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Transferring European VET Structures to cover skill needs in Energy Efficiency Sector x x

Transferring********** European*VET*Structures* to*cover ...€¦ · 0!! Transferring***** European*VET*Structures* to*cover*skill*needs*in***** Energy*Efficiency*Sector* x! x!

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Page 1: Transferring********** European*VET*Structures* to*cover ...€¦ · 0!! Transferring***** European*VET*Structures* to*cover*skill*needs*in***** Energy*Efficiency*Sector* x! x!

 

0    

Transferring                    European  VET  Structures  to  cover  skill  needs  in                            Energy  Efficiency  Sector  

x  

x  

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EFFiVET   Training   Guide      

1      

Training  Guide  

 1.  Introduction  ........................................................................................................................................  1  

2.  Qualification  structure  ........................................................................................................................  2  

3.  Curriculum  ...........................................................................................................................................  3  

4.  Learning  units  ......................................................................................................................................  4  

5.  Methods  of  assessment  ....................................................................................................................  18  

6.  Glossary  energy  efficiency  ................................................................................................................  20  

 

 

1.  Introduction  

In   December   2012   the   Directive   2012/27/EU   on   Energy   Efficiency   was   approved.   The   Directive  establishes   a   common   framework   of   measurements   for   the   promotion   of   EE   within   the   Union   in  order  to  ensure  achievements  of  the  Union's  2020  20%  headline  target  on  EE  and  pave  the  way  for  further  EE  improvements  beyond  that  date.    

Article   8   of   the  Directive   encourages  member   states   to   promote   training   programmes   in   order   to  facilitate  sufficient  availability  of  experts.  

The  analysis  of  the  European  EE  market  shows  that  there  are  existing  technologies  which  can  provide  the  optimization  in  the  use  of  energy.  

On  the  other  hand,  it  is  also  clear  that  there  is  a  big  gap  between  the  available  technologies  and  the  availability   of   experts   with   the   knowledge   and   qualification   for   applying   those   technologies.  Furthermore,  at  European  level,  there  is  not  a  well-­‐defined  qualification  for  energy  managers.  

Taking   into   account   this   situation   and   forecasting   the   exponential   demand   of   these   experts   the  project  aims  to  establish  a  qualification  of  an  energy  efficiency  manager  in  order  to  accomplish  with  the  needs  of  the  directive.  This  will  be  done  by  investigating  the  needs  on  the  market,  developing  a  competence  profile  and  then  creating  a  curriculum  with  detailed  learning  units.    

   

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EFFiVET   Training   Guide      

2      

   2.  Qualification  structure  

The  qualification  “Energy  efficiency  Manager”  is  designed  as  a  vocational  educational  training  and  is  assigned  to  the  European  Qualifications  Framework  (EQF).  

The  EQF  aims   to   relate  different   countries'   national   qualifications   systems   to   a   common  European  reference  framework.  The  core  of  the  EQF  concerns  eight  reference  levels  describing  what  a  learner  knows,  understands  and  is  able  to  do  –  'learning  outcomes'.  

The  qualification   “Energy  efficiency  Manager”   refers   to   level  6-­‐7  which  means   the   training  aims  at  the  following  level  of  learning  outcomes:  

Level   Knowledge   Skills   Competences  

Level  6    

Advanced  knowledge  of  a  field  of  work  or  study,  involving  a  critical  understanding  of  theories  and  principles  

Advanced  skills,  demonstrating  mastery  and  innovation,  required  to  solve  complex  and  unpredictable  problems  in  a  specialised  field  of  work  or  study  

Manage  complex  technical  or  professional  activities  or  projects,  taking  responsibility  for  decision-­‐making  in  unpredictable  work  or  study  contexts;  take  responsibility  for  managing  professional  development  of  individuals  and  groups  

Level  7  

Highly  specialised  knowledge,  some  of  which  is  at  the  forefront  of  knowledge  in  a  field  of  work  or  study,  as  the  basis  for  original  thinking  and/or  research  

Critical  awareness  of  knowledge  issues  in  a  field  and  at  the  interface  between  different  fields  

Specialised  problem-­‐solving  skills  required  in  research  and/or  innovation  in  order  to  develop  new  knowledge  and  procedures  and  to  integrate  knowledge  from  different  fields  

Manage  and  transform  work  or  study  contexts  that  are  complex,  unpredictable  and  require  new  strategic  approaches;  take  responsibility  for  contributing  to  professional  knowledge  and  practice  and/or  for  reviewing  the  strategic  performance  of  teams  

 

The  qualification  is  therefore  aimed  at  applicants  who  have  a  technical  university  degree  or  who  can  prove  3  years  of  specific  professional  experience  in  the  energy  sector.  It  is  suggested  that  all  applicants  fulfil  these  requirements  to  be  admitted  for  the  training.      

 

 

   

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EFFiVET   Training   Guide      

3      

   3.  Curriculum    

 UNIT    

MODULE   LEARNING  UNITS   HOURS  

 1.   Basics   of   energy  efficiency  management          

 1.1.   Law,   Economics,   Politics,  Funds        

1.1.1.   National   and   European   Energy   legislation/  Rules  and  Standards    

3  

1.1.2  National   and  European  Regulations   (e.g.   ISO  5000)  and  environmental  issues    

3  

1.1.3.  Global  Energy  Market     3  

1.1.4  Funding     3  

1.2  Technical  basics   1.2.1  Basics  energy  efficiency  (1)   10  

1.2.2   Basics   energy   efficiency   (2):   Products   and  solutions  regarding  energy  efficiency   10  

  32  2.  Planning  and  Implementation  of  EEF  measures  

   

2.1  Project  management  &  management  systems     5  

2.2  Safety  and  environmental  protection     3  

2.3  Collection  of  Data  and  Information     8  

2.4  Energy  data  analysis     6  2.5  Calculation  of  energy  saving       8  2.6  Calculation  of  profitability/evaluation  

  8  

2.7  Presentation  of  results     4  2.8  Action  plan       8  

2.9  Monitoring       5  

2.10  Documentation       5  

  2.11  Case  study       8  

  68                                                                                                                                                                                                                                                                                                                                                                                                                            100  

Optional  Unit  3.  Maintenance,  Troubleshooting  and  Repairing  

 

3.1  Assessment  of  costs  for  maintenance,  troubleshooting  and  repairing  

  6  

3.2  Monitoring  of  maintenance,  troubleshooting  and  repairing  activities  

  6  

      12  

 

The  numbers  of  hours  allocated  to  the  modules  and  learning  units  is  a  suggestion  and  can  be  adjusted  to  national  and  institutional  requirements.  

 

 

   

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EFFiVET  Training  Guide        

4    

   4.  Learning  units    

The  curriculum  is  based  on  the  competence  unit  assignments  and  the  learning  outcomes  that  are  compiled  in  the  European  Competence  profile.  The  learning  outcomes   in   form   of   knowledge,   skills   and   competences   are   grouped   into   learning   units.   These   correspond   to   work   assignments   from   the   European  Competence  Profile.  A  modular  structure  was  developed  that  covers  all  learning  units.  The  units  of  learning  outcomes  are  designed  in  such  a  way  that  they  can  be  completed  as  independently  as  possible  and  that  they  are  assessable.  

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

 1.   Basics   of   energy  efficiency  management          

 I.1.  Law,  Economics,  Politics,  Funds         I.1.1.   National   and   European   Energy   legislation/  

Rules  and  Standards      

  Energy  and  efficiency  energy  policy  and  laws  in  EU  and  at  national  level          

To  apply  the  current  legislation  in  energy    To  keep  updated  with  regulations      To  monitor  the  energy  policies  implementation  programs    To  identify  the  sources    for  new  regulations      

To  be  competent  at  working  according  legislation  and  following  the  workplace  policies  and  procedures   3  

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  

about  National  and  European  energy  and  energy  efficiency  policy  and  law.  

 

He/she  is  able  to  apply  the  current  legislation  in  energy  

and  energy  policies  implementation  programs.  

He/she  is  competent  at  working  according  

legislation  and  following  the  

workplace  policies  and  procedures.  

 

I.1.2   National   and   European   Regulations   (e.g.   ISO  5000)  and  environmental  issues    

   

National  and  European  Energy  rules  &  standards  (e.g.  5001)    Renewable  energy  use    Climate  protection    

To   be   able   to   be   updated  with  regulations        

 

3  

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  

about  National  and  European  Energy  regulations  (ISO  5000)  and  about  renewable  energy  use  and  climate  

protection.    

He/she  is  able  to  keep  updated  with  regulations  concerning  energy  and  energy  efficiency.  

He/she  is  competent  at  working  according  legal  regulations  and  

following  the  workplace  policies  and  

procedures.  

 

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EFFiVET  Training  Guide      

5      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

I.1.3.  Global  Energy  Market      

 

  Emissions  trading    Energy  Contracting    Energy  purchase/carriers    Energy  trade    EU  and  national  energy  market    Energy   pricing,   both   at   EU   and  national  level    

To   act   according   probable  future  developments    To   negotiate   on   the   energy  market      To   monitor   developments   on  the  market    To  evaluate  the  current  market  offer  in  respect  to  own  enterprise/client    

Networking   with  players   of   the   energy  market    

3    

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  

about  the  national  and  global  energy  market  and  emission  trading.  

He/she  is  able  to  act  and  to  negotiate  according  to  the  developments  on  the  energy  

market.  

He/she  is  competent  as  networking  with  

energy  market  players.    

I.1.4  Funding    

  Regional,  national  and  European  funding  possibilities  and  their  regulations    Various  initiatives/incentives    launched  by  the  national  government  and  private  entities  in  the  purchase  of  energy  efficient  appliances,  solar  panels,  solar  water  heaters  etc.        

To  evaluate  cost-­‐benefit  ratio      To  evaluate  if  custom-­‐fit    To  identify  the  main  stakeholders  so  as  to  collect  the  necessary  data  from  the  various  Ministries  and  Departments    To  identify  the  sources  of  funding    

Communicating  with  stakeholders    

3  

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  

about  regional,  national  and  European  funding  possibilities    in  the  

purchase  of  energy  efficient  appliances,  solar  panels,  solar  water  

heaters  etc.  

He/she  is  able  to  evaluate  if  the  funding  is  profitable  and  custom-­‐fit  and  to  identify  the  

main  stakeholders.  

He/she  is  competent  at  communicating  with  stakeholders  in  order  

to  find  the  most  appropriate  funding  for  energy  measures.    

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EFFiVET  Training  Guide      

6      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

1.2  Technical  basics  

I.2.1  Basics  energy  efficiency  (1)  

  Optimization  of  energy  consumption,  energy  use  and  costs,  energy  losses    Energy  efficiency,  renewable  sources  of  energy    and  carbon  emission  reduction    Technical  basics  (thermal  transmittance  of  materials,  carbon  emission,  etc.)  

Cross-­‐Technologies    (electrical  systems,  HVAC  (heating,  ventilation,  air-­‐conditioning,  motor  &  drivers,  industrial  systems,  building  envelope,  lighting)  

to  calculate  CO2  footprint     To  be  competent  at  answering  all  customer  questions  relating  to  new  materials,  technologies  and  savings.    To  be  competent  at  reading  tables  and  manuals    To  be  competent  at  applying    ways  of  calculating  energy      

10  

 

  The  learner  has  comprehensive  theoretical  and  factual  knowledge  about  energy  production,  transfer  

and  consumption  in  all  relevant  fields  and  technologies  and  about  all  

relevant  costs  and  consequences  as  well  as  about  concepts  of  energy  

efficiency.  

 

The  learner  is  able  to  identify  relevant  factors  regarding  energy  production,  transfer  and  consumption  in  all  relevant  fields  and  

technologies  and  to  identify  possible  energy  efficient  

solutions.  

The  learner  is  competent  in  the  

mode  of  operation  of  the  relevant  

technologies  and  their  respective  energy  consumption.  The  

learner  is  competent  at  explaining  the  energy  efficient  

concept  to  a  client  or  manager.  

 

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EFFiVET  Training  Guide      

7      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

 

I.2.2   Basics   energy   efficiency   (2):   Products   and  solutions  regarding  energy  efficiency      

  Energy  efficiency  products  (insulation,  heating  and  lighting  control,  water  meters  and  flow  rate  control,  solar  photovoltaic  electricity,  solar  hot  water,  heating  pumps)    Modern  technologies  and  appropriate  materials  which  provides  better  energy  efficiency  in  household,  industry,  transport  sector,  residential,  commercial  or  public  sector    Concepts  related  to  generation,  transport,  installation,  operation  and  maintenance  of  technologies  and  related  equipment  for  energy  efficiency  project  

Latest  ideas  and  appropriated  energy  efficient  &  innovative  low/zero  carbon  technologies.    

Energy  Recovery  

to  control  and  supervise  the  installation  of  equipment        to  explain  key  components,  products  and  services    to  design  new  energy  efficiency  systems  according  to  the  client  needs              

To  be  competent  in  new  energy  systems  and  technologies        To  be  competent  at  assessing  the  economic  feasibility  of  products  and  technologies  aimed  at  reducing  energy  consumption  and  improving  energy  efficiency    To  be  competent  at  providing  detailed  information  on  specific  products  and  services    

10  

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  about  modern  technologies  and  

appropriate  materials  which  provides  better  energy  efficiency  in  

household,  industry,  transport  sector,  residential,  commercial  or  

public  sector.  

He/she  is  able  to  implement/manage  the  implementation  of  energy  

efficient  solutions.  

He/she  is  competent  at  assessing  the  

economic  feasibility  of  products  and  

technologies  aimed  at  reducing  energy  consumption  and  improving  energy  

efficiency  and  design  solutions  according  to  the  relevant  situation.  

The  learner  is  competent  at  

explaining  the  energy  efficient  solution  to  a  client  or  manager.  

 

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EFFiVET  Training  Guide      

8      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

2  Planning  and  Implementation  of  

EEF  measures      

2.1   Project   management   &  management  systems      

 

  Project  and  process  management.    Energy  management  systems      All  phases  of  implementation    Specific   software   for   the   planning   of  the  project      

to  establish  priorities  and  work  sequences  according  to  urgency    to  prioritize  the  measures    to  coordinate  measures/  to  delegate  tasks    to  identify  and  plan  resources    to  control  and  evaluate  activities    to  correlate  the  tasks  with  the  skills  of  the  team  members    to  identify  the  most  appropriated  financial  instrument  and  tools  for  each  situation    to  prepare  and  manage  a  budget    to  identify,  evaluate  and  reduce  potential  risks    to  prepare  detailed  schedules  of  work,  feasibility  studies,  cost  estimates    and  energy  efficiency  assessment  plan    (including  timelines  and  budgets)        

To  be  competent  at  working  in  team    To  be  competent  at  making    preparations  for  project  implementation    To  be  competent  at  taking  decisions      To  be  competent  in  leadership    

5  

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EFFiVET  Training  Guide      

9      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

 

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  

about  project  and  process  management  as  well  as  management  systems  and  their  implementation.  

He/she  is  able  to  prioritize  and  coordinate  measures  and  

delegate  tasks  while  correlating  the  tasks  with  the  skills  of  the  team  members.  He/she  is  able  to  identify  and  plan  resources  as  well  as  to  identify,  evaluate  and  

reduce  potential  risks  and  to  control  and  evaluate  activities.  He/she  is  able  to  prepare  and  

manage  a  budget  and  to  identify  the  most  appropriated  financial  instrument  for  each  situation  (or  to  communicate  accordingly  with  the  financial  department).  He/she  is  able  to  choose  and  adopt  an  EMS  to  the  respective  situation.  

He/she  is  competent  at  working  in  a  team  and  to  initiate  and  accompany  all  

necessary  steps  in  the  project  

implementation.  

 

2.2   Safety   and   environmental  protection    

 

  Environmental  protection  legislation    Safety  measures  according  to  the  health  and  safety  legislation    Environment  and  work  safety.    Safety  equipment  needed  for  the  implementation  

to  prevent  the  risks  and  to  minimize  the  consequences  of  possible  injuries,  accidents  and  emergencies    to  create  an  emergency  preparedness  plan    to  apply  all  relevant  safety  requirements  of  all  relevant  technologies    to  choose  and  use  the  personal  safety  equipment  and  appropriate  methods  and  other  equipment  to  prevent  and  to  minimize  risks    to  act    immediately  in  case  of  an  accident    to  comply  with  environmental  legislation    

Being  competent  at  increasing  the  priority  and  importance  of  labor  safety  and  environmental  protection  

3  

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10      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

 

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  about  environmental,  health  and  

work  safety  legislation.  

 

He/she  is  able  to  prevent  the  risks  and  to  minimize  the  consequences  of  possible  injuries,  accidents  and  

emergencies  due  to  the  EEF  measures  as  well  as  to  act  immediately  in  case  of  an  

accident.      

He/she  is  competent  in  fostering  labor  

safety  and  environmental  

protection  due  to  the  EEF  measures.    

2.3  Collection  of  Data  and  Information  

   

 

  Identification  of  data  to  be  collected      Identification  of  methods  and  equipment  to  collect  data      Impact  of  attitudes,  behavior  and  preferences  of  customers  on  energy  use        

to  use  basic  energy  measurement  tools    to  collect  data      to  discuss  and  define  energy  goals  with  management    to  calculate  the  actual  needs  of  all  customers  and  to  propound  the  best  solution.            

To  be  competent  at  identifying  beneficiaries  true  priorities  

8    

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  about  data  collection  and  the  

necessary  equipment  as  well  as  the  impact  of  consumer  behaviour  on  

energy  use.  

He/she  is  able  to  collect  data  and  to  use  the  respective  

equipment.  He/she  is  able  to  define  energy  goals.  

 

He/she  is  competent  to  take  stock  of  data  

relating  to  EEF  measures.    

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   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

2.4  Energy  data  analysis        

 

  Advanced  knowledge  about  software  to  analyse  data  

to  give  a  professional  assessment  based  on  the  data  collected  on  the  property    to  analyze  data    to  identify  key  performance  indicators  (KPI)        to  assess  the  efficiency      to  use  the  assessment  documentation  (which  may  include  building  plans  and  specifications,  client  details  existing  energy  bills  –  including  reading  of  invoices,  energy  utility  charges,    rebates  and  programs  for  encouraging  energy  efficiency,  photographic  evidence,  risk  assessment)    to  identify  energy  inefficient  equipment  or  materials  in  order  to  make  energy  efficiency  improvements      

To  be  competent  at  analyzing  and  selecting  the  collected  information  in  order  to  insure  its  accuracy  and  relevance    

6  

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  about  methods  and  tools  for  data  

assessment.  

He/she  is  able  to  analyse  energy  data.  He/she  is  able  to  

compose  and  interpret  operating  figures.  

He/she  is  competent  at  assessing  the  

collected  information.    

2.5  Calculation  of  energy  saving    

 

  Customers  changing  needs  and  effectiveness  of  EEF  system  to  determine  if  strategies,  targets  or  timelines  need  to  be  modified    Advanced  knowledge  of  software      Indicators  for  energy  efficiency        

to  calculate  the  energy  savings    to  identify  goals  and  best  practices  in  order  to  reduce  energy  demand  or  to  improve  energy  efficiency    to  identify  customer  needs    

To  be  competent  at  optimizing  energy  savings      To  be  competent  at  developing    a  consistent  scenario  for  energy  savings    

8  

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  about  the  identification  of  energy  efficient  solutions  based  on  existing  

facts  and  data.  

He/she  is  able  to  identify  sources  of  energy  saving  and  

assess  possibilities  for  optimization.      

He/she  is  competent  at  advising  clients  /management  about  energy  efficient  measures  with  substantial  savings.  

 

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12      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

2.6  Calculation  of  profitability/evaluation  

    Advanced  knowledge  of  specific  software    

 Methodology  of    feasibility  studies,  risk  analysis  and  sensitivity  analysis    

 Energy  commercial  aspects  

   

to  evaluate  energy  saving  projects    to  identify,  evaluate  and  reduce  potential  risks    to  calculate  the  feasibility  studies      

To  be  competent  at  analyzing  and  preparing  accurate  calculations  and  forecasts    To  be  competent  at  making  comparison  of  energy  use  and  costs  with  similar  users    

8  

    He/she  has  comprehensive  theoretical  and  factual  knowledge  about  economic  feasibility  studies  

and  risk  analyses.  

He/she  is  able  to  conduct  an  economic  evaluation  of  

potential  energy  efficiency  measures  including  risk  

analysis.    

He/she  is  competent  at  presenting  accurate  

calculations  and  forecasts  about  potential  energy  efficient  measures  including  experience  

value.  

 

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13      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

2.7  Presentation  of  results       Advanced  knowledge  of  software      Communication  techniques        

to  report,  document  and  present  the  most  important  energy  and  financial  data  and  findings  from  energy  data  analysis  in  a  meaningful  manner,  to  report  and  document  the  energy  efficiency  assessment  process.      to  present  convincing  arguments  to  management  

To  be  competent  at  advising  the  customers  and  initiating  the  projects  according  to  their  real  needs      To  be  competent  at  presenting  the  customers  all  suitable  solutions  regarding  the  EEF  and  to  suggest  the  most  cost-­‐effective  solution    To  be  competent  at  giving  verbal  and  shortly  afterwards  the  written  report  highlighting  the  observations  and  conclusions  from  data  analysis    To  be  competent  at  presenting  and  communicating  to  customers,  stakeholders  and  legal  bodies  in  an  appropriate  and  understandable  way    To  be  competent  at  the  presentation  in  an  understandable  and  correct  way  with  communication  skills  at  high  level.    

4  

    He/she   has   comprehensive  theoretical   and   factual   knowledge  about  presentation  tools.    

He/she  is  able  to  hold  understandable  presentation  according  to  the  needs  of  the  customers.  

He/she  is  competent  at  presenting  all  results  and  at  suggesting  suitable  solutions  regarding  the  EEF.  

 

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14      

   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

2.8  Action  plan      

 

  Safety  equipment  needed  for  the  implementation      Adequate  equipment  and  its  safety  rules  Being  familiar  with  reading  project  plans,  technical  and  engineering  drawings  and  schemes    Different  materials,  tools,  equipment  and  accessories  used  during  the  installation  process        Preparation  and  organization  elements  of  the  installation.    Quality  principles  and  functional  controls    Time  that  is  needed  to  implement  energy  efficiency  measures        Taking  over  and  Operating      

to  define  an  action  plan    to  prepare  a  cost  sheet  and  manage  the  budget  of  the  client    to  prioritize  and  establish    work  sequences  according  to  the  urgency    to  define  and    plan  a  strategy    to  prepare  the  equipment  and  materials  and  to  estimate  the  required  amount,  considering  the  safety  rules    to  implement  selected  technology  in  accordance  with  the  plans    to  develop  the  operation  and  maintenance  manual    to  explain  the  operation  of  the  installation  to  the  owner      to  plan  and  conduct  certification  process  

To  be  competent  at  managing  properly  and  timely  the  process  of  legal  and  technical  authorization    To  be  competent  at  elaborating    the  implementation  and  execution  program    To  be  competent  at  delivering  the  installation  properly  according  with  the  technical  and  legal  procedures    To   be   competent   at  preparing   an   energy  efficiency  planning    

8  

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  about  the  characteristics  of  the  energy  efficiency  installation  and  implementation  process.  

He/she  is  able  to  define  an  action  plan  and  implement  selected  technology  in  accordance  with  the  plans.  

He/she  is  competent  at  elaborating  the  implementation  and  execution  of  EEF  measures.  

 

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   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

2.  9  Monitoring      

 

  Measurement  testing  equipment    Test  protocols      Maintenance  tasks,  operation  and  usual  faults  identification  and  correction    Advanced  knowledge  of  software      

to  use  appropriate  measurement  and  monitoring  equipment  and  application  of  appropriate  techniques    to  plan  and  conduct  internal  auditing    to  plan  and  conduct  review  processes    To  plan  and  conduct  measuring  and  control  process    to  monitor  the  energy  efficiency  indicators    to  check,  test,  start  and  to  operate  the  system      

To  be  competent  at  analyzing  documentation  and  taking  decisions  according  to  new  situations      

5  

 

  He/she  has  comprehensive  theoretical  and  factual  knowledge  about  measurement  and  maintenance.    

He/she   is   able   to   plan   and  conduct  measuring  and  control  process.  

He/she  is  competent  at  analyzing  documentation  and  taking  decisions  according  to  new  situations.  

 

2.10  Documentation      

 

  Specific   documentation   according   to  the  national  regulation  and  standards    

to  prepare  the  inputs  for  design  documentation    to  use  technical  documentation  in  relation  to  energy  efficiency  buildings  regulation      to  prepare  documentation  for  legal  authorizations,  possible  subsidies  or  others.      to  prepare  the  final  report  for  authorization      to  plan  and  conduct  documentation    to  prepare  and  to  explain  the  final    documentation  

 

5  

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   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

 

  He/she   has   comprehensive  theoretical   and   factual   knowledge  about   documentation   process   and  templates.  

He/she  is  able  to  plan  and  conduct  technical  documentation.  

He/she   is   competent  in  documenting  all   the  processes  and  results.    

  2.11  Case  study      

    The   trainer   suggests   a   scenario   and   provides   real   data.   The   learner   conducts   a   data   analysis,  

calculates  energy  savings  and  profitability  and  presents  the  findings  in  the  work  group.   8  

                               

             

               

             

 

3  Maintaining,  troubleshooting,  

repairing      

 

3.1  Assessment  of  costs  for  maintenance,  troubleshooting  and  repairing    

       

  Measurement  equipment,  tools  and  diagnostics  needed  for  the  job    Specific  repair  procedures      Manufacturer’s  warranty  regulations      

to  identify  potential  maintenance  needs  on  site.    to  identify  and  plan  consumable  supplies  for  maintaining.  

 to  plan  tools  and  equipment  required  for  maintaining,  trouble  shooting  and  repairing  

to    calculate  the  costs  adequately  

To  be  competent  at  assessing  costs  for  maintenance  and  repair  activities    

6  

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   UNIT    

MODULE   LEARNING  UNITS    Content  source  

 Knowledge  about…  

 Skills  To  be  able  to…  

 Competences   HOURS  

 

3.2  Monitoring  of  maintenance,  troubleshooting  and  repairing  activities  

 

   Repairing  or  replacement  of  inefficient  appliances    Various  diagnostic  procedures,  testing,  maintenance  and  servicing  

Reporting  procedures  

Technical  and  technological  documentation  

 

 to  demonstrate  complete  functionality  and  performance  of  the    energy  efficiency  system    to  develop  a  corrective,  preventive  and  predictive  maintenance  plan    

to  analyze  and  evaluate  the  running  of  the  installation    

to  recognize  the  changes  of  system  set  parameters  

to  perform  diagnostic  procedures  and  interpret  results    to  identify  performance  and  safety  issues  and  implement  corrective  measures.    to  suggest  solutions  to  remediate  the  defects.      to  test  the  system  after  the  maintenance  measures  

To  be  competent  at  planning  maintenance,  troubleshooting  and  repairing  activities    To  be  competent  at  analyzing  and  evaluating  the  running  of  the  installation    

To  be  competent  at  discovering,  analyzing  and  successfully  solving  problems      To  be  competent  at  diagnosing  faults  and  knowing  how  to  prevent  them  in  the  future    To  be  competent  at  creating  an  analysis  plan  of  project  implementation  in  order  to  highlight  dysfunctions  and  avoid  their  occurrence  in  other  projects.      

6  

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5.  Methods  of  assessment    

To   help   assess   the   learning   outcomes   of   the   trainees   this   catalogue   provides   methods   for  competence-­‐oriented   assessment   that   introduces   various  methods   and  means   of   assessment   and  describes  which  learning  outcomes  can  be  assessed  by  them.  

Catalogue  of  methods:  competence-­‐oriented  assessment    

This   catalogue   provides   various   methods   and  means   of   assessment   und   describes   which   learning  outcomes  can  be  assessed  by  them.      

Method  of  Examination  

Examination  Structure   Rateable  Competence  Dimension  

written  exam   § Open-­‐ended  questions    

§ Multiple-­‐choice  questions  

§ Essay  questions  

§ One  case  study  will  be  presented  and  analysed  in  written  form    

§ Knowledge  (specialized  knowledge)  

§ Comprehension  (recognition  of  the  topic  and  appropriate  division)    

§ Competence  (division  of  the  topic;  application  of  theoretical  knowledge)  

verbal  exam   § Open-­‐ended  questions  

§ Conversation  about  a  topic  with  the  examiner    

§ One  case  study  will  be  presented  and  analysed  verbally    

§ Knowledge  (specialized  knowledge)  

§ Comprehension  (recognition  of  the  topic  and  appropriate  division;  reaction  to  impulses  given  by  the  examiner)    

§ Competence  (division  of  the  topic;  application  of  theoretical  knowledge;  reaction  to  impulses  given  by  the  examiner)  

verbal  presentation    

§ Presentation  of  one  topic  supported  by  the  usual  methods  (e.g.  EDP-­‐programs,  poster)    

§ Presentation  of  one  topic  supported  by  one  chosen  method  (e.g.  discursive  presentation,  involving  the  audience,  etc.)    

§ Knowledge  (specialized  knowledge)  

§ Comprehension  (implementation  of  the  topic;  explanation  of  topic  to  others)    

§ Competence  (logical  depiction  of  the  topic;  inclusion  of  the  audience;  thematical  channelling  of  the  audience’s  verbal  contributions)    

group  examination  

§ Group  task  

§ Proof  of  academic  achievement  in  form  of  group  work  activity  

§ Knowledge  (specialized  knowledge)  

§ Comprehension  (implementation  of  the  topic)  

§ Competence  (individual  performance  in  consideration  of  other  group  members;  team  work)  

 

 

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Method  of  Examination   Examination  Structure   Rateable  Competence  Dimension  

Class  minutes   § Teaching  staff  keep  minutes  of  a  specific  seminar  or  event    

§ Knowledge  (specialized  knowledge)  

§ Competence  (reducing  the  topic  to  its  essentials;  reflection  on  the  topic)  

Scientific  activities  

§ Concepts  for  experimenting/  researching  and  execution  

§ Responding  to  a  question  by  applying  scientific  methods  (qualitative;  quantitative)  

§ Knowledge  (specialized  knowledge)  

§ Comprehension  (implementation  of  the  topic  by  use  oft  he  appropriate  methods)        

§ Competence  (communicative  skills;  empathy  in  interviews)  

Portfolio   § Demonstration  of  own  accomplishments  and  reflections    

§ Comments  on  accomplishments  by  the  instructor  and  reflection      

§ Collection  of  work  products    

§ Comments  on  work  products  by  the  instructor    

§ Competence  (self-­‐evaluation  of  accomplishments,  reflections,  ability  to  take  criticism,  recognition  of  essentials)  

Case  study   § Simulation  of  a  specific  area  of  work   § Knowledge  (specialized  knowledge)  

§ Comprehension  (application  of  acquired  theoretical  knowledge  in  a  specific  area  of  work)    

Internship   § Practical  work  regarding  a  variety  of  topics  or  in  a  future  area  of  work    

§ Knowledge  (specialized  knowledge)  

§ Comprehension  (application  of  acquired  theoretical  knowledge  in  a  specific  area  of  work)  

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6.  Glossary  energy  efficiency  

Nr.   Term   Definition  

1   (energy)  audit   Formal  examination  process  consisting  of:  identification  of  every  energy  consuming  device  in  a  facility,  determination  of  its  rate  of  energy  consumption,  and  the  number  of  hours  it  operates  in  a  24h  period.    

2   carbon  emission  reduction   Carbon  emission   reduction   is  part  of   carbon  emission   recycling   in  which   the   carbon  produced   in   the  burning  of   fossil   energy  sources  is  converted  into  exploitable  compounds  in  order  to  convert  them  back  into  other  energy  sources.  The  process  of  carbon  emission  reduction  produces  compounds  such  as  methanol  or  formic  acid.    

3   certification  process   According  to  the  Renewable  Energies  Act,  a  company  is  required  to  obtain  certification  ISO  50001  if  its  electricity  consumption  exceeds   10   gigawatt   hours.   This   certification   process   is   conducted   by   an   independent   certification   body  which   presents   the  company   with   a   temporary   certificate   upon   completion   (e.g.   Germany:   German   Association   for   the   Certification   of   Quality  Management  Systems  (DQS)).    The  certification  process  can  be  divided  into  four  major  steps:  (1)  Planning,  (2)  needs  assessment  and  evaluation),  (3)  development  of  a  comprehensive  energy  management  concept,  and  (4)  its  implementation  and  evaluation.  The  process  of  energy  management  is  a  repetitive  process  which  requires  constant  monitoring  and  consequently  leads  to  a  high  potential  for  process  optimization.    

4   energy  savings  potential  (ESP)   (also   known   as:   energy   efficiency   potential)   Energy   efficiency   can   be   determined   in   one   of   three   ways,   depending   on   the  context.  (1)  Low  policy  intensity  potential  (LPI)  corresponds  to  the  energy  savings  obtained  in  the  low  policy  intensity  scenario  in  comparison  to  the  autonomous  scenario.(2)  High  policy  intensity  potential  (HPI)  corresponds  to  the  energy  savings  obtained  in  the  high  policy  intensity  scenario  in  comparison  to  the  autonomous  scenario.(3)  Technical  potential  corresponds  to  the  energy  savings  obtained  in  the  technical  scenario  in  comparison  to  the  autonomous  scenario.  

5   emissions  trading   Since  2005,  companies  can  trade  emission  allowances.  The  idea  behind  this  trade  is  simple:  In  terms  of  climate  protection  it  is  insignificant  where  emission  saving  occurs;  what  matters  is  that  it  does  happen.  Emissions  trading  utilizes  market  mechanisms  for  climate  protection.  With  the  Kyoto  protocol,  the  EU  has  agreed  to  an  8%  decrease  of  emissions.    This  percentage  is  also  the  point  of  reference   in  emission  trading.  Every  country   is  only  allowed  to  distribute  the  number  of  certificates  specified   in  their  Kyoto-­‐protocol  agreement.  In  National  Allocation  Plans,  each  country  determines  which  company  receives  a  certain  amount  of  energy   allowances.   A   company   which   does   not   use   all   of   its   certificates   due   to   emission-­‐saving   work   methods   can   sell   its  allowances   on   the  market   and,   thus,   is   rewarded   for   its   environmentally   friendly   behavior.   Companies  which   emit   too  much  carbon  dioxide,  however,  have  to  buy  allowances.    

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6   energy  management  system  (EMS)   Energy  management  is  a  method  of  minimizing  energy  costs  by  utilizing  energy  accounting,  deficiency  analysis,  and  optimization  methods.   EMS   aims   to   achieve   energy   efficiency   through   well   laid   out   procedures   and   methods     and   to   ensure   continual  improvement  which  will  spread  awareness  of  energy  efficiency  throughout  an  entire  organization.  (cf.  ISO  50000)  

7   energy  efficiency  (EEF)   Energy   efficiency   is   a   ratio   of   the   energy   provided   by   a   system   to   the   energy   input   into   it.   Services   provided   can   include  buildings-­‐sector   end   uses   such   as   lighting,   refrigeration,   and   heating;   industrial   processes;   or   vehicle   transportation.   Unlike  conservation,   which   involves   some   reduction   of   service,   energy   efficiency   provides   energy   reductions   without   sacrifice   of  service.  Energy  efficiency  may  also  refer  to  the  use  of  technology  to  reduce  the  energy  needed  for  a  given  purpose  or  service.  

8   energy  efficiency  management   Helping  businesses  and  consumers  to  make  better  and  more  rational  use  of  energy  can  lead  to  important  benefits   in  terms  of  enabling  cost  savings  and  promoting  efficiency.  Standardization  can  contribute  to  better  energy  management  by  supporting  the  spread  of  best  practices  and  providing  energy  users  with   the  necessary   tools   to  analyse  and  adapt   their  energy  consumption  patterns.  Furthermore,  energy  efficiency  management  provides  organisations  with  the  tools  to  make  decisions  and  design  sound  policies,  optimize  installations  and  systems,  and  improve  energy  efficiency.  

9   energy  Management  Systems   cf.  Line  6  

10   ISO  50001    ISO   50001   “Energy  management   systems   –   Requirements  with   guidance   for   use”   is   a   single   standard  meant   for   certification  which   specifies   requirements   for   establishing,   implementing,  maintaining  and   improving  an  energy  management   system.  The  purpose   of   ISO   50001     is   to   enable   an   organization   to  achieve  continual   improvement   in   its   energy   use   and   consumption   or  energy   performance   through   a   systematic   approach.   ISO   50001   does   not   define   specific   energy   consumption   criteria   but  requires  organizations  to  define  its  energy  performance  indices  and  targets  and  achieve  them  by  implementing  a  proper  action  plan.  ISO  50001  certification  can  be  achieved  irrespective  of  certification  to  any  other  standard  such  as  ISO  9001,  ISO  14001,  ISO  22000,  OHSAS  18000,  though  it  can  be  integrated  with  any  other  standard  and  integrated  certification  can  also  be  obtained.  ISO  50001  also  provides  guidance  on  its  use  in  the  Annex  A  provided  with  the  standard.  

11    low/zero  carbon  technologies   Low  carbon  energy  relates  to  the  energy  sources  which  generate  fewer  green  house  gases  during  power  conversion.  Low  carbon  technologies   consist   of   zero   carbon   generation   processes   and   energy   sources   like  wind   power,   solar   energy   and   geothermal  power.  It  also  includes    natural  gas  power  plants  which  emit  very  low  carbon  dioxide  in  the  air.  Hence,  low  carbon  technologies  are   a   list   of   technologies   which   generate   less   carbon   dioxide   than   all   the   fossil   fuel   power   plants.   There   is   now   unlimited  application  of   renewable   and   alternative   energy   technologies   like   low   carbon   technologies.   The   low   carbon   technologies   like  carbon  capture  and  storage,  natural  gas  and  combined  cycle  gas  turbines,  hydroelectric  power,  wind  power,  and  tidal  power  are  a  great  way  to  reduce  the  burden  of  carbon  dioxide  on  the  atmosphere.  Thus,  they  actively  work  against  global  warming.    

12   monitoring   The  umbrella  term  for  all  sorts  of  immediate  systematical  acquisition,  observation,  or  control  of  a  procedure  or  process  by  use  of  facilities  or  other  monitoring  systems.    

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13   safety  and  environmental  protection   Environmental   protection   is   a   practice   of   protecting   the   natural   environment   on   individual,   organizational   or   governmental  levels,   for   the  benefit  of  both   the  natural  environment  and  humans.  Waste  production,   air  pollution,   and   loss  of  biodiversity  (resulting   from   the   introduction   of   invasive   species   and   species   extinction)   are   some   of   the   issues   related   to   environmental  protection.  It   is  influenced  by  three  interwoven  factors:  environmental  legislation,  ethics,  and  education.  Each  of  these  factors  plays   its   part   in   influencing   national-­‐level   environmental   decisions   and   personal-­‐level   environmental   values   and   behaviors.  Environmental   health   and   safety   programs   provide   protection   of   human   health   and   the   environment   from   chemical,  radiological,   biological   and   physical   hazards.   Hazards   result   from   exposure   to   spills   and   releases,   proximity   to   industrial  processes  or  general  occupational  activities.  

14   calculation  of  profitability     Calculation  of  profitability  allows  any  business  or  company  to  calculate  the  amount  of  value  created  per  unit  of  investment  of  a  business  enterprise  and  aids  the  decision-­‐making  process  when  ranking  projects.  Profitability   index   is  the  ratio  between  PV  of  Future   Cash   Values   and   Initial   Investment   Profitability   index   (PI),   also   known   as   profit   investment   ratio   (PIR)   and   value  investment  ratio  (VIR),  is  the  ratio  of  payoff  to  investment  of  a  proposed  project.  It  is  a  useful  tool  for  ranking  projects  because  it  allows  companies/  businesses  to  quantify  the  amount  of  value  created  per  unit  of  investment  

15   workplace  safety   Describes  policies  and  procedures   in  place   to  ensure   the  safety  and  health  of  employees  within  a  workplace.   Involves  hazard  identification  and  control  according  to  government  standards  and  ongoing  safety  training  and  education  for  employees.  

16   energy  contracting   contractual  agreements  about  energy  delivery  and  energy  services  

17   energy  carriers   a  substance  or  medium  with  which  energy  can  be  stored  in  and  transported  

 

 

   

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  EFFiVET Training Guide             EFFiVET Training Guide      

     

More  information  at:  http://effivet-­‐project.eu  

 

In  collaboration  with:  

This  project  has  been  funded  with  the  support  from  the  European  commission.  This  publication  reflects  the  views  only  of  the  author,  and  the  Commission  cannot  be  held  responsible  for  any  use  which  may  be  made  of  the  information  contained  therein.  LLP  Leonardo  da  Vinci  Transfer  of  Innovation  Programme  Grant  agreement  number:  2013-­‐1-­‐ES1-­‐LEO05-­‐67514  

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