Objective Improvement Suggestions & Feedback

The purpose of this document is to improve the Objective Setting Process. The working copy is a Google Doc so all interested CleanAir people can contribute. From time to time the Google Doc is copied to the CleanAir Toolbox.

Objective should include the clients root driver(s) for the work.

To meet the CleanAir goal of being worth 10 time our invoice on every engagement we need to link our benefits to the root drivers that have financial impacts.

Our Quality commitment to the ASTM accreditation program is very specific on understanding the objective of a project before even committing to perform the work.  A thorough project Objective is key to any Project Plan.

The Proposal Objective will be used to create the Project Plan "Big Picture" Goal :

  1. This project root purpose - KEY
  2. This purpose root benefit - KEY
  3. The monetary value of this benefit - NPV
  4. Quality
  5. Improving our relationship
  6. Becoming a Partner
  7. Increasing client bottom line - NPV
  8. Reducing client risk - NPV
  9. Environmental benefit

Proposal Objectives should address as many of the requirements as possible but must include 1, 2, 3 or 7 and 9.  Numbers 4-6 may be hard to address directly in a Proposal Objective but could be presented in another section of the proposal. Number 8, determining the Net Present Value of reducing risk may require a little math but in may cases it could have an very positive impact on our success.

Good starting phrases:

Good concluding phrases:

Keys
Yellow on Green - This is a good example of how to link a project to clients bottom line.

Red - This does not belong in the Proposed Objective. It may belong in Background, Scope of Work, Methods, Logistics or other section.

Yellow on Blue - This is a good example of root purpose

Yellow on Purple- This is a good example of linking our benefit to the root purpose.

Black on Red - This is a statement of the obvious. It is not helpful and we should try to stop using this phrase.

Sounds like BS or sales hype.


Recent Proposal Objectives
New Example - April 12, 2007
Please comment freely. Posted by Larry Golden
For Project 10218 - Cormetech at WKE

Project Goals - Big Picture, High-Level
 
Background: CleanAir has had a good working relationship with Cormetech over the past few years. Cormetech, one of the earlier and more successful entrants into the catalyst market is recognized as the preferred provider of quality catalyst by many in the SCR markets. Over the last few years other catalyst manufacturers have improved their catalyst and thus changed the marketplace such that quality of product and service has become more important.
 
Value Component: The economics are easily definable and measurable. Catalyst is positioned into the SCR in layers (see diagram in Job Plan) the number and size of which vary based on NOx levels and flow volume etc. Each layer (or bed) has a life span and is very expensive to replace (About $2,000,000 per bed in a 250MW unit, and there may be 3 or 4 beds and they could be even larger and more expensive if the unit is bigger, you get the picture, big, BIG bucks!).
 
Goal Related to Our Clients Success: We are going to provide high quality tuning services for our client, giving them the reliable data they require to make AIG adjustments to optimize the performance of the SCR (also saving ammonia $) and prolong the life of their clients catalyst. By prolonging the catalyst life by 2 years, say from 5 to 7 years you can see where a ton of money is being saved. Eclipsing our target of at least 10x the cost of our testing services over that 7 year life-span. Then, Cormetech sells more catalyst, not to just their renewal clients, but new clients that also see the value over the lifetime of their systems because of the quality service approach to system and catalyst maintenance, of which we are a big part.

_____________________________________________________________________________________________________

Objective
The purpose of the test program is to collect emissions data while processing a new product
formula.  The collected data will then be used in preparation of an operating permit.

Suggestions
Just reading the Objective we can get some insight into questions and answers regarding our objective KEYS.
1 They have a new product  (the words new product formula seem to indicate they may have a new formula for old product or a new product)
2 They hope this product will make a lot of money but neither the client or CleanAir dared to suggest a financial benefit range.
3 They need a new operating permit.  We do not know if they have one now but apparently, if they do, it will not cover the new formula.
4 Maybe they think new formula will make a lot on additional pollution.
5 Is there a pollution control device?  Will they need one?  Will data be used for design if they need to capture pollution? Will they want to tune process or controls to minimize pollution?  Will there be opportunities for other CleanAir teams to provide benefits and value?

This objective raises more questions than answers. The things we can learn form the objective are:
  1. Client has a new formula
  2. Client has a plant for processing this formula
  3. Client will need a new operating permit to run new product formula.

These should be in the Background Section.

Objective Suggestion
Assist  XYZ Company to quickly bring the new ZZZ product to market which is anticipated to increase their annual profits by 10%. CleanAir will be responsible for measuring emission to demonstrate compliance. CleanAir is also proposing options for minimizing process emissions using a Design of Experiment approach, providing emission control advice, handling the operating permit application and reducing annual energy costs.

Objective
The purpose of the test program is to conduct diagnostic emission measurements at the
economizer outlet on Unit No. 6.  Per your request today and based on equipment availability,
CleanAir will mobilize to the job site as soon as reasonably possible.  Currently we anticipate
early Friday morning (12-8-06) to begin set up, and get some preliminary data that afternoon.  At
your option, we will be prepared to test over the weekend or we can leave the equipment on site
and return on Monday morning to continue the testing.  Line items are included in the pricing
section for each option.

Suggestions
Only the first paragraph is part of an objective, the rest does not really fit in here.
The first sentence says that the purpose of the test program is to test.

Objective
The purpose of the test program is to conduct diagnostic emission measurements at the
economizer outlet on Unit No. 6.  Per your request today and based on equipment availability,
CleanAir will mobilize to the job site as soon as reasonably possible.  Currently we anticipate
early Friday morning (12-8-06) to begin set up, and get some preliminary data that afternoon.  At
your option, we will be prepared to test over the weekend or we can leave the equipment on site
and return on Monday morning to continue the testing.  Line items are included in the pricing
section for each option.

Suggestion

Comment
What is the nature of the diagnostic testing emission testing being conducted (i.e. to lower NOx, increase efficiency, etc.)?  Do we know?  Did we ask? Was there an opportunity to propose a test program with an additional engineering scope?

Text in red should be in test schedule section.


Objective
The purpose of the test program is to collect emissions data while processing a new product
formula.  The collected data will then be used in preparation of an operating permit.



Suggestion
Vaguely worded objective statement. Needs to be fleshed out.

Objective
The purpose of the test program is to conduct diagnostic sulfur dioxide (SO2) emission
measurements at the Boiler 1 & 2 Common Stack utilizing a Testo 350 XL portable analyzer.
The data from this testing will be used by the client for operational and engineering purposes.
 
Initial measurements will be taken at the common stack outlet. Depending on the SO2
concentrations found, Invista may request additional testing at each duct or continuous readings
at the stack outlet. All measurements will be preformed in triplicate and each series of test runs
will be conducted the duration necessary to obtain accurate and repeatable data. 
 
At your request, this testing is tentatively scheduled to start on Tuesday, December 5, 2006.  In
order to assure that the manpower and equipment are ready and available for mobilization,
CleanAir must have your commitment to proceed by 12 noon Thursday November 30, 2006. 

Suggestion

Comment

Did we inquire into the operational problems that the unit(s) were experiencing?  Was there an opportunity to sell engineering and/or consulting services?

Objective
The purpose of the program is to provide training to Olin personnel for EPA Method 101 and 102.

Suggestion

Objective
The purpose of the test program is to collect data that will be used in the design of a selective
non-catalytic reduction (SNCR) system to control nitrogen oxides (NOX) emission levels in a
carbon monoxide (CO) boiler.
 
Specific constituents required to be sampled and analyzed are:
• sulfur trioxide (SO3);
• oxygen (O2);
• flue gas temperature.
 


Suggestion

Objective
The purpose of the test program is to demonstrate compliance with permit emission limits.  
Unit 5 is currently operating at a de-rated load to be in compliance with the particulate emission
standard.

Suggestion
The purpose to the test program is to conduct EPA Method 5 testing in order to demonstrate compliance with the Title V particulate emission limit.

Highlighted text probably better suited for Background section.

Comment

What is causing the derate?  Is there an opportunity to engineer a solution to the problem?  What would the recovery of the derate be worth to the utility?

Objective
The purpose of the test program is to conduct diagnostic emission measurements on a drying kiln
stack. The results will be used by Temple Inland to determine how the actual emissions compare
to industry standard emission factors they currently use for air permitting purposes.

Suggestion

Objective
The purpose of the test program is to gather data about the operation of the selective non-
catalytic reactor (SNCR) and tune the reactor for optimum performance, as well as assess air
heater in-leakage on the No. 3 CFB.
 
CleanAir will provide flexible support for EKPC and Alstom Power during a dynamic test
program to fit their needs as they arise.  The design of this proposal is to highlight the
capabilities of the test crew on-site and ensure these meet the requirements of EKPC.
 
Specific constituents required to be sampled and analyzed are:
• nitrogen oxides (NOX)
• carbon dioxide (CO2)
• oxygen (O2)
• ammonia (NH3)
• flue gas composition (e.g., O2, CO2, H2O)
• flue gas temperature
• flue gas flow rate

Suggestion

Objective
SCOPE OF OFFER
CleanAir offers the following products and services to meet the requirements of Appendix K
mercury monitoring at a single coal-fired power plant:
1. Purchase of one complete Appendix K Mercury Monitoring System (MET-System 80).
2. Factory Acceptance Test prior to shipment of hardware.
3. Installation of hardware at facility.
4. Operational training of facility personnel (on-site).
5. Ten sorbent traps and mercury analyses for operator training and system shake-down
purposes.
6. Discounted prices on multiple units.

Comment

The Scope of Offer is fairly well stated, however it should be separate from the proposal Objective.

Suggestion
CleanAir is offering to design, fabricate, and install a state-of-the-art flue gas mercury monitoring system which complies with 40 CFR Part 75 Appendix K.  This system is known commercially as MET-System 80.  After completion of the requisite on-site training, Utility XYZ will be fully qualified to operate this system independently.  Our project managers will work with Utility XYZ to design the most effective monitoring plan to ensure that Utility XYZ acquires all the information that it needs.  The Appendix K system will allow Utility XYZ to accurately quantify vapor phase mercury emissions emanating from the Unit _ stack.  The MET-System 80 will provide Utility XYZ Environmental Managers with a fast, accurate, and affordable way to quickly and comprehensively evaluate emission rates and test the effectiveness of pollution control strategies.

Objective
The purpose of this proposed study is to develop and execute a test program directed toward
collecting data that will be used to document the performance characteristics of an electrostatic
precipitator (ESP) conditioning system on PacifiCorp’s Naughton Unit’s 1 and 2.  The
conditioning system in question utilizes sulfur trioxide (SO3) injection to lower the resistivty of fly
ash particles entering the cold-side ESPs.  The specific performance characteristic to be
analyzed is the amount of unreacted or free SO3 which passes through the ESP and is emitted
through the stack.  In order to make this engineering assessment, CleanAir will specify the most
appropriate test methodologies to accurately measure flue gas sulfuric acid (H2SO4)
concentrations taking into consideration such mitigating factors as the alkaline nature of the ash
which poses a potential negative bias, and the anticipated low sulfuric acid concentrations. 
(Note: While flue gas sulfuric acid concentration is measured as H2SO4, it is typically reported
as SO3.)
 
Prior to the initiation of the test program, CleanAir will prepare a test protocol document for
submittal to the Wyoming Department of Environmental Quality.  The test protocol will outline in
detail the purpose of the proposed testing, the conditions to be tested, the test methodologies to
be utilized, the anticipated detection limits of the methodologies, and the treatment of the
anticipated non-detect emission values.


Suggestion

Objective
The purpose of the test program is to demonstrate compliance with respect to the permitted
emissions limits, as defined in 40 CFR Part 63, Subpart EEE, and the Missouri Department of
Natural Resources (MDNR) Construction Permit.
 
Specific constituents required to be sampled and analyzed are:
• flue gas composition 
(e.g., O2, CO2, H2O)
• flue gas temperature
• flue gas flow rate
• total suspended particulate (TSP)
• sulfur dioxide (SO2)
• nitrogen oxides (NOX)
• carbon monoxide (CO)
• carbon dioxide (CO2)
• oxygen (O2)
• semi-volatile organic compounds
(SVOC)
• total hydrocarbons (THC)
• hydrogen chloride (HCl)
• opacity (if required)
• metals * (if required)
* Metals include arsenic, beryllium, cadmium, chromium, lead and mercury.

Suggestion

 

Objective
The purpose of the test program is to conduct emission measurements on six (6) Worthington
UTC -165 two-stroke, natural gas-fired internal combustion engines as required by Air Permit
No. 9-1440-00034/00021 and to demonstrate compliance with applicable permit emission limits.
 
To meet your permit deadline, this testing is scheduled for the week of December 18, 2006.

Suggestion

Objective

The purpose of the test program is to provide emission measurements for two (2) DC-990
compressor turbines (Source IDs 101 & 102) with respect to Title V Operating Permit # 08-
00001.

Suggestion

Objective

The purpose of the test program is to rate the emissions for warranty and certification purposes
from a natural gas-fueled generator set under a variety of operating conditions.  This data will
provide the basis for warranty and certification information during sale of these gen-sets to end
users.

Suggestion
Our proposed program will determine 

Objective

The purpose of the test program is to perform annual compliance and relative accuracy testing.



Suggestion
Our proposed program will determine

Objective

CleanAir considers it vital to understand the objectives of the work we perform and to keep them foremost while
developing an offer and particularly while implementing the work. We understand that the main objective of this
testing program is to determine the sources of air infiltration into the flue gas stream from the economizer exit to the
induced fan exit. The air infiltration has been causing both units at the Merom Station to be de-rated during the
summer months. This information will be used by Hoosier Energy and Riley Power to determine where repairs or
replacements need to be made during the upcoming outage at the end of February. Preliminary results from the
traverses will be given to the client on a daily basis and a preliminary report will be given to the client before
demobilization from the site.



Suggestion
Our proposed program will determine the location and hopefully the cause of the blockage or in-leakage which is resulting in the 2 Merom Units being derated approximately 50 MW each. We estimate that the correction of these problems could have a Net Present Value as high as $12,000,000 per unit or $25,000,000 for Hoosier Energy.

Objective

The purpose of the test program is to perform annual stack compliance testing as well as perform a relative accuracy test audit on the continuous emissions monitoring systems(CEMS) with respect to the U.S. Environmental Protection requirements.

Testing is proposed to be performed in March 2007.  Additionally, CleanAir has included an option in this proposal to extend our services to CCERA through 2009.

Suggestion

The purpose of the test program is to perform annual stack compliance testing and a relative accuracy test audit on the continuous emissions monitoring systems(CEMS) with respect to the U.S. Environmental Protection requirements.  Testing is proposed for March 2007 with the level of safety and professionalism you have come to expect from CleanAir. 

Our company is dedicated to increasing the value of our clients with the technology and expertise we have developed from over 30 years of service, and we look forward to the opportunity to do so for CCERA via the extension of services included in this proposal.  



List of Possible Customer Benefits Considered For MWI RATA and Compliance Testing


Savings and benefits from testing with CleanAir:

    1.  Accuracy of results save clients money in EPA fines.

    2.  Avoid substantial spending on new testing equipment.

    3.  Savings in testing supplies, inventory management, equipment maintenance, and testing management.

    4.  Safety practices save clients money in prevented accidents.

    5.  Process improvements made by CleanAir Consulting Group can decrease downtime.

    6.  Goodwill created by advertising Third Party test results is priceless.

   

Objective
The purpose of the test program is to conduct emission measurements on eleven (11) reciprocating internal combustion engines (RICE) in accordance with 40 CFR 63 Subpart ZZZZZ - National Emission Standards for Hazardous Air Pollutants for Reciprocating Internal Combustion Engines (RICE MACT). The testing will be conducted during a single mobilization in two (2) phases as follows:

Phase 1:    Woolfolk Compressor Station located near Big Rapids, MI will include testing on nine (9) engines.

Phase 2:    Reed City Compressor Station located near Reed City, MI will include testing on two (2) engines.

To meet the requirements of the RICE MACT and ANR, CleanAir proposes to conduct simultaneous measurements at inlet and outlet of each engine to be tested.  Testing will consist of a minimum of three (3) one-hour runs utilizing two (2) paramagnetic and two (2) FTIR analyzers, respectively. 

Suggestion

Objective
Project Goals - Big Picture, High-Level

Background: CleanAir has had a good working relationship with Cormetech over the past few years. Cormetech, one of the earlier and more successful entrants into the catalyst market is recognized as the preferred provider of quality catalyst by many in the SCR markets. Over the last few years other catalyst manufacturers have improved their catalyst and thus changed the marketplace such that quality of product and service has become more important.

Value Component: The economics are easily definable and measurable. Catalyst is positioned into the SCR in layers (see diagram in Job Plan) the number and size of which vary based on NOx levels and flow volume etc. Each layer (or bed) has a life span and is very expensive to replace (About $2,000,000 per bed in a 250MW unit, and there may be 3 or 4 beds and they could be even larger and more expensive if the unit is bigger, you get the picture, big, BIG bucks!).

Goal Related to Our Clients Success: We are going to provide high quality tuning services for our client, giving them the reliable data they require to make AIG adjustments to optimize the performance of the SCR (also saving ammonia $) and prolong the life of their clients catalyst. By prolonging the catalyst life by 2 years, say from 5 to 7 years you can see where a ton of money is being saved.  Eclipsing our target of at least 10x the cost of our testing services over that 7 year life-span. Then, Cormetech sells more catalyst, not to just their renewal clients, but new clients that also see the value over the lifetime of their systems because of the quality service approach to system and catalyst maintenance, of which we are a big part.

Suggestion
Objective
Project Goals - Big Picture, High-Level

Simply to show that the facility meets its Title V permit requirements for particulate, HCl, THC and VE and that their new monitoring system meets all Relative Accuracy Test Audit and 7 day drift requirements.

Suggestion
Objective

The purpose of the test program is to determine if the VOC oxidizer destruction efficiencies are in accordance with regulatory permit limits.

Suggestion

The purpose stated above seem to defy any chance to create value that is 10x so it is an excellent challenge to see what could have been done.

1) Check 4D. There is no information in 4D SPIN field so the sales person apparently did not ask and record any value questions.

2) Check prior work for this client. 4D Projects shows 5 projects, last one in 2005.  Did they not do it in 2006? Google shows 88 documents on Greenleaf.

3) Refine search by adding value. Find we have promised:

Chicago Office                                  Quick and cost effective remobilizations, project support and
                                                        the ability to keep the project staffed until completed.

Clean Air Instrument Rental Division    Clean Air Engineering utilizes its own inventory of analyzers and
                                                     will support this project with an FID analyzer technician on-site.

On-Site Engineer                               Clean Air Engineering always supports its projects with at least one (1) certified engineer on-site.

Experience                                       Clean Air Engineering has performed a multitude of CE and DE tests and is very familiar with IDEM regulations and administrators.
Also in T & C:

Value Engineering
During the term of this Agreement, Client and CleanAir are encouraged to identify ways to reduce the total life-cycle cost to the Client as well as to increase the value of the services provided by CleanAir.  Client and CleanAir may negotiate Agreement amendments that support and allow such total life-cycle cost reductions including, but not limited to the sharing of savings or increased revenues resulting from implementation of total life-cycle cost-reducing initiatives between Client and CleanAir.
Partnering
Partnering is a concept that will be utilized throughout the relationship of Client and CleanAir.  The partnering concept for this Agreement is a concept of working together to benefit both Client and CleanAir.  Both parties recognize that working together will result in making and implementing better decisions faster than working individually.  Both Client and CleanAir possess complementary skills and information and have collectively and individually committed to a common purpose or business goal.  For the purpose of the Agreement and the relationship of the parties the term “Partnering” is defined as an inter-company relationship that creates shared visions, instills a cooperative team attitude and reinforces traditional business values.  There will be no co-mingling of funds, no joint ownerships or co-ownerships throughout this Agreement.  “Partnering” is not, nor does it create, a partnership as a legal entity

Also check to what has been identified as important or having value in Job Logs:

Nothing is identified as to ways to provide extra value but by reading between the line come up with a few ideas.

    a) Could be a good thing to send someone to the plant ahead of test week to see if everything is working properly.
    b) We need a tall ladder
    c) They need to have a sufficient number of cars in ovens without big gaps.
    d) We have to work around plant breaks and other plant problems.
    e) They have used Randy Martin , an air testing consultant in the past.  Is he still involved. If not can we sell the extra serves he provided?
    f) They have used another Test Contractor, Chuck Liapas (Horizon)
    g) Having Tyvek with no dust on clothing is apparently important!!
    h) Palletizing equipment works great here.  Does this make lest dust?
      i)  Looks like we monitor the Oven emission prior to starting test and only test when THC is high enough.

Objective

The purpose of the test program is to demonstrate that the new SCR installed by B&W meets
performance guarantees.

Suggestion

Performance guarantees test programs provide a great opportunity to have a value driven objective.

    The SCR supplier wants a quick and successful test so that they can get paid the retainer. Every day of delay is worth Retainer x Interest Rate / 365 days.

    The plant owner want to quickly put the new equipment into operation so that it can start doing what is needed and hopefully paying back. In this case it should start generating NOX credits. Every day of delay is worth NOX reduction x $/NOX credits.

    The supplier should have some secondary objectives such as:
         getting PR value for a successful SCR start-up
         good design data for their application engineering database
         improve their relationship with the utility
         using a first class testing company make them look 1st class

    The owner should have secondary objectives such as:
          having good test data for the as built baseline of the new unit to use as a comparison as it gets older. THIS DATA WILL BE THE TARGET FOR FUTURE TESTING
          Impress the state agency that they are doing everything as well as can be done
          Setting an example for their plant people on how professional people work and act

    Tuning the SCR before the guarantee tests would be a good idea.

    Guarantee tests sometime have some undefined areas that need to be sorted out before testing begins.

CleanAir will help B & W tune the SCR for optimum NOX removal and then conduct the guarantee performance tests in the shortest time possible . We will use the CleanAir Multi-Point Sampling System for rapid sampling to minimize data variation due to boiler changing conditions. CleanAir is committed to be worth more than 10 time our invoice to both B & W and to helping B&W be worth more to their customer, KCP&L.
         
Objective