Site Plans and Major System Drawings

Available copies of site plans of the entire facility should be obtained and studied for the purpose of identifying the location of each area to be addressed in the study. Distribution system and central plant schematic diagrams and equipment schedules should also be obtained to provide a general understanding of those systems. Particularly valuable before embarking upon a site visit are equipment schedules for energy intensive equipment. Reduced scale floor plans are often a useful aid in preliminary study work (for example, to keep notes on locations of equipment or to assist in compiling lighting inventories). If these are available, they should be collected and distributed to the study team in advance.


Information and Data Gathered

Scope of Work Performed

Results and Deliverables

Utility Information

Two-year billing history (annual consumption and demand for electricity, fuels, purchased utilities, water); Copies of actual bills; Utility rates; Copies of the current tariff books

Become familiar with usage patterns; Review current rates and service options; Assess marginal, incremental costs; Consider load aggregation supply-side options, such as real-time pricing, interruptible service, etc.

Provides basis for ongoing load analysis; Graphical load profiles, energy use indices (e.g., $/kWh, $/Btu, Btu/sq.ft.); Model to simulate actual bill calculation and accurately predict utility cost savings


Nameplate data, operating and/or computer trend logs and/or maintenance contracts; Known maintenance or operational problems; Pressure, flow, voltage requirements

Inspect equipment and gather basic model and operating data; Assess condition, reliability, ability to meet loads

Retrofit, replacement, or control options for efficiency improvements consistent with an overall master plan for the facility; Load reduction opportunities



Site plans, distribution system schematics, mechanical equipment schedules, control system schematics; Interviews with facility technical, operations, and maintenance personnel; Previously completed studies

Gain general understanding of layout, configuration, and loads served; Begin to confirm accuracy of record drawings; Review and determine status of any applicable measures

List of all applicable measures and first level screening for technical and financial feasibility

Facility Needs

Field work logistics; Activity schedules; Points of contact for particular resources

Develop list of buildings to be surveyed, work out access and communications

Minimal disruptions to facility operations; Efficient use of staff time


Long-range facility planning documents; HazMat regulations; Areas of concern

Brief review for consistency with proposed measures; Identify and record potential problems

Preparation for Detailed Study by identifying logistical and environmental barriers

Measure Savings

List of targeted measures from Scoping Audit; All survey data; Occupancy and activity schedules

Prepare measure- and site-specific screening tools; Correlation plots of loads vs. temperatures to give aggregated load profiles and seasonal operating efficiency

Quickly screen cost-effective and practical measures with simple analytical techniques; Can consider more alternatives (e.g., equipment options, fuel types)

Measure Costs

OM&R records; Gross cost indicators (capacity, floor area, etc.)

Establish current OM&R costs; Rule of thumb installed cost estimates

Capital cost and avoided maintenance cost estimates for new equipment

Financial and Contractual

Preliminary cost and savings estimates; Predictions of future market values

Parametric runs of financial model for sensitivity analysis

Identify technical and financial assumptions that most affect financial goals

Design Issues

Photographs and/or sketches

Establish physical limitations of retrofit construction

Space limitations, site code requirements, site logistics

Construction Issues

Construction-related site difficulties; Vendor quotes for major equipment; Facility preferences or recommended contractors

Assess rigging, piping, structural modifications, demolition, etc.

Modifiers to "rule of thumb" cost estimates

Operational Issues

Operating conditions (controls, operating schedules, comfort, and ventilation standards)

Interviews with facilities staff (all shifts), inspections, review of equipment logs

Establish clear baseline and confirm with facility management

Fig. 41-2 Summary of Work Effort - Preliminary Feasibility Study.

Fig. 41-2 Summary of Work Effort - Preliminary Feasibility Study.

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