# Presentation: 177486

## Overview of Assessment Tasks

## Pre-assessment
Assessment
Report Development

- Assessment
- Report Development

***Major Tasks***

## Client Recruitment
Data Collection
Team Preparation (including safety concerns)
Equipment Check

- Data Collection
- Team Preparation (including safety concerns)
- Equipment Check

***Pre-assessment Tasks***

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

- Make initial contact
- Explain the assessment process
- Telemarketing worksheet

***Pre-assessment Tasks***

## 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

- 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

***Pre-assessment Tasks***

## 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

- 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 Tasks***

## 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

- 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

***Pre-assessment Tasks***

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

- 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

- 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

- 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

- 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

- 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)

- 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

- 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

- 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

- 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

- 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

- 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
- 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

- Post-assessment meeting to review assessment
- Review all recommendations with team
- Assign recommendation write ups according to student capabilities

***Report Development Tasks***

## Assignments:
Discuss what data is needed and how to get it
Determine deadlines
Consider student and staff schedules and loads
Be realistic

- Discuss what data is needed and how to get it
- Determine deadlines
- Consider student and staff schedules and loads
- Be realistic

***Report Development Tasks***

## 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

- Review all recommendations and provide students with suggestions for revisions
- Consider consistency within recommendation
- Consider consistency within report
- Students revise original recommendations as needed

***Report Development Tasks***

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

- Assemble report
- Final review of report appearance
- Submit to copy service

***Report Development Tasks***

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

- Prepare cover letter to client
- Forward two bound copies to client
- Submit one electronics copy to the Rutgers University

***Report Development Tasks***

## 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

- 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 |

## Common Equipment Price Ranges

| 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 |

***Common Equipment Price Ranges***

## Common Equipment Price Ranges

| 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 |

***Common Equipment Price Ranges***

## Common Equipment Price Ranges

| 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 |

***Common Equipment Price Ranges***

## Equipment Demonstration

## Energy Consuming Systems and Common ECOs

## Carousel Brainstorming