50001 Ready Training Day 1

1. 50001 Ready TrainingDay 1

2. Time Table Day 1 8:00 am – 4:30 pm Day 2 8:00 am – 4:30 pm

3. Logistics • Restrooms • Cell phones and pagers • Emergency procedures • Smoke break area • Breakfast (if available) • Lunch • Breaks

4. Logistics - Continued • Questions and discussion are important. Bring them to the group! • Divide into teams of at least 4 people

5. It’s Great to Meet You! Let’s get to know each other so please…. State your name, company, position and What are you looking to take away from the class?

6. Learning Objectives

7. Learning Objectives

8. Learning Objectives

9. 50001 Ready TrainingValue of an Energy Management System

10. Energy Management System What is an Energy Management System?

11. For Lasting Energy Efficiency Make It Part Of What You Do Not Additional To What You Do

12. Projects vs. Energy Management System • In many cases “energy” is: • The responsibility of one group, usually facilities/maintenance • An additional task that someone has to do • A series of energy efficiency projects • An Energy Management System: • Is based on continuous improvement with set targets and objectives • Operational based with set procedures. • Team approach making everyone responsible • Still includes projects but as a means to meet goals. • ISO 50001 is the International Standard for • Energy Management Systems

13. ISO 50001 Desired Outcomes • Energy efficiency becomes part of an organization’s strategic planning • All levels of management ‘buy in’ to the concept of continuous improvement • The policy uses a dynamic energy action plan Organization Accounting Maintenance Operations Purchasing Management Energy Efficiency Policy Energy Efficiency Action Plan Suppliers, OEM vendors, service providers

14. ISO 50001 Benefits Executive management commits to EnMS Initial savings from low-cost investments Traditional project based approach Additional savings from capital improvements Energy Efficiency Becomes company culture Strategically invest to maximize energy savings Business as usual Identify, prioritize, and implement systematic, no/low-cost energy savings Capital Investment in energy efficiency technologies Continuous Improvement Corporate implementation of an energy management system Adapted from: Kahlenborn et al. (2012), based on Lackner & Holanek (2007)

15. Multiple 3M & Schneider Electric sites showed a 2x improvement vs internal business as usual ISO 50001: Increased Energy Performance

16. Value of 50001 Ready CERTIFY VERIFY SELF ATTEST Complete 25 steps in Navigator Self-attest to completion Report energy performance ANAB-accredited audit ISO 50001 certification 3rd party SEP Performance Verification audit Time required to complete: 12+ months Time required to complete: 12+ months Time required to complete: flexible 50001 Ready is part of a Pathway toward ISO 50001 Certification and (if desired) Validated Energy Savings in SEP

17. ENERGY FLOWS THROUGH SYSTEMS Why is a Systems Approach Important? Grid Transformer Variable Speed Drive electrical Clutch / Gears Motor mechanical Pump, Compressor, Fan Throttle End uses

18. Why is a Systems Approach Important? Component Retrofit or Systems Approach? Source: U.S. DOE MSMOA, table E-7

19. Navigator Overview

20. 50001 Ready Navigator Please connect to the Navigator https://navigator.lbl.gov/

21. 50001 Ready Tasks System Management Documentation and Records Communications Training Procurement Internal Audit Calculate Energy Savings Management Review Energy Review Data Collection Data Analysis Performance Indicators (EnPIs) Significant Energy Uses (SEUs) Relevant Variables Baselines, Objectives and Targets Improvement Opportunities Improvement Projects Planning Scope and Boundaries Energy Policy Management Commitment Energy Team Legal Requirements Continual Improvement Monitoring Measurement Operational Controls Corrective Actions Energy Consideration in Design Navigator Sections 50001 Ready Tasks

22. Navigator Dashboard

23. Navigator Task Details

24. Managing Tasks

25. PlanningNavigator Tasks – 1, 2 & 3Scope and Boundaries, Energy Policy,Management Commitment

26. Navigator Task 1 Scope and Boundaries • Identify the extent of activities, facilities, and decision structures to be included • Define site limits and/or organizational limits • Develop a scope and boundaries statement Coincides with ISO 50001 – 4.1

27. Navigator Task 3 Management Commitment Identify EnMS Benefits & business drivers Secure management commitment Brief top management on responsibilities Coincides with ISO 50001 – 4.2.1

28. Management Responsibilities • Establish Energy Policy • Assign Management Representative and Energy Team • Approve Scope and boundaries • Approve Objectives and targets • Approve EnPIs • Ensure adequate resources • Authorize monitoring and measurement • Perform management review • Support long-term planning • Communicate the importance of the EnMS

29. Navigator Task 2 Energy Policy • Develop the energy policy • Top management approves the policy Coincides with ISO 50001 – 4.3

30. Energy Policy The energy policy must state management’s commitments to: • Achieving continual improvement in energy performance • Ensuring the information and resources needed to meet energy objectives and targets • Complying with applicable legal requirements and other energy-related requirements In addition, the energy policy must support: • Purchasing of energy-efficient products and services • Energy performance improvement in design activities

31. Team Activity #1 • Does your company or facility have an energy policy? • Does it meet the requirements of 50001 Ready? • Who would modify the policy? How: Team discussion Time: 10 minutes What: Answer questions Record answers in notes section of Task 2 We will debrief as a full class

32. PlanningNavigator Task 4Energy Team

33. Navigator Task 4 Energy Team • Appoint a management representative • Identify energy team members • Obtain authorization for energy team • Assign team roles and responsibilities • Schedule regular energy team meetings Coincides with ISO 50001 – 4.2.1; 4.2.2

34. Management Representative Key Management Rep Responsibilities • Ensure EnMS is established, maintained & improved • Keep top management informed • Plan and direct activities with energy team • Ensure EnMS effectiveness

35. Energy Team • Develop multidisciplinary Energy Team: • Who are crucial members of this team? • Individuals with access to energy data • Individuals familiar with ISO management systems • What business units should be considered? • Engineering • Maintenance • Facilities management • Procurement • Quality • Environmental • Administration • Accounting/Finance

36. Team Activities Typical Team Activities • Develop energy policy • Complete energy review • Set objectives, targets, and action plans • Document the EnMS • Management rep should assign roles & responsibilities

37. Individual Team Member Actions • Potential Individual Roles & Activities: • Energy data gathering & analysis • Conducting energy assessments • Determining significant energy uses • Competency and awareness training • Managing internal audits Meeting Frequency • Team should meet regularly for assignments, status updates, etc. • Team size and meeting frequency may change over time

38. Team Activity #2 • If not, who should be involved in your energy team? Which roles/positions would be important to include on the team? • Have you identified a management representative? If so, what makes him/her a good choice? • Does your company or facility have an energy team? How: Group brainstorming Time: 10 minutes What: Answer questions Record answers in notes section of Task 4 We will debrief as a full class

39. PlanningNavigator Task – 5Legal Requirements

40. Navigator Task 5 Legal Requirements • Identify and access applicable legal requirements • Identify and access other energy requirements • Establish a process for evaluating and updating requirements • Establish a schedule and assign responsibilities • Conduct compliance evaluations • Ensure records of results are maintained • Coincides with ISO 50001 – 4.4.2

41. Energy ReviewNavigator Tasks 6 & 7Data Collection and Analysis

42. Navigator Task 6 Data collection Identify energy sources Identify energy uses Identify and collect data • Coincides with ISO 50001 – 4.4.3(a)

43. Identify data needs Energy sources = consumption Energy use = facilities, systems processes, equipment Collect data Utility bills Equipment nameplates Submeters Enter data in central location Not required by 50001 but recommended At least 24 months to demonstrate improvement Data Collection

44. Navigator Task 7 Data Analysis • Determine analysis method(s) and assign responsibilities • Analyze past/present energy use and consumption • Prepare a list of equipment and systems

45. Analyze Energy Use & Consumption Start with the questions… What are my – • Energy sources, e.g. gas, electricity, coal? • Energy uses, e.g. tools & processes? • Past & present consumption levels? What are the – • Energy trends? • Predictions for future? • Benchmarks? Data – • What do we have? • What do we need? • Where is it? ? ? ?

46. Analyze Energy Consumption Identify all energy sources that cross the fence line Utilize flow charts to identify energy sources

47. Analyze Energy Consumption

48. Analyze Energy Use Use energy source data to guide development of energy uses • Best Practice = Energy Balance

49. Energy Balance: Example

50. Uses of Energy Data • Determine significant energy uses • Identify relevant variables • Develop energy performance indicators: quantify improvement in energy performance • Measure effectiveness of action plans • Evaluate actual vs. expected energy consumption Energy data is needed to: