Energy modeller
Builds the calibrated energy model: energy intensity, carbon, the split by end use, and later the savings each measure delivers on its own.
Tools: baseline, bpd, energy-star, weather, energyplus
Decarbonization plan
A full decarbonization capital plan for one building: an energy baseline calibrated to your bills, a screened and costed list of measures, and a phased roadmap with NPV and IRR. It runs over several weeks.
The expert decides twice, because this plan commits capital. Once when the baseline and carbon target are set, and again before the measure list becomes a roadmap.
From start to finish
1Kickoff
2Your building
3Baseline and carbon target
4Expert sign-off
5Measures
6Expert approval
7Economics
8Review
9Report
Expert
Share utility rates, hold period and the documents you have.
Confirm the baseline, who pays which utilities, and the carbon target.
Approve the measure list and the phasing.
Receive the report and walk through it with your expert.
Lead agent
Records your assumptions and checks what we already know.
Gathers the documents and fills the gaps.
Presents the findings and records your call.
Records the approved set.
Assembles the numbers.
Holds the report if the review fails.
Renders and delivers.
Knowledge check
Checks what we already know about your building and its jurisdiction, and queues the gaps.
Building surveyor
Equipment, envelope and where each fact came from; assembles the model inputs.
Energy modeller
Calibrated baseline. Must match your real bills.
Savings for each approved measure.
Carbon accounting
Carbon target, the year the building falls behind it, penalty exposure.
Retrofit advisor
Costed measures with the incentive program named.
Investment analyst
IRR, NPV, payback and the effect on exit value.
Report writer
Assembles the report.
Quality reviewer
Independent recalculation. A fail stops the report.
Re-checks the rendered report.
- Expert decision
- Automatic check
- Lead agent
- Specialist
- Repeats per building
- On site
Read the diagram as text
| Step | Expert | Lead agent | Knowledge check | Building surveyor | Energy modeller | Carbon accounting | Retrofit advisor | Investment analyst | Report writer | Quality reviewer |
|---|---|---|---|---|---|---|---|---|---|---|
| 1. Kickoff | Share utility rates, hold period and the documents you have. | Records your assumptions and checks what we already know. | Checks what we already know about your building and its jurisdiction, and queues the gaps. | |||||||
| 2. Your building | Gathers the documents and fills the gaps. | Equipment, envelope and where each fact came from; assembles the model inputs. | ||||||||
| 3. Baseline and carbon target | Calibrated baseline. Must match your real bills. | Carbon target, the year the building falls behind it, penalty exposure. | ||||||||
| 4. Expert sign-off | Confirm the baseline, who pays which utilities, and the carbon target. | Presents the findings and records your call. | ||||||||
| 5. Measures | Costed measures with the incentive program named. | |||||||||
| 6. Expert approval | Approve the measure list and the phasing. | Records the approved set. | Savings for each approved measure. | |||||||
| 7. Economics | Assembles the numbers. | IRR, NPV, payback and the effect on exit value. | ||||||||
| 8. Review | Holds the report if the review fails. | Independent recalculation. A fail stops the report. | ||||||||
| 9. Report | Receive the report and walk through it with your expert. | Renders and delivers. | Assembles the report. | Re-checks the rendered report. |
The specialists
Each one has a single job. They work from shared files, hand back what they found, and never speak to you directly. Everything comes back through the lead agent.
Carbon accounting
Where the building sits against its carbon target, when it falls behind, how the grid changes over your hold, and what local rules will cost.
Tools: crrem-skills, cambium, bps-compliance
Building surveyor
What is actually installed: equipment, envelope and configuration, each item traced to the document or observation it came from.
Tools: resstock, comstock, building-science, document_intelligence, overture-maps, brave-search
Retrofit advisor
The measure list: screened for feasibility, costed, and matched to incentives that are cited to a real program.
Tools: measure, costing, incentives, utility_rates, knowledge, academic
Investment analyst
The economics: cashflow, IRR, NPV, payback, sensitivity and the effect on exit value.
Tools: cashflow
Report writer
Assembles the report against the template. Writes no analysis of its own and leaves a gap visible rather than filling it.
Tools: soapbox-agent, xlsx_templater
Quality reviewer
Recalculates the work independently, before the report is built and again after it is rendered.
Tools: cashflow, crrem-skills, bpd, energyplus
When it is not clear-cut
The lead agent never improvises. Each of these is decided the same way every time.
Is the baseline good enough?
If The model matches your metered use within tolerance: Continue
If not Stop and fix the baseline before anything is built on it
Can a measure be modelled directly?
If The measure is one the engine handles: Model the savings
If not Use a named, stated method and say so in the report
Avoided penalties
If The compliance tool returns a real figure: Credit it in the cashflow
If not Leave it blank. Never assume zero
The review fails
If Any figure does not reconcile: Fix and re-review. There is no override