EnMS Tools

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
implementation of energy management systems in line with national standards, European standar
(EN16001) and international energy management system standards (ISO 50001).
The Spreadsheet consists of 29 worksheets/tabs, including this one. Worksheets are related to the
parts and elements of an energy management system and the steps involved in its implementatio
tabs are colour coded and grouped to reflect the four parts of an EnMS implementation programm
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 Commit Plan
Act as found in quality improvement
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 a
use other methods to meet the purpose of any of the tools/worksheets provided here may want an
decide to delete or hide some of the tabs in the Spreadsheet. Othe companies may want and deci
paste their own tools into some of these tabs or add them to the Spreadsheet. The Spreadsheet c
used also just as a reference.
The Spreadsheet is the result of several demonstrative uses within the UNIDO EnMS and ISO 5000
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 i
its effectiveness and usefulness
Pratical Guide for
Instructions
This worksheet provides an overview of all tools/worksheets contained in the EnMS Tools Spredshe
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 worksh
better suit his/her needs.
The use and modification of this Spreadsheet does require an intermediate level of knowledge of M
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 you
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
of how often it occurs, where documents are filed, who is responsbile and their level of authority (L
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 t
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
are coloured yellow and begin with a code of the form ER#. These codes correspond with t
codes on the energy review workflow diagram shown on the side for easy reference.
Pratical Guide for
ER1 Data
Data from energy meters including bills should be entered here. The data will be read into other ta
analysis purposes. Include each energy source such as electricity, gas, oil, water, etc. Include both
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 a
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 u
(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 conside
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 monito
operating parameters.
Pratical Guide for
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 wh
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
may be rejected. It is also the action plan of the organisation. Action plan items are those 'in progr
which have been assigned to someone.
Energy Planning Workflow Diagram

Pratical Guide for
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 sy
Op Cont = Operational Control

This worksheet is a list of common sources of energy waste for typical SEUs. The user can add to t
his/her own as appropriate. These items should be monitored regularly, perhaps by using this list a
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 d
activity, an energy design review should be carried out and recorded here. Any recommendation s
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 a
closed out.
Legal
This worksheet is a list of the legal and other requirements pertaining to the organsiations energy
is also a tool to check that the organization is complying with these requirements.
Internal Audits
Pratical Guide for
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
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
Does the top management know that

significant energy cost savings can be
achieved by simple low cost measures Accept potential 1
without necessitating financial
investment?
Is the top management committed to

Management
energy cost reduction and is there an 2
commitment
approved energy policy in place?
Have roles, responsibility and authority

been identified for all persons having Roles and
2
an influence on significant energy use responsibilities
and is this documented?
Have the significant energy uses been

SEUs 3
quantified and documented?
Has a baseline of energy performance

been established against which Baseline 2
progress can be measured?
Have indicator(s) or metrics been

identified to use in measuring progress EnPIs 2
against your baseline?
Have the organisations energy

Objectives and
objectives and targets been identified 3
targets
and documented?
Have energy action plans been

Action Plan 2
established?
Is the energy management system

evaluated at least once a year and are
Internal audit 1
improvements made based on the
results of the evaluation.
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
ent
m Tools
en should be provided.
Consider
Has the organisation
exhausted all low cost
opportunities before stating to
invest in capital projects?
When a compromise is needed

to reduce energy
consumption, what normally
takes the priority?
Are "I'm too busy" or "I have

more important things to do"
common excuses?
Do you know where at least

80% of your energy is used?
Are you able to estimate

energy use based on variables
before bills arrive?
Do you respond pro-actively

when actual consumption
exceeds expected?
Are they quantified and

monitored regularly for
success?
Are they approved and
resourced adaquately and will
they result in targets being
met?
Do you have a list of
improvement ideas for the
mangement system (non-
technical ideas)?
ent
ement commitment
Roles and responsibilities
Us
Pratical Guide for
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
Energy Mgt
Purchasing
e Engineer
Supervisor
production
Managing
Manager
Director
Energy
officer
Rep
Task What is required? Frequency Relevant Documentation Communication Timeline
Preparation & Commitment

Define scope and boundaries of the Scope: what energy sources and uses are included.
Lead Participate Inform
EnMS Boundaries: what parts of the organisation are included Review annually Scope worksheet Energy Team
Ensure that relevant personnel understand their roles, responsibility and
Manage roles and responsibilities authority and are resourced and supported in their roles in the EnMS Inform Lead Participate Participate Participate
implementation Continuously This worksheet All affected staff and contractors
Develop the energy policy Develop and periodically review the energy policy document Review annually prior to Inform Lead Participate
management review Policy worksheet As appropriate
Review and approve the policy document
Review/Approve the energy policy Lead
Annually Energy Policy All staff and contractors
Participate in management review Attend the management review meeting
Annually Presentation and minutes Energy Team and top management team
Consider energy performance in long Ensure that energy performance is considered in long term and strategic
term planning planning As required Energy Strategy Energy Team, project management team
Set objectives and targets Based on available opportunities but aligned with relevant commitments
Annually Top mangement and energy team
Planning
Identify and document all legal and other requirements applicable to the
Legal and other requirements
organsiation's use of energy Quarterly Legal worksheet Energy Team
Complete the energy review steps (ER1
Complete all the steps in the energy review process
to ER8) Annually ER worksheets Energy Team
Operating
Ensure that all personnel including contractors who may significantly
Implement training impact the energy use are competent to carry out their roles through a
mixture of education, training, experience and skills
As planned Training worksheet and training records As appropriate
Ensure that relevant people are aware of the EnMS activities and have an
Internal Communication Records of communication, screens,
opportunity to contribute to the improvement of energy performance
Continuously email, posters, suggestion boxes As appropriate
Decide on the level and content of any external communications related to

External Communication Records of decision (who, what, when)
energy management
As required and communication As appropriate
Ensure that an appropriate level of awarenesss of energy matters is
Promote energy awareness
promulgated Continuously Awareness materials As appropriate
Ensure that critical documents and records pertaining to energy
Document Control 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 systems are Operational records, op cont worksheet,
Operation of SEUs operated efficiently Continuously ER6 Operational staff
Operational Control - Ensure that all significant energy using equipment and systems are
Maintenance of SEUs maintained efficiently Continuously Maintenance records, ER6 tab Maintenance staff
Identify, quantify, document and communicate the critical operating

Critical Operating Parameters
parameters for all significant energy using equipment and systems
Continuously Critical operating parameters list, ER6 As defined in the list
Ensure that new projects with a significant energy are evaluated from an Energy design workflow, design review
Energy Efficient Design
energy perspective As required records Energy Team and project team
Procurement - Energy Ensure that energy procurement is managed efficiently and effectively
Continuously Bidding and contract documents Energy and finance personnel
Ensure that energy performance is taken into account in the procurement
Procurement - Equipment
of energy using equipment Continuously Equipment purchasing specifications Procurement and energy personnel
Ensure that energy performance is taken into account in the procurement

Procurement - Services Service procurement specifications
of services that could affect energy performance.
Continuously including competence requirements Procurement and energy personnel
Checking
Monitor and take action related to energy bills, EnPIs and other energy
Monitor energy metrics
metrics Continuously Bills, EnPIs, EnPI worksheet, etc.
Internal Audits Schedule and organise internal audits of the EnMS Internal audit worksheet, records and
Quarterly corrective actions As appropriate
Ensure that all action and training plan items are progressing according to Action plan progress, ER8 Opportunities
Review action plan progress
plan Monthly List worksheet As appropriate
Monitor operational control Review maintenance and operational records and operating parameters
Continuously Operation and mainteinance records Operation and maintenance staff
Manage corrective and preventive actions related to the EnMS. These
Manage non-conformities include deviations from plans, EnPIs and 2nd or 3rd party audit findings,
etc. Continuously Non-conformity worksheet As appropriate
Production
Engineer
Environme
ntal Officer
Acountant
HR Officer
External
consultant
(temporary)
Pratical Guide for
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
Electricity
Fuel Oil
Water
Natural Gas
Boundaries
Which parts of the organisation are included and excluded.
Included
Production systems
All buildings
All utilities
NOTE 1: Water is not energy but its consumption is commonly managed in the same way as ener
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 organ
energy performance.
e for
ng an Energy Management System
ergy Management System Tools
pe and boundaries details

s which are excluded from the scope or boundaries
d in the scope of the EnMS and which are not included.
Excluded
LPG in the kitchen
transport until next year
re included and excluded.
Excluded
remote warehouse facility
its consumption is commonly managed in the same way as energy. An

r including water in the EnMS.
rgy source if it has the potential to significantly impact the organisations
Pratical Guide for
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 yo
Even if your organization is not planning to have your system certified, the ISO requirement is very
Pratical Guide for
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
ELECTRICITY GAS FUEL

Cost/month Cost/month Cost/month
Month kWh/month kWh/month kWh/month
(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
Nov-12
Dec-12
Pratical Guide for
stem Implementing an Energy Manageme
s Energy Management System To
Data
is usage rather than deliveries.
WATER ELECTRICITY GAS FUEL

Cost/month Budget Budget Budget
m3/month Month
(XX) (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
stem Implementing an Energy Manageme
Nov-12
Dec-12
ergy Management System
agement System Tools
WATER
Budget
(XX/year)
ergy Management System
Pratical Guide for
Trends
Instructions:
In this worksheet data entered in the ER1 Data tab are displayed in the form of trends. Possible tr
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
energy sources.
The User shall read comments, where inserted, for further and more detailed instructions.
ELECTRICITY
kWh Cost Budget Average
Month
(Annualised) (Annualised) (Annualised) unit price
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
Jan-12 12,303,722 1,774,753 - 0.122
Feb-12 12,189,415 1,764,568 - 0.124
Mar-12 12,056,737 1,752,061 - 0.123
Apr-12 11,956,839 1,680,812 - 0.071
May-12 11,834,516 1,598,229 - 0.062
Jun-12 11,767,659 1,522,577 - 0.063
Jul-12
Aug-12
Sep-12
Oct-12
Pratical Guide for
Nov-12
Dec-12
Electricity: Montly consumption (kWh)

1,200,000
1,000,000
800,000
600,000
kWh per month
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
Electricity: Annualised consumption, cost and budget

12,600,000 2,000,000
12,400,000
1,500,000
12,200,000
12,000,000 1,000,000
kWh per year
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
12,000,000
kWh per year
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
12,600,000
12,400,000
12,200,000
Pratical Guide for
12,000,000
kWh per year
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
Pratical Guide for
t System Implementing an Energy Management
ls Energy Management System Too
Trends
Instructions:
of trends. Possible trends In this worksheet data entered in the ER1 Data tab are displayed in the form
r electricity as well as for other The User is free to modify existing trends for electricity or add new ones, fo
energy sources.
d instructions. The User shall read comments, where inserted, for further and more detaile
GAS
Target kWh kWh Cost
Month
3% (Annualised) (Annualised)
Jan-10
Feb-10
Mar-10
Apr-10
May-10
Jun-10
Jul-10
Aug-10
Sep-10
Oct-10
Nov-10
Dec-10 392,301 9,698
Jan-11 400,789 9,872
Feb-11 411,487 10,102
Mar-11 419,987 10,273
Apr-11 423,953 10,336
May-11 433,149 10,516
Jun-11 438,725 10,613
Jul-11 443,225 10,681
Aug-11 440,417 10,578
Sep-11 443,417 10,616
Oct-11 443,334 10,584
Nov-11 450,080 10,718
12,317,632 Dec-11 451,116 10,714
12,286,838 Jan-12 446,488 10,604
12,256,044 Feb-12 440,745 10,468
12,225,250 Mar-12 432,745 10,278
12,194,456 Apr-12 424,766 10,088
12,163,662 May-12 419,570 9,965
12,132,868 Jun-12 405,630 9,634
12,102,073 Jul-12
12,071,279 Aug-12
12,040,485 Sep-12
12,009,691 Oct-12
Pratical Guide for
11,978,897 Nov-12
11,948,103 Dec-12
Gas: Montly consumption (kWh)

60,000
50,000
40,000
30,000
kWh per month
20,000
10,000
-
ul-12 Jan-10 Jul-10 Jan-11 Jul-11 Jan-12
Gas: Unit price
0.025
0.025
0.024
Euro
0.024
0.023
2 Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-1
Gas: Annualised consumption, cost and budget

2,000,000 460,000
1,500,000 440,000
420,000
1,000,000
Euro kWh per year 400,000
500,000 380,000
- 360,000
g-12 Dec-12 kWh p.a. Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Au
Cost p.a.
Budget p.a.
Gas: Actual consumption VS Target consumption

460,000
440,000
420,000
kWh per year 400,000
380,000
360,000
g-12 Dec-12 Target kWh Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Au
Column K
460,000
440,000
420,000
Pratical Guide for
kWh per year 400,000
380,000
360,000
g-12 Dec-12 Target kWh Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Au
Column K
Pratical Guide for
n Energy Management System Implementing an
Management System Tools Energy M
Trends
Instructions:
Data tab are displayed in the form of trends. Possible trends In this worksheet data entered in the ER1
re calculated and shown below. related to the consumption of electricity a
for electricity or add new ones, for electricity as well as for other The User is free to modify existing trends
energy sources.
erted, for further and more detailed instructions. The User shall read comments, where ins
GAS
Budget Average Target kWh kWh
Month
(Annualised) unit price 3% (Annualised)
0.025 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 -
- 0.024 Jan-11 -
- 0.024 Feb-11 -
- 0.024 Mar-11 -
- 0.024 Apr-11 -
- 0.024 May-11 -
- 0.024 Jun-11 -
- 0.024 Jul-11 -
- 0.024 Aug-11 -
- 0.024 Sep-11 -
- 0.024 Oct-11 -
- 0.024 Nov-11 -
- 0.024 451,116 Dec-11 -
- 0.024 449,988 Jan-12 -
- 0.024 448,860 Feb-12 -
- 0.024 447,733 Mar-12 -
- 0.024 446,605 Apr-12 -
- 0.024 445,477 May-12 -
- 0.024 444,349 Jun-12 -
443,221 Jul-12
442,094 Aug-12
440,966 Sep-12
439,838 Oct-12
Pratical Guide for
n Energy Management System Implementing an
438,710 Nov-12
437,583 Dec-12
Fuel: Montly consumption (kWh)

12
10
8
6
kWh per month
4
2
0
10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-10 Jul-
Fuel: Unit price
12.000
10.000
8.000
6.000
Euro
4.000
2.000
0.000
and budget Fuel: Annualised consumption, cost

12,000 1
10,000 1
8,000
1
6,000
Euro kWh per year 0
4,000
2,000 0
- -
11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12 kWh p.a. Dec-10 Apr
Cost p.a.
Budget p.a.
consumption Fuel: Actual consumption VS Target

1
1
1
kWh per year 0
0
11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12 -

Dec-10 Apr
1
1
Pratical Guide
1 for
n Energy Management System Implementing
kWh per year 0 an
0
11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12 -

Dec-10 Apr
ical Guide for
lementing an Energy Management System
Trends
Instructions:
ta entered in the ER1 Data tab are displayed in the form of trends. Possible trends In this worksheet da
mption of electricity are calculated and shown below. related to the consu
modify existing trends for electricity or add new ones, for electricity as well as for other The User is free to m
energy sources.
comments, where inserted, for further and more detailed instructions. The User shall read
FUEL
Cost Budget Average Target kWh
Month
(Annualised) (Annualised) unit price 3%
#DIV/0! 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
ical Guide for
lementing an Energy Management System
- Nov-12
- Dec-12
umption (kWh) Water: Montly co

12
10
8
6
month m3 per
4
2
0
Water: Unit price
12.000
10.000
8.000
6.000
Euro
4.000
2.000
0.000
consumption, cost and budget Water: Annualise

1 1
1 1
1 1
r year 0 0 Euro m3 per
0 0
- -
h p.a. Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12 m3 p
st p.a. Cost
dget p.a. Budg
umption VS Target consumption Water: Actual co

1
1
1
r year 0 m3 pe
0
-
Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12
1
1
ical Guide
1 for
rlementing
year 0 an Energy Management System m3 pe
0
-
Pratical Guide for
Trends
Instructions:
In this worksheet data entered in the ER1 Data tab are displayed in the form of trends. Possible trends
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
(Annualised) (Annualised) (Annualised) unit price
#DIV/0!
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
Pratical Guide for
Water: Montly consumption (m3)

12
10
8
6
m3 per month
4
2
0
Water: Unit price
12.000
10.000
8.000
6.000
Euro
4.000
2.000
0.000
Water: Annualised consumption, cost and budget

1 1
1 1
1 1
m3 per year 0 0 Euro
0 0
- -
m3 p.a. Dec-10 Apr-11 Aug-11 Dec-11 Apr-12 Aug-12 Dec-12
Cost p.a.
Budget p.a.
Water: Actual consumption VS Target consumption

1
1
1
m3 per year 0
0
-
1
1
Pratical Guide
1 for
Implementing
m3 per year 0 an Energy Management System
0
-
t System
ls
of trends. Possible trends
r electricity as well as for other
d instructions.
Target kWh
3%
-
-
-
-
-
-
-
-
-
-
-
t System
-
-
ul-12
1
1
1
0 Euro
0
-
Dec-12
g-12 Dec-12
t System
g-12 Dec-12
Pratical Guide for
Significant Energy Uses (SEU) List

Instructions:
This worksheet is a summary of all the items which make up the organsations significant energy
(SEUs). It includes prompts for drivers, people, EnPIs, etc. It should ideally account for at least 80
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 im
performance. The User may want to use a pie chart, Sankey Diagram or other graphic/visual aid t
represent the SEU. An example of pie chart for the Electricity SEUs is provided below.
Electricity
Is the
Who
What are SEU % of
Name of influences
ID the main metered? kWh p.a. Overall Objectives
SEU the energy
drivers? Auto/ Usage
use?
Manual
Reduce
Building Weather and Facility
1 No 4,000 20% consumption by
Cooling occupancy operator
5% in 2012
Reduce
Process Production
2 Production Auto 6,000 30% consumption by
Cooling supervisor
10% in 2012
Reduce
Compressed Leaks and Facility
3 Manual 5,000 25% 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 C
3,000 4,000 Process Co
Compress
5,000
90%
6,000
Lighting
Pratical Guide for
nt System Implementing an Energy Manageme
ls Energy Management System Too
Significant Energy Uses (SEU) List

Instructions:
ns significant energy uses This worksheet is a summary of all the items which make up the organsatio
ccount for at least 80% of the (SEUs). It includes prompts for drivers, people, EnPIs, etc. It should ideally a
MS. energy consumption of each energy source included in the scope of the EnM
gy consumption or improve It should include any items that offer significant opportunity to reduce ener
er graphic/visual aid to performance. The User may want to use a pie chart, Sankey Diagram or oth
ded below. represent the SEU. An example of pie chart for the Electricity SEUs is provi
Thermal Energy
Is the
What are SEU % of
Targets Name of
EnPI ID the main metered? kWh p.a. Overall
kWh SEU
drivers? Auto/ Usage
Manual
Significant
1 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

Building Cooling 25% Total SEU
Process Cooling 1,000

2,000
Compressed air 8,000

4,000
75%
Lighting
nergy Management System
gement System Tools
hich make up the organsations significant energy uses

EnPIs, etc. It should ideally account for at least 80% of the
uded in the scope of the EnMS.
opportunity to reduce energy consumption or improve
hart, Sankey Diagram or other graphic/visual aid to
the Electricity SEUs is provided below.
rmal Energy
Who
influences Targets
Objectives EnPI
the energy kWh
use?
nnual data from tab ER1
Significant Energy
Use 1
1,000
2,000 SEU 2
4,000 SEU 3
SEU 4
10% Total non SEU
Total SEU Building C
Pratical Guide for 3,000 4,000 Process Co

Compress
5,000
90%
6,000
Lighting
Total non SEU
Building Cooling 25% Total SEU
Process Cooling Pratical Guide for 1,000

2,000
nt System Implementing an Energy Manageme
Compressed air 8,000
4,000
75%
Lighting
Significant Energy
Use 1
1,000
2,000 SEU 2
nergy Management System
4,000 SEU 3
SEU 4
Pratical Guide for
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.
Name plate Hours per Ave VSD speed % name plate Actual Annual Power When can this be
ID Purpose Note % of total
(kW) year (100% if fixed) load Power (kW) (kWh) switched off?
1 Cooling Water Pump #1 20 4200 0.5 0.9 4.5 18,900 shares load with #2 0.0189
2 Cooling Water Pump #2 20 4200 1 0.9 18 75,600 0.0756
3 Hydraulic pack drive 100 250 1 0.9 90 22,500 used intermittently 0.0225
4 Seal cooler pump 1 8400 1 0.9 0.9 7,560 almost always 0.00756
5 AHU 1 Fan 10 8400 0.8 0.9 5.76 48,384 night and weekend 0.048384
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

How were estimates made? Opportunities for improvement SEU
Hours run meter reading, estimate of

speed, estimate of nameplate % insert ref nos from opp list Cooling water
speed, estimate of nameplate % Cooling water
speed, estimate of nameplate % Production
review of operator logs, estimate of
speed, estimate of nameplate % Production
review of BEMS data, other items
estimated HVAC
Pratical Guide for
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.
Hours per Actual Annual Energy When can this be switched How was this
ID Purpose Design (kW) % of design % of total Notes
year Power (kW) (kWh) off? estimated?
position of control
Analyse when if can be valve and design
1 Process 1 100 4000 0.5 50.00 200,000 25% switched off data
position of control
Analyse when if can be valve and design
2 Process 2 80 2000 0.7 56.00 112,000 14% switched off 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
Opportunities for improvement
Pratical Guide for
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
ID Area Category Lamps/
Fitting fittings rating (W) Year Year
fittings
1 General Office Office T8 16 60 4 1000 3840
High Bay
2 Warehouse 2 Storage 0
induction
3 Entrance hall Corridor 0
4 0
5 0
0
0
0
0
0
kshop, etc.
vity, quality, etc.
Are there different lux Required Actual

How is the light Opportunities for Is there natural
levels required in the Lux Lux
controlled? improvement light available?
area? Levels levels
awareness, natural light, Yes, some passageways,
On/Off switch Yes, to the south end 400 800
task lighting some desks
Pratical Guide for
Drivers
Instructions:
This worksheet is to help with quantifying the effects of the drivers. Driver data may be productio
weather and other variable which is expected to cause the energy consumption to vary.
Energy
Expected
Date Driver Energy (kWh) Intensity
demand
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
Feb-10 340 833,586 840,334 0.99
Mar-10 310 745,725 769,445 0.97
Apr-10 217 536,482 549,688 0.98
May-10 163 351,350 422,087 0.83
Jun-10 54 180,000 164,523 1.09
Jul-10 50 160,000 155,071 1.03
Aug-10 58 165,000 173,975 0.95
Sep-10 78 215,000 221,234 0.97
Pratical Guide for
Oct-10 166 359,000 429,176 0.84

Nov-10 303 593,176 752,904 0.79
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
Energy (kWh) Nov-07 Feb-08 Jun-08 Sep-08 Dec-08 Mar-09 Jul-09 Oct-09 Jan-10
Driver
Monthly energy consumption VS Driver. Regression analysis

1,000,000
900,000
800,000 f(x) = 2362.9771633634x + 36922.1634790811
700,000 R = 0.9447742657
600,000
500,000 E
400,000 (
300,000 L
200,000 (
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
agement System
ystem Tools
rivers. Driver data may be production,

ergy consumption to vary.
Difference
CUSUM
(excess)
- 53,483 - 53,483
- 6,748 - 60,232
- 23,720 - 83,952
- 13,206 - 97,158
- 70,737 - 167,895
15,477 - 152,418
4,929 - 147,489
- 8,975 - 156,464
- 6,234 - 162,699
agement System
- 70,176 - 232,875
- 159,728 - 392,603
400
350
300
250
200
150
100
50
0
Mar-09 Jul-09 Oct-09 Jan-10
34790811
Energy
(kWh)
Linear
(Energy
(kWh))
250 300 350 400

Pratical Guide for
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
0.0 (green line) and in the CUSUM the baseline is also 0.0 (also green line). If the baseline is adjusted
target this needs to be taken into account, e.g. the coefficients for the regression formula will be redu
corresponding with the targeted improvement in performance.
Energy Intensity Index

1.60
1.40
1.20
EII 1.00
0.80
0.60
0.40
Jan-10 Mar-10 May-10 Jul-10 Sep-10 Nov-10
Difference between actual and expected

50,000
-50,000
Euro -100,000
-150,000
-200,000
CUSUM
-100,000
-200,000
Euro -300,000
-400,000
-500,000
-100,000
-200,000
Euro
Pratical Guide for
-300,000

-400,000
-500,000
t System
Tools
h 1.0. In the second chart the baseline is

f the baseline is adjusted to become a
ssion formula will be reduced by amounts
10 Nov-10
Nov-10
Nov-10
t System
Nov-10
Pratical Guide for
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

EnPI Energy Drivers
Energy User measurement currently in place
Compressed air flow Electricity meter

Compressed air
Air Compressor v compressor Compressed air electricity meter
flow
electricity flow meter
daily reading of
Loaded hours Production
Air Compressor loaded vs unloaded hourmeters
percentage activity
hours
heat load vs HDD and HDD and heat meter, HDD gas meter, HDD
Building heating
occupancy occupancy and occupancy from web
Significant Critical operating Ideal means of Instrumentation

Energy Drivers
Energy User parameters measurement currently in place
Filter differential flowrate and differential

Air Compressor none
pressure filter cleanliness pressure gauge
Pratical Guide for
Boilers
ystem Tools
o monitor critical operating parameters.
Gap from ideal instrumentation for

Meter Plan
operation and performance monitoring
flow meter cost too high
none n.a.
get security
occupancy
records
Gap from ideal instrumentation for

Meter Plan
operation and performance monitoring
differential
differential pressure gauge
pressure gauge
Pratical Guide for
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 wh
includes these details.
Who needs to be
SEU (inc use) Task Frequency
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
System
ols
management system which
Note
Pratical Guide for
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 nume
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 correctl
worksheet.
Normal Measuring Who needs to

Eng Upper Lower Calibration
SEU (inc use) Parameter set point Instrument be informed of
Units Limit Limit Frequency
or value Designation these values?
Total Dissolved
Steam system ppm 3500 3800 3400 TDS001 3 months operators
Solids
Steam system Boiler Pressure bar 9.5 10 9 PT123 12 months operators
Exhaust
Steam system % O2 3 3.5 2 Portable 123 6 months operators
Oxygen
Stack
Steam system DegC N.A. 300 N.A. TT124 12 months operators
Temperature
Differential
Pump 28 bar 3 3.3 2.7 P28 24 months Refrigeration
pressure
Pratical Guide for
Temperature
Refrigeration DegC 25+/-10 35 15 T12 and T16 12 months operators
Lift
Condenser
Refrigeration approach DegC 5 6 N.A. T12 12 months operators
temperature
Evaporator
Refrigeration approach DegC 5 6 N.A. T12 12 months operators
temperature
Compressor
Compressed Air discharge bar 6 6.4 6 PT124 12 months operators
pressure
Compressor vs
system
Compressed Air bar 0.5 0.7 N.A. PT127 12 months operators
pressure
difference
rgy uses. Please not that the numerical values
. that constitue its SEUs.
ology suppliers to fully and correctly populate this
Who needs to
be informed of Note
deviations?
supervisor
supervisor
supervisor
supervisor Varies with firing rate
supervisor
varies with the ambient
supervisor
wet bulb temperature
supervisor
supervisor
supervisor
supervisor
Pratical Guide for
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
3/1/2010 NRG Inc Compressed Air system

gy Management System
gement System Tools
red. The recommendations of the audits should be
Recommendations
Selected items should be added to Opportunity

List
Pratical Guide for
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" col
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

Description of Investment Capital Person
ID Service payback kWh kWh Completion Status Notes, Barriers, Risks
Opportunity Class Cost C02 Financial Responsible
(years) elec fuel Date
need service company to

1 Fit VSD to boiler fan Steam Low 5000 1.43 3500 JB 4/1/2011 Approved
commission
Replace lights in
2 Lighting Med 3000 2.00 1500 KL 5/1/2011 Idea waiting approval
warehouse
Train operators in
3 Mgmt Low 1000 0.10 10000 JB 12/1/2011 in progress
refrigeration efficiency
Reduce chiller condensing

4 Refrig No 0 - 4500 JB 2/1/2011 idea are there any risks
pressure
Train cleaners in energy
5 Mgmt Low 300 0.30 1000 JB 3/1/2011 idea prepare material
vigilance
6 #DIV/0!
7 #DIV/0!
8 #DIV/0!
9 #DIV/0!
10 #DIV/0!
to someone. Using the "Status" column together with the Target Completion Date
Actual savings achieved Actual

Method of estimating
kWh kWh Completion
savings C02 Financial
elec fuel Date
Power has a cubic relationship

with speed. Estiamte average 4/1/2011
speed reduction and runs hours
Estiamte lighting load before

and after and multiply by
5/1/2011
estiamted running hours per
year
Audit operation in advance and
estimate savings from
12/1/2011
improvements in operation
control
3% saving per degree C
2/1/2011
reduction
Assume 3% saving in relevant
3/1/2011
areas of the plant
Pratical Guide for
Training
Instructions:
This worksheet is the training plan. It shows all training sessions and who needs each one.
Employee Introduction
Name Job Title Department Category EnPIs SEU 1 SEU 2 SEU 3
ID to EnMS
Production Supervisor Influencer Y

Utilities Operator Direct Y Y
WWT Operator Direct Y
Maintenance Direct
Cleaner
Security
Safety Officer
Manager Influencer Y
Energy Engineer Direct Y Y Y Y Y
Energy
Energy for Energy
for
Influencers Vigilance
Maint
Y
Y
Y
Y
Y
Y
Y Y Y
Pratical Guide for
Documents
Instructions:
This worksheet is a list of all documents associated with the organsaitions energy management sy
ID Description Location
1 Energy Manual Energy Manager Office

2 Energy Bills Finiance Office
3 Boiler Operating Manual Boiler control room
4 Planning Spreadsheet S:/energy/records
5 Checking Spreadsheet S:/energy/records
6 Energy Policy S:/energy/documents
7 Energy Audit reports - hard copies Energy Manager Office
8 Energy Audit reports - electronic copies S:/energy/reports

9 Training plans Operating Spreadsheet
10 SEU Operator logs relevant control room
11 Management review minutes S:/energy/records
12 Minutes of energy team meetings S:/energy/records
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
ent System
m Tools
ions energy management system.
Revision Revision Date
2 10/1/2010
N.A. N.A.
N.A. 4/23/2004
N.A. 12/1/2010
N.A. N.A.
1 12/1/2010
N.A. N.A.
N.A. N.A.
N.A. N.A.
N.A. N.A.
N.A. N.A.
N.A. N.A.
Pratical Guide for
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

1 Steam Uninsulated pipes, Infra red It should be possible
valves, fittings, thermometer, to keep ypur hand on
boiler fittings thermal imaging all insulated surfaces
camera, surface without pain
temperature probe,
your hand (don't
touch hot surfaces!)
2 Steam Condensate return Compare make up Dependent on the

rate water flow rate with process conditions. If
steam rate. Steam steam is not lost to
rate can be the process e.g. by
estmamted from fuel sparging,
flow rate if a steam humifdification ,etc.
meter is not available then over 80%
condensate return is
achievable
3 Steam Steam leaks Usually very visible There should be none

and noisy
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
5 Steam Excess oxygen in Test exhaust gases It should be close to

combustion for O2 content the manufactures
guide values.
6 Steam
7 Steam
8 Steam
9 Steam
10 Steam
11 Compressed Air Audible leaks Listen, especially All audible leaks
during times of low should be repaired,
noise from other
sources
12 Compressed Air Excessive pressure The compressor
drops discharge pressure
should be as close a
spossilbe to the end
user pressure
13 Compressed Air Excess air Challenge required The compressor

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

the compressor(s)
15 Compressed Air
16 Compressed Air
17 Compressed Air
18 Compressed Air
19 Compressed Air
20 Compressed Air
Pratical Guide for
21 Refrigeration Chiller delivery Compare with greater than or equal

temperature too low recorded temperature to the upper limit
range
22 Refrigeration Condensing Compare with less than or equal to

temperature too recorded temperature the lower limit
high range allowing for ambient
temperature
conditions
23 Refrigeration Excess parasitic Compare parasitic not exceeding normal

loads including loads with optimum for current conditions
pumping and fans and loads
24 Refrigeration poor part load Monitor COP under not exceeding normal
efficiency current conditions 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
discharge valves valves waste energy, can
they be opened
32 Pumping Excess pumping compare actual pump they should be

pressure discharge pressure similar
with required system
pressure
33 Pumping Excess pressure pump pressure higher small pressure drops,

drops than system pressure compare with design
at users
34 Pumping
35 Pumping
Pratical Guide for
36 Fans Throttled air Check positions of Throttled dampers

handling unit outlet dampers waste energy, can
dampers they be opened
37 Fans Excessive pressure Fan pressure higher small pressure drops,

drops than system pressure compare with design
at users
38 Fans
39 Fans
40 Fans
41 Lighting External lights on Check ambient light Lights not on during
when not required levels the day or when area
unoccupied
42 Lighting Internal lights on Check ambient light Lights not on when

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
for the purpose of with required lux higher than required
the space levels
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

cooling temperatures against possible during
required cooling times and as
low as possible
during heating times
48 HVAC
49 HVAC
50 HVAC
System
ls
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 t
competent person before implementing any of the ideas.
There are safety and reliability issues associated with incorrect unde
basis for a check list. items.
UNIDO and the authors accept no responsibility for misinterpretation
Corrective Action
Repair, replace,
upgrade insulation
Check condensate
return units, flash
steam (are there
visible steam
plumes), repair traps,
are there condensate
or steam leaks, open
drains, ???
Repair, check gaskets

and seal materials for
suitability, warm
steam lines slowly
System
Tune the boiler. It

may be beneficial to
tune to close to
normal operating
output rather than
maxumin outout.
Repair ASAP
Replace filters,
replace poorly
designed pipe
fittings,
System
Increase setpoint,
check other issues
Reduce setpoint,
check condenser
condition, etc.
reduce parasitic loads
identify and rectify
Reduce pump speed,

variable speed drive,
pulley ratios, trim
impellor
eliminate pressure
drops including
throtted valves, etc
eliminate pressure
drops including
throtted valves, etc
System
Reduce fan speed,

variable speed drive,
pulley ratios, trim
impellor or smaller
impellor
eliminate pressure
drops including
throtted dampers, etc
Switch them off!
Switch them off!
Remove lamps or
fittings or starters or
disconnect or change
switching
arrangement
change setpoints,
calibrations, leaking
valves, etc.
aid to trained personnel.
consequences of any of the items then check with a
of the ideas.
ated with incorrect understanding of many of these
bility for misinterpretation of these ideas.

Pratical Guide for
Procurement
Instructions:
This worksheet is a list of relevant procurement specifications related to each SEU.
Equipment Procurement Services procurement

SEU
Specifications Specifications
Steam
Refrigeration
Lighting
Pumping
Motors
Computers
Printers
ment System
em Tools
ed to each SEU.
Next Review Responsible

Pratical Guide for
En
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 gene
Impact on
Project
Project Name Project objective plant energy
ID
use
Install new air 12/1234 Improve efficiency of This project will
compressor compressor plant by adding a reduce both gas
new variable speed compressor and electricity
with integrated dryer and heat use.
recovery to boiler feed water
ement System
f projects.
ution, then control and finally generation.
Ideas from
Risks from Risk
energy design Idea ID Estimated Savings
this idea minimisation
review
Reduce use of 12/1234/01 Leaks will Implement a 20% of compressed air
compressed air first reoccur continuous leak usage and reduced size
by repairing leaks minimisation and cost of compressor.
and elimnating program 20,000 per annum and
waste 10,000 off capital cost
Is this idea Responsibility
Estimated Required
to be for
additional costs actions
implemented? implementation
Minor costs in Yes JB Update project
maintenance personnel documentation and
repairing leaks and costs
implementing program.
Capital cost reduction
Pratical Guide for
Non-conformities
Instructions:
This worksheet is for tracknig non-conformities and significant deviations and ensuring that they are closed out.
Date Target
ID Description Source Corrective Action Resp
Identified Completion
NC1 Waste water treatment Internal Audit Complete training JB 3/1/2011
operators not trained in blower
operation
NC2
NC3
NC4
NC5
NC6
NC7
NC8
NC9
NC10
Pratical Guide for
Significant Deviations
This is for significant deviations from expected performance
Date Target
ID Description Source Action Taken Resp
Identified Completion
SD1 The energy consumption of 4/1/2012 EnPI The weight sensor needs Production 4/3/2012
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
lower than expected for 3
weeks
SD3 Chiller no 1 condenser pressure Operational Reset and train MM 2/1/2011
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
Actual Potential
Completion consequences
Inefficient
operations
Actual Potential
Completion consequences
4/3/2012 Fuel waste
12/28/2010 Fuel waste
Electricity waste
Pratical Guide for
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.
What is affected
Date Relevant What action
ID Title of requirement Reference Category by this Resp Reqd date
identified (y/n) is required
requirement?
Quarterly corporate energy Generate and
1 report Corporate 1/1/2011 y All energy data deliver JB Quarterly
Annual energy agency All specified carbon

2 carbon accounts Legal 1/1/2011 y emissions JB
Monitor and
3 Boiler emission licence limits Legal 1/1/2011 y Steam boilers report AN continuous
Estimate usage
4 Annual enegy budget Corporate 1/1/2011 y all purchased energies and cost JB 11/1/2011
Emmissions trading
5 reproting EU2012/123 Legal
6
7
8
9
10
11
Pratical Guide for
12
13
14
15
How often
Does it require
will this be
further action?
reviewed
Quarterly N
Continuous N
N
Pratical Guide for
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
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
Sep Oct Nov Dec
Pratical Guide for
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
Year 1 8,000 Savings Inflation 3% Year 1 - 8,000.00 - 4,000.00
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
Discount Rate 10%
Savings Inflation 3%

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Pratical Guide for

Implementing an Energy Management System

Energy Management System Tools

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

This Commit-Plan-Do-Check cycle is based

Energy Management System Tools

Cells in green are designed to have user input.

Roles and Responsibilities

ER3 SEU list

ER3 SEU - Motors

ER3 SEU - Heat Users

ER3 SEU - Lighting

ER5 Measurement Plan

ER6 Maintenance Criteria

ER6 Critical Operating Parameters

ER7 Technical Audits

ER8 Opportunities List

Energy Planning Workflow Diagram

Op Cont = Operational Control

This worksheet is the internal audit plan.

Energy Management System Tools

Question Titles Score Evidence

Does the top management know that

Is the top management committed to

Have roles, responsibility and authority

Have the significant energy uses been

Has a baseline of energy performance

Have indicator(s) or metrics been

Have the organisations energy

Have energy action plans been

Is the energy management system

Internal audit 5 Management commitment

Action Plan Roles and responsibilities

Objectives and targets SEUs

When a compromise is needed

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

Do you know where at least

Are you able to estimate

Do you respond pro-actively

Are they quantified and

Roles and responsibilities

Energy Management System Tools

Roles and Responsibilities

Preparation & Commitment

Decide on the level and content of any external communications related to

Identify, quantify, document and communicate the critical operating

Ensure that energy performance is taken into account in the procurement

Energy Management System Tools

Scope and Boundaries

Which parts of the organisation are included and excluded.

ergy Management System Tools

pe and boundaries details

d in the scope of the EnMS and which are not included.

re included and excluded.

its consumption is commonly managed in the same way as energy. An

Energy Management System Tools

Energy Management System Tools

ELECTRICITY GAS FUEL