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Retrotec USACE User Manual

Page 42

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20 ENERGY & PROCESS ASSESSMENT PROTOCOL

guidelines to get a tender, including a fi xed assessment cost, and uniform qual-
ity from the assessment teams (e.g., content of the assessment, reporting).

3.4.1 Goals of the Scheme

Goals for an energy assessment scheme are usually given as an amount of build-
ings or building volumes to be assessed annually in the sectors (e.g., building
types) defi ned as targets of the assessment. The goals should also determine
the intended effects (such as energy savings) to be achieved by an energy as-
sessment. A smaller volume of more detailed energy assessments might bring
in better savings than a very light walk-through-type energy assessment model
in a large number of assessments of buildings.

The set goals have a strong effect on the total expenditure of the scheme

and on the human resources needed both to implement the assessments and
to coordinate the activity.

3.4.2 Administration

An energy assessment scheme includes several tasks and responsibilities that
can be connected to four different parties—the four key players. Two out of
these key players are self-evident. The auditor is needed to do the auditing
work, and the client is needed to order it. The client (or clients) will be defi ned
when the targets of the assessment scheme are agreed upon.

The other two players are called the administrator and the operating agent.

Without the administrator there is no scheme, as the whole set-up is expected
to be initiated by a government level body. The fourth player, the operating
agent, is responsible for running the energy assessment activity in practice.
Normally, the operating agent is a neutral organization working under the su-
pervision of the administrator.

An energy assessment scheme has several operational activities—fi nanc-

ing, reporting, monitoring, supervision (guidance), and marketing—as well
as concrete objects such as databases and help-desk services that need to be
maintained somewhere. By using the four key players as the basic operators re-
sponsible for the specifi ed tasks, the program developer can plan the structure
of the administration for the program. Although there will be a lot of detail
planning to be carried out later, developing the fi rst general picture at an early
stage is essential.

3.4.3 Budgeting and Scheduling

The administrator of the energy assessment scheme should plan 18–24 months
ahead which sites will be audited and when. The budget frame can be rough