unido enms expert training module 1 day 1 · enterprises on enms implement. int. exp to coach and...
TRANSCRIPT
UNIDO EnMS Expert Training
Module 1
Day 1LocationTrainers
2
TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Welcome
•Introductions•Overview of the 3 days•Purpose
- Improve energy performance
4
TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Basecamp
• We will be a project in Basecamp• Contact Information• Messages• Calendar• File Sharing
6
TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Trainingapproach 20 09:10 09:30
Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Overview of the UNIDO EnMS
Capacity Building Programme
Industrial Energy Efficiency UnitUNIDO
UNIDO Industrial Energy Efficiency Programme
Thematic focus areas• Energy management systems (EnMS) and standards• Energy systems optimization (steam, pumps, etc.)• Industrial energy and carbon benchmarking• Sub-sector, process and product specific low-carbon technology• Energy and Carbon Storage technologies
• Hydrogen technology applications (RE+H2, fuel-cells in industry & transport)• Carbon Capture & Storage technology in selected industrial sectors
• Renewable energy technologies for industrial applications
Operational in 12 countries; ongoing & planned activities in more than 30countries
UNIDO EnMS Programme
Operational
South AfricaMoldovaRussiaTurkeyIranMalaysia
ThailandViet NamPhilippinesEgyptIndonesiaEcuador
Total UNIDO Funds Total Co-Funding Total Project Funding
58 Mio US$ 456 Mio US$ 514 Mio US$
Ongoingdiscussion
UNIDO Industrial Energy Efficiency ProgrammeTaking a Comprehensive Approach
Objectives: To reduce GHG emissions & enhance competitiveness ofindustry through improved energy efficiency and the transformation of themarket for industrial energy efficiency products and services.
Project components1. Policy and institutional support2. Capacity building (EE service providers, vendors and enterprises)3. EE projects development and implementation4. Development of/ support to IEE investment supporting schemes (in
partnership with financing institutions)
UNIDO EnMS Capacity Building programmeElements, target groups and objectives
½ dayAwarenessWorkshop
2 day UsersTraining
ExpertsTraining
Target group:Top management
Objective:To achieve buy in forEnMS and SystemOptimization on theproject
Target group:Management repr.,energy managersand other personnelof enterprises/ org.
Objective:Enable to developand implement EnMS
Target group:EE consultants, ESCOs,ISO 14001 experts andothers
Objective:Enable to provide EnMSdev. & impl. technicalassistance and training
UNIDO EnMS Capacity Building programme• Envisaged scheduling
Preparation
months
Experts trainees work with partnerenterprises on EnMS Planning
Experts trainees work with partnerenterprises on EnMS Implement.
Int. Exp to coach and assist Int. Exp to coach and assist
0 3 6 11-12 16-18
½ dayWorkshops
2 day UsersTraining
ExpertsTraining
M1
2 day UsersTraining
ExpertsTraining
M2
2 day UsersTraining
ExpertsTraining
M3
Delivered byInternationalExperts
ExpertsTrainees(observing)and Partnerenterprises
Delivered byInternationalExperts
Module 1 (M1)Planning
Delivered byInt. & Nat.Experts
Traineesfromenterprises
Delivered byInternationalExperts
Module 2 (M2)Implementation &Checking
Delivered byNat. Experts
Traineesfromenterprises
Delivered byInternationalExperts
Module 3 (M3)Review
Qualification test
Delivered byInternationalExperts
EnvisagedPartnerenterprises &Expertstrainees first
UNIDO EnMS Capacity Building programme• Envisaged scheduling
months
Experts trainees work with partnerenterprises on EnMS Implement.
Int. Exp to coach and assist
11-12 16-18
Trained national EnMS experts provide technicalsupport to enterprises in EnMS development andimplementation
2 day UsersTraining
ExpertsTraining
M2
2 day UsersTraining
2 day UsersTraining
ExpertsTraining
M3
½ dayWorkshops
Delivered byInt. & Nat.Experts
Traineesfromenterprises
Delivered byInternationalExperts
Module 2 (M2)Implementation &Checking
Delivered byNat. Experts
Traineesfromenterprises
Delivered byInternationalExperts
Module 3 (M3)Review
Qualification test
Delivered byNationalExperts
Trainees fromenterprises
Delivered byNationalExperts
Trainees fromenterprises
Several national experts teaming withdemonstration plant to implement EnMS
Conflicting messages and styles can delayimplementation
Teams will match consultants and companies Consequences of not working together:
− Not included in national training program− Will not be certified as trainers or service
providers
Multiple Consultant Model
− Coaching of National Experts by International Experts− Coaching demonstration companies by national
experts Regular meetings: Monthly webinars for national experts by
international experts Bi-monthly meetings for demonstration plants
and national experts Website for posting deliverables and sharing
documents
Remote Coaching
See you in 15 minutes!
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TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Exercise 01: TeamBuilding
Leadership Compass
Step 1: Determine your work approach
Step 2: Define your direction
Step 3: Plan a vacation
Step 4: Characterize work style
Exercise Format
Step 1: Work Approach
1. Review the 4 approaches to work – North, South, Eastand West.
2. Determine which work style best describes you.3. Join your small group at the flip chart labeled with your
compass direction.
North: The “Get It Done” person
Approach to work•Assertive, Active, Decisive•Likes to be in control and determine the course of events•Quick to act, expresses urgency for others to act quickly also•Enjoys challenging people and situations•Thinks in terms of the “bottom line”•Likes a quick pace and the fast track•Courageous, Ambitious, and Confident•Perseveres – Not stopped by “NO”•Goal-centered, ambitious•Hardworking leader who is comfortable being in front•Value Words – “Do it now!” “I’ll do it.”
North: The “Get It Done” person
South: The Nurturer
Approach to work•Friendly, likeable team player•Allows others to feel important•Supportive, nurturing and caring towards colleagues•Willing to trust others’ statements at face value•Peace-loving, sympathetic, and helpful•Feelings-based, trusts own emotions and intuition as truth•Able to focus on the present moment•Process-centered•Generous, non-competitive and likes to build on the ideas ofothers•Value Words: “Right” and “Fair”
South: The Nurturer
East: The Visionary
Approach to work•Innovative, Creative and sees the big picture•Very idea oriented, focuses on future thought•Risk-taker, adventurous, spontaneous•Has insight into mission and purpose•Looks for overarching themes and ideas•Appreciates a lot of information•Strong spiritual awareness, free spirited, unconventional•Likes to experiment and explore•Value words: “Option” “Possibility”
East: The Visionary
West: The Analyst
Approach to work•Seen as practical, dependable, and thorough•Provide planning and resources to others•Moves carefully, deliberately, and follows procedures andguidelines•Use data to make logical and analytical decisions•Weighs all sides of an issue, balanced•Introspective, self-analytical, focused, reserved•Careful, thoroughly examines people’s needs in situations•Works well with existing resources – gets the most out of whathas been done in the past•Skilled at finding the fatal flaw in an idea or a project•Value Words: “Objective,” “Organized”
West: The Analyst
Step 2: Define your DirectionOn the flip chart:1.List what is really great about being your “direction”.
2.List what is really hard about being your “direction”.
You have 10 minutes!
Step 3: Vacation Planning1. Each group will plan a vacation. Describe the
vacation including what, where, how and why.You have 15 minutes!
2. Assign a spokesperson.3. Each group has 3 minutes to describe their
vacation.
Step 4: Work Style1. Brainstorm the best ways to work with your
“direction”. Choose the top 3 ways to work withyour “direction”.
2. Assign a new spokesperson. You have 10minutes!
3. Each group has 2 minutes to describe the top 3ways to work with your “direction”
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TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Management’s Role
•Without top managementcommitment, the EnMSwill not succeed!
•Top managementcontrols: priorities authorities resources
•Top management must beengaged and visible!
The foundation of management commitmentManagement commitment begins with buy-in tothe business value of a systematic approach toenergy management.Continued management commitment relies oncontinual refinement and communication of thebusiness value of energy management.Over time, the organization’s own achievementsand improvements will demonstrate the businessvalue of energy management.
It is imperative that energymanagement goals flowthrough the managementhierarchy from the topthrough middle managementto the employee on the frontlines, so that everyone has aclear understanding of theirroles and responsibilities inachieving those goals.
Organizational Reality
Management Commitment Connections
ManagementCommitment
Scope andboundaries
Roles andResponsibilitiesand resources
Managementrepresentative
Energypolicy
How does top management demonstratecommitment?
• Agree the scope andboundaries of the EnMS
• Establish energy policy• Roles and responsibilities• Allocate resources• Appoint management
representative• Approve formation of energy
management team• Communicate importance of
energy management
• Ensure objectives, targets,and appropriate ENPIs areestablished
• Consider energyperformance in long-termplanning
• Ensure measurement andreporting of results
• Conduct managementreviews
What are the responsibilities of the managementrepresentative?
• Plan, implement andcontinually improve theEnMS
• Develop energymanagement team
• Report to topmanagement on
• energy performance• performance of the energymanagement system
• Make sure energyplanning supports theenergy policy
• Define and communicateresponsibilities
• Determine how to ensureenergy managementsystem effectiveness
• Promote awarenessacross the organization
Reporting is key!
• Reporting is a key element in maintainingmanagement commitment
• Ongoing communication of successes buildsconfidence and buy-in
• Clear, concise information on results makesbest use of valuable management time
• Value-added information leads to informeddecision-making
Expert’s Role in Management Commitment
Develop strategies for topmanagement involvement andvisibility.
Promote ongoing refinement andcommunication of the business case.
Mentor the managementrepresentative
Ensure framework for reporting tomanagement is established andimplemented.
Implement management review as anaction-based process.
Typical Barriers
• Competing organizational priorities• Resource constraints• View of energy as overhead• “Aren’t we already doing this?”• “Not my job” mentality• Information overload
Value to the Organization
Aligns energy managementwith organizational prioritiesEnsures long-term
sustainability of the EnMSEncourages employee buy-in
and participationProvides visible
demonstration ofenvironmental leadership toexternal parties
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TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Scope and Boundaries
Scope and boundaries of the EnMS need to be Defined Documented
What Are You Including?
Property andBuildings
Energy Systemsand Process
Equipment People
EnMS
Is There Anything That is Not Included? Do you have a building or location that you are
not including? Do you have a process or product line you are
not including? Is there an area on which you do not have
energy information? Is there an area where you cannot gain
employee involvement or participation? Is there a different management team or decision
structure?
Scope and Boundaries
A clearly definedscope andboundary allowsthe organization toset clearexpectations andproperly focus theirefforts
Scope and Boundaries
Boundaries mayrepresent separatephysical spaces
Connections and Considerations
Top managementcommitment
Energy review coversthe scope
Competence awarenessand training cover thescope of the system
Were all energy sourcesconsidered?
Were other relationshipssuch as corporatepurchasing addressed?
Were other systems suchas ISO 9001 & ISO 14001considered?
Potential Barriers
Existing managementsystem only covers apart of the organization.
Corporate controlscertain functions such aspurchasing, or design.
Limited energy data.
Value to the organization
Allows the organizationto focus their efforts
Allows the organizationto focus their resources
Allows the organizationto clearly communicatethe expectations
Exercise
•Use scope and boundaries tab
•List all energy sources included and excluded
•List all buildings/facilities included
•Is water use included?
•Is transport included?
•Document reasons for excluding anything
See you in 45 minutes!
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TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Force field analysis (Lewin, 1951)
EnergyPerformanceOpportunity
(EnMSSystem)
Significant Improvement potential
Low investment
Good Training
Energy Cost Increase
Knowledge of plant
It is working OK Now
We have no money forInvestment
What improvement Potential?CSR
I haven't time for this FAD?
Behaviour change
55
TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20
Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Energy PolicySystem Driver• Management commitment• Legal and other compliance• Energy performance improvement• Energy objectives and targets
System Check• Energy planning• Training and communication• Operational controls• Procurement and design• Management review
Energy policy
States the organization’scommitments to:
• Continual energyperformance improvement
• Availability of informationand resources to achieveobjectives and targets
• Compliance with legal andother energy requirements
Energy policySupports the organization’s:
Purchase of energy-efficient products andservices
Consideration of energyperformance improvementin design
Energy policy basics
Defined andapproved by topmanagement
Appropriate for theorganization
Provides theframework forobjectives and targets
DocumentedCommunicatedRegularly reviewedUpdated as needed
Example
As an energy intense manufacturer of specialty glass, XYZ Companystrives to reduce its energy consumption and costs and promote thelong-term environmental and economic sustainability of its operations.We are committed to:Reduce energy use per unit of production by 25% in 10 years in ourmanufacturing operationsEnsure continual improvement in our energy performanceDeploy information and resources to achieve our objectives and targetsUphold legal and other requirements regarding energyConsider energy performance improvements in design and modificationof our facilities, equipment, systems and processesEffectively procure and utilize energy-efficient products and services
Communicating the Policy•Integral part of a management system awareness andcommunication program—First piece of the EnMS that thewhole organization is exposed to
•Post the policy throughout your facilities/work sites,incorporate in trainings, place on intranet, etc.
•Be creative in communication: backs of ID tags, on hardhats, in annual report, websites, paycheck stuffers, etc.
•Plan for how the policy will be communicated to part-timeand temporary employees and to contractors and suppliersworking on your site.
Typical Barriers
Too lengthy or complicated
Too many levels ofmanagement approval
Resistance to integrating theenergy policy with othermanagement system policies
Value to the Organization
• Visible statement of top
management commitment
• Sets strategic direction
• Establishes energy as a
priority
• Communicates energy
performance commitments
• Supports sustainability
Exercise
• Review/Update your energy policy• Ensure you include the items discussed here
where applicable• Are you missing anything?• Does each element help to improve energy
performance?• How long will it take to get approved?
See you in 15 minutes!
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TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Roles, Responsibilities and Authorities
• Developed and communicatedby the managementrepresentative with topmanagement support.
• Everyone has a role in andresponsibilities for energymanagement.
• Communication and training arekey to employee understanding.
• Elevate energy as abusiness priority
• Create a positive culture• Set the direction• Lead by example• Stay visible and involved• Evaluate and communicate
progress
Top Management
• Encourage employee collaboration• Set and achieve milestones and
deliverables for tasks• Be proactive!• Leverage what’s already in place• Communicate effectively• Focus continual improvement efforts
Management Representative
The Energy TeamTeam Member Qualifications• Chosen to ensure cross-
functional representation• Staff from the operational
level• Specifically chosen for their
operational knowledge,skills and aptitudes
• Knowledgeable aboutorganization culture
Team Responsibilities• Serve as advocates for
energy management• Gather, organize, and
disseminate data andinformation
• Assist in developingdocuments and processes
• Execute implementationtasks
• Provide a “reality check”
What are the most criticalissues and where are they inthe organization?Who has responsibility forenergy issues?Which managers are mostdirectly concerned withand/or potentially affected byenergy issues?
Who can issue policiesand/or allocate resources?Who can give credence toyour program?Who do employees trust?Who has strong operationalknowledge and experience?Who outside the fence lineshould be involved in EnMSdecisions?
Forming the Energy Team
Energy Manager• In some organisations, this may be the same person as themanagement representative
•Often not a full time job;•For example, maintenance or engineering manager or engineer•Probably a technical person with energy engineering knowledge
Role• Implement the EnMS• Owns the EnMS• Manages energy use• Acts as auditee for the
EnMS
Responsibility• Varies with organisation• Implementation• Energy budget• Reporting
Small/Medium organisationTop person
Finance Production QualityHealth and
SafetyEngineering
Roles may be combined For example the engineering manager might be responsible
for:• Engineering• Projects• Energy• Maintenance
He/she would be the senior management supporter and alsothe day to day operational driver of the EnMS
In very small organisations all of the above roles may becombined into one person.
Top person
Finance Production QualityHealth and
SafetyEngineering
Project Mgr
Maint Mgr
Util Mgr
Energy Mgr
Large organisation
Possibly a full time role for adedicated energy manager
ManagementRepresentative
Chairperson
CompanyAccountant
Financial perspective
Productionsupervisor
Production driver
EnvironmentalofficerEnv perspective
Productionengineer
Technical support
FacilitiesengineerTechnical support
EnergyManager
Coordinator
Sample energy management team
Composition will vary with organisation and cultureSize will varyThe energy manager may deputise for the mgmt repTeamwork
Establishes expectationsEnsures the most appropriate individuals are
performing tasksDecreases work duplication Improves efficiency of organization and teamsDecreases employee frustration
Value to the Organization—Defined Roles,Responsibilities and Authorities
• Unclear or insufficientauthority
• Supervisors or managerswho have not bought intothe process
• Insufficient time and/orresources
• Doing it alone• Not communicating
progress
• Bringing employees in atthe last minute
• Not communicating goodnews regularly
• Not using the “Keep ItSimple & Sustainable”(KISS) rule
Typical Barriers and Potential Pitfalls
• Take the time to develop a team dynamic• Provide training to the core and implementation
teams• Be willing to change team make-up based on
activities in each phase of implementation• Hold team members accountable for their roles and
responsibilities• Facilitate the implementation at the core team level• Delegate activities to the implementation team and
employee levels• Document and communicate the energy
management system value to the organization
Tips for Success
ExerciseIn your teams
Use the roles and responsibilities tab
Update for your organisation
It will need to be communicated, adjusted and
accepted.
This is critically important
It will need to be regularly updated and maintained
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TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Planning •How much energy am I using?•Where am I using it?•What Legal requirements are related tomy energy use?
•What Other requirements are related tomy energy use?
•Which are significant users?•What is driving it?•Who is influencing its use?•Do I need to have an energy audit?•System Optimization•Renewable energy options•Are there legal or other requirements?•Develop baseline & indicators•Set objectives and targets•Action Plans
Introduction
Detailed look at the planning part of anEnMSThis is the set up of the main part of your
systemRemember the purpose is to improve
energy performance, i.e. to save energy
What is planning?
We have a policy with management support,resources, strategic direction and committed team
members
We now want to translate this policy into an
action plan
for improved energy performance
Energy Planning
Legal andother
requirements
EnergyReview
EnergyPerformance Metrics
Objectives,Targets &
ActionPlans
1. Energy bill and sub-meterdata
2. Analyze past, presentand future energy use
7. Technical energy audits
8. Identify opportunities forimproved performance,
review and decide on actionplans
6. Review operationalcontrol for all SEUs
4. Identify Drivers, get dataand analyze SEUs
3. Identify and quantifySignificant Energy Users
(SEUs)
5. Develop baselines andPerformance indicators for
each SEU
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TopicDuration
(mins)Exercise
(mins)Break
durationStartTime
EndTime
DAY 1Registration 15 08:30 08:45Welcome and opening remarks 10 08:45 08:55Demonstrate Basecamp and set up contactinformation 15 08:55 09:10
Setting the Stage and Expert Training approach 20 09:10 09:30Break 15 09:30 09:45Exercise - Team Building - NSEW 10 70 09:45 11:05Management Commitment 20 11:05 11:25Scope and Boundaries 10 15 11:25 11:50Lunch 45 11:50 12:35Exercise - Barriers - Force Field Analysis 5 40 12:35 13:20Energy Policy 10 20 13:20 13:50Break 15 13:50 14:05Roles, Responsibilities and Authority 25 55 14:05 15:25Energy Management Planning Process 20 15:25 15:45Legal and other requirements 15 30 15:45 16:30TOTALS 2.42 3.33 1.50
Planning
Legal andother
requirements
EnergyReview
EnergyPerformance
Metrics
Objective,Targets &
Action Plans
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EvaluationEnsure
ConnectionsDevelop aRegistry
Identify
RegionalTrading
Schemes
National
Operationalcontrols
Records
Local Communication
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Legal Requirements
Examples
• Energy Act 2008, National Energy Efficiency Strategy and the Renewable• Strategy : For Mining and Industry: A Target Final Energy Demand
Reduction of 15% by 2015• The Department of Environmental Affairs looking at GHG emission
targets (already there is an emissions tax on new vehicles)• The DOE (in progress or under consideration)• Regulations around energy management plans (including energy
management opportunities/projects and self-imposed savings targets forlarge users),
• The reporting of energy consumption data to the DOE annually,• A provision for measures to be adopted in the event of energy shortage,• A mandatory standard on EE motors and appliance labelling for
household appliances etc
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Source: South Africa
Are there particular examples from your owncountry?
Are there online legal services available?
90
Other requirements
Determine what needs to be done to meet the otherrequirement
Develop a list of Other requirements
Identify the Other requirementsTax incentives Corporate energy policy Voluntary Agreements
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When Things Change
Remember - when activities, equipment, orprocesses change, legal and otherrequirements need to be checked!
Recognize relationship between regulatedactivity process owners and requirements.
When management changes review prioritiesand organizational commitments.
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Typical Barriers
Knowledge of theprocess
Knowledge of theregulations
Knowledge of theorganizationalcommitments
Requirements notcurrently implemented
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Value to the Organization Clear understanding of
regulatory requirements Clear understanding of and
related penalties/costs fornon-compliance
Registry of legalrequirements and otherrequirements for use
Evaluation records of legalrequirements
Clear accountabilities Clear communication
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Exercise – work on your legal andother requirements list
95
The EXAMINATION!
Tests
• 75 minutes• Answer all questions• Open book• No external communication
• Purpose of this test is to allow you and us to see strengths and weaknessesand to take corrective action.
• It does not count towards final result on the program.
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QXX Which of these is the most effective EnPI fora large refrigeration system? (circle the most
appropriate) (2 marks)1. The trend of the difference between thecondensing temperature and evaporatingtemperature.2. Coefficient of performance (COP)3. EnPI based on regression analysis of thecompressor electrical power against the coolingload and ambient wet bulb temperature4. Coefficient of system performance (COSP)
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QXX Reducing the demand for steam on a steamsystem (without affecting production output) whereboiler efficiency is used as an EnPI will improve the
energy performance of the steam system. (circlecorrect answer) (1 mark)
1. True2. False
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QXX Convert 1.28 TJ into MWh. (circle appropriateanswer) (1 mark)
1. 356 MWh2. 72 MWh3. 1376 MWh4. 0.82 MWh
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QXX An energy saving investment costs $1,000and will save $300 per year but increase
maintenance costs by $10 per month, what is itsIRR? (circle appropriate answer) (3 marks)
1. 5%2. 13%3. 3%4. 29%
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