MEP: Information Gathering - Tools and Examples

This section provides a selection of useful templates, tools and guidance presentations related to the information gathering stage.

This includes supporting onsite visits and site surveys to collect, capture and verify information. A site baseline estimator is also provided, which is useful where detailed information may not yet be available until additional sub-metering arrangements are in place.

While this section provides details of the types of information which should be collected from a complex site, it is equally applicable for smaller sites comprising a single building (although the source of information may be accessed in a different way – i.e. from a central repository rather than located onsite).

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Resources

Field team guidance and tracking

Example field team documents from the MEP programme.

Chevron
pdf-doc

Information gathering scope of work

excel-doc

Decarbonisation planning - information gathering site progress tracker

Site visits

Suggested site visit checklists and templates.

Chevron
pdf-doc

Site survey agenda for information gathering

pdf-doc

Site visit checklist for plant rooms

pdf-doc

Site visit checklist for electrical assets

pdf-doc

Site visit checklist for buildings

excel-doc

Site information gathering template

excel-doc

Energy Consumption template

Producing site maps

Tips and guides on how to create site maps, which may support presentations through better visulisation.

Chevron
pdf-doc

Methodology for creation of site maps in QGIS

pdf-doc

Site visualisation summary template

pdf-doc

3D QGIS mapping

Capturing data

Guides and templates to aid in capturing data during the discovery stage to support future design and smart energy data management.

Chevron
excel-doc

Sub-metering installation assessment tool for Smart energy data management

pdf-doc

Sub-metering installation guidance for Smart energy data management

pdf-doc

Sub-metering installation (example)

Estimating baseline and business as usual (BAU) site demand

Guides and models to estimate the baseline energy demand and usage across a site, for use where granular half hourly energy data is not available.

Chevron
pdf-doc

Introducing site energy use and producing demand profiles

pdf-doc

Business as usual energy forecasting

excel-doc

Benchmark estimator - electricity and gas data

excel-doc

Half-hourly energy consumption benchmarks

excel-doc

Site energy demand estimator

pdf-doc

Site energy demand estimator technical notes

pdf-doc

Site energy demand estimator output guidance

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