Worksheet

Energy Metering & Submetering Setup Worksheet

Interactive worksheet to plan, prioritize, and record candidate meters and submeters. Captures location, equipment, meter purpose, duty cycle, measurement interval, tag naming, KPI mappings, quick‑win audit checks, estimated savings and costs, ownership, priority, and installation notes. Responses are saved so teams can track, compare, and act.

Interactive Tool

Energy Metering & Submetering Setup Worksheet

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

Name of the plant, building, or campus where the meter will be installed.
Where exactly in the site (e.g., Line 2 – Injection Molding, Boiler Room, Compressors Area). Use your site hierarchy if available.
Name of equipment or system being metered (e.g., Oven #3, Air Compressor Bank A).
Asset or CMMS ID if available. Helps connect meter to master asset data.
Select all that apply.
Why are we installing this meter? Choose the main driver.
Where exactly will the sensor/meter be installed (e.g., incoming MCC feeder #3, downstream of VFD, compressor manifold). Include orientation, phase, and conduit access if known.
Suggested tag name using your standard format (e.g., SITE-LINE-EQP-MTR01). Good naming prevents hidden waste and makes dashboards reliable.
How the equipment runs relative to production.
Select the minimum data resolution needed to detect the change you care about.
Typical operating range (e.g., 2–50 kW, 0–500 CFM). Helps choose sensor/meter specs.
Which KPIs will this meter feed? Select all that apply.
Common operational fixes that often produce fast measurable savings. Check ones to include in the quick audit.
Number of days of measurements to establish a baseline (typical 7–30). Longer for seasonal variability.
Enter your best estimate of annual energy savings identified for this opportunity. If unknown, leave blank and capture after baseline.
Estimated annual monetary savings associated with the energy reduction.
Rough order of magnitude cost for metering and any control changes needed.
1 = low confidence (hypothesis), 5 = high confidence (measured & verified).
1.0 10.0
(Manual) Divide estimated_installation_cost by estimated_annual_cost_savings. This field is for your note; calculations are not automatic here.
Name of the person accountable for verification and handoff after installation.
Role of owner to help assign responsibility.
Use priority to help schedule installations.
If known, who will perform the installation or commissioning.
Target date or quarter. Use YYYY-MM-DD or Q notation.
How will savings be verified? Include baseline method, measurement intervals, acceptance criteria, and who signs off.
List specific meter models, CT ratios, transmitter specs, communication method (BACnet, Modbus, MQTT), and power requirements.
Select approvals that may be required before installation.
If a budget code exists, include it to speed procurement and approvals.
Physical constraints, access windows, required shutdowns, or other installation details.
Anything else to capture: hazards, interlocks, control dependencies, or expected obstacles.
If you store spec sheets, photos, or quotes in a file system or wiki, paste a link or reference here.
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