Step 1: Pre-Assessment Information Gathering

Client is sent a Pre-assessment Form. This form includes:

1. 1. 1. Size of Plant and plant layout
      2. Industry type (SIC / NAICS code) and process description
      3. Production levels, units and dollars, operating hours
      4. A one-year history of utility bills
      5. List of major energy consuming equipment

Step 2: Ensure Proper Point of Contact

1. 1. 1. Plant manger
      2. Energy manager
      3. Environmental personnel
      4. Maintenance personnel

Step 3: Pre-Assessment Analysis

1. 1. 1. Analyze the manufacturing process
      2. Chart and graph utility bills
      3. Analyze utility bills for trends and errors; establish unit cost of energy
      4. Start Plant profile using QuickPEP
      5. Identify key energy systems
      6. Review design and other technical documentations
      7. Identify possible energy saving potential recommendations using ITAC database
      8. Develop Assessment Day Strategy

Step 4: Day of the Assessment

1. 1. 1. Arrival (Typically 9am)
      2. Introduction (~15 mins.)
      3. Description of manufacturing process and operations (~15 mins.)
      4. Plant Tour (~1-2 hrs.)
      5. Meeting room debriefing (~15 mins.)
      6. Review notes and brainstorm at Lunch (~1 hr.)
      7. Refine List of opportunities to be investigated (~10 mins.)
      8. Data Gathering (~1 hr.)
      9. Exit Interview (~ 15 mins.)

Step 5: Post Assessment Activities

1. 1. Conduct engineering and financial analysis
   2. Contents of an ITAC Report
      • Executive Summary including summary of Recommendations
      • Plant Description
      • Process Description
      • Resource Charts and Tables
      • Major Energy Consuming Equipment
      • Best Practices
      • Description of Individual Energy Saving
        Recommendations
   3. Draft Case Studies/Success Stories
   4. Follow-up to Report
   5. Positive Publicity Posts on Social Media