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Metrix » Bill Matching
Q: How do the bill matching calculations work?


Bill matching calculations are a comparison between a performance year and a base year when tuning to weather is not adequate. However, because it is common for billing periods (aka turning periods) to shift by a few days each month, there is often a slight variance in dates between a billing period from the performance year and the same billing period from the base year. For example, a January billing period from one year might be December 28 through January 27, and the next year, the January billing period might be December 29 through January 30. The usage from these two billing periods cannot be compared directly for two reasons:

        1. The bills span a different amount of time in each month. The first billing period spans three days in December and 27 days in             January, while the second bill spans only two days in December but 30 days in January.
        2. The two billing periods have a different number of days. The first billing period is 30 days while the second billing period is 32 days.

In order to compensate for these discrepancies, so the two billing periods can be compared, Metrix finds the daily average of each of the billing periods in question. If the performance year billing period spans days in a different billing period from the base year, Metrix will use the daily average from the different billing period to compare those days.

Here is an example for further clarification:

If the reference year data is:
1/1/2013 to 1/31/2013 1000 kWh
2/1/2013 to 2/28/2013 2000 kWh

And the performance year bill has dates of:
1/16/2014 to 2/15/2014

Baseline consumption based on a bill-match is calculated as follows:
Total # of days in period 1/15/2014 to 2/15/2014: 32
Usage / day for 1/1/2013 to 1/31/2013, 1000 kWh = 1000 kWh / 31 days = 32.3 kWh / day
Usage / day for 2/1/2013 to 2/28/2013, 2000 kWh = 2000 kWh / 28 days = 71.4 kWh / day
1/15 to 1/31 baseline = # of overlapping days * base year usage per day
        = 17 days (1/15 to 1/31) * 32.3 kWh / day
        = 548.4 kWh
2/1 to 2/15 baseline = # of overlapping days * base year usage per day
        = 15 days (2/1 to 2/15) * 71.4 kWh / day
        = 1071.4 kWh
1/15 to 2/15 baseline = 1/15 to 1/31 baseline + 2/1 to 2/15 baseline
        = 548.4 + 1071.4 kWh
        = 1619.8 kWh

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