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Pratical Guide for

Implementing an Energy Management System

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 29 worksheets/tabs, including this one. Worksheets are 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
Pratical Guide for
Implementing an Energy Management System

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.

Cells in green are designed to have user input.

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.
Pratical Guide for
Implementing an Energy Management System

ER1 Data
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
This worksheet is to help with quantifying the effects of the drivers.

ER5 EnPIs
This workshet includes both baselines and drivers.

ER5 Measurement Plan


This worksheet includes both meters to monitor EnPIs and other measuring instruments to monitor
critical operating parameters.
Pratical Guide for
Implementing an Energy Management System

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.

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


Pratical Guide for
Implementing an Energy Management System

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

Documents
This worksheet is a list of all documents associated with the organsaitions energy management system.

Op Cont = Operational Control


This worksheet is a list of common sources of energy waste for typical SEUs. The user can add to the list
his/her own as appropriate. These items should be monitored regularly, perhaps by using this list as the
basis for a check list.

Procurement
This worksheet is a list of relevant procurement specifications related to each SEU.

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.

Non-conformities
This worksheet is for tracknig non-conformities and significant deviations and ensuring that they are
closed out.

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.

Internal Audits
Pratical Guide for
Implementing an Energy Management System

This worksheet is the internal audit plan.

Info-Finance
This worksheet is a simple non-comprehensive tool to help compare financial options
Pratical Guide for
Implementing an Energy Management
System

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 opportunities before stating
achieved by simple low cost measures Accept potential 1 to invest in capital projects?
without necessitating financial
investment?

When a compromise is
needed to reduce energy
Is the top management committed to consumption, what normally
Management
energy cost reduction and is there an 2 takes the priority?
commitment
approved energy policy in place?

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


Have roles, responsibility and more important things to do"
authority been identified for all common excuses?
persons having an influence on Roles and 2
significant energy use and is this responsibilities
documented?
Do you know where at least
Have the significant energy uses been 80% of your energy is used?
SEUs 3
quantified and documented?

Are you able to estimate


Has a baseline of energy performance energy use based on
been established against which Baseline 2 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 2 exceeds expected?
progress against your baseline?

Have the organisations energy Objectives and Are they quantified and
objectives and targets been identified 3 monitored regularly for
targets success?
and documented?
Are they approved and
Have energy action plans been resourced adaquately and
Action Plan 2 will they result in targets
established?
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
Internal audit 1 mangement system (non-
improvements made based on the
results of the evaluation. technical ideas)?
Pratical Guide for
Implementing an Energy Management
System

Accept potential

Internal audit 5 Management commitment

Action Plan Roles and responsibilities


0

Objectives and targets SEUs

EnPIs Baseline
Pratical Guide for
Implementing an Energy Management System

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

Maintennac

(temporary)
Energy Mgt

Purchasing
e Engineer

ntal Officer
Production
Supervisor

Environme
production

HR Officer

consultant
Acountant
Managing

Engineer
Manager

External
Director

Energy

officer
Rep
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 Participate Inform
the EnMS Boundaries: what parts of the organisation are included Review annually Scope worksheet Energy Team
Ensure that relevant personnel understand their roles,
Manage roles and
responsibility and authority and are resourced and All affected staff and Inform Lead Participate Participate Participate
responsibilities
supported in their roles in the EnMS implementation Continuously This worksheet contractors

Develop and periodically review the energy policy


Develop the energy policy Review annually prior Inform Lead Participate
document
to management review Policy worksheet As appropriate
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
Consider energy performance in Ensure that energy performance is considered in long Energy Team, project
long term planning term and strategic planning As required Energy Strategy management team
Based on available opportunities but aligned with relevant Top mangement and energy
Set objectives and targets
commitments Annually team

Planning
Identify and document all legal and other requirements
Legal and other requirements
applicable to the organsiation's use of energy Quarterly Legal worksheet Energy Team
Complete the energy review
Complete all the steps in the energy review process
steps (ER1 to ER8) Annually ER worksheets Energy Team

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


External Communication Records of decision (who, what,
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
equipment and systems Continuously list, 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
Procurement - Energy
and 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

Checking
Monitor and take action related to energy bills, EnPIs and Bills, EnPIs, EnPI worksheet,
Monitor energy metrics
other energy metrics Continuously etc.
Internal Audits Schedule and organise internal audits of the EnMS Internal audit worksheet, records
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
Pratical Guide for
Implementing an Energy Management System

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 LPG in the kitchen
Fuel Oil transport until next year
Water
Natural Gas

Boundaries

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 want to consider including water in the EnMS.
NOTE 2: Do not exclude any energy source if it has the potential to significantly impact the organisations
energy performance.
Pratical Guide for
Implementing an Energy Management System

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.
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools

Data 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 GAS FUEL WATER


Month kWh/month Cost/month kWh/month Cost/month kWh/month Cost/month m3/month Cost/month
(XX) (XX) (XX) (XX)
Jan-10 1,080,392 123,157 27,854 689
Feb-10 976,097 111,966 25,134 621
Mar-10 1,080,828 123,032 31,500 779
Apr-10 966,756 110,441 32,734 809
May-10 975,233 111,418 38,804 959
Jun-10 958,160 108,344 37,424 925
Jul-10 971,582 111,160 39,170 968
Aug-10 1,000,773 114,655 37,860 936
Sep-10 951,127 109,176 34,000 840
Oct-10 968,370 111,012 31,703 784
Nov-10 996,576 116,732 27,118 670
Dec-10 1,129,260 132,019 29,000 717
Jan-11 1,141,047 131,518 36,342 863
Feb-11 1,040,886 124,814 35,832 851
Mar-11 1,076,357 128,187 40,000 950
Apr-11 988,406 134,356 36,700 872
May-11 1,016,962 138,032 48,000 1140
Jun-11 967,156 132,292 43,000 1021
Jul-11 1,032,814 163,867 43,670 1037
Aug-11 1,005,262 160,494 35,052 832
Sep-11 971,424 156,371 37,000 879
Oct-11 979,503 158,338 31,620 751
Nov-11 1,027,791 166,711 33,864 804
Dec-11 1,070,024 173,305 30,036 713
Jan-12 1,127,137 137,986 31,714 753
Feb-12 926,579 114,629 30,089 715
Mar-12 943,679 115,680 32,000 760
Apr-12 888,508 63,107 28,721 682
May-12 894,639 55,449 42,804 1017
Jun-12 900,299 56,640 29,060 690
Jul-12
Aug-12
Sep-12
Oct-12
Pratical Guide for
Implementing an Energy Management System

Nov-12
Dec-12
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools

Data

ELECTRICITY GAS FUEL WATER


Budget Budget Budget Budget
Month (XX/year) (XX/year) (XX/year) (XX/year)
Jan-10
Feb-10
Mar-10
Apr-10
May-10
Jun-10
Jul-10
Aug-10
Sep-10
Oct-10
Nov-10
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
May-11
Jun-11
Jul-11
Aug-11
Sep-11
Oct-11
Nov-11
Dec-11
Jan-12
Feb-12
Mar-12
Apr-12
May-12
Jun-12
Jul-12
Aug-12
Sep-12
Oct-12
Pratical Guide for
Implementing an Energy Management System

Nov-12
Dec-12
Pratical Guide for
Implementing an Energy Management System

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 workshee
related to the consumption of electricity are calculated and shown below. related to the co
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 re

ELECTRICITY
kWh Cost Budget Average Target kWh
Month
(Annualised) (Annualised) (Annualised) unit price 3%
Jan-10 0.114
Feb-10 0.115
Mar-10 0.114
Apr-10 0.114
May-10 0.114
Jun-10 0.113
Jul-10 0.114
Aug-10 0.115
Sep-10 0.115
Oct-10 0.115
Nov-10 0.117
Dec-10 12,055,154 1,383,112 - 0.117
Jan-11 12,115,809 1,391,473 - 0.115
Feb-11 12,180,598 1,404,321 - 0.120
Mar-11 12,176,127 1,409,476 - 0.119
Apr-11 12,197,777 1,433,391 - 0.136
May-11 12,239,506 1,460,005 - 0.136
Jun-11 12,248,502 1,483,953 - 0.137
Jul-11 12,309,734 1,536,660 - 0.159
Aug-11 12,314,223 1,582,499 - 0.160
Sep-11 12,334,520 1,629,694 - 0.161
Oct-11 12,345,653 1,677,020 - 0.162
Nov-11 12,376,868 1,726,999 - 0.162
Dec-11 12,317,632 1,768,285 - 0.162 12,317,632
Jan-12 12,303,722 1,774,753 - 0.122 12,286,838
Feb-12 12,189,415 1,764,568 - 0.124 12,256,044
Mar-12 12,056,737 1,752,061 - 0.123 12,225,250
Apr-12 11,956,839 1,680,812 - 0.071 12,194,456
May-12 11,834,516 1,598,229 - 0.062 12,163,662
Jun-12 11,767,659 1,522,577 - 0.063 12,132,868
Jul-12 12,102,073
Aug-12 12,071,279
Sep-12 12,040,485
Oct-12 12,009,691
Pratical Guide for
Implementing an Energy Management System

Nov-12 11,978,897
Dec-12 11,948,103

Electricity: Montly consumption (kWh)


1,200,000
1,000,000
kWh per month

800,000
600,000
400,000
200,000
-
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12

Electricity: Unit price

0.200

0.150

0.100
Euro

0.050

0.000
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12

Electricity: Annualised consumption, cost and budget


12,600,000 2,000,000
12,400,000
1,500,000
12,200,000
kWh per year

12,000,000 1,000,000
Euro

11,800,000
500,000
11,600,000
11,400,000 -
kWh p.a. Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12
Cost p.a.
Budget p.a.

Electricity: Actual consumption VS Target consumption


12,600,000
12,400,000
12,200,000
kWh per year

12,000,000
11,800,000
11,600,000
11,400,000
Target KWh Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12
Column C
kWh p.a.
12,600,000
12,400,000
12,200,000

kWh per year


Pratical Guide for
12,000,000
Implementing an Energy Management System
11,800,000
11,600,000
11,400,000
Target KWh Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12
Column C
kWh p.a.
Pratical Guide for
Implementing an Energy Management System

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 worksheet
related to the consumption of electricity are calculated and shown below. related to the con
The User is free to modify existing trends for electricity or add new ones, for electricity as well as for The User is free t
other energy sources. other energy sou
The User shall read comments, where inserted, for further and more detailed instructions. The User shall rea

GAS
kWh Cost Budget Average Target kWh
Month
(Annualised) (Annualised) (Annualised) unit price 3%
Jan-10 0.025
Feb-10 0.025
Mar-10 0.025
Apr-10 0.025
May-10 0.025
Jun-10 0.025
Jul-10 0.025
Aug-10 0.025
Sep-10 0.025
Oct-10 0.025
Nov-10 0.025
Dec-10 392,301 9,698 - 0.025
Jan-11 400,789 9,872 - 0.024
Feb-11 411,487 10,102 - 0.024
Mar-11 419,987 10,273 - 0.024
Apr-11 423,953 10,336 - 0.024
May-11 433,149 10,516 - 0.024
Jun-11 438,725 10,613 - 0.024
Jul-11 443,225 10,681 - 0.024
Aug-11 440,417 10,578 - 0.024
Sep-11 443,417 10,616 - 0.024
Oct-11 443,334 10,584 - 0.024
Nov-11 450,080 10,718 - 0.024
Dec-11 451,116 10,714 - 0.024 451,116
Jan-12 446,488 10,604 - 0.024 449,988
Feb-12 440,745 10,468 - 0.024 448,860
Mar-12 432,745 10,278 - 0.024 447,733
Apr-12 424,766 10,088 - 0.024 446,605
May-12 419,570 9,965 - 0.024 445,477
Jun-12 405,630 9,634 - 0.024 444,349
Jul-12 443,221
Aug-12 442,094
Sep-12 440,966
Oct-12 439,838
Pratical Guide for
Implementing an Energy Management System

Nov-12 438,710
Dec-12 437,583

Gas: Montly consumption (kWh)


60,000
50,000
40,000
kWh per month

30,000
20,000
10,000
-
Mar-10
May-10
Jul-10

Jan-11

Jul-11

Mar-12
May-12
Jul-12
Jan-10

Sep-10
Nov-10

Mar-11
May-11

Sep-11
Nov-11
Jan-12

Sep-12
Nov-12
Gas: Unit price

0.025
0.025
0.024
0.024
0.024
Euro

0.024
0.024
0.023
0.023
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12

Gas: Annualised consumption, cost and budget


460,000 12,000
440,000 10,000
8,000
kWh per year

420,000
6,000
Euro

400,000
4,000
380,000 2,000
360,000 -
kWh p.a. Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12
Cost p.a.
Budget p.a.

Gas: Actual consumption VS Target consumption


460,000
440,000
kWh per year

420,000
400,000
380,000
360,000
Target kWh Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12
Column K
kWh p.a.
460,000
440,000

kWh per year


420,000
Pratical Guide for
400,000
Implementing an Energy Management System
380,000
360,000
Target kWh Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12
Column K
kWh p.a.
Pratical Guide for
Implementing an Energy Management System

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 worksheet
related to the consumption of electricity are calculated and shown below. related to the con
The User is free to modify existing trends for electricity or add new ones, for electricity as well as for The User is free t
other energy sources. other energy sou
The User shall read comments, where inserted, for further and more detailed instructions. The User shall rea

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 -
Pratical Guide for
Implementing an Energy Management System

Nov-12 -
Dec-12 -

Fuel: Montly consumption (kWh)


12
10
kWh per month

8
6
4
2
0
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12

Fuel: Unit price

12.000
10.000
8.000
6.000
Euro

4.000
2.000
0.000
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12

Fuel: Annualised consumption, cost and budget


1 1
1 1
kWh per year

1 1
Euro

0 0
0 0
- -
kWh p.a. Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12 m
Cost p.a. C
Budget p.a. B

Fuel: Actual consumption VS Target consumption


1
1
1
kWh per year

0
0
-
Feb-11

Aug-11
Oct-11

Feb-12

Aug-12
Dec-10

Apr-11
Jun-11

Dec-11

Apr-12
Jun-12

Oct-12
Dec-12
kWh per year
-
0
0
1
1
1

Dec-10
Pratical Guide
Implementing

Feb-11
for

Apr-11
Jun-11
Aug-11
Oct-11
Dec-11
Feb-12
Apr-12
Jun-12
Aug-12
Oct-12
an Energy Management System

Dec-12
Pratical Guide for
Implementing an Energy Management System

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 -
Pratical Guide for
Implementing an Energy Management System

Nov-12 -
Dec-12 -

Water: Montly consumption (m3)


12
10
8
m3 per month

6
4
2
0
May-10

Jan-11

May-11
Jan-10
Mar-10

Jul-10
Sep-10
Nov-10

Mar-11

Jul-11
Sep-11
Nov-11
Jan-12
Mar-12
May-12
Jul-12
Sep-12
Nov-12
Water: Unit price

12.000
10.000
8.000
6.000
Euro

4.000
2.000
0.000
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12

Water: Annualised consumption, cost and budget


1 1
1 1
m3 per year

1 1
Euro

0 0
0 0
- -
m3 p.a. Dec-10 May-11 Oct-11 Mar-12 Aug-12
Cost p.a.
Budget p.a.

Water: Actual consumption VS Target consumption


1
1
1
m3 per year

0
0
-
Dec-10

Jun-11

Dec-11

Jun-12

Dec-12
Feb-11
Apr-11

Aug-11
Oct-11

Feb-12
Apr-12

Aug-12
Oct-12
m3 per year
-
0
0
1
1
1

Dec-10
Pratical Guide
Implementing

Feb-11
for

Apr-11
Jun-11
Aug-11
Oct-11
Dec-11
Feb-12
Apr-12
Jun-12
Aug-12
Oct-12
an Energy Management System

Dec-12
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools

Significant Energy Uses (SEU) List Significant En


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

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 ID
drivers? Usage
Manual use?

Weather Reduce
Building Facility
1 and No 4,000 20% consumption by 1
Cooling operator
occupancy 5% in 2012

Reduce
Process Production consumption
2 Production Auto 6,000 30% supervisor 10% in 2012by 2
Cooling

Reduce
3 Compressed Leaks and Facility
Manual 5,000 25% consumption by 3
air waste operator 20% in 2012
Reduce
4 Lighting Daylight No 3,000 15% Everyone consumption by 4
10% in 2012

5 5

Total SEU 18000 90% Total SEU


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

10% Total non SEU To


Total SEU Building Cooling 25% To
3,000 4,000

Process Cooling

Compressed air
90%
75%
5,000 Lighting

6,000
Pratical Guide for
Implementing an Energy Management System

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.

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

Significant 1,000 5%
Energy Use 1

SEU 2 2,000 10%

SEU 3 4,000 20%

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 Significant Energy
2,000 Use 1
1,000
SEU 2

8,000 SEU 3
75%
SEU 4
4,000
10% Total non SEU To
Total SEU Building Cooling 25% To
3,000 4,000

Pratical Guide for Process Cooling


Implementing an Energy Management System
Compressed air
90%
75%
5,000 Lighting

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

Pratical Guide for 1,000


SEU 2
Implementing an Energy Management System
8,000 SEU 3
75%
SEU 4
4,000
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools

SEU - Motors

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 4.5 18,900 shares load with #2 0.0189 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 0.0756 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 0.0225 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 0.00756 speed, estimate of nameplate % Production
review of BEMS data, other items
5 AHU 1 Fan 10 8400 0.8 0.9 5.76 48,384 night and weekend 0.048384 estimated HVAC
6 1 0.9 0 - 0
7 1 0.9 0 - 0
8 1 0.9 0 - 0
9 1 0.9 0 - 0

Total 172,944 17%

Total electricity consumption 1,000,000 kWh per year


Pratical Guide for
Implementing an Energy Management System

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 Lux
available? Lux Levels levels
area?
Yes, some passageways, Yes, to the south end 400 800
some desks
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools

Drivers
Instructions:
This worksheet is to help with quantifying the effects of the drivers. Driver data may be production,
weather and other variable which is expected to cause the energy consumption to vary.

Energy
Expected Difference
Date Driver Energy (kWh) Intensity CUSUM
demand (excess)
Index (EII)

Jan-08 285 831,092


Feb-08 267 875,958
Mar-08 292 735,809
Apr-08 236 450,972
May-08 119 351,244
Jun-08 82 188,689
Jul-08 56 34,984
Aug-08 50 46,967
Sep-08 105 433,268
Oct-08 198 700,476
Nov-08 245 851,995
Dec-08 315 971,613
Jan-09 331 804,673
Feb-09 288 789,939
Mar-09 272 789,939
Apr-09 223 495,983
May-09 166 304,111
Jun-09 12 130,154
Jul-09 22 121,042
Aug-09 15 126,626
Sep-09 87 147,314
Oct-09 127 313,066
Nov-09 248 608,835
Dec-09 353 877,607
Jan-10 390 905,000 958,483 0.94 - 53,483 - 53,483
Feb-10 340 833,586 840,334 0.99 - 6,748 - 60,232
Mar-10 310 745,725 769,445 0.97 - 23,720 - 83,952
Apr-10 217 536,482 549,688 0.98 - 13,206 - 97,158
May-10 163 351,350 422,087 0.83 - 70,737 - 167,895
Jun-10 54 180,000 164,523 1.09 15,477 - 152,418
Jul-10 50 160,000 155,071 1.03 4,929 - 147,489
Aug-10 58 165,000 173,975 0.95 - 8,975 - 156,464
Sep-10 78 215,000 221,234 0.97 - 6,234 - 162,699
Pratical Guide for
Implementing an Energy Management System

Oct-10 166 359,000 429,176 0.84 - 70,176 - 232,875


Nov-10 303 593,176 752,904 0.79 - 159,728 - 392,603
Dec-10

Monthly energy consumption VS Driver


1,200,000 400
350
1,000,000
300
800,000
250
600,000 200
150
400,000
100
200,000
50
- 0
Nov-07

Feb-08

Jun-08

Sep-08

Dec-08

Mar-09

Jul-09

Jan-10
Oct-09
Energy (kWh)
Driver

Monthly energy consumption VS Driver. Regression analysis


1,000,000
900,000
800,000 f(x) = 2362.9771633634x + 36922.1634790811
R = 0.9447742657
700,000
600,000
500,000 Energy
400,000 (kWh)
300,000 Linear
200,000 (Energy
(kWh))
100,000
-
0 50 100 150 200 250 300 350 400

Base Year is in blue starting in cell A14


Slope 2362.97716
Baseload (intercept) 36922.1635
R2 0.94477427
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


1.60
1.40
1.20
1.00
0.80
EII

0.60
0.40
Feb-10

Jul-10

Sep-10

Oct-10

Nov-10

Dec-10
Jan-10

Mar-10

Apr-10

May-10

Jun-10

Aug-10

Difference between actual and expected


50,000

-50,000

-100,000
Euro

-150,000

-200,000
Apr-10

May-10

Jun-10

Jul-10

Sep-10

Nov-10

Dec-10
Jan-10

Feb-10

Mar-10

Aug-10

Oct-10

CUSUM

-
-50,000
-100,000
-150,000
-200,000
-250,000
Euro

-300,000
-350,000
-400,000
-450,000
Apr-10

May-10

Jun-10

Dec-10
Jan-10

Feb-10

Mar-10

Jul-10

Aug-10

Sep-10

Oct-10

Nov-10
-50,000
-100,000
-150,000
-200,000
-250,000
Pratical Guide for
Euro
-300,000
Implementing an Energy Management System
-350,000
-400,000
-450,000

Apr-10

May-10

Jun-10

Jul-10

Sep-10

Nov-10

Dec-10
Jan-10

Feb-10

Mar-10

Aug-10

Oct-10
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools

Measurement Plan

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

Significant Ideal means of Instrumentation Gap from ideal instrumentation for


EnPI Energy Drivers Meter Plan
Energy User measurement currently in place operation and performance monitoring

Compressed air flow Compressed air Electricity meter


Air Compressor v compressor Compressed air electricity meter flow meter cost too high
flow
electricity flow meter

daily reading of
Loaded hours Production
Air Compressor loaded vs hourmeters none n.a.
percentage activity unloaded hours

Building heating heat load vs HDD HDD and heat meter, HDD gas meter, HDD get security
occupancy
and occupancy occupancy and occupancy from web records

Significant Critical operating Ideal means of Instrumentation Gap from ideal instrumentation for
Energy Drivers Meter Plan
Energy User parameters measurement currently in place operation and performance monitoring

Filter differential flowrate and differential differential


Air Compressor none differential pressure gauge
pressure filter cleanliness pressure gauge pressure gauge
Pratical Guide for
Implementing an Energy Management System

Boilers
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
Pratical Guide for
Implementing an Energy Management System

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 values, but 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.

Normal Upper Lower Measuring Calibration Who needs to be Who needs to be


Eng set
SEU (inc use) Parameter point Limit Limit Instrument Frequency informed of informed of Note
Units or value Designation these values? deviations?

Total Dissolved ppm


Steam system 3500 3800 3400 TDS001 3 months operators supervisor
Solids

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

Exhaust
Steam system % O2 3 3.5 2 Portable 123 6 months operators supervisor
Oxygen
Stack
Steam system DegC N.A. 300 N.A. TT124 12 months operators supervisor Varies with firing rate
Temperature
Differential
Pump 28 bar 3 3.3 2.7 P28 24 months Refrigeration supervisor
pressure
Pratical Guide for
Implementing an Energy Management System

Temperature varies with the ambient


Refrigeration DegC 25+/-10 35 15 T12 and T16 12 months operators supervisor
Lift wet bulb temperature

Condenser
Refrigeration approach DegC 5 6 N.A. T12 12 months operators supervisor
temperature

Evaporator
Refrigeration approach DegC 5 6 N.A. T12 12 months operators supervisor
temperature

Compressor
Compressed Air discharge bar 6 6.4 6 PT124 12 months operators supervisor
pressure

Compressor vs
Compressed Air system bar 0.5 0.7 N.A. PT127 12 months operators supervisor
pressure
difference
Pratical Guide for
Implementing an Energy Management System

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


3/1/2010 NRG Inc Compressed Air system Opportunity List
Pratical Guide for
Implementing an Energy Management System

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 Estimated Savings Target Actual savings achieved


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

Power has a cubic relationship


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

Estiamte lighting load before


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

Audit operation in advance and


3 Train operators in estimate savings from
Mgmt Low 1000 0.10 10000 JB 12/1/2011 in progress
refrigeration efficiency improvements in operation
control

4 Reduce chiller condensing Refrig 3% saving per degree C


No 0 - 4500 JB 2/1/2011 idea are there any risks
pressure reduction

5 Train cleaners in energy Assume 3% saving in relevant


Mgmt Low 300 0.30 1000 JB 3/1/2011 idea prepare material
vigilance areas of the plant
6 #DIV/0!
7 #DIV/0!
8 #DIV/0!
9 #DIV/0!
10 #DIV/0!
the Target Completion

Actual
Completion
Date

4/1/2011

5/1/2011

12/1/2011

2/1/2011

3/1/2011
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


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

Employee Energy for Energy


Category Introduction Energy
Name Job Title Department EnPIs SEU 1 SEU 2 SEU 3 for
ID to EnMS Influencers Maint Vigilance

Production Supervisor Influencer Y Y


Utilities Operator Direct Y Y
WWT Operator Direct Y
Maintenance Direct Y
Cleaner Y
Security Y
Safety Officer Y
Manager Influencer Y Y
Energy Engineer Direct Y Y Y Y Y Y Y Y
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


Documents
Instructions:
This worksheet is a list of all documents associated with the organsaitions energy management system.

ID Description Location Revision Revision Date

1 Energy Manual Energy Manager Office 2 10/1/2010


2 Energy Bills Finiance Office N.A. N.A.
3 Boiler Operating Manual Boiler control room N.A. 4/23/2004
4 Planning Spreadsheet S:/energy/records N.A. 12/1/2010
5 Checking Spreadsheet S:/energy/records N.A. N.A.
6 Energy Policy S:/energy/documents 1 12/1/2010
7 Energy Audit reports - hard copies Energy Manager Office N.A. N.A.

8 Energy Audit reports - electronic copies S:/energy/reports N.A. N.A.


9 Training plans Operating Spreadsheet N.A. N.A.
10 SEU Operator logs relevant control room N.A. N.A.
11 Management review minutes S:/energy/records N.A. N.A.
12 Minutes of energy team meetings S:/energy/records N.A. N.A.
13 Maintenance records Maintenance management system
14 SEU Process diagrams
15 SEU operating procedures
16 SEU maintenance procedures
17
18
19
20
21
22
23
24
25
26
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


Operational control
Instructions:
This worksheet is a list of common sources of energy waste for typical SEUs.
The User can add to the list his/her own as appropriate.
These items should be monitored regularly, perhaps by using this list as the basis for a check list.

ID SEU Check Method Expectations Corrective Action


1 Steam Uninsulated pipes, Infra red It should be possible Repair, replace,
valves, fittings, thermometer, to keep ypur hand upgrade insulation
boiler fittings thermal imaging on all insulated
camera, surface surfaces without
temperature probe, pain
your hand (don't
touch hot surfaces!)

2 Steam Condensate return Compare make up Dependent on the Check condensate


rate water flow rate with process conditions. If return units, flash
steam rate. Steam steam is not lost to steam (are there
rate can be the process e.g. by visible steam
estmamted from fuel sparging, plumes), repair
flow rate if a steam humifdification ,etc. traps, are there
meter is not then over 80% condensate or steam
available condensate return is leaks, open
achievable drains, ???

3 Steam Steam leaks Usually very visible There should be Repair, check gaskets
and noisy none and seal materials
for suitability, warm
steam lines slowly

4 Steam Excessive boiler check total dissolved They should be close


blowdown solids to the maximum
allowed for the
boiler type and
operating conditions
Pratical Guide for
Implementing an Energy Management System

5 Steam Excess oxygen in Test exhaust gases It should be close to Tune the boiler. It
combustion for O2 content the manufactures may be beneficial to
guide values. tune to close to
normal operating
output rather than
maxumin outout.

6 Steam
7 Steam
8 Steam
9 Steam
10 Steam
11 Compressed Audible leaks Listen, especially All audible leaks Repair ASAP
Air during times of low should be repaired,
noise from other
sources

12 Compressed Excessive pressure The compressor Replace filters,


Air drops discharge pressure replace poorly
should be as close a designed pipe
spossilbe to the end fittings,
user pressure

13 Compressed Excess air Challenge required The compressor


Air compressor pressure, is there a discharge pressure
pressure small user drivinig should be as close a
the total system spossilbe to the end
prerssure upwards user pressure

14 Compressed Warm air entering


Air the compressor(s)

15 Compressed
Air
16 Compressed
Air
17 Compressed
Air
18 Compressed
Air
19 Compressed
Air
20 Compressed
Air
Pratical Guide for
Implementing an Energy Management System

21 Refrigeration Chiller delivery Compare with greater than or Increase setpoint,


temperature too recorded equal to the upper check other issues
low temperature range limit

22 Refrigeration Condensing Compare with less than or equal to Reduce setpoint,


temperature too recorded the lower limit check condenser
high temperature range allowing for ambient condition, etc.
temperature
conditions

23 Refrigeration Excess parasitic Compare parasitic not exceeding reduce parasitic


loads including loads with optimum normal for current loads
pumping and fans conditions and loads

24 Refrigeration poor part load Monitor COP under not exceeding identify and rectify
efficiency current conditions normal for current
conditions and loads

25 Refrigeration
26 Refrigeration
27 Refrigeration
28 Refrigeration
29 Refrigeration
30 Refrigeration
31 Pumping Throttled pump Check positions of Throttled valves Reduce pump speed,
discharge valves valves waste energy, can variable speed drive,
they be opened pulley ratios, trim
impellor

32 Pumping Excess pumping compare actual they should be eliminate pressure


pressure pump discharge similar drops including
pressure with throtted valves, etc
required system
pressure

33 Pumping Excess pressure pump pressure small pressure drops, eliminate pressure
drops higher than system compare with design drops including
pressure at users throtted valves, etc

34 Pumping
35 Pumping
Pratical Guide for
Implementing an Energy Management System

36 Fans Throttled air Check positions of Throttled dampers Reduce fan speed,
handling unit outlet dampers waste energy, can variable speed drive,
dampers they be opened pulley ratios, trim
impellor or smaller
impellor

37 Fans Excessive pressure Fan pressure higher small pressure drops, eliminate pressure
drops than system compare with design drops including
pressure at users throtted dampers,
etc

38 Fans
39 Fans
40 Fans
41 Lighting External lights on Check ambient light Lights not on during Switch them off!
when not required levels the day or when
area unoccupied

42 Lighting Internal lights on Check ambient light Lights not on when Switch them off!
when not required levels, occupancy daylight available or
and light levels when area
unoccupied

43 Lighting Excess light levels Compare lux levels Actual to be slightly Remove lamps or
for the purpose of with required lux higher than required fittings or starters or
the space levels disconnect or
change switching
arrangement

44 Lighting
45 Lighting
46 HVAC Simultaneous Check valve no simultaneous
heating and cooling positions, consider heating and cooling
ambient conditions

47 HVAC Excess heating or check room should be as high as change setpoints,


cooling temperatures against possible during calibrations, leaking
required cooling times and as valves, etc.
low as possible
during heating times

48 HVAC
49 HVAC
50 HVAC
WARNING:
All the checks on this list are intended as an aid to trained personnel.
If you do not fully understand the potential consequences of any of the items then check with
a competent person before implementing any of the ideas.
There are safety and reliability issues associated with incorrect understanding of many of these
items.
UNIDO and the authors accept no responsibility for misinterpretation of these ideas.
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


Procurement
Instructions:
This worksheet is a list of relevant procurement specifications related to each SEU.

Equipment Procurement Services procurement


SEU Next Review Responsible
Specifications Specifications
Steam
Refrigeration
Lighting
Pumping
Motors
Computers
Printers
Pratical Guide for
Implementing an Energy Management System

Energy Management S
Design
Instructions:
The purpose of this worksheet is to document design reviews of projects.
It applies to all projects from very small to very large.
Consider challening the energy service or use first, then distribution, then control and finally generation.

Impact on
plant energy Ideas from energy
Project Name Project ID Project objective Idea ID
design review
use
Install new air 12/1234 Improve efficiency of This project will Reduce use of 12/1234/01
compressor compressor plant by adding a reduce both gas compressed air first
new variable speed and electricity by repairing leaks
compressor with integrated use. and elimnating
dryer and heat recovery to waste
boiler feed water
Energy Management System Tools

y generation.

additional Is this idea


Risks from Risk Estimated Savings Estimated Responsibility for
to be
this idea minimisation costs implemented? implementation
Leaks will Implement a 20% of compressed air Minor costs in Yes JB
reoccur continuous leak usage and reduced size maintenance
minimisation and cost of personnel repairing
program compressor. 20,000 per leaks and
annum and 10,000 off implementing
capital cost program. Capital cost
reduction
Required actions

Update project
documentation
and costs
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


Non-conformities

Instructions:
This worksheet is for tracknig non-conformities and significant deviations and ensuring that they are closed out.

Date Target Actual Potential


ID Description Source Corrective Action Resp
Identified Completion Completion consequences
NC1 Waste water treatment Internal Audit Complete training JB 3/1/2011 Inefficient
operators not trained in operations
blower operation

NC2
NC3
NC4
NC5
NC6
NC7
NC8
NC9
NC10
Pratical Guide for
Implementing an Energy Management System

Significant Deviations

This is for significant deviations from expected performance

Date Target Actual Potential


ID Description Source Action Taken Resp
Identified Completion Completion consequences
SD1 The energy consumption of 4/1/2012 EnPI The weight sensor needs Production 4/3/2012 4/3/2012 Fuel waste
Production line 1 is 23% higher calibration (driver in EnPI) Manager
than expected

SD2 Steam Boiler efficiency 3% Operational Recalibrate oxygen trim MM 12/25/2010 12/28/2010 Fuel waste
lower than expected for 3
weeks

SD3 Chiller no 1 condenser Operational Reset and train MM 2/1/2011 Electricity waste
pressure set too high for 1
month

SD4 Boiler insulation removed and Operational Replace and reinforce


not replaced for 6 months importance

SD5
SD6
SD7
SD8
SD9
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


Legal

Instructions:
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.

Relevant Whatbyis this


affected What action How often Does it require
Date
ID Title of requirement Reference Category identified Resp Reqd date will this be
(y/n) is required
requirement? reviewed further action?
Quarterly corporate Generate and
1 energy report Corporate 1/1/2011 y All energy data deliver JB Quarterly Quarterly N

Annual energy agency All specified


2 carbon accounts Legal 1/1/2011 y carbon emissions JB N
Boiler emission Monitor and
3 licence limits Legal 1/1/2011 y Steam boilers report AN continuous Continuous N
Estimate
all purchased usage and
4 Annual enegy budget Corporate 1/1/2011 y energies cost JB 11/1/2011 N
Emmissions trading
5 reproting EU2012/123 Legal
6
7
8
9
10
11
Pratical Guide for
Implementing an Energy Management System

12
13
14
15
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


Internal Audits
Instructions:
Each audit will have a report and recommnedations to improve the system.

Section SEU Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Record Keeping Utilities MM/JB
EnPIs Production unit 1 MM/JB
EnPIs Utilities MM/JB
Communications Administration MM/JB
Objectives and Targets Waste Water Treatment MM/JB

Operational Control 4.4.6 Production unit 2 MM/JB

Planning Refrigaration
Non-conformances and HVAC
corrective actions
Pratical Guide for
Implementing an Energy Management System

Energy Management System Tools


Financial Analysis
Instructions:
See notes below the tables

Financial Benefits of an investment Life Cycle Costing (LCC)


Option 1 Option 2
Year 0 - 50,000 Discount Rate 10% Cost - 50,000.00 - 75,000.00 Discount Rate 10%
Year 1 8,000 Savings Inflation 3% Year 1 - 8,000.00 - 4,000.00 Savings Inflation 3%
Year 2 8,240 Year 2 - 8,240.00 - 4,120.00
Year 3 8,487 Year 3 - 8,487.20 - 4,243.60
Year 4 8,742 Year 4 - 8,741.82 - 4,370.91
Year 5 9,004 NPV 4,609.05 Year 5 - 9,004.07 - 4,502.04
Year 6 9,274 IRR 12% Year 6 - 9,274.19 - 4,637.10
Year 7 9,552 Year 7 - 9,552.42 - 4,776.21
Year 8 9,839 Year 8 - 9,838.99 - 4,919.50
Year 9 10,134 Year 9 - 10,134.16 - 5,067.08
Year 10 10,438 Year 10 - 10,438.19 - 5,219.09

LCC -95,518.14 -93,213.61

Enter Project Cost in cell B13, cost will be negative All values are negative
Enter Annual savings in Cell C14 The lowest LCC is the least negative of the 2
You may insertor delete rows for projects with different useful lives
You will then need to adjust the various formulae in colum E

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