ISO 50001 Presentation - R Hadfield

ISO 50001:2011

Introduction to

Energy Management Systems

Richard Hadfield

ISO 50001 Introduction 1

Progressive Certification Ltd.

Founded 2011

Offering accredited and unaccredited certification

services

Most certification work in environmental areas

Growing baseline of certification on other areas

Director’s Background

Richard Hadfield: NSAI – 1993 – 2011

Technical Services Manager

Representative on CASCO and TC 176

Former Vice President of IQNet

Progressive Certification Ltd.

Currently working with the Irish Department of

the Environment, Air Quality unit on coal quality.

Working with Det Norske Veritas (DNV) on

Greenhouse Gas Verification for the EU ETS

Working with Irish organisations on .introducing

a mark for carbon footprinting

Standards Development

Key to improving products and services to

internationally recognised levels

Small countries have excellent leverage

Jamaica’s vote the same as USA / Russia / China

Excellent networking with experts

Can facilitate forward planning

New technology

New requirements

Timescale for changes

Starting point …..

Concern about …

Rising cost of energy

Energy politics

Corporate Social Responsibility

Sustainability

Global Warming

Resulting in

Use of less energy

Reviewing at local energy sources

Low grade fuels

Bio-fuels

Wind, wave, geothermal and solar power

Integrating energy systems

Smart metering

Supporting CO2 targets

Energy management is the

business of staying ahead ….

Three storey

billboard in

Bilbao airport

Time Line

2002: Sustainable Energy Ireland (SEI) established.

Agency formed from Enterprise Ireland

2005: Publication on I.S. 393 Joint publication between NSAI and SEI

2007: INAB accredit NSAI to I.S. 393

December – 1st registration Roadstone Dublin (Building Products)

Time Line

2009: Publication of EN 16001

15 registrations to I.S. 393

INAB accredit NSAI to EN 16001

Publication of ISO 50001

INAB accredit NSAI to ISO 50001

3 organisations certified to ISO 50001 by NSAI

27 organisations certified to EN 16001 by NSAI

Ireland’s Profile

79% of energy imported

94% fossil fuel Oil

Natural Gas

Pet Coke

1% 5% 6%

Ireland Energy 2011

Pet Coke

Renewables

Nat Gas

All fuels

Renewables Solar

BioGas

Geothermal

Landfill Gas

Liquid Bio

Biomass

Sustainable Energy

Authority of Ireland

(SEAI)

SEAI Mission

Promote sustainable energy

Improve energy efficiency

Advance use of renewables and CHP

Reduce the environmental impact of energy.

Advise Government on energy

Implement Government programmes

Stimulate sustainable energy policies and actions

SEAI Initiatives Large Industry Energy

Network (160 members) Energy Map

Energy Agreement

Programme (80)

Buildings Regulations Compliance Certificate Building Energy Rating (BER)

Energy Awards

Awareness and Education Schools projects

“Power of One”

Training of assessors

Grants

Greener homes

Warmer homes

Home insulation

Commercial Grants

Renewable Energy

R&D Grants

Support for Energy Efficiency Exemplar

Projects

LIEN Energy Agreement

Members must:

develop a management programme for energy

use (Energy MAP)

set and review energy targets

undertake an annual energy audit

produce an annual public statement of energy

account.

Carry out one energy study each year

Mapping by End-user

Kortlægning, el: 25A+29B

Vakuum

Trykluft

Belysning og EDB

13%Ventilation

Køling

Pumpning og

cirkulation

Diverse

0%Proces/produktion

Production

Cooling

Ventilation

Compressed

Lighting

Vacuum

31%11%

LIEN - Number of Members by Sector

Pharma

Health

Electronics

Driver for energy saving projects

Energy Management Data SOURCE: SEAI LIEN Annual Report 2010

In Ireland – Energy Agreement Programme

11% of Ireland’s energy use through EnMS

organisations

This is 60% of total industrial energy use

33% improvement in energy use from early

adopters

Energy intensity results varied due to

economic situation (increase in 2008/9)

3.6% average saving of energy per year

High performers- 30% savings over 4 years

I.S. 393:2005

I.S. 393

Danish Standard – DS 2403:2001 Considered the first energy standard

I.S. 393 used ISO 14001:2004 and DS 2401:2001 as models Risk Assessment

Policy

Objectives and Targets

Responsibilities and competencies

Communications and Documentation – Annual statement

Operational aspects

Monitoring and measuring aspects - Benchmarking

Management Review

I.S. 393 Experience

SEAI require LIEN members to use: I.S. 393

The SEAI Guidance Document

The addendum

The addendum gives guidance but also includes additional requirements such as: Annual Performance Statement

INAB require the use of energy experts in audits

I.S. EN 16001:2009

Energy use in EU (2008) Total

1,140 MTOE (MegaTonnes Oil Equivalent)

(40,000 PetaJoules = 1015)

28% used in industry 27% primary fuel

19% iron and steel

18% chemical

13% glass, ceramics, building

11% printing

EU End-use Efficiency and Energy Services

Directive (2006/32/EC)

Linked Environmental Factors

70% of SOx

25% of NOx

IPPC licensing

EU ETS permitting

Energy Analysis

System Analysis

Modelling

Theoretical Efficiency

Energy Invoices Production Data

Energy Efficiency Index

Compare

Benchmark Data Compare

Cost Benefit Prioritise Propose Action

ISO 50001:2011

Developed for

Any size of organisation

Public and private sector

Any region of the world

Manufacturing and Services

Influence 60% of world’s energy use

ISO believe

“ISO 50001 will

be as big as ISO

9001.”

Rob Steele

ISO Director General

May 2012

ISO 50001 Market

Commercial

Industrial

Domestic

60% - ISO 50001

ISO Flagship Projects

Delta Electronics – CHINA

Jan – May, saving 10.51mkWh

€ 1m

Schneider Electric – FRANCE

Dahanu Power Station – INDIA

Savings of € 1.4m in a year

Au Optronics – TAIWAN

Saving 10% (55 mkWh)

Muni. Bad Eisenkappel – AUSTRIA

Electrical saving 86,000 kWh = € 16,000 per year

ISO 50001 - AIMS

Assist organisations in making better

use of their existing energy-

consuming assets

Create transparency and facilitate

communication on the management

of energy resources

ISO 50001 - AIMS

Promote energy management best

practices and reinforce good energy

management behaviours

Assist facilities in evaluating and

prioritising the implementations of

new energy-efficient technologies.

ISO 50001 - AIMS

Provide a framework for promoting

energy efficient throughout the

supply chain

Facilitate energy management

improvements for GHG emission

reduction projects

Allow integration with other

management systems

ISO 50001 - BENEFITS

Save money

Avoid waste

Increase efficiency

Improve behaviours concerning energy

Increase resilience to change

Energy costs

Other Global Drivers

US Dept. of Energy

Superior Energy Performance (SEP)

Main reasons for failure

Implementation barriers

Lack of process to sustain

Not integrated

Culture not present at all level

Lack of support by management

Programme launch October 2012

ISO 50001 as foundation

SEP Levels Silver Gold Platinum

Energy

Performance

Improvement

5% savings over

3 years

10% savings

over 3 years

15% savings

over 3 years

Energy

Performance

Improvement

15% savings

over 10 years

15% savings

over 10 years

15% savings

over 10 years

Best Practice

Scorecard

Score 35 – 60 on

Minimum 25 for

EnM Best

Practice

Score 61 – 80

on BPS

Minimum 25 for

EnM Best

Practice and 10

for En

Performance

Score 35 – 60 on

Minimum 25 for

EnM Best

Practice and 10

for En

Performance

SEP Qualifications Institute of Energy Management

Professionals – www.ienmp.com

Certified practitioner

50001 Auditor / Lead Auditor

Certified Practitioner in Systems

Compressed air (ISO 11011), Pumping (ISO 14414),

Steam (ASME), Process Heat (ASME)

ANSI MSE 50028 – Verifying Bodies

www.superior energyperformance.net

www.eere.energy.gov/energymanagement

Regional Initiatives (e.g.)

North-west USA - Northwest Energy

Efficiency Agency (NEEA)

Strategic Energy Management (SEM)

Aim: Energy producers

Method: Energy Teams

Create leverage

Savings: 2.3 – 8% in energy intensity

NEEA – developed SEM tools

Key to the Strategic Energy

Management S

Bureaucracy

High Performance

Start-up

Low High

COMMONSENSE

GSEP - Global Superior

Energy Program Clean Energy Ministerial Programme

MEMBERS: Australia, Canada, Denmark, Japan, South

Korea, Mexico, South Africa. Sweden and USA

Similar initiatives

Australia - Energy Efficiency Opportunities programme –

60% country energy use

Japan - Energy Conservation Law – 14000 Factories

Sweden - Programme of Improvement Energy Efficiency –

75 industry

South Korea – pilot programmes

www.eie.doe.gov

IEA – International Energy

Authority - www.iea.org 28 member countries

Many free publications

25 Energy Efficiency Policy Recommendations

Cross-sectional

Strategy

Competition and Regulation

Private Investment

Monitoring, enforcement and Evaluation

IEA Building (25% savings potential)

Building codes

NetZero consumption

Improve efficiency

Building energy labels

Energy efficient building components and

systems

Appliances and Equipment (10%)

Mandatory MEPS and labels

Test standards and measurement protocols

Market transformation polices

IEA Lighting (5%)

Phase out inefficient luminaires

Energy efficient luminaires

Transport (29%)

Mandatory fuel efficiency standards

Improve vehicle fuel efficiencies

Fuel efficient non-engine components

Eco-driving

Transport systems efficiency

Industry (32%)

Energy Management

High efficiency industrial equipment and

systems

Energy efficiency services for SME sector

Complimentary polices

Energy Utilities

Utility end-use schemes

IIP – Institute for Industrial

Productivity – www.iipnetwork.org

Many publications in conjunction

with IEA

Policy Pyramid

Effort

Defining

Policies

Supporting

Measures

Implementing

Toolbox

IIP Effort-Defining Policies

Interventions that motivate and drive

energy efficiency, energy savings.

Supporting Measures

Carrot and stick policies that encourage

action and address barriers to energy

efficiency improvements

Implementation Toolbox

Guidelines, tools and templates

SEAI – Maturity Model

EM3 – Energy Management Maturity

Nested requirements

Plan / Do / Check / Act

16 Pillars

63 Sub-pillars

315 Attribute Statements

Maturity Levels

EMERGING There is a basic knowledge of energy concepts in

the organisation

DEFINING The causes of significant change to historic

consumption patterns are known

INTEGRATING There is significant detail of energy performance

in the significant energy users and value streams

OPTIMISING There is detail of energy performance in the

immediate supply chain

INNOVATING The energy performance in the overall supply

chain is known

Example EM3 - Plan P

Energy

Review >

Energy

Performance

patterns

Knowledge of energy

performance in the organisation

Performance

Metrics

Energy

Variables

Level of understanding of

energy variable

Legal and

Understanding

Energy Use

Level of understanding of

energy uses and consumption

Opportunities

Register

Personnel The people who contribute to

energy review

Action Plan Value The improvement potential as a

result of carrying out energy

review

PILLAR S-PILLAR ATTRIBUTES

Keywords: quality, value, diagnostics, discovery, competence, success

End (part 1)

Review of the requirements of ISO

Richard Hadfield - +353 87 36 25 280

Richard.hadfield@progressive-cert.com

ISO 50001 58

ISO 50001:2011

The Standard

Richard Hadfield

ISO 50001 59

ISO 14001 – the difference

Specific to energy

Deeper an more focussed

Specific to energy efficiency

Direct bottom line impact

More specific about planning, review and

monitoring, design, procurement etc.

Baseline used to measure improvement

Not risk based

Priority based

P –lan

D –o

C –heck

A –ct

Source: Deming

ISO 50001 61

The diagram

ISO 50001 62

Checking

Management Review

NCP, CAPA

Internal

Monitoring /

Measurement

The diagram

ISO 50001 63

4.6.1/2 Enabling: 4.1, 4.2

Integration

Recognises that many companies

may have existing systems

Will be revised in future to meet

structure of Annex SL of ISO

Directives Part 11

NOTE 1:

http://www.astm.org/COMMIT/1st_Supplement.pdf

ISO 50001 64

Key Definitions

ENERGY

Electricity, fuel, steam, heat,

compressed air and other like media.

Note: Energy refers to the various forms of

energy, including renewable, which can be

purchased, stored, treated, used in

equipment or in a process or recovered.

ISO 50001 65

Key Definitions

ENERGY BASELINE

Quantitative references providing a

basis for comparison of energy

performance

Note 1: Specified period of time

Note 2: Normalised data

Note 3: Reference for improvement data

ISO 50001 66

Key Definitions

SIGNIFICANT ENERGY USE

Energy use accounting for substantial

energy consumption and/or offering

considerable potential for energy

performance improvement

Note 1: Significance criteria are determined

by the organisation

ISO 50001 67

Key Definitions

PROCEDURE

Specified way to carry out an activity or

process

Note 1: Can be documented or not

ISO 50001 68

4.1 General Requirements (P)

Maintain an Energy Management System

(EnMS) to ISO 50001

Define and document the system’s scope

and boundaries

Define how ISO 50001 will be met and how

it will achieve continual improvement

ISO 50001 69

Energy Performance

ISO 50001 70

Energy

Perform-

Energy Use

Energy

Intensity

Energy

Consumption

Energy

Efficiency

4.2 Management

Responsibility (P)

4.2.1 Top Management

Define, establish and implement Energy

Policy

Appoint a Management Representative

Approve the formation of Energy

Management Team

Provide resources

HR, Skills, technology and finance

ISO 50001 71

4.2 Management

Responsibility (P)

4.2.1 Cont’d

Identify scope and boundaries

Communicate importance of EnM

Ensure objectives and targets set

Ensure EnPIs appropriate

Consider En performance in long term planning

Ensure results measured and reported at

determined intervals

Conduct Management Reviews

ISO 50001 72

4.2 Management

Responsibility (P)

4.2.2 Management Representative

Appointed by Top Management

Ensuring the EnMS is established,

implemented, maintained and improved

Identify support members of EnM team

Reporting on the performance of the EnMS

Ensure planning supports EnM policy

ISO 50001 73

4.2 Management

Responsibility (P)

4.2.2 Cont’d

Define and communicate responsibilities and

authorities

Define criteria for an effective EnMS

Promote awareness of EnMS

ISO 50001 74

4.3 Energy Policy(P)

Top Management

A commitment to improve energy performance

Boundaries and scope

ISO 50001 75

4.3 Energy Policy (P)

Appropriate to nature and scale

Commitment to

continual improvement

availability of information and resources to

achieve objectives and targets

Compliance with legislation and other

requirements

Provides a framework for setting and

reviewing objectives and targets

ISO 50001 76

4.3 Energy Policy (P)

Supports purchase of Energy efficient

products/ services

Supports design for Energy performance

improvement

Documented and communicated

Regularly reviewed

Updated as necessary

ISO 50001 77

4.4 Energy Planning (P)

4.4.1 General

Conduct energy planning process

Consistent with Energy Policy and lead to

improved performance

Involve a review of organisation’s

activities that can affect Energy

performance

ISO 50001 78

4.4.2 Legal and other requirements

Identify and have access to legal and

other requirements ….

Determine how these requirements apply

to energy use, consumption and efficiency

Ensure consideration in establishing,

implementing and maintaining EnMS

ISO 50001 79

4.4.2 Legal Requirements?

National and International Legislation

State/provincial/department laws

Local government requirements

ISO 50001 80

4.4.2 Other Requirements?

Emissions trading

Customer

agreements

Non-regulatory

guidelines (BAT)

Voluntary

agreements

Codes of practice

Trade association

requirements

Community

agreements

Public

commitments

Corporate policies

Energy agreements

ISO 50001 81

Energy Planning Process

ISO 50001 82

Planning Inputs Energy Review Planning Outputs

Past and present

energy uses

• Relevant

variables

• Performance

Analyse

consumption

Identify

significant use

Identify

improvement

opportunities

• Baseline

• EnPIs

• Objectives

• Targets

• Action Plans

4.4 Energy Planning

4.4.3 Energy Review

Analyse energy use based on data

Identify current sources

Evaluate past and present energy use

Based on analysis

Identify significant energy uses.

ISO 50001 83

4.4 Energy Planning 4.4.3 Cont’d

Identify facilities, equipment, systems,

processes and personnel that significantly

affect energy use.

Identify other relevant variables

Determine current energy performance of

facilities, equipment, systems and processes

Estimate future energy use

Identify and prioritise opportunities

for improvement

ISO 50001 84

4.4.3 Cont’d

Reviews to be recorded

Methodology shall be documented

Reviews shall be at defined intervals

Reviews shall also be triggered by

major changes of:

Equipment, systems and processes

ISO 50001 85

4.4.4 Energy Baseline

Energy baseline shall be established

Using information from initial Energy review

Data periods suitable to use patterns

Changes shall be measured against baseline

Adjustments to baseline when:

EnPIs no longer reflect En use or

There have been major changes or

According to a predetermined method

Baseline data to be recorded

ISO 50001 86

4.4.5 Energy performance indicators (EnPI)

EnPIs shall be identified

Appropriate for monitoring performance

Methodology for determining and updating EnPIs

shall be:

Recorded

Regularly reviewed

EnPIs shall be reviewed and compared to the EN

Baseline

ISO 50001 87

4.4.6 Energy objectives, targets and action

plans(s)

Establish, implement and maintain

documented energy objectives and

targets at relevant levels / functions

Objectives - Consistent with policy

Targets – Consistent with objectives

O&T shall be “framed” / SMART

ISO 50001 88

4.4 Energy Planning (P) 4.4.6 Cont’d

Objectives and Targets shall into account

legal and other requirements

Significant energy uses

Technological options

Financial, operational and business conditions

Legal requirements

Views of interested parties

ISO 50001 89

4.4 Energy Planning (P) 4.4.6 Cont’d

Action plans shall be implemented

Action plans shall include:

Designation of responsibilities

Means and timeframe for targets

Method for verifying success

Verification results

Action plans shall be documented

Update action plans shall at defined intervals

ISO 50001 90

4.5 Implementation and

Operation (P)

4.5.1 General

Action plans and other outputs from the

planning process shall be used for

implementation and operation

ISO 50001 91

Operation (P) 4.5.2 Competence Training and Awareness

Personnel working for or on its behalf

related to significant energy uses shall be

competent on the basis of education,

training, skills or experience.

Training needs shall be identified

Based on operation of EnMS

Based in control of its significant energy uses

ISO 50001 92

Operation (P) 4.5.2 Cont’d

Provide training or take other actions to meet

training needs

Maintain appropriate records

ISO 50001 93

Operation (P) 4.5.2 Cont’d

Persons working for or on its behalf shall be

made aware of:

Importance of conformity with EnMS

Their roles, responsibilities and authorities

Benefits of improved energy performance

The impact of their actions and behaviours (actual

and potential / positive and negative) on energy

use and the achievement of objectives and

targets

ISO 50001 94

Operation (P)

4.5.3 Communication

Communicate internally on energy

performance and the EnMS

Appropriate to organisation’s size

Implement a process by which all persons

can make comments or suggest

improvements

ISO 50001 95

Operation (P)

4.5.3 Cont’d

Decide whether to communicate externally

about its energy policy, EnMS and energy

performance.

Document its decision

If externally communicating,

Establish and implement a method

ISO 50001 96

Operation (P) 4.5.4 Documentation

4.5.4.1 Documentation Requirements

Core elements and interactions shall be

documented

Scope and boundaries

Energy policy

Objectives, targets and action plans

Documents/records required by ISO 50001

Other documents as determined by organisation

ISO 50001 97

Operation (P) 4.5.4.1 Cont’d

Notes: the degree of documentation depends

Scale of organisation

Type of activities

Complexity of processes and their interactions

Competence of personnel

And (?) technology, staff churn, shifts etc.

ISO 50001 98

Operation (P) 4.5.4.2 Control of Documents

Records and documents required by EnMS shall

be controlled

Approved before use

Reviewed periodically

Changes and revision status identified

Available where needed

Legible and identifiable

Control over external documents

Obsolete documents identified

ISO 50001 99

Operation (D)

4.5.5 Operational Control

Operations associated with significant

energy aspects shall be identified and

planned

Ensure consistency with energy policy,

objectives, targets and action plans

Ensure operations are carried out under

specified conditions

ISO 50001 100

Operation (D)

4.5.5 Cont’d

Specific actions

Setting criteria for operation and

maintenance

Operating to set criteria

Appropriate communication of

operational controls

ISO 50001 101

Operation (D)

4.5.5. Note

Emergency / Contingency Planning

An organisation may choose to include

energy performance in determining how

it will react to these situations

ISO 50001 102

Operation (P)

4.5.6 Design

Consider energy performance in design of

new, modified and renovated facilities,

equipment …

Input: Energy performance evaluation results

Output: records

ISO 50001 103

Operation (P)

4.5.7 Procurement

Services, products, equipment and energy

Partly evaluated on energy performance

Establish criteria for evaluation based on

Consumption

Efficiency

Lifetime energy costs

Document energy purchasing specifications

Ref. Annex A

ISO 50001 104

Energy ratings

ISO 50001 105

4.6 Checking (C)

3.6.1 Monitoring and Measurement

Key characteristics that determine energy

performance

Monitored

Measured

Analysed

ISO 50001 106

4.6 Checking (C)

4.6.1 Cont’d

Key characteristics shall include:

Significant energy uses

Output of energy review

Relevant variables

Effectiveness of action plans

Actual v. Expected

ISO 50001 107

4.6 Checking (C)

4.6.1 Cont’d

Results of M&M to be recorded

An energy management plan, including M&M

equipment, shall be defined and implemented

Appropriate to size and complexity.

M&M: Utility meters to BMS / BEMS

ISO 50001 108

4.6 Checking (C)

4.6.1 Cont’d

Periodically review its measurement needs

Measurement equipment shall be accurate and

reliable

Records of calibration to be maintained

Or other means of establishing accuracy and repeatability.

Investigate and respond to significant deviations in

energy performance

Maintain results of these activities

ISO 50001 109

4.6 Checking (C)

4.6.2 Evaluation of compliance with legal and other

requirements

Evaluate compliance at planned intervals

Records to be maintained of compliance

evaluations

ISO 50001 110

4.6 Checking (C)

4.6.3 Internal Audit of EnMS

Planned intervals

Conformance with ISO 50001

Conformity with objectives and targets

Effectively implemented and maintained

Improved energy performance

ISO 50001 111

4.6 Checking (C)

4.6.3 Cont’d

Audit plan and schedule …. considering

Results of previous audits

Status and importance or process/area

Selection of auditors

Ensure objectivity and impartiality

ISO 50001 112

4.6 Checking (C)

4.6.4 Nonconformity, corrective actions and

preventive action

Address actual and potential NC by

making corrections and

taking CA and PA

ISO 50001 113

4.6 Checking (C)

4.6.4 Cont’d

Action shall include

Reviewing NC or potential NC

Determining cause(s)

Evaluating the need for action

Stop occurrence or reoccurrence

Determining an implementing action needed

Keeping records of CAPA

Reviewing effectiveness of CAPA

ISO 50001 114

4.6 Checking (C)

4.6.4 Cont’d

Action shall be appropriate to

Magnitude of problem

Energy management consequences

Ensure necessary changes made

ISO 50001 115

4.6 Checking (C)

4.6.5 Control of Records

Establish and keep records necessary to

demonstrate conformity

EnMS compliance and performance and ISO

50001 (EnMS)

Record controls shall be defined and

implemented

Identification, retrieval and retention

Legibility, identification, traceability, media etc.

ISO 50001 116

4.7 Management Review (A)

4.7.1 General

Review the EnMS

Planned intervals

Ensure continuing suitability, adequacy

and effectiveness

Records to be maintained

ISO 50001 117

4.7.2 Inputs to Management Review

Follow up from previous reviews

Review policy

Review energy performance and related EnPIs

Evaluation of legal and other requirements

Extent to which objectives and targets met

Results of EnMS audits

Status of corrective/preventive actions

Projected energy performance

Recommendations for improvement

ISO 50001 118

4.7.3 Outputs from Review

Changes in energy performance

Changes in energy policy

Changes to EnPIs

Changes in objectives, targets and

other elements

Consistent with improvement

Changes to allocation of resources

ISO 50001 119

Frequently Asked Questions

How much paperwork? Document:

4.1a/b, 4.2f, 4.3g, 4.4.1, 4.4.3, 4.4.6, 4.5.3, 4.5.4.1/2,

4.5.7,

Define:

4.1b, 4.2.1a, 4.2.2f, 4.3, 4.4.2, 4.4.3, 4.4.6, 4.6.1, 4.6.3,

Procedure

Implement Controls:

ISO 50001 120

How much paperwork? Record:

4.4.3c, 4.4.4, 4.4.5, 4.5.2, 4.5.4.1, 4.5.6, 4.6.1, 4.6.2,

4.6.3, 4.64e, 4.6.5, 4.7.1,

Results maintained:

4,6,1, 4.6.2,

Report:

4.2.2 c/d

Documented Procedure:

ISO 50001 121

How much paperwork? Specified conditions:

Criteria:

4.2.2g, 4,4,3, 4.5.5a/b, 4.5.7

4.5.5, 4.6.1, 4.6.3

ISO 50001 122

What is significant?

Consider:

Major energy uses

Major energy costs

Views of stakeholders

Involving your employees

Availability of expertise

Sustainability

ISO 50001 123

Policy, Objective, Target

ISO 50001 124

POLICY

Improve energy efficiency

OBJECTIVES

Improve energy efficiency of chiller system

TARGET

Reduce electrical energy use by 10%

by end 2012 (from baseline data).

End (part 2)

Review of what an auditor might look at

in the review of energy use within the

organisation

Excluding common elements to generic MS

ISO 50001 125

ISO 50001:2011

Energy Management Auditing

Richard Hadfield

ISO 50001 Audit Guide 126

These slides cover the two main areas

The energy review

Operations

Other areas are regarded as generic to

management systems although with an

energy emphasis

ISO 19011:2011

The auditing process is covered by ISO

19011:2011

For certification (3rd party), this is covered

by ISO 17021:2011 and competence

requirements are in preparation.

These are regarded as generic

ISO 50001:2011

KEY: A full understanding of the way

energy is used within the scope and

boundaries of the EnMS

For this one needs knowledge, skills

and good judgement.

Integration

Although energy management is distinct

from environment, quality or H&S, many of

the same techniques can be used and

there is opportunity for existing tools to

be used for EnMS either by adding energy

aspects or directly for energy.

Knowledge

Basic knowledge about energy

Understanding of buildings and their systems

Understanding of industrial systems

(compressed air, steam, chillers, vacuum, fluid

distribution, heat exchangers, boilers, reverse

osmosis DI water etc.)

Understanding of alternative energy sources

Understanding of tariff structures and energy

agreements

Key laws of physics

Laws of thermodynamics Energy can neither be created or destroyed

Flow of heat is energy transfer

Work is a form of energy transfer

Heat flows from a hotter to a cooler body

(entropy

Fourier’s Law – conduction

Exergy – available energy

Forms of energy

Thermal (Heat /

cooling)

Noise / Vibration

Electromagnetic /

Light / Radiation

Kinetic / Movement

Magnetic /

Electricity

Electrochemical

Chemical

Potential /

Hydroelectric /

Wind / Elastic /

Pressure

Mass (E=MC2)

Nuclear

Techniques used in

Energy Efficiency

Energy Service

Key to understanding alternative strategies

Energy Service is:

A review of what the system is to achieve

Example: Energy service = raise temperature of x ml water from ambient to 100oC

The ”Onion” Diagram – Energy

Demand

Energy

Service

Process

Control

Operation &

Maintenance

Housekeping

Energy Savings by Category

Energy Service

Process Change

Equipment

Operations

Controls

Housekeeping

2007 2008 2009 2010

Energy Service

Process Change

Equipment

Operations

Controls

From Energy Service to Energy Bill

1. Reduce the ”Energy Service”

2. Use energy efficient technology

3. Optimise efficiency of plant and technology

4. Ensure a correct operation of the plant

5. Re-use waste/excess energy

Energy Service

Energy Consumed

What is needed to provide the energy service in theory

What energy is consumed in reality

Example:

Removal of Cement Dust from Cement-Bags

1. ”Energy Service” = removal of cement dust

2. Technology = compressed air vs. ”mechanical” solution

3. Efficiency = minimize pressure needed etc.

4. Operation = minimize idle load etc.

5. Re-use of waste = utilise excess heat for building

heating (compressor waste heat)

7% 100%

Energy needed for task

Energy used for task

Review of Systems Map the system and determine boundaries

Collect data on the current operation

Understand energy flows

Understand phases of operation

Start up

Operation

Idle – ready state

Shut down

Idle – dormant state

Work out energy for typical cycle

Normalise (EnPI)

Autoclave in Healthcare Industry

6 compressors of

each 150 kW

delivering 8.5 bar

compressed air

Compressed air

reciever at 8.5 bar

20 autoclaves of each

15 meter length and 2

meter diameter

Trays with

plastic tubes

in bags with

sterile water

Coating of Metal Alloys

Flue gas (300C)

Product

entering the

furnace

Product

leaving the

furnace

3 natural

gas burners Natural gas

Conveyor

surface

approx.

Stack Exhaust

from doors

Energy Balances/Sankey Diagrams

1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

An energy balance can explain the overall efficiency of a

process

Review operation parameters

Examples:

Cycle times

Operating hours

Temperatures / Make-up air etc.

Flow rates / speeds

KEY: Understanding of safety / product

quality / required environment

Review of equipment

Examples:

Sizing

Run / standby / duplex sets

Maintenance routines

Leakage

Condensation / insulation

Controls

Pipe layouts / orifice plates etc.

Review of Design Parameters

Food Ingredients:

Need for ventilation in

packaging area

was before audit 10

times per hour

Review of product

requirements and change

of equipment reduces

ventilation to 4 times

per hour

Annual cost saving

Euro 25,000

Pay-back = 0 years

Review of energy waste

Review whether “waste heat” can be

used as low grade heating

Heat exchanger

Transfer medium

Direct heat use

Composite curves used to

understand potential

Composite Curves

composite

The ”composite”-

principle identifies:

- Improved supply

- Heat recovery

The ”composite”-

principle can be

applied also for:

- Compressed air

- Water/waste water

- Etc.

Temperature

Energy Content

Example: Heat Recovery Large waste heat ammounts in most

industrial sectors

In food sector, pharmaceutical sector etc.

large ammounts of waste heat has

temperatures < 100C

The most easy solutions might be utilised

already (building heating)

...but large hidden energy demands might

be found in heating of water for processes

and cleaning purposes etc.

Use the composite-principle

Establish water/heat storage (70 C)

Support from Quality Tools

Many “Quality Tools” can be used in the

context of energy

Examples:

Six Sigma

5 S (housekeeping)

Lean / Value Stream Mapping

Ishikawa diagrams

Cause and Effect Diagrams

Overall Equipment Effectiveness (OEE) or OEE2

Ishikawa / Fishbone

Measurement /

Monitoring

Materials /

Manpower /

Skills

Method /

Controls

Machine /

Maintenance

Environment /

External

PROCESS

OUTCOME

7 deadly

wastes

Strain – Lack of

Management Support

- Culture of Org.

Reduction in

Variation

7 Deadly Wastes

Over processing (intensity)

Inventory / Work-In-Progress

Defects / Rework / Waste

Waiting

Excessive motion / work steps

Transport / unnecessary movement

Over Production (quantity)

Failure to use human potential

Mistake Proofing

Poke-Yoke

Ensuring that major waste of energy

can not happen

Hotel key operated a/c and lights

PIR switching

Interlocks

Flow limiters (isenthalpic)

5 S - Housekeeping

Sort out

SEITON

Straighten / Organise

SEIKETSU

Standardise

SHITSUKE

Sustain

End (part 3)

Questions?

ISO 50001 157

Common Areas of Energy

Use Improvement

POTENTIAL SAVINGS

combustion Off gas / NOx

Unburnt fuel

Conduction / radiation

Unburnt residues

Blowdown

Flue gas temperature

Increase heat transfer

Correct sizing

Preheater

maintenance

POTENTIAL SAVINGS

combustion

Recuperators / Regenerative Burners

Reducing excess air

1 – 2% gas / 10% solid fuel

Burner control

Fuel choice

Oxy Firing

Insulation

Reduce furnace openings

POTENTIAL SAVINGS

Pressure

Isenthalpic pressure reduction

Boiler control / numbers

Preheated feed water / economisers

Scale deposit prevention

Reduce blowdown

De-aeration vent rate

Short cycle loses

Distribution system optimisation

POTENTIAL SAVINGS

Insulation

Steam traps

Maintenance

Selection

Condensate collection

Reduce flash steam

Recover blowdown energy

POTENTIAL SAVINGS

heat recovery

Heat exchangers

Heat pumps

Chillers (absorption)

Co-generation

Tri-generation

Steam - hot water / electricity / chiller

District heating / chilling

POTENTIAL SAVINGS

electricity Power Factor Correction / Wattless Current

Inductive loads (motors, VSD, discharge lighting,

transformers etc.)

Harmonics

Welding equipment, electric arc furnaces etc.

Transformers

Motor Sizing

68% of energy in industry

Oversizing (peak efficiency at about 75%)

Frequency converters, variable speed drives (VSD),

Adjustable frequency drives (AFD), inverters etc.

POTENTIAL SAVINGS

electricity

Energy Efficient Motors (EEM)

Costlier

20 – 30% above 20kW

50 – 100% below 15 kW (2 – 8% increased efficiency)

EEM ratings

EEM 1 – best, EEM 3 – worst

Better reliability, less noise, heat and stress

Variable Speed Drives

Can save up to 50%

Constant load – will reduce efficiency 3 – 4%

POTENTIAL SAVINGS

electricity

Transmission losses

Avoid V-belts and worm gears

Motor Repairs

Can reduce efficiency of 5kW motor by 4%

EXAMPLE: Cost of new 20 – 130 kW EEM would pay

back in 3 years if used 4000 h/yr with electricity cost of

10c/kWh

Rewinding

Should be done by OEM or approved agent

POTENTIAL SAVINGS

compressors

ISO 11011- Compressed air

systems – energy assessments

10% of industrial energy use

Price of 1NM3 between 1c

and 10c

Target 85 - 130 Wh/NM3 for

air at 7 bar

PIE DIAG. Cost over 5 years

at 6000h/yr

POTENTIAL SAVINGS

compressors

Design (2 year payback)

50% could be improved (9% saving)

Location of tank / pressure (3% saving)

Pipework losses (3% saving)

High Efficiency Motors

Control systems

Heat Recover

Leak reduction

POTENTIAL SAVINGS

compressors

Filter maintenance

Cooling with outside air

Location often poor (2% power loss)

Optimising pressure

Adjust mechanical pressure sensors

Optimise compressor sizes

Optimised intelligent control

Tank Location

Near high fluctuating uses / buffering

POTENTIAL SAVINGS

pumping 20% of energy use

Inventory and Assessment

Pump selection

Pipework systems

Maintenance

Pumping Management

Shut down when not needed

Multiple pumps

Appropriate use of throttling / orifice plates

Motor selection

POTENTIAL SAVINGS

heating

Typical HVAC system used

60% energy in chiller / heat pump

40% energy in peripheral areas

Space heating

Reduce / increase thermostat (up to 10% saving)

Ventilation

Design optimisation

Rebalancing

Free cooling

Building Energy Management System (BEMS)

POTENTIAL SAVINGS

lighting

20 – 50% energy in offices

Lighting levels

Equipment selection

LED, CFL etc.

Maintenance

PIR controls

POTENTIAL SAVINGS drying / separation / concentration Radiation

Computer controls

POTENTIAL SAVINGS drying / separation / concentration Technology selection

Convection , conduction, radiation

Mechanical processing before drying

Milk – can be taken to 76% MC

Sludge – can be taken to 20% MC

Thermal

Design calculations

Direct / indirect heating

Superheated steam

Heat recovery / heat pump

Insulation

Acknowledgements

SEAI LIEN Manager, John O’Sullivan and his team who provided input to these slides at the meeting on 28 July 2009.

Viegand Maagøe for illustrations

George O’Gorman and Michael Kelleher for their audit feedback

SEAI www.seai.ie

VMAS http://www.vmas.dk/index2.php

End (part 3)

Questions?

ISO 50001 177

ISO 50001 Presentation - R Hadfield

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