Toh Kok Chuan Principal Research Scientist, Energy ... Kok Chuan.pdf · 4.4 Energy Planning - Energy Review and Baseline ... Appointment of energy manager prepare report ... ISO 50001

Toh Kok Chuan Principal Research Scientist, Energy Research Institute @NTU

Chairman, National Technical Committee on Energy Management, SPRING Singapore

10th October 2013

ISO TC242 and NTC on Energy Management ISO 50001 – Energy Management System (EnMS) ISO EnMS Standards Under Development ISO 50002 – Energy Audits ISO 50003 – EnMS Auditing ISO 50004 – Guidance for EnMS Implementation ISO 50006 – Energy Baselines and Energy Performance

Indicators ISO 50015 – Measurement and Verification of Organisation

Energy Performance

Energy Conservation Act – Role of ISO Standards Concluding Remarks

National Energy Efficiency Conference 2013

Scope: Standardization in the field of energy management, including for example: energy efficiency, energy performance, energy supply, procurement practices for energy using equipment and systems, and energy use as well as measurement of current energy usage, implementation of a measurement system to document, report, and validate continual improvement in the area of energy management.

o Comprise: 50 participating countries (incl. Singapore); • North America: Barbados, Canada, Mexico, St. Lucia, US • South America: Argentina, Brazil, Chile, Columbia, Ecuador, Peru, Uruguay • Europe: Denmark, Finland, France, Germany, Ireland, Italy, Montenegro, Netherlands,

Norway, Poland, Portugal, Slovakia, Spain, Sweden, Turkey, UK • Asia: Australia, China, India, Indonesia, Iran, Israel, Japan, Kazakhstan, Korea, Malaysia,

Pakistan, Russia, Singapore, Thailand, Yemen • Africa: Egypt, Kenya, Mauritius, Morocco, Namibia, Nigeria, South Africa, Tunisia, Zimbabwe

o 18 observer countries; 5 liaison organisations (EVO, IPIECA, OLADE, UNIDO, WEC)

o Experts drawn from: industry, commercial buildings, energy efficiency organizations, standards authorities, energy service providers, government agencies, energy management practitioners, and conformance and energy auditing firms


Mirror Committee to ISO TC242


Energy Standards Committee

(ENSC)

NTC Energy Management

WG1

Energy Management

WG2

Energy Performance

Metrics

JWG3 (TC242/TC257)

Measurement & verification of

organizational energy performance

WG 4

Opportunities for improvement

Liaison with EESC, EVSC, CSC, BCSC,

MSSC, ITSC


o ISO 50001 launched on 15 June 2011 o SS ISO 50001 launched on 4 August 2011 o Guidance standards complementing ISO 50001 currently

being developed – targeted for launch in 2014


Enables: Organizations to establish the systems and processes necessary to improve energy performance, including energy efficiency, use and consumption.

Benefits: All types and sizes of organizations irrespective of geographical, cultural or social conditions.

Applies to: All activities under the control of the organization.

Requires: Commitment from all levels and functions of organization, especially top management.

Can be: Tailored to fit the requirements of an organization – including the complexity of its systems, degree of documentation, and resources.


4.3 Energy Policy

4. 2 Top Management Commitment

Management Rep/Team

4.4 Energy Planning - Energy Review and Baseline - Energy Performance Indicator - Objectives and Targets - EnMS Action Plans

4.5 Implementation and Operation - Competence and Training - Awareness and Communication - Documentation and Control - Design and Procurement

4.6 Checking Performance - Monitoring, measurement & analysis - Legal and other requirements - Internal audit of EnMS - Dealing with nonconformities - Control of Records

4.7 Management Review - Inputs - Outputs

P-D-C-A Continuous Improvement Model

Plan

Do

Check

Act


Integrated Management

System Suite

ISO 14001 Environmental Management

System

OHSAS 18001 Occupational Health &

Safety Management System

ISO 50001 Energy

Management System

ISO 9001 Quality

Management System

Common P-D-C-A Model


o ISO 50002 - Energy audits (DIS)

o ISO 50003 – Energy management systems – Requirements for bodies providing audits and certification of energy management systems (DIS)

o ISO 50004 – Energy management systems - Guidance for the implementation, maintenance and improvement of an energy management system (CD3)

o ISO 50006 – Measuring Energy Performance using Energy Baseline and Energy Performance Indicators - General Principles and Guidance (CD2)

o ISO 50015 – Measurement and Verification of Organizational Energy Performance - General Principles and Guidance (DIS)

Working Draft

(WD) Committee Draft (CD)

Draft International

Std (DIS)

Final Draft International

Std (FDIS)

Stages in Standards Development



Scope Applies to an energy audit carried out in relation to energy performance and specifies the requirements, common methodology and deliverables for energy audits. It covers all forms of establishments and organizations, all forms of energy and uses of energy. Energy Audit Principles o Energy Auditor

Competency Confidentiality Objectivity

o Energy Audit Process Defined scope, boundary and audit objective Measurements appropriate to energy uses Data is representative and traceable Improvement opportunities based on economic analysis


Performing an Energy Audit Planning (objective, boundary, schedule) Start-up Meeting Data measurement plan Data collection Field work (portable instruments, observe operation practices) Analysis (data reliability, existing performance, improvement

opportunities) Report Final Meeting

5.2 Energy Audit

Planning

5.3 Data Measure-

ment Plan

5.4 Start-up Meeting

5.5 Data

Collection

5.6 Field Work

5.7 Analysis

5.8 Report

5.9 Closing

Meeting


Assessment Levels (Informative) o Level 1 (small facilities, identification of no/ low cost

opportunities) o Level 2 (detailed energy audit to enable energy savings

recommendations) o Level 3 (Level 2 plus investment grade cost / benefit analysis

for major energy saving projects) Similar to EASe Levels I, II, III assessments


o Standard is in two parts:

o Specifies additional requirements over ISO/IEC 17021:2011 – Conformity Assessment – that are required for EnMS audits

EnMS Auditing Process Requirements • Audit plan – Scope of

audit • Audit team selection –

Skills required • Minimum time for audit

Auditor Competence Requirements • General competence • Sector-specific

competence


o 3 categories of guidance needed:

No experience with an EnMS – need guidance on implementation and development of an EnMS

EnMS established and operating – is it functioning and delivering energy performance improvements?

Have a functioning EnMS – how to improve upon and further develop the management system model

Implementation

Maintenance

Improvement


o Offers Practical Help Boxes for almost all major requirements of ISO 50001.

o Annexes (Informative) covering:

Implementation checklist Examples of energy policy Examples of energy review – Manufacturing Examples of Action Plan Examples of a measurement plan Relationship between energy uses, assoc objectives, targets,

action plans, EnPIs, Operational controls, monitoring & measurements


Scope Provides guidance to organizations on how to meet the requirements of ISO 50001 related to the establishment, use and maintenance of energy performance indicators (EnPIs) and energy baselines (EnBs) as part of the process of measuring energy performance. In particular on: - How to identify relevant EnPIs? - How to establish, use and maintain EnPIs and EnBs?


Definitions of Energy Performance, Energy Baselines and Energy Performance Indicators

Energy Baselines (EnBs) a quantitative reference providing a basis for comparison of energy performance

Energy Performance Indicators (EnPIs) the quantitative value or measure of energy performance, as defined by the organization

Energy Performance Measureable results related to energy efficiency, energy use and energy consumption


Relationship between Energy Performance, EnPIs, Energy Baselines and Energy Targets

EnPI

EnB (Energy Baseline)

Target

Bas

elin

e(b

asel

ine

peri

od)

Curr

ent

EnPI

valu

e(R

epor

ting

per

iod)

TargetAchieved !

- Energy consumptionex; GJ, kWh

- Energy efficiency> Specific Energy Ratio (SER)

ex; GJ/t, kWh/unit> Energy Intensity (EI)

ex; GJ/ US$, GJ/t> Energy (conversion) efficiency

ex; %

- Peak powerex; kW

Energy Performance

- Energy useex; percent of energy use

EnPI


Target

Bas

elin

e(b

asel

ine

peri

od)

Curr

ent

EnPI

valu

e(R

epor

ting

per

iod)

TargetAchieved !

EnPI


Target

Bas

elin

e(b

asel

ine

peri

od)

Curr

ent

EnPI

valu

e(R

epor

ting

per

iod)

TargetAchieved !

EnPI


Target

Bas

elin

e(b

asel

ine

peri

od)

Curr

ent

EnPI

valu

e(R

epor

ting

per

iod)

TargetAchieved !

EnPI


Target

Bas

elin

e(b

asel

ine

peri

od)

Curr

ent

EnPI

valu

e(R

epor

ting

per

iod)

TargetAchieved !

EnPI


Target

Bas

elin

e(b

asel

ine

peri

od)

Curr

ent

EnPI

valu

e(R

epor

ting

per

iod)

TargetAchieved !

- Energy consumptionex; GJ, kWh

- Energy efficiency> Specific Energy Ratio (SER)

ex; GJ/t, kWh/unit> Energy Intensity (EI)

ex; GJ/ US$, GJ/t> Energy (conversion) efficiency

ex; %

- Peak powerex; kW

Energy Performance

- Energy useex; percent of energy use


Measurement of Energy Performance

Cl. 4.2

Cl. 4.3

Cl. 4.4

Cl. 4.5

Cl. 4.6


Quantifying Changes in Energy Performance - Concept of EnPI in Baseline Period and Reporting Period

Ener

gy c

onsu

mpt

ion

Reporting periodBaseline period time

Total energy consumption of each period

EnPI

Ener

gy c

onsu

mpt

ion

EnBTarget

Base

line

Curr

ent E

nPI

Ener

gy c

onsu

mpt

ion



Ener

gy c

onsu

mpt

ion



EnPI

Ener

gy c

onsu

mpt

ion

EnBTarget

Base

line

Curr

ent E

nPI

EnPI

Ener

gy c

onsu

mpt

ion

EnBTarget

Base

line

Curr

ent E

nPI

EnPI

Ener

gy c

onsu

mpt

ion

EnBTarget

Base

line

Curr

ent E

nPI

EnPI

Ener

gy c

onsu

mpt

ion

EnBTarget

Base

line

Curr

ent E

nPI

EnPI

Ener

gy c

onsu

mpt

ion

EnBTarget

Base

line

Curr

ent E

nPI


Types of EnPIs

EnPI Type Examples

Measured Energy Value

• Energy consumption for lighting • Fuel consumption of boilers • Electricity consumption during peak hours

Ratio of Measured Values

• kWh/ton of production • kWh/m2 of floor space • liters of fuel per passenger kilometer • Conversion efficiency of a boiler (%)

Statistical Model

• Model of production facility with two or more product types • Model of hotel with variable occupancy rate and outside

temperature

Engineering Model

• Systems where simulations enable adjustment for changes in relevant variables and their interactions.

• Model of electricity consumption of a chiller using cooling demand outdoor (condensing) and indoor (evaporating) temperature

• Whole building models


Other Issues related to EnPIs and EnBs o Defining EnPI Boundaries

- Physical, System-related, Organizational

o Target Management Level or Users - Top Management, Energy Manager, Plant or Facility Manager,

Operational or Maintenance Personnel

o Influence of Static Factors (e.g. change in product type, number of shifts per day, occupancy pattern or floor area of building, etc.)

o Data gathering for establishing EnPIs and EnBs: measurement accuracy, frequency and quality (refer also to ISO 50015)

o Determining when energy baselines should be normalized

o When should EnPIs and EnBs be changed/adjusted? (e.g. change in energy use, new process or other operational changes, or arising from management review, etc.)


o Scope: Establishes general principles and guidelines for the process of Measurement and Verification (M&V) of energy performance of an organization or its parts

o Overall aim of M&V: To provide confidence to interested parties that results are credible

o Key principles: accuracy and management of uncertainty transparency and reproducibility of process good data management competence of M&V practitioner impartiality confidentiality appropriate methodology


o M&V Plan: 5 basic steps Establish and document the plan Acquire data according to requirements Verify implementation of energy performance improvement

actions (EPIAs), if any Conduct M&V analysis according to specifications Report M&V results and issue documentation

Establish and

document M&V plan

Acquire data

Verify the implementation of EPIAs, if any

Conduct M&V

analysis

Report M&V results and issue documentation


o Key Requirements

Registrable corporation (Div. 2, Cl. 22)

Periodic reporting of energy use (Div. 2, Cl. 27)

Records to be kept (Div. 2, Cl. 28)

Energy efficiency improvement plans (Div. 2, Cl. 29)

Appointment of energy manager (Div. 2, Cl. 30)

Monitoring compliance (Div. 3, Cl. 34)


ECA Requirements Relevant ISO Standard

Registrable corporation industry or industry sector business activity or type of premise energy use threshold

• ISO 50001: EnMS (applicable for all

organisations and sectors) • ISO 50015: M&V

Periodic reporting of energy use energy consumption energy production GHG emissions

• ISO 50001: EnMS • ISO 50006: Energy Performance

Indicators (EnPIs) and Energy Baselines (EnBs)

Records to be kept consumption, production, GHG EE improvement plans monitoring compliance

• ISO 50001: EnMS • ISO 50004: EnMS Guidance • ISO 50002: Energy Audits • ISO 50003: EnMS Audits


ECA Requirements Relevant ISO Standard

Energy efficiency improvement plans information on implementation prescribed intervals/ period rectifications/ re-computation

• ISO 50002: Energy Audits • ISO 50006: EnPIs and EnBs • ISO 50004: EnMS Guidance

Appointment of energy manager prepare report/ submissions maintain records prepare and implement EE

improvement plans training and education promote energy conservation efforts

• ISO 50001: EnMS (under

Management Representative) • ISO 50004: EnMS Guidance

Monitoring compliance examine activities conducted empowered to take readings from

meters/ instruments may operate or enable operation of

equipment containing information

• ISO 50003: EnMS Audits • ISO 50015: M&V

ISO TC242 is developing a suite of standards that will complement the ISO 50001 international energy management system (EnMS) standard

ISO 50004 will provide additional guidance to organizations interested in implementing an EnMS or improving upon their EnMS

ISO 50003 specifies requirements for the competence, consistency and impartiality in the EnMS auditing and certification process.

Three other technical standards are in the works. ISO 50002 sets out minimum requirements for an energy audit. ISO 50006 provides guidance to organizations on how to establish, use and maintain energy performance indicators (EnPIs) and energy baselines (EnBs). ISO 50015 establishes a common set of principles and guidelines to be used for measurement & verification (M&V).

The recently enacted Energy Conservation Act (ECA) can benefit from these ISO standards as they provide a globally acceptable process for most organizations and major industrialized economies.


Documents

Toh Kok Chuan Principal Research Scientist, Energy ... Kok Chuan.pdf · 4.4 Energy Planning - Energy Review and Baseline ... Appointment of energy manager prepare report ... ISO 50001