CEA study plan

Draft a full audit strategy outline that names the audit level (walk-through, targeted, or comprehensive) and justifies that choice from the client's stated objectives and budget.

Build a work-breakdown checklist that sequences pre-site document requests, site survey tasks, metering duration, and reporting milestones against a calendar.

Define the audit boundary and baseline year in writing, listing which energy streams (electric, gas, chilled water, steam) are inside the boundary.

Compute a whole-facility energy intensity metric and break total consumption into end-use categories using a first-pass estimate.

Assemble a stakeholder and data-owner contact map covering facility staff, utility account reps, and controls vendors.

Write a data-collection request list specifying interval, duration, and responsible party for each meter and submeter.

Build a spreadsheet template that imports 15-minute interval data and flags gaps, zero-runs, and out-of-range values.

Practice screening utility bills for rate-structure mismatches, power factor charges, and demand ratchets.

Calculate simple payback, net present value, and internal rate of return for three sample measures at two different discount rates.

Explain to a hypothetical client why a measure with a long payback can still clear a hurdle rate when energy escalation is included.

Compute lighting power density for a sample space and compare it against an applicable code or benchmark value.

Estimate annual energy savings from replacing a specified lamp-and-ballast combination with an LED alternative, including hours-of-use assumptions.

Sketch a simplified HVAC system schematic from a set of written equipment nameplate and sequence-of-operation notes.

Calculate fan and pump power at varying flow using affinity laws, and state the savings implication of a variable-speed drive.

Identify three economizer or ventilation-control opportunities and quantify each with an outside-air and enthalpy assumption.

Estimate domestic hot water load from fixture counts and occupancy, then compare the estimate to metered gas or electric input.

Evaluate a solar thermal or heat-pump water heater option against the existing system on a life-cycle basis.

Build a motor inventory template capturing horsepower, load factor, hours, and duty cycle.

Calculate compressed-air leak load from a no-load compressor run test and convert it to annual cost.

Size the savings from reducing compressed-air header pressure and from adding a VSD compressor, stating assumptions.

Estimate envelope heat loss through walls, roof, and glazing using a documented U-value assumption set.

Quantify infiltration savings from an air-sealing measure using a degree-day method.

Map a building automation system point list to the sequences it controls and flag three scheduling or setback opportunities.

Describe how to trend-log a BAS point and use the resulting data to verify a measure's savings.

Draft a measurement-and-verification approach for one measure, naming the baseline, boundary, and adjustment method.

Screen a solar PV, battery storage, and combined heat-and-power option against the facility load profile.

Calculate simple payback and levelized cost of energy for a PV array using a stated capacity factor and incentive.

Build a fleet fuel and utilization baseline for a sample vehicle fleet.

Evaluate one fleet measure such as telematics, route optimization, or electrification, and state the boundary conditions.

Identify the demand-charge and resilience value that storage can provide and explain how to monetize each.

Consolidate all measure sheets into a single prioritized table ranked by cost of conserved energy.

Re-run each measure's economics under a low, base, and high energy-price scenario.

Write the executive summary of a mock audit report in under 400 words with a clear recommendation.

Build a chart pack showing baseline end-use split, savings by measure, and cumulative cash flow.

Peer-review the report against a self-made checklist covering assumptions, units, and traceability.

Take two full-length timed practice exams and log every missed item by domain.

Re-derive the ten formulas you missed most often, including payback, NPV, affinity laws, and degree-day savings.

Rewrite your weakest three measure sheets so each assumption is sourced or explicitly flagged.

Deliver a 15-minute verbal walkthrough of the mock report to a colleague or recorded session, defending the top three recommendations.