The pre-assessment form will be provided to the client. This form generally includes:

• 1. Size of Plant and gross revenue
• 2. Industry type (NIC code) and process description
• 3. Production levels, units, monetary values, operating hours
• 4. A one-year history of utility bills
• 5. List of major energy-consuming equipment

• 1. Senior Executive in charge of the plant operation
• 2. Plant manager
• 3. Energy manager
• 4. Environmental personnel
• 5. Maintenance personnel

• 1. Analyze the manufacturing process
• 2. Chart and graph utility bills
• 3. Analyze utility bills for trends and errors; establish the unit cost of energy
• 4. Start plant profile
• 5. Identify key energy systems
• 6. Review design and other technical documentation
• 7. Identify possible energy saving potential recommendations using the KISEM database
• 8. Develop assessment strategy

1. Introduction

• History of the KISEM program, the kick-off meeting
• Distribute case studies, tip sheets

2. Description of the Manufacturing Process and Operations

• Is this a typical day?
• Run through the process following the material flow
• Discussion of inventory levels
• Questions about defects, bottlenecks, and waste materials
• Present charts and tables of utility bills

3. Plant Tour

• Conduct in the direction of the material flow
• Plant Manager to conduct a tour
• Only one person will ask questions
• Conceptual tour, no data taken

4. Meeting Room Debriefing

• Discuss the process, ask questions
• Develop and plan for the afternoon
• Create specific tasks and divide them into teams

5. Review Notes and Brainstorm

• Develop a list of potential energy-saving opportunities
• Ensure that everyone has clarity of process and potential recommendations

6. Refine the List of Opportunities to be Investigated

• Decide what information needs to be gathered, measured, monitored
• Assign teams to specific tasks
• Make plans to meet at the assigned time and place

7. Field Data Gathering (Only in Detailed Assessment)

Conduct Measurements, monitoring, and diagnostic testing for:

• Motor systems
• Heat processes
• Cooling processes
• Water use and pumps
• Ventilation
• Compressed Air
• Delivery and distribution systems

Note: In case of a walk-through Assessment, for any key details identified, field data must be gathered.

8. Closure Meeting

• Discuss findings with management
• The preliminary estimate of potential savings
• List out additional information required
• Prioritize recommendations of analysis

• Communicate on the list identified in the closure meeting
• Send out the mail if required in a specific format
• Follow up over calls and emails to collect maximum data
• Collate the details and classify them as required for the analysis

1. Conduct engineering and financial analysis
   • Develop first-order estimates of implementation cost
   • Deliver draft report to the client, upload data to KISEM database
2. Contents of a KISEM Report
   • Executive Summary including a summary of Recommendations
   • Plant Description
   • Process Description
   • Resource Charts and Tables
   • Major Energy Consuming Equipment
   • Best Practices
   • Description of Individual Energy-Saving Recommendations
3. Follow-up and finalize Detailed Report
   • Call the client within two weeks to get the feedback on the draft and mutually finalize the Final Report
   • Submit the Final Report to the client
   • Update the data in the KISEM Database
4. Follow-up Actions
   • Call the client in two weeks to ensure delivery and answer any questions
   • Follow up in 2–3 months for the implementation schedule of Recommendations
   • Call the client in 6–9 months for implementation data
   • Upload data to the KISEM database
   • Inquire about the potential for a Case Study of the project(s)