UMass Amherst
CEERE BestPractices Collaborative, Targeted Assessments (CTAs)
About CTAs.

Collaborative, Targeted Assessments (CTAs) are provided to reinforce the information presented in training in the use of EERE BestPractices (BP) software tools. Plants that are selected for a CTA work with a DOE CTA Expert to evaluate industrial energy systems in operating facilities using the EERE BP training approach and software tools.

The collaborative, targeted assessment presents two primary benefits. Plant personnel have the opportunity to reinforce the information obtained while attending a training workshop. Assessment steps such as defining and implementing data gathering strategies, data entry into the software, and interpretation of the software results are all covered during the CTA. At completion of the CTA, plant personnel will have sufficient familiarity with the BP software tools and associated methodologies to work independently of the CTA expert and apply their knowledge to plant systems that were not covered during the course of the CTA.

The second benefit is that the plant will have energy efficiency opportunities identified. Since the teaching method used in the CTA is to apply the methods and software tools in the plant, a natural outcome of the CTA is that potential energy efficiency opportunities are identified. It is important to note that opportunity identification is not the same as project definition. The outcome of a pump CTA, for example, is to indicate that a pump system is currently operating at 20% efficiency while an optimal system would have an efficiency of 70%. This translates to a potential energy and cost savings, the magnitude of which will depend on the size of the system and the plant's electricity rate cost structure. The CTA does not in itself provide options, nor does it define projects to capture the energy savings opportunity. This is a task that must be performed independently by the plant personnel.

The typical CTA contains the following steps:
Prior to CTA plant visit
tag Industrial plant lead to a ttend a BP training workshop in subject CTA area.
tag Industrial plant lead to gather information necessary to complete a preliminary analysis for the selected CTA system. The preliminary analysis and data collection efforts will vary for each CTA. For example, a pump CTA involves completion of the pump system prescreening checklist. A process heating CTA involves gathering inventory and fuel use information and entering that data into PHAST to obtain the energy use analysis outputs.
During plant visit
tag Industrial Plant Lead and the CTA Expert to r eview preliminary information supplied by the plant for completeness and accuracy.
tag Industrial Plant Lead and the CTA Expert to d etermine target(s) for the CTA (e.g., which pump systems will be assessed during the CTA) based on above information .
tag Industrial Plant Lead and the CTA Expert to define the strategy to acquire data needed to support the CTA.
tag Industrial Plant Lead and CTA expert to enter data into their individual copies of the software.
tag Industrial Plant Lead and the CTA Expert to review analysis results to verify accuracy of data entry and results interpretation.

After the Plant Visit

Two reports will be prepared - one by the CTA expert and one by the plant lead:

tag The CTA expert will prepare a contact summary report and send it to the DOE/ORNL technical monitor. The report will include the date of the CTA, plant name and location, contact information for the Industrial Plant Lead , a brief description of the relevant on-site processes, a description of any problems encountered during the CTA (e.g., data not available or measurements not able to be taken), and a summary of the CTA findings (the CTA summary sheet currently used).
tag The plant lead will prepare a summary report for management that overviews the CTA results for the plant systems evaluated and offers recommendations for implementation of the opportunities identified; the report should also identify other systems within the plant where similar opportunities may be found. This report will not be shared with DOE unless the Plant Lead desires to have it reviewed by the CTA expert. In that case, the Plant Lead can forward a copy of the draft report to the DOE/ORNL technical monitor who will arrange for the CTA Expert to review the report and provide comments to the Plant Lead.
tag The Plant Lead (and other plant staff) will be responsible for evaluating the CTA results and making determinations regarding how to capture the identified opportunities.
tag The Plant Lead is strongly encouraged to seek out additional opportunities to apply the BP assessment techniques and tools to other areas within the plant and the company and to share any positive results with DOE.

 

For More Information Contact:
Chad Nelson (MAEEP)
nelson@ecs.umass.edu

or
call 413-545-2853