overview of assessment tasks pre-assessment

Overview of Assessment Tasks

Pre-assessment

Assessment

Report Development

Major Tasks

Client Recruitment Data Collection Team Preparation (including

safety concerns) Equipment Check

Pre-assessment Tasks

Client Recruitment: Make initial contact Explain the assessment process Telemarketing worksheet


Data Collection: Collect initial information—annual sales,

product, annual energy cost, number of employees

Collect additional information—major energy consumers and process equipment, areas of concern, operating hours


Data Collection: Obtain electric and other energy bills—

not summaries Obtain equipment list and plant layout if

possible Get directions to plant and confirm

assessment date and time


Pre-assessment Exercise

Team preparation: Meet at least once prior to assessment to

discuss plant Students should be employees, not visitors Be aware of any safety requirements the

plant has Assign tasks to students Decide what equipment to take Make sure all equipment is in working order


Introductory Meeting Plant Tour Brainstorming Task Assignment Measure Investigation Task Reporting Wrap-up Meeting

Assessment Tasks

Introductory Meeting: Keep meeting brief (15-30 min.) Introduce team Discuss funding source Discuss typical day Describe final report Discuss planned follow-up

Assessment Tasks

Introductory Meeting: Have plant representative summarize

the plant, process, and product Listen to client's needs Review any safety precautions Answer client’s questions

Assessment Tasks

Plant Tour: Keep team together and moving Consider an 8.5” x 11” layout in advance

of tour Don’t let tour guide get ahead of team Keep tour brief: use afternoon for

detailed follow-up See all of the processes and equipment

that is relevant

Assessment Tasks

Brainstorming: Ask students for input Identify major energy consumers and

concerns Consider lighting, compressors, HVAC Peak demand if applicable Fuel switching

Don’t forget client's needs

Assessment Tasks

Brainstorming: Keep team focused on good ARs that

are appropriate for the plant and quantifiable

Assign students or teams to specific ARs

Discuss what data is needed and how to get it

Make sure students understand what is needed

Assessment Tasks

Brainstorming Exercise

Task Assignment: Assign potential recommendations or

types of recommendations to students Make assignments based on who will

write up the measure Assign report sections (e.g., process

description)

Assessment Tasks

Measure Investigation: Discuss what data is needed and how to

get it Make sure students understand what is

needed Distribute appropriate site sheets Secure proper analysis equipment Secure escorts if necessary

Assessment Tasks

Measure Investigation: Typical measurements include:

Temperatures Flow rates (air and water) Motor RPMs and operations Boiler operation Air compressor temperatures and operation

Assessment Tasks

Task Reporting: Have students report back with their findings Students should double check their numbers

Motor rpms in proper range Estimate motor load factors Double check operating hours Verify anything that would be a nuisance to

call back about

Assessment Tasks

Task Reporting: Consider making some on-site

calculations On-site time is valuable

Easiest data to get is what you obtain in the plant on the assessment day

Hardest data to get is what you didn’t get in the plant on assessment day

Assessment Tasks

Wrap-up Meeting: Discuss all ideas considered Have students discuss their findings Explain the next steps to the client

Assessment Tasks

Assignments Report Development Proofing Submittal

Report Development Tasks

Assignments: Post-assessment meeting to review

assessment Review all recommendations with team Assign recommendation write ups

according to student capabilities


Assignments: Discuss what data is needed and how to

get it Determine deadlines

Consider student and staff schedules and loads

Be realistic


Proofing: Review all recommendations and

provide students with suggestions for revisions Consider consistency within

recommendation Consider consistency within report

Students revise original recommendations as needed


Proofing: Assemble report Final review of report appearance Submit to copy service


Report Submittal: Prepare cover letter to client Forward two bound copies to client Submit one electronics copy to the

Rutgers University


Assessment Equipment

Most Frequently Used Equipment

Safety equipment (hardhats, safety glasses, earplugs, . . .)

Combustion analyzer Electrical measurement (e.g.,

ampmeters, voltmeters, multimeters, watt meters, . . .)

Temperature meters Distance measurement

Speed measurement (e.g., tachometer, stroboscope)

Data acquisition systems Sound system (for use during plant tour) Ultrasonic leak detectors

Most Frequently Used Equipment

Equipment Selection Factors

Team experience Safety (e.g., electrical hazards) Durability Analog vs. Digital Battery operated Warranty and servicing (ease of repair)

Common Equipment Price Ranges

EQUIPMENT COST RANGE

( U.S. $)Data acquisition system 910-6400

Temperature sensing 210-570

Vibration meter 1130

Flashlight 25

Sound level meter 200

Distance measuring 15-30

Ultrasonic flowmeter 870-5000

EQUIPMENT COST RANGE (U.S. $)

Flowmeter (hot wire anemometer) 150-750

Cordless drill 160-230

Tape recorder 100

Sound system 800-2400

Relative humidity meter 360

Telescoping mirror 25

pH meter 370


EQUIPMENT COST RANGE (U. S. $)

CO detector 475

Multimeter 320

Combustion analyzer 800-2200

Binoculars 90-600

Digital scale 80

Ampmeter 130-220

Ultrasonic leak detector 190-3500


EQUIPMENT COST RANGE (U.S. $)

Digital camera 400

Watt meter 390-980

Hobo datalogger (on/off) 100

IR heat gun 250-1300

Digital tachometer 225-260

Light meter 125-250

Stroboscope 225-550


Equipment Demonstration

Energy Consuming Systems and

Common ECOs

Carousel Brainstorming

overview of assessment tasks pre-assessment

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