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50001 Ready Training Day 2

This training session covers identifying energy improvement opportunities, prioritizing them, and setting objectives and targets for energy performance. Participants will learn how to develop action plans and establish responsible parties and time frames.

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50001 Ready Training Day 2

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  1. 50001 Ready TrainingDay 2

  2. Logistic reminder • Restrooms • Cell phones and pagers • Emergency procedures • Questions and discussion are important. Bring them to the group. • Divide class into teams of at least 4 people

  3. 50001 Ready Training Day 2 Questions and comments from Day 1 Navigator, Energy Footprint Tool, EnPI Lite Tool Navigator Tasks 2, 3, 6, 7, 8, 9, 10 ,11, 24 Day 2 Navigator Tasks 7, 11, 12, 13, 14, 15, 16, 17, 20, 21, 22, 23, 25 Next Steps

  4. Energy ReviewNavigator Task 12Energy Improvement Opportunities

  5. Navigator Task 12 Improvement Opportunities Identify opportunities for improving energy performance Prioritize opportunities Select opportunities for implementation Update opportunities • Coincides with ISO 50001 – 4.4.3c, 4.4.6

  6. How to Identify Energy Opportunities? • Utility representatives and utility programs • Energy assessments • US DOE system assessment tools • Employee suggestions • Service technicians • Commercial building standards • Industrial sector standards • Equipment standards • Government organizations • Equipment vendors

  7. Establish and Apply Prioritization Criteria • Get the right people together • Review relevant organizational information • Determine criteria • Develop tools or techniques for applying criteria • Apply criteria to prioritize opportunities

  8. Opportunities for Improvement Prioritization: Example Criteria Rating

  9. Opportunities for Improvement Prioritization: Example Rating Rate opportunity on each of the four criteria

  10. Select Opportunities Prioritization: Example Rating Rate opportunity on each of the four criteria

  11. Update Opportunities • Defined intervals • Major changes • Move projects up and off list

  12. Group Activity #1 • Copy the projects listed in “Example Worksheet” into the “Blank Worksheet”. • Develop 3 prioritization criteria for the opportunities and enter them at the top of the “Blank Worksheet”. • Work with your team to score the opportunities according to the criteria you developed. • Total the scores and rank the opportunities. • Enter the opportunities in order on a sheet of paper. If you have time, compare the results to the weighted worksheet. How: Work in your teams Time: 30 minutes What: Complete the opportunity prioritization worksheet. Score the opportunities provided. List the opportunities in order on a sheet of paper. We will debrief in class

  13. Energy ReviewNavigator Task 11Objectives & Targets

  14. Version 1 - 2018 Navigator Task 11 • Establish and document objectives and targets • Obtain management approval • Communicate objectives and targets • Objectives and Targets • Coincides with ISO 50001 – 4.4.6

  15. Roadmap Analogy • Baseline is the starting point or reference to determine if energy performance is improving • Objectives and targets are the destination, compass and milestones that are set • Action Plans are the pathway; they have all of the specifics for the energy savings journey • The Action Plan explains how we will accomplish the Objectives and Targets

  16. Relationships Policy Overall direction relative to Energy Performance Objective Supports Energy Policy Objective Long term - Specific Target Specific Measurable Target Achievable Relevant Target Timed Supports Objective

  17. ISO 50001 Requirements • Consistent with the energy policy • At relevant levels • Specific and measurable • Timeframes established • Documented • Objectives and Targets:

  18. Input Considerations • Legal and other requirements • Significant energy uses • Opportunities for improvement in energy performance • Financial • Operational and business conditions • Technology options • Views of interested parties • When developing objectives and targets, consider…….

  19. Interested Parties Affected or concerned with organization’s energy performance • Government entities • Customers • Employees • Neighbors • Others

  20. Examples • Objective: Reduce facility-wide energy consumption 15% by 2020. • Objective: Reduce facility electricity consumption 10% over the next two years. • Target: By end of 2018, reduce electrical energy consumption in administrative operations 2% from 2015 baseline. • Target: Reduce compressed air consumption to allow one compressor to be taken off-line in January 2019. • Target: By end of 2018, reduce natural gas consumption in boiler operations 1% from 2015 baseline.

  21. Success Factors • Stated objectives and targets should be:

  22. Group Activity #2 • What are your organization’s current energy related objectives or targets? • How are these translated for your facility, or department? • How are these communicated to personnel? Contractors? How: Work in your teams Time: 10 minutes What: Answer questions Record answers in notes section of Task 11 We will debrief in class

  23. Energy ReviewNavigator Task 13Improvement Projects: action plans

  24. Navigator Task 13 • Determine: • Actions • Time frames and • Responsible parties • Define verification method • Communicate expectations • Document and update • Take action Improvement Projects Coincides with ISO 50001 - 4.4.6

  25. Relationships Policy Overall direction relative to Energy Performance Objective Supports Energy Policy Objective Long term - Specific Target Specific Measurable Target Achievable Relevant Target Timed Supports Objective Action Plan Was it successful? Action Plan Who? What? When? Action Plan Is it on track? Action Plan Is it complete?

  26. What is Required? Timeframes

  27. Defining the Action Plan

  28. Best Practices Define Actions • Ensure actions are well defined, provide sufficient detail • Ensure tasks are assigned to a single person, as opposed to a group or department • Identify any necessary document, process or procedure revisions required by the project • Train employees or contractors on changes implemented due to the project • Continue monitoring and measurement of the project parameters to ensure sustained improvement • Communicate benefits to stakeholders

  29. Best Practices Schedule and Complete Actions • Ensure timeframes set in the plan are reasonable and achievable • Assign responsibility and resources to actions based on required timeframes • Hold regular meetings to review current progress & update plan • Review and update the action plan as necessary • Assign additional resources when needed

  30. Communication & Success Factors Communication Action plans are used as a basis for regular communication with: • Energy team members • Non-team members responsible for implementation tasks • Management regarding status and required resources • Rest of the organization, e.g. internal newsletter • Outside stakeholders, e.g. customers, shareholders

  31. Navigator Implementation Resources

  32. Group Activity #3: Action Plans You have been tasked with developing an action plan for one of the identified opportunities. • Establish an action plan for one of the SEUs identified yesterday. • Fill in the worksheet for the selected opportunity. How:Work in your groups Time:20 minutes What: Use the Activity 13 worksheet Debrief as a full class

  33. Continual ImprovementNavigator Task 16Operational Control

  34. Navigator Task 16 • Determine operating & maintenance criteria • Operate & maintain equipment accordingly • Communicate controls to personnel • Operational Control • Coincides with ISO 50001 - Section 4.5.5

  35. Operational Controls: Definition Operational Controls are all the procedures, tools and guidelines that promote the efficient and uninterrupted functioning of critical equipment. Examples include: Criteria - parameters • Operational • temperature, • pressure, • Amperage • Maintenance • Filter replacement • Lubrication • Vibration Procedural- instructions • Operational • Oven start up/shutdown • Paint booth down draft • Peak shaving • Maintenance • Leak repair • Cleaning • Equipment tuning/calibration

  36. Connection to SEUs

  37. Developing Criteria Sources of Criteria: • Manufacturer’s recommendations • System personnel or operational manuals, including automated controls • Minimum process or system requirements • Service personnel suggested operating/maintenance practices • Statistical process control • Benchmarking performance of similar equipment • Guidance from energy system experts (can be in energy assessments) • Internal expert’s suggestions • Past issues or problems

  38. Operational Criteria Operating criteria: • Occupancy time • Temperature • Pressure • Humidity • Control schemes • Set points • Others

  39. Maintenance-Definitions • The primary purpose of maintenance has traditionally been to maintain reliability & availability. • However, effective equipment maintenance also enhances energy efficiency. • Reactive maintenance will undoubtedly waste energy • The cost of the energy will often be more than the cost of the maintenance (also a different budget!) • All significant energy users need to be maintained correctly • Applies equally to external service contracts

  40. Maintenance Criteria & Factors Maintenance criteria: • Filters • Lubrication • Tune-ups, adjustments Maintenance factors: • Operating schedules • Inspection methods & intervals • Start up & shut down frequency • Severity of service

  41. Document Criteria: Completed Example

  42. Communication of Controls • On-the-job training • Work instructions or operating procedures • Classroom training • Posted list of specified settings • Logbooks • Email in corporate intranets Identify SEU affected personnel, then….

  43. Operational Control Implementation Methods Procedure Based: • Procedures or work instructions • Equipment logbooks • PM Schedule • Equipment operating procedures • Checklists • Bulletin board postings • Technology Based: • Control systems/HMIs • Alarm/alert systems • Computer automated activities • Preventive maintenance system Training Based: • Maintenance training • Operations training • Contractor training • Better Plants INPLTs • You may already have many operational controls in place – if so, leverage them for energy management!

  44. Connections to SEUs

  45. Barriers to Effective Operational Controls • Implementing controls that are not easy to use, understand or communicate (controls not user-friendly) • Forgetting to include maintenance criteria in addition to operating criteria • Infrequent communication of operational controls – need to tell employees and contractors • Not checking control effectiveness regularly • Failing to improve ineffective controls • Cultural – getting staff accustomed to doing something new

  46. Value to the Organization • Significant savings with small or no capital cost • Sustains Energy Savings • Control energy spending by controlling highest cost uses • Improves uniformity of process • Continuity of processes during personnel changes • Allows operators to help with energy savings

  47. Group Exercise #4: Operational Criteria For the SEU you used in the last activity, brainstorm the operational & maintenance criteria needed to operate & maintain the SEU in an efficient manner. Using the worksheet, list the key operating criteria and maintenance criteria completing any relevant column. How: Work in your groups Time:20 minutes What: Complete SEU Operational Criteria worksheet Record operational criteria in the activity worksheet. We will debrief as a full class. What will it take to complete Navigator Task 16?

  48. Continual ImprovementNavigator Tasks 14, 15, 17Monitoring, Measurement and AnalysisSignificant Deviations

  49. Navigator Task 14 Monitoring • Monitor and analyze energy consumption • Monitor and analyze SEUs & relevant variables • Check action plan progress & effectiveness • Monitor energy opportunities • Evaluate actual versus expected energy consumption Coincides with ISO 50001 – 4.6.1

  50. Navigator Task 15 Measurement • Define and implement an energy measurement plan • Develop process to periodically review measurement needs • Ensure accuracy & repeatability of measurements • Keep calibration records Coincides with ISO 50001 – 4.6.1

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