• Tools and Templates

Tenant-Paid Utility Data Sampling Calculator

Date Published: April 2017



This optional tool is designed to help multifamily housing providers apply HUD’s Tier 1 and Tier 2 sampling protocols to their properties in order to create an appropriate sample set for utility benchmarking and utility allowance schedules under applicable requirements. The instructions and tips provided within the tool guide users to enter the necessary information about their properties, buildings, housing units, and utility meters, or this information can be imported automatically from a completed Multifamily Utility Benchmarking Plan Template. This tool then determines the number of housing units of each type that should be included in the sample set for each property, and allows users to select which specific housing units to include. Users then enter the monthly utility data for the selected housing units and this tool calculates the estimated, aggregate tenant-paid utility consumption and cost for each property. Using the same data, this tool will also produce a utility allowance schedule for each property.

This tool is a Microsoft Excel workbook with six worksheets and embedded functionality through formulas and macros. The first worksheet is unlocked to allow users to resize rows for easier reading. The other five worksheets are locked to protect formulas and macros, but allow users to input data in necessary cells.

Additional guidance on how this tool can help with utility benchmarking in the multifamily sector can be found on HUD’s Multifamily Utility Benchmarking Toolkit.

Persons using assistive technology may not be able to fully access information in this file. For assistance, contact info@hudexchange.info.

Resource Links

Tags: Utility Benchmarking
Author Organization
  • HUD
Resource Approver
  • HUD Approved