Environmental & Risk Management / Green Building / Scoring - Review

Analyzing your Certification Scoring Efforts -- Management Reports

After you enter your self-scores and update scoring totals, you can analyze your rating project using the following reports, available from the Score - Review process. The following reports focus on analysis. Also see Certification Scoring - Operational Reports.

Scores by Rating Project and Category

Use this report to review key data about your rating project, including self-score, official score, and payback period. The report also shows the level at which you are currently certified (Certified Level).

Building Summary by Standard

With this report, you review your rating projects in terms of certification standard. The first tab summarizes rating projects by standard. If you have associated financial data with each credit, you can review the payback period, annual savings, and estimated cost for rating projects of each standard.

From this tab, select a certification standard (such as the LEED standard), and the system moves you to the next tab which breaks down the certification standard data by certification level (such as Gold or Silver), based on Certified Level. For each certification level, the report summarizes the financial data for projects at this level.

Select a certification level (such as the Gold level of the LEED standard), and the system moves you to the last tab which presents details about each rating project at this level and its building.

Certification Status Summary

This report uses a similar structure as the above report to provide a drill-down into your rating project data, except that it organizes your rating projects by certification status (in preparation, in review, responding to comments, and so forth). Drill down from certification status, to certification standard, to rating projects. This view is handy for keeping abreast of the activity on your rating projects and determining upcoming reviews, applications, and so forth.

Certifications by Year

This report has a permanent filter to show only projects for which the Certification Status is “Certified” or “Unverified Certification”, thereby omitting closed or in-process rating projects. The report's Certification Year is determined from the Date Certified field of the rating project.

Use this report to compare rating projects year by year. For example, if you have rating projects for the same standard over multiple years, for each year you can see the project's official score, self-score, and certified level. This is handy to see how your rating projects change over time.

Rating Project Payback Period Chart

When you self-score your building, you can associate an estimated Capital Cost and estimated Annual Savings with each credit; the system then uses this to calculate the payback period, in years, of recuperating the cost of each credit. To see a chart on the payback period of credits summarized by credit category (such as Waste Water, Energy), choose a project from the left pane. In the right pane, the view presents a bar graph with payback period on the y-axis and each category within the project on the x-axis. Each bar represents the payback period in years for the credits within the category.

If prioritizing your work in terms of credit categories is important to your business strategy -- for example, your corporate directive is to make improvements in waste water -- this report will help you quickly see the costs and payback period for each category and will help you prioritize your work.

For information on associating costs with rating project credits, see Associating Financial Data with your Self-Scores. To see payback periods for all projects within one chart, run the Rating Project Comparison task, described below.

Rating Project Comparison

This task presents a series of tabs with analysis charts for comparing your rating projects. This task is especially handy if you have established multiple rating projects for what-if analysis as you can quickly review the graphical charts and immediately see how the projects compare. Also, if you regularly apply for recertification and have rating projects for the same standard for multiple years, you can use this task to compare projects and see how the certification levels change over time.

To get started, set the filter at the top of the view. If you do not want to filter the data, click Show to have the reports present all data.

The Rating Project Dashboard tab presents in one convenient view each of the charts presented by the below tabs.
The Rating Project Certification Level tab shows the certified level (typically holding the value returned by the certifying agency) for each of the buildings within your rating project. Note that the height of the bar reflects the minimum required for this certification level and not your actual official score or self-score. Suppose your official score is 42, and 40 is required for a Certification Level of Silver; the report will present a bar for Silver and extend it to the 40 marker (the minimum score required for this level), and will not extend it to 42 (your official score). Use this report to compare the Certified Levels of different projects; to compare project scores, use the Project Score tab, as described below.

The Rating Project Score tab shows side by side the official score and self-score for each rating project. This is handy for quickly and visually determining how your official score and self-score compare. For example, suppose you received your official score last year and have made building improvements. You now run a self-score and see how much your building has improved. If the bar for your self-score is much higher than the bar for your official score, perhaps you should apply for recertification and move up to a higher certification level. Similarly, if you are entering your official scores returned by the certifying agency and you see that they are not in line with your self-scores, you may need to readjust your scoring methods.
When you self-score your building, you can associate an estimated Capital Cost and estimated Annual Savings with each credit; the system then uses these values to calculate the payback period of recuperating the cost. For each rating project, the Rating Project Payback Period tab presents a chart showing the payback period (in years) for recuperating the costs of the entire rating project. Scan the chart's bars to compare how quickly you can recover your costs for each rating project. For information on associating costs with rating project credits, see Associating Financial Data with your Self-Scores.

Scoring Dashboard

This task presents a series of charts together on one screen (dashboard format). Using the total number of rating projects, this series of pie charts visually presents rating projects in terms of certification status, payback period, value for Certified Level, and how the official or self-score maps to the Certification Level. Each wedge of the pie includes a label with the count of rating projects contributing to that wedge. Mouse over the wedge to see the exact percentage and the count of rating projects contributing to the data.

If you do not wish to see data on all rating projects you can filter the data using the filter console at the top of the view. You can also access this set of charts from the Dashboard's Green Building/Scoring Dashboard entry.

The Scoring Dashboard presents the following pie charts:

The Total Rating Projects by Certification Level pie chart shows the proportion of rating projects for each certification level according to the value that you enter for the Certified Level field of the Rating Projects table. For example, if the Certified Level for a rating project is Gold, the Gold wedge will include this rating project. Compare this chart to the Total Rating Project by Score pie chart (below) which uses the official score or self-score to determine a rating project's certification level.
For the Total Rating Project by Score pie chart, you can toggle the chart between showing the data for the official score or the self-score. The wedges of the pie represent the number of rating projects for each certification level, based on official or self-score. For example, if a rating project has a score of 42 and that qualifies it for the Silver level, the rating project will be included in the Silver wedge. Note that this chart focuses on the certification level to which your score maps, whereas the Total Rating Projects by Certification Level pie chart (above) focuses on the value entered for Certified Level.
As a rating project moves through each phase of the certification process, you will update the rating project's Status field as described in Updating a Rating Project throughout the Certification Process. The Total Rating Projects by Certification Status pie chart graphically shows the proportion of rating projects at each certification status (responding to comments, in preparation, certified, etc.).
The Total Rating Projects by Payback Period pie chart proportionally shows the number of the rating projects for each payback period range (1 to 5 years, 6 to 10 years, etc.). If you have not associated financial data with a rating project's self-scores, the rating project will not have payback period data and will not be included in this pie chart.

Note: Since each certification standard can have a unique set of certification levels (such as Gold/Silver/Platinum and Meets Requirements/Below Requirements), if you have a lot of projects you may wish to filter the Rating Comparison and Scoring Dashboard views to show only rating projects that use the same certification standard. Otherwise, the charts will display a mixture of certification levels, which may not provide an even comparison. For example, how does a certification of Meets Requirements compare to a certification of Silver? Filtering the data by certification standard will avoid situations such as this.