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Retrofit vs Replacement Worksheet-How to Decide (Heat Processing Equipment)

Posted by Marketing on Jan 26, 2026

Retrofit vs Replacement Worksheet-How to Decide (Heat Processing Equipment)

Industrial Oven Retrofit or Replacement?

Company / Plant: ____________________ Line/Asset ID: ____________________
Process: ____________________________ Date: ____________________
Current throughput (parts/hr): _______ Shifts/week: _______ Hours/year: _______


1) Snapshot: What you’re solving for

Check all that apply:

  • ☐ Reduce energy per part
  • ☐ Improve uptime / reduce unplanned downtime
  • ☐ Close process capability gaps (uniformity, ramp rate, cure profile, etc.)
  • ☐ Improve safety/compliance (NFPA/UL/OSHA, ventilation, guarding, interlocks)
  • ☐ Increase capacity / shorten cycle time
  • ☐ Improve maintainability (access, parts availability, controls support)

Top 3 pain points (in your words):





2) Quick “red flag” screen (circle Yes/No)

If you answer YES to 2+ items, replacement often becomes the front-runner.

  1. Structural integrity compromised (shell/frame/insulation failure)? Yes / No
  2. Safety/compliance exposure with no practical retrofit path? Yes / No
  3. Core process can’t be met (uniformity, temp range, cleanliness)? Yes / No
  4. Controls are obsolete/unserviceable (no spares, unsupported PLC/HMI)? Yes / No
  5. Capacity gap is >25% vs required demand and can’t be fixed with airflow/controls? Yes / No
  6. Chronic downtime impacting delivery weekly/monthly? Yes / No
Notes: ____________________________________________________________

3) Energy intensity per part (simple calculator)

Fill what you know—estimate if needed.

A. Current energy use

  • Fuel type: ☐ Gas ☐ Electric ☐ Other __________
  • Average energy rate: $/kWh _______ or $/therm _______
  • Avg energy used per hour (from meter/estimate): _______ kWh/hr or _______ therm/hr
  • Parts processed per hour: _______ parts/hr

Energy cost per part (current):

  • Electric: (kWh/hr × $/kWh) ÷ parts/hr = $ ______ /part
  • Gas: (therm/hr × $/therm) ÷ parts/hr = $ ______ /part

B. Projected energy improvement

  • Retrofit estimate: _______% reduction
  • Replacement estimate: _______% reduction

Projected energy cost per part:

  • Retrofit: current $/part × (1 − retrofit %) = $ ______ /part
  • Replace: current $/part × (1 − replace %) = $ ______ /part

4) Maintenance burden & downtime (annual cost)

Unplanned downtime

  • Downtime hours/year: _______

  • Cost of downtime per hour (labor, lost margin, expediting): $ _______
    Annual downtime cost: $ _______

Maintenance

  • Maintenance labor hrs/year: _______ × loaded rate $ _______ = $ _______
  • Parts spend/year: $ _______
  • Contractor/service spend/year: $ _______
    Annual maintenance cost: $ _______

Total annual “keep-it-running” cost: $ _______


5) Process capability gaps (score 0–3)

Score each item: 0 = OK | 1 = minor | 2 = frequent issue | 3 = cannot meet requirement

Capability item
0
1
2
3
Notes
Temperature uniformity / repeatability
__________
Heat-up / recovery time
__________
Airflow distribution / part coverage
__________
Controls/recipes/data logging
__________
Ventilation/exhaust performance
__________
Product quality rejects linked to thermal process
__________
Capability gap score (sum): ______ / 18
Rule of thumb:
  • 0–5: Retrofit likely viable
  • 6–11: Compare hard numbers (retrofit vs replace)
  • 12–18: Replacement often justified

6) Safety & compliance exposure (score 0–3)

Score: 0 = compliant | 1 = small updates | 2 = meaningful risk | 3 = major exposure

Item
0
1
2
3
Notes
Burn/heat hazards & guarding
__________
Interlocks/E-stops/safeties
__________
Ventilation/LEL/combustion safety
__________
Electrical/code compliance
__________
Documentation/training gaps
__________

Safety/compliance score (sum): ______ / 15


7) Retrofit feasibility checklist (Yes/No)

If “No” shows up often, replacement rises.

  • Can airflow/heat delivery be materially improved (fans, ducts, recirc, seals)? Yes / No

  • Can controls be modernized (PLC/HMI, recipes, alarms, data logging)? Yes / No
  • Can insulation/seals/doors be upgraded without major structural work? Yes / No
  • Can safety upgrades be added without redesigning the whole system? Yes / No
  • Are critical parts available/supportable for 5–10 years? Yes / No

8) Decision matrix (weighted score)

Rate each option 1–5 (5 = best). Multiply by weight.

Weights: Energy (20) | Uptime (25) | Capability (20) | Safety (20) | Lead time/Disruption (15)
Criteria
Weight
Retrofit score (1–5)
Retrofit weighted
Replace score (1–5)
Replace weighted
Energy per part improvement
20
Uptime & maintenance reduction
25
Capability/quality improvement
20
Safety/compliance risk reduction
20
Lead time & disruption
15
TOTAL
100
____
____

If Replace total exceeds Retrofit by 10+ points: replacement likely wins.
If within 0–10 points: do the ROI math and consider phased retrofit.


9) ROI snapshot (simple payback)

Retrofit

  • Estimated project cost: $ _______
  • Annual savings (energy + maintenance + downtime + scrap): $ _______
  • Payback (yrs) = cost ÷ annual savings: _______ years

Replacement

  • Estimated project cost (net of resale/avoidance): $ _______
  • Annual savings: $ _______
  • Payback (yrs): _______ years

10) Recommendation (circle one)

Retrofit / Replace / Needs deeper study


Top 3 next steps:




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