Retrotec USACE - Manual (Page 57)

Chapter 5 35
Are ID or passport details or copies needed in advance? ■
Are equipment lists with equipment ID details needed for bringing mea- ■
suring devices to site?
5.4 Assessment Team Kick-Off Meeting
It is recommended that the assessment team get together before going to the
site. Even if the team has worked together in previous assignments, it is useful
to go through the details of the project and make sure everyone knows what to
do. The project manager is responsible for arranging and making preparations
for this meeting. The project manager must be well prepared. In the meeting
the project manager will
Explain the main aim of the assessment. ■
Inform the team of the goals and schedule for the project. ■
Introduce team members and their roles, who will be doing what and ■
why.
Report what information has been collected before the assessment.
■
Inform the team of the energy costs and tariffs. (If the project manager ■
or a team member has not done so before the meeting, who will do the
energy cost and tariff analysis should be decided at this meeting.)
Suggest what kind of saving measures are the main focus.
■
Introduce the special features of the site. ■
Defi ne the schedule for the activities after the site visit (when reporting ■
material is expected from the team and when the report to the client will
be ready).
The assessment team should then discuss the special features of the site
and also decide (depending on the expertise of the members) how certain parts
of the assessment will be carried out (e.g., whether the mechanical expert or
the electrical expert look at electrical heating, who will check the controls from
the BMS).
5.5 In-Briefi ng/Kick-Off Meeting On-Site
Upon arrival at the site on the scheduled assessment date, the team conducts a
kick-off meeting and a team-building session with the plant’s management (pref-
erably top-level); the staff responsible for planning, manufacturing, engineering,
energy management, mechanical systems, S&H; other major stakeholders; and the
members of the assessment team. The assessment team briefs the customer’s side
of the team on the goal, objectives, and time schedule of the on-site assessment
and requests time slots to interview major players from the customer’s side.