Supported by

EIE/04/246/S07.38678

 

 

 

 

BESS - Benchmarking and Energy management Schemes in SMEs

 

 

BESS ENERGY MANAGEMENT IMPLEMENTATION MODEL (BESS-EMIM)

 

One of the objectives of the BESS project is to present an energy management implementation model (EMIM) which can be used and tested by pilot projects/companies. In this paper the EMIM is presented. During the pilot phase of the BESS project several tools and examples which are connected to the EMIM are available via the dart board of the e-learning scheme to selected pilot companies for testing.

 

The energy management implementation model is designed to cover different aspects of implementing energy management and fulfilling the requirements that might occur as a regulative framework for energy management. The model covers most of the ISO 14001 oriented energy management requirements like the BESS Energy Management Specification and at the same time covers practical implementing procedures, which can be used by the companies in order to achieve targeted energy saving goals.

 

Based on preliminary work on energy management systems and standards, the following BESS energy management implementation model (BESS-EMIM, Table 1) has been designed:

 

  1. START (applicable when implementing PDCA activities systematically for the first time)
  2. Figure 1: Deming Cycle of Continuous Improvements

     

     
    UNDERSTAND
  3. PLAN
  4. COMMIT
  5. IMPLEMENT
  6. EVALUATE
  7. REVIEW

 

 

 

 

 

The structure of the model follows the Plan-Do-Check-Act (PDCA) principle (see Figure 1), dividing them into actions (Start, Understand, Plan, Commit, Implement, Evaluate and Review).

 

Each action is described as set of Activities, gathering experience from other energy management systems, relevant literature and experience from consultancy services for implementation of energy management. In the Table 1 a content of each activity is presented and short description of the activity is given. It needs to be understood that the model was designed to serve the purpose of fulfilling the requirements of energy management implementation, but not in a sequential way – as the description of the model goes from left to the right, it does not mean that implementation of the model in timescale would be the same. Several activities are running in parallel and some revisions of the steps can be made along the way. The model itself is considered the same as the PDCA Cycle - after implementation phase - the understand phase will follow again.

 

In the BESS project a separate sequential step by step plan has been defined which will be used by participating (pilot) companies. During the implementation they will be facilitated by a web based e-learning system and national pilot co-ordination groups.

 

The framework of energy management implementation model itself can be used for all companies no matter of size. But the guidance and tools will be adapted to the needs of SMEs, where lack of people and experience in energy field can be observed. The purpose of the model is to facilitate the SMEs to use practical information on implementation of energy management, select and adjust the proposed steps and define their own priorities and timeframe for implementation.

 

 

IMPLEMENTING THE MODEL

 

START

Though the �start module�  is not part of the actual EMIM activities within the PDCA cycle a company starting to implement the energy management PDCA cycle has to start with preliminary (one time) activities in order to recognize the need for implementation of energy management into company’s structure and culture.

 

This phase is called �Make a BUSINESS CASE�, where companies based on few indicators (energy intensity for last few years, energy costs trends…) evaluate their performance and by recognizing other influences or needs (e.g. IPPC application, introduction of environmental/energy management standard) decide to implement energy management. A sample business case will be presented in the BESS energy management handbook.

 

In the next step companies will perform a PRE-SELF ASSESSMENT to find out their existing level of energy management. For this purpose a short series of questions will be developed based on Dutch approach for quick self-assessment.

Based on the results of the evaluation the company will decide on the level of introducing energy management and commit to its implementation.

 

The model will also give basic DEFINITION of terms on energy management and the BESS SPECIFICATION of an energy management system. Requirements and linking lists to relevant ISO management and HACCP standards (known to many companies) can be regarded as the reference for their energy management system to be implemented and the basis for self- assessment and auditing of the quality of the energy management system within the company.


With this information an ENERY MANAGEMENT IMPLEMENTATION PROJECT PLAN can be INITIATED to be gradually elaborated as a separate project during the steps taken to implement the energy management system in the company. The outline of such a company energy management implementation project plan includes following topics:

 

-           The objective of the implementation project e.g. the desired quality level of the system.

-           The activities required in order to achieve the objective.

-           The project organization within the company including the personnel needed.

-           The necessary budget.

-           The manner in which the quality and planning will be monitored.

 

When the company elaborates the energy management implementation plan it is advisable to make use of all other tools available and of consultancy by an energy agency and/or a specialized consultant if needed. Within the BESS project guidance and tools are provided by the National Pilot Coordination Group and the web based BESS E-learning system.

 

UNDERSTAND

The understand part of the model gives the company basic and advanced knowledge of their energy data and energy performance. Three ENERGY AUDITING methodologies (walk through audit, simple audit and extensive audit) will be described in order to allow companies to perform at least parts of the auditing process by themselves. The auditing phase can last from some days to few months, depends on the level (and resources) of auditing. The result of energy auditing is a list of potential energy saving measures.

 

In addition to the descriptions of the auditing procedures also TOOLS will be made available to the companies, giving them simple software tools for Energy Bookkeeping – input tables for data on energy use and costs, divided by energy sources (electricity, gas, fuel oil…) and largest energy users. In addition the Measure list – horizontal and sectoral – will be provided. The horizontal measure list will be attached for general purposes (e.g. electric motors, heating…), while sectoral lists will be developed for BESS target sectors purposes. The tools will be provided in the BESS energy management handbook.

In the scope of understanding also the framework of national and international LEGISLATION & REGULATION has to be checked and potential use of different instruments (voluntary approaches as GreenLight, MotorChallenge etc.) have to be described.

 

 

PLAN

The most important part of energy implementation model is preparation of an ACTION PLAN, where companies (with or without help of consultants) prepare an energy conservation measure list, listing them according to implementation costs into: no costs, low costs, high costs actions. The actions be described in a simple way clear goal, saving target and definition of roles and responsibilities for its execution. A sample of action plan will be provided in guidelines.


The ROLES AND RESPONSIBILITIES part outlines the need for definition of people in the company structure, define resources for planned activities and detail the time frame for execution of the action plan. This part also describes the need to plan awareness raising/education activities and use of learning tools.

 

COMMIT(MENT)

The commit(ment) phase defines the POLICY and provides basic starting point for energy management and energy saving activities in the company. The Commit phase can start at the beginning of the implementation process, but the policy itself can only be finalized when company has certain knowledge on energy matters.

 

The model describes also appointment of ENERGY COORDINATOR (�coordinator� rather than �energy manager�) and ENERGY TEAM, the key personnel for energy saving activities execution. The appointment of the personnel can be made at the beginning of the implementing process in order to better facilitate first steps (energy auditing).

 

IMPLEMENT

The implementation phase follows the proposed outline from the Action plan, and includes preparation of ENERGY SAVING REGISTER, where energy conservation measure list transforms into monitoring of energy saving activities implementation, with reference to timeframe, resources and results. A sample of energy saving register will be provided.

 

In the implementation phase awareness campaign and educational activities can be planned and executed. Awareness can be targeted:

 

Β·         internally to company personnel using different means (some examples will be provided) – it is expected that internal awareness Β campaign will have potential impact to energy savings

Β·         externally, where promotional benefits can be expected

 

The use of BESS E-learning will have to show its usefulness to the educational and awareness raising activities.

 

Apart from implementing energy saving activities also operation and maintenance in company has to be tackled. The internal organization in company has large influence to energy consumption through:

 

Β·         Equipment operation of personnel – proper procedures has to be developed

Β·         Green procurement – energy efficiency to be taken into account when purchasing equipment

Β·         Good housekeeping – procedures to avoid unnecessary losses

Β·         Etc.


 

EVALUATE

The role of evaluation phase is to check how well the implementation of energy management was done with relation to requirements and targets. A SELF EVALUATION CHECKLIST will be prepared.

The major part of evaluation will be the definition of INDICATORS for monitoring the performance of the company (first evaluation) and the performance (results) of implemented energy saving activities. The indicators will be defined in company level for evaluation of company performance, but also on end-users level (e.g. compressor) in order to allow more detailed comparison. The role of indicators is to allow company to monitor progress and compare indicators over time.

 

The BENCHMARKING is one of key tools for comparison of company or end-users performance against others. For this purpose BESS Benchmarking task will be used.

Another tool for more sophisticated evaluation of energy performances is MONITORING AND TARGETING methodology, giving the insight information to control and self monitoring the performance and targeting corrective actions in order to achieve better energy efficiency.

 

 

REVIEW

The review component of the model is only used for corrective measures, based on REVISION of the procedures and need for IMPROVEMENTS of the approach and execution of the energy saving activities.

 


Table 1: Energy management implementation model BESS

PDCA

 

PLAN

PLAN

DO

DO

CHECK

ACT

ACTION

A. START

B. UNDERSTAND

C. PLAN

D. COMMIT

E. IMPLEMENT

F. EVALUATE

G. REVIEW

ACTIVITIES

1. BUSINESS CASE

-   Initial data

-   Energy profile

-   Outer influence

Make a business case, recognize need for EM, check basic data and indicators and identify other influences defining the company decisions.

 

2. FIRST SELF-ASSESSMENT

-   Key questions

-   Decision on energy management

-   Commitment

Preparation of key questions based on results the level of company commitment and implementation of EM is defined.

 

3. ENERGYΒ  MANAGEMENT

Β Β Β  IMPLEMENTATION

Β Β Β  PROJECT PLAN

-   Level

-   Organization, personnel and budget

-   Implementation monitoring

 

3. DEFINITIONS

-   Dictionary

 

Definition of basic terms of EM for common understanding.

 

4. SPECIFICATION

-   Requirements

- Linking lists

List of requirements of an EM system which is in accordance with the existing ISO standards with a prioritization for SMEs and compatibility lists between the

EMΒ  requirements andΒ Β  relevant ISO and HACCP standards

 

1. ENERGY AUDIT

-   Different types

-   Energy audit description

-   Data collection

-   Energy consumption and trends

-   Investigate large users

-   Tracking energy use, costs, emissions

-   Investigate benchmarks

Detailed description and procedures for3 types ofΒ  energy auditing, including data collection, trends and benchmark..

 

2. TOOLS

-   Energy bookkeeping software

-   Horizontal measure list

-   Sectoral measure list

-   Links to existing national measure list

Detailed description and attached tools on energy bookkeeping for data collection, measure list for horizontal and sectoral activities..

 

3. LEGISLATIVE &

Β Β Β  REGULATIVE

Β Β Β  FRAMEWORK

-   Regulations

-   Other influence
a) Green procurement
b) Voluntary programmes
c) Outsourcing
d) Etc.

Include legislative and regulative framework into company’s knowledge about energy and environment. Check different instruments for achieving goals.

1. ACTION

Β Β Β  PLAN

-   Energy saving activities: separate for no cost, low cost and high cost activities

Action plan describes reasons and plans activities for energy saving activities and procedures. It divides them into different cost categories. It includes detailed measure list.

 

2. ROLES AND RESPONSIBILITIES

-   People

-   Resources

-   Timescale

Describe roles of people in the company structure, define resources for planned activities and detail the timeframe for execution of the action plan.

 

1. ENERGY

Β Β  POLICY

It includes objectives, goals, roles and responsibilities

 

2. ENERGY

Β Β  Β COORDINATOR

-   Job description

-   Qualifications

Describes appointment, role, job description and key qualifications for energy manager.

 

3. ENERGY TEAM

-   Job description

-   Qualifications

Describes selection, structure, role, job description and key qualifications for energy team.

 

 

1. IMPLEMENT

Β Β Β  ACTIONΒ  PLAN

-   Energy Savings Register

-   Awareness /Communication

-   Training /Education
a) needs
b) people
c) learning tools

Implementation describes simple execution with supporting materials like energy saving register (similar to measure list from action plan), describes ways to raise awareness and how to communicate on the topic both internal as external. Training and education needs must be prepared taken into account people and learning tools (including E-learning)..

 

2. OPERATION AND

Β Β Β  MAINTENANCE

-   Internal energy organization and procedures

-   Good housekeeping

Description of different levels in company dealing with energy use, describe procedures for operation and maintenance etc. Propose good housekeeping measures.

1. ENERGY

Β Β Β  MANAGEMENT

Β Β Β  CHECKLIST

Questions to allow companies self asses their implementation level of energy management..

 

2. INDICATORS

-   Company level

-   Energy users level

-   Compare overΒ  time

Define indicators for energy performance on company (e.g. energy vs. production) and end-user level (e.g. compressed air system). Allow comparison of indicators over time for evaluation.

 

3. BENCHMARKING

-   Compare against others

Describe method of benchmarking – comparison against performance of other companies.

 

4. MONITORING AND

Β Β Β Β Β Β Β  TARGETING

-   Analysis of the indicators

Describe M&T technique for indicators’ analysis for internal evaluation of energy performance over time with monitoring and targeting function for better planning of energy saving activities.

1. REVISION

After implement-tation the process should be reviewed and evaluated.

 

2. IMPROVE

Improve procedure, improve policy, improve execution, improve targets, improve goals, and start again.

 

Notes: - This EMIM is amongst others based on the EMAP approach developed by SEI, Ireland

Β Β Β Β Β Β Β Β Β Β  -Β  During the pilot phase of the BESS project several tools and examples which are connected to the EMIM are available to selected pilot companies for testing.

Β Β Β Β Β Β Β Β Β Β  -Β  The sole responsibility for the content of this publication lies with the authors. It does not represent the opinion of the Community.

Β Β Β Β Β Β Β Β Β Β  -Β  The European Commission is not responsible for any use that may be made of the information contained therein.