Portfolio Benchmarking Engine

Benchmarking is only meaningful when performance can be compared consistently across assets, systems, and time. Traditional benchmarking methods rely on averages, surveys, modeled expectations, or coarse portfolio statistics that provide context but do not reveal operational truth.

 

The Portfolio Benchmarking Engine establishes a shared, measurement-based standard that enables direct comparison across buildings, systems, components, and portfolios — regardless of size, geography, or configuration.

Continuous, Measurement-Based Normalization

Rather than normalizing data to static assumptions, the engine continuously normalizes performance using real operating conditions. This allows peer comparisons to remain valid as weather, occupancy, and usage patterns change, and enables deviations to be detected as they occur.

 

Benchmarks are derived from measured behavior, not modeled expectations, ensuring that comparisons reflect how assets actually operate.

Multi-Level Benchmarking at Scale

Benchmarking operates simultaneously across multiple levels of resolution:

  • Portfolio and peer group level

  • Building and site level

  • System and equipment level

  • Component-level performance

Performance can be compared across internal portfolios, external peer groups, or industry classifications without requiring custom studies, manual analysis, or site-specific modeling.

Pre-Project Baselines as the Source of Truth

Portfolio benchmarking establishes a pre-project performance baseline derived from measured behavior before any intervention occurs. Once created, this baseline becomes the shared reference used to evaluate outcomes across the life of the equipment or building.

 

This pre-project benchmark serves as the foundation for verification, persistence tracking, and long-term accountability.

Unlocking Stakeholder Participation

By establishing a shared baseline, portfolio benchmarking enables multiple stakeholders to operate against the same performance reference.

 

Utilities, ESCOs, BAS contractors, OEMs, and regulators can evaluate results consistently using a common, persistent benchmark rather than parallel studies or negotiated assumptions.

 

This shared measurement foundation is the backbone of Component-Based Incentives (CBI). Utilities establish baselines and define incentive structures, while outcomes are measured continuously against verified performance.

Enabling Automated Outcomes

Because benchmarks and baselines are continuously maintained and shared, qualification, verification, and incentive determination can be automated.

 

Once defined performance thresholds are met, results no longer require manual studies or reconciliation. Transactions proceed based on measured outcomes rather than interpretation, enabling scalable programs with accountability and persistence.

Why This Matters

The Portfolio Benchmarking Engine transforms benchmarking from a reporting exercise into permanent measurement infrastructure.

 

It supports action, accountability, and long-term performance persistence — not just comparison.