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GRESB converter: Methodology & assumptions

A detailed overview of Scaler’s internal GRESB converter, including the assumptions, inference rules, and data-structure logic used to migrate GRESB Asset-Level Spreadsheet data into the Scaler bulk upload format.

Overview

Scaler’s internal GRESB converter migrates historical sustainability data from the GRESB Asset-Level Spreadsheet submission (ALS) into the Scaler bulk upload Spreadsheet format. The converter provides an initial, structured import of asset-level data, supporting new clients who previously completed GRESB reporting and enabling a faster transition into Scaler.

The ALS does not contain all technical, contextual, or configuration-level details required to produce a complete and fully accurate representation of an asset in Scaler. For this reason, a client review step remains essential to validate that imported data, meter structures, and configurations align with real-world asset characteristics. Scaler’s implementation team remains available to support clarification or review.


 

1. General assumptions

Unless supplementary documentation or clarifications are provided, the converter applies the following assumptions across all mapped components.

1.1 Asset details

Unit system

All unit system values are assumed to be Metric, consistent with the standardized GRESB reporting format.

Owned since

If the owned since field is not present in the ALS, the converter applies a default date of the first day of the previous calendar year (e.g., 1 January 2023), unless the ALS indicates that the asset became a standing investment within the two most recent reporting periods.

Active in analytics

Assets are assumed to be active in the Analytics Portal by default. This configuration can be modified later at the asset level if required.

Active in reporting outputs

Assets are assumed to be included in reporting outputs unless manually adjusted.


1.2 Floor areas

Unit system

Floor area units are assumed to follow the Metric system.

Gross floor area

Gross floor area (GFA) is inferred using the earliest reporting year available in the ALS.

“Since” dates

If “since” dates are not provided, the converter defaults them to the first day of the relevant reporting period.


1.3 Certifications

Unit system

Certification data is assumed to use the Metric system.

Date obtained

If missing, certification dates default to the first day of the reporting period.


2. Assumptions for utility meters

2.1 Energy meters

Unit system

Energy meter units are assumed to be Metric.

Monitoring method

Monitoring method defaults to conventional meter unless the ALS indicates smart metering or estimation.

Purchased by

The Purchased by field is inferred from the associated Area type (e.g., landlord, tenant).


2.2 Water meters

Assumptions follow the same logic as energy meters:

  • Metric unit system
  • Default monitoring method of conventional metering, unless otherwise indicated
  • Purchased by inferred from Area type

2.3 Waste meters

The same assumptions apply:

  • Metric unit system
  • Default monitoring method of conventional metering, unless otherwise indicated
  • Purchased by inferred from Area type

3. Data not included in the conversion

Non-operational EV charging consumption

Non-operational EV charging data contained in the ALS is not transferred to the Scaler upload template. This data must be added manually and allocated to the appropriate area type (e.g., exterior, common).


4. Recommendations for client data preparation

To support data completeness during migration, certain information not captured by GRESB should be prepared alongside the ALS.

Gross asset value & percentage ownership

The ALS provides Gross asset value (GAV) and Percent of ownership only for the current reporting year. Scaler requires these values for both the current and prior periods; therefore, prior-year values should be added to the Reporting Characteristics sheet of the GRESB export before migration.

Assistance can be provided upon request.


5. How renewable energy is distributed across meters

When converting a GRESB spreadsheet, renewable energy values are distributed across the appropriate Electricity and District Heating & Cooling (DHC) meters in Scaler. The converter follows a two-step process to ensure renewable energy lands on the correct meter without being double-counted.


Processing sequence

Renewable energy is distributed in two passes:

  1. On-site renewable is processed first.
  1. Off-site renewable is processed second.

For each pass, the converter applies an exact-match allocation rule first, and only falls back to priority-based distribution if no single match is found.


Step 1: Exact-match allocation

Before applying priority logic, the converter checks whether the renewable energy value exactly matches the reported consumption of one eligible meter for the same energy type (Electricity or DHC).

  • If a single exact match is found, the full renewable energy value is allocated to that meter.
  • If no match or multiple exact matches are found, the converter continues to Step 2.

Note Exterior areas and EV charger meters are excluded from this check. Renewable energy is never allocated to these meters through the exact-match rule.


Step 2: Priority-based distribution

If no single exact match is found, renewable energy is distributed across meters following a fixed priority chain. The converter fills each meter up to its reported consumption, then moves to the next meter in the chain.

The starting point of the chain depends on who procured or consumed the renewable energy. If the primary meters are fully filled, the chain extends to the remaining eligible meters as a fallback.

On-site, consumed by Landlord
  1. Common area Electricity
  1. Shared Services Electricity
  1. Common area DHC
  1. Shared Services DHC
  1. Tenant area (Landlord Controlled) Electricity
  1. Tenant area (Tenant Controlled) Electricity
  1. Tenant area (Landlord Controlled) DHC
  1. Tenant area (Tenant Controlled) DHC
On-site, consumed by Tenant
  1. Tenant area (Tenant Controlled) Electricity
  1. Tenant area (Landlord Controlled) Electricity
  1. Tenant area (Tenant Controlled) DHC
  1. Tenant area (Landlord Controlled) DHC
  1. Common area Electricity
  1. Shared Services Electricity
  1. Common area DHC
  1. Shared Services DHC
Off-site, procured by Landlord
  1. Common area Electricity
  1. Shared Services Electricity
  1. Common area DHC
  1. Shared Services DHC
  1. Tenant area (Landlord Controlled) Electricity
  1. Tenant area (Tenant Controlled) Electricity
  1. Tenant area (Landlord Controlled) DHC
  1. Tenant area (Tenant Controlled) DHC
Off-site, procured by Tenant
  1. Tenant area (Tenant Controlled) Electricity
  1. Tenant area (Landlord Controlled) Electricity
  1. Tenant area (Tenant Controlled) DHC
  1. Tenant area (Landlord Controlled) DHC
  1. Common area Electricity
  1. Shared Services Electricity
  1. Common area DHC
  1. Shared Services DHC

Tip The converter does not split renewable energy proportionally. Each meter is filled to its reported consumption before moving to the next one in the chain.


Validation

If the total renewable energy reported exceeds the sum of consumption across all eligible meters in the priority chain, the converter raises an error. The same error is raised if renewable energy remains undistributed after the full priority chain has been exhausted.

This prevents renewable energy from being recorded against meters with no consumption to offset, and flags potential reporting inconsistencies in the source GRESB file.

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