This presentation, the second in a three part series was presented by Dr. Mike Brogan, COO of Enerit (www.enerit.com) at a seminar entitled CYS EN ISO 50001 in Cyrpus in April 2014. The presentation covers the following areas; *What is Systematic Energy Management? Proven Benefits *Main Requirements of CYS EN ISO 50001 *Implementation of CYS EN ISO 50001 Energy Management System *Case Studies *How ICT Helps *How do I get started? *Where am I now? *And what do I do next?

1. CYS EN ISO 50001
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2. CYS EN ISO 50001
Is proven to generate Significant Energy Savings !
Thursday 10th April 2014
University of Nicosia
Cyprus

3. Agenda – Session 2
9:50 – 10:40
What is Systematic Energy Management?
Proven Benefits
Main Requirements of CYS EN ISO 50001
o Coffee Break
11:00 – 11:45
Implementation of CYS EN ISO 50001 Energy
Management System
11:45 – 12:30
Case Studies
How ICT Helps
How do I get started?Where am I now? And what do I do
next?

4. Implementation of ISO 50001

6. Question
What do you think is your biggest
barrier to implementing ISO 50001?

7. Questions for the Day…
 How is your company organized to address energy - - formal
system? informal system? designated corporate energy manager?
 Have you set energy performance goals within the company?
What do they look like?
 Have you conducted energy audits - if so, how have they been
conducted and what benefits have you realized?
 What types of energy reduction projects have you pursued or are
you planning? Have significant ROI's been realized on any of these
projects?
 What system linkages have you created between GHG and energy
throughout your organization?
 Have you considered establishing a formal EnMS and seeking
certification of this system? Under ISO 50001?
 What types of information systems are you using to track and
manage energy performance? Is it effective/efficient? What would
you like to change about data processing?

8. Management Responsibility (4.2)
Secure Commitment fromTop Management
o Build the Business Case : 6 – 37% savings possible! (previous
presentation)
Set Energy Policy
o statement of overall intentions and direction related to
energy performance formally expressed by top
management
o The energy policy provides a framework for action and for
the setting of energy objectives and energy targets.
• Similar to ISO 14001 but best to have a separate policy document

9. Scope & Boundaries
Scope:
facilities?
Operations / activities?
Transport energy included?
Are water and gas flows such as nitrogen managed using
this management system?
Boundaries:
What parts of the site are included?
Are all buildings and processes included?
Are other sites included?
What parts of the site or locations are not included?

10. Why are some companies more
successful than others
Operational
Level
Technical
Energy Manager
Facilities Mgr
Production Mgr
Environmental Mgr
Strategic Level
CEO’s
Senior Managers
Commitment
Resources
People
Systems
Review/Set objectives

11. A good plan
Operational
Level
Programme Management
Energy Manager
Facilities Mgr
Production Mgr
Strategic Level
CEO’s
Senior Managers
Sign off the plan
Provide resources
People Management
Project Management
Company targets
Programme Plan

12. 14
All have a Role
• Chief Executive
o Commitment, Leadership
• Production Managers
o Holds departmental budgets
• Chief Engineer
o Designs process, facilitates
production
• Energy Manager
o Investigates, monitors,
facilitates
• Line Personnel
o Use and save energy
TheTeam:
o Nominate an energy
manager (project
champion)
o Establish an energy
steering group
o Improve communication
& awareness

13. Energy Manager/Project Champion
Promote projects within the company
Develop the action plan
Identify, train and co-ordinate teams
Discuss resources and timescales with senior
management
Measure progress
Report frequently, simply and clearly
Promote project successes

14. Energy Steering Group
• Senior Management
• Production Managers
• Engineering Manager
• Project Champion
• Finance/Quality People
Purpose:
• To discuss weekly, monthly,
quarterly performance
• To discuss actions
necessary to improve
performance
• To allocate specific tasks to
members of the team
• To assess success of actions
• Meets every 1-2 months to
review progress

15. 4.4 Energy Planning (see also previous presentation)
Analyze energy use and
consumption
Determine significant energy
uses
Determine opportunities for
improving energy performance
(record and prioritize)

16. Analyse Energy consumption
Collect,Track, and Analyze Energy Data
o Current and past energy use
o Estimate future energy use

17. Significant Energy Use
• Consider:
o Facilities
o Systems
o Equipment
o Processes
o Personnel
o RelevantVariables
“Energy use accounting for
substantial energy consumption
and/or offering considerable
potential for energy performance
improvement”
Use to Establish priorities for energy management, energy
performance improvement and resource allocation.

18. Identifying Significant Energy Use
• Use available data, e.g.
o Bills, existing meter data
o Existing energy audits
o Existing Engineering
studies
o Industry Benchmarks
o Equipment inventory
and data (ratings)
o Maintenance logs
o Sankey diagrams
• Considers # of “SEU”s
o Each requires proof of:
• competency and training,
procurement, operational
controls, and monitoring and
measurement.
The energy review can be
improved as the organization
gains more experience with
energy data management and
decision making based on
energy data analysis.

19. Identifying Opportunities
• Suggestions
• Energy audits
• Team meetings
• Brainstorming workshops
• Benchmarking
• Energy saving tips
• Review case studies
• Listen
• Metering reviews
• Maintenance reports
• Review new technologies
• Seminars, conferences
• Engineering analysis
techniques and modelling
• Lean, Six Sigma, Kaizen

20. Prioritise opportunities
Consider:
• Estimated energy savings
• business impacts/priorities
• Return on Investment
• Cost
• Complexity
• Environmental impacts
• legal requirements
• Risk
• Funding
• Non-energy benefitsOrganisation decide
on its own criteria

21. Establish a Baseline
Outlines current energy performance
Predicts future energy performance
Provides benchmarking method
the time period should be
representative of the variation in
operations (e.g., seasonal
production, occupancy, etc.)
The energy baseline is the reference for measuring energy performance over time.

22. 4.4.5 Energy Performance
Indicators (EnPIs)
Simple metrics such as monthly or annual
energy consumption
simple ratios e.g. kWh/tonne, Btu/ton, Kwh/m2
(used with caution)
a complex model e.g. regression analysis of
energy consumed against appropriate variables

23. Energy Performance Indicators (EnPI)
Defined at:
Facility level
System level
Process level
equipment level
Consider measurement and monitoring
o what data are currently available
relevant energy performance
o executive  facility-wide EnPI
o Operations manager  product line EnPI

24. Set Objectives &Targets
O&T and actions should be
SMART
Transforming
Policyinaction

25. Energy Management Action Plans
There should be clear:
Assignment of responsibility for actions
schedule for planned actions
summary of actions to meet O&T
Visibility of progress towards objectives and targets
There must also be resources (human, technical and financial)
to achieve the O&Ts
Patton said ...
"A good plan implemented today is better
than a perfect plan implemented tomorrow.”

26. Implementation and Operation (DO)
The “DO” part (PDCA)
Competency,Training and Awareness
OperationalControl
Design
Communication
Procurement
Documentation and Document Control

27. Communication
The energy strategy?
Energy usage and costs?
Energy projects?
Are staff aware of:
The impact they have on energy costs?

28. Communication
bulletins or newsletters
shift meetings
general awareness training
kick-off meeting/workshops
presentation by top management
intranet postings
display boards
corporate branding around energy use
posters;
labelling of equipment, processes and systems;
incentive programmes and reward schemes;

29. Competency,Training and Awareness
• Awareness of activities
relating to energy use
• Understand the
impacts of operational
and maintenance
controls • Improve competency
through training,
mentoring and
coaching
• Review existing training
for personnel working
on SEUs.

30. External Communication
Demonstrate:
meet legal or other requirements
customers and suppliers
satisfy investors
leadership in energy performance and
energy management

31. Documentation
Documentation
Modify existing documents if possible
Simple, easy to understand and maintain

32. Operational Control (from previous session)

33. Operational Control
Procedures Based
o Procedures and instructions
o Equipment logbook or PM Schedule
Technology Based
o Control, alarm or alert systems
o Computer automated activities
o Preventive maintenance system
Training Based
o Maintenance training
o Operations training
o Contractors training

34. Design (new to ISO 50001)
Facilities, Equipment, Systems, Processes
o New, Modifying, Renovating
best available energy efficient techniques, practises and emerging
technology trends.
Design process includes most efficient design and operational
outcomes
o design (from conceptual to detailed design);
o tendering and procurement
o Construction
o Commissioning
o handover to operations.

35. Procurement (new to ISO 50001)
Consider Energy performance when purchasing:
Energy Services
o Energy consultancy, ESCOs, Energy service providers,Training, Energy
auditing
• Services include Maintenance contracts, technology advice, design,
construction and commissioning
Products & Equipment
o Life cycle costs includes purchase, install, operate, maintain, and
dispose
o Operating costs include energy costs for example, energy efficient
motors generally cost more to buy than less efficient motors but the
savings in energy may exceed the additional capital costs.
Energy
o quantity, quality, delivery, price, contract period, flexibility, reliability

36. Checking
Monitoring, measurement and analysis..
o of key characteristics of energy performance
Improvement and operational control
Define an Energy Measurement Plan
• What, How,Who is measured and monitored?
• What and how are deviations managed?
• Identify any future measurement needs?
• Record results…

37. Checking
InternalAudits
• Management - check all parts of EnMS meeting ISO
50001 requirements and identify improvements
• Technical – identify improvements in energy
performance
– Use existing ISO 14001 / ISO 9001 teams and experience
Nonconformities & CAPA
• Review of compliance and Internal audits above
• Review of O&T and Energy management plan

38. Checking
Evaluate compliance with legal and other
requirements
o E.g. EPBD, building energy codes, org. guidelines,
customer contracts
• Carried out a planned intervals & Record results
• Help from environmental teams
Control of Record
o Maintain record
o Demonstrate document control
• available in quality and environmental systems

39. Management Review
Reviewing all of the above!
Monitoring, Measurement and Analysis
Evaluation of Compliance
InternalAudit
Non-Conformance, Correction, Corrective and
PreventiveAction
Control of Records

40. Typical Problems
Apathy
o "There are seven days in the week
and SOMEDAY isn't one of them.“
• Shaquille O’Neil
Lack of ownership and accountability
Data errors or too much data
o Analysis paralysis
Lack of resources

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