Beruflich Dokumente
Kultur Dokumente
Introduction
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.
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
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.
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.
ER4 Drivers
This worksheet is to help with quantifying the effects of the drivers.
ER5 EnPIs
This workshet includes both baselines and drivers.
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.
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.
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
Info-Finance
This worksheet is a simple non-comprehensive tool to help compare financial options
Pratical Guide for
Implementing an Energy Management
System
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.
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?
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?
Accept potential
EnPIs Baseline
Pratical Guide for
Implementing an Energy Management System
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
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
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
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
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 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
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.
Nov-12
Dec-12
Pratical Guide for
Implementing an Energy Management System
Data
Nov-12
Dec-12
Pratical Guide for
Implementing an Energy Management System
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
800,000
600,000
400,000
200,000
-
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12
0.200
0.150
0.100
Euro
0.050
0.000
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12
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.
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
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
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
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.
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
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 -
8
6
4
2
0
Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12
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
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
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
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 -
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
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.
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
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
Process Cooling
Compressed air
90%
75%
5,000 Lighting
6,000
Pratical Guide for
Implementing an Energy Management System
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
8,000 SEU 3
75%
SEU 4
4,000
10% Total non SEU To
Total SEU Building Cooling 25% To
3,000 4,000
6,000
Total non SEU
25% Total SEU Significant Energy
2,000 Use 1
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
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%
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
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)
Feb-08
Jun-08
Sep-08
Dec-08
Mar-09
Jul-09
Jan-10
Oct-09
Energy (kWh)
Driver
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.
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
-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
Measurement Plan
Instructions:
This worksheet includes both meters to monitor EnPIs and other measuring instruments to monitor critical operating parameters.
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
Boilers
Pratical Guide for
Implementing an Energy Management System
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
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.
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
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
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.
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.
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
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
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
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
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
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
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 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.
Update project
documentation
and costs
Pratical Guide for
Implementing an Energy Management System
Instructions:
This worksheet is for tracknig non-conformities and significant deviations and ensuring that they are closed out.
NC2
NC3
NC4
NC5
NC6
NC7
NC8
NC9
NC10
Pratical Guide for
Implementing an Energy Management System
Significant Deviations
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
SD5
SD6
SD7
SD8
SD9
Pratical Guide for
Implementing an Energy Management System
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.
12
13
14
15
Pratical Guide for
Implementing an Energy Management 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
Planning Refrigaration
Non-conformances and HVAC
corrective actions
Pratical Guide for
Implementing an Energy Management System
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