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3 preparation activities, 1 data and material needed from the site – Retrotec USACE User Manual

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32 ENERGY & PROCESS ASSESSMENT PROTOCOL

for an energy assessment, select the systems in those buildings to be
audited, or from a given system, the components to be considered for
more detailed study
Collect any further information available (which saves time when the

team arrives on site)
Determine the necessary technical skills required to conduct the sur-

veys, the optimal size of the team, the number of subteams, and the
duration of the assessment based on the scope of the study

It is important that all the information from the visit be delivered to the

assessment team. The project manager’s role is mainly to deliver information
and coordinate the work.

5.3 Preparation Activities

The project manager should coordinate the preparation activities well before
the site visit. Going to the site unprepared is usually frustrating for everyone
involved and wastes time while waiting or looking for people and material.

The project manager should act as a link between the site staff and the as-

sessment team and make sure all preparations are made on both sides.

5.3.1 Data and Material Needed from the Site

The project manager should agree with the site’s staff representative who will
collect the data and material needed for the assessment. The material is needed
before the actual assessment work on site begins. This information should be
available at the in-briefi ng or start-up meeting:

Facility data: building ID, use, building volume, fl oor area, year of con-

struction, renovations, schedules of use (daily, weekly), number of build-
ing occupants (if available)
Energy and water suppliers

Tariffs (energy and water consumption cost, fi xed cost monthly and

yearly, demand-based cost, etc.)
Metering (where energy and water meters are, how metering data is

available)
Consumption data

Yearly consumption (MWh/a)

Monthly consumption, if available

Historical data from 3–4 years

Reasons for changes in energy consumption

Peak demand data (kW)