Carrying out an Energy Site Survey

Carrying Out an Energy Site Survey

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An energy survey is an on-site technical investigation of the supply, use and management of energy which is used to identify energy saving measures. Below is a list of steps in the process of carrying out an energy survey and audit.

  1. Preliminary Audit
  2. Appoint Energy Management
  3. Planning
  4. Site Audit and Survey:
    • Energy Management
    • Energy Supply
    • Energy Conversion
    • Energy Use
  5. Findings
  6. Implementation
  7. Monitoring
  8. Data
  9. Target Setting
  10. Continuous Review

An energy survey is an on-site technical investigation of the supply, use and management of energy which is used to identify energy saving measures. Below is a list of steps in the process of carrying out an energy survey and audit.

The survey should consider the main things affecting energy use listed below:

  • Insulation and ventilation levels in the building
  • Occupancy times, temperatures maintained in the building and type of work being carried out
  • Determine the energy supply and the distribution arrangements
  • Determine the state and condition of the plant room
  • Identify the key opportunities for savings

The on-site survey will consist of the following:

  • Meet with the facility management
  • Safety induction carried out by the site safety official. This is to ensure that all staff and visitors adhere to the sites specific safety requirements
  • Walk through the site with the facility manager and familiarise the site layout and work activities being carried out. If needed then on-site electrical/maintenance personal will assist in identifying the electrical distribution panels gas meters, water meters, etc.
  • Determine the main principal energy flows
  • List the metering equipment that will be effective for the specific site
  • Create a “Wish List” of loads and utilities to be metered
  • Take as many photographs as possible to create a site album and to help identify different types of meters and areas
  • List all potential hazards, security requirements and PPE equipment needed for the future install

Equipment used in the on-site survey:

  • PPE (Personal Protective Equipment)
  • Survey sheets
  • Grip-on Ammeter
  • Notepad
  • Camera

Upon finalisation of the site survey and with the information achieved, a pricing quote and installation plan will be put in place. It is essential to know what the customer’s capital budget will be before implementing this. If the budget doesn’t cover all the work needed to be carried out then a 5 year metering plan may be necessary. Once all these findings are finalised and achieved then a list of works will be sent to the sales team and an overall price and plan will be implemented.