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Energy Baseline Data Collection Worksheet
Blank worksheet for recording energy readings, meter boundaries, operating drivers and data-quality issues. Baseline calculations and normalization are performed separately.
This Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
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Learning
How to use this template
When you need it
Use before evaluating energy improvements or comparing operating periods. Establish the baseline while meter boundaries, operating conditions and historical data quality can be verified, then review it after material facility changes.
What it helps you decide
The worksheet makes an energy comparison interpretable by connecting consumption with measurement boundaries and operating drivers. It prevents lower activity or estimated billing from being presented as demonstrated efficiency improvement.
How to complete it
Define Meter / boundary and Period for each energy carrier. Identify overlapping meters, exports and unmetered consumption before combining readings into a baseline dataset.
Record Energy / unit, Data source and Quality issue, distinguishing readings from estimates. Document meter changes and missing periods without silently replacing data.
Identify Operating drivers and a reviewed Normalization reference. State Comparability limits; baseline calculations and any savings assessment belong in a separately checked model.
Who prepares and reviews it
An energy or facilities engineer prepares the record with meter custodians and production-data owners. A competent analyst reviews normalization separately; the asset owner approves the comparison basis and any subsequent performance claim.
A mistake to avoid
Attributing every reduction in consumption to the project ignores production, weather or operating-hour changes that may explain the observed difference without improved efficiency.
Illustrative example
Illustrative example: a factory's electricity bill falls after an equipment upgrade, but production also declines. The worksheet records meter boundaries, actual readings and output data for both periods. An analyst evaluates comparability before the owner decides whether the available evidence supports an efficiency claim.