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Training On Energy Management System (PDFDrive)

The document discusses the development and implementation of an Energy Management System (EnMS) according to ISO 50001. It provides an agenda that covers the importance of energy management, the development of ISO 50001, an overview of the standard, and how to implement an effective EnMS. The presentation aims to help attendees understand energy management principles, assess an EnMS, and apply the standard to improve energy efficiency in their organizations.

Uploaded by

Feras Sunji
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
100% found this document useful (2 votes)
569 views

Training On Energy Management System (PDFDrive)

The document discusses the development and implementation of an Energy Management System (EnMS) according to ISO 50001. It provides an agenda that covers the importance of energy management, the development of ISO 50001, an overview of the standard, and how to implement an effective EnMS. The presentation aims to help attendees understand energy management principles, assess an EnMS, and apply the standard to improve energy efficiency in their organizations.

Uploaded by

Feras Sunji
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 171

Development &

Implementation
of an EnMS -
ISO50001

Trevor Floyd –
MSc CEnv CEng MEI CMarEng
MIMarEST ACIBSE MCMI
Course Tutor
Trevor Floyd
Chartered Energy Engineer
Chartered Environmentalist
Chartered Marine Engineer
Low Carbon Consultant
Carbon Trust Consultant
BSI - Accredited Consultant
Carbon Trust Standard - Assessor
ISO14001, BS EN 16001, ISO 50001 specialist
British Standards Institute – Committee Member
EU-ETS - Verifier
CIBSE - CPD Trainer
Energy Institute – Accredited Course provider
United Nations – ISO50001 Specialist

Principal Consultant at

4
Agenda
Item 1 The importance of energy management

Item 2 The development / creation of ISO50001

Item 3 The standard – ISO 50001

Item 4 Implementation of an effective Energy Management System

Item 5 Conclusion / Questions


Our learning Objectives
To appreciate the importance of Energy
Management
To assist others to implement Energy
Management Solutions
To understand the relevance of effective
Energy Management
To understand the structure of ISO 50001
To appreciate how to assess and Energy
Management System in its entirety
To confirm the suitability of systems for
individual organisations
FACT

You cannot manage and control something


which you don’t actually measure and
understand!
Energy Efficiency & Waste
Minimisation

Energy is a resource: like money, people


and stock
Waste is a bad use of resources

Energy efficiency adds value


Reducing waste adds value
Negotiate
best
tariff

Select
best
tariff

Cost
Payless per unit
avoidance
of electricity
measures

Change
Of Fuel

Generate
ENERGY own power
MANAGEMENT High cost
measures
Capital
Investment
Low cost
measures
Reduce the
amount
Planned
of energy
Maintenance
consumed PROACTIVE
Waste
avoidance
Efficient
Reduce waste
Operation
Using existing
equipment
REACTIVE Management
Waste Information
avoidance (M & T)
Applying Energy Management Principles
STEP 1
COMMITMENT

A clear commitment from the top Management Team


Delegate full responsibility to a single person in authority

It is no point starting on the journey, unless we have the above.


Applying Energy Management Principles

STEP 2
HOW IS THE SITE PERFORMING AT PRESENT? AUDIT!
Study Energy data
Last 3 years supplier invoices
Sub-meter records if available
Electricity ½ hour data, if available
Compare to trade/industry benchmarks,
e.g.:- kWh/sq.m, kWh/tonne
What is the average price per unit for each fuel?
Applying Energy Management Principles
STEP 3
CARRY OUT A SITE SURVEY
Breakdown the site into its component parts
Processes
Motive power
Lighting
Compressed air
Space heating
Water heating
Applying Energy Management Principles
STEP 4
SET UP A PERMANENT MONITORING SYSTEM
Obtain supplier ½ hour information
Consider sub-metering on heavier users
Energy Management Software
aM&T – 5% CO2 allowance in Part L and Ekes
Benefits if AMR in place for CRC

INFORMATION / INFORMATION / INFORMATION


Applying Energy Management Principles
STEP 5
CREATE ACTION PLAN - contains
No cost measures
Low cost measures
Capital investment
Staff training/energy groups
Purchasing Policy
Set realistic targets, for the site and for energy centres, against
sensible benchmarks
e.g.:- production, floor area, temperature
Applying Energy Management Principles
STEP 6

SIMPLE HOUSEKEEPING MEASURES – NO


COST

Match load profiles against perceived


information
Why is base load so high?
What causes the high consumption on Sunday?
Space heating usage in summer.
Applying Energy Management Principles

STEP 6 (Cont.)
Check controls and reset for maximum efficiency
Check for compressed air leaks
Switch off equipment when not in use
Changes to maintenance regime

PUT RIGHT AND ENSURE IT STAYS RIGHT


Applying Energy Management Principles

STEP 7
LOW COST MEASURES

Upgrade controls e.g.: TRVs, lockable thermostats


Insulation improvements
Timers/thermostats on heating
Simple sensors and controls
Applying Energy Management Principles
STEP 8
CAPITAL (Future) INVESTMENT

Replacement lighting
Variable speed drives/High efficiency motors
New process technology
Replacement boilers / heaters
Applying Energy Management Principles

STEP 9
STAFF TRAINING/ENERGY GROUPS

regular staff briefings


performance reporting
energy promotion
Applying Energy Management Principles
STEP 10
PURCHASING POLICY

Install high efficiency lighting on refurbishment


Install high efficiency motors instead of rewinding
existing units
Can you purchase plant under Enhanced Capital
Allowances?
Is operating cost (life cycle) considered as well as
purchase price?
Applying Energy Management Principles

A Most efficient
B
C
D
E
F
 G Least efficient

Potential operational saving


Applying Energy Management Principles
STEP 11
SET REALISTIC OBJECTIVES & TARGETS

For the site


For Energy Centres / Processes / Services
Use appropriate criteria,
e.g.:- degree days for temperature
weight for production
Applying Energy Management Principles

AND FINALLY
Feed the information back into the Action Plan
Refine the plan
Adjust the targets
Keep on doing it!
Key Challenges
• Understanding fuels
• Technical Skills
• Compliance skills
• Information collection
• Information Analysis
• Resource availability
• Commitment
• Time
Site energy consumption

25
Incremental World Energy Demand
Incremental energy demand by sector and region
in the New Policies Scenario, 2008-2035

Source: IEA World


Energy Outlook 2010

26
What needs to be done

Source: IEA/UNIDO 2010

27
WHY Energy Management
Systems?
The evidence: Most energy efficiency in industry is
achieved through changes in how energy is managed
rather than through installation of new technologies

The problem: Energy efficiency is not integrated


into daily management practices!
The solution: A systematic approach is required
and top management must be
engaged in the management of energy

28
Ad hoc approach to energy
management..

29
Systematic Approach
Senior management
commit to EnMS

Costs
+5% Initial savings
sustained
0

-5% Housekeeping first – then


investment
-10%
EE becomes
-15% company culture

-20%
Investment
-25%
0 Years 3

30
Case Study – Benchmarking in Foundry
sector
 Matching the efficiency of best performing Russian (average
European) foundry could increase operational profitability of
individual enterprises by up to 15%

 More than half of the - 57%

savings and benefits - 43%

could be realized Better management Capital

through better
& low cost initiatives investment

management practices
and various low-cost
initiatives alone, with
no need for major
capital expenditure
Average efficiency, Best performance,
Russia Europe

Source: IFC, 2010


31
Energy Management System (EnMS)
An EnMS provides a structured and systematic
approach to integrate Energy Efficiency into
industry corporate culture and daily
management practices.
A framework for understanding significant energy
uses
Action plans for continually improve energy
performance
Structure and organizational framework to sustain
energy performance improvements over time and
change of personnel

32
ISO 50001 Energy Management
Standard
ISO 50001 is based on the
Plan-Do-Check-Act continual improvement
framework like ISO 9001 and ISO 14001

 ISO 50001 target to


• Industry & power  Compliance with the standard
sector
• Self-evaluation and self- declaration
• Commercial & of conformance
buildings
• Certification by external organization
• Transport

33
PLAN

ACT DO

CHECK
Continual
improvement
Energy policy

Energy planning
Management
review

Implementation
and operation

Checking

Monitoring,
measurement and
analysis
Internal audit of the
EnMS
Nonconformities,
correction, corrective and
Source: ISO 50001 preventive action
What can an EnMS achieve?

2-3% saving per year

EnMS
Certification

Source:
Ken Hamilton
HP WW Manager
Environment and Energy Services

36
What can an EnMS/Standard
achieve?
Management focus
Energy and
Systematic activity Cost Savings
Obligation to train and raise awareness
Obligation to provide resources Continual
Continuity through changes of personnel Improvement

 Most industrial enterprises that have implemented EnMS


achieved average annual energy intensity reductions of 2-3%
against 1% reduction of business as usual (IRL, NET, DEN, USA)
 For companies new to energy management, savings during the
first 2 years are 10-20%

37
EnMS Standards – Some results
Energy Management Standards – Programmatic Context

Denmark Vol Yes* Yes Yes* Yes Yes Yes Yes Lim 60%

Ireland Vol Yes Yes No Yes Yes Yes Yes Yes 25%

Sweden Vol Yes** Yes Yes** Yes Yes No Yes No 50%e

United States Vol No Yes No Yes No Yes No Yes <5%

Japan^ Man No Yes Yes Yes No Yes Yes Yes 90%

Source: McKane A. for UNIDO


38
ISO 50001 and Trade
ISO 9000 Certificates
35000 180000

Total Certificates (Northern & Western Europe)


160000
30000

140000
Total Certificates (Southeast Asia)

25000
120000

20000 100000

80000
15000

60000
10000
40000

5000
20000

0 0
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007

Source: McKane,
A. and Olsen, D., South-Eastern Asia Northern and Western Europe
LBNL 2009

39
ISO 50001 and Trade
• Uptake of ISO 9001 in the supply chain was driven largely by Western
European countries and Japan
• Uptake of ISO 50001 will be driven by the US, Canada, the expanded
EU, Japan, Korea, Brazil, China
• Use of ISO 50001 will be driven by companies seeking an
internationally recognized response to:
 National and international energy efficiency and climate agreements
 National cap and trade programs, carbon or energy taxes
 Corporate sustainability/responsibility programs
 Increasing market value of “green manufacturing”
 Carbon trading schemes

• Companies will demand participation by their suppliers- this is already


happening for environmental and lean manufacturing
• Exporters that position themselves now will be at a competitive
advantage

40
Opportunities and Challenges for
Industry
• Cost reduction (energy, maintenance, downtime, etc.) & enhanced
competitiveness
Opportunities

• Corporate image (environment, social responsibility, etc.)


• Green financing
• Carbon footprint
• Trade (i.e. compliance with international standards)

• In-house expertise & resources availability for EnMS implementation


Challenges

• Integration with other management system standards (quality,


environment, safety, etc.)
• Availability of expertise in the market for advising and assisting in
implementation

41
Opportunities and Challenges for Policy-Makers
EnMS and standard provide pillar for national EE and RE programmes
Opportunities

EnMS and ISO 50001 applicable to all economy sectors  significant


economies of scale
Boost development of the EE service sector, including job creation
Accelerate technology upgrade and innovation
Proven international supporting policy best practices are available

Limited technical expertise and institutional capacity


Supporting programs and incentives will be needed for wide and rapid
uptake of EnMS and ISO 50001  need to allocate adequate resources
Challenges

Demonstrate benefits and measure impact  Monitoring and verification


Ensure market credibility  certification and accreditation
SMEs will need special attention and support

42
Energy Management System
Standards
• Energy Management System Standards provide policy as
well as market-driven tools to disseminate energy
management best-practices and support their
implementation

• National EnMS standards


• Denmark, Sweden, Ireland, USA, South Korea, Thailand, South Africa,
China.

• Regional EnMS standards


• EN 16001 – European Energy Management Standard – 1 July 2009
• Withdrawn in favour of ISO50001 – end of April 2012

• International EnMS standards


• ISO 50001 – Energy Management Standard – 17 Jun 2011

43
Why use ISO 50001 for an EnMS?
• Standardised approach
• Compatible with 9001, 14001, etc.
• International recognition
• Evidence for Corporate Social
Responsibility (CSR)
• Meets Customer / Client requirements
• Best practice

44
Next Steps in
ISO Technical Committee 242
Guidance and standards being developed for
• Implementing, maintaining and improving an EnMS
using ISO 50001
• Energy metrics (baseline and performance indicators)
• Energy auditing (technical) (parts 1 – 5)
• EnMS auditing Measurement and Verification (M&V)
• Benchmarking
• Energy Service companies (ESCOs)
Joint working group with ISO TC 257

45
Conclusions
EnMS/ISO 50001 will assist companies and organizations in:
• Actively managing energy use, reducing costs and exposure to energy prices
• Better utilizing company personnel and resources, including capital stock
• Continually improving energy performance
• Adopting energy efficiency best-practices and low-carbon technologies
• Improving enterprises’ and organizations’ bottom line

leading to
Improved Energy Productivity and Enhanced Competitiveness
while delivering a substantial dividend to the Environment
supported by
The right programmatic and supporting framework will have to
be in place to ensure good market penetration and effective
implementation, i.e. IMPACT

46
Hong Kong
Issues

Why Energy Management?


Regulation
Possible Actions
Behaviour Change
Climate Change
Climate Changes - HK
Climate Change – Potential
Impacts
Hong Kong GHG Emissions
Hong Kong Electricity
Solution – Demand Side
Management
Benefits
Regulation / Guidance
Energy Labelling
Funding Schemes
Incentives – HK Awards
Carbon Calculators
Electricity Consumption
Local Benchmarks
ISO50001
The International
Energy Management System
Standard –

EnMS
Composition of ISO 50001
4.1 General requirements
4.2 Management responsibility
Top management
Management representative
4.3 Energy Policy
4.4 Energy planning
Legal and other requirements
Energy review
Energy baseline
Composition of ISO 50001
4.4 continued
Energy Performance Indicators
Energy objectives, targets & management
action plans
4.5 Implementation & Operation
Competence, Training, and Awareness
Communication
Documentation
Operational control
Design
Procurement
Composition of ISO 50001
4.6 Checking
Monitoring, measurement and analysis
Evaluation of compliance
Internal system Audit
Non conformities
4.7 Management Review
Inputs to review
Outputs from review.
The 7 major implementation steps
 Step 1 – Getting started
 Step 2 – Profiling your energy situation
 Step 3 – Developing objectives, Targets and
action plans
 Step 4 – Reality checks
 Step 5 – Manage the current state and
improvements
 Step 6 – Check the system
 Step 7 – Sustain and improve the system

Courtesy - US Department of Energy


Advanced Manufacturing Office
Implementation
Process
Typical Energy Management Process
ISO 50001
It is not a competition!

European Standard ended April


Chinese Standard – GB23331
Background to Standard
UK led development with British Standards Institute
Based on committee member’s experience and that of other
advisors
Based on existing Energy Management approaches employed
worldwide
Based on recognised ‘Best Practice’
Piloted in mid June 2009 – 5 case studies
Published as BS EN 16001 in September 2009
‘Internationalised’, by negotiation, for conversion to ISO 50001 –
in Beijing October 2010 and released June 2011
Final changeover to ISO50001 – JUNE 2012
Relationships

EnMS layout, paragraphs and


approach based on existing
Standards such as:
ISO 9000
ISO 14001
etc..
Deming Cycle

STUDY
ISO50001
The International
Energy Management
System Standard –

EnMS
Composition of ISO 50001
4.1 General requirements
4.2 Management responsibility
• Top management
• Management representative
4.3 Energy Policy
4.4 Energy planning
• Legal and other requirements
• Energy review
• Energy baseline
Composition of ISO 50001
4.4 continued
• Energy Performance Indicators
• Energy objectives, targets & management action plans
4.5 Implementation & Operation
• Competence, Training, and Awareness
• Communication
• Documentation
• Operational control
• Design
• Procurement
Composition of ISO 50001
4.6 Checking
• Monitoring, measurement and analysis
• Evaluation of compliance
• Internal system Audit
• Non conformities
4.7 Management Review
• Inputs to review
• Outputs from review.
Conclusion

An Energy Management Policy created in sufficient detail AND


fully implemented
= (should meet)
The requirements of the EnMS

ISO 50001
Opportunity
Evaluate your Energy Management practices
against those detailed in ISO 50001.
If they are sufficiently encompassing then
consider the internal and external benefits of
becoming certified or
Self certify your practices as a means of
validation of those practices
Apply for external certification if deemed
necessary or possibly required by customers
and clients
Establishing &
Implementing and
EnMS
1. Energy policy
ISO50001 section 4.3

•Developing a meaningful and usable policy


•Linking with other organisational policies
•Scopes and boundaries (coverage)
•Levels of commitment
•Issues of accessibility & confidentiality
•Periodic policy / strategy reviews and documentation
•Policy content
Legal
Organisational objectives
Energy usage reduction targets
•Reviewing
•Relating to other issues concerning energy such as purchasing (not
tariffs)
•Sufficient for purpose
•Exercise – Develop a sample one page policy document
2. Objectives and targets

See ISO50001 sections 3.11 and 3.17 for definitions and section
4.4.6 for precise requirement

•Consistency with policy


•Targets
•Objectives
•Action Plan or Programme to achieve objectives and
targets
•Exercise – Identify typical organisational objectives
and targets
3. Programmes or Action Plans (ISO 50001)

ISO50001 section 4.4.6

•Responsible persons
•Timetables
•Verification of results / achievements
•Exercise – Create a prioritised Action Plan
4. Roles and responsibilities

ISO50001 section 4.2.2

•Designated Management representative


•Individual roles and responsibilities
•Resources to be made available
•Exercise – Who is fit for purpose
5. Scope and boundaries

ISO50001 section 4.1 (b)

•Physical or geographical limits declared as the


boundary of operations covered
•Energy uses to be considered within scope
•Recording and delineating scopes and boundaries
•Exercise – Describe the boundaries and scope
6. Energy review

ISO50001 section 4.4.3 (and 4.4.4 relating to energy baseline)

•Cataloguing energy sources


•Evaluating past / historical organisational
performance
•Creating a schedule of major energy using plant and
equipment
•Establishing plant and equipment performance
measures / criteria
•Developing baselines

•Exercise – List the key Review components


Sankey Diagram
Energy Performance
7. Metering plan

Mentioned in ISO50001 section 4.6.1

•Metering types
•Metering locations
•Installation timetable
•Metering data plan
•Exercise – Develop a simple metering approach
8. Energy influences

•Energy Factor examples


•Linking energy use with application / output
•Degree days
•Other possible factors
•Recording factors / relationships for management
purposes
•Exercise – List potential influences
9. Opportunities register

ISO50001 section 4.4.3 (c)

•Identifying and recording opportunities for energy


saving
•Assigning responsibility for follow up
•Setting deadlines and due dates against each
opportunity
•Establishing priorities
•Tracking opportunities to conclusion / completion
•Exercise – List potential opportunities to be
recorded
10. Exceptions

ISO50001 section 4.6.1

•Monitoring consumption routinely (actual against


expected)
•Maintaining a list of past accidental deviations from
expected consumption
•Recording causes and remedies
•Exercise – List typical exceptions
11. Awareness, training and competence
ISO50001 section 4.5.2

•Qualifications of designated representative


•Methods of communication to keep employees and
contractors aware of the EnMS and energy-
management activities?
•Training staff with significant influence over energy
consumption given training to maintain their
competence related to energy responsibilities
•Information and training provision on energy
management for all levels of management
•Training-needs analysis (linked to the register of
roles and responsibilities
Exercise – Discuss best approaches to enrol staff
members
12. Operational instructions, checklists and
specifications
ISO50001 section 4.5.5

•Referencing all items such as checklists,


specifications, documented maintenance procedures,
standing orders (or anything else which describes
how work is to be carried out) if they have energy
efficiency implications
•Dates for review or revision
•Exercise – List potential documents relative to
this section
13. Legal and regulatory requirements

ISO50001 section 4.4.2

•Creating a list of applicable legal and other


requirements
•Sources of information
•Relating legal and regulatory requirements to the
organisation’s energy or major energy uses
(ISO50001)
•Exercise - Discuss sources of information
14. Non-conformities
ISO50001 section 4.6.4

This is taken to relate to administrative issues, i.e., non-


conformance with the EnMS. Energy-consumption exceptions
were dealt with separately.

•Establishing a systematic process for recording


non-conformities
•Corrective and preventive actions documented,
with deadlines
•Exercise – What are minor and major
nonconformities?
15. Reviews and audits

ISO50001 section 4.6.3 covers internal audits and 4.7 covers


management review
•Recording of top-management reviews
•Recording of remedial actions taken
•Exercise – Records and audit process
16. Document control

ISO50001 section 4.6.5

Note that completeness of the EnMS records is assured if the audit of


all preceding sections concluded that the requisite registers and other
documents exist in a satisfactory form.

•Control of relevant documents


•Document legibility, identity and traceability
•Document control committee
•Exercise – Types of documentation
17 Self certification

In this section we bring together the


features of the exercises already carried
out, plus the best approach to self
certification to decide how any size of
organisation can internally audit and
then, if so required, self certify.
Warning
Accurate recording and monitoring of energy usage
leads to better GHG reporting
MIND MAP

(after the break)

ISO50001 Implementation steps


presentation
STEP 1 GETTING STARTED
Step 1.1 Make the business
case
Step 1.1.1 Identify key internal
influencers
Step 1.1.2 Understand your business
drivers
Step 1.1.3 Prepare sales pitch
Step 1.1.4 Brief top management
Step 1.2 Secure top
management commitment
Step 1.2.1 Establish the scope and boundaries
Step 1.2.2 Appoint a management
representative
Step 1.2.3 Assign the members of the energy
team
Step 1.2.4 Define the energy policy
Step 1.2.5 Create organizational awareness
Step 1.2.6 Ensure continual awareness
Step 1.3 Establish the structure
for EnMS implementation
Step 1.3.1 Set the timeframe for
implementation
Step 1.3.2 Develop the
implementation plan
Step 1.3.3 Establish communication
channels
Step 1.3.4 Celebrate success often
Step 1.4 Understand the role of
documents and records
STEP 2 PROFILE YOUR
ENERGY SITUATION
Step 2.1 Identify, evaluate and track
legal and other requirements
Step 2.1.1 Identify and access legal
requirements
Step 2.1.2 Identify and access other
requirements
Step 2.1.3 Establish a process for evaluating
and updating requirements
Step 2.1.4 Plan for evaluating compliance with
legal and other requirements
Step 2.2 Acquire, analyse and
track energy data
Step 2.2.1 Identify data needs
Step 2.2.2 Determine availability of
data
Step 2.2.3 Formulate a process for
acquiring and recording data
Step 2.2.4 Investigate tools for
analysing and tracking energy data
Step 2.2.5 Choose and implement an
energy data management tool
Step 2.3 Determine significant
energy uses
Step 2.3.1 Prepare a list of your energy
systems
Step 2.3.2 Develop an energy balance
Step 2.3.3 Determine criteria for significance
Step 2.3.4 Record significant energy uses and
the method used
Step 2.3.5 Analyse and track significant energy
uses
Step 2.4 Identify energy
opportunities
Step 2.4.1 Use energy assessments
Step 2.4.2 Utilise other methods
Step 2.5 Prioritise energy
opportunities
Step 2.5.1 Get the right people
together
Step 2.5.2 Review relevant
organizational information
Step 2.5.3 Determine criteria
Step 2.5.4 Develop tools or
techniques for applying criteria
Step 2.5.5 Apply criteria to prioritize
opportunities
Step 2.6 Establish a baseline and
determine energy performance
indicators (EnPIs)
Step 2.6.1 Get stakeholder requirements for
measuring performance
Step 2.6.2 Establish a baseline
Step 2.6.3 Develop a list of possible EnPIs
Step 2.6.4 Determine factors that affect
EnPIs
Step 2.6.5 Select and test EnPIs
Step 2.6.6 Analyse EnPIs to determine
performance
STEP 3 DEVELOP OBJECTIVES,
TARGETS AND ACTION PLANS
Step 3.1 Establish energy
objectives and targets
Step 3.1.1 Get the right people together
Step 3.1.2 Provide appropriate inputs
Step 3.1.3 Define and document objectives
and targets
Step 3.1.4 Obtain management approval
Step 3.1.5 Communicate the energy objectives
and targets
Step 3.2 Formulate energy
management action plans
Step 3.2.1 Select projects based on
resources and other factors
Step 3.2.2 List the actions needed
Step 3.2.3 Develop the schedule
Step 3.2.4 Assign roles and
responsibilities
Step 3.2.5 Document and regularly
update the action plans
STEP 4 REALITY CHECK:
STOP! LOOK! CAN I GO?
Step 4.1 Review the status of
your efforts
Step 4.2 Perform a sanity check
on resources
Step 4.3 Identify accomplishments
and lessons learned
Step 4.4 Conduct a management
review
Step 4.5 Communicate across
the organisation
STEP 5 MANAGE CURRENT
STATE AND IMPROVEMENTS
Step 5.1 Manage and control
information
Step 5.2 Determine operational
controls
Step 5.2.1 Determine and establish effective
operating criteria
Step 5.2.2 Operate according to established
controls
Step 5.2.3 Communicate operational controls
Step 5.3 Ensure competence of
personnel
Step 5.3.1 Define competencies
Step 5.3.2 Assess personnel against
competencies
Step 5.3.3 Develop plan to address
training needs
Step 5.4 Ensure awareness of
personnel
Step 5.4.1 Define awareness
requirements
Step 5.4.2 Plan and implement
training
Step 5.5 Define purchasing
specifications for energy supply
Step 5.6 Incorporate energy
considerations in procurement
Step 5.7 Manage energy
considerations in design
Step 5.8 Communicate
internally
Step 5.9 Decide on external
communications
STEP 6 CHECK THE SYSTEM
Step 6.1 Monitor, measure and
analyse key characteristics
Step 6.2 Calibrate monitoring
and measuring equipment
Step 6.3 Evaluate legal and
other compliance
Step 6.4 Plan and conduct
internal audits
Step 6.5 Take action to correct
and prevent nonconformities
Step 6.6 Check and use the
evidence
STEP 7 SUSTAIN AND
IMPROVE THE SYSTEM
Step 7.1 Collect information for
management review
Step 7.2 Conduct management
reviews
Step 7.3 Ensure continual
improvement
An Effective
Energy Management System =

1. Reduce operational costs


2. Reduced energy consumption
3. Reduced emissions to
atmosphere
World Experience!
Thanks to:

British Standards Institute

US – Department of Energy

United Nations
International Development
Organisation

International Standards
Organisation
and many others Thank you for your attention
Open Discussion
& Final Questions
Trevor Floyd
MSc., CEnv., CEng., MEI.,
CMarEng., MIMarEST., ACIBSE.,
MCMI.
[email protected]

Principal Consultant @

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