Peak Focused Normative Comparison

The Peak Focused Normative Comparison module educates customers about their energy use relative to other homes during on-peak periods. The module compares the customer (“You”) to their neighbors, “Efficient Neighbors” and “Average Neighbors,” and provides them with a comparison state (such as fair, good, or great) to help them measure how their electricity use is compared their neighbors. The results are displayed in a horizontal bar graph. Total electricity usage values are also displayed so the customer can have a better understanding of what their on-peak use compared to their total use during the bill period. An informational text below the bar graph explains that "Efficient Homes" represent the 20% of similar homes in the customer's comparison group that used the last amount of energy in the billing period, and provides information about how the graph works. Depending on the customer's comparison state, the insight statement below the graph either gently informs the customer that savings are still within reach or informs them that they are leading their neighbors in savings.

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Requirements

Utility Requirements

Category

Description

Required Cloud Service

Energy Efficiency Cloud Service

Scale

Not applicable.

Customer Requirements

Category

Description

Billing Frequency

Monthly, bi-monthly, or quarterly.

Data Delivery Frequency

Monthly, bi-monthly, or quarterly.

Data Requirements

  • Billing data and third-party data (for example, GIS and parcel data).
  • AMI data

Data History

A minimum of one historical bill.

Data Coverage

AMI data for on-peak periods must have 100% of available reads for the customer.

Supported Fuels

Electric-only.

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Limitations

  • Peak Focused Report: This modules is only available as part of the Peak Focused Report.
  • Time of Use Rate Plan: This module is only available to customers with a Time of Use rate plans.

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User Experience

This section describes the user experience for a customer with a good data state.

Peak Focused Normative Comparison in Good State

Heading: The heading notifies the customer that the normative provides them with a comparison of their on-peak hours usage to their neighbors.

Bar Chart: The bar chart displays how much energy each group in the comparison used. Typically, the bar with the smallest value is on top and the bar with the largest value is on the bottom.

  • You: This bar indicates how the customer is doing. This is often a color that corresponds to the utility brand color.
  • Average Neighbors: This bar indicates how all the customer's neighbors are doing. It is usually a gray or neutral color. The energy use data that is shown is the mean energy use value.
  • Efficient Neighbors: The bar displays a usage value for the most efficient 20% of the customer's neighbors. It is usually colored green because green is commonly associated with energy efficiency. Note that the efficient homes value that appears in the module is not an average of the top 20% of similar homes. A threshold value—the 20th percentile of similar homes—is used to determine the efficient homes value. Efficient homes are not chosen in advance.

Explainer Text: Text below the bar chart includes an efficient homes description that defines efficient neighbors that the customer is being compared to as the 20% of similar homes in their comparison group that used the least energy. The fuel units used in the comparison are defined below the efficient neighbors description.

Insight Statement: The insight statement is located to the right of the bar chart and provides the customer with information about why the bar chart appears the way it does. Each data state has a unique top and bottom insight.

  • Billing Period: The report billing period is located at the top of the insight statement.
  • Top Insight: The top insight displays either a percentage or a message telling the customer how much more or less energy they used compared to their most relevant comparison group. The percentage color changes depending on whether the customer’s usage is “great” “good” or “fair”. The color of the insight changes based on the customer’s usage to their most relevant comparison group.”
  • Bottom Insight: The bottom insight provides feedback indicating either a potential financial savings or a percentage insight to help interpret the impacts of current on-peak energy use. The financial version uses the customer’s Time of Use rate to calculate an approximate annualized cost of the energy use gap between the recipient and their most relevant comparison group. For example, "$150 could be saved per year if your on-peak usage was like efficient homes." The percentage indicates how much more or less energy the customer has used compared to their most relevant comparison group. See User Experience Variations for more information.

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User Experience Variations

Insight Statement Variables

The insights included in the module are determined by the customer's usage state (Fair, Good, Great), threshold state (monetary, fallback, or alternative), and whether the program uses neighbors or similar homes language.

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Usage States

Possible customer usage states include the following:

  • Fair
  • Good
    • Near, but MORE than average neighbors
    • Near, but LESS than average neighbors
    • Near Similar Homes by +/- .5%
  • Great
    • Near Efficient Homes by + .5%
    • Near Efficient Homes by -.5% Zero Usage

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Insight Statement States

The insights vary slightly depending on the relationship of the customer's cost or savings to the cost or saving threshold. The threshold is conferrable.

  • Monetary: The monetary state is used when the cost or savings values are greater than the cost/savings threshold.
  • Fallback: The fallback state is used when the cost or savings are not greater than the threshold.
  • Alternative: The alternative state is used when the fallback state is enabled and the usage percentage is greater than 99%.

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Neighbors and Similar Homes Language

Utilities can configure the normative comparison to include“similar homes” or “neighbors” language." This option allows utilities to present the normative comparison data in the way that best suits their customers. For example, in rural regions where “neighbors” are spaced far apart or separated by farmhouses or farmland, or in urban environments where “neighbors” include diverse apartment units, the term "neighbors" may be confusing to customers. While the selected language does not change the group of homes a customer is compared to, the language used in the insights varies slightly.

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Insight Statement Variations

The table below captures the possible insight statement variations.

Usage

State

Insight Statement State Header Top Insight - Neighbors Language Top Insight - Similar Homes Language Bottom Insight - Neighbors Language Bottom Insight - Similar Homes Language
Fair Monetary Your on-peak hours usage is fair You have room for savings! Look for tips in this report $ could be saved per year if your on-peak usage was like average neighbors $ could be saved per year if your on-peak usage was like similar home
Fallback Your electricity use during on-peak hours was higher than average neighbors by X% Your electricity use during on-peak hours was higher than similar homes by X% You used more electricity during on-peak hours than efficient neighbors You used more electricity during on-peak hours than efficient homes
Alternative Your electricity use during on-peak hours was higher than average neighbors Your electricity use during on-peak hours was higher than similar homes Your used more electricity during on-peak hours than efficient neighbors You used more electricity during on-peak hours than efficient homes
Good Monetary

Your on-peak hours usage is good

You’re doing well, but you still have room for savings! Look for tips in this report. $ could be saved per year if your on-peak usage was like efficient neighbors $ could be saved per year if your on-peak usage was like efficient homes
Good - Fallback when the monetary savings insights cannot be used Fallback Your electricity use during on-peak hours was higher than efficient neighbors by X% Your electricity use during on-peak hours was higher than efficient homes by X% You used less electricity during on-peak hours than average neighbors You used less electricity during on-peak hours than similar homes
Alternative Your electricity use during on-peak hours was higher than efficient neighbors Your electricity use during on-peak hours was higher than efficient homes You used less electricity during on-peak hours than average neighbors You used less electricity during on-peak hours than similar homes
Good (near, but MORE than average neighbors) Monetary Your on-peak hours usage is good You’re doing well, but you still have room for savings! Look for tips in this report. $ could be saved per year if your on-peak usage was like efficient neighbors $ could be saved per year if your on-peak usage was like efficient homes $ You used less electricity during on-peak hours than similar homes
Fallback Your electricity use during on-peak hours was higher than efficient neighbors by Your electricity use during on-peak hours was higher than efficient homes by X% You used about the same electricity during on-peak hours as average neighbors You used about the same electricity during on-peak hours as similar homes
Good (near, but LESS than average neighbors) Monetary You’re doing well, but you still have room for savings! Look for tips in this report. $ could be saved per year if your on-peak usage was like efficient neighbors $ could be saved per year if your on-peak usage was like efficient homes $ could be saved per year if your on-peak usage was like efficient homes
Fallback Your electricity use during on-peak hours was higher than efficient neighbors by X% Your electricity use during on-peak hours was higher than efficient homes by X% You used about the same 
electricity during on-peak hours as average neighbors You used about the same
 electricity during on-peak hours as similar homes
Good (Near by +/- .5%) Alternative Your electricity use during on-peak hours was higher than efficient neighbors Your electricity use during on-peak hours was higher than efficient homes You used about the same electricity during on-peak hours as average neighbors You used about the same electricity during on-peak hours as similar homes
Great Monetary Your on-peak hours usage is great Nice! Your on-peak electricity use was lower than efficient neighbors by X% Nice! Your on-peak electricity use was lower than efficient homes by X% You used less electricity during on-peak hours than average neighbors You used less 
electricity during on-peak hours than similar homes
Great (Near, but MORE than efficient homes) Fallback Nice! You used about the same as efficient homes/neighbors. You’re in the most efficient X% Nice! You used about the same as efficient homes/neighbors. You’re in the most efficient X% You used less electricity during on-peak hours than average neighbors You used less electricity during on-peak hours than similar homes
Great (Near, but LESS than efficient neighbors)   Nice work! Compared to average neighbors, you were in the most efficient X% Nice work! Compared to similar homes, you were in the most efficient X% You used less electricity during on-peak hours than average neighbors You used less electricity during on-peak hours than similar homes
Great Near Efficient Homes by + .5% Alternative Nice! You used about the same as efficient neighbors. You’re in the most efficient X% Nice! You used about the same as efficient homes. You’re in the most efficient X% You used less energy than average neighbors You used less energy than similar homes
Great Near Efficient Homes by -.5%
Zero Usage Monetary Your on-peak hours usage is fair You have room for savings! Look for tips in this report! $ could be saved per year if your on-peak usage was like average neighbors $ could be saved per year if your on-peak usage was like similar homes

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Bottom Insight - Financial vs. Percentage Insight

The financial version of the bottom insight is enabled by default. If the percentage version of the insight is enabled, then the bottom insight indicates how much more or less energy the customer has used compared to their neighbors.

Peak Focused Normative Comparison with percent bottom insight

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Data States with Icon Sets

Utilities have the option of including an icon set displayed beside the main insight heading. Each icon set has a unique display for Fair, Good, and Great states. The state of the icon set in the report matches the state of the normative comparison. Icon set options include:

  • No icons (Off)
  • Smiley icons: Neutral or thinking
  • Leaf icons
  • Medal icons

The following images is an example of the Peak Focused Normative Comparison module with smiley icons enabled.

Peak Focused Normative Comparison in a good state with smiley icons enabled

The following image is an example of the thinking comprehension-focus smiley icons in a fair usage state.

Peak Forward NC thinking smiley icons

The following image is an example of the environmental-focus leaf icons for a good usage state.

Peak Focused leaf icons in a good state

The following image is an example of the competitive-focus medal icons for a great usage state.

Peak Focused medal icons in great state

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