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Facilities: Utilities

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Written by Root Support
Updated over a week ago

What are facility utilities?

Utilities are the core resources that your facilities consume — electricity, water, heat, and refrigerants. Each of these has an environmental footprint that depends on how much is used, where the facility is located, and what energy source is behind the supply.

The Utilities section is where you record how much of each resource a facility uses during a given period.

How utilities work in Root

Utility data is recorded through contracts. A contract represents a period of consumption for a specific utility type at a specific facility. Each contract includes:

  • The utility type — Electricity, water, heat, or refrigerants.

  • The time period — A start date and end date.

  • The data type — Whether the data is actual (measured) or estimated.

  • One or more sources — The specific energy or resource sources used, with quantities.

For example, an electricity contract might cover January to December 2024, with two sources: 80% grid electricity and 20% on-site solar.

Utility types

Root tracks four standard utility types:

Electricity

Records the electrical energy consumed at a facility. Root uses the facility's country to determine which grid mix applies. You can specify multiple electricity sources if the facility uses a combination (e.g. grid electricity plus renewable energy).

Water

Records the water consumed at a facility. Like electricity, the emission factor depends on the facility's geographic region.

Heat

Records thermal energy used for heating. Heat sources can vary widely — district heating, natural gas, biomass, etc. Each source has its own emission factor. When adding a heat source, Root shows you the available options and their environmental impact so you can choose the right one.

Refrigerants

Records amounts or refrigerants used in a facility.

How to add utility data

Step 1: Navigate to a facility

Open the facility and go to its utility contracts section. You'll see the status for each utility type and year.

Step 2: Create a new contract

For each utility type you want to record, create a new contract:

  1. Select the utility type (electricity, water, heat, or refrigerants).

  2. Set the date range — The period this data covers.

  3. Choose actual or estimate:

    1. Actual — The amount is used as-is in calculations.

    2. Estimate — The amount is multiplied by the facility's total product mass to scale the estimate proportionally.

  4. Add one or more sources with their quantities and units.

Step 3: Select energy sources

For each source in a contract, you provide:

  • The source type — Selected from a list of available options (which depends on the utility type and facility geography).

  • The amount — How much was consumed (e.g. 50,000 kWh).

  • The unit — The unit of measurement (kWh, MJ, m3, liters, etc.).

  • The percentage — If a contract has multiple sources, you can specify what percentage each represents.

For electricity, you can also choose to exclude imported electricity from the calculation if needed.

Step 4: Attach evidence (optional)

You can attach supporting documents (invoices, meter readings, etc.) to any contract. This is useful for audit trails and data verification.

Step 5: Done

Once a contract is saved, Root calculates the environmental impact for that utility based on the emission factors for the selected sources and geography.

How impact is calculated

For each utility source:

Impact = emission factor x amount x percentage

The emission factor is determined by:

  • The source type — What kind of energy (grid electricity, solar, natural gas, etc.).

  • The geography — Where the facility is located (automatically set from the facility's address).

  • Ownership — Whether the facility is owned by your company or operated by a third party. Owned facilities may use different emission factors.

For estimate contracts, the amount is additionally multiplied by the facility's total product mass:

Impact = emission factor x amount x product mass

The impact is distributed evenly across the months covered by the contract period.

Actual vs. estimate data

  • Actual — Use this when you have real measured data (e.g. from utility bills or meters). The quantity is used directly.

  • Estimate — Use this when you only have a per-unit estimate (e.g. "0.5 kWh per kg of product"). The quantity is multiplied by the facility's total product mass to get the total consumption.

GHG scope allocation

The GHG scope depends on the facility type:

  • Owned facilities — Scope 1 (direct combustion) and Scope 2 (purchased energy).

  • Third-party facilities (suppliers, distribution centers, franchises) — Scope 3.

Tips

  • Use actual data whenever possible. Estimates are useful as a starting point, but actual consumption data gives more accurate results.

  • Check your sources. Make sure the energy source you select matches what the facility actually uses. Choosing "solar" when the facility uses grid electricity will understate the impact.

  • Provide evidence for audits. Attaching utility bills or meter readings makes your data easier to verify.

  • Mark unused utilities as "not used." If a facility doesn't use refrigerants or heat, mark those as not used in the facility details to keep the facility complete.

  • Watch the date ranges. Contracts should cover the reporting period you care about. Gaps in coverage may leave months unaccounted for.

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