Strategies for Energy Audit Data Collection with Missing Data

Mary Grace Galan

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Strategies for Energy Audit Data Collection with Missing Data 2

Energy audits are crucial for identifying potential savings and optimizing energy consumption in buildings. However, these audits can become quite daunting when essential data is missing when conducting energy audit data collection. Whether it’s due to missing utility bills, absent equipment schedules, or nonexistent building plans, operating without complete information can feel like flying blind.

Missing data in energy audits is not just a matter of inconvenience; it’s also risky. When data is incomplete, your credibility, your savings estimates, and your client’s trust can all take a hit. But there’s good news: many buildings have comprehensive data, or at least enough data for you to work with. In well-managed facilities, sometimes even an abundance of data is available, which can work in your favor.

Yet, when significant amounts of data are missing, you can still adopt strategies to deliver value to building owners, operators, or clients. This guide will explore common data gaps, suggest workarounds, and discuss risk mitigation strategies that ensure your energy audit remains a useful guide for clients.

Common Reasons for Data Gaps

So why is data sometimes missing in energy audits? There are several familiar culprits. Firstly, records can be a mess. Buildings may have changed ownership, or staff may have changed roles, resulting in lost documentation. Multi-tenant setups further complicate matters, as obtaining utility bills for every suite in a building or a strip mall is tricky.

In many buildings, there is no submetering. A single main meter might serve the entire building, leaving you in the dark about the specifics of energy use. Equipment mysteries abound, with no asset registers or schedules, and nameplates might be inaccessible or worn out. In addition, drawings might be missing or incomplete, with only basic site plans or fire exit drawings available.

Organizational churn adds another layer of difficulty. The individuals most familiar with the building might have retired, leaving new staff without a comprehensive understanding of the site’s systems. Missing data in energy audit data collection is more the norm than the exception. Waiting for perfect records is akin to waiting indefinitely.

Essential Data for Energy Audits

Understanding what data is essential will help you navigate these challenges more effectively. Some gaps are truly insurmountable, while others have feasible workarounds. Utility consumption data is non-negotiable. Ideally, you’d want at least 12 months of data, although 24 months is preferable to identify trends. Site plans, especially exit plans for each building and floor, are also essential.

While equipment schedules and inventories might often be incomplete, workarounds exist. Knowing which systems consume the most energy will help you focus efforts. Operational schedules are another area where missing data is common, but it’s possible to infer this information through careful observation and temporary measurements.

Insider tip: sometimes missing data in energy audits can be advantageous. A wealth of information can result in desk-bound audits, potentially missing out on valuable insights from onsite visits. Being forced to spend more time onsite due to missing data can lead to a deeper understanding of a building’s unique operations.

Workarounds for Missing Utility Data

Utility data is crucial, but what do you do when it’s missing while doing an energy audit data collection? First, don’t take a utility’s “no data” response at face value. First, try going directly to the utility provider. With the account number and owner’s permission, utility companies can often supply 12-24 months of billing history, as they are sometimes legally obligated to do so.

If that fails, the next step is to visit the accounts department to request bill copies. There should always be records of paid bills, although these might require retrieval from archives.

When these options are exhausted, you can resort to alternatives — understanding these introduce uncertainties. Techniques like benchmarking against similar buildings, installing short-term meters, and using weather normalization can help provide rough estimates.

Dealing with Missing Site Plans

Missing site plans present another significant hurdle, but there are practical solutions. Start by using aerial imagery from tools like Google Maps to estimate building dimensions. Inside, you can measure with a tape, sketch layouts, and identify common room names to improve communication.

When quoting energy audits, ensure stakeholders understand site data availability will affect time and cost. Make contingencies for recreating vital data, allowing time to mitigate deficiencies.

Building an Equipment Inventory

A missing equipment inventory means you need to create your own. Walkthroughs with a tablet or camera become essential. Document each piece of equipment, its wattage, nameplates, and photos to verify details later. Experience will make estimating faster and more accurate. Each recorded datum helps create a robust energy baseline, preventing overestimation of potential savings.

Handling Operational Schedules

Operational schedules often lack accuracy. To address this, conduct staff interviews, use temporary data loggers, and explore various sensors like temperature, occupancy, or cameras. These tools help identify equipment operation schedules, contributing to an energy-use breakdown essential for further audits.

Communicating Uncertainty and Recommendations

Communications about uncertainty associated with missing data in energy audit data collection should be transparent and explicit. Develop a system to state your assumptions, allowing for a range of expected savings and highlighting the importance of post-implementation measurement and verification.

Proposing phased recommendations starting with low-cost measures can generate initial savings, potentially funding further investigations. Clients typically respond positively to honesty about uncertainties.

Avoiding Common Mistakes when doing energy audit data collection

Common mistakes in energy audits include faking precision with over-detailed savings figures. Energy estimates are often inaccurate to more than two significant digits. Ignoring uncertainties or overcomplicating reports are pitfalls that distract from focusing on major energy loads — the 80/20 rule should guide your efforts in prioritizing impactful measures.

Documentation of all findings and assumptions is crucial to quality control and ensuring follow-through on identified measures.

Tools and Techniques for Effective Audits

Several tools aid in effectively managing missing data. Cameras, torches, selfie sticks, tablets, and specialized software for inventory assist in data gathering. Short-term and portable data loggers help measure energy usage, while spreadsheets and specialized software keep data organized.

Your goal isn’t to deliver a flawless audit — limitations in time and budget exist — but to produce a credible roadmap that finds quick wins and longer-term measures. Engage stakeholders early, maintain transparency about data reliability, and always recommend measurement and verification.

Conclusion: Becoming a Trusted Advisor

Missing data during energy audit data collection is a reality but with the right strategies, you can provide actionable, defensible recommendations. Transition from being an incidental observer to a trusted advisor.

If you are ready to enhance your skills, consider taking advanced certification like the Investment Grade Energy Auditor (IGEA) Certification that tackle real-world complexities, transforming today’s lessons into tomorrow’s energy savings.

Take this Free energy audit online course sample lesson today!

Share this knowledge with fellow professionals and take actionable steps towards energy efficiency.

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