Project Development Phases

All integrated energy resource optimization projects must begin with some type of study that identifies the opportunities and quantifies them in such a manner that a scope of work can be developed and financial decisions made. The multi-phased integrated approach involves a multidisciplinary team effort designed to process a large quantity and variety of information. The team should consist of technical experts from analysis, design, construction, OM&R, and M&V disciplines. These technical disciplines are supplemented by financial, contractual, energy source procurement, and risk management expertise. The process requires this cross-functional team because the nature of the projects involves all of these disciplines and requires their specialization and the volume of information requires a team effort to process. Moreover, risk management dictates extensive cross-checking and internal quality control.

Energy efficiency opportunities may be categorized by their location in the energy conversion flow, e.g., end-use measures, distribution system measures, central plant measures, and utility supply-side options. Specialists are assigned by technical discipline, such as lighting, HVAC, pumping systems, and central chillers/boilers, though in many cases, an individual may be assigned multiple tasks, depending on the skill sets possessed.

Fig. 40-1 Flow Chart of Design-Build Process.

All utilities are evaluated, as well as energy-related operating costs, such as water usage, waste water, emissions, and solid waste. The utility supply scenario is reviewed in the context of the facility master plan and future opportunities that are prudently anticipated to arise from deregulation. Alternative supply and purchasing options are explored along with supply risk management and load management techniques that will enhance these options.

The development approach should intentionally be split into multiple phases to allow early high-level screening of opportunities to streamline subsequent efforts. During the early phases, the project scope and potential measures are reviewed by representatives of each discipline and/or experienced senior managers with cross-disciplinary expertise. This ensures practical and efficient review of all critical success factors early in the process.

In most cases, a formal two-phased study approach should be undertaken. Prior to this, an additional stage, or Scoping Audit, should be added to the process to initially verify if there is viable project potential. It can also serve to determine an overall plan of action. With the Scoping Audit (for early screening and master plan development) and the phased feasibility approach, the development team should make effective use of its professional resources and not waste the client facility management's time. As the process proceeds, results are carried forward, additional information is gathered, and the team consults regularly (internally and with facility representatives at key milestones) to continuously screen measures in increasing detail and refine them to match site conditions and facility needs. Interaction between measures (both physical effects and analytical impact) is given increasing attention so that an optimal package of measures is developed. The phased approach also affords the opportunity for multiple quality control review

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