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14 introduction of results: final meeting – Retrotec USACE User Manual

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52 ENERGY & PROCESS ASSESSMENT PROTOCOL

Saving in energy and water cost

Investment needed

Payback time

Energy auditor ID (who is writing about this measure)

Client approval (will be implemented immediately, will be budgeted

for next year, may be implemented later, will not be implemented)
Client ID (who made the decision and the date it was made)

Even a simple Excel-spreadsheet will contain the necessary data and keep

the information organized during the assessment work and also help the client
in keeping the saving measures on the list of things to do. Clients with a large
building stock may use databases with user-friendly interfaces and limited user
access for auditors, contractors, and O&M staff.

When the energy assessment scheme management combines this data into

energy consumption data, assessment cost data and budget data, he or she
has a simple monitoring system on the effectiveness of the energy assessment
scheme (results versus money spent).

5.14 Introduction of Results: Final Meeting

When the report is ready and the material has been sent to the client and/or
site staff, a meeting is usually arranged to present the fi nal results and to close
the project. The main aim of the meeting and introduction of results is to help
the client with decision-making and implementing the suggested saving mea-
sures.

The meeting agenda should include the following topics:

Goals of the assessment project

Main phases of work

Key results, concentrating on the big picture and main savings

Rough benchmarking to similar sites, if possible

Main technical improvements

The presentation to decision-makers is not necessarily very technical, but

should introduce a summary of the saving potential, investments needed, and
the payback times and profi tability.

The meeting should also discuss what happens after the assessment:

Does the assessment report give clear advice on how to go on after the

assessment?
How does the client implement the list of saving measures? Will they

need help?
Does the client or the O&M staff have a systematic procedure to elimi-

nate energy-wasting mistakes and malfunctions?