Pump System Optimization and Assessment / March 11, 2026 / Virtual Live Course

Pump System Optimization and Assessment

Date: Wednesday, March 11, 2026
9:00 AM - 5:00 PM ET
PDH Credits: 7.0

Overview:

The Pump System Optimization & Assessment (PSOA) course builds on fundamental principles to examine the economics of pumping systems and the strategies to assess and optimize these systems. This course covers critical skills required to analyze and optimize pumping systems by reducing energy and maintenance costs. This course provides immersive coverage of pump system economics, optimization based on life cycle cost, and standardized processes to assess and improve pumping systems.

Learning Level - 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 perfect for technical professionals looking to expand their knowledge on how to improve the operation, reliability and energy efficiency of pumping systems. This includes experience sales engineers, pump system design engineers, and other engineers that provide technical service and support related to improving the operation, reliability and efficiency of pumping systems. This course is also recommended for candidates preparing for the Pump System Assessment Professional (PSAP) certification.  

Learning Objectives:

• Achievable benefits of assessment and optimization.
• Pump life cycle costs & financial analysis.
• Energy optimization and specific energy consumption.
• Optimization methods for new systems.
• Optimization methods for existing systems.
• Pump systems assessment levels and standards. 
• Pump system assessment process.
• Assessment team roles and responsibilities.
• Field measurements, instrumentation, data analysis and validation.
• Creating the assessment report, recommendations, and presentation techniques. 

Course Materials Included:

• AFT Fathom 15-day trial license.
• Pump System Optimization Guidebook ($225 Value).
• Downloadable Slide Deck (PDF) (see Handouts tab after registration).

SKU: VC804H

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 and 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, and Presentation 

• Standard Sections.
• Developing Recommendations. 
• Example Report.
• Presentation and Audience Considerations. 

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.

Refunds & Cancellations:

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

Course Platform:

Courses are hosted on the Microsoft Teams platform. Prior to joining the LIVE course, Click here for instructions on how to test your browser and install the desktop app (optional).

Course Instructions:

1. Click the Contents tab and select "View Live Session".  After the session is completed, return to the Contents tab.
2. Click "Complete Quiz for Live Course" to answer quiz questions. You will have unlimited attempts and must get at least 80% correct to proceed. After completing the quiz, return to the Contents tab.
3. Click "Complete Course Evaluation" to provide your feedback on the course to PSM. Scroll down to view all feedback questions, there are questions that expand past the size of the window. 
4. Click the button “View/Print Your Certificate” in the box titled “Claim Credits & Certificate to save or print your certificate of completion. If you ever lose your certificate, you can come back to the PSM website and view it on your transcript (found in the Dashboard).
5. During the Q&A portion of the training sessions, questions are welcome that relate to the material presented and the instructor will do their best to address them within the context of the training provided. If time does not permit addressing questions received, we’ll make our best effort to provide an answer via email.
6. Please note that the instructor is not able to provide consulting advice or interpretations of standards; therefore, these types of questions will not be addressed by the instructor. 

Q&A During Course: During the Q&A portion of the session, questions are welcome that relate to the material presented. The instructor will do their best to address them within the context of the training provided. If time does not permit addressing questions received, PSM staff will make our best effort to provide an answer via email. 

NOTE: Please note that the instructor is not able to provide consulting advice or interpretations of standards; therefore, these types of questions will not be addressed by the instructor.

Need Assistance?

If you are experiencing any log in issues, cannot access a course, need assistance claiming credit, or have other questions or concerns, please e-mail training@pumps.org.

Continuing Education Credits:

Upon the successful completion of this day and passing the required quiz, you will receive a Certificate of Completion. 7 PDHs | 0.7 CEUs | 7 CONTACT HOURs

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.