Productization
HVAC

HVAC Temperature Compliance

Percentage of time actual space temperature was within the expected range during evaluated hours. Measures whether the physical outcome is achieved — independent of how the thermostat is configured.

01 Metric Definition

What it measures and how it is calculated

What it measures

The percentage of time during the analysis period that the actual space temperature was within the expected range for that zone, equipment, and time of day. Unlike setpoint compliance — which measures whether the system is configured correctly — temperature compliance measures whether the physical result is being achieved.

An important distinction: A site can have perfect setpoint compliance and still fail temperature compliance if the equipment cannot maintain the target temperature. Conversely, a site can have poor setpoint compliance but still achieve acceptable temperatures if the equipment overcompensates. Both metrics are needed to get a complete picture. Correct setpoints with poor temperature compliance is the clearest signal of an equipment or capacity issue.

How it is calculated

The general approach is to evaluate each interval against the expected temperature range for that zone and time window. Intervals within the defined range are counted as compliant.

Temperature compliance = compliant intervals / evaluated intervals × 100

The denominator is evaluated intervals, not total intervals. Hours outside the defined compliance window are excluded from the calculation entirely.

Compliance window — critical dependency

Not all hours need to be evaluated. The compliance window must be defined per zone and per schedule before the metric is activated. Common examples: a customer-facing retail space may only require compliance during business hours; a 24h operation may require compliance at all hours but with a different range overnight; a storage area may have a wider acceptable range or no compliance requirement. This definition must be documented and agreed upon with the client.

Reference temperature ranges (°F)

The following are reference ranges only and must be reviewed and validated with each client before being used as compliance targets.

Zone typeModeReference range (°F)
Customer-facing retailCooling (standard hours)68 – 76°F
Customer-facing retailCooling (high-traffic hours)66 – 74°F (1–2°F lower justified by elevated metabolic load)
Customer-facing retailHeating68 – 72°F
Storage / back-of-houseAny60 – 80°F (wider range; setback more aggressive overnight)
Office spacesCooling70 – 76°F (ASHRAE 55)
Office spacesHeating68 – 72°F

Reference ranges only. Calibrate per client, zone type, climate zone, and operational agreement. Portfolio compliance target (default: 85% of sites compliant) to be agreed with each client.

Asymmetric interpretation of deviations

Above-range and below-range deviations have different operational meanings and urgency levels.

Too high (above upper band)

Cooling mode: comfort failure — space warmer than expected. Also implies the equipment is working harder than needed → efficiency impact. Highest urgency during business hours.

Heating mode: overconsumption — space warmer than necessary → energy waste.

Too low (below lower band)

Cooling mode: overconsumption — equipment cooling more than needed → energy waste and potential comfort issue (too cold).

Heating mode: comfort failure — space colder than expected → occupant dissatisfaction.

02 Impact

How this metric moves the four customer value drivers

Temperature Compliance is one of the four HVAC optimization metrics Keedian tracks. The table below shows how moving this metric impacts each of the four customer value drivers the product is designed to improve. These are the same four levers expressed on every HVAC product page as Expected Outcomes — the metric pages explain the mechanism; the product pages express the magnitude.

Value driver Impact strength How Temperature Compliance moves this lever
Energy savings Indirect Temperature Compliance is the outcome of equipment + controls + setpoint configuration; it is not a direct energy lever on its own. Healthy compliance does create headroom to optimize setpoints and schedules more aggressively for energy without risking comfort.
Avoided truck rolls Direct, strong Temperature non-compliance is the primary signal that drives comfort complaints and, with them, reactive dispatch. Catching compliance dips before customers complain enables proactive remediation. The compliance trend is also the critical triage input that separates a real comfort failure from a false alarm — avoiding unnecessary truck rolls in both directions.
Asset lifespan Indirect Non-compliance is the symptom of equipment struggling, not a direct lifespan driver. Acting on compliance protects against the underlying issues (refrigerant, coils, fans, capacity), so it indirectly extends life; the direct lifespan levers are Runtime and Cooling DeltaT.
Customer experience Direct, primary Temperature Compliance is the CX metric for HVAC. Comfort means temperature in the expected range during occupied hours; this metric measures it directly. It is both the leading indicator (drops precede complaints) and the lagging confirmation of every other lever's success.
03 Detection

How it surfaces and when it is reviewed

How it surfaces

Alarm
Can be configured to trigger when space temperature exceeds the upper band for a sustained period during evaluated hours — this is the higher-urgency direction as it directly affects occupant comfort.
Equipment
Temperature compliance shown out of range in the Site Dashboard per-unit table, with direction of deviation visible (above or below band).
Site
Individual RTU or zone flagged in the HVAC Detail or Top/Worst Performers tab.
Portfolio
Compliance rate drops below agreed target in the Executive Summary dashboard.

Review cadence

Monthly
Reviewed during MBR using the portfolio trend chart.
Weekly
Operations team reviews worst performers list.
Real-time
Alert triggered for sustained above-range events during business hours where configured.
04 Alarms

Principal alarms derived from this metric

The table below summarizes the principal alarms that fire directly from Temperature Compliance. Each row links to the full operational detail (trigger, preconditions, action plan, human role, linked SOPs) in the SOPs catalog. These are single-metric alarms only — composite FDD that combines multiple metrics with control state and weather context will appear in a future release.

Alarm Description Severity Tier AI executes? Value drivers SOP
Severe temperature deviation Space temperature is far outside the expected band — an active comfort failure is in progress. Urgent Essential Hybrid Customer experience · Avoided truck rolls Open SOP →
Sustained temperature out-of-range Space temperature has been outside the expected band for longer than the noise / startup tolerance window. High Optimized Hybrid Customer experience · Avoided truck rolls Open SOP →
More alarms in development

Roadmap: rolling site-compliance KPI (% of time in compliance over a daily/weekly window) — currently surfaced as a dashboard metric rather than an alarm. Composite alarms in development (multi-metric FDD): capacity vs load mismatch, comfort masked by override (correlation with Setpoint Compliance), early-warning comfort risk (DeltaT degradation predicting future Temperature Compliance dips).

05 Actions

What to do based on the alarm

The action plan for each alarm lives on its own SOP page in the SOPs catalog — with the diagnostic steps, human role, value drivers, and escalation criteria specific to that alarm. The list below maps each temperature-derived alarm to its SOP; this page keeps only the cross-alarm items that don't belong to a single SOP (definition errors, sensor placement, capital decisions).

Compliance window or range definition is incorrect (metric-level — not a single alarm)

If the configured compliance window or expected range doesn't reflect the site's actual operational hours, traffic patterns, or zone type, every alarm derived from this metric is unreliable. Correct the zone configuration, recalculate affected periods if possible, and document the correction. Validate any change with the client before applying.

Responsible
Keedian operations team
Urgency
High — incorrect definitions make the metric unreliable
Client approval
Yes — any range or schedule change must be validated with the client

Sensor location or data quality issue suspected (metric-level)

If a sensor sits near a supply diffuser or in an unrepresentative location, it will consistently read lower (or higher) than the actual space temperature, biasing every alarm against the site. Escalate internally to the technical team. Do not report the site as non-compliant until the issue is confirmed or ruled out.

Responsible
Keedian technical team
Urgency
Medium
Client approval
No for investigation — Yes if physical sensor relocation is needed

Capacity exceedance from site change (metric-level — CapEx conversation)

If site changes have permanently increased heat gain (expansion, layout change, kitchen install), the current HVAC capacity may no longer be sufficient — this is a capital-expenditure conversation, not a per-SOP operational fix. Document the timeline and any known site changes. Present findings to the client in the MBR with comparison to baseline thermal load.

Responsible
Keedian account manager (communication) + operations team (data)
Urgency
Medium unless comfort impact is severe
Client approval
Yes — CapEx decisions are entirely on the client's side
06 Escalation

When and how to escalate

Per-alarm escalation criteria live in the Escalation block of each SOP in the SOPs catalog. The patterns below are metric-level — they are read from the portfolio view, not from any single alarm firing, and don't belong to a single SOP.

General note

Escalation criteria and communication protocols should be defined as part of the operational agreement with each client. The guidelines below are a general reference and should be adapted to the specific terms, SLAs, and relationship dynamics in place for each account.

Portfolio-level patterns — typically communicated in the MBR
  • Portfolio compliance below target for two or more consecutive months
  • Sites where temperature compliance is low despite correct setpoint compliance — the clearest signal of an equipment or capacity issue across the fleet
  • Sites where below-range patterns suggest ongoing overconsumption (energy lever, not comfort lever)
Cross-alarm urgency — typically requires out-of-cycle communication
  • Capacity exceedance: analysis suggests the current HVAC capacity is no longer sufficient for the site's thermal load — CapEx conversation, do not wait for the next MBR
  • Data-integrity issue affecting temperature values across the portfolio — pause MBR reporting until resolved
  • Compliance failure correlated with a regulatory, audit, or public-visibility event for the client
07 Prevention

Controls to avoid recurring issues

Configuration controls

  • Define and validate the compliance window and expected temperature range for every zone type at every site before activating the metric — including differentiation between high-traffic and low-traffic periods
  • When a site undergoes physical changes, reassess whether the existing compliance definition is still appropriate
  • Establish a process to update definitions when client operating hours or zone usage changes

Monitoring controls

  • Configure automated alerts for sustained above-range events during evaluated hours
  • Cross-reference temperature compliance with setpoint compliance and Cooling ΔT monthly to distinguish between configuration, operational, and equipment issues
  • Track above-range and below-range events separately — they signal different problems

Reporting controls

  • Include the temperature compliance portfolio trend in every MBR
  • Report compliance separately for above-range and below-range deviations where possible
  • When a site shows correct setpoint compliance but poor temperature compliance, flag this explicitly — it is often the most actionable finding in the MBR
08 Product View Summary

Summary for use in product pages

Product View Summary · HVAC Temperature Compliance

Percentage of time actual space temperature was within the expected range during evaluated hours. Measures whether the physical result is achieved, independent of how the thermostat is configured. Correct setpoints with poor temperature compliance is the clearest signal of an equipment or capacity issue. Above-range events during business hours are the highest-urgency scenario. Reviewed monthly in MBR.

09 Linked SOPs

Standard operating procedures

SOPs linked to this metric will be documented here. Each SOP will describe the step-by-step operational procedure for a specific scenario identified in the Alarms and Actions sections above.