Consistent with the EMS client focus, we approach each project as a unique exercise. While many of our clients have much in common, we have no “off the shelf” products to offer. We understand that each project will have unique imperatives and we studiously work to understand and accommodate those imperatives.
Having a clear understanding of the project imperatives and client expectations, we will work with the client to define the scope of work or systems to be considered, the level of effort or detail of data gathered and the detail and format of the deliverable. We will also determine the financial analytical tools, methodology and heuristics that will be agreeable to the client.
Having a clear understanding of expectations, we will execute an agreement with the client specifying costs, terms of payment, details of any monitoring and or testing, any contingencies and period of performance.
A more detailed outline of the EMS Standard Operating Procedure (SOP) is as follows:

• Understanding the nature of the client and his business
• Client expectations for the energy management exercise
• The client “Core Mission”
• The client short term vision for energy
• The client long term vision for energy
• The client motivation for the energy management exercise
• Client operational imperatives
• Client financial imperatives
• Client operations paradigm
• Client safety program details and requirements
• Preliminary data acquisition
• Climatological data for the client location
• Drawings (architectural, mechanical & electrical) of the targeted facilities
• Any available records and or descriptions of energy using equipment
• Any previous energy or building condition assessment audits or reports
• At least 24 months of most recent energy billing or consumption records
• Applicable utility tariffs
• Local and or regional available incentives
• Available electrical pulse data
• Pre-Mobilization
• Develop a mutually agreed schedule for site work
• Develop a plan of action for data acquisition and communicate that plan to the client for approval
• Communicate to the client the names, contact information and any pertinent information required for security purposes
• Establish contact with a designated site point of contact (POC)
• Site data acquisition
• Conduct a kick-off meeting with all EMS team members and the site POC and other client personnel who will be providing specific information and or providing escort services
• The EMS team will have a designated team leader through which communications regarding the progress or specific detail will flow to the site POC
• The audit team will respect the client schedules and work only during regular work hours. An exception may occur that requires a night walk of exterior lighting or a “Dark Walk” may be conducted to determine efficacy of automatic lighting and HVAC controls.
• The EMS team will respect the client operations imperatives but the site POC or their designated escort will promptly respond to requests for access or specific information
• At the beginning of each work day, the EMS team leader will conduct a briefing with the EMS team and the POC or designated escort the plan for the day including
• Which facilities are to be addressed that day
• Any safety issues anticipated
• Any specific access anticipated
• Any support required from client personnel
• Technology assignments for the EMS team members
• No intrusive or destructive observations or testing will be performed, but in the judgment of the team leader, it may be necessary to open confined spaces and equipment (electrical, HVAC, various pits and vaults)
• Data collected, notes and observations that will inform the final report will be collected and entered into a computer tabular format, designed to be both a checklist for data acquisition and preliminary analysis to quickly identify anomalies that may require additional data or observation
• Should the team leader determine that nondestructive or intrusive testing is required to inform the audit and resulting recommendations, such activities will be clearly defined and coordinated through the location POC, such that the appropriate location personnel will access the equipment to provide the requested information
• At the end of each working day, the team leader will review the acquired by the team members, to address any potential discrepancies or concerns prior to demobilization
• As the data acquisition process goes forward, the team leader in consultation with the other team members and the POC will review the planned process to identify progress and plan modifications to the plan of work suggested by unanticipated findings and actual work conditions
• The team leader will monitor the daily results for completeness and accuracy, making modifications to the SOP as necessary to insure the best possible resulting deliverable
• Devices, equipment and processes of interest will be identified with a “Tag #” such that pictures, observations, notes, recommendations and test results, if any, are cross referenced
• Prior to de-mobilization, the team leader will conduct an out brief for the POC and POC designated participants, reviewing the work done and any ancillary issues noted during the process requiring immediate attention
• Unless specified in the SOW, observations of condition will be made with the understanding that the observation is not a statement of condition, (which would imply exhaustive examination and testing of a device, piece of equipment or process)
• Post site work
• The team leader will work with EMS administrative and clerical personnel to assemble all the acquired data into a previously agreed format
• EMS will prepare a series of Energy Conservation Opportunities (ECO's) that will include
• The specific location of the ECO
• A description of the concept involved
• An estimate of implementation costs with sources and formulas
• An estimate of any available incentives for implementation
• An estimate of expected savings with consideration of
• Changes to energy consumption
• Avoided capitol costs (ACC)
• Changes in operation and maintenance (O&M) costs
• Present value (PV) of future savings
• Client selected financial impact format, (internal rate of return (IRR), savings to investment ratio (SIR), present value (PV) or other format)
• If required, a statement of the expected impact on the carbon footprint
• Reporting
• Our proprietary software data acquisition matrix is formatted for easy transference to standard 1391 forms. As an additional service, we can complete the forms at the clients direction.
• EMS will generate and submit a report in the previously agreed format having the previously agreed components, or as follows
• Title page
• Executive summary
• A narrative description of the subject facilities, date of construction, square footage and use data
• A narrative description of the utility billing
• A summary of the ECO's found
• Identification of the major electrical and mechanical systems and initial evaluation of these systems
• Identification of any project that will have immediate and significant energy conservation/savings impact
• Identification of likely opportunities for renewable energy projects
• Facilities detailed descriptions
• Detailed recommendations
• Appendices
• Climatological bin data
• Drawings
• Previous audits
• Utility consumption data
• ECO's with financial analysis
• ECO roll up
• Utility incentives
• The client will assign one designated reviewer (who can use whatever resources deemed appropriate) who will in a timely manner review and respond to the preliminary report, requesting modifications to or further details of the report and recommendations
• EMS will respond to the client review comments and prepare and submit a final report