Preparing meter extracts before a scoping call
A short checklist so your first conversation with an energy reporting team is spent on decisions, not missing files.
Scoping calls move faster when the building already has a folder ready. You do not need perfect data — you need enough for us to see gaps.
Bring:
- Twelve consecutive monthly electricity invoices (PDF is fine).
- Chilled-water or district-cooling statements if billed separately.
- A one-page list of meters: location, what they serve, and whether they are landlord or tenant.
- Any BMS or logger CSV for the last ninety days, even if columns look messy.
- Notes on major events: chiller replacement, vacant floors, COVID-era occupancy dips, typhoon closures.
Label files by month and tower name. Avoid “final_final_v3.” If a submeter was replaced mid-year, write the date in the filename.
With that pack in hand, a forty-five-minute call can decide whether you need a baseline assessment first or can move straight to a dashboard commission.