T2605 Appendix 2 - Technology Capabilities 12.19.24~1.docx

APPENDIX 2 – TECHNOLOGY CAPABILITIES

Instances where Appendix 2 and the main body of the RFP conflict, the terms of the RFP will prevail.

Testing and commissioning Prior to hand-off, the technology provider will fully commission all data acquisition and communications systems, and analytical functions supported by the technology. The provider will document the test and assurances that were conducted, and will make this documentation available to the State.

Section 4.1.1 – Utility Invoice Payment and Data Management

A. Utility billing management

1) Billing data input

a. The technology will provide the capability to upload utility billing data (i.e., electricity, gas, steam, water) in typical file formats, such as .csv and .xlsx.

b. The technology will provide the capability to import utility billing data directly from utility providers.

2) The technology will record all relevant utility bill details including total usage, cost, credits/adjustments, demand charges, etc.

3) The technology will provide the capability to allocate and totalize utility costs for each calendar month.

4) The technology will provide the capability to allocate utility costs to different tenants or occupant groups sharing a building, to enable recharges and tenant billing.

5) Utility bill validation

a. The technology will identify late, missed, or incorrect bills.

b. The technology will identify when a payment has been erroneously posted or applied to the wrong account.

c. The technology will check for energy use, demand, price, and cost to detect potential billing errors.

d. The technology will automatically notify a designated user when errors are identified.

B. Utility budgeting

1) The technology will provide the capability to forecast future energy use and utility costs for a facility and/or entire portfolio using historical consumption, with the option for floor area, space or use type - as in the U.S. Environmental Protection Agency’s Portfolio Manager or the Commercial Building Energy Consumption Survey [CBECS]), changes in occupancy, operating hours, and rate escalations.

2) The technology will chart and report energy costs against budget, indicating surplus/deficit.

3) The technology will include specific utility tariffs for energy cost and demand calculations.

Section 4.1.2 – Support Services and Analytics

A. Energy consumption tracking

1) Energy data inputs from Utility

a. The technology will be able to upload and store a minimum history of 15 years (if available) of energy use or other data from standard spreadsheet or text file formats.

b. The technology will have the capacity to store at least 10 years of data for analysis, reporting, and visualization.

c. The technology will have the ability to parse out data cluster displays into coincident time intervals.

2) Data quality checking

a. The technology will provide data validation to detect quality issues such as gaps, spikes, and flat-lines, and will provide an option or service to automatically fill and/or correct data.

b. The technology will provide customizable notification schemes for data quality alerting.

3) Energy costs tracking

a. The technology will calculate and provide visualizations of energy costs using estimated (blended) flat rates.

4) Energy unit conversion

a. The technology will have the ability to normalize the data according to factors that are known to affect energy consumption, such as floor area, number of occupants, heating degree days, and cooling degree days.

b. The technology will have the capability to convert, display, and report energy use in equivalent environmental metrics.

B. Energy performance analysis

1) Time series load profiling

a. The technology will provide plots of unlimited periods of interval energy usage versus time.

b. The technology will provide options to select the time period and data points that are plotted.

c. The technology will allow multiple user-selected data points to be plotted on a single chart or graph.

d. The technology will allow users to annotate charts and displays with key events, and will store those annotations.

2) Cross-sectional benchmarking

a. The technology will allow the user to create “peer groups” and will rank buildings by a performance index.

b. The technology will integrate with the ENERGY STAR Portfolio Manager via WebServices to automatically upload energy and water consumption data to State Facility Portfolios on a monthly basis.

c. The technology will produce ENERGY STAR scores and Energy Use Intensity (EUI) scores for user-selected buildings in the Solution.

d. The Participant shall setup the facility profile and share the profile with the Contractor. Following the linkup, the Contractor shall set up an automatic monthly utility data transfer for the facility.

e. The technology will provide a monthly Energy Star Performance Report showing enrolled Participants, building name, facility name, division, department and rating data, including weather normalized source Energy Use Intensity (EUI).

f. The technology will provide reports showing trend analysis of energy use and exception reports of errors, time overlaps, and/or data gaps.

3) Longitudinal benchmarking

a. The technology will provide the ability to compare the energy usage and/or costs in a fixed period (day/week/month/year) for a building, system, or equipment component against past and/or predicted performance of the same period length.

4) Heat map visualization

a. The technology will provide heat maps of energy consumption, color coding the magnitude of the metered energy usage for a user-selected time period of historic data.

5) Baseline energy consumption modeling

a. The technology will characterize and predict the typical or expected energy usage based on key drivers such as weather (degree days/outside air temperature), occupancy, time of day/week, and other variables. The baseline will be used for energy savings calculations, near-future load predictions, energy use comparisons, and energy anomaly detection.

6) Building energy dashboard

a. The vendor will provide an operator-facing or energy manager-facing configurable dashboard display to view aspects of building energy performance.

b. The Proposer will provide all necessary hardware, software, and connectivity for dashboards.

C. Energy efficiency project management

1) The technology will provide the capability to log and track the status of energy efficiency projects (e.g., start, ongoing, finish), and descriptions of measures and expected savings.

2) The technology will provide measurement and verification capabilities in accordance with the International Protocol for Measurement and Verification or other industry standards.

3) The technology will provide the ability to express savings as a total, for a given pre- and post- period, or as a running, cumulative aggregated total.

D. Greenhouse gas (GHG) tracking

1) The technology will calculate, monitor, and report GHG emissions associated with facility energy use. The State will supply the GHG conversions to reflect the local emissions factors.

2) Greenhouse gas calculations will account for on-site renewables, where relevant. That is, calculations will be based on total utility-purchased energy use as opposed to total building energy use.

T2605 – Appendix 2 Page 3 of 3 25DPP01093