
This Pump System Optimization & Assessment (PSOA) training builds upon intermediate pump and system principles to examine the economics, assessment methods, and optimization strategies used to improve pumping system performance. Designed for professionals seeking to reduce energy and maintenance costs, the course provides focused instruction on pump system economics, life-cycle cost–based optimization, and standardized approaches for assessing and optimizing pumping systems, including an example using hydraulic modeling software.
Participants will earn 7 Professional Development Hours (PDH)
Learning Path:
- Recommended following completion of the Basic Pump & System Training and Intermediate Pump & System Training courses.
- Recommended preparatory training for individuals pursuing Pump System Assessment Professional (PSAP) certification.
Click here for the full PSAP Certification training and preparation recommendations.
For individuals with a strong foundational knowledge and experience who seek to enhance their broad skills and knowledge. Advanced training delves into complex concepts, analysis, design, optimization, and problem solving.
Learning Level - Advanced
Participants will be able to:
- Describe the achievable benefits of pump system assessment and optimization.
- Explain pump life-cycle cost concepts and basic financial analysis methods.
- Identify energy optimization opportunities, including the use of specific energy consumption metrics.
- Distinguish optimization methods applicable to new & existing pumping systems.
- Identify pump system assessment levels and applicable industry standards.
- Describe the pump system assessment process and key implementation steps.
- Define assessment team roles and responsibilities.
- Implement field measurement techniques that consider required instrumentation, its installation, data collection, cross validation of data and methods to analyze the data with respect to optimization.
- Describe the use of hydraulic modeling to evaluate pump system operation and optimization.
- Conduct troubleshooting methodology to identify cause and corrective action strategy.
- Conduct pump system assessment and develop the assessment reports with actional recommendations based on pump life cycle cost analysis.
Learning Objectives
- Technical professionals with intermediate knowledge of pumps and pumping systems.
- Engineers with approximately 2+ years of experience in the fluid handling industry.
- Technical sales, sales reps, and engineers focusing on pump system design, control, operation, reliability, energy efficiency, technical services and aftermarket solutions, and optimization through pump system assessment.
Audience
Following this training, participants will understand how pump system assessments are organized, conducted, and how to implement optimization strategies to improve system performance, reliability, energy efficiency and ultimately reduce the total cost of ownership. The learning objectives outline the key capabilities and knowledge areas addressed in the course.
Core Capability
Section 1: Benefits of Pump System Optimization
- Definition and opportunity.
- Areas of focus (Red flags).
- Pump system hydraulics (review).
- System optimization examples.
Section 2: Benefits of Pump System Optimization
- Life Cycle Cost.
- Estimating power & energy cost.
- Beyond energy.
- Financial Analysis.
Section 3: Pump System Optimization
- Optimization of new designs.
- Optimization of existing designs.
- Energy optimization (Specific energy).
Section 4: Optimization Examples and Studies
- Lift station specific energy example.
- VSP water booster pump station.
- Friction head versus pipe size example.
- Existing system with maintenance issues.
Section 5: Pump System Assessment
- ISO/ASME 14414 Pump System Energy Assessment.
- Levels of assessment.
- Core functions of assessments by level.
- Pump System Assessment Professional (PSAP) Certification.
- Tasks and knowledge requirements.
- Assessment action plans.
Section 6: Prescreening Systems
- Required system information.
- Determining best opportunity.
Section 7: Assessment Team, Scope and Boundary
- Assessment team and roles.
- Defining scope, objective, and system boundary.
- Determining what needs to be analyzed.
Section 8: Collecting Data and Analysis
- Pump testing overview.
- Instrumentation.
- Measuring input power and efficiency.
- Cross validation of data.
Section 9: Pump System Assessment Report & Presentation
- Standard sections.
- Developing recommendations.
- Example report.
- Presentation and audience considerations.
Section 10: Optimization of a System using Hydraulic Modeling
- Building a hydraulic model.
- Analyze and review current operations.
- Improve operation using optimization techniques.
Training Outline
Explore Pump System Optimization & Assessment Training
Explore available on-demand and scheduled virtual live instructor led options below.
Volume and Group Discounts Available
Register for multiple products and enjoy automatic savings. HI Member and Partner discounts can also be combined with volume discounts for additional savings (company email must be used when creating an account).
For group discounts (3 or more individuals) or to learn more about private training options, please reach out to our Learning and Development Team by clicking here.
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Contains 4 Component(s), Includes Credits Includes a Live Web Event on 12/03/2026 at 9:00 AM (EST)
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Register
- Non-member - $700
- Member - $525
- Associate Member - $525
- Academic Partner - $665
- PSAP Industry Partner - $665
- Pump Industry Partner - $665
- Pump Industry Partner Retiree - $665
- Standards Partner - Consultant - $525
- Standards Partner - End User - $525
- Standards Partner - End User & Basic Training - $525
- Training Partner - $525
- More Information
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Register
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Contains 4 Component(s), Includes Credits Includes a Live Web Event on 09/10/2026 at 9:00 AM (EDT)
-
Register
- Non-member - $700
- Member - $525
- Associate Member - $525
- Academic Partner - $665
- PSAP Industry Partner - $665
- Pump Industry Partner - $665
- Pump Industry Partner Retiree - $665
- Standards Partner - Consultant - $525
- Standards Partner - End User - $525
- Standards Partner - End User & Basic Training - $525
- Training Partner - $525
- More Information
-
Register
-
Contains 21 Component(s), Includes Credits
-
Register
- Non-member - $700
- Member - $525
- Associate Member - $525
- Academic Partner - $665
- PSAP Industry Partner - $665
- Pump Industry Partner - $665
- Pump Industry Partner Retiree - $665
- Standards Partner - Consultant - $525
- Standards Partner - End User - $525
- Standards Partner - End User & Basic Training - $525
- Training Partner - $525
- More Information
-
Register
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