Tariff period review

Keep the site's rate, unit and effective dates clear when reviewing validated energy information.

Step by step

Identify the rate context Energy Analyst

Energy Analyst selects the site and confirms the unit used by the tariff source. The recorded rate per unit needs an agreed interpretation before it is compared with the building's energy information.
- Establish the site, unit and rate basis
- Updates Tariffs, Sites
Record the effective window Energy Analyst

Energy Analyst maintains the effective start and end dates with the rate. Preserve a clear distinction between successive rate periods so the team can identify which record applies to the period being discussed.
- Maintain the rate's effective dates
- Updates Tariffs
Compare the review period Energy Reviewer

Energy Reviewer examines validated intervals by meter and unit alongside the site's tariff records. Identify rate changes, gaps or overlapping windows before interpreting the rate context for the selected energy period.
- Inspect period and unit compatibility
- Updates Tariffs, Energy intervals, Meters, Sites
Resolve the discrepancy Energy Analyst

Energy Analyst investigates an unclear unit or effective period with the source owner and corrects the records through the agreed practice. Facilities Manager reviews the resulting context as part of the site's energy discussion.
- Correct the rate context through the agreed practice
- Updates Tariffs

And how to keep it from happening.

Unit mismatch. A rate expressed in a different unit cannot be interpreted directly against the interval quantity.
Overlapping windows. More than one apparent current rate needs investigation before the team relies on the context.
Unexamined rate changes. A reporting period may span different effective windows, each of which needs to remain identifiable.

Start free, then use Proto to change fields, steps and approvals before your team goes live.