5900-383 Professional Engineer Verification Checklist

Professional Engineer
Verification Checklist
Plant:
Date:
PE:
Review location: Corporate Office ☐

Site Visit☐

Other ☐

If other is checked, please describe how the PE confirmed that the plant met the eligibility requirements for certification
and the authenticity and completion of the data used in the EPI.
For petroleum refineries, PEs must address when the questions below relate to verifying the data on the input forms used to generate
a Solomon-EII™ score whenever reference to the Energy Performance Indicator (EPI) is made.

Plant Physical Characteristics and Eligibility
• The plant has established a formal certification file.
• Where?
• The plant’s activities conform to the eligibility description in the EPI Instructions.
• These plant activities are described in the certification file.
• Relevant calculations of plant activities (e.g., space requirements) meet specified
minimums in the EPI Instructions.
• These plant calculations supporting eligibility are documented in the certification file.
Plant Operating Characteristics
• All data are confirmed to belong to the plant named in the EPI and plant certification
documents.
• All data are confirmed to match the same 12-month time period specified on the Statement
of Energy Performance.
• The plant’s data is current (defined as within one year of the Period Ending Date on the
Statement of Energy Performance).
• All original source data (e.g., production records) has been reviewed to assure all data were
correctly transcribed into a spreadsheet, database, etc.
o If original source data are not available for review: Internal verification procedures
have been verified by PE and are applied to any company databases used for
applicable data.
• All calculations made using the original source data have been reviewed to assure
accuracy, correct conversion of units, and use of generally accepted and uniformly applied
conversion factors.
• Annual totals resulting from all calculations match the values entered into the EPI.
• Annual totals resulting from all calculations match the units specified in the EPI.
• Inputs or calculations for other required plant physical characteristics (e.g., square footage,
kilns) are consistent with source documents provided in the certification file.
• All source data, calculations, and assumptions have been documented in the formal
certification file. Note that referral to a company database is not adequate; the file includes
a static record of data drawn from the database on the date of EPI completion (i.e., the date
the EPI score and Statement of Energy Performance were produced).
• All production metrics (e.g., quantities, capacities, labor hours) follow the procedure
specified in the EPI instructions.
• Source data, calculations, and documentation for all other data types (e.g. HDD/CDD) have
been reviewed and documented in the formal certification file.
• For cement plants, all energy data was entered using Low Heating Value.
• For cement plants, quarry energy data has been included.

Updated May 2022
EPA Form No. 5900-383

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Professional Engineer
Verification Checklist
Energy Data
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All data confirmed to belong to the plant are named in the EPI and plant certification
documents.
All data confirmed to match the same 12-month time period are specified on the Statement
of Energy Performance.
The plant’s data are current (defined as within 12 months of the Period Ending Date on
the Statement of Energy Performance.
o If not, why?
All original source data (e.g., utility invoices) have been reviewed to assure all data were
correctly transcribed into a spreadsheet, database, etc.
o If original source data are not available for review: Internal verification procedures
have been verified by PE and are applied to any company databases used for
applicable data.
All calculations made using the original source data have been reviewed to assure
accuracy, correct conversion of units, and use of generally accepted and uniformly applied
conversion factors.
Annual totals resulting from all calculations match the values entered into the EPI.
All source data, calculations, and assumptions have been documented in the formal
certification file. Note that referral to a company database is not adequate; the file must
include a static record of data drawn from the database on the date of EPI completion (i.e.,
the date the EPI score and Statement of Energy Performance were produced).
Annual totals resulting from all calculations match the units specified in the EPI.
All energy sources used at the plant are included in the EPI.
All energy sources follow the energy accounting procedure specified in the EPI
instructions.
Calculations for energy transfers (purchased steam, compressed air) have been reviewed
for accuracy.

ENERGY STAR Energy Performance Score
• All the required data have been entered into the EPI.
• The data have been properly entered into the EPI.
• The plant’s EPI score is 75 or higher.
PE Verification
• The PE review of the plant has been documented (e.g., site visit vs. corporate office, date,
personnel met with, findings/corrections/recommendations from the review).
• The PE completed the Verification Checklist for submission to EPA, and added the original
document to the formal certification file.
• The PE signed, stamped – indicating if embossed, and provided the required license
information on the Statement of Energy Performance for submission to EPA, and added
the original document to the formal certification file.

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Please note any company personnel involved in review:

Please comment on any answers marked no and note any findings, corrections, or recommendations from the review:

PE Signature:________________________________________
Updated May 2022
EPA Form No. 5900-383