Audit Kick Off Meeting Agenda

Investment-Grade Audit Kickoff Meeting Sample Agenda Introductions/Roles Roles of each person in the project Objectives of meeting Setting the Stage Discussion by Agency/Site on their interests, goals, objectives and priorities Level of management support Discussion by ESCO of their interest in the project Expectations/Feedback on Initial Proposal Feedback on selection (what gov t liked about proposal why selected) ESCO comments on selection Discussion on scope, buildings, areas and ECMs to be considered Building environmental/performance requirements Long-term plans at the site-additional capacity, utilization Demolition, new construction, studies, reports, information available Review of initial proposal ECM s Simple payback, contract term, total investment parameters O M services, R R responsibilities and O M savings Codes, regulations, hazards, other considerations/issues M V/ Savings verification approach Energy and escalation rates, rebates, financial incentives Other comments /feedback on initial proposal Questions/answers on DO RFP documents or attachments Investment-Grade Audit Process ESCO discussion of plans for DES phase..