Energy Savings Project Planner

{ "Title": "Energy Savings Project Planner", "IntroductionHtml": "

Use this planner to scope, cost, assign ownership, and set a measurement plan for energy savings opportunities so audit items become sustained, auditable savings rather than one-off suggestions.

Fill the fields you know now and return to update estimates, metrics, and verification results as the project progresses.

", "SubmitLabel": "Save Project Plan", "SuccessMessage": "Project plan saved. You can return to edit details, export the plan, or link it to site collections and monitoring dashboards.", "DataType": "energy_savings_project_plan", "SchemaVersion": "1.0", "Fields": [ { "Key": "project_title", "FieldType": "text", "Label": "Project title", "HelpText": "Short descriptive name (e.g., 'Compressed air leak repair - Line A').", "Required": true }, { "Key": "site_location", "FieldType": "text", "Label": "Site / Area", "HelpText": "Plant, building, floor, or production area where the project applies.", "Required": true }, { "Key": "project_owner", "FieldType": "text", "Label": "Project owner", "HelpText": "Person responsible for implementation and tracking (name and role).", "Required": true }, { "Key": "stakeholders", "FieldType": "textarea", "Label": "Key stakeholders", "HelpText": "List teams and people who should be informed or who must approve (Maintenance, Operations, Sustainability).", "Required": false }, { "Key": "project_summary", "FieldType": "textarea", "Label": "What is the opportunity?", "HelpText": "Describe the issue, recommended action, and which systems/processes are affected.", "Required": true }, { "Key": "baseline_metering_needed", "FieldType": "yesno", "Label": "Is baseline metering needed?", "HelpText": "Does this project require temporary metering or data collection to quantify savings?", "Required": true }, { "Key": "baseline_metering_plan", "FieldType": "textarea", "Label": "Baseline metering plan", "HelpText": "If yes, describe meters, sensors, locations, expected duration, sampling frequency, and who will collect data.", "Required": false }, { "Key": "baseline_metering_period_days", "FieldType": "number", "Label": "Baseline metering period (days)", "HelpText": "Typical baseline durations: 7, 14, 30 days depending on variability.", "Required": false, "Min": 0 }, { "Key": "quick_wins", "FieldType": "textarea", "Label": "Quick-win actions", "HelpText": "List low-cost or no-cost actions that can be implemented quickly (e.g., schedule tuning, setpoint changes, housekeeping).", "Required": false }, { "Key": "project_type", "FieldType": "select", "Label": "Project type", "HelpText": "Choose the dominant type of work.", "Required": true, "Options": [ { "Value": "capital", "Label": "Capital (equipment, retrofit)" }, { "Value": "operational", "Label": "Operational change (schedules, SOPs)" }, { "Value": "controls", "Label": "Controls / Automation" }, { "Value": "behavioral", "Label": "Behavioral / training" }, { "Value": "other", "Label": "Other" } ] }, { "Key": "estimated_annual_energy_savings_kwh", "FieldType": "number", "Label": "Estimated annual energy savings (kWh)", "HelpText": "Best estimate based on baseline or engineering calculation.", "Required": false, "Min": 0 }, { "Key": "estimated_annual_cost_savings", "FieldType": "number", "Label": "Estimated annual cost savings (local currency)", "HelpText": "Enter annual monetary savings (e.g., electricity cost saved).", "Required": false, "Min": 0 }, { "Key": "estimated_co2_reduction_tonnes", "FieldType": "number", "Label": "Estimated CO2 reduction (tonnes/year)", "HelpText": "Optional. Use site emission factor if available.", "Required": false, "Min": 0 }, { "Key": "estimated_project_cost", "FieldType": "number", "Label": "Estimated project cost (local currency)", "HelpText": "Include materials, labour, and any contracted engineering or installation.", "Required": false, "Min": 0 }, { "Key": "simple_payback_years", "FieldType": "number", "Label": "Simple payback (years)", "HelpText": "Optional: simple payback = Estimated project cost / Estimated annual cost savings. Enter value or leave blank to calculate externally.", "Required": false, "Min": 0 }, { "Key": "measurement_metrics", "FieldType": "checkbox", "Label": "Measurement metrics (select all that apply)", "HelpText": "Which metrics will you collect to verify savings?", "Required": true, "Options": [ { "Value": "energy_kwh", "Label": "Energy (kWh)" }, { "Value": "peak_kw", "Label": "Peak demand (kW)" }, { "Value": "runtime_hours", "Label": "Runtime / operating hours" }, { "Value": "temperature", "Label": "Relevant process temperature" }, { "Value": "throughput", "Label": "Production throughput" }, { "Value": "other_metric", "Label": "Other (describe below)" } ] }, { "Key": "other_metric_description", "FieldType": "textarea", "Label": "Other metric description", "HelpText": "If you selected 'Other', describe the metric and units.", "Required": false }, { "Key": "measurement_frequency", "FieldType": "select", "Label": "Measurement frequency", "HelpText": "How often will measurements be recorded or summarized?", "Required": true, "Options": [ { "Value": "real_time", "Label": "Real-time / continuous" }, { "Value": "daily", "Label": "Daily" }, { "Value": "weekly", "Label": "Weekly" }, { "Value": "monthly", "Label": "Monthly" }, { "Value": "quarterly", "Label": "Quarterly" } ] }, { "Key": "monitoring_plan", "FieldType": "textarea", "Label": "Monitoring & verification plan", "HelpText": "Describe how data will be collected, tools or dashboards used, analysis methods, and acceptance criteria for verified savings.", "Required": true }, { "Key": "verification_owner", "FieldType": "text", "Label": "Verification owner", "HelpText": "Person responsible for validating and reporting measured savings.", "Required": true }, { "Key": "verification_start_date", "FieldType": "text", "Label": "Verification start date", "HelpText": "Planned date to begin verification (YYYY-MM-DD).", "Required": false }, { "Key": "expected_implementation_date", "FieldType": "text", "Label": "Expected implementation date", "HelpText": "Planned go-live or completion date (YYYY-MM-DD).", "Required": false }, { "Key": "risks_and_barriers", "FieldType": "textarea", "Label": "Risks, barriers, and dependencies", "HelpText": "List things that could block implementation or measurement (permits, capital approval, conflicting projects).", "Required": false }, { "Key": "success_criteria", "FieldType": "textarea", "Label": "Success criteria", "HelpText": "How will you know the project succeeded? (e.g., >= X kWh/year, payback < Y years, sustained change observed for Z months).", "Required": false }, { "Key": "follow_up_actions", "FieldType": "textarea", "Label": "Immediate next actions", "HelpText": "Concrete next steps, owners, and target dates (e.g., 'Order sensors - Maintenance - 2026-10-05').", "Required": false }, { "Key": "approvals_required", "FieldType": "checkbox", "Label": "Approvals required", "HelpText": "Select approvals needed for this project.", "Required": false, "Options": [ { "Value": "plant_manager", "Label": "Plant manager" }, { "Value": "maintenance_manager", "Label": "Maintenance manager" }, { "Value": "operations_manager", "Label": "Operations manager" }, { "Value": "sustainability_lead", "Label": "Sustainability / EHS" }, { "Value": "finance", "Label": "Finance / Capex" } ] }, { "Key": "approval_notes", "FieldType": "textarea", "Label": "Approval notes / sign-off names", "HelpText": "Record sign-off names, dates, or links to formal approval documents.", "Required": false } ] }