Planning Service

• Concept Design

During the initial stage of a project, various factors determine the successful implementation. By evaluating facts, confirming assumptions and recognizing trends, these approaches assist with the concept development. The governing document which centralizes this information is the Basis of Design (BOD). As apart of a typical design package, the BOD and preliminary equipment arrangement drawings will be presented to incorporate everyone's suggestions, requirements or requests.

• Feasibility Study

As different scenarios are presented during a project introduction, the associated costs are a determining factor to verify if sufficient funds are available to execute the project. Upon verifying certain options (e.g., boiler capacity, cooling demands,

etc.), a spreadsheet model will be drafted to evaluate which option is viable and provide preliminary costs to establish a budget. If the budget exceeds expectations, value engineering (V/E) techniques are applied to incorporate the higher priorities while accounting for system functionality. A typical feasibility study will entail an executive summary, study overview, facility descriptions, performance data, assumptions, methodology, budgetary capital cost estimates, financial projections, preliminary master project schedule and conclusion / recommendations.

• Energy Master Plan (EMP)

In order to properly manage a facility, the operating costs (e.g., fuel oil, electricity, etc.) have a major impact to determine the profitability of a company, pending the size. Using software tools and ASHRAE / LEED guidelines, many options are available to reduce the monthly utility payments. For example, lighting upgrades are available to reduce the energy consumption while providing the same lighting coverage. The typical payback period is 2-3 years. Another electrical system component is a motor. AC motors with >90% efficiency rating are a prime substitute for existing motors which have been operating for 40+ years. With reference to mechanical systems, each component and system will be evaluated for design intent, demands and performance ratings; accordingly, these items will determine if various upgrades are required such as a variable frequency drive (VFD), replacement of a chiller, chemical treatment, etc. A standard EMP will encompass an executive summary, introduction, facility descriptions, energy end-uses, critical load considerations, future facility plans and financing scenarios.

• Due Diligence Report (DDR)

Technical assessments are available to transfer ownership, explore different financial options or record an inspection by using these reports as a basis of evaluation and identifying any potential issues, in regards to utility and power plants. Within the report, the team assesses the facility's design, maintenance, design philosophy and operating history. Furthermore, the useful life is projected including the replacement of major components and comparing the maintenance practices with other similar facilities. Other points of consideration are efficiency, reliability, availability, safety, environmental compliance, training, operability and staff support.

Planning Services

• Concept Design

• Feasibility Study

• Energy Master Plan (EMP)

• Due Diligence Report (DDR)


Overview Planning Services Engineering Services Management Services Commissioning Services		Planning Services
		Click here for a sample Piping Layout (.pdf) • Concept Design* During the initial stage of a project, various factors determine the successful implementation. By evaluating facts, confirming assumptions and recognizing trends, these approaches assist with the concept development. The governing document which centralizes this information is the Basis of Design (BOD). As apart of a typical design package, the BOD and preliminary equipment arrangement drawings will be presented to incorporate everyone's suggestions, requirements or requests. • Feasibility Study As different scenarios are presented during a project introduction, the associated costs are a determining factor to verify if sufficient funds are available to execute the project. Upon verifying certain options (e.g., boiler capacity, cooling demands, etc.), a spreadsheet model will be drafted to evaluate which option is viable and provide preliminary costs to establish a budget. If the budget exceeds expectations, value engineering (V/E) techniques are applied to incorporate the higher priorities while accounting for system functionality. A typical feasibility study will entail an executive summary, study overview, facility descriptions, performance data, assumptions, methodology, budgetary capital cost estimates, financial projections, preliminary master project schedule and conclusion / recommendations. • Energy Master Plan (EMP) In order to properly manage a facility, the operating costs (e.g., fuel oil, electricity, etc.) have a major impact to determine the profitability of a company, pending the size. Using software tools and ASHRAE / LEED guidelines, many options are available to reduce the monthly utility payments. For example, lighting upgrades are available to reduce the energy consumption while providing the same lighting coverage. The typical payback period is 2-3 years. Another electrical system component is a motor. AC motors with >90% efficiency rating are a prime substitute for existing motors which have been operating for 40+ years. With reference to mechanical systems, each component and system will be evaluated for design intent, demands and performance ratings; accordingly, these items will determine if various upgrades are required such as a variable frequency drive (VFD), replacement of a chiller, chemical treatment, etc. A standard EMP will encompass an executive summary, introduction, facility descriptions, energy end-uses, critical load considerations, future facility plans and financing scenarios. • Due Diligence Report (DDR) Technical assessments are available to transfer ownership, explore different financial options or record an inspection by using these reports as a basis of evaluation and identifying any potential issues, in regards to utility and power plants. Within the report, the team assesses the facility's design, maintenance, design philosophy and operating history. Furthermore, the useful life is projected including the replacement of major components and comparing the maintenance practices with other similar facilities. Other points of consideration are efficiency, reliability, availability, safety, environmental compliance, training, operability and staff support.