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EnMS Tools

This document provides an overview of an energy management system tools spreadsheet developed to help organizations implement an energy management system in line with ISO 50001. The spreadsheet contains various worksheets grouped into the four parts of the energy management system implementation process: commit, plan, do, check. It is intended to be a comprehensive yet flexible tool that organizations can modify as needed to support their energy management system. The document includes brief descriptions of the types of information and templates included in each worksheet.

Uploaded by

Chariz Parrocho
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
50 views

EnMS Tools

This document provides an overview of an energy management system tools spreadsheet developed to help organizations implement an energy management system in line with ISO 50001. The spreadsheet contains various worksheets grouped into the four parts of the energy management system implementation process: commit, plan, do, check. It is intended to be a comprehensive yet flexible tool that organizations can modify as needed to support their energy management system. The document includes brief descriptions of the types of information and templates included in each worksheet.

Uploaded by

Chariz Parrocho
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 76

GNPower Mariveles Energy Center Ltd. Co.

Energy Management System Tools


Introduction

The purpose of the present Spreadsheet (EnMS Tools.xlsx) is two fold:


1. To reinforce and complement guidance and information provided in the narrative
part of the Practical Guide;
2. To offer enterprises and organizations willing to or interested in implementing
an energy management system (EnMS) a comprehensive tool to support and help
in implementing an EnMS in line with ISO 50001

This Spreadsheet has been developed by international experts with extensive practical experience in the
implementation of energy management systems in line with national standards, European standard
(EN16001) and international energy management system standards (ISO 50001).

The Spreadsheet consists of worksheets related to the various parts and elements of an energy
management system and the steps involved in its implementation. The tabs are colour coded and
grouped to reflect the four parts of an EnMS implementation programme: commit, plan, do, check.

This Commit-Plan-Do-Check cycle is based


on the Plan-Do-Check-Act (PDCA) cycle.
It is felt that Commit is more relevant in
the context of energy management than
Act as found in quality improvement Commit Plan

Check Do

This Spreadsheet has been developed with the objective of developing a tool that would be
comprehensive, simple and flexible, open to be modified and tailored by users. Companies that already
use other methods to meet the purpose of any of the tools/worksheets provided here may want and
decide to delete or hide some of the tabs in the Spreadsheet. Othe companies may want and decide to
paste their own tools into some of these tabs or add them to the Spreadsheet. The Spreadsheet can be
used also just as a reference.

The Spreadsheet is the result of several demonstrative uses within the UNIDO EnMS and ISO 50001
Capacity Building Programme and successive refinements. While considered as a proven tool, the
Spreadsheet is envisaged to be regularly reviewed and updated with the objective of continually
improve its effectiveness and usefulness
GNPower Mariveles Energy Center Ltd. Co.

Energy Management System Tools


Instructions

This worksheet provides an overview of all tools/worksheets contained in the EnMS Tools Spredsheet.
For each tool/ worksheet a basic description is given.

Any User of the EnMS Tools Spreadsheet is expected to input data as well as to modify the worksheets
to better suit his/her needs.

The use and modification of this Spreadsheet does require an intermediate level of knowledge of
Microsoft Excel.

Self Assessment
This worksheet has a tool to allow you checking where you are begining from in implementing your
EnMS and perhaps highlighting areas that need particular focus.

Roles and Responsibilities


This worksheet lists all tasks associated with implementing and operating an EnMS. Each task has details
of how often it occurs, where documents are filed, who is responsbile and their level of authority (Lead,
Participate, Inform). This is a very important part of the process of gaining commitment within the
organisation. Ensure that everyone understands their own role and has enough time and priority to
complete their roles and tasks.

Scope
This worksheet includes both scope and boundaries details
It should also document any items which are excluded from the scope or boundaries

Policy
Paste a copy of your energy policy in this worksheet.

NOTE: All tabs related to the energy review, baselines and energy performance indicators
(EnPIs) are coloured yellow and begin with a code of the form ER#. These codes correspond
with the codes on the energy review workflow diagram shown on the side for easy reference.

ER1 Data
GNPower Mariveles Energy Center Ltd. Co.

Data from energy meters including bills should be entered here. The data will be read into other tabs for
analysis purposes. Include each energy source such as electricity, gas, oil, water, etc. Include both total
monthly usage and cost for each. Try to ensure that for fuels it is usage rather than deliveries.

ER2 Trends
This worksheet will read the data from the data tab and display some trends. If additional trends are
required, the user is free to add them and modify to meet his/her own requirements.

ER3 SEU list


This worksheet is a summary of all the items which make up the organsations significant energy uses
(SEUs). It should ideally account for at least 80% of the energy consumption of each energy source
included in the scope of the EnMS. It includes prompts for drivers, people, EnPIs, etc.

ER3 SEU - Motors


This worksheet is a list of all motors in the plant. If there is a very high number of motors consider only
including those above a certain cut off size.

ER3 SEU - Heat Users


This worksheet is a list of heat using processes.

ER3 SEU - Lighting


This worksheet is a list of light fittings.

ER4 Drivers-EnB-EnPI
This worksheet is to help with quantifying the effects of the drivers and determine the EnBs and EnPIs.

ER5 Monitoring and Measurement Plan


This worksheet includes both meters to monitor EnPIs and other measuring instruments to monitor
critical operating parameters.

ER6 Maintenance Criteria


This worksheet lists the maintenance activities for SEUs.
This worksheet will not be required if the organisation has a maintenance management system which
nicludes these details.
GNPower Mariveles Energy Center Ltd. Co.

ER6 Critical Operating Parameters


This worksheet is a list of the critical operating parameters for each SEU

ER7 Technical Audits


This worksheet is a list of audits that have occurred. The recommendations of the audits should be
included in the opportunities list.

ER8 Opportunities List

This worksheet is a list of all known opportunities to improve energy performance, including those that
may be rejected. It is also the action plan of the organisation. Action plan items are those 'in progress'
which have been assigned to someone.

Energy Planning Workflow Diagram

ER1. Energy bill and


sub-meter data

ER2. Analyze past,


present and future
energy use

ER3. Identify & quantify


Significant Energy Users
(SEUs)
ER4. Identify drivers, get ER6. Review operational
data and analyze SEUs control for all SEUs

ER7. Technical energy


audits
ER5. Develop baselines
and performance
indicators for each SEUs

ER8. Identify
opportunities for
improved performance,
review and decide on
action plans

Training
This worksheet is the training plan. It shows all training sessions and who needs each one.

Procurement
This worksheet is a list of relevant procurement specifications related to each SEU.
GNPower Mariveles Energy Center Ltd. Co.

Design
This worksheet is a list of design reviews carried out. Every time the organsation is involved in a design
activity, an energy design review should be carried out and recorded here. Any recommendation should
be added to the opportunities list and assigned to the appropriate person.

Info-Finance
This worksheet is a simple non-comprehensive tool to help compare financial options

Legal
This worksheet is a list of the legal and other requirements pertaining to the organsiations energy use.
It is also a tool to check that the organization is complying with these requirements.
GNPower Mariveles Energy Center Ltd. Co.

Energy Management System Tools

Self Assessment
Instructions:
Score is 0 to 5. 0 means very poor marks and 5 full marks.
In the Evidence column examples and/or explanation of the score given should be provided.

Question Titles Score Evidence Consider


Has the organisation
Does the top management know that exhausted all low cost
significant energy cost savings can be Recognise Savings opportunities before stating
achieved by simple low cost measures Potential 20% to invest in capital projects?
without necessitating financial
investment?
When a compromise is
Is the top management committed to Management needed to reduce energy
energy cost reduction and is there an commitment 20% consumption, what normally
approved energy policy in place? takes the priority?

Are "I'm too busy" or "I have


Have roles, responsibility and more important things to do"
authority been identified for all Roles and common excuses?
persons having an influence on responsibilities 40%
significant energy use and is this
documented?
Have the significant energy uses been Do you know where at least
quantified and documented? SEUs 70% 80% of your energy is used?
Are you able to estimate
Has a baseline of energy performance energy use based on
been established against which Baseline 30% variables before bills arrive?
progress can be measured?

Do you respond pro-actively


Have indicator(s) or metrics been when actual consumption
identified to use in measuring EnPIs 15% exceeds expected?
progress against your baseline?

Have the organisation’s energy Objectives and Are they quantified and
objectives and targets been identified 50% monitored regularly for
targets success?
and documented?
Are they approved and
Have energy action plans been resourced adaquately and
established? Action Plan 30% will they result in targets
being met?

Is the energy management system Do you have a list of


evaluated at least once a year and are improvement ideas for the
improvements made based on the Internal audit 20% mangement system (non-
results of the evaluation. technical ideas)?
GNPower Mariveles Energy Center Ltd. Co.

Recognise Savings Potential

Internal audit 100% Management commitment

50%

Action Plan Roles and responsibilities

0%

Objectives and targets SEUs

EnPIs Baseline
Philippine Institute of Energy Management Professionals

Energy Management System Tools

Roles and Responsibilities


Instructions:
This worksheet lists all tasks associated with implementing and operating an EnMS.
Each task has details of how often it occurs, where documents are filed, who is responsbile for the task and their level of authority (Lead, Participate, Inform).
Cells coloured in orange identify tasks associated with the key concepts of energy management system implementation

er
ep

e
er ac
ag
or e

R
ct tiv

ne n
an
gt

gi ten
ire u

M
D xec

E n ai n
gy

gy
E

M
er

er
En

En
Task What is required? Frequency Relevant Documentation Communication Timeline

Preparation & Commitment


Define scope and boundaries of Scope: what energy sources and uses are included. Lead Lead/
the EnMS Boundaries: what parts of the organisation are included Review annually Scope worksheet Energy Team Participate
Ensure that relevant personnel understand their roles,
Manage roles and Lead/
responsibility and authority and are resourced and Lead
responsibilities Participate
supported in their roles in the EnMS implementation Continuously This worksheet All affected staff and contractors
Develop and periodically review the energy policy Review annually prior Lead/
Develop the energy policy Lead
document to management review Policy worksheet As appropriate Participate
Review/Approve the energy Review and approve the policy document
Lead
policy Annually Energy Policy All staff and contractors
Participate in management Energy Team and top
Attend the management review meeting
review Annually Presentation and minutes management team Lead
Consider energy performance in Ensure that energy performance is considered in long term Energy Team, project
long term planning and strategic planning As required Energy Strategy management team Lead
Based on available opportunities but aligned with relevant Top mangement and energy
Set objectives and targets
commitments Annually team Lead
Planning
Identify and document all legal and other requirements Lead/
Legal and other requirements
applicable to the organsiation's use of energy Quarterly Legal worksheet Energy Team Inform Lead Participate
Complete the energy review Lead/
Complete all the steps in the energy review process
steps (ER1 to ER8) Annually ER worksheets Energy Team INform Lead Participate

Operating
Ensure that all personnel including contractors who may
significantly impact the energy use are competent to carry
Implement training
out their roles through a mixture of education, training, Training worksheet and training
experience and skills As planned records As appropriate
Ensure that relevant people are aware of the EnMS Records of communication,
Internal Communication activities and have an opportunity to contribute to the screens, email, posters,
improvement of energy performance Continuously suggestion boxes As appropriate
Decide on the level and content of any external Records of decision (who, what,
External Communication
communications related to energy management As required when) and communication As appropriate
Ensure that an appropriate level of awarenesss of energy
Promote energy awareness
matters is promulgated Continuously Awareness materials As appropriate
Ensure that critical documents and records pertaining to
Document Control energy performance and the EnMS are maintained and
available to those requiring them Continuously Documents worksheet As appropriate
Operational Control - Ensure that all significant energy using equipment and Operational records, op cont
Operation of SEUs systems are operated efficiently Continuously worksheet, ER6 Operational staff
Operational Control - Ensure that all significant energy using equipment and
Maintenance of SEUs systems are maintained efficiently Continuously Maintenance records, ER6 tab Maintenance staff
Identify, quantify, document and communicate the critical
Critical Operating Parameters operating parameters for all significant energy using Critical operating parameters list,
equipment and systems Continuously ER6 As defined in the list
Ensure that new projects with a significant energy are Energy design workflow, design
Energy Efficient Design
evaluated from an energy perspective As required review records Energy Team and project team
Ensure that energy procurement is managed efficiently and
Procurement - Energy
effectively Continuously Bidding and contract documents Energy and finance personnel
Ensure that energy performance is taken into account in Equipment purchasing Procurement and energy
Procurement - Equipment
the procurement of energy using equipment Continuously specifications personnel
Ensure that energy performance is taken into account in Service procurement
Procurement - Services the procurement of services that could affect energy specifications including Procurement and energy
performance. Continuously competence requirements personnel

Peformance Evaluation and Improvement


Monitor and take action related to energy bills, EnPIs and Bills, EnPIs, EnPI worksheet,
Monitor energy metrics
other energy metrics Continuously etc.
Internal audit worksheet, records
Internal Audits Schedule and organise internal audits of the EnMS
Quarterly and corrective actions As appropriate
Ensure that all action and training plan items are Action plan progress, ER8
Review action plan progress
progressing according to plan Monthly Opportunities List worksheet As appropriate
Review maintenance and operational records and Operation and mainteinance Operation and maintenance
Monitor operational control
operating parameters Continuously records staff
Manage corrective and preventive actions related to the
Manage non-conformities EnMS. These include deviations from plans, EnPIs and
2nd or 3rd party audit findings, etc. Continuously Non-conformity worksheet As appropriate
Philippine Institute of Energy Management Professionals

Energy Management System Tools

Scope and Boundaries


Instructions:
This worksheet includes both scope and boundaries details
It should also document any items which are excluded from the scope or boundaries

Scope

Which energy sources are included in the scope of the EnMS and which are not included.

Included Excluded
Electricity
Fuel (Coal)
Diesel
Water

Note: Only those energy sources outside the authority of the organization are allowed to be excluded.

Boundaries (Physical or organizational limits)

Which parts of the organisation are included and excluded.

Included Excluded
Production systems Remote warehouse facility
All buildings
All utilities
NOTE 1: Water is not energy but its consumption is commonly managed in the same way as energy. An organization may
consider including water in the EnMS.
t Professionals

t System Tools

or boundaries

are not included.

Rationale for excluding any source

e organization are allowed to be excluded.

Rationale for excluding any area


d in the same way as energy. An organization may want to
Philippine Institute of Energy Management Professionals

Energy Management System Tools


Energy Policy
Instructions:
Insert here a copy of your energy policy.
Ensure that the policy includes the relevant requirements of ISO 50001 if certification is part of your
plan.
Even if your organization is not planning to have your system certified, the ISO requirement is very
useful.
Energy Management System Tools

Data
Instructions:
In this worksheet data from energy meters, including bills, should be entered.
The data entered here will be read into other worksheets for analysis purposes.
Include each energy source such as electricity, gas, oil, water, etc.
Include both total monthly usage and cost for each. Try to ensure that for fuels it is usage rather than deliveries.

ELECTRICITY (ACUs) ELECTRICITY (IT EQPT) ELECTRICITY (IT RM) ELECTRICITY (BUILDING)
Cost/month Cost/month Cost/month Cost/month
Month kWh/month (XX) kWh/month (XX) kWh/month (XX) kWh/month (XX)
Jan-22
Feb-22
Mar-22
Apr-22
May-22
Jun-22
Jul-22
Aug-22
Sep-22
Oct-22
Nov-22
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23
Jun-23
Jul-23
Aug-23
Sep-23
Oct-23
Nov-23
Dec-23
Jan-24
Feb-24
Mar-24
Apr-24
May-24
Jun-24
Jul-24
Aug-24
Sep-24
Oct-24
Nov-24
Dec-24
Energy Management System Tools

Data

eliveries.

FUEL ELECTRICITY GAS FUEL WATER


Cost/month Budget Budget Budget Budget
m3/month (XX) Month (XX/year) (XX/year) (XX/year) (XX/year)
Jan-22
Feb-22
Mar-22
Apr-22
May-22
Jun-22
Jul-22
Aug-22
Sep-22
Oct-22
Nov-22
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23
Jun-23
Jul-23
Aug-23
Sep-23
Oct-23
Nov-23
Dec-23
Jan-24
Feb-24
Mar-24
Apr-24
May-24
Jun-24
Jul-24
Aug-24
Sep-24
Oct-24
Nov-24
Dec-24
Tools
Energy Management System Tools

Trends Trends
Instructions: Instructions:
In this worksheet data entered in the ER1 Data tab are displayed in the form of trends. Possible trends In this workshe
related to the consumption of electricity are calculated and shown below. related to the
The User is free to modify existing trends for electricity or add new ones, for electricity as well as for The User is fre
other energy sources. other energy s
The User shall read comments, where inserted, for further and more detailed instructions. The User shall

ELECTRICITY
kWh Cost Budget Average Target kWh
Month
(Annualised) (Annualised) (Annualised) unit price 3%
Jan-22 #DIV/0!
Feb-22 #DIV/0!
Mar-22 #DIV/0!
Apr-22 #DIV/0!
May-22 #DIV/0!
Jun-22 #DIV/0!
Jul-22 #DIV/0!
Aug-22 #DIV/0!
Sep-22 #DIV/0!
Oct-22 #DIV/0!
Nov-22 #DIV/0!
Dec-22 - - - #DIV/0!
Jan-23 - - - #DIV/0!
Feb-23 - - - #DIV/0!
Mar-23 - - - #DIV/0!
Apr-23 - - - #DIV/0!
May-23 - - - #DIV/0!
Jun-23 - - - #DIV/0!
Jul-23 - - - #DIV/0!
Aug-23 - - - #DIV/0!
Sep-23 - - - #DIV/0!
Oct-23 - - - #DIV/0!
Nov-23 - - - #DIV/0!
Dec-23 - - - #DIV/0! -
Jan-24 - - - #DIV/0! -
Feb-24 - - - #DIV/0! -
Mar-24 - - - #DIV/0! -
Apr-24 - - - #DIV/0! -
May-24 - - - #DIV/0! -
Jun-24 - - - #DIV/0! -
Jul-24 -
Aug-24 -
Sep-24 -
Oct-24 -
Nov-24 -
Dec-24 -

Electricity: Montly consumption (kWh)


12
10
8
kWh per month

6
4
2
-
22 22 22 22 23 23 23 23 24 24 24 24
an- pr- Jul- ct- an- pr- Jul- ct- an- pr- Jul- ct-
J A O J A O J A O

Electricity: Unit price


12.000
10.000
8.000
6.000
Php

4.000
2.000
0.000
22 22 22 22 23 23 23 23 24 24 24 24
an- pr- Jul- ct- an- pr- Jul- ct- an- pr- Jul- ct-
J A O J A O J A O

Electricity: Annualised consumption, cost and budget


1 1
kWh per year

1 1
Php

- -
kWh p.a. 2 3 3 3 3 3 3 4 4 4 4 4 4
2 2 2 2 2 2 2 2 2 2 2 2 2
Cost p.a. ec- eb- pr- un- ug- ct- ec- eb- pr- un- ug- ct- ec-
D F A J A O D F A J A O D
Budget p.a.

Electricity: Actual consumption VS Target consumption


1
kWh per year

-
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23

Aug-23
Sep-23
Nov-23
Dec-23
Jan-24
Feb-24
Mar-24
Apr-24
May-24

Aug-24
Sep-24
Nov-24
Dec-24
Jun-23
Jul-23

Oct-23

Jun-24
Jul-24

Oct-24
Energy Management System Tools

Trends Trends
Instructions: Instructions:
In this worksheet data entered in the ER1 Data tab are displayed in the form of trends. Possible trends In this workshe
related to the consumption of electricity are calculated and shown below. related to the c
The User is free to modify existing trends for electricity or add new ones, for electricity as well as for The User is free
other energy sources. other energy so
The User shall read comments, where inserted, for further and more detailed instructions. The User shall r

GAS
kWh Cost Budget Average Target kWh
Month
(Annualised) (Annualised) (Annualised) unit price 3%
Jan-10 #DIV/0!
Feb-10 #DIV/0!
Mar-10 #DIV/0!
Apr-10 #DIV/0!
May-10 #DIV/0!
Jun-10 #DIV/0!
Jul-10 #DIV/0!
Aug-10 #DIV/0!
Sep-10 #DIV/0!
Oct-10 #DIV/0!
Nov-10 #DIV/0!
Dec-10 - - - #DIV/0!
Jan-11 - - - #DIV/0!
Feb-11 - - - #DIV/0!
Mar-11 - - - #DIV/0!
Apr-11 - - - #DIV/0!
May-11 - - - #DIV/0!
Jun-11 - - - #DIV/0!
Jul-11 - - - #DIV/0!
Aug-11 - - - #DIV/0!
Sep-11 - - - #DIV/0!
Oct-11 - - - #DIV/0!
Nov-11 - - - #DIV/0!
Dec-11 - - - #DIV/0! -
Jan-12 - - - #DIV/0! -
Feb-12 - - - #DIV/0! -
Mar-12 - - - #DIV/0! -
Apr-12 - - - #DIV/0! -
May-12 - - - #DIV/0! -
Jun-12 - - - #DIV/0! -
Jul-12 -
Aug-12 -
Sep-12 -
Oct-12 -
Nov-12 -
Dec-12 -

Gas: Montly consumption (kWh)


12
10
8
kWh per month

6
4
2
-
Jan-22

Apr-22

Jan-23

Apr-23

Jan-24

Apr-24
Jul-22

Oct-22

Jul-23

Oct-23

Jul-24

Oct-24
Gas: Unit price
12.000
10.000
8.000
6.000
Php

4.000
2.000
0.000
10 10 10 10 11 11 11 11 12 12 12 12
an- pr- Jul- ct- an- pr- Jul- ct- an- pr- Jul- ct-
J A O J A O J A O

Gas: Annualised consumption, cost and budget


1 1
kWh per year

1 1
Php

- -
kWh p.a. 0 1 1 1 1 1 1 2 2 2 2 2 2
1 1 1 1 1 1 1 1 1 1 1 1 1
Cost p.a. ec- eb- pr- un- ug- ct- ec- eb- pr- un- ug- ct- ec-
D F A J A O D F A J A O D
Budget p.a.

Gas: Actual consumption VS Target consumption


1
kWh per year

-
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23

Aug-23
Sep-23
Nov-23
Dec-23
Jan-24
Feb-24
Mar-24
Apr-24
May-24

Aug-24
Sep-24
Nov-24
Dec-24
Jun-23
Jul-23

Oct-23

Jun-24
Jul-24

Oct-24
Energy Management System Tools

Trends Trends
Instructions: Instructions:
In this worksheet data entered in the ER1 Data tab are displayed in the form of trends. Possible trends In this workshe
related to the consumption of electricity are calculated and shown below. related to the c
The User is free to modify existing trends for electricity or add new ones, for electricity as well as for The User is free
other energy sources. other energy so
The User shall read comments, where inserted, for further and more detailed instructions. The User shall r

FUEL
kWh Cost Budget Average Target kWh
Month
(Annualised) (Annualised) (Annualised) unit price 3%
Jan-10 #DIV/0!
Feb-10 #DIV/0!
Mar-10 #DIV/0!
Apr-10 #DIV/0!
May-10 #DIV/0!
Jun-10 #DIV/0!
Jul-10 #DIV/0!
Aug-10 #DIV/0!
Sep-10 #DIV/0!
Oct-10 #DIV/0!
Nov-10 #DIV/0!
Dec-10 - - - #DIV/0!
Jan-11 - - - #DIV/0!
Feb-11 - - - #DIV/0!
Mar-11 - - - #DIV/0!
Apr-11 - - - #DIV/0!
May-11 - - - #DIV/0!
Jun-11 - - - #DIV/0!
Jul-11 - - - #DIV/0!
Aug-11 - - - #DIV/0!
Sep-11 - - - #DIV/0!
Oct-11 - - - #DIV/0!
Nov-11 - - - #DIV/0!
Dec-11 - - - #DIV/0! -
Jan-12 - - - #DIV/0! -
Feb-12 - - - #DIV/0! -
Mar-12 - - - #DIV/0! -
Apr-12 - - - #DIV/0! -
May-12 - - - #DIV/0! -
Jun-12 - - - #DIV/0! -
Jul-12 -
Aug-12 -
Sep-12 -
Oct-12 -
Nov-12 -
Dec-12 -

Fuel: Montly consumption (kWh)


12
10
8
kWh per month

6
4
2
0
22 22 22 22 23 23 23 23 24 24 24 24
an- pr- Jul- ct- an- pr- Jul- ct- an- pr- Jul- ct-
J A O J A O J A O

Fuel: Unit price


12.000
10.000
8.000
6.000
Php

4.000
2.000
0.000
10 10 10 10 11 11 11 11 12 12 12 12
an- pr- Jul- ct- an- pr- Jul- ct- an- pr- Jul- ct-
J A O J A O J A O

Fuel: Annualised consumption, cost and budget


1 1
kWh per year

1 1
Php

- -
kWh p.a. 0 1 1 1 1 1 1 2 2 2 2 2 2
1 1 1 1 1 1 1 1 1 1 1 1 1
Cost p.a. ec- eb- pr- un- ug- ct- ec- eb- pr- un- ug- ct- ec-
D F A J A O D F A J A O D
Budget p.a.

Fuel: Actual consumption VS Target consumption


1
kWh per year

-
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23

Aug-23
Sep-23
Nov-23
Dec-23
Jan-24
Feb-24
Mar-24
Apr-24
May-24

Aug-24
Sep-24
Nov-24
Dec-24
Jun-23
Jul-23

Oct-23

Jun-24
Jul-24

Oct-24
Energy Management System Tools

Trends
Instructions:
In this worksheet data entered in the ER1 Data tab are displayed in the form of trends. Possible trends
related to the consumption of electricity are calculated and shown below.
The User is free to modify existing trends for electricity or add new ones, for electricity as well as for
other energy sources.
The User shall read comments, where inserted, for further and more detailed instructions.

WATER
kWh Cost Budget Average Target kWh
Month
(Annualised) (Annualised) (Annualised) unit price 3%
Jan-10 #DIV/0!
Feb-10 #DIV/0!
Mar-10 #DIV/0!
Apr-10 #DIV/0!
May-10 #DIV/0!
Jun-10 #DIV/0!
Jul-10 #DIV/0!
Aug-10 #DIV/0!
Sep-10 #DIV/0!
Oct-10 #DIV/0!
Nov-10 #DIV/0!
Dec-10 - - - #DIV/0!
Jan-11 - - - #DIV/0!
Feb-11 - - - #DIV/0!
Mar-11 - - - #DIV/0!
Apr-11 - - - #DIV/0!
May-11 - - - #DIV/0!
Jun-11 - - - #DIV/0!
Jul-11 - - - #DIV/0!
Aug-11 - - - #DIV/0!
Sep-11 - - - #DIV/0!
Oct-11 - - - #DIV/0!
Nov-11 - - - #DIV/0!
Dec-11 - - - #DIV/0! -
Jan-12 - - - #DIV/0! -
Feb-12 - - - #DIV/0! -
Mar-12 - - - #DIV/0! -
Apr-12 - - - #DIV/0! -
May-12 - - - #DIV/0! -
Jun-12 - - - #DIV/0! -
Jul-12 -
Aug-12 -
Sep-12 -
Oct-12 -
Nov-12 -
Dec-12 -

Water: Montly consumption (m3)


12
10
8
m3 per month

6
4
2
0
Jan-22

Apr-22

Jan-23

Apr-23

Jan-24

Apr-24
Jul-22

Oct-22

Jul-23

Oct-23

Jul-24

Oct-24
Water: Unit price
12.000
10.000
8.000
6.000
Php

4.000
2.000
0.000
10 10 10 10 11 11 11 11 12 12 12 12
an- pr- Jul- ct- an- pr- Jul- ct- an- pr- Jul- ct-
J A O J A O J A O

Water: Annualised consumption, cost and budget


1 1
m3 per year

1 1
Php

- -
m3 p.a. 0 1 1 1 1 1 1 2 2 2 2 2 2
Cost p.a. c-1 b-1 r-1 n-1 g-1 ct-1 c-1 b-1 r-1 n-1 g-1 ct-1 c-1
De Fe Ap Ju Au O De Fe Ap Ju Au O De
Budget p.a.

Water: Actual consumption VS Target consumption


1
m3 per year

-
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23

Aug-23
Sep-23
Nov-23
Dec-23
Jan-24
Feb-24
Mar-24
Apr-24
May-24

Aug-24
Sep-24
Nov-24
Dec-24
Jun-23
Jul-23

Oct-23

Jun-24
Jul-24

Oct-24
Energy Management System Tools

Significant Energy Uses (SEU) List Significant


Instructions:
This worksheet is a summary of all the items which make up the organsations significant energy uses
(SEUs). It includes prompts for drivers, people, EnPIs, etc. It should ideally account for at least 80% of
the energy consumption of each energy source included in the scope of the EnMS.
It should include any items that offer significant opportunity to reduce energy consumption or improve
performance. The User may want to use a pie chart, Sankey Diagram or other graphic/visual aid to
represent the SEU. An example of pie chart for the Electricity SEUs is provided below.

Electricity
Is the SEU Who
What are metered? % of influences Targets
ID Name of SEU the main Auto/ kWh p.a. Overall the energy Objectives kWh EnPI
drivers? Manual Usage use?

Weather Reduce
1 Building and No 4,000 20% Facility consumption by
Cooling occupancy operator 5% in 2012
Reduce
2 Process Production Auto 6,000 30% Production consumption by
Cooling supervisor 10% in 2012
Reduce
3 Compressed Leaks and Manual 5,000 25% Facility consumption by
air waste operator 20% in 2012
Reduce
4 Lighting Daylight No 3,000 15% Everyone consumption by
10% in 2012

Total SEU 18000 90%


Total non SEU 2000 10%
Total consumption 20,000 100%
Note: This total should be the same as the annual data from tab ER1

10% Total non SEU


Total SEU Building Cooling
3,000 4,000

Process Cooling

Compressed air
90%
5,000 Lighting

6,000
Energy Management System Tools

Significant Energy Uses (SEU) List


Instructions:
This worksheet is a summary of all the items which make up the organsations significant energy uses
(SEUs). It includes prompts for drivers, people, EnPIs, etc. It should ideally account for at least 80% of
the energy consumption of each energy source included in the scope of the EnMS.
It should include any items that offer significant opportunity to reduce energy consumption or improve
performance. The User may want to use a pie chart, Sankey Diagram or other graphic/visual aid to
represent the SEU. An example of pie chart for the Electricity SEUs is provided below.

FUEL
Is the SEU Who
What are metered? % of influences Targets
ID Name of SEU the main Auto/ kWh p.a. Overall the energy Objectives kWh EnPI
drivers? Manual Usage use?

1 Significant 1,000 5%
Energy Use 1

2 SEU 2 2,000 10%

3 SEU 3 4,000 20%

4 SEU 4 8,000 40%

Total SEU 15000 75%


Total non SEU 5000 25%
Total consumption 20,000 100%
Note: This total should be the same as the annual data from tab ER1

Total non SEU


25% Total SEU 1,000 Significant Energy Use
2,000 1

SEU 2

8,000 SEU 3
75%
SEU 4
4,000
10% Total non SEU
Total SEU Building Cooling
3,000 4,000

Process Cooling

Compressed air
90%
5,000 Lighting

6,000
Total non SEU
25% Total SEU 1,000 Significant Energy Use
2,000 1

SEU 2

8,000 SEU 3
75%
SEU 4
4,000
Energy Management System Tools

SEU - Motors (Energy Balance)

Instructions:
This worksheet is a list of all motors in the plant.
If in your plant there is a very high number of motors consider only including those above a certain cut
off size.

Ave VSD
Actual
Name Hours speed % name Annual Power When can this be Opportunities for
ID Purpose Power Note % of total How were estimates made? SEU
plate (kW) per year (100% if plate load (kWh) switched off? improvement
(kW)
fixed)
Hours run meter reading, estimate of
1 Cooling Water Pump #1 20 4200 0.5 0.9 9 37,800 shares load with #2 3.8% speed, estimate of nameplate % insert ref nos from opp list Cooling water
Hours run meter reading, estimate of
2 Cooling Water Pump #2 20 4200 1 0.9 18 75,600 7.6% speed, estimate of nameplate % Cooling water
Hours run meter reading, estimate of
3 Hydraulic pack drive 100 250 1 0.9 90 22,500 used intermittently 2.3% speed, estimate of nameplate % Production
review of operator logs, estimate of
4 Seal cooler pump 1 8400 1 0.9 0.9 7,560 almost always 0.8% speed, estimate of nameplate % Production
review of BEMS data, other items
5 AHU 1 Fan 10 8400 0.8 0.9 7.2 60,480 night and weekend 6.0% estimated HVAC
6 1 0.9 0 - 0.0%
7 1 0.9 0 - 0.0%
8 1 0.9 0 - 0.0%
9 1 0.9 0 - 0.0%

Total 203,940 20.4%

Total electricity consumption 1,000,000 kWh per year

Put your total


electricity
consumption here
Energy Management System Tools

SEU - Heat Users

Instructions:
This worksheet is a list of heat using processes. Design (kW) means the heat load from the orginal design
documentation or nameplate.

Actual Annual
Design Hours % of When can this be How was this Opportunities for
ID Purpose Power Energy % of total Notes
(kW) per year design switched off? estimated? improvement
(kW) (kWh)

position of
Analyse when if can be control valve and
1 Process 1 100 4000 0.5 50.00 200,000 25% switched off design data
position of
Analyse when if can be control valve and
2 Process 2 80 2000 0.7 56.00 112,000 14% switched off design data
3 Building 1 heating 120 2080 0.6 72.00 149,760 19%
4 Building 2 heating 50 2080 0.6 30.00 62,400 8%
5 - - 0%
6 - - 0%
7 - - 0%
- - 0%
- - 0%
- - 0%
- - 0%

Total of users 524,160 66%


Total fuel used kWh per year (from bills) 1,000,000
Generation efficiency 80%
Total heat used kWh per year 800,000
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools

SEU - Lighting

Instructions:
This worksheet is a list of light fittings.
The User shall categorise all areas in the plant, e.g. offices, storage, passageways, production A, production B, workshop, etc.
The User shall also establish required lighting levels (lux) for each category taking account safety, health, productivity, quality, etc.

Number of
Type of Number of Lamp Hour per kWh per How is the light Opportunities for
ID Area Category Lamps/
Fitting fittings rating (W) Year Year controlled? improvement
fittings
awareness, natural light,
1 General Office Office T8 16 60 4 1000 3840 On/Off switch
task lighting
High Bay
2 Warehouse 2 Storage 0
induction
3 Entrance hall Corridor 0
4 0
5 0
0
0
0
0
0
Are there different lux
Is there natural light Required Actual
levels required in the
available? Lux Levels Lux levels
area?
Yes, some passageways,
Yes, to the south end 400 800
some desks
Energy Management System Tools

SEU - Lighting

Instructions:
This worksheet is a list of light fittings.
The User shall categorise all areas in the plant, e.g. offices, storage, passageways, production A, production B, workshop, etc.
The User shall also establish required lighting levels (lux) for each category taking account safety, health, productivity, quality, etc.

Type of Number of Lamp Number of Lamps/ Hour per kWh per How is the light
ID Area Category
Fitting fittings rating (W) fittings Year Year controlled?

1 General Office Office T8 16 60 4 1000 3840 On/Off switch

High Bay
2 Warehouse 2 Storage 0
induction
3 Entrance hall Corridor 0
4 0
5 0
0
0
0
0
0
Tools

Are there different lux


Opportunities for Is there natural light Required Actual
levels required in the
improvement available? Lux Levels Lux levels
area?
awareness, natural light, Yes, some passageways,
Yes, to the south end 400 800
task lighting some desks
Energy Management System Tools

Drivers for: (SEU?)


Instructions:
This worksheet is to help with quantifying the effects of the drivers. Driver data may be production, weather and other v
expected to cause the energy consumption to vary. Determination of driver/s is per SEU.

Energy
Annualized
Date Fuel Production (MT) Annualized Fuel Intensity Index
Goods
(EII)
Jan-12 493,620 14,274.14
Feb-12 560,300 16,607.32
Mar-12 578,700 17,310.58
Apr-12 488,800 14,194.69
May-12 554,300 16,489.42
Jun-12 539,900 15,346.45
Jul-12 304,500 8,620.45
Aug-12 358,800 10,385.49
Sep-12 646,300 16,923.46
Oct-12 517,000 15,798.06
Nov-12 561,700 17,092.75
Dec-12 392,800 11,552.70 5,996,720 174,595.52 34.00
Jan-13 493,300 14,865.41 5,996,400 175,186.78 33.18
Feb-13 520,500 16,218.61 5,956,600 174,798.07 32.09
Mar-13 580,400 17,774.51 5,958,300 175,262.00 32.65
Apr-13 546,700 16,391.19 6,016,200 177,458.49 33.35
May-13 571,600 17,306.36 6,033,500 178,275.44 33.03
Jun-13 422,700 12,880.62 5,916,300 175,809.60 32.82
Jul-13 590,646 17,934.12 6,202,446 185,123.27 32.93
Aug-13 662,318 20,153.56 6,505,964 194,891.34 32.86
Sep-13 499,130 14,712.75 6,358,794 192,680.63 33.92
Oct-13 692,900 21,129.07 6,534,694 198,011.63 32.79
Nov-13 585,000 17,246.76 6,557,994 198,165.65 33.92
Dec-13 386,200 11,360.10 6,551,394 197,973.05 34.00
Jan-14 #DIV/0!
Feb-14 #DIV/0!
Mar-14 #DIV/0!
Apr-14 #DIV/0!
May-14 #DIV/0!
Jun-14 #DIV/0!
Jul-14 #DIV/0!
Aug-14 #DIV/0!
Sep-14 #DIV/0!
Oct-14 #DIV/0!
Nov-14 #DIV/0!
Dec-14 -
Monthly energy consumption VS Driver
800,000
700,000
600,000
500,000
400,000
300,000
200,000
100,000
0
Sep-11

Dec-11

Apr-12

Jan-13

May-13

Aug-13

Nov-13
Jul-12

Oct-12
Fuel
Production (MT)

Monthly energy consumption VS Driver. Regression analysis


700,000
600,000
f(x) = 33.6051954290987 x + 10783.6326586018
500,000 R² = 0.943053424196052
400,000
Fuel

300,000
200,000
100,000
0
8,000.00 9,000.00 10,000.00 11,000.00 12,000.00 13,000.00 14,000.00 15,000.00 16,000.00 1
Production

2,012.00 2013
Slope 33.61 31.80
Baseload (intercept) 10783.63 21367.02
R2 0.94 0.99
tem Tools

may be production, weather and other variable which is


er SEU.

Expected Difference
CUSUM
demand (excess)

399,014 6,214 6,214


510,339 17,039 23,253
555,813 35,313 58,566
608,099 27,699 86,266
561,613 14,913 101,178
592,367 20,767 121,945
443,639 20,939 142,885
613,463 22,817 165,702
688,048 25,730 191,432
505,209 6,079 197,511
720,830 27,930 225,441
590,364 5,364 230,805
392,542 6,342 237,147
21,367 21,367 258,514
21,367 21,367 279,881
21,367 21,367 301,248
21,367 21,367 322,615
21,367 21,367 343,982
21,367 21,367 365,349
21,367 21,367 386,716
21,367 21,367 408,083
21,367 21,367 429,450
21,367 21,367 450,817
21,367 21,367 472,184
25,000.00

20,000.00

15,000.00

10,000.00

5,000.00

-
Jan-13

May-13

Aug-13

Nov-13

Mar-14

14,000.00 15,000.00 16,000.00 17,000.00 18,000.00

2014
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools

Energy Performance Indicators (EnPIs)

Instructions:
This workshet includes both baselines and drivers. In the Energy Intensity Index chart the baseline is the
horizontal line through 1.0. In the second chart the baseline is 0.0 (green line) and in the CUSUM the
baseline is also 0.0 (also green line). If the baseline is adjusted to become a target this needs to be taken
into account, e.g. the coefficients for the regression formula will be reduced by amounts corresponding
with the targeted improvement in performance.

Energy Intensity Index


1.6
1.4
1.2
1
EII

0.8
0.6
0.4
40179

40210

40238

40269

40299

40330

40360

40391

40422

40452

40483

Difference between actual and expected 40513

50000
0
-50000
-100000
Euro

-150000
-200000
40179

40210

40238

40269

40299

40330

40360

40391

40422

40452

40483

40513

CUSUM

0
-50000
-100000
-150000
-200000
-250000
Euro

-300000
-350000
-400000
-450000
40179

40210

40238

40269

40299

40330

40360

40391

40422

40452

40483

40513
0
-50000
-100000
-150000
-200000
Pratical Guide for
-250000

Euro
-300000
Implementing an
-350000 Energy Management System
-400000
-450000

40179

40210

40238

40269

40299

40330

40360

40391

40422

40452

40483

40513
Energy Management System Tools

Measurement Plan

Instructions:
This worksheet covers all information contained in worksheets ER1~ER8.

Key Characteristic: Energy sources, Current energy use and consumption (ER1 & ER2)

Energy Source/ Energy


How will it be How often will it be How will the data be What is the metering
Use/ Energy Department
monitored/ measured? monitored/ measured? analyzed? plan?
Consumption

Electricity Engineering Sub-meters Monthly Trends and annualization Per building/area

Key Characteristic: Significant energy uses (ER3)

How will it be How often will it be How will the data be What is the metering
SEU Department
monitored/ measured? monitored/ measured? analyzed? plan?
Production/
Production Sub-meter Yearly Pareto analysis Per building/area
Engineering

Finishing mill Production Energy Balance Yearly Pareto analysis None

Key Characteristic: Variables affecting significant energy use and consumption (ER4)

How will it be How often will it be How will the data be What is the metering
SEU Variable Department
monitored/ measured? monitored/ measured? analyzed? plan?

Key Characteristic: Future energy use and consumption of the SEUs (ER5)
Future Energy How will it be How often will it be How will the data be What is the metering
Department
Use/Consumption monitored/ measured? monitored/ measured? analyzed? plan?

Key Characteristic: Energy Baselines and Energy Performance Indicators (ER5)

How will it be How often will it be How will the data be What is the metering
EnPIs Department
monitored/ measured? monitored/ measured? analyzed? plan?
Key Characteristic: Action plan completion and effectiveness in achieving objectives and targets (ER8)

Action Plan/ How will it be How often will it be How will the data be What is the metering
Department
Objectives and Targets monitored/ measured? monitored/ measured? analyzed? plan?

Key Characteristic: Prioritized energy improvement opportunities (ER8)

Energy Improvement How will it be How often will it be How will the data be What is the metering
Department
Opportunity monitored/ measured? monitored/ measured? analyzed? plan?
Key Characteristic: Actual vs. expected energy consumption (ER5)

Actual vs. Expected How will it be How often will it be How will the data be What is the metering
Department
Energy Consumption monitored/ measured? monitored/ measured? analyzed? plan?
What calibration is
required?

External

What calibration is
required?
External

None

What calibration is
required?
What calibration is
required?

What calibration is
required?
What calibration is
required?

What calibration is
required?
What calibration is
required?
Energy Management System Tools

Measurement Plan

Instructions:
This worksheet covers all information contained in worksheets ER1~ER8.

Key Characteristic: Kwh consumption

What is the
How will it be How often will it be How will the data be
SEU Department measurement/monitor
monitored/ measured? monitored/ measured? analyzed?
ing tool?

Summation of Kwh
Continuous during
Roughing Mill Production Daily for 1 week (wk1) consumption vis-à-vis Power analyzer
production
downtimes
Summation of Kwh
Continuous during
Finishing Mill Production Daily for 1 week (wk2) consumption vis-à-vis Power analyzer
production
downtimes
Summation of Kwh
Continuous during
Intermidiate Mil Production Daily for 1 week (wk3) consumption vis-à-vis Power analyzer
production
downtimes
Summation of Kwh
Continuous during
Shearing group Production Daily for 1 week (wk4) consumption vis-à-vis Power analyzer
production
downtimes
Summation of Kwh
Continuous during
TTL Production Daily for 1 week (wk5) consumption vis-à-vis Power analyzer
production
downtimes
Key Characteristic: Production downtimes

What is the
How will it be How often will it be How will the data be
SEU Variable/driver Department measurement/monitor
monitored/ measured? monitored/ measured? analyzed?
ing tool?

Logging of downtime
Individual as it occurs Summation of downtimes
Downtime Production from start to end in Logsheet
for wk1 to wk5 for each week
minutes

Key Characteristic: Future energy use and consumption of the SEUs (ER5)

Future Energy How will it be How often will it be How will the data be What is the metering
Department
Use/Consumption monitored/ measured? monitored/ measured? analyzed? plan?
Key Characteristic: Energy Baselines and Energy Performance Indicators (ER5)

How will it be How often will it be How will the data be What is the metering
EnPIs Department
monitored/ measured? monitored/ measured? analyzed? plan?

Key Characteristic: Action plan completion and effectiveness in achieving objectives and targets (ER8)

Action Plan/ How will it be How often will it be How will the data be What is the metering
Department
Objectives and Targets monitored/ measured? monitored/ measured? analyzed? plan?
Key Characteristic: Prioritized energy improvement opportunities (ER8)

Energy Improvement How will it be How often will it be How will the data be What is the metering
Department
Opportunity monitored/ measured? monitored/ measured? analyzed? plan?

Key Characteristic: Actual vs. expected energy consumption (ER5)

Actual vs. Expected How will it be How often will it be How will the data be What is the metering
Department
Energy Consumption monitored/ measured? monitored/ measured? analyzed? plan?
What calibration is
Who is responsible?
required?

External Energy auditor

External Energy auditor

External Energy auditor

External Energy auditor

External Energy auditor


What calibration is
Who is responsible?
required?

None Production personnel

What calibration is
required?
What calibration is
required?

What calibration is
required?
What calibration is
required?

What calibration is
required?
Energy Management System Tools
Critical Operating Parameters
Instructions:
This worksheet shall list the critical operating parameters for each SEU.
The worksheet provides a non-exaustive list of critical operating parameters for some typical significant energy uses. Please not that the numerical values provided are typical va
which may and will vary depending on User' s plant, equipment, etc.
The User shall review and/or add critical operating parameters for those equipments, systems, processe, etc. that constitue its SEUs.

NOTE: It is likely that the User may need the assistance of external experts, equipment vendors and technology suppliers to fully and correctly populate this worksheet.

Operation Control
Normal Measuring Calibration/ Who needs to Who needs to
Eng Upper Lower (How to keep the
SEU (inc use) Parameter set point Instrument Verification be informed of be informed of
Units Limit Limit values w/in the
or value Designation Frequency these values? deviations?
limits?)

Steam system Boiler Pressure bar 9.5 10 9 Guidelines PT123 12 months operators supervisor

Steam system Exhaust Oxygen % O2 3 3.5 2 Guidelines Portable 123 6 months operators supervisor

Condenser
Refrigeration approach DegC 5 6 N.A. Guidelines T12 12 months operators supervisor
temperature
Evaporator
Refrigeration approach DegC 5 6 N.A. Guidelines T12 12 months operators supervisor
temperature
Compressor
Compressed Air bar 6 6.4 6 Guidelines PT124 12 months operators supervisor
discharge pressure

Compressor vs
Compressed Air system pressure bar 0.5 0.7 N.A. Guidelines PT127 12 months operators supervisor
difference
alues provided are typical values, but

late this worksheet.

Note

See Annex ER6-A Operational


Control Checklist

See Annex ER6-A Operational


Control Checklist

See Annex ER6-A Operational


Control Checklist

See Annex ER6-A Operational


Control Checklist
See Annex ER6-A Operational
Control Checklist

See Annex ER6-A Operational


Control Checklist
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


Maintenance Criteria

Instructions:
This worksheet lists the maintenance activities for SEUs.
This worksheet will not be required if the organisation has a maintenance management system which
includes these details.

Who needs to be
SEU (inc use) Task Frequency Note
informed?
Steam system Statutory inspection 12 monthly
Steam system Combustion testing 6 monthly
Steam system Chemical treatment testing weekly
Compressed air filter replacement 6 monthly
Energy Management System Tools
Critical Operating Parameters
Instructions:
Use this worksheet to define operating criteria specifications for an equipment related significant energy use. Use a separate worksheet for each equipment related significant e

Significant Energy Use and


Operating Criteria Defined Operational Set Point Maintenance Criteria
Associated Equipment

Dwell (Cycle) time Lubrication

Temperature set-point Tune-up

Pressure set-point Oil & filter change

Differential pressure Clean or flush

Humidity set-point Air filter change

Liquid level Adjust/tighten

Solution concentration Recharge


Other: ________________ Other: ______________
ate worksheet for each equipment related significant energy use.

Who needs to be informed of


Required Maintenance
operational and maintenance
interval
criteria?
Energy Management System Tools
Technical Audits
Instructions:
This worksheet is a list of audits that have occurred. The recommendations of the audits should be
included in the opportunities list.

Date Auditor Audit Scope Recommendations

Selected items should be added to Opportunity


3/1/2010 NRG Inc Compressed Air system
List
Energy Management System Tools
Opportunities List
Instructions:
This worksheet is a list of all known opportunities to improve energy performance, including those that may be rejected.
This worksheet can be also the Action Plan of the organisation. Action plan items are those for which the "Status" column shows 'in progress' and that have been assigned to someone. Using the "Status" column together with the “Target Completion Date”
column you can build an action plan for the coming period.
There are many columns in this worksheet, which may and may not be used.

Potential Quantified Savings Target Actual savings achieved Actual


Description of Investment Capital Person
ID Service payback kWh kWh Completion Status Notes, Barriers, Risks Method of quantifying savings kWh kWh Completion
Opportunity Class Cost C02 Financial Responsible C02 Financial
(years) elec fuel Date elec fuel Date

Power has a cubic relationship


need service company to with speed. Estimate average
1 Fit VFD to boiler fan Steam Low 5000 1.43 3500 JB 4/1/2020 Approved 4/1/2011
commission speed reduction and runs
hours

Estimate lighting load before


Replace lights in and after and multiply by
2 Lighting Med 3000 2.00 1500 KL 5/1/2020 Idea waiting approval 5/1/2011
warehouse estimated running hours per
year

Audit operation in advance and


Train operators in estimate savings from
3 Mgmt Low 1000 0.10 10000 JB 12/1/2020 in progress 12/1/2011
refrigeration efficiency improvements in operation
control
Reduce chiller condensing 3% saving per degree C
4 Refrig No 0 - 4500 JB 2/1/2020 idea are there any risks 2/1/2011
pressure reduction
Train cleaners in energy Assume 3% saving in relevant
5 Mgmt Low 300 0.30 1000 JB 3/1/2020 idea prepare material 3/1/2011
vigilance areas of the plant
6 #DIV/0!
7 #DIV/0!
8 #DIV/0!
9 #DIV/0!
10 #DIV/0!

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