Retrotec USACE - Manual (Page 53)

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5
Assessment Procedure
The procedure described in this section is basically for a Level I assessment
with some specifi c features for Level II and Level III assessments.
5.1 Agreement on the Energy Assessment
The energy assessment usually begins when the auditor’s tender for work has
been accepted by the client. The tender (or an agreement) defi nes the content
of work and the project cost. It usually also lists the team of auditors who will
participate in the project and suggests a schedule for the start-up and reporting
of the work.
It is important that all parties involved be aware from the very beginning
what their part in the project is and what is expected from them at each point
of the schedule.
Typically, the energy assessment involves
The client who pays for the assessment ■
The organization on site, which is familiar with the operation and main- ■
tenance and has the technical knowledge and documents
The building occupants on site
■
The energy assessment team ■
Others (contractors, ESCOs, etc.) ■
5.2 Preassessment Site Visit
The project manager may visit the site before the actual energy assessment
takes place. This visit may be during the tendering process or after the agree-
ment has been made.
The purpose of the preassessment visit is to
Discuss the forthcoming assessment with the site staff ■
Give site staff a clearly defi ned list of the information that will be ■
needed before the energy assessment team arrives on site
Conduct a Level 0 assessment to become familiar with the site
■
Select from the building stock those buildings that are most promising ■