Advanced Pump System Optimization & Assessment (PSOA) Training / June 4, 2026 / Virtual Live Course

Advanced Pump System Optimization &
Assessment (PSOA) Training

Date: June 4, 2026
Time: 9:00 AM - 5:00 PM ET 
Professional Development Hours: 7.0 

Overview:

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. 

Learning Path:

• Recommended following completion of the Basic Pump & System Training and Intermediate Pump & System Training courses. 
• Intended for individuals who have already developed foundational and intermediate knowledge of pumps and pumping systems or possess equivalent experience. 
• Recommended preparatory training for individuals pursuing Pump System Assessment Professional (PSAP) certification.   

Click here for the full PSAP Certification training and preparation recommendations. 

Learning Level - Intermediate to Advanced:

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.   

Participants in this course should have already taken Basic Pump & System Training and Intermediate Pump & System Training courses or have knowledge of the topics covered in the courses.  

Audience:

This course is intended for technical professionals involved in improving the operation, reliability, and energy efficiency of pumping systems, including experienced sales engineers, pump system design engineers, and other engineers providing technical service and support. The course is also recommended for individuals preparing for Pump System Assessment Professional (PSAP) certification.

Core Capability:

Following this training, participants will develop an understanding of how pump system assessments and optimization strategies are applied to improve system performance, reliability, and energy efficiency. The learning objectives below outline the key capabilities and knowledge areas addressed in the course. 

Volume Discount:

This product qualifies for volume discounting. See the "Registration and Pricing" tab for more information.

SKU: VLC-PSOAT-02

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 pumping systems. 

• Distinguish optimization methods applicable to 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. 

• Recognize field measurement techniques, instrumentation requirements, and approaches to data analysis and validation.  

• Describe the development of assessment reports, recommendations, and effective presentation techniques. 

• Describe the use of hydraulic modeling to evaluate pump system operation and optimization. 

Section 1: Benefits of Pump System Optimization  

• Definition and opportunity. 
• Areas of focus (Red flags). 
• Pump system hydraulics (review). 
• System optimization examples. 

Section 2: Pump system economics  

• 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. 

Registration Fees:

Members, Associate Members, Standards Partners, and Training Partners of the Hydraulic Institute (HI) receive 25% discount on all available PSM training. Employees of Members, Associate Members, Standards Partner, and Training Partner organizations must log-in with their company email address in order for the discounted registration fee to apply. Industry Partners and Academic Partners receive 5% discount on all PSM training. Click here to learn more about HI membership.

Membership Question?  Call us at 973-267-9700, email us, or view the HI website for more information.

Volume Discount:

Receive volume discounts up to 20% off on select training and certification products. Add products in cart to see the applicable discounts. Member and partner discounts are combined with volume pricing for additional savings.

Refunds & Cancellations:

All refund requests must be made in writing at training@pumps.org. 

• Virtual Live instruction.  

• Downloadable Slide Deck (PDF) (see Handouts tab after registration). 

• Pump System Optimization Guidebook ($225 Value). 

• AFT Fathom 15-day trial license. 

Professional Development Hours (PDH):

Upon the successful completion of this training and passing the required quiz, you will receive a Certificate of Completion for the number of credit hours noted on the "Overview" tab.

Note: 1.0 PDHs is equivalent to 0.10 CEUs or 1.0 Contact Hours

Licensed Professional Engineers:

Continuing professional development is a vital component of the engineering licensure process. Most state licensing boards require continuing professional development as a condition for licensure and renewal of the license to practice engineering. The acceptance of continuing education as it applies to fulfillment of the state licensing requirements for professional designations is at the pleasure of the individual state licensing boards. It is the responsibility of the individual participants to be knowledgeable about their state requirements. Pre-approval of training providers and courses is not required by most state licensing boards, except for the following:

Florida Board of Professional Engineers

Pump Systems Matter is a board-approved continuing education provider for the Florida Board of Professional Engineers: License # CEA361.

New York State Board for Engineering, Land Surveying, and Geology

Pump Systems Matter is approved as a sponsor of continuing education for professional engineers in New York State: NYS Sponsor # 241.

• Basic Pump & System Training  
  
• Intermediate Pump & System Training  
• Pump System Assessment Professional (PSAP) Prep Course  
• Motor and VFD Principals Course  
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