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Auditing Report (Template)

GUIDELINES FOR PRELIMINAR ENERG AUDIT REPORT !" #o$er Page Report title Name of client (company for which facility or building has been audited) Location of facility or building Date of report ES ! ES ! "#$ and pro%ect officers and their designations

%" E&e'uti$e Summar( &ll information in the E'ecuti(e Summary should be drawn from the detailed information in the full report) *he E'ecuti(e Summary should contain a brief description of the preliminary audit including+ Name of client, location of facility or building audited !b%ecti(e of audit Dates of preliminary audit "ey systems and e-uipment studied

)" Ta*le o+ #ontent, .ntroduction !(er(iew of current systems in place Scope of wor/ for energy audit Recommendations and the associated costs and sa(ings onclusions

-" Introdu'tion !b%ecti(es of preliminary audit Description of facility or building audited 0 numbers of floors, 12&, air3con area, type of usage, occupancy, hours of operation, age of building, etc) .nformation on tenants in facility or building audited (.f applicable) 0 whether they are paying their own energy bills, how much floor area (s- meter) they occupy, etc) $ast year4s energy consumption and cost 5rea/down of energy (electricity and fuel) consumption

." O$er$ie/ o+ #urrent S(,tem, in Pla'e Dates of preliminary audit Data collected from manufacturers4 design specifications Data collected from facility or building owner

0" S'ope o+ 1or2 +or Detailed Energ( Audit $hases of wor/ intended 5rief description of what will be done at each stage of the energy audit and what will be achie(ed Duration of each phase $ersonnel in(ol(ed at each phase $roposed instrumentation plan in detail & layout of the proposed location of installation of instruments and sensors, preferably with pictures

3" Re'ommendation, and t4e A,,o'iated #o,t, and Sa$ing, 5rief description of the present situation and shortcomings identified .nitial findings, obser(ations and assessment of the performance of systems or e-uipment .nitial recommendations on energy sa(ing measures with estimated energy and cost sa(ings, in(estment cost and paybac/ period for each measure) &ll numbers should be supported by information and assumptions made must be stated clearly

5" Summar( Summary of recommendations, estimated annual /7h and estimated cost sa(ings, estimated in(estment cost and paybac/ in table form

6" Appendi'e, $roposed ontract between the ompany and ES ! (as mentioned in the application guidelines under documents re-uired) 3 *he following clause is to be included+ &ll ES ! payments are contingent upon ES !4s recommendations meeting the technical and financial criteria as declared by the ompany in the E&Se &pplication) $ast year4s energy bills Layout plan of the facility or building

!7" General Note, to t4e Report 8athematical accuracy 0 &ll calculations in the report should be chec/ed for mathematical accuracy) 1rammar and style 0 *he report should be written in proper prose) *he language should be clear, concise and understandable) S. units must be used in all parts of the report) *he report should be printed on both sides to sa(e paper)

GUIDELINES FOR DETAILED ENERG AUDIT REPORT !" #o$er Page Report title Name of client (company for which facility or building has been audited) Location of facility or building Date of report ES ! ES ! "#$, audit team leaders, pro%ect officers and their pro%ect designations Signature of "#$ Statement by the company accepting the report and (erifying that the ES !4s recommendations meet the company4s technical and financial criteria Signature of company4s representati(e

%" E&e'uti$e Summar( &ll information in the E'ecuti(e Summary should be drawn from the detailed information in the full report) *he E'ecuti(e Summary should contain a brief description of the audit, including+ Name of client, location of facility or building audited !b%ecti(es of audit "ey systems and e-uipment analysed Dates of audit Summary of recommended energy conser(ation measures, annual energy sa(ings and cost sa(ings using the table format below
No" 1 2 *otal Re'ommended Mea,ure E,timated annual energ( ,a$ing, E,timated annual 'o,t ,a$ing, E,timated implementation 'o,t Pa(*a'2 period

)" Ta*le o+ #ontent, .ntroduction 8ethodology and instrumentation Data analysis and findings including graphs and plots .dentified sa(ing measures Summary of recommendations and the associated costs and sa(ings onclusion &ppendices D containing raw measurement data collected during the audit, in a readable file format

-" Introdu'tion !b%ecti(es of audit 0 e)g) to study the energy consumption of the facility or building or system with a (iew to identifying energy conser(ation measures for implementation that meet the client4s financial criteria and ta/e into consideration facility;building technical and operational limitations *he financial criteria and technical;operational limitations 5rief description of facility or building audited 0 number of floors, 12&, air3 conditioned areas, type of usage, occupancy, hours of operation, year built, etc) .nformation on tenants in facility or building audited (.f applicable) 0 whether they are paying their own energy bills, what floor area (s- meter) they occupy, etc) $ast year4s energy consumption and costs, including tariff rates used for financial calculations 5rea/down of energy (electricity and fuel) consumption in pie3chart form+
Per'entage o+ Ele'tri'it( #on,umption :uilding #4iller Plant )09

Ot4er, )!9

Print/or2,4op #4iller 09

Media 1or2, #4iller Plant !9 Lig4ting S(,tem, -9

Air #ompre,,or, 09

A;U, 39

M8 Fan, 69

<.n the abo(e pie chart, if =!thers> category accounts for more than 1?@ of the total consumption, pro(ide a further brea/down and elaboration Scope of audit, elaborating what systems or e-uipment were studied

." Met4odolog( and In,trumentation .nstrumentation table (see e'ample below) Detailed instrument installation and measurement procedure $ictures and maps showing the locations of the installed instruments and sensors 8easurement error analysis (mandatory)
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0" Data Anal(,i, and Finding, Date of audit Dates of data collection and logging 5aseline energy consumption and the methodology used to establish it *he energy efficiency inde' (EE. 0 /7h;m 2;year) of buildings, defined as the amount of energy consumed annually per 1ross 2loor &rea (12&) of the building) *he EE. of offices, hotels and retail malls should ta/e into consideration the set of normaliBation factors de(eloped under the Energy Smart 5uildings Labelling Scheme) Description of systems or e-uipment audited, their capacities and ratings, design and operating conditions, e-uipment schedules, etc, including information such as the type of systems, controls, type and number of au'iliary e-uipment, etc) $erformance of systems or e-uipment audited e)g) !$ or /7;ton Ceat and mass balance where applicable 2indings and obser(ations hiller plant a) Details of the e-uipment, their ages and the ne't replacement datesD description of controls, type and number of chillers, pumps, cooling towers and operating schedules)
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De,'ription hillers ( C136) ( entrifugal, R169) hilled water pumps ( C7$ 136) ondenser water pumps ( 7$ 136) ooling towers ( *1 0 6)

<t(

Rated 21 or RT

Operating ;our,

ear In,talled

b) Details of the cooling load profile of facilities or buildings audited, illustrated with the following graphs+ i) $lot of cooling load (/7) profile o(er at least one wee/ ii) Super3imposed plot of daily cooling load (/7) profileD daily plots should be fine3lined and in different colours c) hilled water plant system performance System performance measurement error shall not e'ceed =.9) This implies the use of high accuracy thermometry and calorimetry. Detailed method statement e'plaining how the re-uired degree of accuracy was achie(ed with the instruments and data ac-uisition hardware employed) Data re-uired to establish system performance must be sampled and ac-uired simultaneously and continuously for a minimum of 1 wee/ at one3minute inter(als) Re-uired data points+ i) hilled water temperature, flow rate and pressure differential Each chiller o Supply and return temperature profiles as well as temperature differential profile (super3imposed) o Supply;return temperature histogram in percentage o hilled water temperature differential histogram o hilled water flow rate profile 8ain chilled water supply and return header o Supply and return temperature profiles (super3 imposed) o Supply;return temperature histogram in percentage o hilled water temperature differential histogram o hilled water flow rate (supply header only) o 2low rate histogram in percentage o $ressure differential profile o 2low rate (s) pressure differential

.n systems with primary and secondary pumps, and bypass lines o 5ypass flow (from temperature and flow measurement) o Cistogram of bypass flow as percentage of total flow

ii) ondenser water temperature, flow rate and pressure differential Each chiller o Supply and return temperature profiles as well as temperature differential profile (super3imposed) o Lea(ing water temperature histogram in percentage o ondenser water temperature differential histogram o ondenser water flow rate profile Each condenser water branch o Supply temperature profile of each branch using super3imposed plot o Supply temperature histogram in percentage o Return temperature profile of each branch using super3imposed plot o Return temperature histogram in percentage

iii)

hillers Cistogram of indi(idual chiller efficiency &(erage (alues in table format


Parameter De,ign #4iller ! #4iller % #4iller )

ondenser hilled 7ater 7ater

Supply *emp (? ) Return *emp (? ) 2low rate (l;s) Supply *emp (? ) Return *emp (? ) 2low rate (l;s)

!perating $erformance

apacity (/7) $ower (/7) Efficiency (/7;/7) E(aporator d$ ($a) ondenser d$ ($a)

i() $ower 8easurement () /7 profile for each chiller hilled water calorimetry

(i)

ooling /7 profile of each chiller using super3imposed plot ooling /7 histogram in percentage hilled water pumps
Parameter Flo/ Rate (l>,) Pump ;ead (m) Motor Po/er (21) E++i'ien'( (21>21)

De,ign

A'tual

C7$ 1 C7$ 2 C7$ 6 C7$ 1 C7$ 2 C7$ 6

2or pumping systems with (ariable speed dri(es, pro(ide 2low rate (s) /7 (ii) ondenser water pumps
Parameter De,ign 7$ 1 7$ 2 7$ 6 7$ 1 7$ 2 7$ 6 Flo/ Rate (l>,) Pump ;ead (m) Motor Po/er (21) E++i'ien'( (21>21)

A'tual

2or pumping systems with (ariable speed dri(es, pro(ide 2low rate (s) /7 (iii) ooling towers
#onden,er 1ater Suppl( (o#) #onden,er 1ater Return (o#) Flo/ Rate (l>,) Po/er (21)

Parameter De,ign *1 *2 *6 *1 *2 *6

A'tual

&mbient temperature and relati(e humidity profile ta/en o(er the measurement period

i') !(erall chiller plant (/7c refers to cooling loadD /7e refers to energy consumed) Daily chiller plant system efficiency profile (s) time (29 hours)
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Cistogram of chiller plant system efficiency $lot of /7c;/7e (s) /7c (chiller part load efficiency) $lot of /7e (s) /7c $lot of (cooling load H all motor loads e'cept fan motors) (s) heat re%ection to (erify the measured (alues

d) &ir3handling units (&CIs)


A;U No" Air Flo/ (#M;) De,ign Mea,ured A;U Motor (21) Rated Mea,ured
o

On?'oil R; (9)

O++?'oil R; (9)

.nclude, if a(ailable, air pressure drop across the coils in &CIs, floor area ser(ed (m2), operating hours and inde' (/7h;m2;year)) e) 8echanical (entilation systems Details of the number, rating, operating hours, efficiency of fans
De,'ription and Lo'ation Air Flo/ (#M;) De,ign A'tual Motor (21) Rated A'tual Floor area ,er$ed (m%) Operating ;our,

E++i'ien'(

f) 5asic indoor air -uality


Lo'ation !ffice 8ail Room 2ood Store arpar/ ;umidit( Air Temp (@#) #O% Le$el (ppm) #O Le$el (ppm)

g) E'haust systems Details of the type and purpose of e'haust systemsD number of e'haust fans, performance of the e'haust fans
FanA Lo'ationB Purpo,e 1eneral e'haust ?1 1eneral e'haust ?2 Stati' pre,,ure (Pa) (near ,u'tion mani+old o+ +an,) Rated po/er (21) Mea,ured po/er (21) E++i'ien'(

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&cid e'haust ?1 austic e'haust ?1

h) 5oiler systems Details of the type, number, capacity and rating of boilersD number of feedwater pumps, condensate return pumps, deaerators, condensate return tan/s and water softening plants
Parameter Steam capacity (/g;s) 7ater flow rate (/g;s) !perating pressure ($a) 5lower fan (/7) De,ign :oiler ! Mea,ured :oiler % :oiler )

5oiler performance
Parameter !2 (@) ! (ppm) !2 (@) E'cess air (@) 2lue gas temperature ( ) *emperature difference between flue gas and air inta/e ( ) Estimated boiler efficiency (@) :oiler ! :oiler % :oiler )

2eedwater pumps performance


Parameter 2low rate (/g;s) Cead (m) $ower (/7) $ump efficiency De,ign Feed/ater pump ! Feed/ater pump % Feed/ater pump )

!(erall boiler system performance


De,'ription o+ parameter, Steam production (/g;s) 2eedwater flow rate (/g;s) No) of feedwater pumps in operation *otal feedwater pump (/7) 2eedwater temperature ( ) Mea,urement,

.nclude information the heat and mass balance of the boiler and steam3 condensate systems including temperatures and pressures)

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i)

ompressed air systems

Details of the type, number, capacity and rating of air compressors


De,'ription &ir ompressor (Scroll *ype) &ir ompressor (Screw *ype) <t( Rated 21 > #apa'it(

$erformance of air compressors


Mea,ured Total #ompre,,or Load (21) Air Pre,,ure at Re'ei$er Tan2 (*ar) Air Pre,,ure at +urt4e,t End U,er (*ar) Pre,,ure Drop (*ar)

De,'ription 9 scroll compressors in operation 2 screw compressors in operation

%) Lighting systems Details of the type, number and rating of lighting for different areas, type of control gear (ballast etc) and operating hours
Lo'ation Dri(eway T(pe o+ Lamp *F 2luorescent lamps *F 2luorescent lamps *F 2luorescent lamps No," Rated 1 A$erage Mea,ured 1 T(pe o+ #ontrol Operating ;our,

!,t Floor %,d Floor

8ail room

7or/shop !ffice

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Details of the measured lu' le(el for different areas compared to design recommendation
Lo'ation Lift Lobbies orridors !ffice &rea De,ign Range (#P )5A!666) 1?? 3 2?? :? 31?? 6?? 3 E:? A'tual Lu& Le$el

3" Identi+ied Energ( Sa$ing Mea,ure, 5rief description of the present situation and shortcomings identified Recommended energy sa(ing measures with detailed and clear calculations of the predicted annual energy and cost sa(ings, in(estment cost and paybac/ period for each measure) &ll numbers should be supported by data and assumptions must be stated) E'ample
Pre,ent Situation &lmost all of the lightings on site use 9 feet linear fluorescent lamps with con(entional electromagnetic ballast) *here are an estimated 2,2E: fluorescent lamps and they are assumed to be in operation on a(erage 12 hours a day Propo,ed Impro$ement .t is proposed to replace the e'isting 9 feet 6A 7 fluorescent lamps with energy sa(ing lamps that will use 1A @ less power) E,timation o+ Sa$ing, Estimated nos) of 6A 7 fluorescent lamps on site Estimated power consumption of each *: lamp Estimated power sa(ed &ssuming :): days wor/ wee/ /7h Sa(ings /7 demand sa(ings J ?)??A ' 22E: ' 12 ' :): days ' :2 w/s ' K ?)192;/7h J KA,A:A ;year J 16)E /7;month J 16)E ' KE)?9;/7 ' 12 months J C !B!.3 ;year *otal sa(ings J C3B5!) ;year J 2,2E: J 22 7 JA7 Estimated power consumption of one fluorescent lamp and ballastJ 9? 7

5" #on'lu,ion, Summary of recommendations, pro%ected annual /7h sa(ings, estimated cost sa(ings, pro%ected in(estment cost and paybac/ in table format ES !4s recommended action plan and implementation schedule Statement by the company on which recommendations will be implemented and timeframe for implementation
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6" Appendi'e, .nformation of significant importance, which cannot be presented as a part of the te't report (because of number of pages, -uality of presentation, etc)) should be presented in appendices) *he appendices should include+ Schematics and layout drawings of facility or building audited Details of instrumentation used 0 parameters monitored and duration of monitoring for each parameter Data plots of performance of systems or e-uipment audited Energy efficiency of ma%or e-uipment compared against industrial benchmar/s 8easurement and (erification (8LM) plan for monitoring and (erifying energy sa(ings for each of the recommendations D3R!8 containing the raw measurement data

!7" General Note, to t4e Report Documentation 0 &ll numbers related to the results should be supported by information showing how they were deri(ed) *his includes all energy sa(ings, cost sa(ings, in(estment and paybac/ information) &ll calculations in the report should be chec/ed for mathematical accuracy) S. units must be used in all parts of the report) 8easurement and instrumentation accuracy 3 7here possible, measurements should adhere to &SCR&E 1uidelines 19 and 22) 1rammar and style 0 *he report should be written in proper prose) *he language should be clear, concise and understandable) &ll graphs and plots should be properly labelled and show the dates when the readings were ta/en) E'amples shown in this guideline ser(e as a guideD actual tables should show more detailed information where possible) *he report can be printed on both sides to sa(e paper) *he D3R!8, containing the raw measurement data in a readable file format, shall be copied and sent to NE&)

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GUIDELINES FOR POST?IMPLEMENTATION REPORT !" #o$er Page Report title Name of client (company for which facility or building has been audited) Location of facility or building Date of report ES ! (if applicable) ES ! "#$, pro%ect officers and their designations (if applicable)

%" E&e'uti$e Summar( &ll information in the E'ecuti(e Summary should be drawn from the detailed information in the full report) *he E'ecuti(e Summary should contain a brief description of the following+ Name of client, location of facility or building audited 8easures .mplemented Summary of energy sa(ing measures, and the measured annual energy and cost sa(ings in table format
Mea,ure No" 1 2 *otal Mea,ure A'tual annual energ( ,a$ing, A'tual annual 'o,t ,a$ing, A'tual implementation 'o,t Updated Pa(*a'2 period

)" Ta*le o+ #ontent, 8easures implemented and cost of implementation 8easurements and calculations Sa(ings &chie(ed D3R!8 containing raw measurement data collected after implementation, in a readable file format

-" Mea,ure, implemented and 'o,t o+ implementation


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Details of measures implemented Description of systems or e-uipment modified, their capacities and ratings, design conditions, e-uipment schedules, including information such as the type of systems, type of controls, type and number of au'iliary e-uipment, etc) 8ilestone chart showing the timeline of implementation ost brea/down of each measure in table format, with reference to the payment documents

." Mea,urement, and #al'ulation, Details of the measurement and (erification system adopted to measure and compare actual sa(ings to sa(ings pro%ected in the detailed audit 2ormulae and /ey data used for calculations Detailed instrumentation plan $arameters monitored and duration of monitoring of each parameter Dates of data collection and logging $erformance of systems or e-uipment 2indings and obser(ations

0" Sa$ing, A'4ie$ed Summary of the measures implemented, the predicted and actual annual /7h sa(ings, and the predicted and actual annual cost sa(ings) Statement by the company on whether or not the ES !4s implementations meet the company4s sa(ings target stated in the detailed report Statement by the company on the ES !4s performance

3" Appendi'e, .nformation with significant importance, which cannot be presented as a part of the te't report (because of number of pages, -uality of presentation, etc)) shall be presented as appendices) Data plots of performance of systems or e-uipment impro(ed Data plots of energy consumed (s) time before and after implementation on the same graph, showing the impro(ement Energy efficiency of ma%or e-uipment compared against benchmar/s set during the detailed audit urrent energy bills

5" General Note, to t4e Report ontent 0 *he report should focus on the measures stated in the detailed energy audit report, and with reference to the figures made then)

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Documentation 0 &ll numbers related to the results should be supported by information showing how they were deri(ed) *his includes all energy sa(ings, cost sa(ings, in(estment cost and paybac/ information) 8athematical accuracy 0 &ll calculations in the report should be chec/ed for mathematical accuracy) 1rammar and style 0 *he report should be written in proper prose) *he language should be clear, concise and understandable) &ll graphs and plots should be properly labelled and named, highlighting the important points to ta/e note) *he report should be printed on both sides to sa(e paper) *he D3R!8, containing the raw measurement data in a readable file format, shall be copied to NE&)

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