 2 Performance Management Multi Allocate Button of Source Detail Page You will then be presented with a data input screen containing three search fields that can be used in conjunction with one another to search for a subset of performance centres to 41 allocate into Enter a search specification combination into these fields and click the Search button to retrieve the performance centres that meet the search specification combination that was entered Having retrieved the matching performance centres you are now able to enter the allocation information as described above for each of the retrieved centres Define Multiple Source Allocations v Performance Centre Search for Source Aspen Court HQ Electricity Sustain International Performance Centre Parent Centre Sustain International Centre Type Business Search Search Save Cancel v Results Performance Centre Allocation Date from Date to Sustain Consulting oe 21 12 2011 21 12 2011 Sustain Marketing Log 21 12 2011 21 12 2011 Sustain Products Log 21 12 2014 21 12 2011 Sustain Sales Los l 21 12 2011 21 12 2011 Re he eo Ate p mmm ae one Total Allocation 0 0 dege
4. Cloud SustainabilitySuite User Guide REVISION A Copyright 2012 CloudApps Ltd Table of Contents DIESEM 1 General introductio I ois eran sas dacs secede a rs Genta nenncensinaetnecnsecevacdin st ennteciabeiceniies 3 SE e 3 DOU CE ICY Sapna E E 3 EEN 4 POIOMA Te EN 4 Tut MUN 0 E 4 Browser Support amp Configuration sssssusssussnnnunnunnnnnnunnunnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 5 Loppi T aa E E aE 5 Manap inp HE ET 5 Enterin Data isss ERE Eaa eiaa 5 HOME caier A E E E a 7 EE 7 DAS OAL Summar y aeeiiaii iaaa aaa A ea a EE 7 Sustainability Administration s sssssusnnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 8 General Adiministrati N E 9 Application Settings E 9 Defining and Managing Reference Data s sssssssusnusnunnnnunnunnunnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnn nanmanna 10 KEES 11 Jeg 96a 8 2 aloe 2 EE 13 Units of Measure E 15 OCE KES a cu ees des tan anaes eda pnec a dee cea dt aataee ate at eseese ee eeetac 15 Cak Else ENCIME senan ae a ee ee Aa ATEREA NEEE 19 Inventory Managemen i esehueeeerensereeeegeggeegee ugereegt egeeeeeegeegdEREEEkSEuEKKEEEgeeeEE Eegen 21 hen ee ee snsiecasecvenpeician nin oie E A E 21 Kitten E 22 EENEG 23 Spare ER ui nee ell eeruremeert em rronee crmrtereny petites N ester eer eer 25 Data Import Wizard cece cscaseneszstne nn Se sepac uns easepntagau seca tec caveaspaeaeneacicivnce eestacecscscesibesencabssesseewtaserssoncontancse
5. gt Information Boundary Name Define a name that uniquely identifies the organisational boundary Boundary Type Use the picklist provided to specify the type of boundary Financial Control Operational Control and the Equity Share boundary types are based on the GHG Protocol CCRF recommends that emissions should be reported using the same boundary as consolidated financial reporting Vision Use this field to describe the sustainability vision for the organisational boundary This information will be visible to all users of the Sustainability Momentum SuMo application Once a boundary has been defined the Disclosing Organisation s and SGU s party records that it is to contain will need to be updated The Boundary field on the party record should be updated to contain the name of the newly created boundary If the boundary type has been defined as Equity Share then the Equity Share field should also be populated with a value to indicate the percentage equity share that is to be used in calculations Goals Definition Click on the Goals icon from within the Goal Alignment Process section of the Administration Launch Pad to go to the goals home page See the Defining a Goal section of this guide for details on setting up and defining goals This task must be performed by the Sustainability Administrator Goal Allocation The goal allocation process assigns budget target amounts into the Performance Centre business st
6. Clone Refresh e Viewing dashboard as Free Trial Admin Volunteer Hours Volunteer Hours by Division Volunteer Hours by Geography Over Time Quarterly a eel 81 150 108 T T ee W Austreieg Strang MGerman Q4 CY2009 Q4 CY2010 Q4 CY2011 E Corporate E Sales E Strategy BUSA Occurrence Date Health and Safety Incidents Health and Safety Lost Time Year on Year Over Time Quarterly 50 60 tinted A P NS A A S Zi SF D E dd i a df d d gd d af 40 30 E S 20 gt 0 S Oc eege Calendar Yea ge a N Y amp A LV D A D mCY2010 mcy2011 GC d oO d e dk d ce OG o d Occurrence Date a gt a 8 o Se g Cc x l Figure 13 5 Dashboard Corporate Social Responsibility Water Supply This dashboard displays information on the volume of water supplied This dashboard includes the following charts as standard Water Supply Year on Year Water supplied presented as a vertical column chart for the current and previous calendar years Use this chart to compare the volume of water supplied year on year Water Supply Over Time Quarterly Water supplied across an open time period presented as a line chart on a quarterly basis Use this chart to see quarterly volume of water supplied over time Water Supply by Geography Current Year Water supplied for the current year presented as a vertical column chart by geographic region Use this
7. Entering Data Entering data in CloudApps Sustainability Suite is much like entering data in any web page You may choose to begin by entering data in any of the major tabs or by importing your data The application is a very flexible service that allows you to create edit and track data in many ways Note the following As you enter and edit data remember to click Save so you don t lose your changes Required fields are marked with a preceding red indicator on editable pages All other fields are optional and may be left blank If your organisation is enabled for inline editing you can edit fields directly on the detail page by simply double clicking the field you wish to edit i e without needing to open a separate edit page For further details on entering specific data types e g dates phone numbers currency selecting Picklist Values Inline Editing or Navigating within the application please review the relevant sections of the online Salesforce Help amp Training by clicking on any of the following hyperlinks Entering Dates amp Times Entering Currency Entering Phone Numbers Selecting Picklist Values Editing Data Using Inline Editing Accessing Data Navigating Home The home tab of the application is available to be configured by each organisation to meet their individual requirements A suggested starting configuration would be to display their chatter feed and a summary of the last dashboard that was viewed
8. System Administrator In the context of the CloudApps Sustainability Suite application the System Administrator is responsible for the following duties Importing reference data e g Category amp Party data j Importing Source and Source Item data Importing any other data that may be required j Applying application updates or patches Installing additional modules Data Import Tools and Recommendations Importing Data into an application is a task that is normally reserved for the System Administrator By default the CloudApps Administrator and Sustainability Performance Manager profiles do not therefore include this capability CloudApps recommends that this 131 responsibility remains with the System Administrator and that the System Administrator profile contains visibility of the CloudApps Sustainability application Recommended tools for Importing Data For small and medium sized data files containing less than 50 000 records CloudApps recommends using the Import Wizard available from within the application Other external tools and technologies can be used provided they are compatible with the Force com platform For larger data volumes above 50 000 records CloudApps recommends the use of Data Loader provided by salesforce com and available for installation from the application External data files must be in CSV Comma Separated Values format with the first row of the data file containing field names that mat
9. Voluntary AMR Consumption tCO2 The quantity of tCO2 emissions included in the disclosure that are being measured by voluntarily installed AMR s 80 Voluntary AMR Coverage The percentage of emissions included in the disclosure that are covered by the AMR early action metric o oo v Early Action Metrics CTS or equivalent Scheme CO 3 540 872 78 Voluntary AMR Eligible Supply 2 459 772 78 tco2 CTS or equivalent Scheme 22 17 Voluntary AMR Consumption 2 459 772 78 overage tco2 Voluntary AMR Coverage 100 00 Figure 9 7 CRC Disclosures Early Action Metrics CRC Disclosure Information by Group Disclosure Groups are used to aggregate information by Significant Group Undertaking and by Disclosing Organisation i e the emissions of the Disclosing Organisation that are separate to the emissions of the SGU s All sources should be associated with an organisation and it is this information that is then used to aggregate the emissions from sources underneath each Disclosing Group To view details of the emissions from each Disclosing Group along with the Disclosure sources associated to that Group click on the Groups name displayed as a hyperlink in the Disclosure Groups related list The resulting Disclosure Group detail page contains all the information applicable to that individual group The majority of this information has been calculated and is for display only however there are three fields that can be edited The
10. Actua 5 000 000 4 000 000 3 000 000 2 000 000 1 000 000 0 v Environmental Pro Pr Dr Pro Ze of of o G o K 4 4 4 NZ o o o O Wi 2 2 2 e K KH a Hat Hat 5 192 000 5 499 617 15 750 18 884 3 478 82 500 75 620 BUDGET PROJECTION BUDGET PROJECTION BUDGET PROJECTION BUDGET PROJECTION Water Supply Pro emgeet a i i gegen a gt wg a E Figure 11 3 Performance Period Summary The multi period comparison chart that is initially displayed will be for the first performance indicator in the list indicated via a grey box outline To view the appropriate chart for any of the other performance indicators click on the relevant indicators InfoGraphic display but not on it s title as this will drill through to the details of the performance indicator see details below From the performance period summary page containing the multi period comparison chart it is possible to move between periods by simply drilling on the appropriate performance period label along the bottom of the cart which is a hyperlink Performance Indicators Performance indictors are generated for each inventory that is to be monitored within the boundaries of a performance centre Performance indicators are categorised into three types Environment Social or Economic indicators As indicators sit within a period and within a performance centre they are primarily providing information for a specific inventory
11. Edit 6 Makuuchi 3 Edit 7 Unobtainium d we EE a wh E im ggf a EE ee ee T Figure 6 2 SuMo Configuration Options Levels To add a new level click the New Level button the next number in the current sequence will be assigned and enter the label that SUMo users will see when they obtain the relevant level If this is the first level no achievement criteria are required and the Administrator is only required to click the Save button to establish the level For subsequent levels click the Save amp Add Achievement button to proceed onto the next step in the process which is to define the achievement criteria required for attainment of that level The following is an example Level Up achievement 45 SuMo Configuration Options Save Cancel Number 6 Achievement Name Makuuchi Level Up Label Makuuchi Description Level Up reward for users moving from level 5 to level 6 Standard Reward Points Type Dedication D Experience Badge Makuuchi Division Level Up W Automatically Awarded f Reward Message You have reach the top SuMo Division very few people make it this far your reward is the Makuuchi Division badge congratulations Z Minimum Level Number of occurrences 1 Maximum number of l Time limit in days rewards Minimum hours between actions emeng Field e Condition Te Ve er ee T Experience greater than or equal to 130 AND Field Environmental Badges Condition
12. Points 12 Level Up Experience Reward Message Repetition Reward Repetition Points 8 Repetition Level Up Repetition Experience Minimum hours 12 between actions Repetition Reward e Completion Reward Points Level Up Experience 4 Reward Message Taking the airport shuttle bus typically saves 24kg of CO2 emissions that would have resulted from using a taxi 6 times well done J Save Achievements Cancel Praga wm gg gg Leg aen Lag T T gn emm A Figure 6 8 New Challenge recurring Achievements screen Click on the Save Achievements button to save the Challenge achievement rewards and complete the process of defining a new Challenge Achievements Achievements are used to define accomplishments and rewards The built in gaming engine evaluates these achievements to reward users with Badges Experience Points and Level Ups These rewards are then visible to employees using the SuMo Employee Engagement application Achievements are used to reward Challenges and Level Up s both of which have already been described in the preceding Levels and Challenges sections of this user guide Achievements can also be defined to reward activities and accomplishments that are not related to Challenges Non Challenge and that are not Level Up s Creating these stand alone achievements will be described here 54 Examples of achievements that are stand alone could include rewarding a user for
13. The following fields are displayed and available for entry when creating a source allocation for a single performance centre Information Source The Source name will be entered by default Only override this here if you wish to allocate a performance centre to a different source Performance Centre Click the search icon next to the field in order to select the performance centre that you would like to allocate to this source Allocation Enter the percentage of the inventory amounts and costs that you wish to allocate to the performance centre Date From Enter the start date if the allocations are to only start being applied from the specified date Date To Enter an end date if the allocations are to stop being applied after the specified date Active Check this box to activate the source allocation The allocation engine will only execute active allocations Repeat this step for as many performance centres as you wish to allocate for each source Source Allocation to Multiple Performance Centres To allocate one source to multiple performance centres click the Multi Allocate button on the source detail page see figure 5 2 Source Aspen Court HQ Electricity d le View Help for this Page Allocation of one Source to multiple Performance Centres Multi Allocate TE Show Chatter Follow Back to List Development Package Source Inventories 2 Source Allocations 1 Source Items 5
14. The net present value for the project is then the capital cost less the NPV of the benefits Discounted Life Savings of Carbon If you are required or intend to sell or buy carbon credits or allowances in the future then carbon saved has a value in the future You should therefore discount the value of the CO2 saved By discounting the value of the carbon saved in the marginal abatement cost of an initiative you obtain a cost per tonne that you can compare directly with the future price of carbon credits that you might otherwise have bought instead of investing in the abatement project MAC Carbon Not Discounted This measure is appropriate if you do not assign a monetary value to the carbon saved MAC Carbon Discounted This measure is appropriate if you assign a monetary value to the carbon saved Include on MACC Check this field in order to enable its inclusion on the Marginal Abatement Cost Curve displayed on the main Reductions tab page v Initiative Financials Initiative Life years 10 NPV 77 109 Capital Cost 200 000 Discounted Life Savings 14 686 of Carbon Annual Benefit Cost 20 000 MAC Carbon Not 3 23 Discounted Average tCO2 Savings 2 390 00 MAC Carbon 5 25 per annum Discounted Average kWh Savings per annum Calculated Discount 10 Include on MACC w Figure 12 6 Initiatives Initiative Financials Extended 112 Related Information Additional information and documents can also be recor
15. associate rewa information Object sustain Event_c Achievement Name Voting Reward Description Reward users for voting on Ideas as it helps drive engagement and ensure that the better ideas bubble to the top crowd sourcing k Record Type One Off Only when a record is created _ Every time a record is created or edited _ When a record is created or when a record is edited and did not previously meet the rule criteria _ Every time a SuMo Assessment Engine is run Previous Next Cancel mpo D TTT Oe EE Arben a af Figure 6 11 New Achievement Configure Achievement Rule The final step Step 3 Configure Rewards is where the recipient reward and criteria are all defined The following fields are displayed and available for entry when creating the achievement Reward Recipient Recipient Select the recipient from the available options in the picklist This will vary depending on the Object selected in the first step of the process This is typically the ID of the user that created the record last updated it or is associated with it in some way i e a Parent Standard Reward Points Specify the number of points that are to be awarded when the achievement criteria has been obtained Experience Specify the amount of experience that is to be awarded when the achievement criteria has been obtained Level Up Checking this box will reward the user with a Level Up when the ach
16. greater than or equalto 4 AND Field Social Badges Gel Condition greater than or equal to WEE T a emmmer geng T fent wgl Figure 6 3 SuMo Configuration Options Level Up Achievement N gt Z ee The fields that are entered are the same as those defined for any stand alone Non Challenge related achievement The following is a description of the fields displayed when creating the Level Up achievement Information Number This is the level number that has been automatically assigned It will be the next number in the sequence of levels already defined Label The level label will be pre populated with the name of the level that was entered in the previous step Achievement Name This is the name of the achievement that is associated with the level being defined The name will be pre populated with the level name It is recommended that the achievement name reference the appropriate level number or name to which it is associated as well as identifying that it is a Level Up achievement Description Use this field to provide an extended description for the Level Up achievement if required Standard Reward Points Specify a number of Points that are to be awarded when the Level Up is achieved Only specify a value if you wish to reward the user with points in addition to the Level Up itself this is not typically the case Experience Specify Experience that is to be awarded when the Level Up is a
17. 10 years earlier it is important that the same boundary was being applied then as it is now Boundaries provide the mechanism for ensuring that this happens Before defining a new boundary the Disclosing Organisations and SGU s that it is to contain must first have been created See the section Disclosing Organisations and SGU s earlier in the guide for details of how to create these party types Select the Boundaries icon from within the Goal Alignment Process section of the Administration Launch Pad to display the Boundaries home page with either the most recently viewed created or modified boundaries displayed if there are any To view edit delete or clone an individual boundary click on the boundary name which is a hyperlink Performing this action will take you to a detail page for that individual boundary There are several ways that you can define a new Boundary 1 Clicking on the New button in the Recent Boundaries list will initiate the process for defining a new boundary 2 From any Boundary view you can click the New Boundary button to initiate the process for defining a new boundary 3 When viewing an existing boundary from the boundary details page you can click the Clone button This will create a cloned copy of the currently viewed boundary enabling changes to be made and then saved as a new boundary The fields that need to be entered for a Boundary are shown below Only Boundary Name is mandatory 34
18. CRC and CDP The CloudApps Sustainability Administrator can modify the ones that have been provided or create entirely new Disclosure Definitions See Disclosure Definitions in the General Administration section of this guide for details on defining and updating disclosure definitions 76 Disclosures Summary When viewing an existing information disclosure the user is first presented with a summary page All disclosures of the same type i e CRC and status submitted or un submitted are grouped together and display on a chart This allows the user to graphically see their history of submissions or multiple draft submissions un submitted side by side Disclosure ili CRC 2009 10 Complete Submission Y Summary Disclosure Name CRC 2009 10 Complete Submission 1 Apr 2009 31 Mar 2010 Disclosure Type CRC Disclosure Locked Disclosing Organisation Sustain International Submitted Jf v Disclosures Comparison Disclosure Reports Action Disclosure Report Name View Type Version Submitted Created By Edit Del CRC Footprint Report pdf Disclosure Report CRC Footprint Report 1 D Free Trial Admin 19 12 2011 10 52 Edit Del CRC Annual Report pdf Disclosure Report CRC Annual Report 1 Ze Free Trial Admin 19 12 2011 10 52 wn Ve Ce Oe Am wn Lg a an mg OO DOE ETS eee u aT ag e wem i Te T L e N T a T a a T T augege Figure 9 1 Disclosures Summary Clicking on the Disclosure name which is a hyperlink will take th
19. Condition Use the picklist to select the condition that is to be used when evaluating the contents of the field against the specified value The condition for the first rule will be set to greater than or equal to by default Value For conditions that require a value enter the value in the field that follows the condition Enter a value for Experience to complete the first rule for a Level Up achievement 47 Chatter Field Tracking Chatter is an enterprise social messaging capability that enables users to collaborate together and also for the SuMo application to chat to users informing them of relevant SuMo events The SuMo application can be configured to automatically generate these Chatter messages for the following SuMo events Badges being awarded Users gaining Experience e Level Ups Rewards e Pledges made on Challenges This section enables the administrator to define which of these messages are automatically created and hence visible to SuMo users via Chatter which is embedded within the SuMo app All SuMo application users can view these application generated messages in the section called theBuzz The check boxes on Rewards are self explanatory the Status check box on User Challenges enables Pledges made by users to be displayed within theBuzz Assessment Engine The criteria on Achievements can be assessed in real time when a record is created and or edited However there are also occasions where the
20. D m P an gg am Ke Rm A geg mg og T L Figure 13 6 Dashboards Water Supply Waste Disposal This dashboard displays information on the weight of waste disposed of in tonnes This dashboard includes the following charts as standard Waste Disposal by Method Over Time Quarterly Waste Disposal across an open time period presented as a multi line chart on a quarterly basis Each line represents a method of waste disposal Use this chart to compare the different methods of waste disposal on a quarterly basis Total Waste Disposal Year on Year Total Waste Disposed of presented as a side by side vertical column chart for the current and previous year The total amount of waste disposed of by method is presented side by side for the current and previous year Use this chart to compare the methods of waste disposal year on year Waste Disposal by Stream Over Time Quarterly Waste Disposal across an open time period by stream types of waste presented as a line chart on a quarterly basis Use this chart to see trends in the types of waste being disposed of over time Method of Disposal by Geography Current Year Waste Disposal for the current year presented as a stacked vertical column chart by geography Each bar geographic region is sub divided to show the method of disposal Use this chart to compare the methods and total amounts of waste disposed between regions Disposal by Geography Current Year Total waste
21. Feel The logo that is displayed within the SuMo application can be changed from the default SuMo logo that is provided Organisations are therefore able to brand the SuMo app if they wish Whatever image is inserted here will be visible to the users the next time they start the application not when the application is re opened from an already running state To insert a new image the administrator must first create a document via the Documents tab upload their image and flag the document as an Externally Available Image The image provided must be a png file format ona transparent background that is 220 pixels wide and 70 pixels high for optimum display Images that are of a different size will be scaled based on their vertical height Once the document containing the image has been created click the Insert an Image button The document containing the image should then be selected and the image within it will then be displayed The image can be reset to the SuMo logo default by clicking the Reset to default button Reward Parameters The scoring system that is maintained by SuMo has a primary metric called Experience Throughout the use of SUMo employees are encouraged to gain experience as this is the primary measure or currency that is used to rank employees and show progress In addition to experience there is also a lower level of currency that must be configured and these are termed points When setting up the game
22. M Custom Keys DCCEE M DEFRA ECAN M EPA IEA ipcc gen Dame TTT OO WE Oe de E Z Filter the Disclosure Definition to include only specific countries Countries Countries i l Europe Available Chosen Middle East amp Available Chosen AL FR Africa AF SA gt DZ b ZA AD DE dr stan Ais er agten ret T A a tmen Figure 3 3 Disclosure Reporting First step Disclosure Definition Wizard Selecting Emission Factor Bodies and Countries Second Step Select the Scopes that will be used to filter the Types of emissions that are included in the disclosure definition criteria These selections can be overridden in the next step of the process when you will be provided the opportunity to select the individual types themselves Create a Disclosure Definition SD v Information Second Step Select the Scopes which will be used to filter the Types of emissions that are included in the disclosure definition criteria These selections can be overridden in the next step of the process when you will be provided the opportunity to select the individual types themselves Select the Scopes to include in this Disclosure Definition None EA Scope 1 EA Scope 2 TA Scope 3 Back Next E ww ET TE T wm T a mm a T T a F a F hn T Aafen oe T hem Are Figure 3 4 Disclosure Reporting Second step Disclosure Definition Wizard Selecting the Scopes to include Third Step Select the types of emissions which are to be
23. This provides a good starting place for each user each time the application is used as it centralises communication between users of the application and provides an overview of the latest information via the dashboard summary Chatter Chatter is a collaboration application that helps you connect with co workers inside your CloudApps Sustainability Suite application to share information securely and in real time Follow other users or follow the data be kept informed and inform others of what you are working on all from within the app Dashboard Summary The default layout displays the top three graphs from your most recently viewed Dashboard This area of the screen can be customised for each user The information contained here can be refreshed at any time by clicking the Refresh button To change the Dashboard being displayed click the Customize Page link in the right hand corner of the Dashboard panel Select the Dashboard snapshot you wish to display from the picklist and then click the Save button to save your changes and return to the Home page X Sustainability Administration For convenience the administration of the CloudApps Sustainability application can primarily be performed from the Administrator Launch Pad The launch pad has been designed to centralise the most common tasks and processes that are performed by the person s fulfilling the Sustainability Administrator role The Administrator Launch Pad can be accessed from
24. This will then display the goal details page containing full details of the goal along with its associated goal periods and goal allocations Defining a Goal Defining a goal is relatively straightforward and the generation of the individual Goal Periods that the goal duration will soan has been automated The Administrator simply needs to enter the minimum required set of information along with the goals start and end dates Saving the goal will then generate the appropriate goal periods for that data range There are several ways that you can define a new goal in the application 1 From the Goals home page clicking on the New button in the Recent Goals area will initiate the process for defining a new goal 2 From any view only the All view is provided by default you can click the New Goal button to initiate the process of defining a new goal 3 When viewing an existing goal from the goal detail page you can click the Clone button This will create a cloned copy of the currently viewed goal thus enabling you to make changes to the cloned copy and then save the modified information as a new goal The following information describes the fields that should be entered when creating a new goal Note that some fields are display only and have been indicated as such Information Goal Name Enter a short descriptive name in 80 characters or less that describes the objectives of the goal and which will serve as a name or referen
25. a Total GHG emissions summary including a breakdown of the individual gasses and gas groups Below the emissions summary is a related list displaying the disclosure dimensions that have been calculated for scope in question Disclosure Scope Dimensions provide the mechanism for further breaking down emissions that are by scope into various additional dimensions The dimensions supported are as follows Category dimensions Geography Facility Business Division amp Usage Emission 89 dimensions Type SubType amp Emissions Factor Key These dimensions are then used by the report generation engine to segment the emissions information out into the individual answers required for the 2010 CDP information disclosure report Disclosure Scope Dimensions Disclosure Scope Dimensions Help Action Disclosure Scope Dimension Disclosure Scope Dimension Name Dimension Name Type MWh TotaltCO2 Total GHG tCO2e DSD 224 Division Retail 33 649 24 15 564 88 15 668 56 a DSD 233 Division Wholesale 9 425 60 855 84 855 84 4 DSD 222 Facility London 28 879 31 15 528 63 15 632 31 DSD 231 Facility Paris 9 425 60 855 84 855 84 DSD 235 Facility Oslo 4 769 93 36 25 36 25 Show 5 more Go to list 26 g Rn wg eg mg mg mg gg A gll N Figure 9 21 CDP Disclosure Disclosure Scope Dimensions Related List Generating CDP Disclosure Reports To generate disclosure reports click on the Generate Reports button Performing this action will generate ea
26. and Challenges Publish Date Enter a date to control when the Challenge is first published i e the date on which the Challenge will first become visible to SUMo application users Retire Date Enter a date to control when the Challenge is retired i e the date after which the challenge is no longer visible to SUMo application users Role Challenges can be made visible to all users in all roles or made visible only to users in a specified role Select the role to limit visibility or leave the default value lt none specified gt if the Challenge is to be visible to all users Challenge Details Full Description Within the SuMo application users have the ability to display a more detailed description and or other information related to the challenge This information could include more detailed instructions on how to complete the challenge and or details of the benefits that would be achieved by taking the challenge This field is rich text area that can contain formatted text up to 32 000 characters long Additional Information SuMo users also have the ability to link off to additional information via a URL Entering a URL here will enable the SUMo user to view more information in the default browser on the device where they have the SuMo application installed 51 Challenge Edit e Airport Bus Challenge Edit Save Create Achievements Cancel Challenge Information I Required Information Challenge Name Airport Bus Comp
27. are one or more Sustainability Initiatives that have the necessary data and have been flagged for display Viewing Individual Initiatives The list of initiatives displayed below the MACC chart is a complete list of the initiatives that have been established for your organisation However only those initiatives where the Include on MACC Field has been checked will appear on the MACC chart Those that do appear are displayed ranked from left to right showing which initiatives deliver the lowest cost of saving a tonne of carbon first expressed as a cost in your defined unit of currency per tonne of CO2 The current cost of purchasing carbon allowances is drawn as a red line across the chart This cost of carbon is set by the Sustainability Administrator in the Application Settings Defining an Initiative To define a new initiative click on the Initiatives tab and then click on the New Initiative button in the header of the initiatives list below the MACC chart When defining a new initiative via the user interface you will be required to select the initiative record type Select one of the two initiative record types from the picklist and then click Continue New Initiative Help for this Page 4 Select Initiative Record Type Select a record type for the new initiative To skip this page in the future change your record type settings on your personal setup page Select Initiative Record Type Record Type l CSR Initiative e of n
28. chart to compare the volume of water supplied between regions Water Supply by Division Current Year Water supplied for the current year presented as a list by business division Use this chart to compare the volume of water supplied between divisions Water Supply by Facility Current Year Water supplied for the current year presented as a list by facility Use this chart to compare the volume of water supplied by facility Water Supply by Usage Current Year Water supplied for the current year presented as a list by usage 121 Dashboard Help for this Page e x 2 Water Supply Go to Dashboard List Last refreshed at 21 12 2011 16 14 View Dashboard Tyne here to search for a dashboard v Edit Clone Refresh e Viewing dashboard as Free Trial Admin Water Supply Water Supply Water Supply by Geography Yea cY2010 Over Time Quarterly Current Year a 15 o 20 3 S a Ei Kl 3 10 515 E 2 2 E 5 a 105 E ZF O vi Ise co d F d H te d N aw d gt CY2014 cet d d FS ce r on Year a Ki E KL E 34 Calendar Year Occurrence Date m3 Th 80 60 D 20 A Australia France Germany Netherlands UK USA Geography Water Supply by Division Water Supply by Facility Water Supply by Usage Current Year Current Year Current Year Division m3 Facility m3 Usage Sales 53K Aspen Court HQ 2K 72K Strategy 19K Bastille 7K Cupertino P 11K geg wg ET el TTT TT TG E E 3
29. current annual quarterly or monthly list of performance centres using the calendar icons displayed along the top right hand edge of the performance centres list Only the period durations that are available will be displayed i e if you do not have any monthly performance periods the icon for selecting monthly periods will not be available The default view is defined in the application settings using the Default Period View Performance Centres picklist in the period settings section of the page 100 To view a list of performance centres that contain a specific period select the period from the View picklist and click on the Go button Selecting No Periods in the view picklist will display only the performance centres that do not currently contain any performance periods To view and or edit an individual performance centre click on the performance centre name which is a hyperlink Performing this action will take you to a detail page for that individual performance centre Note Note that from this list you can also drill directly to a specific performance period for a given performance centre To do this click on the performance period which is also a hyperlink Performing this Ss action will take you to a summary page for that performance period Further details on viewing a performance period see the Viewing Performance Periods section From here you will be able to view details of the selected performance centre
30. disposal quantities for the current year presented as a list by geographic region Method of Disposal by Division Current Year Waste Disposal for the current year presented as a stacked horizontal column chart by business division Each bar business division is sub divided to show the method of disposal Use this chart to compare the methods and total amounts of waste disposed between divisions Disposal by Division Current Year Total waste disposal quantities for the current year presented as a list by business division Method of Disposal by Facility Current Year Waste Disposal for the current year presented as a stacked vertical column chart by facility Each bar a facility is sub divided to show the method of disposal Use this chart to compare the methods and total amounts of waste disposed between facilities 122 Disposal by Facility Current Year Total waste disposal quantities for the current year presented as a list by facility Dashboard Help for this Page 2 Waste Disposal Go to Dashboard List Last refreshed at 21 12 2011 16 14 View Dashboard Tyne here to sea Viewing dashboard as Free Trial Admin j rch for a dashboard v Edit Clione Refresh vY Waste Disposal by Method Total Waste Disposal Waste Disposal by Stream Over Time Quarterly Year on Year Over Time Quarterly es Thousands gt N Lei CO CH gt on ad Ze A Thousands N Q CO 7 Ze A de 4
31. energy presented as a side by side vertical column chart by month A column is displayed for the energy consumed in each month for successive years Use this chart to compare energy consumption during the same month in successive years Energy Consumption by Scope Current Year Total energy for the current year presented as a donut chart by scope Use this chart to see the composition of energy use by scope for the current year Energy Consumption by Type Current Year Total energy for the current year presented as a stacked horizontal column chart Within each bar the energy subtype is displayed Use this chart to see the composition of energy use within energy type e g Fuel Electricity Heat Steam etc for the current year Energy Consumption by Type Over Time Quarterly Total energy over time presented in a line chart on a quarter by quarter basis Use this chart to see the total amount of energy consumed by type on a quarterly basis Energy Consumption by Supply Type Total energy from metered sources for the current year presented as a pie chart Each segment of the pie represents the different supply types of metered energy sources Use this chart to compare the percentage and quantity of energy from different metered supply types Energy Consumption by Geography Current Year Total energy for the current year presented as a stacked vertical column chart by geography The energy 116 consumed is further segmented by scope
32. for the current calendar year to date This information is presented as a donut chart by inventory showing costs and percentage on hover Use this chart to identify which inventories contribute the largest costs in the current year Initiative Annual Financial Benefits By Status This funnel chart shows the annual benefits costs of initiatives grouped by their status Use this chart to access the composition of the initiatives pipeline Carbon Savings Year on Year This chart shows the carbon emission savings positive or carbon emissions increase negative versus the previous year The data is presented as a vertical bar chart with a bar for the current year and each of the two previous years Use this chart to see the size of emissions savings versus the previous year Electricity Cost Savings Year on Year This chart shows the cost savings from electricity positive or cost increase negative versus the previous year The data is presented as a vertical bar chart with a bar for the current year and each of the two 114 previous years Use this chart to see the size of cost savings from electricity versus the previous year Business Travel Cost Savings Year on Year This chart shows the cost savings from business travel positive or cost increase negative versus the previous year The data is presented as a vertical bar chart with a bar for the current year and each of the two previous years Use this chart to see the siz
33. generate disclosure reports click on the Generate Reports button Performing this action will generate each of the reports required for the relevant information disclosure These reports will be generated in the Adobe PDF file format and attached to the disclosure Reports can be viewed from the Reports related list on the main disclosure page Each report is versioned and the details of the person that created the report plus a date and time stamp are also recorded Each report forms a snapshot in time of the information the disclosure contained at that point Each time the Generate Reports button is clicked a new version of the reports will be generated based on the latest information contained in the disclosure at that time To view extract or print a report click on the Disclosure Report hyperlink in the View column of the Disclosure reports related list The reports are stored in Adobe pdf format so you will need a means of viewing PDF file format documents The Adobe Reader can be downloaded for free from the adobe website www adobe com CRC Disclosure Reports The CRC Energy Efficiency Scheme currently requires two types of disclosure each required at various points in time throughout the lifecycle of the scheme To facilitate this the UK Environment Agency provide an on line electronic system known as the CRC Registry to facilitate the disclosure process The CRC Registry is an on line web application that does not provide an API theref
34. included in the disclosure definition criteria The scope selections made in the previous step will govern which Types have been pre selected for this step Only types that are contained within the Emissions Factor Bodies selected in the first step will now be displayed For CRC Disclosure Definitions only you are required to enter the most current DEFRA grid rolling average emissions factor for consumed electricity aka Brown electricity 31 Create a Disclosure Definition ae as gt Information Select the Types to include in the Disclosure Definition Other None Fuel Scope 1 M Electricity Scope 2 Biofuel Scope 3 M Passenger Transport Scope 3 Waste Scope 3 Water Scope 3 Other Settings Grid Rolling Average EF kgCO2 kWh Back Next wm i mg eg mg ae W Oe a f RT TT ET ET Figure 3 5 Disclosure Reporting Third step Disclosure Definition Wizard Selecting the Types to include Fourth Step The selections that you have made are summarised at this stage You can now optionally add individual GHG Emissions Factor Keys for types that were not selected or Omit individual keys from within types that were selected In order to perform either of these actions select the appropriate button Add EF Keys or Omit EF Keys and on the subsequent screen place a check mark against each of the EF Keys that are to be added or omitted Once you have made all your optional selections save your changes to re
35. named on the Source Item being posted When viewing an Agreement the Posting Rules for that agreement are displayed in a related list below the agreement Details section of the page From this page an existing posting rule can be edited or deleted by clicking either the Edit or Del action link displayed before the posting rule ID and new posting rules can be created by clicking the New Posting Rule button at the top of the related list Note that existing Posting Rules can be Edited Deleted or Cloned by drilling into the appropriate rule and clicking the relevant button The required fields are Agreement Inventory and Posting Action The complete set of fields is described below Information Posting Rule ID A unique ID that is automatically generated by the system Agreement The parent Agreement for the posting rule This field is pre populated with the name of the parent agreement Inventory Event Select the Inventory Event that will be required to match the Inventory Event on each Source Item as it is processed posted to the inventory Leaving this field blank will mean that the posting rule is processed regardless of the Inventory Event named on the Source Item record Inventory The inventory that the posting action will be performed against Posting Action Use the picklist to select the required posting action Choose between Deposit or Withdrawal actions or specify Total if the amount being posted is a new tota
36. nee nO EE E A Figure 11 9 Performance Indicator KPI 108 Sustainability Initiatives Initiatives Overview Two types of initiates are supported The first reduction initiatives are a means of reducing an organisation s impact on the environment and reducing costs i e associated with energy purchases business travel waste disposal etc Each reduction initiative targets a different area of energy fuel or resource savings that result in reduced GHG emissions and cost The second CSR initiatives typically seek to improve an organisations corporate social responsibility Typical CSR initiatives would target increases in employee volunteering increases in charitable donations and an increase in fair trade transactions increasing the number of electric company cars etc The anticipated savings from implementing reductions initiatives should also be taken into account when forecasting the number of carbon allowances that are required to be purchased in future years applicable to UK CRC Energy Efficiency Scheme participants CloudApps Sustainability Suite provides a mechanism for assessing the benefits costs and values of implementing reductions programs via the calculation and display of a Marginal Abatement Cost Curve MACC for your organisation s selected reductions initiatives Viewing Initiatives Clicking on the Initiatives tab displays a list of your organisations initiatives along with a Marginal Abatement Cost C
37. no additional Passenger transport or Freight transport Zi specific fields beyond the common set of fields described earlier in this PS section Waste Disposal This source record type is used to define waste that is being disposed of This record type should be used for all methods of waste disposal e g to landfill recycling energy from waste EfW compositing etc Supplementary Information Provider Enter the name of the Provider i e the Disposal Service Provider Clicking the search icon next to the field name will open a lookup window enabling a search of the available Provider names Linking sources to providers will enable reporting and analysis by provider Importing Source Item Data Once you have established a source you are ready to import the individual data items records for this source For example if the source is an Electricity or Gas meter then the source item data will be a record of the individual meter readings for that source The application provides a level of flexibility regarding the granularity of the records source items that can be stored The individual source items could be half hourly daily weekly or monthly readings Which level of granularity you choose to use will be governed by the level supplied by your provider your reporting requirements and or data storage volume cost restrictions Whilst it is possible to enter source item data into the application via the UI by clicking the New Source I
38. that is being loaded into the application were meter readings for regular electricity generated from fossil fuels also referred to as Brown electricity measured in kilowatt hours consumed rather than generated in 2008 then the appropriate key to use would be DEFRA Elect Brown kWh Con 2008 Another example might be loading consumption details Natural Gas measured in therms on a Gross CV Calorific Value basis for which the key is DEFRA Fuel NaturalGas therm gross A passenger transport PT example might be for travel recorded in miles in a large diesel powered car for which an appropriate key would be DEFRA PT Car mile Diesel Large or finally travel in an aircraft on a long haul business class flight for which the key is DEFRA PT Air pkm Long Business pkm stands for passenger kilometres i e the distance each passenger travelled not the distance travelled by the plane and then divided between the number of passengers Hopefully by now you can see that the key is relatively simple to understand and if used correctly will consistently convert any of the supported conversions into their appropriate GHG emissions Unit Cost information can also be entered for each source key In addition to calculating the GHG emissions for a Source Item record it is also possible to calculate a total estimated cost for the amount entered provided a unit cost has been defined for the relevant key To enter a unit cost locate the relevant key from the list pro
39. the administrator is required to define how many Points are equal to one 44 Experience To do this they must enter a value in the Number of points that equal 1 Experience field Rewards can also be flagged as Automatically Awarded Those that are not must be Claimed by the user from within the SuMo application Unclaimed rewards will expire after a set number of days To define the number of days that rewards are available before they expire the Administrator must enter a value in days into the Days until unclaimed rewards expire field v Reward Parameters Number of points that 20 equal 1 Experience Days until unclaimed 5 rewards expire RE E N aO wm gg ai wm a a fum Figure 6 1 SuMo Configuration Options Reward Parameters Levels This section of the SUMo configuration options screen is used to define the levels that users will progress through as they play the game In addition to specifying a level number and label the achievement criteria necessary to trigger a Level Up i e to proceed to the next level needs to be defined To edit the name of an existing level click the Edit link beside the relevant level Levels can be deleted one at a time from the highest level down by clicking the Delete Highest Level button v Levels New Level Delete Highest Level f Action Number Label Edit 1 Jonokuchi Edit 2 Jonidan Edit 3 Sandanme Edit 4 Makushita Edit 5 Juryo
40. the application 5 times the Application Activated event but you don t want them to open and then immediately close the app 5 times in a row just to earn the reward In this example you would set a time limit between each action registering e g 18 hours hence attempting to ensure that only one activation event per day is recorded Number of occurrences Specify the number of times the achievement must be repeated before it will be rewarded Time limit in days Specify the number of days that the user has to complete the achievement Use this parameter when the specified number of occurrences must be completed within the number of days defined here to earn the reward Achievement Criteria Related List Field Use the picklist to select a field whose condition will be evaluated to determine if the condition is true i e the achievement criteria has been achieved Up to 6 fields can be evaluated in this way and each condition must be true for the overall achievement criteria to be met Condition Use the picklist to select the condition that is to be used when evaluating the contents of the field against the specified value The conditions is incremented and is changed do not require a value to be entered in the following value field in order to be evaluated Value For conditions that require a value enter the value in the field that follows the condition Use the following screen shot to complete the configuration of the exam
41. their friend s performance details Level Experience Points Rank Badge Counts and Rewards View Pledge and be rewarded for taking Challenges One Off or Recurring Rewards for Recurring Challenges can be given for Accepting Repeating and Completing Challenges Rewards can also be received for stand alone achievements S View their organisations Sustainability Goals including period budgets and targets plus actual and projected performance against those budgets and targets The CloudApps SuMo User is able to log into the CloudApps Sustainability Suite via a Web Browser and will have relevant access to the objects and data necessary to perform the duties and tasks described above However these duties are only intended to be performed via the SuMo application not via a direct login from a Browser therefore accessing the CloudApps Sustainability Suite directly is not recommended for SuMo Users 130 CloudApps Sustainability Performance Manager The CloudApps Sustainability Performance Manager is responsible for the following duties s Viewing Goals Goal Periods and Goal Allocations Viewing Initiatives plus Edit permissions for Activities Notes amp Attachments View Edit Performance Centres Performance Periods and Performance Indicators note that further configuration will be required post installation to further limit visibility to only those Performance Centres that are owned by the user and it s descendent Perf
42. to both their original inventories and the new inventory this option can be used To perform this operation check the Re Generate Inventories checkbox and if required highlight a specific Agreement in the Select Agreements to Process list Then run the posting engine as before by clicking the Run Posting Engine button Care should be taken to ensure that this option is used for specific agreements rather than for all inventories 26 Inventory Posting Engine Back Run Posting Engine gt Information gt Posting Engine Options Re Generate Inventories Post new amended E Source Items Select Agreement to Electricity Consumption Process Fuel Consumption Water Supply Business Travel Freight Transport Waste Disposal Charitable Donations Health amp Safety Biofuel Biomass v Inventory Entries Posting Engine v Posting Engine Audit Trail Actions LotNumber Date Triggered By Warnings Count View 00000050 21 12 2011 15 24 Free Trial Admin 144 View 00000044 21 12 2011 14 30 Free Trial Admin 0 000 20 12 2011 11 22 Free Trial j 0 Figure 2 4 Inventory Management Posting Engine Options and Audit Trail Posting Engine Audit Trail If the posting engine detects conditions that require the attention of the Sustainability Administrator these will be recorded as warnings in the Audit trail Each time the posting engine is run an audit log entry with a specific Lot number is created The Audit trail is shown at the bott
43. used to segment and report on sources information in both CDP Disclosures and within selected Dashboards and Reports Making use of categories provides an efficient means of slicing and dicing source information for reporting in various forms Categories are also additionally used to define Performance Centre Types used within the Performance area of the application Select the Categories icon from within the General Administration section of the Administration Launch Pad to display the Categories home page with either the most recently viewed created or modified categories displayed if there are any From the Categories home page you can view types of categories by clicking on the Go button displayed alongside the View picklist Views for each of the default categories are provided Selecting any of these pre defined views in the view picklist will display a list of the records that have been defined for that category If you have created additional views you will also be able to select these here To view edit delete or clone an individual category click on the category name which is a hyperlink Performing this action will take you to a detail page for that individual category This view also contains a related list showing the sources that have this category defined if any There are several ways that you can define a new category Begin by clicking on the Categories icon within the General Administration section of the Administration La
44. view edit delete or clone an individual inventory click on the inventory name which is a hyperlink Performing this action will take you to a detail page for that individual inventory There are several ways that you can define a new Inventory Begin by clicking on the Inventory icon from within the nventory Management section of the Administration Launch Pad which will then display the Inventory home page 1 Clicking on the New button in the Recent Inventories list will initiate the process for defining a new inventory 2 From any Inventory view you can click the New Inventory button to initiate the process for defining a new inventory 3 When viewing an existing inventory from the inventory details page you can click the Clone button This will create a cloned copy of the currently viewed inventory enabling changes to be made and then saved as a new inventory The master list of fields available for an Inventory is shown below The mandatory fields are Inventory Name Measurement Method Unit and Sustainability Type Information Inventory Name Define a name that uniquely identifies the inventory This is the name that will appear on the Performance Indicators InfoGraphic that is displayed for Performance Centres and in SuMo It is recommended that you keep the name brief but clear and meaningful a description field is provided for a more expansive description of the inventory Measurement Method Specify Period for inv
45. within the specific period for the performance centre in question Viewing Performance Indicators The overall performance of an indicator can be viewed on the performance period summary screen Below the multi period comparison chart a series of InfoGraphics one for each indicator show values for the budget target the projected amount projected to the end of the period The smaller actual sphere displays the actual amount of budget target that has been used expressed as a visual and numerical percentage The larger orojected sphere displays the projected amount compared to the budget target as a visual percentage along with the unit of measurement being used for the indicator 104 Note Within the InfoGraphic percentages are graphically displayed by filling each sphere with colour from the bottom imagine a coloured liquid in a clear spherical container Thus 50 is represented when the sphere is half full and 75 when it is three quarters full using the appropriate colour A fully single coloured sphere indicates 100 Percentages above 100 up to 200 are represented by with a darker shade of the colour over spilling from the top of the sphere back down the outside thus the top half of the sphere being darkly coloured represents 150 Q The full set of detailed information available for each Performance Indicator can be viewed by clicking on the indicators label displayed on the top coloured bar of each indicator
46. 25 Po NN D E 25 PISCO SUES RE OE E 28 Disclosing Organisation and SGU S Party types on EENEG 28 Disclosure er HERE 30 Disclosures Definition amp Calculation s ssssssssessrenrrssrrssnennrennresnnnnneonnnnnnennnonnnnnnnnnnennnonnnnnnennns 33 ME ASO AU EA 33 Goal ITO IG NE PEC CSS ai iiss css scare ae rd cacaeu races ea saradeyspanncsnuuana va asatinuennalacinutnsediesiosenutiansats 34 Eiere ET 34 Coalo DERO EE 35 Goal Allocation eege 35 GOA OCS S SIDE EE 37 SEENEN 39 Centre Types a Category record Ty eeneg 39 ue SV TCA 06S sisirin onana aa ianei aiia earannan Raoi Aiii 39 Performance Eelere 40 Source Allocations sssssssssressrsssnssrnssnsnsnssnnssnnnnnennnnnnnnnnnnnnennnnnnnnnnnnneonnnnnnnnenntennnnnnnonnnnnnennne nnn nnen mnene 40 Allocation Engine Processing Source Allocations s sssssssssesssessresnsrsesnensnnssnnsnnnnnnnnssnennnnes 42 S stainability le Net NN NEE 44 CONI Ur Oa T E 44 Egeter 49 EE 50 TEE 54 Ee 60 ER Ee et 60 Viewing Batch Apex JOD HISTOL V aisn aaa A i 63 Data SOUT COS iiinn ctuccunteds eanuniaaieeseeieteteai iets 64 SOUFCES OV EN 64 VIEWING SOUECES cai as aa aaa aa 64 Denning RU saiaren A NAANA AAAA AEA aA Dai 65 Fields shared across all record ype isimsiinisiiiinattiiinnianisiih a 66 Electricity Metered Re SOUTCES eebe 68 Gas Metered RESOUrCES Eed 70 Other Metered ReSourCe S currani O 71 NON Metered RESOUTCES siisii aaa leabathetioadeareiiehaes 71 Passenger Transpor aaria E
47. 35 00 Total Amount Roll Up 5 378 746 000 Total Cost Roll Up 508 917 00 Figure 11 6 Performance Indicator Period Totals In Period Projections Projected Amount The projected amount that has been calculated for this performance centre in this period from the appropriate inventory The projection is calculated by dividing the total rolled up amount by the number of days into the period and then multiplying the result by the total number of days that the period contains Projected Percentage The projected amount expressed as a percentage of the period budget total Projected Variance from Threshold Amount The variance between the projected amount and the threshold amount expressed in the inventory unit A positive number represents the projected amount above the budget or target negative the projected amount below budget or target v In Period Projections Projected Amount 5 378 746 00 Projected Percentage 104 Projected Variance from 186 746 00 Threshold Amount Figure 11 7 Performance Indicator In Period Projections Lifetime multi period cumulative Totals Cumulative Amount Roll Up The combined amount for this level plus the calculated amount for all descendants below this performance centre for this period and all past periods i e the lifetime of the data contained in the inventory Cumulative Cost Roll Up The total combined cost for this level plus the calculated costs for all descendants below this performanc
48. 65 00 Supply Type GB 00 HH Metered Relevant Emissions tCO2 1 243 233 65 CRC Emissions tCO2 1 243 233 65 Figure 9 14 CRC Disclosure Sources Summary Details Excluded Use Emissions Deductible Excluded Use tCO2 The tCO2 emissions that are to be deducted from this Source as they were consumed for a CRC excluded use These emissions are calculated using the Electricity grid rolling average supplied in the disclosure definition from the manually entered Deductible Excluded Use kWh field Exclusion Adjusted MWh The total MWh of energy for this source which has been adjusted to take account of any manually entered adjustment for CRC excluded use energy consumption v Excluded Use Emissions Deductable Excluded 58 000 00 Deductable Excluded 31 35 Use kWh se tCO2 Exclusion Adjusted MWh 2 299 942 00 d Figure 9 15 CRC Disclosure Sources Excluded Use Energy amp Emissions Calculated Emissions MWh The total calculated energy in MWh for this source Total tCO2 The total calculated tCO2 emissions for this source v Calculated Emissions MWh 2 300 000 TotaltCO2 1 243 265 00 Figure 9 16 CRC Disclosure Sources Calculated Energy amp Emissions CCA EU ETS Exemption or Exclusion CCA Exemption Indicates Yes No whether the source has a CCA Exemption applied to it as a consequence of its parent Disclosure Group having 25 or more of its emissions covered by a Climate Change Agreement CCA CCA Indicates
49. 8 29 688 Highfield Tower 1 564 S 2 Frankfurt Main 1 034 d P Cupertino Park 830 d Aspen Court HQ 331 e Deine Irving Plaza 307 az 9 EN DN DN O EN S D x x W W l Bastille 198 CCC FFE AE AE FE ES e Julianapark 187 N D N gt cb 0 cmon Daley Plaza 158 o Germany Netherlands N Total GHG tCO2 Thousands gt a 7 e Ce Total GHG tCO2e Thousands te a ae aphy Kent Street Sydney 123 Type Neath Port Talbot Hospital 87 Electricity Fuel Passenger Transport E Scope 1 E Scope 2 E Scope 3 Gilchrist Data Center 82 OO CT gg TT a i mg egen wg gg pl deeg mg a wg mn ee ap Figure 13 3 Dashboards Carbon Emissions Inventory 118 Business Travel Emissions This dashboard displays Total GHG emissions resulting from Business Travel This dashboard includes the following charts as standard Business Travel Current Year Total GHG tCO2e from business travel displayed monthly for the current calendar year The information is presented as a vertical column chart by Date Use this chart to see if your organisations monthly carbon emissions from business travel are increasing or decreasing Business Travel Over Time Quarterly Total GHG tCO2e from business travel displayed quarterly over time The information is presented as a line chart by Date Use this chart to see if your organisations quarterly carbon emissions from business travel are increasing or decreasing over time Business Travel Year on
50. 80 Q gt N LU Sum of Average tCO2 Savings per annui Thousands Oo cY2009 cy2010 cyY2011 cCy2012 S Sum of Annual Benefit Cost Thousands tart Date Sum of Annual Benefit Cost Thousands Top 10 Reduction Programs Reduction Savings by Type Cost of Reduction Savings Sum of Average tCO2 Initiative Initiative Name Savings per annum 18 34 Start Date Sum of Capital Cost Q3 CY2009 0 Implement SuMo to reduce business travel 30K Eeer Q4 CY2010 120K Increase capacity of waste recycling at all 18K Q2 CY2011 200K facilities 41 27 Q3 CY2011 1 000K Benchmarking study on emissions and 15K Q4 CY2011 750K EE Q1 CY2012 115K Alternative Power Source for Data Centre 10K Q3 CY2012 500K Light motion sensor implementation in 8K underground parking facility Data Centre Server Replacement with Cloud 5K Services Sum of Average tCO2 Savings per annum Thousands Install Heat Recovery Units for all Facilities 2K Type LED Refit across floors at HQ Facility 2K Feasibility study for onsite power generation 0 using waste Hospital Facility PC and Equipment Power Optimisation 0 30 Energy E Environmen tal E Waste amp Recycling a n Weg i TE gg ege gengt dg egene A mg eg geg ll wgl E meng A wm gegen Lagun gg fg emgeet wl Lat Figure 13 8 Dashboards Sustainability Initiatives CDP Emissions Disclosures This dashboard displays information for voluntary CDP Disclos
51. 9 01 01 2009 De 6 500 000 00 6 852 749 00 5 15 0 00 6 852 749 00 Edit Del CY2010 01 01 2010 8 000 000 00 7 976 230 00 16 74 16 39 7 976 230 00 Edit Del CY2011 01 01 2011 8 800 000 00 9 064 120 29 28 42 32 27 8 989 416 00 d Edit Dei CY2012 01 01 2012 7 100 000 00 3 61 0 00 Figure 10 1 Goals Goal Summary Viewing Goals After selecting the Goals tab you will be presented with the Goals home page with either the most recently viewed created or modified goals being displayed if there are any From here you can view a list of goals by clicking on the Go button displayed alongside the View picklist Selecting All in the view picklist will display all Goals Additional views that filter the Goal list may also be available and these can also be selected here To view and or edit an individual goal click on the goal name which is a hyperlink and will be underlined Performing this action will take you to a summary page for that individual goal From here you will be able to view a summary chart showing the goals performance against past budgets targets a projection of performance for the current period over its entire duration of the goal Also displayed in two related lists below the chart are more 94 detail comparisons of the goal performance for each period along with the goal allocations percentage allocations of the budgets targets out to Performance Centres To view full details of the goal click on the goal name hyperlink
52. Administrator to the Challenges home page The following screen shot shows a system with a number of Challenges already defined amp All Edit Delete Create New View V New Challenge Change Owner f ABCODEF GHIJK LIM NO J Action Challenge Name t Featured Publish Date Frequency Repetitions Complexity Achievement C Edit Del Airport Bus 01 05 2012 Recurring 4 Easy Airport EM Edit Del Bike to Work 02 05 2012 Recurring 10 Difficult Bike to Woro Edit Del Car Pool Customer Meetings Y 03 05 2012 Recurring 8 Average Edit Del Community Centre wA 10 05 2012 One off 0 Easy Edit Del Corporate Fund Raising 04 05 2012 One off 0 Easy Edit Del Internal Meetings 06 05 2012 Recurring 12 Average Edit Del Local Fund Raising 08 05 2012 One off 0 Average Edit Del Move House 07 05 2012 One off 0 V Hard Edit Del NDCS Volunteer 11 05 2012 One off 0 Easy Edit Del Train notPlane wi 09 05 2012 One off 0 Difficult Edit Del Using GotoMeeting 05 05 2012 Recurring 6 Difficult Edit Del Water Cooler wi 08 05 2012 Recurring 16 Easy KW a a all mg i eg Figure 6 6 All Challenges View To create a new Challenge begin by clicking the New Challenge button The following fields are displayed and available for entry when creating a new Challenge Challenge Information Challenge Name The name of the Challenge This is the name that will be displayed in automatically generated chatter messages assuming that the option to chat Pledge messages h
53. Core Residual This field is automatically completed as it is driven by the selection made for the Supply type field This information is important for a UK CRC disclosure MPAN Core Enter the Meter Point Reference Number MPRN into this field as MPAN and MPRN are often used interchangeably for gas meters An MPRN is an 11 digit number the first 2 digits identify the system operator the next 8 digits are the meters unique identifier and the last digit is a check digit Meter Serial Number The serial number of the meter Meter Type Choose whether the meter is a main fiscal meter or a secondary sub or clip on meter Only fiscal meters will be included in disclosures Parent Meter If the meter type is a sub meter or a clip on meter then enter the Parent fiscal meter Provider Enter the name of the Provider i e the Gas Supplier Clicking the search icon next to the field name will open a lookup window enabling a search of the available Provider names Linking sources to providers will enable reporting and analysis by provider AMR Indicate whether this meter is a non mandatory Automatic Meter Reading meter this field is used to calculate the UK CRC Early Action Metric Default Reading Type The Default Reading Type will be applied to all source item records where a value has not been supplied Estimated readings will be subject to 10 emissions uplift for UK CRC Disclosures Estimation Technique For meters that have estimated
54. Del PR 000008 Waste to EfWw Waste Other Deposit Non Emission Rule Edit De PR 000010 Waste to Landfill Waste to Landfill Deposit Non Emission Rule Edit Del PR 000006 Waste to Unknown Waste Other Deposit Non Emission Rule ee ee wf ow TT ET mmm ET 8 BT wm gd gf gg mg A A weg Figure 2 2 Inventory Management Posting Rules Sources Definition Click on the Sources icon from within the Inventory Management section of the Administration Launch Pad to go to the Data Sources home page See the Defining a Data Source section of this guide for details on setting up and defining data sources This task must be performed by the Sustainability Administrator Data Import Wizard Click on the Data Import Wizard icon from within the Inventory Management section of the Administration Launch Pad to launch the Import Wizard This task can only be performed by the System Administrator See the Importing Source Item Data section of this guide for details on importing source data Posting Engine Once Agreements and Inventories have been established and source item data has been loaded or manually entered the Posting Engine can be run Performing this task will populate and update any inventories with data from new amended Source Item records in accordance with the posting rules defined by the agreement associated to the relevant Sources This process should be re run periodically after new Source Item data has been loaded or amended The Posting En
55. Figure 1 6 General Administration Providers Wf a 14 HI Units of Measure All Source Item data is entered using an appropriate unit of measure The unit of measure is allocated by the Source Key that has been chosen for the Source Item see the next section for more details on Source Keys All units of measure must be defined in advanced before a source key and hence source item can use them The application is delivered as standard with many of the most common units of measure pre defined The units of measure provided by default within the application are referred to as Standard Units In addition to standard units the CloudApps Sustainability Administrator can define additional Custom Units that will in turn be used by Custom Source Keys Maintaining Custom Units Organisations wishing to create custom units can do so by clicking the Create a New Unit button on the Unit Management home screen Doing so will open the Unit Edit screen The information panel on this screen provides detailed guidance for entering the information required to create a custom unit In order to ensure that amounts entered for custom units can be converted to an amount specified in the common unit of measure for the unit type a unit rate should be specified This unit rate will be used to convert amounts specified in the custom unit into amounts specified in the common unit of measure WII Unit Management Create a New Unit v Custom Units Action
56. Mode The remainder of the fields on the Disclosure Group page have been calculated by the application and are for display only These fields are summarised below Information Organisation Emissions tCO2 The total emissions for all Sources that are linked to this Disclosing Group and within the bounds of disclosure criteria Relevant Emissions tCO2 The Disclosing Groups organisation emissions minus any excluded use emissions domestic accommodation transport activities supply not for own consumption and premises outside the UK Regulated core Emissions tCO2 The Disclosing Groups core emissions that are regulated under CRC CCA or EU ETS regulations CRC Emissions tCO2 These emissions are the CRC regulated emissions only i e Regulated core Emissions minus emissions covered under the CCA and or EU ETS regulations plus any residual sources that have been flagged for inclusion in the disclosure Disclosure Group Detail Edit Disclosure Group Name ABC Group Organisation Emissions tCO2 16 421 731 75 Disclosure CRC 2010 11 Disclosure Relevant Emissions tCO2 gt 15 027 396 55 Regulated core Emissions tCO2 13 676 021 55 CRC Emissions tCO2 12 432 650 00 Figure 9 9 CRC Disclosure Groups Summary Details Excluded Use Emissions Excluded Use tCO2 The rolled up total tCO2 that is recorded as deductible excluded use energy on the Disclosure Groups Disclosure Sources plus and Additional Excluded Use tCO2 recorded at the Disclosure G
57. PowerPoint The data calculated for your general disclosure can then be merged with the templates to produce a report Specific instructions on using Conga Composer are provided by AppExtremes in their user documentation for Conga Composer Once created templates can be stored either within the platform used by CloudApps Sustainability Suite or on your local computer Having selected the template you wish to use next decide if you wish to save the report as an attachment to the Disclosure If this is required then the Automatic Logging check box 92 must be selected and the Attach File field should read Attach only No Task Record Both of these options are contained within the Log Activity Options box of the Composer window Reports are generated in real time and can be output and viewed in either their native format the same as the template or in Adobe Acrobat PDF format by selecting the appropriate option in the Merge Options box Having decided the output format you are now ready to click the Merge button which will then merge the data from the disclosure into the template and generate the report Additional options are also available such as the ability to email the report to people directly from within the application Reports that have been saved back into the general disclosure will be accessible in the Notes amp Attachments related list on the general disclosure page These reports will be stored in the format specif
58. Scope Use this chart to compare carbon emissions between Business Divisions for the current year Carbon Emissions by Usage Total GHG tCO2e displayed by Usage for the current year The information is presented as a donut chart by Usage Use this chart to compare carbon emissions between types of Usage for the current year Carbon Emissions by Asset Total GHG tCO2e displayed by Asset for the current year The information is presented as a list with Total GHG tCO2e totalled up for each Asset Use this chart to compare carbon emissions between Assets for the current year P Dashboard 63 Carbon Emissions Inventory Go to Dashboard List Help for this Page 7 i Last refreshed at 21 12 2011 16 13 View Dashboard Tyne here to search for a dashboard v Edit Clone Refresh e Viewing dashboard as Free Trial Admin Carbon Emissions Carbon Emissions by Scope Carbon Emissions by Type Year on Year 1 05 Ri 3 85 TT AG OES S dt LS Total GHG tCO2e _ Thousands N CA Total GHG tCO2e Thousands gt De 0 m _ D 29 69 Total GHG tCO2e Thousands Electricity Fuel SE nsport Occurrence Ba Type Calendar Year Scope Subtype E Air E Australia Car mCY2010 mcy2011 E Scope 1 E Scope 2 EScope 3 E Germany W Natural gas M Netherlands aan E Taxi UK Carbon Emissions by Type Carbon Emissions by Geography Carbon Emissions by Facility Over Time Quarterly Facility Total GHG tCO2e
59. Unit Symbol Unit Name Unit Type Unit Rate Scope 1 Scope 2 Scope 3 Edit Del USD US Dollar Currency 1 000000000 Edit Del EUR Euro Currency 1 350000000 Edit Del GBP Sterling Currency 1 570000000 are geg A wll wg gg mg mmm emm wm gg wg ge TEE E eg E wm E mg Figure 1 7 General Administration Custom Unit Source Keys CloudApps Sustainability Suite utilises a unique source key to tag source data reduce errors and simplify the process of calculating GHG emissions from the quantitative information recorded within the application Amounts on Source Items By tagging the source data with an appropriate and easy to understand key CloudApps Sustainability Suite improves reporting amp segmentation and helps to ensure that GHG emissions are accurately calculated for all your source data using the correct and most current emissions factors The application has been designed to work in conjunction with an optional central Source Key Exchange that contains Keys which encompass a broad set of worldwide GHG emission factors from the US Environmental Protection Agency EPA UK Department for Environment Food and Rural Affairs DEFRA the International Energy Agency IEA and the Intergovernmental Panel on Climate Change IPCC and other country specific bodies CloudApps Sustainability Suite is capable of calculating and storing the emissions factors of four greenhouse gases carbon dioxide CO2 methane CH4 nitrous oxide N20 sulphur hexafl
60. Waste to Landfill Water Supply E Waste Recycled 15 reduction in Workpace Safety Incidents 199 E Volunteering E Health A Safety Lost Time by 2013 based on 2009 E Fund Raising E Charitable Donations Public Transport Cost Savings 15 reduction in Waste to Landfill by 2015 571 based on 2009 Year on Year 15 times increase in Charitable Donations by ik Electricity Cost Savings 2015 based on 2009 0 00 7 7 z Year on Year 20 times increase in Fundraising by 2015 1K a a based on 2009 0 00 2 500 000 00 1 E eech a d 3 4 gt Carbon Savings gt E 5 000 000 00 Year on Year 8 50 000 00 S A a 7 500 000 00 S E 3 P 10 000 000 00 D 50 000 3 100 000 00 O S D 12 500 000 00 e o CY2010 cy2011 2 Source Date Time gt 100 000 l 8 150 000 00 CY2010 cy2011 d naan See Time Public Transport Travel and Costs 150 000 Current Year Electricity Usage and Costs 30 3 00 200 000 CY2010 CY2011 Carent ha Source Date Time 800 80 00 20 2 00 q Figure 13 1 Dashboards Executive Overview Inventory Millions kor Cost lions E Energy Consumption This dashboard displays information for fuel and purchased energy sources in kWh All information is converted to kWh in order to provide comparison between fuels scope 1 and purchased energy scope 2 This dashboard includes the following charts as standard Energy Consumption Year on Year Total
61. When you mouse over the label it will change to a hyperlink indicating that it can be clicked in order to drill into the details Doing so will take you to the performance indicator detail page Editing a Performance Indicator Most fields on the performance indicator are calculated and as such display only The Sustainability Administrator can edit the following fields InfoGraphic Period Budget Target and Intensity Value although the Period Budget Target can also be set by the system if Goals and Goal Allocations have been defined as these will allocate out a percentage of the overall organisational goal to each performance centre Information Indicator Name The name of the performance indicator matches the name of the Inventory on which it is based Performance Period This is the period that the indicator belongs to and to which the information it contains relates Goal Period This is the goal period that the indicator is related to Any budgets targets that have been allocated from the goal will have come from this goal period Inventory The Inventory on which the indicator is based Inventory Unit The unit of measurement for the indicator All amounts displayed on the indicator are represented in this unit of measure but not costs which will be in the currency defined for the organisation InfoGraphic When checked the InfoGraphic will be displayed on the period summary page this is the default value If the performance indi
62. Year Total GHG tCO2e from business travel displayed monthly for the current and previous calendar years The information is presented as a side by side vertical column chart by Date Use this chart to see how your organisations monthly carbon emissions from business travel are changing relative to the same month in the pervious year Business Travel by Mode of Transport Over Time Quarterly Total GHG tCO2e from business travel displayed quarterly over time The information is presented as a multi line chart by Date Use this chart to compare your organisations quarterly carbon emissions from business travel by the mode of transport being employed Business Travel by Geography Current Year Total GHG tCO2e from business travel displayed by geographic region for the current year The information is presented as a donut chart by geography Use this chart to compare carbon emissions from business travel between geographic regions for the current year Business Travel by Geography amp Mode of Transport Current Year Total GHG tCO2e from business travel displayed by geographic region for the current year The information is presented as a stacked horizontal column chart by mode of transport subtype Use this chart to compare carbon emissions from business travel between geographic regions for the current year The information provided for each geographic region is further sub divided by mode of travel in order to assess differences in th
63. Yes No whether the source is regulated under a Climate Change Agreement and therefore to be excluded EU ETS Indicates Yes No whether the source is regulated under the European Union Emissions Trading Scheme and therefore to be excluded 85 v CCA EU ETS Exemption or Exclusion CCA Exemption No CCA No EU ETS No a i ee i A Figure 9 17 CRC Disclosure Sources CCA EU ETS Exemption or Exclusions Early Action Metrics amp Credits CTS Certificated Indicates Yes No whether this source is covered under a CTS or equivalent Scheme This information is determined from the Disclosing Group which is the level at which the scheme certificate is held AMR Indicates N A Yes No whether this source is fitted with an Automatic Meter Reading capability Mandatory Half hourly meters are flagged as Not Applicable N A as they are not eligible for the CRC AMR Early Action Metric ROCs FIT Indicates Yes No whether this source has a Renewables Obligation Certificate ROC or a Feed In Tariff FIT associated with it v Early Action Metrics amp Credits CTS Certificated Yes ROCs FIT No AMR N A mandatory HHM Figure 9 18 CRC Disclosure Sources Early Action Metrics amp Credits Reading Details Reading Type This value is determined by the duration of different types of readings typically for metered resources Possible values are Actual Estimated TBD If the duration of actual individual readings is less th
64. a 10 2a 10 2b 12 2 12 3 and 15 1 The answers required for these questions can be viewed through the screens described below or by generating the CDP 2012 information disclosure report This report is laid out in the same format as the information request document in order to simplify data entry into the CDP 2012 Online Response System ORS CDP Disclosure Information by Scope Below the Disclosure Criteria on the Disclosure page is a related list of information This list sub divides the disclosure information by scope and is labelled Disclosure Scopes At this level you will be able to review the emissions by scope and by GHG Drilling into an individual scope record by clicking on the Scope name will take you to a further level of detail for the selected scope including a breakdown of the emissions by various dimensions described below Disclosure Scopes Disclosure Scopes Help Action Scope Total GHG tCO2e Total tCO2 Total CH4 tCO2e TotalN20tCO2e Total HFCs tCO2e Total PFCs tCO2e Total SF6tCO2e Scope 1 10 399 46 811 425 40 79 90 203 96 0 00 0 00 0 00 Scope 2 16 524 40 16 420 73 6 63 96 98 0 00 0 00 0 00 Scope 3 44 439 46 19 295 49 11 30 266 57 0 00 0 00 0 00 Dan h bt gef a ae Do me AE mg gg Age gem T ET gmmgem Lon Figure 9 20 CDP Disclosure Disclosure Scopes Related List CDP Disclosure Information by Dimension After drilling down into the Disclosure Scope detail page for an individual scope you are presented with
65. able with the application Answer 7 4 lists the emissions factors applied and their origin note that emissions factors are expressed in kgCO2e per MWh 8 Emissions Data Answer 8 2 provides gross global Scope 1 emissions metric tonnes CO2e Answer 8 3 provides gross global Scope 2 emissions metric tonnes CO2e Answer 8 8a provides emissions from Biologically Sequestered Carbon i e from burning Biofuel Biomass metric tonnes CO2e 90 9 Scope 1 Emissions Breakdown Answer 9 1a Scope 1 emissions sources by geography metric tonnes CO2e Answer 9 2a Scope 1 emissions sources by business division metric tonnes CO2e Answer 9 2b Scope 1 emissions sources by facility metric tonnes CO2e Answer 9 2c Scope 1 emissions sources by GHG type 10 Scope 2 Emissions Breakdown Answer 10 1a Scope 2 emissions sources by geography metric tonnes CO2e Answer 10 2a Scope 2 emissions sources by business division metric tonnes CO2e Answer 10 2b Scope 1 emissions sources by facility metric tonnes CO2e 12 Energy Answer 12 2 states how much fuel electricity heat steam and cooling in MWh has been consumed by your organisation during the reporting year Answer 12 3 breaks down the total fuel figure in Q12 2 by fuel type in MWh 15 Scope 3 Emissions Answer 15 1 provides data on sources of Scope 3 emissions relevant to your organisation metric tonnes CO2e General Disclosures General Disclosures calculate GHG emissions by scope in t
66. agged as the base period you are ready to populate the goal with the period total from the base period 37 Click the Goal Engine icon from within the Goal Alignment Process section of the Administration Launch Pad From the subsequent Goal Processing Engine page click on the Baseline Calculation button The task will be queued and the console will display the status of the task which is run in the background Once complete the Baseline Amount Absolute and the Baseline Intensity Value fields on each Goal will have been updated with the appropriate data from the flagged baseline period This information is calculated from the appropriate inventories applying the Boundary that has been defined Allocate Budgets Targets Once budgets targets for goal periods have been specified and goal allocations have been defined you are ready to allocate the budgets targets from goals into performance centres Performing this task will populate the appropriate performance indicators with a budget target The process will allocate the specified percentage of the budget target into the performance indicator that is linked to the same inventory as the goal This operation will be performed for each performance centre defined in a goal allocation across all goals provided the goal allocation is flagged as being active Click the Goal Engine icon from within the Goal Alignment Process section of the Administration Launch Pad From the subsequent Goal Processin
67. ai ry Ry er rey bi aP se a Kb aP my my OOO GO GG GG GG GO 6 o mmm W vg d e d ed d ed e d France Germany Netherland UK USA Occurrence Dat Geography Type Scope Electricity Fuel E Scope 1 E Scope 2 wf wegl Lehm gg gf deg eee lge gew wen weg all wm 3 Figure 13 2 Dashboards Energy Consumption Carbon Emissions Inventory This dashboard displays information on Total Greenhouse Gas emissions in tonnes of CO2 equivalent Total GHG tCO2e The GHG emissions have been calculated by the application from the source item information provided in various different units of measure This information has then been accumulated in the relevant GHG inventories and then aggregated together for display in this dashboard This dashboard includes the following charts as standard Carbon Emissions Year on Year Total GHG tCO2e displayed monthly calendar year on calendar year for comparison The information is presented as a vertical column chart by Date Use this chart to see if your organisations monthly carbon emissions is increasing or decreasing compared to the same period in previous years Carbon Emissions by Scope Total GHG tCO2e displayed for the current year The information is presented as a donut chart by scope Use this chart to see the amount and percentage on hover of emissions that are derived from each of the three scopes Carbon Emissions by Type Total GHG tCO2e displayed by resource type for the current year The info
68. aia Eaa Eiaa aad aad 114 Executive EEN 114 Enero eet Ee rt ee EE 116 Carbon EMISSIONS MV CI EE 117 Business Travel E EE 119 Corporate Social ResponsibDINty draina a aad elnielon 120 Ee 121 WW ASCSM US OS al EE 122 DUIS CATO TI EY ban 123 CDP Dee EE EE 124 CRC EMISSIONS Disclosures EE 125 Data Q ality E tee E WEE 126 Customising and Adding Dashboards and Reports ssssssnssunnunnunnunnnunnnnnnnnannnnnnnnnnnna 127 Creating and Editing Dashboard Properties eceessesssssseeeeeeseseeseeeseseseeseesesneneaeeneneateneaees 128 EIERE 128 Creating and Customising Ee ae 128 Adding new Charts to Dashboards ee iad 128 SPB UN CEN EE 129 Cookie Handling all BrOWSErS cscssseseseessecssesneeesseesseeesseesseesseeesseesseesneessseesseeenseess 129 CloudApps Source Key Exchange cssscsscsscssecseecseesseessessnssensseeeseesneeeseeseeeseesseesensseneeas 129 Global Warming Potentials GWPS ssssssnssnnnunnunnunnnnnnunnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 129 User Profile Responsibilities s sssnsnnsnnnnunnnnnnnnnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 130 CloudApps SUMO USET EN 130 CloudApps Sustainability Performance Manager ss sssssssssssesssrssrnenrressnesnrnsnnnessnensrnnnnnnennennns 131 CloudApps Sustainability Administrator se sssseressresrreerresrensneorneonresnronnnonnesnnesnnonnnsnnnsnrosnnns 131 Sy em EES Talo enna AA 131 Data Import Tools and Recommendations sssssssunn
69. ainst a KPI 135 Performance Period PFCs Picklist Platform as a Service PaaS Posting Engine Posting Rules Provider Renewables Obligation Certificate ROC Residual Supplies SF6 Significant Group Undertaking SGU Scope 1 Scope 2 Scope 3 Source Allocation Source Inventory The segmentation of Performance Centres into periods of time Le a month quarter or a year that contain Performance Indicator data for that period Perfluorocarbon gases A list containing values that can be picked from in order to populate a field in the application A computing platform and or solution stack delivered as a service which facilitates the deployment of applications without the cost and complexity of buying and managing the underlying hardware and software infrastructure More typically referred to as Cloud Computing An engine which executes the Posting Rules contained within an Agreement to create post Inventory Entries into Source Inventories for any un posted Source Items Individual rules that control which Source Items create Inventory Entries in Source Inventories Posting Rules also take into account the Inventory Event specified on the Posting Rule and also on the Source Item An organisation that provides products or services related to the consumption or disposal directly or indirectly of natural resources Le an energy provider or a waste disposal services provider A certificate issued to an ac
70. al Alignment Process Establishing Sustainability Goals provides the ability to measure actual performance and to predict expected performance within the current period organisation wide Goals also provide a means for defining budgets and targets into the future which should they be achieved would ensure attainment of the goal Lastly goals provide the means to allocate out those budgets targets across the organisation to managers and employees so as to align the whole organisation i e it s performance centres and employees behind the achievement of the goal In order to use the Goals capability the Sustainability Administrator will need to first create the relevant Boundary define the Goal the period of time it is to be measured over set the appropriate budgets targets for each period and specify which performance centres these are to be allocated out to Once these tasks have been completed the Administrator is ready to run the Goal processing engine to calculate the baseline amount allocate budgets targets and finally to calculate period totals Each of these steps and operations is described in this section below Boundaries Boundaries provide the means of ring fencing a set of sources Boundaries are important when measuring the performance of goals over time i e across multiple periods in order to ensure a like for like comparison If the objective of a goal is to reduce the use of a resource to 25 below the use of the resource
71. al employee In addition the application also supports overlapping performance centres that allow for the definition of multiple business views of an organisation In order to aid comparison both between performance centres and across periods of time within a centre CloudApps Sustainability Suite implements performance periods Each performance centre is defined as having a period duration i e annual quarterly or monthly In addition when this period starts or it s basis can also be defined once for the whole organisation so that it follows for example a calendar year a fiscal year or even a disclosure year to align with regulatory disclosure periods Within a performance period each inventory that is being allocated to the performance centre results in a performance indicator Each performance indicator contains multiple metrics in order to aid management and comparison Amounts amp costs for the individual performance period along with a rollup from descendent performance centres are all included and projected for the current period Budgets targets can be defined or allocated from overall goals and key performance indicator intensities can be entered to display information by the same KPI that is used on the associated organisational goal Viewing Performance Centres After selecting the Performance tab you will be presented with a period centric home page view of performance centres From here you can quickly switch between the
72. alculation This field displays the percentage of qualifying emissions included in the disclosure Qualifying emissions must represent gt 90 of the Total Footprint Emissions Residual Measurement List tCO2 The total residual emissions currently included in the disclosure v Calculated Disclosure Summary Total Footprint Emissions tCO2 18 568 269 33 90 Rule Status Rule Achieved Regulated core EmissionstCO2 17 216 894 33 90 Rule Calculation 92 72 i CRC Emissions tCO2 gt 15 973 522 78 Residual Measurement List tCO2 0 00 Oe E t w TT n Am ET wtf i T aa ng E ee a ff TTT A Figure 9 6 CRC Disclosures Calculated Disclosure Summary Early Action Metrics The following display only fields display details of the supply and percentage coverage being achieved from the two CRC early action metrics Automatic Meter Reading AMR coverage and Carbon Trust Standard or equivalent Scheme coverage CTS or equivalent Scheme tCO2 The quantity of tCO2 included in the disclosure that is covered by a Carbon Trust Standard or equivalent Scheme CTS or equivalent Scheme Coverage The percentage of tCO2 emissions included in this disclosure that are covered by a CTS or equivalent Scheme Voluntary AMR Eligible Supply tCO2 The quantity of tCO2 emissions included in the disclosure which are eligible for the voluntarily installed AMR early action metric Sources covered by Mandatory HHM s are not eligible for this early action metric
73. an 6 months then all the emissions of the source will be flagged as estimated for this disclosure Sources that are flagged as estimated will be subject to a 10 uplift that is applied under the regulations Sources that re flagged as TBD To Be Determined must be resolved before they can be disclosed CRC Estimation Uplift tCO2 The uplifted amount tCO2 emissions that will be calculated for the source under the CRC regulations CRC Estimation Uplift MWh The uplifted energy in MWh that will be calculated from the source under the CRC regulations Duration of Actual Readings The number of days covered by actual readings for the source Duration of Estimated Readings The number of days covered by estimated readings for the source Duration of TBD Readings The number of days covered by estimated readings for the source Number of Source Item Records This is a count of the number of individual source item records from the source that have been included in the calculated totals for the source The date range that has been used for the disclosure governs this information 86 v Reading Details Reading Type Estimated Duration of Actual 1 00 Readings CRC Estimation Uplift 124 326 50 Duration of Estimated 0 00 2 Readings CRC Estimation Uplift 230 000 00 Duration of TBD 0 00 MWh Readings 8 Number of Source Item 1 ecords TT TE a Pe Figure 9 19 CRC Disclosure Sources Reading Details Generating CRC Disclosure Reports To
74. and its position in a hierarchy Below this in the related lists section you will see a list of descendent performance centres performance periods source allocations goal allocations plus any Notes amp Attachments that you have created for the performance centre Performance Centre Detail Edit Delete Clone Multi Allocate Process Source Allocations CentreName Sales EMEA Parent Centre Sustain Sales Centre Type Business Unit Metrics Filter by Centre Type Period Duration Annually Description v Performance Centre Hierarchy Sustain Internationa Sustain Sustain Sustain Sustain Consulting Sales Products Marketing Sales Sales Asia North Pacific America Sales Sales Sales Sales Australia Rasen Sales UK Germany France Peter Chris Jane Charles Tim Harold Christoph Jones Evans Moore Henry Smith Frentzen Berge aaen T eg DE TE mn D TEE E gg Lem Figure 11 1 Performance High Level Information 101 Defining a Performance Centre The minimum information that should to be defined for each performance centre is its name the period duration and the centre type However it is recommended that for each performance centre you define as much additional information as makes sense as will be useful for reporting and performance centre comparisons There are several ways that you can define a new performance centre in the application 1 Clicking on the Performance tab will display the performance centre h
75. aphic and multi period comparison charts Note that this value does not need to be manually entered if it has been allocated via a goal for the same inventory and period Threshold Percentage This is the percentage of the budget or target depending on the threshold type that has been used in the period to date e Threshold Details Threshold Type Budget Threshold Percentage 104 Threshold Amount 5 192 000 00 Figure 11 5 Performance Indicator Threshold Details Period Totals Amount This Level The amount that has been calculated for this performance centre in this period from the appropriate inventory Amount Descendants The amount that has been calculated for all the descendants below this performance centre in this period Total Amount Roll Up The combined amount for this level plus the calculated amount for all descendants below this performance centre in this period Cost This Level The cost that has been calculated for this performance centre in this period from the appropriate inventory Cost Descendants The cost that has been calculated for all the descendants below this performance centre in this period Total Cost Roll Up The total combined cost for this level plus the calculated costs for all descendants below this performance centre in this period 106 v Period Totals i Amount This Level 313 651 000 Cost This Level 25 582 00 Amount Descendants 5 065 095 000 Cost Descendants 483 3
76. ar Total tCO2 emissions displayed for last years submitted CRC disclosures The information is presented as a donut chart segmented by SGU Use this chart to analyse the percentage and quantity on hover of emissions being contributed to the disclosure by the Primary Member and each Significant Group Undertaking CRC Disclosures in Progress Total tCO2 emissions displayed for each CRC disclosure that is in progress The information is presented as a side by side vertical 125 bar chart by Disclosure Use this chart to compare CRC disclosures in progress over time CTS Coverage History The percentage of emissions that are covered by the Carbon Trust Standard CTS displayed for all submitted CRC disclosures The information is presented as a line chart by submitted Disclosure Use this chart to compare the percentage of CTS coverage over time AMR Coverage History The percentage of emissions that are covered by voluntarily installed Automatic Meter Readers AMR s displayed for all submitted CRC disclosures The information is presented as a line chart by submitted Disclosure Use this chart to compare the percentage of AMR coverage over time Dashboard Por S Help for this Page 63 CRC Emissions Disclosures Go to Dashboard List Last refreshed at 21 12 2011 16 14 View Dashboard Type here to search for a dashboard v Edit Clone Refresh Y Viewing dashboard as Free Trial Admin CRC Disclosures Submitted CRC 90 Rule Histor
77. ard component in one of up to three columns By default eleven Dashboards are provided ready to be used out of the box or to be copied and customized for each organisation s own individual requirements Viewing Dashboards Dashboards can be viewed by selecting the Dashboards tab in the application To select the individual dashboards select them by name from the View Dashboard picklist at the top of the Dashboard page By default you will be presented with the last dashboard you were viewing whenever you return to the Dashboards tab The data in the dashboards is not automatically refreshed To refresh the data on which the dashboards are based click the Refresh button The following is a high level overview of the standard dashboards and charts that they contain Executive Overview This dashboard displays a high level overview of the most salient information contained within the CloudApps Sustainability Suite This information focuses on the costs and the savings of Sustainable operations This dashboard includes the following charts as standard Goal Progress Current Period This list displays the progress of the organisations current Sustainability Goals Those goals that are projected to perform best against their respective budget target for the current period are ranked at the top of the list Use this chart to identify the best and worst performing goals in the current period Inventory Costs Current Year Total cost by inventory
78. arranged to broadly align with this journey in order to simplify the overall process for the sustainability administrator The journey to sustainability enables organisations to D amp A lit Measure and analyse the environmental social and economic impact of your business operations Provide complete operational insight from the basement to the boardroom via detailed inventories Enabling you to quickly identify hot spots and focus areas for cost reduction or CSR initiatives Disclose progress against carbon emission goals to voluntary or statutory reporting bodies Allowing you to automate the production of disclosure reports and eliminate exposure to compliance risk Align your entire organisation behind corporate sustainability goals Drive ownership across your business through the allocation of budgets and targets that will maximise cost savings by geography division facility department product line or employee Engage with every employee provide personal performance indicators engender healthy competition with targets and rankings drive behavioural change via challenges facilitate collaboration and harvest employee ideas Deliver against selected sustainability initiatives that reduce your consumption of natural resources and drive out cost and waste Bring together teams to collaborate on your chosen CSR initiatives and accelerate a successful outcome Increase Revenue through the provision of su
79. as been enabled each time a user Pledges to take a Challenge Complexity Enter a numeric value from 1 to 4 This will be translated in to a text label to describe the complexity of the Challenge By default the resulting complexity text labels will be as follows Easy Average Difficult and V Hard These values can however be overridden by configuring the custom labels associated with them The resulting complexity text is displayed in the action section of the SuMo application Frequency Challenges can be One Off or Recurring A one off challenge does not need to be repeated and can only have a completion reward defined for it Recurring challenges need to be repeated a set number of times see repetitions below Recurring challenges can have an acceptance reward a repetition reward and a completion reward defined for them Repetitions Enter the number of repetitions that need to be performed to complete a recurring Challenge 50 Featured Select this check box if the Challenge is to be featured more prominently in the SuMo application Featured challenges appear on the home screen of the SUMo Desktop and iPad applications and in a specific Featured Challenges list in the Action section of SuMo for all platforms and devices Inventory Entering an inventory that is related to the Challenge helps with reporting and is intended in the future to create a link between Performance Indicators themselves derived from Inventories
80. as disclosed from any past information disclosure even if the underlying data has since changed Before creating an Information Disclosure the criteria that will be used to define the repeatable boundaries of the disclosure will need to be defined This is achieved by means of a Disclosure Definition that is defined once and can then be used for multiple disclosures of the same type This enables the same definition to then be consistently re used over different time periods and for different disclosing organisations if appropriate Three additional factors also govern the boundaries of the information that are ultimately included or excluded from the actual disclosure The first is the Do Not Disclose flag that is included on each source Any source that is flagged as Do Not Disclose will be omitted from all information disclosure Second is the Disclosing Organisation that is entered when the Disclosure is first created Each source is tagged with it s Ultimate Disclosing Organisation and this information is used to filter a disclosure by matching it against the Disclosing Organisation that is also specified at the time the Disclosure is first created The third and final factor governing the boundary of each disclosure is the date range Date From and Date To that is entered and then used to filter which source item records will be included Two sample Disclosure Definitions have been provided in the application for
81. assessment of achievements is only required at defined intervals and times e g each evening or every weekend Examples scenarios include rewarding users for remaining under budget on Performance Indicators and that they should receive this reward once a week regardless of whether their data has been created or edited in that period Where this is the case one or more Assessment Engines can be set up to execute on a defined schedule In addition there may be circumstances where the Assessment needs to be run outside of the normal schedule or for testing purposes When this is the case the Administrator can queue an instant assessment at that point in time To perform this task the Administrator selects the Object to be assessed from the pull down list and then clicks the Queue Single Assessment button to queue the assessment engine Note that conditions can also be applied to filter the records that will be assessed using the Add a new condition button which will appear after an object has been selected Using this option allows the administrator to select a field and a condition that is to be evaluated The status of the resulting job can be seen in the Engine Status section displayed at the bottom of the page v Assessment Engine Performance Indicator Current Period s Ile 4 fYes Reset Add a new condition Queue Single Assessment Ne at ee T Ps ww iii wtf ee F T WEE WT EE Figure 6 4 SuMo Configuration Options A
82. at are created without a source key having been specified Description Use this field to provide a full description of the source Organisation Enter the name of the organisation that owns the source This is typically the organisation that is responsible for paying the bill Clicking the search icon next to the field name will open a lookup window enabling a search of the available organisation names Linking sources to organisations will enable disclosures reporting and analysis by organisation Note Organisations must be defined prior to this step in order to be able to a enter them here See Disclosing Organisations and Significant Group Undertakings in the General Administration section of this guide for further details 66 Do Not Disclose Flagging a source as Do Not Disclose by checking this box will ensure that the source is omitted from all Disclosures at the time they are calculated Source Detail Edit Delete Clone Multi Allocate SourceName Aspen Court HQ Electricity Organisation Sustain International Agreement Electricity Consumption Do Not Disclose Default Source Key CRC Elect UK kWh Phase1 4 Description Aspen Court is the main head quarters building of Sustain International This meter is the primary electricity V meter in the building Access to the meter is via the utility cupboard on the ground floor behind the reception i area Note that to gain access to this meter a key to be utility cupboard is requir
83. at can be aligned to the units of responsibility within an organisation Gas and Electricity meters are typically located in buildings that are used by multiple departments and product lines As such it is difficult to assign ownership and apportion emissions and costs out to the business owners Business travel is typically recorded in an expense management application without GHG emissions being calculated and without individual employees being measured against those emissions Without this level of alignment and ownership it is difficult to change behaviours and thus reduce costs consumption of natural resources GHG emissions or to increase CSR measures such a volunteer hours charitable donations fund raising activities etc Apportioning inventory amounts and costs into performance centres deals with this problem in an effective way for example by allowing the GHG emissions from inventories in turn derived from sources to be allocated out to all the departments that share a common building and therefore potentially a common set of electricity gas and water meters This mechanism is extremely flexible in that it allows inventory costs and amounts to be apportioned to one or more performance centres in any percentage For example costs and GHG emissions from gas electricity business travel freight transport water consumption and waste disposal can all be allocated in varying percentages to a country department product line or even an individu
84. at the bottom of the edit screen The following fields are displayed and available for entry when creating the achievements for a repetitive Challenge The Acceptance Reward and Repetition Reward sections will not be displayed for a One Off Challenge Challenge Information Description Enter a description of the Challenge This is the main description that SuMo users will see when they view the available challenges in the action area of the SuMo application The description can be approximately 3 lines of text and should be considered to be mandatory Type Select the type of Badge from the picklist provided that will be awarded to the user on successful completion of the Challenge 52 Minimum Level Specify the minimum level that the user must have obtained before they will be rewarded for this achievement Badge Enter the badge name that the user will be awarded on successful completion of the Challenge Time limit in days Specify the number of days that the user has to complete the challenge after acceptance This is only applicable to recurring challenges where the specified number or repetitions must be completed within the allotted time period in order to successfully complete the challenge and earn the completion reward Acceptance Reward Recurring Challenges only Points Specify the number of points that are to be awarded when the user accepts a recurring Challenge i e when they make their initial pledge Level U
85. ate From Sum of Tota Ste tCO2e Thousands Disclosure Disclosure Name CDP2010 Prelim Dis inj E CDP 2010 Tri al Discloe E Sales Unspecified Division W Other CDP 2011 Disclos Wei al Disclosure N Q CH Thousands Sum of Total GHG tCO2e e Sum of Total GHG tCO2e o Thousands E Unspecified Facility E Other TEETE ET E a E geg T EE O E EEN d nai tege wg emgeet eg gg wg wg gf T EE ET i is Figure 13 9 Dashboard CDP Emissions Disclosure CRC Emissions Disclosures This dashboard displays information for regulatory CRC Disclosures both those that have been submitted and those that are still in process The carbon emissions data is displayed in tCO2 as required by the CRC regulation This dashboard includes the following charts as standard CRC Disclosures Submitted Total tCO2 emissions displayed for each CRC disclosure that has been submitted The information is presented as a vertical bar chart by Disclosure Use this chart to compare submitted CRC disclosures over time CRC 90 Rule History The percentage of CRC tCO2 total footprint emissions that have been declared displayed for all submitted CRC disclosures The information is presented as a line chart by Disclosure Use this chart to compare percentage declared note that under the CRC regulations this percentage must always be 90 or higher and must not decrease relative to the previous submission By Significant Group Undertaking Last Ye
86. ate to the Scheduler Settings page This is where the Administrator can define a schedule for any of the Sustainability Suite Engines including the scheduling of one or more Assessment Engines To schedule an Assessment Engine click the New button at the top or bottom of the page This will open the Schedule Settings page Using the Object picklist select the Object that is 61 to be assessed for our example we will schedule assessment of the Performance Indicator object Next specify the day s and time that the Assessment engine will be queued to run This is typically all that needs to be defined however if you wish to only assess a subset of records on the chosen object these can be specified by adding a filter condition To add a new condition click the Add a new condition button You will then be able to select a field condition and a value to be used to filter the records that will be assessed against the achievement In our example we will filter the Performance Indicators so that only those belonging to a Performance Centre that has a Centre Type Employee as screen in the screen shot below will be assessed Scheduler Settings Cancel Save e Information Object Performance Indicator Days Monday M Tuesday M Wednesday M Thursday M Friday Saturday Sunday Hour Le Minutes 00 Performance Period Performance Centre a Centre Type Category Name gt Employee Reset Add a new condition Ca
87. b typing information with each Centre Type The picklist will first need to be populated as only sub types for the Usage category are provided by default Description Provide a more complete description for this type of Performance Centre Centre Type Indicators Centre Type Indicators can be used to define which Performance Indicators will be displayed within each Performance Period of each Performance Centre by type For example if all Geographic Performance Centres are to display a Performance Indicator for Electricity use then a Centre Type Indicator for the Geographic Region Centre Type will need to exist Note Controlling which Performance Indicators are displayed within Performance Periods via Centre Type Indicators can be overridden If the field Filter by Centre Type on the Performance Centre is un checked then the Centre Type Indicators defined here will not be applied To add a new Centre Type Indicator begin by clicking the Centre Indicators icon from within the Performance Management section of Administration Launch Pad Find the Centre Type 39 St that you wish to add Centre Indicators for and drill on its name which is a hyperlink to go to the Category detail page Click on the New Centre Type Indicator button located in the header of the Centre Type Indicators related list the last related list shown on the Categories screen for Centre Type categories The Category name will be filled in by default leaving o
88. cator is not required on the period summary page uncheck this box Current Period Indicates whether the Performance Indicator is within the current period by either displaying Yes or No This information is useful for reporting and or the allocation of rewards for SuMo users being measured on their current performance 105 Performance Indicator Detail Edit J Indicator Name Electricity Inventory Electricity Performance Period CY2011 Inventory Unit kWh i Goal Period CY2011 InfoGraphic wa 4 Current Period No d Laitan ffe P T geet al ag S a Figure 11 4 Performance Indicator Information Threshold Details Threshold Type This field will indicate the type of threshold that is being measured against This is derived from the associated inventories reduction growth objective If the objective is to the amounts in the associated inventory i e to increase volunteer hours then the Indicator will display the value Target If the objective is to reduce the amounts being measured in the associated inventory i e to reduce Carbon emissions then the Indicator threshold will display Budget Threshold Amount The threshold amount is the budget or target amount depending on the threshold type against which the indicator performance will be measured Once entered or allocated from an associated Goal and Goal Period the relevant percentages for actual and projected attainment will be calculated and displayed on the InfoGr
89. ce to the goal Boundary Organisations change over time as they divest and acquire parts of their organisation When making performance comparisons against a base period it is important to ensure that subsequent periods are measured on the same basis Boundaries provide the mechanism for ensuring this Sources are related to Organisations and Boundaries are a collection of organisations and in some cases percentage ownership of an organisation are also taken into account i e for Joint Ventures Enter the boundary name or use the lookup capability to select the appropriate boundary for this goal Note Boundaries must be defined prior to this step in order to be able to A enter them here See Boundaries in the General Administration section of this guide for further details Description Use this field to provide a more complete and full description of the goal The information entered here is available to employees looking to better understand the goal it s objectives and the benefits to the organisation 95 Published Use this field to decide if the goal should be visible to the users of external applications such as SUMo Employee Engagement application Indicator Details Inventory Specify the Inventory on which this goal is to be based a lookup facility is provided All calculations of actual performance for each period will be derived from this inventory for the specified boundary The Unit of Measure for the goal wil
90. central Source Key Exchange that is hosted and maintained by CloudApps To select and then load keys from the Exchange click on the Source Key Exchange button on the main Source Keys page If this is the first time the Source Key Exchange is to be used you will be required to go through an authentication process to authorise API access between your organisations instance of CloudApps Sustainability Suite and the Source Key Exchange Once authenticated you will be presented with a list of Source Key Clusters Keys have been grouped into clusters for ease of installation The list of available clusters along with their revision number and installation status can be refreshed at any time by clicking the Refresh button 16 Source Key Exchange Refresh Load Update Key Clusters Cancel v Information Source Keys have been collated into clusters for ease of installation Use the Refresh button to refresh the information from the central CloudApps Source Key Exchange New and updated Source Key Clusters will only be displayed following a refresh Use this screen to see the latest revisions of available Source Key Clusters and also to see if new clusters of keys have been published from the Source Key Exchange NOTE The maximum number of Source Key Clusters that can be loaded during one operation is nine If you wish to load more than nine Source Key Clusters then please repeat the load operation as many times as is necessary selecting 9 clusters or
91. ch of the reports required for the relevant information disclosure These reports will be generated in the Adobe PDF file format and attached to the disclosure Reports can be viewed from the Reports related list on the main disclosure page Each report is versioned and the details of the person that created the report plus a date and time stamp are also recorded Each report forms a snapshot in time of the information the disclosure contained at that point Each time the Generate Reports button is clicked a new version of the report will be generated based on the latest information contained in the disclosure at that time To view extract or print a report click on the Disclosure Report hyperlink in the View column of the Disclosure reports related list The reports are stored in Adobe pdf format so you will need a means of viewing PDF file format documents The Adobe Reader can be downloaded for free from the adobe website www adobe com CDP Disclosure Report The most effective way of viewing the disclosure information required for a CDP submission is to generate the CDP information disclosure report Answers are provided for the following questions Values provided by the CloudApps Sustainability Suite application are displayed in red on the report 7 Emissions Methodology Answer 7 3 can be found in the Global Warming Potentials GWP section of this user guide Click here to view the GWP s used by the standard Emission Factor Keys avail
92. ch the field names used by the application Running the Import Wizard To access the Import Wizard the System Administrator should select Setup from the user menu the pull down list under your user name displayed in the application banner at the top of the page and then select Administration Setup Data Management Import Custom Objects from the setup side bar For convenience a link to the Data Import Wizard has been placed on the Inventory Management section of the Administration Launch Pad at the most appropriate stage of the Inventory Management Process i e the stage for loading Source Item data Important Only the System Administrator will have sufficient privileges to run the Import Wizard Should the Sustainability Administrator attempt to run the Import Wizard they will receive an Insufficient Privileges warning message Installing the Data Loader To install Data Loader the System Administrator should select Setup from the user menu and then select Administration Setup Data Management Data Loader from the setup side bar Click on the link provided to download the Data Loader for Microsoft Windows Running the Data Loader Once installed the Data Loader is run from the Microsoft Windows operating system The tool can be run from the location in Windows into which it was installed In order to run the tool the user will need to enter their security token appended to the end of their password To request their
93. chieved Only specify a value if you wish to reward the user with experience in addition to the Level Up itself this is not typically the case 46 Level Up This box must be checked and will be so by default as it specifies that the user will be rewarded with a Level Up This is therefore the essence of a Level Up achievement as opposed to any other type of achievement Reward Message Specify the reward message that will be recorded on the Level Up reward This reward message will be visible on the SuMo users performance screen in the Achievement Rewards section for the specified Badge Type see below Type Select the type of Badge that will be awarded to users when the Level Up achievement is rewarded Level Up rewards will typically be defined as Dedication badge types Badge Enter the name of the badge that users will be awarded when they achieve the Level Up This will be visible to users in the Achievement Rewards section of the Performance screen in SuMo Automatically Awarded Check this option if the Level Up reward is to be automatically awarded received This option will be checked by default as Level Up rewards will typically always be automatically awarded Criteria Minimum Level Specify the minimum level that the user must have obtained in order to be rewarded for this achievement The previous level will be populated by default If it is possible for a user to obtain two level ups from achieving a singl
94. creating Ideas or Chatter posts Commenting on Ideas or Chatter posts sending and or receiving friendship requests or for using the application several days in succession Achievements of this kind can be based on standard force com platform objects such as the Idea object or the Feed Item Chatter object or on the SUMo Event object The Event object is populated with a number of events that are detected in the local SuMo client application After local events are detected they are submitted to the server the next time the user is connected to the Internet where they are recorded in the Event object These event records contain a Name Action and Timestamp Achievements can then be configured to reward users based on the values recorded in these Event records The nine events currently detected in SuMo and recorded in the Sustainability Suite application are as follows Name Action FriendRequest Sent FriendRequest Accepted FriendProfile Viewed ChatterPost New ChatterPost Liked ChatterPost Commented Idea Voted Idea Commented Application Activated By way of an example we will now step through the process required to create a stand alone achievement for one of these events In this example we will create a reward that encourages users to vote on Ideas that have been submitted In this way we will encourage users to engage in the process of crowd sourcing Ideas where the best ideas bubble to the top via voting In a similar vein we could also
95. credited generator for eligible renewable electricity generated within the United Kingdom and supplied to customers within the United Kingdom by a licensed electricity supplier Residual supplies are any energy supplies other than the CRC core supplies and listed in the CRC fuels table Sulphur Hexafluoride gas Any individual undertaking or grouping of undertakings within an organisation that would have met the qualification criteria for participation in CRC in its their own right were it they not part of a larger organisation All direct greenhouse gas emissions Indirect greenhouse gas emissions from consumption of purchased electricity heat or steam Indirect greenhouse gas emissions not covered in scope 2 such as the extraction and production of purchased materials and fuels transport related activities in vehicles not owned or controlled by the reporting entity outsourced activities waste disposal etc A means of allocating a percentage of Source Inventory amounts and costs into Performance Indicators within Performance Centres A detailed listing of entries containing amounts and costs of the same type for an individual Source i e Electricity GHG Emissions Volunteer Hours H amp S Incidents etc 136 Source Key A Key that contains tagging data that helps to identify the source item type and subtype multiple levels Also optionally identifies emissions factors for the four greenhouse gases and two groups of gases co
96. ction will take you to a detail page for that individual disclosure definition There are several ways that you can define a new Disclosure Definition Begin by clicking on the Disclosure Definition icon from within the Disclosure Reporting section of the Administration Launch Pad which will then display the Disclosure Definitions home page 1 Clicking on the New button in the Recent Parties list will initiate the process for defining a new disclosure definition 2 From any Disclosure Definition view you can click the New Disclosure Definition button to initiate the process for defining a new disclosure definition Performing any of these actions will initiate the wizard for creating a Disclosure Definition Follow this process to create a Disclosure Definition outlined below Each of the steps for defining the disclosure definition is cover below First Step Give the disclosure definition a unique name and then select the Emissions Factor Bodies of the sources to be included in the disclosure that are being used to calculate GHG emissions Next select the countries using their 2 digit ISO country code of the sources that you wish to be included in the disclosure definition criteria 30 Create a Disclosure Definition gt Information Cancel Next Choose a name for this Disclosure Definition Disclosure Definition Name Dow Jones Sustainabil Select the Emission Factors Bodies for this Disclosure Definition CRC
97. d Resources of new record Continue Cancel Available Source Record Types Record Type Name Description Direct GHG Emissions Direct GHG Emissions i e Process or Fugitive Emissions Electricity Metered Resources Consumption of electricity metered resources Freight Transport Consumption arising from Freight Transportation Gas Metered Resources Consumption of gas metered resources Non Metered Resources Consumption of non metered fuels and other natural resources Other Metered Resources Consumption of other metered resources e g water Passenger Transport Consumption arising from Passenger Transportation Social amp Economic Sources of Social or Economic information Waste Disposal Disposal of Waste Materials Figure 8 2 Sources Selecting the Source Record Type The source record type you choose will govern the subsequent fields that are then available Fields shared across all record types Some source fields are common across each of the source record types These common fields are described first Fields that are specific to one or more record types are described in the relevant record type sub sections Information Source Name Enter a name that uniquely identifies this source Agreement this is the name of the posting agreement that will be used to process the source items associated to the source into source inventories Default Source Key The default source key if specified will be applied to all source item records th
98. deEEEEEEEEEdeedeEeebeg 71 FPreIOnt Trans pOr E 71 Waste KA ET EE 72 IMPOLtins Source Hem Dal a icai a E a 72 Source Item Record Type EE 74 Information Disclosures geesde 76 Disclosures E E 76 DISclOSUFES Summary mintonin aaia ege EAEEeNEEEEE ENEE 77 Defining and Calculating a DiISCIOSUL EC s sssssssssssusnunnunnnnunnunnunnnnnunnunnunnnnnnnnnnnnnnnnnnnnnnnnnnn nnne 77 Common Disclosure nfOrMatiOn cccceccsesseeseeeseecseecseeeneeeseesseeeseesseeseesseeeseeeseesnesneesseesaes 79 CRC Energy Efficiency Scheme Disclosures sscssscsscseeseesseesseeseeesensseeeseesneesneeeneesneesnes 79 CRC Disclosure Information Dy Group serica a 81 CRC Information by Disclosure Sources uu cceessessssssesesseseseeseseeseseseesesessenssesneneseeseneaeseeneaeenesaeens 84 Generating CRC Disclosure Reports sss sssssussuseunnunnnnunnnnnunnunnunnunnnnnunnnnnnnnnnnnnnnnnnnnnnnn nunnan nnmnnn 87 CRG Disclosure REPORTS arerin eters ioe aaa aaea a aa a A E A 87 CDP Carbon Disclosure Project Disclosures sssssunssnnnunnunnnnnnunnunnnnnnnnnunnnnnnnnnunnnnnnnnnnna 89 CDP Disclosure Information by Scope s ssssssssssrsesssessresnrnsssnennnnsnnnnnnnnnnnnennnennnnnnnnnnnnnnnnnnnnnennnennnnan nns 89 CDP Disclosure Information by DiMensSion ssssssssssssressrrssrrserrensnessnrennnssnnennnnrnnnnennnnnnnennneennes 89 Generating CDP Disclosure ReportS s ssussussussusnnnnnnnnnunnunnunnunnnnnunnunnunnnnnnnnnnnnnnnnnn nunnan nannaa 90 CDP Disclosure e EE 90 G ne
99. ded against each initiative This related information could be entered in the form of activities aka tasks and events that can be assigned to individuals and tracked These activities can be placed on individual s calendars with notifications via email or pop up Activities can also be prioritised re assigned and set to reoccur Communications such as email and phone calls can also be tracked and recorded against the initiative allowing its implementation to be centrally managed and co ordinated Additionally the ability to attach notes and attachments to the initiative has also been provided A Open Activities New Task New Event No records to display A Activity History Log A Call Mail Merge No records to display Notes amp Attachments New Note Attach File No records to display Open Activities Help Figure 12 7 Initiatives Related Information Related Lists 113 Dashboards amp Reports Dashboards Overview Dashboards provide a real time snapshot of the information contained in the CloudApps Sustainability Suite The information is presented graphically in a series of charts that are easy to customise Each graph is based on an underlying report that can also be customised in order to provide exactly the right level of information for an organisation to understand and manage all its Sustainability requirements Each dashboard can contain up to 20 different components You can position each dashbo
100. ding Scheme for the Disclosure Group This total is the combination of EU ETS emissions rolled up from the Disclosure Groups Sources plus the additional EU ETS exempt emissions manually added to the Disclosure Group Included CCA Exempt tCO2 This total is the combination of CCA flagged emissions rolled up from the Disclosure Groups Sources Included EU ETS Exempt tCO2 This total is the combination of EU ETS flagged emissions rolled up from the Disclosure Groups Sources v CCA JEU ETS Regulated r CCA Exemption Yes Included CCA Exempt tCO2 12 432 650 00 CCA Coverage 85 43 Additional CCA Exempt tCO2 2 784 000 00 Total CCA Exempt tCO2 15 216 650 00 Included EU ETS Exempt tCO2 106 55 f Total EU ETS Exempt tCO2 106 55 Additional EU ETS Exempt 0 00 j tco2 Figure 9 11 CRC Disclosure Groups CCA EU ETS Regulated Early Action Metrics The following display only fields display details of the supply and coverage being achieved from the two CRC early action metrics for the Disclosure Group CTS or equivalent Scheme tCO2 The quantity of tCO2 from the Disclosure Group that is covered by a Carbon Trust Standard or equivalent Scheme Voluntary AMIR Eligible Supply tCO2 The quantity of tCO2 emissions from the Disclosure Groups Sources which are eligible for the voluntarily installed AMR early action metric Voluntary AMR Consumption tCO2 The quantity of tCO2 emissions from the Disclosure Groups Sources that are being measured b
101. e most appropriate to his her organisation As and when these clusters of keys are updated the administrator will also be able to see the new revision number and download the latest updates Each set of emission factors is accessed via a unique Source Key The process of tagging a Source Item with one of these keys will ensure that the relevant emission factors are used to calculate GHG emissions provided that the relevant key has been loaded into the application No warranty or guarantee of accuracy is provided by CloudApps regarding the download and use of these Source Keys and their associated GHG emission factors It is recommended that the Sustainability Administrator validate the accuracy and appropriateness of the emission factors being utilised by viewing the keys in the Source Keys tab of the application Global Warming Potentials GWPs Global Warming Potentials GWPs are used to compare the impact of the emission of equivalent masses of different GHGs relative to carbon dioxide For example it is estimated that the emission of 1 kilogram of methane will have the same warming impact as 21 kilograms of carbon dioxide Therefore the GWP of methane is 21 The GWP of carbon dioxide is by definition 1 The emission factors provided by CloudApps in the Source Key Exchange incorporate global warming potentials relevant to reporting under UNFCCC as published by the IPCC in its 129 Second Assessment Report Climate Change 1995 The Sc
102. e baseline intensity factor applied if one is available Goal Periods Goal Periods are automatically created by the system based on a specified start and end date along with the goal period duration and the application setting for the period basis i e a Calendar Fiscal or Disclosure plus the start month specified if the period basis is either Fiscal or Disclosure Either a CY Calendar Year FY Fiscal Year or DY Disclosure Year prefix will be added to the year contained in the period name Quarters will be indicated as Q1 Q2 Q3 or Q4 Months will be indicated using a three letter English abbreviation i e JAN FEB MAR etc Note The year displayed in the Goal Period Name for both Fiscal and Disclosure Periods are based on year in the start month of the period Thus a period which runs from September 2010 to August 2011 will be named FY2010 Updating Goal Periods After the goal periods have been automatically generated they are available for update The primary purpose of manually updating the goal periods is to specify a budget target and to enter an intensity value for the intensity unit if a goal is being monitored and 97 measured against a KPI In addition to this one period should be flagged as being the base period for the goal The following three fields are therefore the only ones that can be edited by the user The remainder are either auto generated or automatically updated when the Goal Processing Engine calc
103. e button on the goal detail page You will then be presented with a data input screen containing three search fields that can be used in conjunction with one another to search for a subset of performance centres to allocate into Enter a search specification combination into these fields and click the Search button to retrieve the performance centres that meet the search specification combination that was entered Having retrieved the matching performance centres you are now able to enter the allocation information as described above for each of the retrieved centres 36 Define Multiple Goal Allocations v Performance Centre Search for Goal 20 reduction in Electricity by 2015 versus our 2009 consumption Performance Centre Parent Centre Sustain International Centre Type Business Division Search es Save Cancel v Results 4 Performance Centre Allocation j Sustain Consulting 75 Sustain Marketing 10 j Sustain Products 15 Total Allocation 100 0 f pwe wa geff P E wegen Aen Aa A r S e A A N E ae TE Figure 4 2 Goal Alignment Process Allocating Budgets targets from a Goal into Multiple Performance Centres Goal Processing Engine The goal processing engine has three functions Once a goal has been defined the processing engine provides the ability to calculate the baseline performance against which most goals will be compared measured Performing this function populates the goal with period totals f
104. e centre for this period and all past periods i e the lifetime of the data contained in the inventory v Lifetime multi period cumulative Totals Cumulative Amount 14 122 813 000 Cumulative Cost 1 286 987 00 Roll Up Roll Up wm E re Onl seman Figure 11 8 Performance Indicator Lifetime multi period cumulative Totals Key Performance Indicator KPI Where an organisational Goal that is measured using a KPI has been defined for an Inventory on which a Performance Indicator is based the intensity unit will be displayed in this section Specifying an intensity value for the performance centre will calculate the KPI in the inventory unit of measure divided by the intensity KPI unit Intensity Unit The KPI intensity unit that has been specified for the organisational goal for the inventory that the performance indicator is based on 107 Intensity Value When a Performance Indicator is linked to a Goal that is in turn measured using a KPI the intensity value of the KPI for this performance centre in this period should be entered This will enable the KPI value to be calculated Unit of Measure The KPI unit of measure i e the inventory unit divided by the intensity KPI unit KPI Value The calculated KPI value i e the Total Amount Roll Up divided by the Intensity value that has been entered v Key Performance Indicator KP Intensity Unit FTE Unit of Measure tonne FTE Intensity Value 254 00 KPI Value 6 22
105. e mode of travel employed between regions Business Travel by Division Current Year Total GHG tCO2e from business travel displayed by business division for the current year The information is presented as a donut chart by division Use this chart to compare carbon emissions from business travel between business divisions for the current year Business Travel by Division amp Mode of Transport Current Year Total GHG tCO2e from business travel displayed by business division for the current year The information is presented as a stacked horizontal column chart by mode of transport subtype Use this chart to compare carbon emissions from business travel between business divisions for the current year The information provided for each division is further sub divided by mode of travel in order to assess differences in the mode of travel employed between divisions Business Travel by Facility amp Mode of Transport Current Year Total GHG tCO2e from business travel displayed by facility for the current year The information is presented as a stacked vertical column chart by mode of transport subtype Use this chart to compare carbon emissions from business travel between facilities for the current year The information provided for each facility is further sub divided by mode of travel in order to assess differences in the mode of travel employed between employees located at different facilities 119 Dashboard EN Help for this Pa
106. e next with a comma 133 Core Supplies Data Source DEFRA Dashboards Disclosing Organisation Disclosing Year EBITDA Emissions Factor Entity Relationship Diagram ERD EPA European Union Emissions Trading Scheme EU ETS FTE Feed In Tariffs FITs Fiscal Year Force com Geocode Greenhouse gases GHG Goal Goal Allocation Goal Period Those supplies under the CRC scheme that an organisation is obliged to include in their annual report if they are not covered by CCA or the EU ETS A source of sustainability data This can include direct or indirect source of greenhouse gas emissions as well as Social and Economic CSR sources of information that is to be monitored and maintained Department for Environment Food and Rural Affairs UK A set of easy to customise charts that provide a graphical real time snapshot of the information contained in the application The top level of organisation that has overall responsibility for disclosing the greenhouse has emissions for a company or group of majority companies A period of 12 months with a start date that is defined as the first day of a disclosing period i e 1 April for CRC Disclosures Earnings Before Interest Tax Depreciation and Amortisation Values used to calculate greenhouse gas emissions for four greenhouse gases carbon dioxide CO2 methane CH4 nitrous oxide N20 sulphur hexafluoride SF6 and two groups of gases hydroflourocarbon
107. e of cost savings from business travel versus the previous year Carbon Emissions and Costs Current Year This chart shows the carbon emissions and the costs incurred creating those emissions in the current year The information is presented in a mixed chart on a monthly basis Carbon emissions Total GHG tCO2e are shown as a series of bars whilst the cost incurred creating those emissions are shown as a line Use this chart to see the quantity of emissions and the costs incurred creating those emissions on a monthly basis for the current year Note that in addition to the costs incurred creating the emissions there may also be additional carbon costs if your organisation needs to purchase allowances credits or chooses to purchase carbon offsets Electricity Usage and Costs Current Year This chart shows the electricity consumption and the cost of purchasing the electricity used for the current year The information is presented in a mixed chart on a monthly basis Electricity consumption in kWh is shown as a series of bars whilst the cost of purchasing the electricity used is shown as a line Use this chart to see the costs and amounts of electricity consumed on a monthly basis for the current year Business Travel Emissions and Costs Current Year This chart shows the carbon emissions resulting from business travel by employees and the costs incurred in the current year The information is presented in a mixed chart on a monthly bas
108. e reward then care should be taken to adjust the minimum level accordingly Note that this field can be left blank if this scenario is possible it will depend on the other achievement rewards being defined Maximum number of rewards Specify the maximum number of times the user can receive this reward Each level will typically only be achieved once and this value is therefore pre populated with the value 1 Minimum hours between actions This option should be left blank for achievements where the number of occurrences are set at 1 see below Number of occurrences Specify the number of times the achievement must be repeated before it will be rewarded The achievement criteria for a Level Up reward should typically be specified as 1 and this is the default value Time limit in days Specify the number of days that the user has in which to complete the achievement For Level Up achievements this field should typically be left blank as it is not applicable Rule Criteria Related List Field Use the picklist to select a field whose condition will be evaluated to determine if the condition is true i e the achievement criteria has been achieved For a Level Up achievement the first rule field will be prepopulated with the Experience to enable the Level Up rule to be based on the amount of experience obtained by a user This is typically the primary measure for defining Level Ups and the reason it has been pre populated
109. e that the provider will always make this free service available If certainty about on going provision is required a licence key can be purchased from either provider to enable access their premium services Should you wish to make use of this feature the respective organisations should be contacted directly and the licence key they provide entered into the relevant licence key field located below the Geocoding Provider radio buttons Period Settings Goals and Performance Centres both segment their data into Periods Goal Periods amp Performance Periods Periods need to be set consistently across the application hence the Period Basis parameter defines whether these periods are Fiscal Calendar or Disclosure periods The start month for annual Calendar periods is always January but for Fiscal or Disclosure Periods the start month can be set using the Start Month parameter Note that a disclosing year is the equivalent to a regulatory year for disclosing an organisation s carbon footprint For example in the UK the CRC Energy Efficiency Scheme requires disclosures of one year in duration starting on the first of April The Default Period View parameter is used to define which view is displayed by default after the user clicks on the Performance tab Carbon Settings When assessing Sustainability Initiatives that are GHG Reduction Initiatives it is helpful to see the cost of saving a tonne of carbon against the cost of purchasing an allo
110. e to select these here To view edit delete or clone an individual party click on the party name which is a hyperlink Performing this action will take you to a detail page for that individual party There are several ways that you can define a new Disclosing Organisation or SGU Begin by clicking on the Disclosing Organisation icon from within the Disclosure Reporting section of the Administration Launch Pad which will then display the Parties home page 1 Clicking on the New button in the Recent Parties list will initiate the process for defining a new party 2 From any Party view you can click the New Party button to initiate the process for defining a new party 3 When viewing an existing party from the party details page you can click the Clone button This will create a cloned copy of the currently viewed party enabling changes to be made and then saved as a new party When creating a new party you will be required to pick the party record type Choose either Disclosing Organisation to define your top level organisation that will be responsible for disclosing GHG emissions information or Significant Group Undertaking for a significant group or subsidiary of the disclosing organisation SGU s only need to be defined if you wish to aggregate disclosure information for that part of the organisation within the overall information disclosure Depending on which party record type you have chosen to create will govern the fields avai
111. e total amount of electricity recoded as a negative amount displayed in a vertical bar chart by source This information is shown for the current and previous calendar year Use this chart to see which Electricity Meters contain negative Source Item amounts readings Data Quality Gas Readings Equal To Zero A record count of Source Items for Gas Meters where the amount recorded reading is zero for the current and previous calendar year Use this chart to assess the quality of Gas Meter readings 126 Data Quality Gas Readings Less than Zero A sum of the total amount of natural gas recoded as a negative amount displayed in a vertical bar chart by source This information is shown for the current and previous calendar year Use this chart to see which Gas Meters contain negative Source Item amounts readings Data Completeness Electricity Readings Per Meter A record count showing the number of readings per Electricity Meter for the last calendar year This information is displayed in a horizontal bar chart Use this chart to assess the completeness of Electricity Meter readings Data Completeness Gas Readings Per Meter A record count showing the number of readings per Electricity Meter for the last calendar year This information is displayed in a horizontal bar chart Use this chart to assess the completeness of Electricity Meter readings UK CRC Invalid Supply Type and AMR Combination A record count of all Source It
112. e user to the disclosure details page Defining and Calculating a Disclosure There are several ways that you can define a new disclosure in the application 1 From the Disclosures home page you can click on the New button in the Recent Disclosures area to initiate the process for defining a new disclosure 2 From any of the Disclosure views the New Disclosure button can be clicked to initiate the process for defining a new disclosure 3 When viewing an existing disclosure from the disclosure detail page you can click on the Clone button This will create a cloned copy of the currently viewed disclosure thus enabling you to make changes to the cloned copy and then save the modified information as a new disclosure When creating a new disclosure you will be required to select the Disclosure Record Type The five available Disclosure Record Types are CRC Disclosure CDP 2012 Disclosure General Disclosure CDP 2010 Disclosure and CDP 2011 Disclosure these last two are a legacy disclosure type that were used for the previous 2 years of CDP disclosure reporting After selecting the appropriate record type click on the Continue button This will initiate the Disclosure Creation Wizard process Follow this process to define the Disclosure outlined below First Step Give the disclosure a unique name identify the disclosing organisation select a disclosure definition to use and provide a description o
113. ect Achievement Record Type Record Type of new tat record Continue Cancel t Available Achievement Record Types Record Type Name Description One Off An achievement that is rewarded once when it has been completed Recurring An achievement that is rewarded after each occurrence and when it has been completed Figure 6 9 New Achievement Select Achievement Record Type On the next screen Step1 Select Object you will need to select the object on which the assessment of the criteria will be based From the Object picklist select the Event object for this example others can also be used i e Idea and Feed Item and then click the Next button to continue Step 1 Select Object Next Cancel v Select the object to which this achievement rule applies to Object Event e Next Cancel Figure 6 10 New Achievement Select Object On the next screen Step 2 Configure Achievement Rule the achievement needs to be named in the Achievement Name field and a description written in the Description field In our example we want to evaluate the Event records when they are created they do not get updated therefore select the Only when a record is created radio button and then click the Next button to continue to the final step of the process 56 Step 2 Configure Achievement Rule Previous Next Cancel Enter the name description and criteria to trigger your achievement rule In the next step
114. ed which can be obtained from the facilities manager j Figure 8 3 Sources Primary Information Category Information Note Categories are a means of tagging source item records so that source information can be categorised in disclosures dashboards and reports Categories must have been defined prior to this step in order to be able to enter them here See Categories in the General Administration section of this guide for details on defining and updating category reference data The following five categories are available Geography Enter a geographic category name from the ones that have been defined by the Sustainability Administrator Clicking the search icon next to the field name will open a lookup window enabling a search of the available category names This category is used in CDP disclosures Division Enter a business division name from the ones that have been defined This category is used in CDP disclosures for disclosing both scope 1 and scope 2 emissions by Business Division Facility Enter a facility name from the ones that have been defined This category is used in CDP disclosures to disclose scope 1 and scope 2 emissions by Facility Usage Enter a usage description from the ones that have been defined Examples include Business travel Employee commuting Waste generated in operations Supplier emissions etc This category is used in CDP disclosures to define the use of scope 3 emissions sources Asset Ent
115. ed across the departments operating within that building Alternatively the travel expenses of employees can be allocated out to the individual employees that incurred those expenses including their associated costs and emissions v Source Allocation Engine Process Source Allocations Back Process All Allocations Indicator Reconciliation d f Back Process All Allocations Indicator Reconciliation sa rm os ah a a E TTT TT mn eg ageet wll TT ae Figure 5 4 Performance Management Processing Source Allocations To process all source allocations click the Process All Allocations button The console will display the status of this task which is run in the background To process allocations for specific sources first select the sources required from the sources related list Next click on the Process Selected Allocations button which is displayed at the top of the sources related list On the subsequent confirmation page click the Process Selected Allocations button to go ahead and process the allocations for the sources selected The console will then display the status of this task which is run in the background Under normal circumstances you will see two batch jobs and each will initially have a status of Queued then move to Processing and finally the status should show as Completed Processing of the jobs will be split into batches with a running total that displays the number of batches that have completed processing Successfu
116. ed with a data input screen that allows an individual performance centre to be selected along with the allocation percentage you wish to allocate 35 Goal Allocation Edit t New Goal Allocation Goal Allocation Edit Save Save amp New Cancel j Information Goal 20 reduction in Elect Q d Performance Centre Sales EMEA sF Allocation 3 Active WM f d Save Save amp New Cancel RT we a mue ee Y gt eegen Figure 4 1 Goal Alignment Process Allocating Budgets targets from a Goal into a Single Performance Centre The following fields are displayed and available for entry when creating a goal allocation for a single performance centre Information Goal The Goal name will be entered by default Only override this here if you wish to allocate a performance centre to a different goal Performance Centre Click the search icon next to the field in order to select the performance centre that you would like to allocate into Allocation Enter the percentage of the budget target that you wish to allocate into the performance centre Active Check this box to activate the source allocation Only active allocations will be executed by the goal allocation engine Repeat this step for as many performance centres as you wish to allocate into from this goal Goal Allocation into Multiple Performance Centres To allocate budgets targets from one goal into multiple performance centres click the Multi Allocat
117. eed to create user logins for each employee that is required to access and use SuMo These users will need to be placed into a Role and to be assigned the CloudApps SuMo User profile Colleagues within SuMo are assumed to be employees within the same Role which in turn defines which employees will be displayed on the leader board shown in the SuMo application SuMo users are able to view performance indicators for each Performance Centre that they own Accordingly Performance Centres for each employee user need to be created ownership assigned and populated with data via Source Allocations and the running of the Allocation Engine Note that users can be assigned ownership of more than one Performance Centre enabling Performance indicators from more than one Performance Centre to be visible to each SuMo user e Goals need to be flagged as Published to be visible to SUMo users Configuration There are several configuration options available for SuMo These settings typically need to be established at the start of a SUMo deployment Some options can be changed whilst the same is in progress but this is not recommended Options are provided for ending the same and resetting users scores and rewards back to their starting state This enables the same to be re run for a new period say a new financial year The configuration options are divided into the six sections described below Look amp
118. efine a number of general application settings The administrator will also need to establish some key reference data that will then be used across the application This reference data can be amended and supplemented at any time It is however advisable to setup all the primary reference data before creating and loading source information in order to streamline this subsequent task Application Settings Applications settings change infrequently These settings will need to be defined before the application can be fully utilised The settings are divided into the four sections described below Geocode Settings Fixed sources can be tagged with a latitude and longitude which then enables their location to be displayed on a map The latitude and longitude of the source location can be derived from the postcode entered against each source record This is an optional feature that is disabled by default At the customers discretion this feature can be enabled but it should be noted that this would create a dependency on the 3 party provider Google or Yahoo If this option is enabled the application will pass each postcode recorded against a source out to the selected 3 party geocode provider The application will then receive back the appropriate geocode lat long co ordinates which are then stored on the source record Both Google and Yahoo provide a limited free service typically restricted to a small number of calls CloudApps cannot guarante
119. ement Posting Engine te A ii Oils toca ie aie Cn Oi enee Ja em Under normal circumstances you will see the engine job initially with a status of Queued then move to Processing and finally the status should show as Completed Processing of the job will be split into batches with a running total that displays the number of batches that have completed processing Successful completion of the job is indicated by a status of Completed with no Failures If the job completes with failures you should log a Case with CloudApps via the support website at support cloudapps com in order to determine the cause and implications of the failure Posting Engine Options Several options are available for running the posting engine In addition to running the engine for all new amended Source Item Data the engine can be run for just those Sources that use a specific agreement To run the engine for a specific agreement only expand the Posting Engine Options section of the page highlight the required Agreement and then click the Run Posting Engine button As before the console will then display the status of this task which is run in the background It is also possible to re generate either just the inventories referenced by a specific agreement or all inventories An example of where this may be required is when an agreement has been updated to include posting rules for posting to a new inventory In order to force all the Source Items to be re processed
120. ems for Electricity Meters that have an invalid Supply type and AMR combination Use this chart to assess the appropriateness of the data recoded for Electricity Meters UK CRC Consumption Not Using CRC Source Key A record count of all Scope 1 amp 2 Source Items contained in UK Sources that are using non CRC Source Keys Use this chart to assess the appropriateness of emission factors being recorded for disclosure under the UK CRC legislation _ Dashboard E 2 Data Quality Dashboard Holp for this Page Go to Dashboard List Last refreshed at 21 12 2011 16 13 View Dashboard Type here to search for a dashboard z Edit Clone Refresh e Viewing dashboard as Free Trial Admin Data Quality Data Completeness UK Carbon Reduction Commitment 7 7 Carbon Reduction Commitment Electricity Readings Equal To Zero Electricity Readings Per Meter Invalid Supply Type and AMR Combination Neath Port Tal Kent Street Sy Julianapark El Irving Plaza E 8 Highfield Towe S Gilchrist Data Ed g Frankfurt M 3 Daley Plaza El 0 0 Cupertino Park 0 Bastille Elect 0 Aspen Court HQ Record Count 0 25 5 75 10 12 5 Record Count Record Count Current and last calendar year Last calendar year Consumption Not Using CRC Source Key Electricity Readings Less Than Zero Gas Readings Per Meter The report returne d no resul Its Neath Port Tal ER Kent Street Sy Julianapark Gas 64 Irving Plaza G 8 Highfield T
121. entories that are principally maintaining periodic consumption data or Cumulative for inventories that are to be maintained by entering total inventory amounts The Goal Calculation engine uses this information for calculating the associated performance within periods Unit Use the picklist provided to specify the unit of measure that is to be used for the inventory 21 Description Provide a full description of the Inventory This full description will be visible to Business and Employee Engagement users to more fully describe the performance indicators that they are being measured against Sustainability Type Use this field to categorise the inventory for one of the 3 main Sustainability types namely Social Environmental or Economic These are also sometime referred to as People Planet Profit or the triple bottom line Inventory Type Use this field to further categorise the inventory This information is principally used for detailed reporting purposes GHG Name For inventories of GHG emissions use this picklist to select the type of greenhouse gas emissions Life Cycle Emission For Inventories of GHG emissions this flag is used to indicate that the emissions are life cycle emissions as opposed to just point in time emissions Inventory Detail Edit Delete Clone Inventory Name Electricity Sustainability Type Environmental Measurement Method Period Inventory Type Resource Unit kWh GHG Name Description Records the ener
122. er an asset name from the ones that have been defined This category is used in some dashboards and reports v Category Information Geography UK Usage f Division Corporate Assot Facility Aspen Court HQ j 3 ea ar t as VT A pe ET a POVEY a gege eege wen T Figure 8 4 Sources Category Information Location Information Street Address Enter the street address for the source multiple lines available 67 Town City Enter the town or city name County State Enter the county or state Postal Zip Code Enter the postal or Zip code This information will be used to derive the latitude and longitude information that is required to display the source location on the map display Note looking up the latitude and longitude of a postal code is an optional capability that will need to be configured by the Sustainability Administrator See Geocode Settings in the General Administration section of this guide for details on setting up geocoding for source records Country Enter the two digit ISO country code to identify the country in which the source is located This information is required for both UK CRC and CDP disclosures Location Information Street Address Aspen Court The Causeway Country GB Town City Staines County State Middlesex Latitude 51 43 Postal Zip Code TWi183BA Longitude 0 52 d We gg TE ET E gege D mg gf wem wf WEE Figure 8 5 Sources Location Information Note Note that for Passenger Transpo
123. erall Sustainability Goals for your organisation are setup baselined monitored and maintained Goals can be defined for anything that is being measured in an inventory Goals can be measured in absolute terms e g the total kWh of Electricity used or measured against a KPI e g the tonnes of CO2e emitted from Business travel per Employee FTE Goals can be setup over long periods of time i e multiple years with budgets and targets being established and then measured against Lastly these budgets and targets can be allocated out into the organisation to specific Performance Centres helping to ensure the alignment of performance against overall organisational goals from the individual performance centres of the business 20 reduction in Electricity by 2015 versus our 2009 consumption v Summary GoalName 20 reduction in Electricity by 2015 versus our 2009 consumption Goal Indicator Electricity kWh Period Duration Annually Description Electricity consumption is to be reduced by 20 over 6 years By 2015 we aim to have reduced our consumption to 20 below our 2009 b v Goal Periods Comparison 10 DM D U UVU UVU B Budget Target locked Budget Target E Projection UU UUU UUU UVU Pia a te H mg a en N wett Goal Periods New Goal Period Action Goal Period Name Start Date Base Period Budget Target Projected Amount Budget Target vs Baseline Projected Variance vs Baseline Actual Amount Edit Del CY200
124. es Processed Failures Completion Date Completed 0 06 10 2010 20 43 Back Submit View Disclosure Figure 9 4 Third step Create Disclosure Submitting the Disclosure for Processing Once you see that the status is Completed you are ready to view the disclosure by clicking on the View Disclosure button Note Note that the View Disclosure button will be greyed out until after you a have submitted the disclosure for processing If the process completes with s failures you should log a Case with CloudApps via the cloudapps com support site at support cloudapps com in order to determine the cause of the failure Common Disclosure Information Once an information disclosure has been calculated it will contain the specific emissions details required for the type of disclosure that has been calculated All Disclosure types will begin with the same two sections Disclosure Detail amp Disclosure Criteria These sections summarise the information that was entered to describe the disclosure along with the criteria that is being used to define the boundaries of the disclosure Disclosure Detail Edit Delete Clone Calculate Disclosure Generate Reports Submit Disclosure Disclosure Name Global Insurance Disclosing Organisation GlobalBank Asset Management GBAM Submission Date Disclosure Definition Carbon Disclosure Project Submitted Description CDP 2010 Information Request includes all scopes 1 and 2 In addition this disc
125. ess Travel gg weg wm E DEET awe wo rd Figure 1 3 General Administration Selecting a Category Record Type The following fields are available when defining new categories only Category Name is mandatory Information Category Name Define a name that uniquely identifies this category This name will appear in CDP Disclosures reports and dashboards Type Select the type of Category from the picklist provided Default types are provided for the Usage category only Geography Division and Facility are used in CDP Disclosures to report scope 1 and scope 2 emissions Usage is also used in CDP disclosures to report scope 3 emissions and four pre defined categories are provided for this purpose in order to segregate scope 3 transport emissions as required for CDP disclosure reporting The Asset category type is not required for CDP reporting but is a useful means of categorising emission by asset typically large pieces of equipment or machinery Further types can be added to the picklist as required across each of the different categories Description Enter a full description of the category The following additional fields are available when defining a new facility Supplementary Information Facility Record Type Postal Address Street Address Town City County State Postal Zip Code and Country Enter the full postal address of the facility Landlord Enter the name of the landlord and any other pertinent information if ap
126. ew record Continue Cancel Available Initiative Record Types Record Type Name Description CSR Initiative Initiative focused on improving Corporate Social Responsibility CSR GHG Reduction Initiative Carbon or other GHG emissions reduction initiative TON weg wl ee ee ee T J Figure 12 2 Initiatives Selecting the Initiative Record Type You will be taken to a New Initiative Edit page ready to enter the details of a new initiative The initiative record type you choose will govern the subsequent fields that are then available 110 Fields shared across both record types Many initiative fields are common across both the initiative record types These common fields are described first Fields that are specific to only the GHG Reduction Initiative record type are described in the following record type sub section Information Initiative Name Enter a name that uniquely identifies the initiative This name will appear in your reports and dashboards Reduction Increase Goal Enter the expected goal of the initiative expressed as a percentage either positive or negative Description Enter a description of the initiative providing enough information for someone new to the initiative to be able to understand it and it s objectives Additional Information If there are further sources of information available on the intranet or the internet regarding this initiative then enter the URL here For example the Carbon Trust provide detai
127. eward Message Specify the reward message that will be recorded on the repetition reward Note that this reward message is not currently visible in the SuMo application and is therefore optional Completion Reward Points Specify the number of points that are to be awarded when the user completes a Challenge Level Up Checking this box will reward the user with a Level Up when the user completes the Challenge Experience Specify the amount of experience that is to be awarded when the user completes a Challenge Reward Message Specify the reward message that will be recorded on the completion reward This reward message will be visible to on the SUMo users 53 performance screen in the Achievement Rewards section If this reward message is not specified then the Challenge Description will be displayed on the SuMo users Achievement Rewards section instead Defining a separate reward message is recommended as it enables the language to be congratulatory rather than the typically more descriptive Challenge description Challenge Edit amp Airport Shuttle Bus Challenge Edit Save Achievements Cancel Challenge Information Required Information Description Most large hotels offer an airport shuttle bus to and from the airport Please make use of these in preference to a taxi journey wherever possible Type Environmental Minimum Level I Badge Proud Shuttle User Time limit in days 120 Acceptance Reward
128. f sources by clicking on the Go button displayed alongside the View picklist Selecting All in the view picklist will display all Sources Additional views that filter the Sources list may also be available and these can also be selected here To view and or edit an individual source click on the source name which is a hyperlink and will be underlined Performing this action will take you to a summary page for that individual source From here you will be able to view an overall summary of the source including it s geographic location and categorisation along with its associated source inventories and source allocations Note that the map shown on the source summary page is an optional feature that makes use of maps provided by Google The map will only be displayed if geocoding settings have been configured to provide 3 party access in order to derive a latitude and longitude from a postcode 64 To view full details of the source click on the source name hyperlink This will then display the source details page containing all details for the source along with it s associated source item records plus any notes and attachments Defining a Source The minimum information that needs to be defined for each source will depend on the type of source being defined However it is recommended that for each source you define as much additional information as is possible and as will be useful for information disclosures and for performing anal
129. f the disclosure Create Disclosure Cancel Next t v Select the name for the disclosure Disclosing Organisation 2 V Disclosure Definition Description Cancel Next d Figure 9 2 First step Create Disclosure Naming the Disclosure and Selecting the Disclosure Definition Second Step Select the data range for the disclosure Only source item records that fall within the date range selected and that meet the remainder of the disclosure criteria from the disclosure definition will be included in this disclosure Create Disclosure Back Submit View Disclosure Select the date range for the disclosure es 23 12 2011 DateTo ff 1 23 42 2011 Disclosure Definition qt Disclosure Definition CRC Energy Efficiency Scheme Description First footprint year disclosure for CRC phase 1 EF Bodies CRC Types Fuel Electricity Countries Europe GB Countries Middle East hadron j TS mee a ee gel OO geg Figure 9 3 Second step Create Disclosure Defining the Date Range Third Step Submit the disclosure for processing Pressing the submit button will process your disclosure according the disclosure criteria defined in the preceding two steps This is a background task that is typically performed in multiple batches of work The area below the disclosure definition summary titled Disclosure Engine will show the progress of this task 78 Disclosure Engine Status Total Batches Batch
130. f the period Budget Target The budget for reduction goals or target for increase goals displayed after the KPI intensity value has been applied if applicable Projected Amount For the current period the projected amount will be displayed The projected amount is calculated by dividing the actual amount by the number of days into the period to date then multiplying the result by the total number of days the period contains The figure is displayed with the KPI intensity value applied if applicable Note that for past periods the projected amount will be no different to the actual amount Budget Target vs Baseline This field displays the budget target for the period compared against the baseline amount expressed as a percentage Many goals are expressed in terms of a desired percentage increase or reduction against an amount in the base period This field displays the difference between the budget target that is being set for the period against the baseline amount and is useful for setting budgets targets in incrementally on the way to achieving the desired goal Projected Variance vs Baseline Similar to the Budget Target vs Baseline this field displays the variance between the projected amount for the current 98 period and the baseline amount expressed as a percentage Note that for past periods the projected amount will be no different to the actual amount and therefore the projected variance is the same as the actual varia
131. fault Source Key has been added to the parent Source and no value is provided for the source item then the default key entered on the source will be used for the source item The source key is used to tag the source item with type and sub typing information as well as calculating the appropriate GHG emissions if the source item is a GHG emissions source item Note Note that Source Keys are case sensitive and all custom keys will have 4 appended to their name Amount The amount recorded in the unit identified by the key Amount Type Indicate whether the amount being entered is an Actual or Estimated amount Date amp Time The date and time the amount was used consumed acquired etc End Date Typically only required for source items that cover periods of time other than a week a day or half an hour e g a monthly water or waste disposal bill Duration Entering the duration of time covered by the source item in days or fractions of a day will assist in determining the calculated duration of time that the source item covers If a Start and an End date have been specified then entering duration is not necessary Reading Type Indicate the type of reading for this source item typically only used for metered sources In most cases the reading type will be either Actual or Estimated TBD readings will need to be resolved before Disclosures can be accurately reported Estimated readings will be subject to 10 emissions
132. flexible enough to capture data for practically any type of data source CC Source Keys CloudApps Sustainability Suite utilises a unique source key to tag data reduce errors and simplify the process of calculating greenhouse gas emissions from environmental data sources This key automatically tags the data with type and multiple levels of subtype information and identifies emission conversion factors for each of the individual and groups of greenhouse gases GHG s covered under the Kyoto protocol Tagging each source item record with an appropriate and easy to understand source key is instrumental in categorising data for reporting and in helping to ensure an appropriate and accurate calculation of resulting greenhouse gas emissions Inventories The information captured and recorded in Data Sources is processed into Inventories Each Source is associated with an Agreement which in turn defines a set of Posting Rules that are used to populate individual inventories for anything that needs to be measured Inventories can be established to maintain balances for any type of Sustainability information including for example CO2 emissions health amp safety Incidents water use waste handling processes charity donations fugitive emissions energy consumption volunteer hours and much more These inventories maintain a record of all the individual transaction entries as well as monthly closing balances and a cumulative count
133. g Engine page click on the Allocate Budgets Targets button The task will be queued and the console will display the status of the task which is run in the background Calculate Period Totals This operation will calculate the actual period totals for all periods and all goals within the specified boundary This operation should be performed when performance against a goal is being reviewed provided data has been loaded and processed into the relevant inventories since the last time the period totals we calculated Click the Goal Engine icon from within the Goal Alignment Process section of the Administration Launch Pad From the subsequent Goal Processing Engine page click on the Calculate Period Totals button The task will be queued and the console will display the status of the task which is run in the background Once complete the Amount Absolute field on each Goal Period will have been updated with the appropriate data calculated from the appropriate inventories applying the Boundary that has been defined Many of the other fields on the goal period are then re calculated based on the updated absolute amount i e the Projected Amount Actual Amount with intensity KPI applied and a number of percentage and variance fields 38 NN Performance Management Before standard Business users can use the application to view and manage their Sustainability Performance Indicators the Sustainability Administrator will need to create the
134. ge 63 Business Travel Emissions Go to Dashboard List Last refreshed at 21 12 2011 16 13 View Dashboard Type he arch for a dashboard v Edit Clone Refresh Y Viewing dashboard as Free Trial Admin Business Travel Business Travel Business Travel Current Year Over Time Quarterly Year on Year Ali eh gos K w w E s d i ef Ef 3 8 Wild IIl pes ah d i S S ef S A d S N N Total GHG tCO2e Thousands Total GHG tCO2e Thousands Pa i Total GHG tCO2e Thousands gege med A ON Oe ee ee of ff Occurrence Ba p r e e H Occurrence a 2 PP MN HM LM HY Y ai v i Calendar Year ro oe F A Bu A Eu Bu A A Eu Calendar Year NS db d SG db d G db d EEN SE EE EE SSIS CS mCY2010 mcy2011 Occurrence Date Business Travel by Mode of Transport Business Travel by Geography Business Travel by Geography amp Mode of Transport Over Time Quarterly Current Year Current Year 8 20 18 6 O d oF TS oz gt SA x 3 S 8 coy WEE SE 3 E 17 Al ge y 7 E i D LEE 2 D LO HM HM KY NY KY SL A EAL M FES E LES TT 7 o d ed o ai o e 21 o H d 6 d Occurrence Date Total GHG tCO2e Thousands Total GHG tCO2e Thousands Subtype Geography Subtype E Australia E France E Germany BEUK Alr Car Rail Taxi EUSA E Air E Car E Rail E Taxi ua OO gege gg wl Zeg wf O a emgeet a i T a mnt ama a wm Figure 13 4 Dashboards Business Travel Emissions Corpora
135. gets targets for a shorter duration U If KPI s are to be used it is important to ensure that the goal period Goal Start Date Enter the date that the first period is to begin with This date should preferably be aligned to the start of a period Goal End Date Enter the end date for the last period of the goal 96 x v Goal Period Definition used to automatically generate Goal Periods ta Goal Period Duration Annually Goal Start Date 01 01 2009 Goal End Date 31 12 2015 d TT E geg mg fen wm DEEN Figure 10 3 Goals Goal Period Definition The start and End dates for the goal will be used to automatically generate the Goal Periods using the Goal period duration that has been defined in combination with the organisation wide period basis that has been specified in the application settings Baseline Details Baseline Amount Absolute DISPLAY ONLY The Goal Processing Engine will calculate this figure when the Sustainability Administrator runs the Baseline Calculation function A Goal Period must first have been flagged as being the Base Period see the Goal Periods section below for further details Baseline Intensity Value DISPLAY ONLY This figure will be picked up from the Goal Period that has been flagged as the Base Period for the goal and entered against the goal when the Baseline Calculation function is run Baseline Amount DISPLAY ONLY This is the calculated baseline amount with th
136. gine can be scheduled to run automatically on a frequency which suites your business operations The purpose of the posting engine is to maintain the appropriate inventories with period and cumulative balances for both amounts and costs The posting engine can be run any number of times as by default it will only post new source item data or source items where the amounts and or costs have been updated To run the posting engine using this default configuration click on the Posting Engine icon from within the Inventory Management section of the Administration Launch Pad This will display the home page for the Inventory Posting Engine To process all new amended Source Items leave the posting engine options as default then click the Run Posting Engine button The console will display the status of this task which is run in the background 25 Inventory Posting Engine Back Run Posting Engine Information The role of the Posting Engine is to post information from Source Items into Source Inventories by applying a set of Posting Rules that are active at the time the Engine is run Posting Rules are grouped together within Agreements that are associated with Sources Source Items inherit their Posting Rules from the Agreement that is associated with their parent Source The posting engine options that will be applied are defined below By default Post new amended Source items is checked This option will ensure that only new Source Items a
137. gy consumed from the use of Life Cycle Emission electricity in KWh f d TEEN Figure 2 1 Inventory Management Inventory Detail Inventory Events As with Inventories the default application ships with a number of the most common Inventory events pre defined Select the Inventory Event icon from within the nventory Management section of the Administration Launch Pad to display the Inventory Events home page with either the most recently viewed created or modified inventory events displayed if there are any From here you can view all inventory events by clicking on the Go button displayed alongside the View picklist with the All view displayed If you have created additional views you will also be able to select these here To view edit delete or clone an individual inventory event click on the inventory event name which is a hyperlink Performing this action will take you to a detail page for that individual inventory event There are several ways that you can define a new Inventory Event Begin by clicking on the Inventory Event icon from within the Inventory Management section of the Administration Launch Pad which will then display the Inventory Events home page 4 Clicking on the New button in the Recent Inventory Events list will initiate the process for defining a new inventory event 5 From any Inventory Event view you can click the New Inventory Event button to initiate the process for defining a new inventory even
138. h a running total that displays the number of batches that have completed processing Successful completion of this task is indicated by a status of Completed with no Failures H the task completes with failures you should log a Support Case with CloudApps via the support website at support cloudapps com in order to determine the cause and impact of the failure 20 Inventory Management Source Data will be processed into specific inventories CloudApps recommends that prior to loading Source Data the Sustainability Administrator should first define the Inventories and associated infrastructure Inventory Events Agreements amp Posting Rules that are required before the inventories can be populated The logical sequence for performing the required tasks is contained within the Inventory Management section of the Administration Launch Pad and as follows Inventories Select the Inventories icon from within the Inventory Management section of the Administration Launch Pad to display the Inventories home page with either the most recently viewed created or modified inventories displayed if there are any A number of the most common Inventories that organisations are likely to require have been pre defined in the application From here you can view all inventories by clicking on the Go button displayed alongside the View picklist with the All view displayed If you have created additional views you will also be able to select these here To
139. he Agreements icon from within the Inventory Management section of the Administration Launch Pad which will then display the Agreements home page 1 Clicking on the New button in the Recent Agreements list will initiate the process for defining a new agreement 2 From any Agreement view you can click the New Agreement button to initiate the process for defining a new agreement 3 When viewing an existing agreement from the agreement details page you can click the Clone button This will create a cloned copy of the currently viewed agreement enabling changes to be made and then saved as a new agreement The only field required and available for an Inventory Event is the Agreement Name Agreements are principally the container for posting rules which will be described next Information Agreement Name Define a name that uniquely identifies your agreement This name will be shown when selecting an Agreement to associate with a Source Description Provide a full description of the agreement and it s purpose Posting Rules Each Agreement contains one or more posting rules These rules control the behaviour of the Posting engine Each rule will result in an action being performed against a specified inventory The posting rule specified the action Posting Action to be performed and the 23 event Inventory Event that is to trigger that action If no event is specified then that action will be performed regardless of the event
140. he areas it covers Performance Periods The Source Allocation Engine automatically creates periods as it processes Source Allocations Using a combination of the application setting for the period basis plus the period duration of the performance centre with information from the source allocations and the Inventories they are associated with the Source Allocation engine will create the necessary periods These periods are then populated with appropriate performance indicators as well as calculating the amount and cost for that performance centre and a rollup from its descendent performance centres for the same period Viewing Performance Periods A performance period can be viewed directly from the Performance tab After selecting the Performance tab you will be presented with a period centric home page view of performance centres To view a list of performance centres for a specific period select the desired period from the View picklist and click on the Go button To view a specific period of an individual performance centre click on the performance period after the performance centre name which is a hyperlink Performing this action will take you to a summary page for the requested period of the appropriate performance centre 103 v Summary Performance Period ZS cy2011 Performance Centre Sales EMEA Performance Period CY2011 1 Jan 2011 31 Dec 2011 v Multi Period Comparison 6 000 000 Budget Target E Projection B
141. he same way as CDP disclosures Within each scope the emissions are then further divided into a number of dimensions These dimensions allow for reporting by all categories by emission type and also by individual emissions factor keys The purpose of providing a General disclosure is to provide flexibility in the reporting of GHG emissions Instead of having a pre defined output report in a specific regulatory or voluntary disclosure format general disclosures provide the means for organisations to define their own output format via templates In this way it is possible for each organisation to better meet their specific needs for GHG emissions disclosure In order to deliver this capability CloudApps have teamed up with AppExtremes producers of Conga Composer a tool for producing sophisticated user defined documents and reports in multiple formats Conga Composer must be licensed directly from AppExtremes and can be purchased directly from the AppExchange by clicking here A free 30 day trial version is available for download should you wish to try out this functionality before deciding to purchase For instructions on how to create a button to launch Conga Composer from within the General Disclosures page please see the Conga Composer Post Installation Steps in the CloudApps Sustainability suite Installation Guide Once installed and configured users will be able to define their own reports and documents by merging data from the general disclosure
142. ied in the merge options box of the Composer window Notes amp Attachments New Note Attach File View All Notes amp Attachments Help i Action Type Title Last Modified Created By Edit View Del Attachment Sample Annual Report slide aQ8A0000005IVOnIAL pdf 07 10 2010 09 55 Anthony Day Edit View Del Attachment Sample Annual Report slide aAQ8A0000005IvOnIAl opt 07 10 2010 09 55 Anthony Day d Edit View Del Attachment MW Document Template a0d8A0000005IvOniAl docx 16 09 2010 14 59 Gareth Davies Figure 9 24 General Disclosure Notes amp Attachments Related List Submitting a Disclosure Once a disclosure has been submitted to the relevant regulatory or voluntary body the Disclosure must be closed off and locked so that no further changes can be made This is necessary to ensure an audit trail is maintained which contains an accurate record of the information that was disclosed To lock the Disclosure from further changes and to flag the version of report s that were used for the disclosure submission click the Submit Disclosure button You will then be prompted to enter the submission date which is the date that your submission was made The final step is to then click the Submit button to lock the disclosure and flag it as having been submitted The most recent version of the disclosure report s will now also be flagged as submitted 93 Sustainability Goals Goals Overview Goals are where the ov
143. ience of Climate Change Summary for Policymakers and Technical Summary of the Working Group Report page 22 These IPCC Second Assessment Report 100 year time span SAR 100 year GWP factors are listed below for your convenience Carbon Dioxide Methane Nitrous Oxide Sulphur Hexafluoride 1 Over the period of one century The length of time a GWP is referenced to is important 100 year GWPs were adopted for use under the UNFCCC Guidelines on Reporting amp Review and the Kyoto Protocol User Profile Responsibilities CloudApps SuMo User The CloudApps SuMo User is an Employee only accesses the CloudApps Sustainability Suite via the optional Sustainability Momentum SuMo Employee Engagement application Each Via the SuMo application each employee is able to perform the following duties View their own performance score Level Experience Points Rank and Badge Counts View the organisations Sustainability Vision View the Rewards that they have earned to date j View the Performance Indicators that belong to Performance Centres for which they have been defined as the owner 8 Create Vote Comment and View Ideas j Create Like Comment and View Chatter messages 8 View a ranked Colleagues Leaderboard containing a performance summary Level amp Experience for each colleague Send and accept friendship requests to from other SuMo application users View a ranked Friends Leaderboard with the ability to drill in and see
144. ievement criteria have been obtained Reward Message Specify the reward message that will be recorded on the completion reward This reward message will be visible to on the SuMo users performance screen in the Achievement Rewards section Type Select the type of Badge that will be awarded to the user when the achievement criteria has been obtained 57 Badge Enter the badge name that the user will be awarded when the achievement criteria has been obtained Automatically Awarded Check this box is the reward is to be automatically received Leave it un checked if the user is required to claim the reward within a specified number of days defined on the Sustainability Momentum configuration screen Criteria Minimum Level Specify the minimum level that the user must have obtained in order to be rewarded for this achievement Maximum number of rewards Specify the maximum number of times the user can receive this reward This allows the reward to be repeated a maximum number of times After this limit has been reached the user will no longer be rewarded even if they meet all the other criteria Minimum hours between actions The action that is being monitored will only be registered after the number of hours defined in this field has passed This parameter can be used to combat users attempting to cheat the system by operating outside of the spirit of the intended reward An example might be where you want to reward a user for using
145. if not to then add in residual sources until the rule has been achieved The final step is to generate the reports required to complete the online submission The CRC specific sections displayed on the screen are summarised below along with a description of the steps necessary to complete the CRC disclosure Calculated Disclosure Summary The following display only fields provide details of the disclosures tCO2 emissions along with both the calculated percentage and the status of the 90 rule Total Footprint Emissions tCO2 This figure represents the organisations total emissions minus any excluded use emissions domestic accommodation transport activities supply not for own consumption and premises outside the UK minus any CCA exempt group member s emissions Regulated core Emissions tCO2 These emissions are the total footprint emissions minus any residual source emissions i e the total footprint s core emissions CRC Emissions tCO2 These emissions are the Regulated Emissions minus emissions covered under the CCA and or EU ETS regulations In order to be valid the 90 rule status field must be displaying Rule Achieved Le the 90 rule Calculation must be greater than or equal to 90 90 Rule Status This field will either indicate that the 90 Rule has been achieved or that additional residual sources need to be included within the disclosure in order for the rule calculation to be greater than or equal to 90 90 Rule C
146. ine loss factor Meter Serial Number The serial number of the meter 68 Meter Type Choose whether the meter is a main fiscal meter or a secondary sub or clip on meter Only fiscal meters will be included in disclosures Parent Meter If the meter type is a sub meter or a clip on meter you should enter the Parent fiscal meter Provider Enter the name of the Provider i e the Electricity Supplier Clicking the search icon next to the field name will open a lookup window enabling a search of the available Provider names Linking sources to providers will enable reporting and analysis by provider Note Note that providers must be defined prior to this step in order to be able to pick them here See Providers in the General Administration section of this guide for details on defining and updating provider reference data AIVIR Indicate whether this meter is classed as a non mandatory Automatic Meter Reading device Where the Supply type is defined as GB 00 HH Metered the AMR field should be recorded as N A as this type of supply is a mandatory half hourly meter This field is used to calculate the UK CRC Early Action Metric Default Reading Type The Default Reading Type will be applied to all source item records where a value has not been supplied Estimated readings will be subject to 10 emissions uplift for UK CRC Disclosures Estimation Technique For meters that have estimated readings select the technique that has bee
147. into Word Excel PowerPoint or PDF templates The resulting reports and documents can then be stored back into CloudApps Sustainability Suite and held as an attachment to the disclosure These reports can either be stored in their original format the format of the template i e Word Excel or PowerPoint or be automatically converted to PDF for broad cross platform compatibility 91 General Disclosure Information by Scope Below the Disclosure Criteria on the Disclosure page is a related list of information This list sub divides the disclosure information by scope and is labelled Disclosure Scopes At this level you will be able to review the emissions by scope and by greenhouse gas Drilling into an individual scope record by clicking on the Scope name will take you to a further level of detail for the selected scope including a breakdown of the emissions by various dimensions described below Disclosure Scopes Disclosure Scopes Help 3 Action Scope Total GHG tCO2e TotaltCO2 Total CH4 tCO2e Total N20O tCO2e Total HFCs tCO2e TotalPFCstCO2e Total SF6tCO2e Edit Del Scope 1 5 656 34 5 504 97 42 70 108 58 0 00 0 00 0 00 Edit Del Scope 2 8 380 42 8 327 45 3 40 49 58 0 00 0 00 0 00 j Edit De Scope 3 32 348 12 19 287 62 11 36 266 85 0 00 0 00 0 00 s TE TT ee E T mg mm gll egen ele eaten d Figure 9 22 General Disclosure Disclosure Scopes Related List General Disclosure Information by Dimension After drilling down into the D
148. ion s greenhouse gas emissions to both regulatory and or voluntary bodies Typically a group organisation or other collective body that have published a set of emissions factors for calculating greenhouse gas emissions Key Performance Indicator A protocol to the United Nations Framework Convention on Climate Change aimed at fighting global warming that came into force on the 16 February 2005 A means of assessing greenhouse gas emissions and guiding decisions on capital investment programs i e reductions programs A 21 digit reference used in Great Britain to uniquely identify electricity supply points such as meters in commercial and domestic properties An 11 digit gas equivalent to a Meter Point Administration Number MPAN which is used to identify all UK gas meters Nitrous Oxide gas The virtual space in the Cloud on the Force com information technology platform that contains the CloudApps Sustainability Suite application and all of your data A business structure for grouping together the performance indicators that the organisation as decided to monitor An indicator of performance for a specific Inventory within a known period Performance Period and a specific Performance Centre Performance Indicators contain rolled up amounts and costs from descendent Performance Centres arranged ina hierarchy and can have budgets targets assigned Performance is also projected for the current period and can also be measured ag
149. ion is presented as a donut chart by business division Use this chart to compare the carbon emissions between divisions in last year s submitted disclosure CDP Disclosures by Facility Last Year Total GHG tCO2e displayed by facility for the last years submitted CDP disclosure The information is presented as a donut chart 124 by facility Use this chart to compare the carbon emissions between facilities in last year s submitted disclosure Disclosures by Usage Last Year Total GHG tCO2e displayed by usage for the last years submitted CDP disclosure The information is presented as a donut chart by usage Use this chart to compare the carbon emissions between uses in last year s submitted disclosure Dashboard e S A Help for this Page 7 63 CDP Emissions Disclosures Go to Dashboard List Last refreshed at 30 12 2011 12 37 View Dashboard Type here to search for a dashboard Edit Clione Refresh v Viewing dashboard as Sustainability Admin CDP Disclosures Submitted CDP Disclosure by Geography CDP Disclosure by Scope 400 Last Year Last Year 0 1 S S Sum of Total GHG tCO2e Thousands S 99 Sum of Total GHG tCO2e Thousands Disclosure Scope Scope E Australia CY2010 CY2011 SUSA E Scope 1 E Scope 2 E Scope 3 Date From CDP Disclosures in Progress CDP Disclosure by Division CDP Disclosure by Facility 300 Last Year Last Year 0 10 CY2010 CY2011 D
150. is Business travel carbon emissions Total GHG tCO2e are shown as a series of bars whilst the cost of business travel related purchases are shown as a line Use this chart to see the quantity of business travel emissions and the costs of business travel related purchases on a monthly basis for the current year 115 Dashboard e Help for this Page 6 Executive Overview H Go to Dashboard List 2 Last refreshed at 21 12 2011 16 13 View Dashboard Type here to search for a dashboard z Edit Clone Refresh vY Viewing dashboard as Free Trial Admin Goal Progress Inventory Costs Initiative Annual Financial Benefits Current Period Current Year By Status Largest Projected 171 84 Goal Goal Name Variance vs Baseline 507 64 4 69 100 increase in Volunteer Hours by 2015 2 781 88 based on 2009 5 reduction in Recycled Waste by 2015 3 2 based on 2009 25 reduction in Business Travel Emissions 22 inaki per FTE by 2015 20 reduction in Electricity by 2015 versus 35 27 782 48 our 2009 consumption 25 reduction in Gas by 2015 based on 2009 38 33 00 consumption Sum of Cost Thousands Sum of Annual Benefit Cost 20 reduction in Water supplied by 2015 51 Inventory Name Thousands based on 2009 baseline Public Transport E Private Transport ane IRUS 25 reduction in CO2 from Fuel amp Electricity 53 W Health amp Safety Incidents W Electricity E idea E Approved E Live E Completed by 2015 based on 2009 emissions m Fuel E
151. isclosure Scope detail page for an individual scope you are presented with a Total GHG emissions summary including a breakdown of the individual gasses and gas groups Below the emissions summary is a related list displaying the disclosure dimensions that have been calculated for scope in question Disclosure Scope Dimensions provide the mechanism for further breaking down emissions that are by scope into various additional dimensions The dimensions supported are as follows Category dimensions Geography Facility Business Division amp Usage Emission dimensions Type SubType amp Emissions Factor Key Disclosure Scope Dimensions Disclosure Scope Dimensions Help d Action Disclosure Scope Dimension Disclosure Scope Dimension Name Dimension Name Type MWh TotaltCO2 Total GHG tCO2e DSD 4040 Division Retail Electricity 16 664 28 7 902 08 7 955 06 DSD 4046 Division Wholesale Electricity 4 684 65 425 37 425 37 DSD 4039 Facility London Electricity 14 595 93 7 886 36 7 939 34 DSD 4045 Facility Paris Electricity 4 684 65 425 37 425 37 DSD 4050 Facility Oslo Electricity 2 068 35 15 72 15 72 f Show 5 more Go to list 19 f o wg wm al mg TOT wm A E EE TT NN N gg T N TO Ow Figure 9 23 General Disclosure Disclosure Scope Dimensions Related List General Disclosure Reports Provided the optional Conga Composer application has been installed and configured you will then be able to create document templates using Microsoft Word Excel or
152. ity Consumption Organisation Sustain International Do Not Disclose 14 12 2011 16 08 Aspen Court is the main head quarters building of Sustain International This meter is the primary electricity meter in the building Access to the meter is via the utility cupboard on the ground floor behind the reception area Note that to gain access to this meter a key to be utility cupboard is required which can be obtained from the facilities manager Source Item Last Created Description amp Hythe Park Cue LO OIL Map data 2011 Google Terma of Use d E Corporate f Aspen Court HQ 600 FA oe Ou l Source Inventories Action Source Inventory ID Inventory Sustainability Type Inventory Quantity Inventory Unit Total Cost Sol 000016 Electricity Environmental 1 334 454 000 kWh 115 495 00 Sol 000040 Total GHG Fuel amp Electrici Environmental 721 940 tonne 115 495 00 Source Allocations New Source Allocation Allocation Date From Date To Active Period Duration 100 0 Ce Centre Name Sales UK Action Source Allocation Source Allocation ID Co Del SA 000007 Annually i en ee E m OO a i H Lan N a Pnt ue A A mg eng A a a le WETTER Figure 8 1 Sources Source Summary Viewing Sources After selecting the Sources tab you will be presented with the Sources home page with either the most recently viewed created or modified sources being displayed if there are any From here you can view a list o
153. l amount and cost if available for the inventory Date From If a posting rule is only to be acted upon after a certain date then specify the start date in this field Leaving the field blank will ensure that the rule is always valid Date To If a posting rule is to be invalidated after a certain date specify the end date in this field Leaving the field blank will ensure that the rule is always valid Allocation Leaving this field blank will allocate 100 of the amount and cost from the source Item to the Inventory when the rule is processed IF only a percentage of the amount and cost is to be allocated to an inventory use this field to specify the percentage required Comments Use this field to provide specific comments related to the posting rule and its intended operation 24 AgreementName Waste Disposal Description Maintains inventories for tonnes of waste sent to landfill waste sent for recycling the remaining waste pl life cycle greenhouse gas emissions tCO2e from waste disposal Agreement Detail Edit Delete Clone i gt System Information Edit Delete Clone Posting Rules New Posting Rule Pog Action Posting Rule ID Inventory Event Inventory Posting Action Record Type Date From De Edit Del PR 000021 Total GHG Waste Disposal Deposit GHG Emission Rule Edit Del PR 000007 Waste for Composting Waste Other Deposit Non Emission Rule Edit Del PR 000009 Waste for Recycling Waste Recycled Deposit Non Emission Rule j Edit
154. l be the same unit of measure as used by the selected inventory Intensity Unit If this goal is to be measured using a Key Performance Indicator then this field should be used to select the intensity unit that will be used for the KPI A picklist has been provided for a common number of intensity units the Sustainability Suite Administrator can extend this list if required Unit of Measure DISPLAY ONLY This field displays the unit of measure that has been derived for the goal This will either be the measurement unit defined for the inventory or the measurement unit of the inventory divided by the intensity unit if one has been specified i e for goals that are to be measured using a KPI v Indicator Details specify Intensity for KPI comparisons i Inventory Total GHG Business Travel Intensity Unit FTE Unit of Measure tonne FTE fr Figure 10 2 Goals Indicator Details Goal Period Definition Goal Period Duration Use this picklist to specify the length of each goal period Durations can be Annual Quarterly or Monthly Important duration and the Performance Period durations are defined to be the same CloudApps also recommends that Goal Period durations should not be shorter than Performance Periods durations for linked Goals linked via Goal Allocations In addition CloudApps also strongly recommends that the default Goal Period duration should be annual unless it is specifically necessary to monitor and set bud
155. l completion of these jobs is indicated by a status of Completed with no Failures If the task completes with failures you should log a Case with CloudApps via the support website at support cloudapps com in order to determine the cause and implications of the failure Indicator Reconciliation In certain circumstances it may be necessary to delete Sources and or source item records effecting their associated inventory entries If these are deleted after source allocations have been processed for a source then it will be necessary to reconcile the values in the indicator entry records Click the Allocation Engine icon from within the Performance Management section of the Administration Launch Pad and from the resulting Source Allocation Engine home page click on the Indicator Reconciliation button This will perform reconciliation between the indicator entries and the inventory entries in the system and re calculate indicator entries appropriately 43 Sustainability Momentum Before SuMo Sustainability Momentum users can begin using the SUMo employee engagement application the Sustainability Administrator will need to set up and configure the game mechanics and access rights to certain information and news feeds In addition to the specific tasks highlighted in the Sustainability Momentum section of the Administration Launch pad the additional tasks that will need to be performed are summarised here e The System Administrator will n
156. l source that you wish to allocate from The summary page for each source displays a related list of the Source Inventories that are maintained from the Source along with the Source Allocations currently being applied Each Source Allocation will therefore result in a Performance Indicator for each of the Inventories listed in the source Inventories related list Source Allocation into Individual Performance Centres To allocate one source to one performance centre click the New Source Allocation button in the Source Allocations section of the source summary or source details page for instructions on allocating one source into multiple performance centres click here For single performance centre allocations you will be presented with a data input screen allowing you to pick the individual performance centre you with to allocate inventory amounts into The percentage of the relevant inventory balances and costs should be specified along with a date range to restrict the allocations if applicable 40 5 Source Allocation Edit Help for this Page 7 4 New Source Allocation Source Allocation Edit Save Save amp New Cancel 1 Information I Required Information f Source Aspen Court HQ Elect X eer 6470 0 Performance Sales UK sF Date From 21 12 2011 Centre E O eas Date To 21 12 2011 Active WM 4 Save Save amp New Cancel Figure 5 1 Performance Management Allocation to a Single Performance Centre
157. lable for entry The master list of fields available for a Disclosing Organisation is shown below Only Party Name is mandatory 28 Information Party Name Define a name that uniquely identifies your organisation or the company department within the organisation Postal Address Street Address Town City County State Postal Zip Code and Country Enter the full postal address in the relevant fields Party Detail Edit Delete Clone PartyName ABC Group Street Address Knyvett House Town City Staines County State Middlesex Postal Zip Code MX347LP Country UK Figure 3 1 Disclosure Reporting Disclosing Organisation Information a ae Bb Supplementary Information Boundary Select the organisational boundary that the organisation belongs within This will be relevant when calculating goal performance as each goal uses a boundary to ensure that comparisons across periods are consistent E g if a goal is being compared against a base period from a time before a particular division was acquired then the boundary being used on the goal should not include that division thus ensuring that current performance against the base period does not include sources associated to the new division Boundary Type This is a display only field which shows the type of boundary that the organisation is associated with Equity Share There are four types of boundary that can be defined If the boundary is defined as Equity share then the pe
158. lative annual savings are presented as a line graph by the start date of the reductions program and summed per annum CSR Program Pipeline This chart displays the total annual cost benefits that are expected from the implementation of CSR initiatives The annual cost benefits are presented in a funnel chart segmented by initiative status Top 10 Reduction Programs This table lists the average total GHG tCO2e savings per annum by reduction program This list is presented in descending order Reduction Savings by Type This chart displays the average total GHG tCO2e savings per annum by type These average tCO2e savings are presented in a donut chart segmented by program type Use this chart to see which type of reduction programs deliver the highest tCO2e savings on average Cost of Reduction Savings This table displays the capital cost of reductions programs by the calendar quarter of their start date Use this table to understand the capital investments that are required to implement reductions programs 123 Dashboard Se SEKR Help for this Page a Sustainability Initiatives RK Go to Dashboard List Last refreshed at 21 12 2011 16 13 View Dashboard Tyne here to search for a dashboard y Edit Clone Refresh vY Viewing dashboard as Free Trial Admin Reduction Program Pipeline Reduction Savings CSR Program Pipeline Initiative Status Over Time Annual Initiative Status E idea 100 E Approved E Live E Completed D
159. latory and voluntary bodies The scope and the type of information that needs to be disclosed will vary between the types of bodies that require the disclosure however the process remains the same This flexibility allows an organisation to capture their source emissions data once and then disclose it many ways CloudApps Sustainability Suite supports information disclosures for the UK s Carbon Reduction Commitment Energy Reduction Scheme CRC the Investor Carbon Disclosure Project CDP 2010 2011 amp 2012 Information Requests and a general disclosure mechanism supporting end user defined output formats via templates Microsoft Word Excel amp PowerPoint When creating an Information Disclosure the application takes a snapshot of the source information for a defined time period and specified criteria This information is then sliced and diced in a way appropriate for the type of disclosure being made In the case of CRC the information is than aggregated by Significant Group Undertaking as required under the regulation and functionality is provided to ensure that the CRC energy Efficiency Schemes 90 Rule is achieved before the disclosure is submitted The information is then formatted to produce each of the reports and data submissions required by the regulatory or voluntary body After completing a submission the information that has been disclosed is recorded so that it becomes possible to refer back and see the specific information that w
160. less for each operation v Source Key Clusters Cluster Name Body Installation Status Installed Revision Latest Revision Provider Description UK CRC Energy Efficiency Scheme Order Version 1 Published 22 Jan 2010 Australian Department of Climate Change and energy DCCEE Installed 2 2 CloudApps Efficiency scope 2 emission factors for electricity consumption by state CRC Phase CRC Installed 3 3 CloudApps Electricity Australian States a A af Aa d n D n A db AA ge Mie Mote Biomass Biofuel DEFRA Not Installed 4 CloudApps EEN emission factors for Biomass and Biofuels The most commonly used DEFRA emission factors for UK Core UK DEFRA Installed 6 6 CloudApps based organisations reccomended for all UK based organisations a UK DEFRA Not Installed 3 CloudApps moni lence scope 2 emission factors for UK electricity Figure 1 9 General Administration Source Key Clusters Select up to nine Source Key Clusters for each load operation and then click the Load Update Key Clusters button The selected clusters will then be loaded from the Source Key Exchange Once completed you will be presented with a confirmation page which lists the clusters that have been loaded Click the Finish button to complete the process and return to the main Source Key page The following examples use keys containing DEFRA emissions factors which are most appropriate for UK companies disclosing their carbon emissions If the source data
161. lexity l Frequency Recurring Repetitions 4 Featured Inventory Business Travel CO2e EL Publish Date 97 95 2012 04 07 2012 Retire Date D407 2012 Role lt none specified gt r Challenge Details Full Description e BI H ee S Book your transfers with World Airport Transfer and help reduce global warming World Airport Transfer facilitates economical and eco friendly transfers by endorsing fuel efficient hybrid vehicles and by teaming up with the International Tree Foundation to offset carbon emissions How does World Airport Transfer offset the carbon cost World Airport Transfer carefully selects well maintained vehicles that use alternative energy We also support programs that take meaningful steps in minimizing carbon emissions Our web servers are backed by the International Tree Foundation The ITF is a tree planting charity based in the United Kingdom that is protecting and promoting trees in the UK and overseas for more than 80 years For every dedicated server the ITF plants a British native hardwood tree in Pembrokeshire to compensate for energy generation Additional Information http www youtube c fg gegen Dm D n ree Save Create Achievements Cancel Figure 6 7 New Challenge Edit screen After defining the base challenge information the next step to complete the definition of the challenge is to define the associated achievement s To perform this step click the Create Achievements button
162. list of the job history This screen will show you a list of Apex jobs along with details of the date they were submitted the job type the status of the job who the job was submitted by its completion date along with details of the number of batches processed and a count of any failures The type of Apex job can be determined from the Apex Class name also listed in this screen Apex Jobs Monitor the status of all Apex jobs and optionally abort jobs that are in progress View Create New View Action Submitted Date Job Type Status Status Detail Total Batches Batches Processed Failures Submitted By Completion Date 05 10 2010 13 14 Anex Completed 8 8 o Davies 05 10 2010 05 10 2010 13 14 Apex Completed 8 o Davies 05710 2010 maan 05 40 2010 13 14 _gomple on pees 20 BW Davies 05 10 2010 Figure 7 1 Batch Apex Jobs Viewing Batch Job History 63 At Data Sources Sources Overview Data Sources simply referred to as Sources in the application are the place in the application where the raw data for any Sustainability Source is captured Effectively any type of data source can be captured including Electricity Gas amp Water meters passenger amp freight transport process and fugitive emissions social amp economic information waste disposal data and more R Aspen Court HQ Electricity Summary Source Name Record Type Agreement Aspen Court HQ Electricity Electricity Metered Resources Electric
163. llocations Where budgets targets have been defined for each goal period the application provides a capability of allocating these budgets out to the organisation in alignment with the way the business is being operated and run i e into Performance Centres Each goal allocation is specified for an individual performance centre as a percentage of the total As Performance Centres are typically arranged in a hierarchy the allocation percentages should take this into account such that 100 of the budget target is allocated to each level of the hierarchy The application allows for budgets to be over allocated should you wish to provide for a margin of safety if budgets are not fully achieved Goal Allocations New Goal Allocation 3 Action Goal Allocation Goal Allocation ID Centre Name Allocation Active Edit Del GA 000006 Sustain International 100 0 D d Edit Del GA 000007 Sales Australia 2 0 D d Eat Del GA 000010 Sales Germany 17 0 d Edit Del GA 000011 Sales France 8 0 va j Edit Del GA 000008 Sales West Coast 40 0 A l Edit Del GA 000009 Sales UK 30 0 a f Eat Del GA 000012 Sales EMEA 59 0 De Edit Del GA 000075 Sustain Sales 95 0 vi d gg OT me mmm gege weg amgangen mg d wg T S Figure 10 5 Goals Goal Allocations 99 Performance Centres Performance Centres Overview Performance Centres are the means of allocating information captured in inventories into structures th
164. losure includes business travel flights EF Bodies DEFRA2009 EPA2008 IPCC2006 Date From 01 01 2009 Types Included Fuel Electricity Biofuel Biomass Date To 30 12 2009 Additional Keys DEFRA2009 PT Air pkm Domestic Avg DEFRA2009 PT Air pkm Long Avg DEFRA2009 PT Air pkm Short Avg Omitted Keys DEFRA2009 BioF BioETBE litre NonRef DEFRA2009 BioM WoodPellets litre Countries AL AD AT BY BE BA BG HR CZ DK EE FO Fl FR DE Gl GR GG VA HU IS IE IM IT JE LV LI LT LU MK MT MD MC ME NL NO PL PT RE RO RU SM RS SK SI ES SJ SE CH UA GB Figure 9 5 Disclosures Common fields used across Disclosure types The remainder of the screen layout and information are specific to the type of disclosure that has been generated The following two sections therefore describe the three types of disclosures CDP CRC and General that are currently supported CRC Energy Efficiency Scheme Disclosures Completing a CRC information disclosure is a multi step process The first step is to calculate the disclosure which collates together all the source information that meets the criteria in use for the disclosure The second step is to augment the collated information with any additional information that is not contained within the application e g details of excluded use electricity sources or CCA and EU ETS sources not recorded in the 79 application The third step is to ensure that the 90 rule has been achieved and
165. ls of several energy saving initiatives on their website http www carbontrust co uk cut carbon reduce costs products services technology advice pages default asox and the appropriate URL could be entered here in order to gain access to these additional details Type Use the picklist to select the type of initiative Start Date Enter the start date for implementing the initiative End Date Enter the end date for the implementation of the initiative This can be the anticipated end date for initiative that have not yet been completed and the actual end date for those that have been completed Initiative Detail Edit Delete Clone Initiative Name Human Rights Annual Supply Chain Type Human Rights Audit Reduction increase Start Date 16 12 2011 Goal End Date 30 04 2012 Description Audit of our corporate suppliers to ensure all comply with Human Rights convention Additional Information http v www humanrights com 2 Ot OO for rar i a Figure 12 3 Initiatives Initiative Information Initiative Status Initiative Status Select the current status of the initiative from the picklist Progress Update Provide a short progress update to go along with the status This will help others to better understand the current progress of the initiative v Initiative Status Initiative Status Live Progress Update Audit must be completed and submitted by April 2012 mm frm ag i n ee a IaM Figure 12 4 Initiatives Ini
166. mended that you follow the same key naming convention as is used for standard keys Guidelines are provided within the information panel on the Source Keys page when creating a custom Source Key Source Key Edit Save Cancel v Guidelines Name In order to maintain usability of the system it is important that a consistent naming convention is utilised when creating and naming keys Recommended best practice for naming custom keys is to use the following naming convention body type subtype unit further more when the optional Subtype 2 and 3 are also used itis recommended that these should be included in the key name by appending subtype2 subtype3 to the suggested convention above Revision It is recommended that you provide a revision number for each key you define starting with the value 1 If you are amending the GHG emission factors of an existing key the best practice recommendation is to increment the revision number of the key by 1 Energy Inverse Key If you are defining a custom key for a scope 1 Fuel where the unit of measure is not KWh it is highly recommended to you first define a custom key for the same fuel whose unit of measure is kWh Once defined the kWh based key should be entered into the Energy Inverse Key field when the subsequent key s that are using a different unit of measure are created for the same fuel This will ensure that all fuels can be converted to kWh for disclosure reporting Unit Cost If you re
167. n A Figure 5 3 Performance Management Allocation into Multiple Performance Centres Allocation Engine Processing Source Allocations Once source item data has been loaded or manually entered and source allocations have been defined you are ready to invoke the Allocation Engine Performing this task will generate performance indicators containing indicator entry records for each inventory that is linked to a source containing source allocations for performance centres This process should be re executed after new data has been loaded and processed into inventories or on a frequency which suites your business operations The allocation engine will calculate the appropriate amounts and costs for each performance centre by applying the percentage you have chosen to assign optionally across a date range Once the allocation engine has run you will be able to view the allocated amounts and costs for each performance indicator across multiple time periods within individual performance centres You will then be able to manage and compare performance centres Further details on setting up managing and comparing performance centres are contained in the Performance Centres section of this User Guide Overlapping or Alternate performance centre hierarchies are supported hence the application provides the capability to over allocate the same inventory data into different performance centre hierarchies This allows for multiple perspectives of yo
168. n used to estimate the energy bill v Meter Details d Supply Type GB 00 HH Metered Meter Type Fiscal meter Core Residual Core Parent Meter d MPAN Core 39848236700623 Provider EDF MPAN Supplementary 00234599 AMR N A mandatory HHM Meter SerialNumber GB84470221 Default Reading Type Actual Estimation Technique Figure 8 6 Sources Meter Details Supplementary Information CCA Indicate whether this source is covered under a Climate Change Agreement CCA This information will be used to calculate CCA exclusions for UK CRC disclosures EU ETS Indicate whether this source is covered under a European Union Emissions Trading Scheme EU ETS This information will be used to calculate regulated emissions for UK CRC Disclosures ROCs FIT Indicate whether this source is from on site renewables where Renewables Obligation Certificates ROCs or Feed in Tariffs FIT are being claimed v Supplementary Information CCA No ROCs FIT No EU ETS No Figure 8 7 Sources Supplementary Information 69 Gas Metered Resources This source record type is used to define a metered gas source This type of meter can be either a primary fiscal meter or a sub meter which should be defined as having a parent fiscal meter Meter Details Supply Type Select the supply type from the choices available The source will then be flagged as either a Core source or a Residual source for the purposes of a UK CRC disclosure
169. n your implementation of Sustainability Suite and the CloudApps Source Key Exchange Remember to click the Save button to store your changes Y Source Key Exchange Access is authorised Revoke Access Clientid NTC3LDQOMCwLNDE Client Secret Save Cancel NW Gamm N i nw m r ee ae TTT ge E Os V Figure 1 2 General Administration Application Settings Defining and Managing Reference Data Data So urces can be linked to or associated with Providers e g energy providers and Categories Geographies Business Divisions Facilities Usage Assets Before data sources can be inked to these entities they must first have been defined Categories are also used for defining the master list of Performance Centre Types The following section describes the process for establishing and managing this reference data Note Gq Whilst not specifically described here it should also be noted that reference data could be imported into the application via any of the supported interfaces For further details on the recommended tools and user profile required to import data please review the Data Import Tools amp Recommendation section of this User Guide Ss 10 a Categories Categories primarily provide a means of categorising data sources This information is also then inherited by the Source Items created within each Source as well as the inventory balances derived from the Sources This information is
170. nal providers and your own organisations divisional or company structure From the Parties home page you can view lists of parties by clicking on the Go button displayed alongside the View picklist Selecting Product Service Providers in the view picklist will display a list of all providers If you have created additional views you will also be able to select these here To view edit delete or clone an individual party click on the party name which is a hyperlink Performing this action will take you to a detail page for that individual party This view also allows you to see which sources this party is associated with if any There are several ways that you can define a new Provider Begin by clicking on the Providers icon from within the General Administration section of the Administration Launch Pad which will then display the Parties home page 1 Clicking on the New button in the Recent Parties list will initiate the process for defining a new party 2 From any Party view you can click the New Party button to initiate the process for defining a new party 13 3 When viewing an existing party from the party details page you can click the Clone button This will create a cloned copy of the currently viewed party enabling changes to be made and then saved as a new party When creating a new party you will be required to pick the party record type Choose Product Service Provider to create a provider supplier of products o
171. nce Actual Amount The actual amount calculated from the inventory for the period displayed after the KPI intensity value has been applied if applicable Budget Target Used This is the percentage of the budget target that has been used within the period In the example screen shot below we can see that the base period is CY2009 and that Budgets have been set with the intention of achieving a 40 reduction by 2015 However we can also see that for 2010 and 2011 consumption continued to rise but beginning in 2012 the budgets begin to fall consistently 2013 is the first year where a budget is being set below 2009 levels 12 44 Goal Periods New Goal Period Edit Del CY2009 01 01 2009 Ce 6 500 000 00 6 852 749 00 5 15 0 00 Action Goal Period Name Start Date Base Period Budget Target Projected Amount Budget Target vs Baseline Projected Variance vs Baseline Actual Amount Budget Target Used f 6 852 749 00 105 43 Edit Del CY2010 01 01 2010 8 000 000 00 7 976 230 00 16 74 16 39 7 976 230 00 99 70 d Edit Dei CY2011 01 01 2011 8 800 000 00 9 064 120 29 28 42 32 27 8 989 416 00 102 15 Edit Del CY2012 01 01 2012 7 100 000 00 3 61 0 00 d Edit Del CY2013 01 01 2013 6 000 000 00 12 44 0 00 Edit Del CY2014 01 01 2014 000 000 00 27 04 0 00 Edit Del CY2015 01 01 2015 4 100 000 00 40 17 0 00 TT geg wg T mg ag ET ee wmd O it Figure 10 4 Goals Goal Period Related List Goal A
172. ncel Save eg TTT gem Oe T mem gg gg wl mg a gf ge A we T Figure 6 15 Defining Scheduler Settings for an Assessment Engine schedule Further conditions can be added to further filter the data being assessed by the achievement Note that each condition will be applied so only records that match all the conditions will be returned to the Assessment engine for evaluation of the achievement Once complete click the Save button to save the scheduler settings You will then be returned to the main Scheduler Settings screen The last step in the process is to then start the scheduler for the Assessment Engine that has just been specified To do this click the Start Schedule button below the relevant Assessment Engine The Schedules can be amended and deleted from here also Q Performance Indicator Assessment Engine current settings at 02 00 Monday Tuesday Wednesday Thursday Friday Performance_Period__r Performance_Centre__r Centre_Type__r name Employee Edit Schedule Start Scheduler Delete Schedule Figure 6 16 Assessment Engine schedule with a condition 62 Viewing Batch Apex Job History The CloudApps Sustainability Administrator can view a history of all the batch jobs that have been submitted To view the batch job history select Setup from the user menu the pull down list under your user name displayed in the application banner at the top of the page then Administration Setup Monitoring Apex Jobs to view a
173. ncompatible units to convert ft3 and kWh i aa emgeet iO Te a OD OT ammgm Figure 2 5 Inventory Management Posting Engine Audit Log plus Rollback Engine 27 Disclosure Reporting Prior to using the application to create an Information Disclosure the Sustainability Administrator will need to perform a number of additional administration tasks described below Disclosing Organisation and SGU s Party types Details of your own organisation s structure subsidiary companies and certification schemes are often necessary for statutory and voluntary GHG emission disclosures CloudApps Sustainability Suite allows you to define your organisation structure as a party record type This information is a necessary pre requisite for producing information disclosures For more details on information disclosures see the Information Disclosures section of this User Guide Select the Disclosing Organisation icon from within the Disclosure Reporting section of the Administration Launch Pad to display the Parties home page with either the most recently viewed created or modified parties displayed if there are any From the Parties home page you Can view any party types by clicking on the Go button displayed alongside the View picklist Select Disclosing Organisations SGU s in the view picklist to display all Disclosing Organisations and Significant Group Undertaking party types If you have created additional views you will also be abl
174. nd Source Items that have had their amounts or costs updated will be processed This default behaviour can be overridden by changing the posting engine options Checking the Re Generate inventories option will force the relevant inventories to be re generated from all the appropriate Source Item data This option is useful in circumstances where the Posting Rules of an Agreement have changed to say update an additional inventory or populate an existing inventory with a different percentage allocation This feature is intended to be used for specific Agreements only i e when the Posting Rules of a specific Agreement have changed Selecting a specific Agreement from the Agreements to Process list will perform the relevant action for that agreement only This function can only be performed for a single Agreement each time the Engine is run however the process can be repeated multiple times for different Agreements if required Note The Re Generate inventories option cannot be rolled back and will also remove the ability to roll back previous Lots for the same agreement In addition selecting this option without also selecting a specific agreement will re generate all inventories for all agreements and remove the ability to roll back any previous Lots gt Posting Engine Options Inventory Entries Posting Engine v Posting Engine Audit Trail a Actions ot ee Date _ OP i Yat Warnings Count on ee mech bag Figure 2 3 Inventory Manag
175. nly the Inventory to be populated Performance Centres Definition See the Defining a Performance Centre section of this guide for details on creating Performance Centres in preparation for them to be populated with Performance Indicators from the CloudApps Sustainability Suite Inventories Source Allocations This process assigns inventory balance amounts and costs into the Performance Centre business structure of your organisation so that these can more easily be monitored and managed This approach allows for the relevant business owners to take ownership of the performance indicators that they have impact and control over Budgets and targets can then be assigned and aligned with the overall corporate sustainability goals and vision enabling areas of operation to see how they are performing against their relevant performance indicators Once the performance centres your organisation intends to monitor and manage have been established you are ready to allocate balance amounts and costs or a percentage subset into one or more performance centres The percentages to be allocated are specified by defining Source Allocations Sources can be allocated to Performance Centres one source to one performance centre or one source to multiple performance centres Click on the Source Allocations icon from within the Performance Management section of the Administration Launch Pad to go to the sources home page and then locate and select the individua
176. nnsnnnnunnnnnnnnnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnn 131 Recommended tools for Importing Data ou eecssesesssseseeesseseeseseseesseeseseseeseeaesneeseeneseatensaees 132 Running the Import WIZ Ai Geiss tatiana eege 132 Installing the Data LO TE 132 Running the Data Load araos r A 132 Glossary FER 133 Overview The award winning CloudApps Sustainability Suite is the only complete cloud based software for integrated sustainability management and employee engagement CloudApps Sustainability software is helping our customers to e Reduce energy water waste amp business travel costs through operational efficiency gains goal setting and employee engagement programs e Improve their social responsibilities through the promotion and targeting of CSR initiatives and employee engagement programs e Eliminate exposure to environmental reporting risks through the accurate maintenance of inventories and disclosure reporting e Win the talent retention and acquisition battle by engaging employees in corporate sustainability initiatives e Improve corporate performance through cost reduction increased revenues and customer loyalty Align Disclose Engage Measure Your Company Deliver Revenue CloudApps Sustainability Suite supports the journey to sustainability depicted above and has been designed around this journey so that it may be followed in a logical sequence Furthermore the administration area is also
177. ny other non core fuels Details are provided of the energy supplied in its original unit of measure along with the calculated tCO2 emissions Report Metrics Emissions This section provides details of emissions that are covered by EU ETS and directly by CCA s This information is broken out into core and non core energy and also broken out to report emissions that are directly excluded or exempt because 25 or more of an SGU s total emission make all the emissions of that SGU exempt Residual Measurement List This section lists out the amount of any residual non core non EU ETS CCA fuel sources and emissions that have been included in the submission to ensure that 90 of the footprint is disclosed Footprint Report Summary This section summarises the footprint report providing total footprint emissions along with total regulated emissions and the percentage of the footprint covered by regulated emissions CRC Annual Report This report provides the primary information required to disclose fuel supply data after the end of each CRC annual reporting year In addition to providing the fuel supply data directly required by the on line CRC Registry the CloudApps Sustainability Suite Annual Report provides CO2 emissions data Emissions data is calculated by the CRC Registry and provided in this report as an informational cross check as per the UK Environment Agency s recommended best practice guidance The report is divided in
178. o the application go to the CloudApps login page login cloudapps com For further details on activating your computer setting you password and retrieving forgotten passwords please see the relevant section of the Salesforce online Help amp Training by clicking here CloudApps Sustainability Suite has been built to take advantage of features available in the Enterprise Edition of the Force com platform and the modern user interface theme that was introduced in February 2010 Enterprise Edition has been designed to meet the needs of large and complex businesses and includes Web services API support By default CloudApps will provision you with Force com Enterprise Edition Managing Users Your system administrator will need to setup each user of the application and assign them into a user profile This profile will govern which parts of the application the user can access and the tasks they are able to perform Profiles are provided for the CloudApps Sustainability Performance Manager and the CloudApps Sustainability Administrator user roles For further details of the default tasks that can be performed by each of these CloudApps Sustainability profiles see the User Profile Responsibilities and Capabilities in the Appendix For further details on setting up and managing users and profiles please review the relevant sections of the online Salesforce Help amp Training by clicking on the following hyperlinks Managing Users Managing Profiles
179. ocess Configure Achievement Rule In this step the evaluation criteria radio button Every time a SuMo Assessment Engine is run should be selected This indicates to the system that the achievement will only be evaluated when an Assessment Engine is run for the Object on which the achievement is based These Assessment Engines can in turn be scheduled so that they run on set days and at set times each week By way of an example we will walk through the process of setting up an assessment engine to evaluate and reward users once per working day for each Performance Indicator that is under budget at the time the assessment is performed For reference the achievement that will be assessed is show in the following screen shot The way this example assessment has been defined is that users will receive 10 Points that must be claimed i e they are not automatically awarded for each Performance Indicator that has a Threshold Type which equals Budget where the Projected Variance from Threshold Amount i e Budget Amount is less than or equal to zero and only for Performance Indicators in the current period i e Current Period equals Yes 60 Achievement Edit Performance Indicator under Budget Rt Achievement Edit Save Cancel Information I Required Information Achievement Name Performance Indicator Description Each time the Assessment Engine is run for Performance Indicators this achievement will reward a user that is
180. om of the page Inventory Posting Engine home page This table will indicate if any warning messages were generated Click on the view action hyperlink for the relevant job s Lot Number to view the warnings The audit trail also provides the ability to roll back the changes that have been made during a specific run of the posting engine To rollback a specific Lot click the view action link and then click the Rollback Inventory Entries button This will queue a rollback job the status and progress of which can be viewed on the page Audit Log Back Rollback Inventory Entries v Audit Log Information The Inventory Entries Rollback Engine will undo rollback any changes that were successfully performed by the posting engine for a specific Lot The Source Item records that are affected will be set back to their former state and the inventories will be rolled back to their former values Itis also possible to rollback previous Lots but if this is required it is recommended that this operation is performed in the reverse sequence to which the Lots were generated i e most recent first v Inventory Entries Rollback Engine v Warnings en A nn mn E E E geen ee Source Item Agreement Exception SI 00001157 Fuel Consumption Incompatible units to convert t3 and kWh SI 00001013 Fuel Consumption Incompatible units to convert t3 and kWh SI 00001159 Fuel Consumption Incompatible units to convert ft3 and kWh SI 00001015 Fuel Consumption I
181. ome page From here you will be presented with the default period view defined in application settings Clicking on the New Performance Centre button will initiate the process for defining a new performance centre 2 When viewing an existing performance centre from the performance centre detail page you can click the Clone button This will create a cloned copy of the currently viewed performance centre thus enabling you to make changes to the cloned copy and then save the modified information as a new performance centre Performance Centre Edit Help for this Page 7 e New Performance Centre Performance Centre Edit Save Save amp New Cancel Information Required Information Centre Name l Sustain Sales Parent Centre r Sustain International Centre Type r Business Division Filter by Centre Type Period Duration Annually r TT E a T C WEN Description Global Bales Division covering world wide sales operations and departments T ae ee ag ap Figure 11 2 Performance New Performance Centre Edit Screen The following information describes the fields that should be entered when creating a new performance centre Information Centre Name Define a name that uniquely identifies this performance centre Performance centres can cover something as large as a whole company or as small as an employee This name will appear in your reports and dashboards Parent Centre Click the search icon next
182. on at load time Weekly Pick this source item record type when the source data consists of individual weekly meter readings When choosing this record type 7 additional fields are available for population with daily meter readings for the relevant week if they are available The mandatory fields required in the data file used for this source item record type are Source Date amp Time Source Key and Amount The 7 additional fields are Monday Tuesday Wednesday Thursday Friday Saturday and Sunday 74 Transport Pick this record type when the source data consists of either passenger transport or freight transport source item data The mandatory fields required in the data file used for this source item record type are Source Date amp Time Source Key and Amount Having successfully imported your source item data you should notice that all the source items have now had their GHG emissions calculated where appropriate using the appropriate emission factors associated with the source key chosen for each source data item Other categorisation information will also be recorded against the source item to assist in typing and sub typing the data and in identifying the origin of the information 75 Information Disclosures Disclosures Overview Information Disclosures are the mechanism for disclosing an organisation s GHG emissions to both regu
183. on or under budget Typically the Assessment engine that evaluates this achievement would be run once a day or once a week e Record Type One Off Standard Reward Points ue 7 Type __None Experience M Badge Level Up ER vm wa Reward Message po Criteria Minimum Level i 4 Number of occurrences Maximum number of a Time limit in days rewards Minimum hours between actions Evaluation Criteria Only when a record is created _ Every time a record is created or edited C When a record is created or when a record is edited and did not previously meet the rule criteria Every time a SuMo Assessment Engine is run System Information Created By Anthony Day Last Modified By Anthony Day Lg La geg H A OT ET TOT OO ON ag gg OE CO Achievement Criteria Rule Criteria I Required Information Field Threshold Type Condition equals Budget AND Field Projected Variance from Threshold Amount Condition less than or equal to 0 AND Field Current Period Condition equals Yes AND Field a Condition s Select Fields e SCH AF wi None AND j Figure 6 14 Example Achievement being evaluated by the Assessment Engine Begin by selecting the Administration tab to view the Administrator Launch Pad Click on the bottom accordion section named Sustainability Momentum to open the SuMo administration section Next click on the Assessment Engines icon to navig
184. or multiple disclosures thus ensuring consistency The criteria defined in a disclosure definition are centred on the emissions scope type and keys in addition to the countries that will be included in the disclosure This information is a necessary pre requisite for producing information disclosures Two predefined Disclosure Definitions are provided by default in the application These are the best practice disclosure definition for a UK CRC Energy Efficiency Scheme disclosure and an example Carbon Disclosure Project disclosure which will need to be edited before it can be used In addition to creating new disclosure definitions these pre defined definitions should be amended or cloned as required For more details on information disclosures see the Information Disclosures section of this User Guide Select the Disclosure Definitions icon from within the Disclosure Reporting section of the Administration Launch Pad to display the Disclosure Definitions home page with either the most recently viewed created or modified disclosure definitions displayed if there are any From the Disclosure Definitions home page you can view all disclosure definitions by selecting All in the View picklist and clicking on the Go button If you have created additional views you will also be able to select these here To view edit delete or clone an individual disclosure definition click on the disclosure definition name which is a hyperlink Performing this a
185. ore each disclosing organisation will be required to enter their disclosure details directly into the CRC Registry In order to simplify this process CloudApps Sustainability Suite provides reports laid out in the same order as the information is required for entry into the on line electronic web application The two types of disclosure currently required by the CRC Energy Efficiency Scheme are the Footprint Report and the Annual Report These reports are described below CRC Footprint Report This report provides the primary information required to disclose fuel supply data after the end of each CRC footprint year In addition to providing the fuel supply data directly required by the on line CRC Registry the CloudApps Sustainability Suite Footprint Report provides CO2 emissions data Emissions data is calculated by the CRC Registry and provided in this report as an informational cross check as per the UK Environment Agency s recommended best practice guidance The report is divided into the following five major sections 87 CCA Organisation Review amp Exemptions This section provides the Participant and Significant Group Undertakings indicating whether they are claiming a CCA exemption and is so providing details of the percentage coverage and tCO2 emission for the exempt groups Report Metrics Energy Supplies This section provides details of the core emissions excluding CCA exempt SGU s or Participant along with details of a
186. organisation has published The Sustainability Administrator defines the feeds that are to be made available to all SuMo users here Information Feed Name The name of the news feed as it will appear in theBuzz to all SuMo application users URL Enter the complete URL that is to be used by the SuMo application to retrieve the RSS news feed al All Edit Delete Create New View New Feed ChangeOwner t _ Action Feed Name t URL Edit Del CloudApps Sustainability News http feeds feedburner com cloudappscarbon Edit Del Guardian Sustainable Business http www quardian co uk sustainable businessy EE d Figure 6 13 Feeds It should be noted that any number of news feeds can be published but careful consideration to the performance impact should be taken Each device will use this information to fetch the specified news feeds These can contain large amounts of data will need to be retrieved using the network connection available to each mobile or desktop device running the SuMo application Hence the number of news feeds configured here can affect the performance of each individual device Assessment Engines There are certain circumstances where achievements need to only be assessed and rewarded at defined intervals and times i e to a schedule To cater for these requirements the ability to schedule an Assessment Engine is provided This is specified when an achievement is first created in the second step of the pr
187. ormance Centres if applicable j View certain Dashboards and run specific Reports The Sustainability Performance Manager has read only access for reference to Boundaries Parties Providers Disclosing Organisations and SGU s and Categories CloudApps Sustainability Administrator The CloudApps Sustainability Administrator is responsible for the following duties s Maintenance of the Application Settings Creation and maintenance of reference data Categories Parties Providers Disclosing Organisations and SGU s Boundaries and Disclosure Definitions KR Loading and maintenance of standard Source Keys S Creation and maintenance of custom Units and custom Source Keys j Creation and maintenance of Inventories Inventory Events and Agreements j Creation of Performance Centres S Creation and maintenance of Sources Source Items and Source Allocations j Calculation of Disclosures and the generation of Disclosure Reports Creation and maintenance of Goals Goal Periods and Goal Allocations Creation and maintenance of Initiatives 8 Executing the Posting Engine Source Inventory Maintenance Executing the Allocation Engine Performance Centre Maintenance s Executing the Goals Engine Goal Maintenance amp Budget Target Allocation R Reviewing the Posting Engine Audit Trail Reviewing the APEX job history Recalculating GHG Emissions if necessary The Sustainability Administration user has full access to all objects
188. owe 44 3 Gilchrist Data Sum of Amount 5 Frankfurt Main 2 3 Daley Plaza Gas Cupertino Park z Bastille Gas Source Source Name Aspen Court HQ Record Count 0 2 5 5 7 5 10 12 5 Record Count Current and last calendar year Last calendar year PODS OOE gel mg wl mm a a we E a E OE EO aS wl E a Figure 13 11 Dashboards Data Quality Customising and Adding Dashboards and Reports The force com platform on which CloudApps Sustainability Suite is built provides extensive capabilities and flexibility for quickly adding and modifying both dashboards and reports These capabilities are described at a high level here along with links to detailed information in the online salesforce com Help amp training guide 127 Creating and Editing Dashboard Properties How the dashboard is presented its layout and other properties such as the name style dashboard security and default chart settings can all be modified For further details please see the relevant section of the Salesforce online Help amp Training by clicking here The dashboard components the charts can also be edited or new components added For further details on Editing Dashboards in the online salesforce com Help amp training click here As Dashboards are not upgradable components it is highly recommended that should you intend to make changes you should make a copy of the original Dashboard by performing a Save As operation Your co
189. p Checking this box would reward the user with a Level Up for accepting the Challenge Note that offering a Level Up for accepting a Challenge would only happen in very rare circumstances Experience Specify the amount of experience that is to be awarded when the user accepts a recurring Challenge i e when they make their initial pledge Reward Message Specify the reward message that will be recorded on the acceptance reward Note that this reward message is not currently visible in the SuMo application and is therefore optional Repetition Reward Recurring Challenges only Repetition Points Specify the number of points that are to be awarded each time a user repeats their pledge for a recurring Challenge i e when they make each repeat pledge Repetition Level Up Checking this box will reward the user with a Level Up each time the user repeats their pledge on a recurring Challenge Note that offering a Level Up for each repeat pledge on a recurring Challenge would only happen in very rare circumstances Repetition Experience Specify the amount of experience that is to be awarded each time the user repeats their pledge on a recurring Challenge i e when they make each repeat pledge Minimum hours between actions Specify the amount of time in hours between each repetition pledge during which the repeat pledge will not be registered This is a feature to restrict cheating which stops users rapidly repeating pledges Repetition R
190. ple achievement The values being used in this example are displayed in the table that lists the nine supported SuMo local events here 58 Step 3 Configure Rewards Previous Save amp Next Cancel Enter how the achievement is to be rewarded v Reward Recipient Recipient Created By ID Standard Reward Type Contribution Experience 2 Badge Vote to Advance Level Up Automatically Awarded Reward Message Voting on Ideas is a great way to ensure that the best ideas of our employees are recognised thank you Minimum Level i 2 1 Number of i 10 1 occurrences Maximum number of 8 Time limit in days 5 rewards Minimum hours between actions Previous Save amp Next Cancel Achievement Criteria Rule Criteria Required Information Field Name Condon ege gt Idea AND Field Action Condition equals a Voted AND Field Select Fields Condition __ None AND Fisid Select Fields Condition _ None AND Field Select Fields Condition _ None s AND Fid Select Fields Condition Lesen AND Figure 6 12 New Achievement Configure Rewards Having entered all the relevant information on the 3 step of the New Achievement Wizard click the Save amp Next button to complete the process 59 Feeds Within theBuzz section of the SuMo application users can see and read news stories that their
191. plicable Floor Area Enter the floor area of the facility Number of FTEs Enter the number of Full Time Equivalent Employees FTEs located at this facility Occupancy Enter the percentage of the facility that is occupied 12 Category Detail Edit Delete Clone Name Knevett House D Type Office Building Description Head office for CloudApps in the United Kingdom Main office for Sales Marketing HR Finance and Product Development v Supplementary Information Street Address Knyvett House Landlord Regus Ltd f Watermans Business Park The Causeway Fi Town City Staines Floor Area 2 050 4 County State Middlesex Number of FTEs 55 Postal Zip Code TW183BA Occupancy 60 Country United Kingdom E genge ane wm eege affer mt Figure 1 4 General Administration Categories Facility Record Type Providers a Party type Product Service Providers abbreviated to Providers is a type of Party that is used in CloudApps Sustainability Suite to record the details of the Product or Service Provider associated with a Data Source Examples include energy providers fuel providers providers of transport services or waste disposal service providers Click the Providers icon from within the General Administration section of the Administration Launch Pad to display the Parties home page with either the most recently viewed created or modified parties displayed if there are any Parties are used to manage both exter
192. py should also be stored in a different folder to the original supplied by CloudApps Ltd Reports Overview The Dashboards provided in the application are all based on reports Reports are lists summaries and analyses of your data that can then be displayed or printed The data that they consist of can be filtered and grouped before being displayed in a customisable graphical chart For a more detailed overview of reports please see the relevant section of the Salesforce online Help amp Training by clicking here To access the standard reports click on the Reports tab in the application Creating and Customising Reports Standard reports provided by default in the application can be modified or cloned For further details on creating and modifying reports please see the relevant section of the Salesforce online Help amp Training by clicking here To modify an existing report but save it as a new variant begin by editing the report on which you want to base your variant and then at the end of the process click the Save As button not the Save button This will then provide you with the ability to name your report and to select the report folder to place the report in CloudApps recommend saving your report variants and new reports in a separate folder to those supplied by CloudApps Adding new Charts to Dashboards New charts based on new reports that you have created can be added to the existing dashboards or to new dashboards For detail
193. quire the system to calculate indicative costs for sources you will need to enter the unit cost for each key that is in use This value will be used to calculate the cost when the Cost Type on the Source Item record is set to Calculated Non Kyoto GHG When keys are to be created for emissions that include non Kyoto Greenhouse gases the emission factor for the Non Kyoto gas should be entered into the Non Kyoto GHG CO2e field and the name of the gas should also be entered into the Non Kyoto GHG Name field to identify it Best practice would then be to ensure that the Total GHG COQ2e factor includes this additional Non Kyoto gas Figure 1 11 General Administration Source Key Guidelines 18 Note that custom keys will be appended with c to identify them as a custom key When entering your own custom keys onto sources you will need to ensure that the source key name is always appended with the __c otherwise it will not be recognised as a valid source key Source Key Details New Source Key Delete Back d v Key Body Name Custom Keys 4 v Custom Source Keys A Action Source Key Unit Type Subtype Subtype2 Subtype3 CO2 CH4CO2e N20 CO2e HFCsCO2e PFCsCO2e SF6CO2e Total GHG Scope es Edit Custom CSR Charity Donation l Del GBP o GBP Other CSR Charity Donation 0 00 0 00 0 00 0 00 0 00 0 00 0 00000 None Sai EEN EUR Other CSR Charity Fundraising 0 00 0 00 0 00 0 00 0 00 0 00 0 00000 None ga Custom CSR Volunteer Hour
194. r services for your organisation New Party Help for this Page or Jl Select Party Record Type Select a record type for the new party To skip this page in the future change your record type settings on your personal setup page Select Party Record Type Record Type of Product Service Provider new record Continue Cancel Available Party Record Types Record Type Name Description Disclosing Organisation The organisation division that is disclosing GHG emissions Product Service Provider A provider of products e g Electricity or services e g Waste Disposal Significant Group Undertaking Any significant group that is a subsidiary of the disclosing organisation Figure 1 5 General Administration Selecting a Party Record Type The following fields are available when defining new parties Providers only Party Name is mandatory Party Name Define a name that uniquely identifies this provider This name will appear in your reports and dashboards Provider Account Number The account number provided by your product service provider used to uniquely identify our organisation Postal Address Street Address Town City County State Postal Zip Code and Country Enter the full postal address of the Provider Party Detail Edit Delete Clone PartyName EDF Energy Street Address 40 Grosvenor Place ProviderAccount 123456789 Town City Victoria Number County State London PostalCode SW1X7EN Country UK lt a
195. ral DIS ClOS E 91 General Disclosure Information DY SCOPE cscssssesesseeseeseseeeeseseetesesesnsesteneseeseeeaesteeaeeneeaeens 92 General Disclosure Information by Dimension REENEN 92 General Disclosure ee 92 S bimitting a DISClOSUL EG sesissesseesictan sitet sc cestessicsavaiscavuvevastiucvncuuccdacsensilvstvalbeudstvsddvducdussisassevances 93 S st inapility GONG ces sats deeg eege 94 Goals OVER VIC Wonsa AEA EEE 94 VIEWINE BEE 94 Eeer 95 GO aM e a Le E A A E A E E E E E T 97 Bpdanne Goal Period anina E erat crete te etree rans 97 Goal AM OCAG ONS ssie inni sasaaa aaae akie aa riia Aaa Aaaa aasa Eain 99 Performance Centres E 100 Perform nce Centres ENEE Ee 100 Viewing gege 100 D etining a Performance Centre E 102 Performance Period Siessen aaeanoa idecavscvudustucesvadsauuscuaccavedsiacumecumiwveusnuansuusantene 103 Viewing Performance Periods soniuitaniniiaciniiii a A 103 Viewing geg Eet NK ee 104 Editing Perorinance ee e 105 Kusch 109 THITIALLVES OVER VIC E 109 VIC WATS FICIAL EE 109 Marginal Abatement Cost Curves cnccsneniaicintinntncauitioridataneie ial ee 109 Vase Te EH RRE 110 Defining an RRE Esseri inaa aaa uanesesseastiabeveennueanmenneaniediaccsseads 110 Fields shared cross both record ty peSsssisirnnonnaiaa a tiaaees 111 GHCGCRedu uchon het 112 Feiere TAT Grint on eene 113 Dashboards amp Reports E 114 Dashboards OvervieW sioan aAA a 114 VIE WINS Dashboards iinceticessoetse de viecvvsntrassiscbsetiivch eeaeee a
196. rcentage entered in this field will be applied to all calculations of amounts by the Goal Baseline and Calculation engines This is to ensure that where companies and divisions are party owned only the emissions and amounts related to the organisations percentage ownership are calculated CRC Registration Number Enter the registration number generated by the UK Environment Agency for organisations that are participating in the CRC Energy Efficiency Scheme Certification Scheme Details Certification Scheme Number UK CRC Disclosures have early action metrics based on participation in the Carbon Trust Standard and equivalent certification scheme If the organisation participates in one of these schemes select the name of the scheme from the picklist provided Scheme license number Enter the licence number provided by the scheme organiser Scheme awarded Enter the date from which certification has been awarded Scheme valid until Enter the date that the scheme is valid until 29 v Certification Scheme Details CTS and Equivalent Certification Scheme Carbon Trust Standard Scheme awarded 01 03 2009 i Name number Scheme licence CTS447206221 Scheme valid until 28 02 2011 Figure 3 2 Disclosure Reporting Disclosing Organisation Certification Scheme Details Disclosure Definitions Disclosure Definitions define the primary criteria used when creating individual information disclosures A disclosure definition can be used f
197. readings select the technique that has been used to estimate the energy bill Supplementary Information CCA Indicate whether this source is covered under a Climate Change Agreement CCA This information will be used to calculate CCA exclusions for UK CRC disclosures EU ETS Indicate whether this source is covered under a European Union Emissions Trading Scheme EU ETS This information will be used to calculate regulated emissions for UK CRC Disclosures 70 Other Metered Resources This source record type is used to define metered sources that are not electricity or gas meters This record type should be used for water meters or any other type of metered resource Meter Details Supply Type Select the supply type from the choices available The source will then be flagged as either Residual or none Core Residual This field is automatically completed as it is driven by the selection made for the Supply type field Meter Serial Number The serial number of the meter Meter Type Choose whether the meter is a main fiscal meter or a secondary sub or clip on meter Only fiscal meters will be included in disclosures Parent Meter If the meter type is a sub meter or a clip on meter then enter the Parent fiscal meter Provider Enter the name of the Provider i e the Supplier Clicking the search icon next to the field name will open a lookup window enabling a search of the available Provider names Linking so
198. relevant Performance Centres define which data sources and hence inventory data are to be allocated into those centres and also define which indicators each type of centre should see and then run the allocation engine to actually calculate performance The Performance Centres that have been defined by the Sustainability Administrator will then be populated with performance indicators segmented into performance periods Budgets targets for each of the performance indicators can also be automatically allocated using the Goal Allocation process described in the previous section Centre Types a Category record type Begin by defining the types of Performance Centres required The application comes pre loaded with a number of performance centre types These default centre types are Geographic Region Business Division Product Line Business Department and Employee Additional centre types can be defined by clicking on the Categories icon from within the Performance Management section of the Administration Launch Pad and following the same procedure that is documented in the Categories section of this guide When creating new Centre Types please ensure that you select Centre Type as the record type Information Category Name The name of the type of performance centre Note that when creating Performance Centres this is the name users will see when picking the performance centre type Type This picklist field can be configured to define further su
199. reward the employees that create ideas by defining an achievement on the Idea object However in our example we will reward employees with a Contribution Badge called Vote to Advance and 2 Experience each time they vote on 10 ideas provided it is within a 5 day period and that they are at level 2 or greater In addition this reward will be given a maximum of 8 times and it must be claimed each i e it will not be automatically rewarded otherwise it will expire Begin by selecting the Administration tab to view the Administrator Launch Pad Click on the bottom accordion section named Sustainability Momentum to open the SuMo administration section Next click on the Achievements icon to go to the Achievements home page To view only the existing Non Challenge related activities select the view labelled Non Challenge and click the Go button if required To launch the New Achievement Wizard click on the New Achievement button Perform the following steps to create a new achievement click on the New Achievement button to invoke the New Achievement Wizard The initial step of the process is to select a record type Select the One Off from the available options this should always be the record type for Non Challenge achievements and click Continue 55 New Achievement F Select Achievement Record Type Select a record type for the new achievement To skip this page in the future change your record type settin setup page Sel
200. rmation is presented as a side by side vertical column chart by 117 Subtype Use this chart to compare carbon emissions between types e g Fuel Electricity Passenger Transport etc for the current calendar year The information provided for each type is further sub divided by subtype in order to assess makeup of each type Carbon Emissions by Type Over Time Quarterly Total GHG tCO2e displayed quarterly by type The information is presented as a line chart by Date Use this chart to compare carbon emissions between types e g Fuel Electricity Water Passenger Transport etc on a quarter by quarter basis Carbon Emissions by Geography Total GHG tCO2e displayed by geographic region for the current year The information is presented as a stacked vertical column chart by Scope Use this chart to compare carbon emissions between geographies for the current year The information provided for each geographic region is further sub divided by scope in order to assess differences between scopes across geographies Carbon Emissions by Facility Total GHG tCO2e displayed by Facility for the current year The information is presented as a list with Total GHG tCO2e totalled up for each Facility Use this chart to compare carbon emissions between Facilities for the current year Carbon Emissions by Division Total GHG tCO2e displayed by Business Division for the current year The information is presented as a stacked horizontal column chart by
201. rom the baseline period along with any intensity unit values if KPI s are being used The second function is to allocate budgets targets into performance centres once these budgets targets have been defined for the relevant goal periods The third and final function of the processing engine is to calculate the period totals from the relevant inventories This final processing task is the one that is likely to be repeated most often and can also be scheduled for automatic execution Each of these jobs is queued regardless of whether they initiated manually or via the scheduling service Under normal circumstances the job will initially have a status of Queued then move to Processing and finally the status should show as Completed Processing of the jobs will be split into batches with a running total that displays the number of batches that have completed processing if initiated manually from the UI Successful completion of these jobs is indicated by a status of Completed with no Failures If the task completes with failures you should log a Case with CloudApps via the support website at support cloudapps com in order to determine the cause and implications of the failure Baseline Calculation Prior to calculating the baseline amounts and if applicable intensity value one of the goal periods must be flagged as being the base period See the Updating Goal Periods section for details on how to perform this operation Once a period has been fl
202. roup level Additional Excluded Use tCO2 The tCO2 emissions that have been calculated using the Electricity grid rolling average supplied in the disclosure definition for the manual amount of additional excluded use kWh entered for the Disclosure Group 82 v Excluded Use Emissions Excluded Use tCO2 1 144 80 Additional Excluded Use kWh 872 000 Additional Excluded usetCO2 471 26 d Figure 9 10 CRC Disclosure Groups Excluded Use Emissions CCA EU ETS Regulated The following display only fields display details of the Disclosure Groups CCA Exemption status along with the emissions that are regulated under Climate Change Agreements or the European Union s Emissions Trading Scheme CCA Exemption Indicates Yes No whether 25 or more of the emissions of the Disclosure Group are covered by a Climate Change Agreement CCA CCA Coverage The percentage of emissions for the Disclosing Group that are covered by a Climate Change Agreement CCA Total CCA Exempt tCO2 The total emissions which are exempt from CRC as a consequence of being covered under Climate Change Agreements for the Disclosure Group This total is the combination of CCA flagged emissions rolled up from the Disclosure Groups Sources plus the additional CCA exempt emissions manually added to the Disclosure Group Total EU ETS Exempt tCO2 The total emissions which are exempt from CRC as a consequence of being covered under the European Union s Emissions Tra
203. rt and Freight Transport source a record types only the Country field is required The other location fields can be exposed and recorded if required The remaining fields are specific to source record types Some of these fields are applicable to multiple source record types and are therefore repeated in the relevant section for completeness Electricity Metered Resources This source record type is used to define a metered electricity source This type of meter can be either a primary fiscal meter or a sub meter which should be defined as having a parent fiscal meter Meter Details Supply Type Select the supply type from the choices available The source will then be flagged as either a Core source or a Residual source for the purposes of a UK CRC disclosure Core Residual This field is automatically completed as it is driven by the selection made for the Supply type field This information is important for a UK CRC disclosure MPAN Core The Meter Point Administration Number also known as the S Number is a unique identifier for all electricity meters The core number is 13 digits long the first 2 digits identify the distributor the next 8 digits are the meters unique identifier and the last 3 digits are check digits This information is required for a CRC disclosure MPAN Supplementary The supplementary MPAN information comprises a 2 digit profile type 3 digit meter time switch code and a 3 digit l
204. ructure of your organisation Combined with Source Allocations this approach allows for the relevant business owners to see their performance against the indicators that they have impact and control over Once the performance centres your organisation intends to monitor and manage have been established you are ready to allocate budgets targets or a percentage subset into one or more performance centres The percentages to be allocated are specified by defining Goal Allocations These budgets targets from goals can be allocated to performance centres one goal to one performance centre or one goal to multiple performance centres Click on the Goal Allocation icon from within the Goal Alignment Process section of the Administration Launch Pad to go to the goals home page and then locate and select the individual goal that you wish to allocate from The summary page for each goal displays a related list of the Goal Allocations that have currently been defined Each Goal Allocation will therefore result in a budget target being allocated to the Performance Indicator for the Inventory on which the Goal is based Goal Allocation to Individual Performance Centres To allocate to one performance centre click the New Goal Allocation button in the Goal Allocations section of the goal summary or goal details page for instructions on allocating one source to multiple performance centres click here For single performance centre allocations you will be present
205. ry the 1 and ends on December the 31st An allowance purchased from Government or traders that represents the right to emit one tonne of CO2 A popular world wide reporting standard that is used by companies that wish to voluntarily publish their greenhouse gas emissions Legislation in the UK that requires all public sector organisations and larger private companies to report their scope 1 and scope 2 emissions on an annual basis A certification from the Carbon Trust that an organisation has genuinely reduced its carbon footprint and is committed to making further reductions year on year Provide a means of segmenting sources by geography business division facility usage and asset Agreements that allow energy intensive business users to receive a discount from the Climate Change Levy in return for meeting energy efficiency or carbon saving targets A tax on the use of energy in industry commerce and the public sector put in place to encourage users to improve energy efficiency and reduce greenhouse gas emissions The user s responsible for administering the CloudApps Sustainability Suite i e defining reference data Sources and Source Allocations The user s responsible for performing day to day management of Performance Centres viewing organisation wide goals and Initiatives A text file format for a database table where each record in the table is one line of the text file and where each field value is separated from th
206. s HFCs and perfluorocarbons PFCs A conceptual schema that shows the main entities objects and the relationships between them Environmental Protection Agency US A greenhouse gas emission trading System covering the energy intensive sectors power generation cement glass ceramics steel aluminium and pulp and paper of the EU Member States Full Time Equivalent Incentives for small scale less than SMW low carbon electricity generation that aim to encourage the deployment of additional low carbon electricity generation particularly by organisations businesses and communities not traditionally engaged in the electricity market A period of 12 months with a start date that is defined as the first day of an organisations fiscal reporting period Complete cloud based infrastructure from database and security to workflow and user interface provided by salesforce com Geographic coordinates i e latitude amp longitude used to show the position of an emissions source on a map Gases in the atmosphere that absorb and emit radiation within the thermal infrared range causing the greenhouse effect Used to define a corporate sustainability goal Goals are typically over a number of years and divided into multiple periods Goals can be focused on reduction or an increase and measurement is usually in comparison to a baseline period of time A means of allocating a percentage of a Goal s budget target into Performance Indicators
207. s already selected will display all achievements that have been configured to reward the user with a Level Up DR Level Up s gt Edit Delete Create New View Change Owner f New Achievement d J Action Achievement Name Type Badge Description t Edit Del Jonidan Level Up Dedication Jonidan Division Level Up reward for users moving from level 1 to level 2 Edit Del Sandanme Level Up Dedication Sandanme Division Level Up reward for users moving from level 2 to level 3 Edit Del Makushita Level Up Dedication Makushita Division Level Up reward for users moving from level 3 to level 4 4 Edit Del Juryo Level Up Dedication Juryo Division Level Up reward for users moving from level 4 to level 5 i Edit Del Makuuchi Level Up Dedication Makuuchi Division Level Up reward for users moving from level 5 to level 6 PR TTT me dT i Figure 6 5 Level Ups Achievements View Existing Level Up achievements can be edited as well as reviewed from this screen 49 Challenges Challenges are defined by the Sustainability Administrator to challenge employees to undertake tasks and activities that further the organisations sustainability objectives Challenges can be one off or repetitive in nature i e requiring the task to be repeated a number of times Separate Rewards can be allocated for accepting repeating and completing a challenge assuming that it is a recurring challenge Clicking on the Challenges icon will take the
208. s on adding components e g charts to dashboards please see the relevant section of the Salesforce online Help amp Training by clicking here 128 Appendix Cookie Handling all Browsers Cookies are used by the CloudApps Sustainability Suite application in order to enable normal operation If your browser settings restrict the use of cookies you will need to ensure that the following sites are added to the list of websites that are allowed to use cookies salesforce com force com cloudapps com CloudApps Source Key Exchange Sourcing the most appropriate GHG emission conversion factors can be a laborious process Having to create and maintain a set of source keys that implement these factors can also be an additional administrative burden In order to reduce the amount of time and effort involved in this task CloudApps have assembled together many of the most relevant GHG conversion factors for emissions sources from around the world and placed them into a centralised Source Key Exchange The process of sourcing and applying emission conversion factors is greatly simplified via the use of this facility as it is directly accessible from within the General Administration section of the Administration Launch Pad Within the Source Key Exchange it is possible to view clusters of keys along with a description of the types of keys contained within the cluster The Sustainability Administrator is then able to load only those clusters that ar
209. s__c hour Other CSR Volunteer Hours 0 00 0 00 0 00 0 00 0 00 0 00 0 00000 None Gi Custom EHS Lost Hours__c hour Other EHS Lost Hours 0 00 0 00 0 00 0 00 0 00 0 00 0 00000 None Custom EHS Safety Incidents__c incident Other EHS Safety Incidents 0 00 0 00 0 00 0 00 0 00 0 00 0 00000 None f Ko Custom Revenue USD__c USD Other Revenue 0 00 0 00 0 00 0 00 0 00 0 00 0 00000 None New Source Key Delete Back m ge a E i a ee POVOD gg N N mA a gegen T T a T O ee Figure 1 12 General Administration Custom Source Key Just as with standard source keys unit costs can be entered for custom keys enabling the total cost of source item to be estimated by using the unit cost entered against the relevant key Custom keys can also be deleted provided they are not in use Calculation Engine During normal operations it should not be necessary to recalculate the GHG emissions that are recorded against the source item records These are calculated at the time that the source items data is loaded into the application using the GHG Emission Factors contained on the revision of Source Key that is in use at that time In most circumstances it is also not necessary to recalculate GHG emissions for previous years when new emission factors are published However there are occasionally circumstances where emissions from previous years should be recalculated or when Source Keys are updated in order to correct errors In order to be able to recalculate source items Clo
210. se fields are provided so that any additional electricity or emissions that have not already been recorded in the application can be summarised in order to ensure a complete CRC disclosure is made The three additional fields are described below Additional Excluded Use kWh Enter a manual adjustment to record any additional energy electricity in kWh that has been consumed for a CRC defined excluded use domestic accommodation transport activities supply not for own consumption and premises outside the UK but not recorded in the application as a Source Additional CCA Exempt tCO2 Enter a manual adjustment to record any additional emissions that are covered under a Climate Change Agreement CCA but are not recorded in the application as a Source Additional EU ETS Exempt tCO2 Enter a manual adjustment to record any additional emissions that are covered under the European Union Emissions Trading Scheme EU ETS regulations but are not recorded in the application as a Source 81 wm Disclosure Group Edit Save Cancel Information I Required Infor Disclosure Group ob ABC Company Disclosure CRC 2010 11 Disclosure Excluded Use Emissions Additional Excluded 0 00 use tCO2 Additional Excluded Use kWh 100 000 CCA EU ETS Regulated Additional CCA Exempt tC02 0 00 Additional EU ETS Exempt tCO2 ee d maaf POTOA Oe r T ee le TE TE gege ond at Figure 9 8 CRC Disclosure Groups Manual adjustment fields Edit
211. security token the user should select Setup from the user menu and then select Personal Setup My Personal Information Reset My Security Token from the setup side bar The user will then receive an email containing the security token details 132 Glossary of Terms Term Agreement Automatic Meter Reading AMR Boundary Brown Electricity CH4 CO2 Calendar Year Carbon Allowance Carbon Disclosure Project CDP Carbon Reduction Commitment Energy Efficiency Scheme CRC Carbon Trust Standard CTS Categories Climate Change Agreements CCA Climate Change Levy CCL CloudApps Sustainability Administrator CloudApps Sustainability Performance Manager Comma Separated Values CSV Description A collection of Posting Rules that define which Source Items should be posted to which Source Inventories by the Posting Engine Under the CRC regulations an AMR electricity meter must be capable of capturing consumption data at least on a half hourly basis for gas on an hourly basis be the main fiscal meter that is remotely read and the data made available to the customer A means of placing a boundary around the Data Sources of an organisation and its subsidiaries Used in conjunction with Goals to ensure a like for like comparison over long periods of time Electricity that has typically been generated by burning fossil fuels Methane gas Carbon Dioxide gas A period of 12 months that starts on Janua
212. ssessment Engine 48 Game Reset This option is used to reset all game data for either users within a particular role or all users Selecting this option will delete the appropriate users Rewards and User Challenges and set the users game performance scores back to their starting positions Use this option with caution as each users game related data will be deleted and reset This option is typically performed if the organisation intends to restart the game for a new period i e at the start of a new Financial Year To perform this option select the Role of the group of users that are to be reset from the Role pull down list the All Roles option will perform the operation for all users and then click the Reset button A warning message displayed click OK to proceed or Cancel to cancel the operation The reset job will be queued and the status of the job can be seen in the Engine Status section displayed at the bottom of the page Remember to click the Save button to store your changes or Cancel to exit without saving the configuration changes that have been made Levels This option allows the Administrator to view the Level Up achievements associated with each level The definition of each level is performed in the Configuration section described here Clicking on the Levels icon will take the Administrator to the Achievements home page Selecting the Leve Up s view from the View picklist or clicking the Go button if it i
213. stainable products amp services increased customer loyalty improved employee retention and an enhanced brand CloudApps Sustainability Suite is built on the award winning Force com platform from salesforce com the first platform as a service PaaS allowing for an entirely on demand and without software application This platform also includes easy to use point and click customisation tools to help configure the application to meet your own unique business requirements without any programming experience General Introduction The key areas of the CloudApps Sustainability Suite are summarised below Each of these areas is described in full detail in their respective sections of this User Guide It should also be noted that the administration tasks are broadly arranged to align with the journey to sustainability that is described in the overview above Sources Le Data Sources simply referred to as Sources in the application are the point within the application where sustainability data is initially captured and recorded Sources can be related to Environmental Social or Economic Sustainability data Examples of sources include meters for Electricity Natural Gas and Water non metered fuels such as Diesel LPG and Coal Health amp Safety incidents Volunteer hours Charitable donations Process or Fugitive Emissions Business Travel Freight Transport and Waste Disposal These are however just examples of sources as the system is
214. t 6 When viewing an existing inventory event from the inventory event details page you can click the Clone button This will create a cloned copy of the currently viewed inventory event enabling changes to be made and then saved as a new inventory event 22 a The only field required and available for an Inventory Event is the Inventory Event Name itself Information Inventory Event Name Define a name that uniquely identifies your event Tagging Source Items with Inventory Events is the means of instructing the Posting Engine via posting rules on Agreements as to which Inventories it should Source Item data into Agreements The default application includes a number of the most common Agreements pre defined Select the Agreements icon from within the Inventory Management section of the Administration Launch Pad to display the Agreements home page with either the most recently viewed created or modified agreements displayed if there are any From here you can view all agreements by clicking on the Go button displayed alongside the View picklist with the All view displayed If you have created additional views you will also be able to select these here To view edit delete or clone an individual agreement click on the agreement name which is a hyperlink Performing this action will take you to a detail page for that individual agreement There are several ways that you can define a new agreement Begin by clicking on t
215. t area of resource energy or waste savings each resulting in reduced greenhouse gas emissions which can be presented ona MACC chart Taken together the impact of implementing a number of reductions programs can significantly reduce an organisation s GHG emissions energy costs use and disposal of natural resources In contrast to Reduction programs the CSR Initiatives focus on improving the organisations social responsibilities by monitoring and tracking each CSR initiative that is being undertaken Getting Started Browser Support amp Configuration Full details of standard browser support and configuration can be found here Please note that whilst the application can be run in Microsoft Internet Explorer versions 7 and 8 support and bug fixes will only be provided for issues that are reproducible in Microsoft Internet Explorer version 9 the most recent stable version of Mozilla Firefox the most recent stable version of Google Chrome the Google Chrome Frame plug in for Microsoft Internet Explorer 6 or Apple Safari 5 1 x It should also be noted that the use of Internet Explorer version 9 is strongly recommended by Salesforce com over versions 7 and 8 version 6 is not supported All browsers must have JavaScript cookies and SSL 3 0 enabled A minimum screen resolution of 1024 x 768 is also strongly recommended however for the best possible user experience a screen resolution of 1280 x 800 or better is preferred Logging In To log int
216. te CSR half hourly meter readings etc Weekly Weekly meter readings inc 7 daily readings Figure 8 8 Source Items Selecting the Source Item Record Type Universal Pick this source item record type for all general purpose source items including Social and Economic source items and waste disposal This record type should also be used for source items that consist of individual half hourly meter readings i e one record for each half hour Other uses of this record type include use for non metered resources or for meter reading periods that are longer in duration than a week The mandatory fields required in the data file used for this source item record type are Source Date amp Time Source Key and Amount Daily Pick this source item record type when the source data consists of individual daily meter readings When choosing this record type 48 additional fields are optionally available for population with the half hourly meter readings for the relevant day if they are available The mandatory fields required in the data file used for this source item record type are Source Date amp Time Source Key and Amount The 48 optional fields are 00 30 01 00 01 30 02 00 02 30 and so on through to 00 00 If these values are created as text fields in your data file then the Import Wizard will automatically match them to the appropriate fields in the applicati
217. te Social Responsibility This dashboard displays information on Corporate Social Responsibility activities This dashboard includes the following charts as standard Volunteer Hours Over Time Quarterly Total volunteer hours presented on a line chart quarterly over time Use this chart to see the total number of hours volunteered on a quarterly basis Volunteer Hours by Division Total volunteer hours contributed by employees presented as a donut chart by business division Use this chart to see which divisions have been the largest contributors of volunteer hours Volunteer Hours by Geography Total volunteer hours contributed by employees presented as a pie chart by geographic region Use this chart to see which regions have been the largest contributors of volunteer hours Health and Safety Incidents Year on Year Total number of H amp S incidents presented as a side by side vertical column chart by month Use this chart to compare the number of incidents during the same month for successive years Health and Safety Lost Time Over Time Quarterly Total time in hours lost to H amp S incidents presented on a line chart quarterly over time Use this chart to see the total number of time lost to H amp S incidents on a quarterly basis 120 Go to Dashboard List Dashboard eee 9 Corporate Social Responsibility Holp for his Pag Last refreshed at 21 12 2011 16 14 View Dashboard Type here to search for a dashboard 7 Edit
218. tem button this is not the recommended approach for anything beyond low volumes as source item data volumes are usually substantial In addition a simple data entry module EasyCapture for non technical users is available EasyCapture is a separately licenced module for the CloudApps Sustainability Suite Use of a data import tool that is able to import external data files in CSV Comma Separated Values format is recommended The first row of the data file should contain field names that match the field name labels displayed in the application Important Data Import is a function that can only be performed by the System Administrator not the CloudApps Sustainability Administrator See Appendix A Data Import Tools amp Recommendation for details on how to install and access the data import tools along with recommendations on which tools to use in which circumstances The following fields are the recommended set not all are mandatory and some have default values available which are necessary to successfully enter or import source item data 72 Inputs Inventory Event The event selected will govern the processing of the source item into an appropriate inventory or inventories based on the posting rules contained in the agreement that is associated with the source Source Key Uniquely identifies the type of source item and the unit of measurement with its corresponding emissions factors for all 6 Kyoto protocol gasses If a De
219. that the goals are achieved Actual performance is calculated from the appropriate inventories and current period projections are made in order to provide early insight as to whether each goal is on track to be achieved Performance Performance Centres allow Sustainability data to be aligned to the business structure of an organisation Transforming and allocating the data from source structures into business structures provides for more effective control and management of the key sustainability indicators Performance Indicators Performance Indicators are automatically created and aligned to the periods within which the business is managed e g Fiscal Quarters and years Budgets can then be assigned to the Environmental performance indicators that need to be controlled and reduced whilst targets can be defined for Social and Economic indicators that have been targeted for increases These budgets targets are in turn aligned to the overall Sustainability Goals of the organisation ensuring that there is no disconnect between the operation of the organisation and the overall goals that have been set for the organisation Initiatives Sustainability Initiatives can be divided into two broad categories CSR Initiatives and GHG Reduction Programs Reductions Programs provide a mechanism for organisation s to reduce their carbon emissions energy consumption use of natural resources and disposal of waste Each reductions program targets a differen
220. the Administration tab in the main application this is only visible to users that have been granted the CloudApps Sustainability Administrator or System Administrator profiles The launch pad has been divided into five sections The first section at the top of the page contains the general administration tasks that can be performed in any order The second and third sections outline the inventory management and disclosure reporting processes showing the sequence of administration tasks required to manage and complete the Disclose stage of the sustainability journey The fourth and fifth sections outlines the goal alignment and performance management processes showing the sequence of administration tasks required to establish and maintain the Align stage of the sustainability journey X Administrator Launch Pad General Administration Application Units of Source Calculation Settings Categories Providers Measure Keys Engine w i a mw S p gt Inventory Management gt Disclosure Reporting gt Goal Alignment Process Damm mg mm en N a A gt Performance Management v Sustainability Momentum Pa ve Oa Oe TT Dm Figure 1 1 The Administration Launch Pad Each of these sections is described in further detail through the remainder of the Sustainability Administration section of this guide General Administration Prior to using the system for the first time the Sustainability Administrator will need to d
221. tiative Status Initiative Financials Initiative Life years This is the anticipated lifetime over which the initiative is expected to deliver its benefits This value should be entered in years Capital Cost Enter the capital investment required to implement the initiative 111 Annual Benefit Cost Enter the annual monetary benefit after the annual costs have been taken into account v Initiative Financials Initiative Life years 1 Capital Cost Annual Benefit Cost 120 000 res At ie CO i a ee OO a ee eeg Figure 12 5 Initiatives Initiative Financials GHG Reduction Initiatives Many initiative fields are common across both the initiative record types These common fields are described first Fields that are specific to only the GHG Reduction Initiative record type are described in the following record type sub section Initiative Financials Additional Fields Average tCO2 Savings per annum Enter the net savings in tCO2e emissions per annum gained as a consequence of implementing the reductions program Average kWh Savings per annum Enter the net savings in kWh of energy per annum gained as a consequence of implementing the reductions program Calculated Discount The Carbon Trust currently recommends that a 10 discount rate be used for all Reductions initiatives submitted to them For internal use enter a discount rate that reflects your organisation s criteria for return on investments NPV
222. to the field in order to select this performance centres parent centre Doing so will place the performance centre within a hierarchy of centres which is required for the rollup of performance indicator amounts and costs 102 Note Note that the parent centre must have been defined prior to this step 4M in order to be able to pick it here The maximum number of levels supported in a hierarchy is five Centre Type Performance centres may be of different types and these can be used to better categorise the centres scope and coverage as well as controlling the performance indicators that appear of the different types of centres if filtering by centre type is selected see below Filter by Centre Type Controlling the performance indicators that are displayed on a performance centre can be controlled by the centre type Selecting this option will ensure that only the performance indicators that have been specifically associated with the centre type will be displayed Period Duration Pick the length of the performance period Consistency across performance centres is recommended so that comparisons can be performed If KPI s are to be used on performance indicators then the period duration selected should be the same duration as is used for the associated goal i e the goal that is based on the same inventory as the performance indicator Description Use this field to provide a full description of the performance centre and t
223. to the following five major sections Renewables This section details the amount of electricity that has been generated and self supplied where a ROC FIT subsidy has been received Report Metrics Energy Supplies This section provides details of the core emissions excluding CCA exempt SGU s or Participant along with details of any other non core fuels Details are provided of the energy supplied in its original unit of measure along with the calculated tCO2 emissions 88 Subsidiary Emissions This section details the total emissions for the organisation and for each significant Group Undertaking Early Action Metrics This section provides details of the percentage coverage for either the Carbon Trust or equivalent Scheme and for the Automated Meter Reading AMR early action metrics CDP Carbon Disclosure Project Disclosures The Investor CDP 2012 Information Request contains three sections The first two sections Management Risks amp Opportunities questions 1 to 6 require descriptive and checkbox answers rather than specific emissions calculations These sections are not therefore calculated by the application The section of the CDP information request that requires the submission of emissions information is the section titled Emissions questions 7 to 15 Within this section the application calculates and reports answers for the following questions 7 4 8 1 8 2 8 3 8 8a 9 1a 9 2a 9 2b 9 2c 10 1
224. tt House main elect Include in Disclosure Da Disclosure CRC 2010 11 Disclosure Disclosure Group ABC Group Source Knevett House main electricity meter Supply Type GB 00 HH Metered Excluded Use Emissions Deductable Excluded Deductable Excluded 31 35 Use kWh 38 000 00 Use tC02 Figure 9 13 CRC Disclosure Sources Manual adjustment field Edit Mode Information Supply type The type of supply recorded on the original source Include in Disclosure Sources with this box checked will be included in the CRC Disclosure Some sources are automatically included whilst others Residual Sources can be manually added to the disclosure by checking this box CRC Emission Indicates Yes No whether this source is currently included in the disclosure as a CRC emission Organisation Emissions tCQ2 The Sources total tCO2 emissions within the criteria of disclosure criteria 84 Relevant Emissions tCO2 The Sources total tCO2 emissions minus any excluded use emissions domestic accommodation transport activities supply not for own consumption and premises outside the UK CRC Emissions tCO2 The Sources tCO2 emissions that are CRC regulated and included in the disclosure Disclosure Source Detail Edit ID Knevett House main electricity meter Include in Disclosure y Disclosure CRC 2010 11 Disclosure CRC Emission Yes Disclosure Group ABC Group Source Knevett House main electricity meter Organisation Emissions tCO2 1 243 2
225. turn to this screen Create a Disclosure Back Add EF K Omit EF K Save Definition gt Information Disclosure Definition Summary EF Bodies Custom Keys DEFRA EPA IPCC Types Fuel Electricity Biofuel Passenger Transport Additional Keys Omitted Keys Grid Rolling Average EF kgCO2 kWh Countries FR DE IT RU GB Europe Countries SA ZA TR Middle East amp Africa Countries AR BR CA MX US Americas weg A S TZ ENEE NEE E Di mg Dm mg gg Figure 3 6 Disclosure Reporting Fourth step Disclosure Definition Wizard Summary page with access to Add Omit EF Keys Once you have completed defining your disclosure criteria click the Save button to complete the Wizard process and save the disclosure definition 32 Disclosures Definition amp Calculation See the Information Disclosures section of this guide for details defining and calculating Disclosures This task should be performed by the Sustainability Administrator Dashboards Click on the Dashboards icon from within the Disclosure Reporting section of the Administration Launch Pad to see the most recently viewed Dashboard then select either the CDP or CRC Emissions Disclosures dashboard from the View Dashboard pull down as required Click on the name of Disclosure Dashboard hyperlink to view the disclosure dashboard See the Dashboards and Reports section of this guide for further details on viewing and modifying Dashboards 33 Go
226. udApps Sustainability Suite provides a mechanism for recalculating the GHG emissions using updated emissions factors Updated emission factors are made available from time to time via the CloudApps central Source Key Exchange The CloudApps Sustainability Administrator can see when Keys have been revised by reviewing the revision numbers on the Source Key Clusters screen as described in the previous section Once the keys containing updated emission factors have been loaded into your application you will need to determine whether any of the GHG emission factors for your source data need to be recalculated Please review the relevant documentation from the applicable regulatory body in order to determine if this is necessary To recalculate GHG emissions click on the Calculation Engine icon from within the General Administration section of the Administration Launch Pad From the GHG Emissions Calculation home page click on the 19 Recalculate GHG Emissions button to perform the recalculation on all source items within the application Important CloudApps Sustainability Administrator profile U Recalculating GHG Emissions can only be performed by a user with the The console will display the status of this task which is run in the background Under normal circumstances the task will initially have a status of Queued then move to Processing and finally the status should show as Completed Processing of the task will be split into batches wit
227. ulates period totals this operation can be performed manually by the Sustainability Administrator or scheduled for periodic calculation Base Period Use this field to designate one of the goal periods as being the Base Period for the goal When the baseline calculation is performed the goal itself will be updated with detail of the base periods absolute amount and also the intensity value if applicable Budget Target Absolute Enter the budget target for this period as an absolute amount i e not an amount per intensity unit if one has been defined Note Budgets Targets can also be defined by dragging the light blue bars on the goal periods comparison chart Budgets from previous periods can only be edited via the field on the record Numbers will be rounded for convenience Intensity Value If the goal in question has been set up to use a KPI use this field to enter the intensity value for unit specified in the intensity unit field Doing so will enable performance comparisons via the KPI for each period A number of display only fields are provided for each goal period allowing a detailed analysis of each period s performance against the baseline the budget target and the projected performance The most commonly referenced fields are provided in the Goal Period related list on the Goal summary page A description of each of these fields is provided below Start Date The first day of the period End Date The last day o
228. unch Pad which will then display the Categories home page 1 Clicking on the New button in the Recent Categories list will initiate the process for defining a new category 2 From any Category view you can click the New Category button to initiate the process for defining a new category 3 When viewing an existing category from the categories details page you can click the Clone button This will create a cloned copy of the currently viewed category enabling changes to be made and then saved as a new category When creating a new category you will be required to pick the category record type Choose the appropriate record type for the type of category you are creating 11 New Category vu Select Category Record Type Select a record type for the new category To skip this page in the future change your record veh Select Category Record Type Record Type of new record Geography Continue Cancel Available Category Record Types Record Type Name Description wn V VET a un P e a Va S Asset Categorisation by Asset or Asset Type Centre Type Categorisation used to define different types of Performance Centres Division Categorisiation by Business Division i e Retail Wholesale Distribution Facility Categorisiation by Facility i e Manufacturing Facility Building Campus Geography Categorisiation by Geographic Region Boundary i e State Country Usage Categorisation by Use i e Employee Commuting Busin
229. uoride SF6 and two groups of gases hydroflourocarbons HFCs and perfluorocarbons PFCs as defined in the Kyoto Protocol which came into force on the 16 February 2005 15 In addition to the emission factors themselves the key also includes details of the scope unit of measure type plus three additional levels of sub typing and the origin i e source of the emission factors All of this additional information is carried across to each source item that uses the appropriate source key Select the Source Keys icon from within the General Administration section of the Administration Launch Pad to display the Source Keys home page This will display a list of the Bodies which collects together a set of keys containing information including emissions factors that have been published by that organisation body Click on the name of the Body which is a hyperlink to display a list of the keys supported by the application along with the conversion factors in use for calculating CO2 CH4 CO2e N20 CO2e HFCs CO2e PFCs CO2e SF6 CO2e and Total GHG CO2e emissions v Bodies Name DEFRA DCCEE ECAN CRC IEA EPA Custom Keys IPCC Source Key Exchange New Body Li EI T E Tan Wi fen ger D TE eg hata ff ww gg weg ggf A Figure 1 8 General Administration Bodies Loading Source Keys from the Source Key Exchange Before you can begin loading source data you must either create your own custom keys or load keys from the
230. uplift for UK CRC Disclosures Total Cost Entering the cost actual or estimated will enable the financial costs to be rolled up and summarised on Performance Periods Cost Type Indicate whether the cost entered is an Actual or Estimated cost Selecting Calculated in this field will populate the total cost field with a calculated value based on the unit cost held on the Source Key Note Note that Amount Date amp Time and Source Key are mandatory 4 fields When importing data via the Import Wizard record type is not a required column in your data file For data loads via external tools the record type will need to be specified as a column in the data file This record type column must contain the record type ID not the name which will need to be determined by the System Administrator or the CloudApps Sustainability Administrator 73 The following section describes each of the source item record types Source Item Record Types When manually creating Source Item records via the UI you will be required to pick the Source Item Record type The section shows the screen listing these record types and is followed by a detailed description of each Select Source Item Record Type of new record Continue Cancel Available Source Item Record Types Daily Daily meter readings inc 48 half hourly readings Transport Passenger or Freight transport source items Universal General purpose including Was
231. ur organisation s performance For example you could allocate the same sources into a geographic performance centre hierarchy and also into a product line hierarchy To process source allocations click on the Allocation Engine icon from within the Performance Management section of the Administration Launch Pad This will display the 42 home page for Processing Source Allocations From here you will be able to process all allocations or just the allocations for one or more individual sources v Information The Allocation Engine processes all active Source Allocations These Source Allocations provide a means of allocating any percentage of an Inventory into Performance Indicators within Performance Centres and Periods Performance Centres provide the flexibility and granularity necessary to allocate anything that you are measuring into the structures of your organisation e g Geographies Departments Employees Buildings Product Lines etc This alignment of inventories and emissions to your organisation structure allows better ownership and alignment to corporate goals management of budgets and or targets as well as the ability to make comparisons via Key Performance Indicators KPI s Source Allocations provide the flexibility for Inventories to be allocated across multiple Performance Centres by date range and by percentage As an example the inventory of GHG emissions from a source such as an electricity meter in a building can be allocat
232. urces to providers will enable reporting and analysis by provider Default Reading Type The Default Reading Type will be applied to all source item records where a value has not been supplied Estimation Technique For sources that have estimated readings select the technique that has been used to estimate the bill Non Metered Resources This source record type is used to define a source that is not metered This record type should be used for unmetered fuels e g diesel used for generators Supplementary Information Default Reading Type The Default Reading Type will be applied to all source item records where a value has not been supplied Estimation Technique For sources that have estimated readings select the technique that has been used to estimate the bill Provider Enter the name of the Provider i e the Supplier Clicking the search icon next to the field name will open a lookup window enabling a search of the available Provider names Linking sources to providers will enable reporting and analysis by provider Passenger Transport This source record type is used to define a source that contains details of passenger transport journeys This record type should be used to record details of employee business expenses and other similar passenger transport details Freight Transport This source record type is used to define a source that contains details of freight transport journeys 71 Note Note that there are
233. ures both those that have been submitted and those that are still in process The carbon emissions data is displayed in tCO2e as required by the Carbon Disclosure Project This dashboard includes the following charts as standard CDP Disclosures Submitted Total GHG tCO2e emissions displayed for each CDP disclosure that has been submitted The information is presented as a vertical bar chart by disclosure Use this chart to compare submitted CDP disclosures over time CDP Disclosures by Geography Last Year Total GHG tCO2e displayed by geographic region for the last years submitted CDP disclosure The information is presented as a donut chart by geography Use this chart to compare the carbon emissions between geographies in last year s submitted disclosure CDP Disclosure by Scope Last Year Total GHG tCO2e emissions displayed for last years submitted disclosure The information is presented as a donut chart by scope within each disclosure Use this chart to analyse changes in composition between scopes in last year s submitted disclosure CDP Disclosures in Progress Total GHG tCO2e emissions displayed for each CDP disclosure that is in progress The information is presented as a side by side vertical bar chart by disclosure Use this chart to compare in progress CDP disclosures over time CDP Disclosures by Division Last Year Total GHG tCO2e displayed by business division for the last years submitted CDP disclosure The informat
234. urve for displaying selected reductions initiatives Clicking on the name of an initiative which is a hyperlink will take you to a detail page displaying further details of the individual initiative Marginal Abatement Cost Curves Marginal Abatement Cost Curves MACCs are widely accepted as the best way to analyse the benefits and costs associated with CO2 reduction initiatives In addition to looking at reduction initiatives from a straight Return On Investment ROI perspective MACC s also take into account the total amount of CO2 emissions reduction and the cost of purchasing CO allowances For these reasons CloudApps Sustainability Suite implements Marginal Abatement Cost Curves as a mechanism for evaluating the cost and the impact measured in emission reductions of GHG reduction initiatives Initiatives Home v Marginal Abatement Cost Curve 1 D Cost of Carbon per tonne I Marginal Abatement Cost Install Heat Recovery Units for all Facilities J Total Carbon saving tCO2 22 265 00 Cost of the saving per tCO2 3 23 Cost of saving a tonne of carbon per tonne Carbon Saved tonnes of CO2 L mtt Weg af N a OT ae NNO N 109 Figure 12 1 Initiatives Marginal Abatement Cost Curve Positioning your mouse pointer on any of the steps on the MACC chart will reveal the name of the Initiative to which it applies as show above Note Note that the MACC chart will only be displayed if there
235. vered under the Kyoto protocol also the scope and origin of the information Sustainability Initiative A program of work that is implemented by an organisation with the goal of reducing the amount of greenhouse gas emissions it produces Sustainability Journey A methodology to help organisations to recognise communicate and maximise the value of their carbon assets System Administrator The user s that have overall responsibility for administering the CloudApps Sustainability Suite i e setting up users managing profiles and importing data Unit of Measure Units used in conjunction with Source Keys that identify the unit that an amount is being measured in i e tonnes kWh hours etc 137
236. vided within each Key Body and click the Edit hyperlink to enter a value in the common currency defined for your organisation Editing a key loaded from the Source Key Exchange will display the following page 17 Source Key Edit gt Guidelines v Standard Key Details Unit Cost re Save Cancel f Figure 1 10 General Administration Source Key Unit Cost In addition to being able to edit keys it is also possible to delete keys that are not being used To delete a Source Key drill into the appropriate Key Body to display a list of all Source Keys contained within that body Within the action column two options are available Edit and Del Clicking the Del link will delete the Source Key providing it is not currently in use If it is in use an error message will be displayed indicating which Source or Sources are using that Source Key Maintaining Custom Source Keys Organisations wishing to create and use their own source keys can do so by defining custom source keys with if appropriate their own emission factors Custom Source Keys can either be added to an existing Key Body or a new Body can be created in order to group them together To create a new Key Body click the New Body button on the Source Keys home page Once you have named and created a Key Body click the New Source Key button to create a new Key along with its corresponding tagging information and emission factors if appropriate It is recom
237. wance for each tonne of carbon if the reduction were not implemented To set the current cost of purchasing carbon allowances enter the value in the currency your organisation is using across its implementation in the Cost of Carbon Allowances parameter field Source Key Exchange Source Keys provide a means of tagging source data with type and several levels of sub type information with emissions factors for Kyoto Protocol GHG s and also costs Source Keys must either be created or loaded before any source data can be entered or imported into the application To help with this process CloudApps maintain an optional central facility for publishing Source Keys containing a broad variety of worldwide greenhouse gas emission factors from several bodies e g the US Environmental Protection Agency EPA UK Department for Environment Food and Rural Affairs DEFRA International Energy Agency IEA Intergovernmental Panel on Climate Change IPCC Australian Department of Climate Change and Energy Efficiency DCCEE and factors from the Canadian National Inventory Report Before the CloudApps Source Key Exchange can be accessed the Client ID and Client Secret provided by CloudApps to your administrator must be entered Further security authorisation will be required when first attempting to access the Source Key Exchange Following successful authentication the Client ID and Client Secret entered here will be used to maintain API access betwee
238. within Performance Centres The segmentation of Goals into periods of time i e a month quarter or a year that contain period amounts calculated from inventories and budgets targets for that period 134 Half Hourly Meter HHM HFCs IEA Inventory Inventory Balance Inventory Entry Inventory Event IPCC ISO Information Disclosure Key Body KPI Kyoto Protocol Marginal Abatement Cost Curve MACC Meter Point Administration Number MPAN Meter Point Reference Number MPRN N20 Organization Performance Centre Performance Indicator A meter supplying electricity settled on the half hourly market where the average peak electricity demand over the three months of highest consumption exceeds 100kW during a 12 month period Hydroflourocarbon gases International Energy Agency A master definition for each distinct type of inventory The parent object for multiple Source Inventories of the same inventory type i e Electricity Total GHG Emissions Volunteer Hours H amp S Incidents etc Maintains a monthly balance within each Source Inventory Maintains an entry for an individual posting to a Source Inventory A label used to indicate to the posting engine which posting rules within an Agreement should be applied when posting the Source Item into the appropriate Inventory Intergovernmental Panel on Climate Change International Standards Organisation The mechanism for disclosing an organisat
239. within geographic region to provide comparison of the scope mix between different regions Energy Consumption by Division Current Year Total energy for the current year presented as a list by business division Energy Consumption by Facility Current Year Total energy for the current year presented as a list by facility Energy Consumption by Asset Total energy for the current year presented as a stacked vertical bar chart by asset The bar chart is further segmented by scope to provide comparison of the scope mix between different assets amp Dashboard Help for this Page Q 63 Energy Consumption Go to Dashboard List Last refreshed at 21 12 2011 16 14 View Dashboard Type here to search for a dashboard m Edit Clone Refresh Y Viewing dashboard as Free Trial Admin Energy Consumption Energy Consumption by Scope Energy Consumption by Type d Year on Year Current Year Current Year j 1 5 d S o kg a 0 5 E j amp E S S A d i os Ee e F e S dg ZZ ZS s 0 2 8 10 Occurrence B kWh Millions kWh Millions d Calendar Yea Scope Subtype E Australi CTS EG W Natural mCY2010 mcy2011 EScope 1 Bacope 2 a Netheriende a x a us ge Energy Consumption by Type Energy Consumption by Geography Energy Consumption by Division Over Time Quarterly Current Year Current Year 25 6 Division kWh a ZE Corporate 485K Sales 13 1M 15 a KE EN Ge SS d S S 05 f D S PP PP LS HN HD LN YQ YO Y
240. y By Significant Group Undertaking 250 100 100 Last Year 100 e 200 8 80 P S 5 5 otal 2 150 3 f Z O 60 S 9 DE 100 E wx 5 SS E a 50 3 S 100 GH 20 Sum of CRC Emissions tC02 Disclosure Group Disclosure Group Name 0 f 0 f Sustain Intemational cyY2009 cyY2010 cY2009 CY2010 Date From ate From CRC Disclosures In Progress CTS Coverage History AMR Coverage History 10 Ki 250 Sum of CRC Emissions tC02 z a B o o o L o cY2009 CY2010 Date From Disclosure Disclosure Name Sum of CTS or equivalent Scheme Coverage 2 Sum of Voluntary AMR Coverage E 0 0 0 0 0 T d 0 T ECRC 2009 10 Trial Disclosure CRC 2010 11 Trial Disclosure cY2009 CY2010 CcY2009 CY2010 D bg tegen mg gegen Leg em Zeg D Leen E D E mn A Figure 13 10 Dashboards CRC Emissions Disclosure Data Quality Dashboard The purpose of this dashboard is to help the Sustainability Administrator understand the overall quality of the information stored in Electricity and Gas Meter Sources This dashboard includes the following charts as standard Data Quality Electricity Readings Equal To Zero A record count of Source Items for Electricity Meters where the amount recorded reading is zero for the current and previous calendar year Use this chart to assess the quality of Electricity Meter readings Data Quality Electricity Readings Less than Zero A sum of th
241. y voluntarily installed AMR s 83 v Early Action Metrics CTS or equivalent Scheme 0 00 Voluntary AMR Eligible Supply 1 351 375 00 d CO tco2 Voluntary AMR Consumption 1 351 375 00 tco2 i ee es Gg wl gege 3 oO ae a wg mg mm a AAA Aa Figure 9 12 CRC Disclosure Groups Early Action Metrics CRC Information by Disclosure Sources Disclosure Sources summarise the Source information that meets the disclosure criteria A summary of the Sources that have been included in the disclosure can be seen in the Disclosure Sources related list on the main Disclosure page To view the details of each Disclosure Source click on the Disclosure Sources name displayed as a hyperlink in the Disclosure Sources related list The resulting Disclosure Source detail page contains all the information applicable to a disclosure of that Source The majority of this information is for display only however there is one field which can be edited in order to record how much energy from an electricity source meter has been consumed for a CRC excluded use Excluded Use Emissions Deductible Excluded Use kWh Enter a manual adjustment to record the amount of energy electricity in kWh that has is to be deducted from this source as it has been consumed for a CRC defined excluded use domestic accommodation transport activities supply not for own consumption and premises outside the UK Disclosure Source Edit Save Cancel Information ID Kneve
242. ysis and reporting There are several ways that you can define a new source in the application 1 From the Sources home page clicking on the New button in the Recent Sources area will initiate the process for defining a new source 2 From any view you can click the New Source button to initiate the process of defining a new source 3 When viewing an existing source from the source detail page you can click the Clone button This will create a cloned copy of the currently viewed source thus enabling you to make changes to the cloned copy and then save the modified information as a new source 4 By importing the source definition from an external data file External data files must be in CSV Comma Separated Values format with the first row of the data file containing field names that match the field names used by the application Important Data Import is a function that can only be performed by the System ey Administrator not the CloudApps Sustainability Administrator See Data Import Tools amp Recommendation in the Appendix for details on how to install and access the data import tools along with recommendations on which tools to use in which circumstances When defining a new source via the user interface you will be required to select the source record type Select one of the six source record types from the picklist and then click Continue 65 Select Source Record Type Record Type Electricity Metere

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