Integrating energy action planning and energy management ...

50000 and 1 SEAPs Integrating energy action planning

and energy management systems

Centralized Training Session

Introduction to management

systems and ISO 50001

Padova - Wednesday, 2 April - Thursday, 3 April, 2014

Co-funded by the Intelligent Energy Europe

Programme of the European Union

Presented by:

Camillo Franco, SOGESCA

Srl

• ISO 50001 consultant

• Consultant of several municipalities

• EnMS Accredia auditor

1 Energy and environmental

Management Systems

Management Systems standards

4

PDCA cycle: Plan, Do, Check, Act All Management Systems are based on the PDCA cycle

5

EN ISO 14001:04 www.european-accreditation.org

www.iso.org

www.accredia.it

It is based on the environmental aspects identification and

evalutation

Requires the organisation to manage legal requirements

Requires continuous improvement of the MS performances

and pollution prevention

Activities espected to affect environmentl impacts are to be

planned, controlled and monitored

http://www.european-accreditation.org/





http://www.iso.org/

ACCREDIA: Dipartimento Certificazione e Ispezione

Dati da “survey” ISO 2009

ISO 14001 - Top 10 Europa

+16%

+17%

+33%

+67%

+17%

+42% +26% +9%

+40% +19%

0

2.000

4.000

6.000

8.000

10.000

12.000

14.000

16.000

18.000

Spain Italy United

Kingdom

Romania Germany Czech

Republic

France Sweden Turkey Switzerland

2009

2008

2007

7 Number of ISO 14001 certificates fpr each EA sector

(2010)

SGA - PRIMI 5 SETTORI e EA36

482

1.412

587

488

938994

1.018

1.442

935

686

1.0431.023

1.374

818

1.0531.067

1.318

1.149

0

200

400

600

800

1.000

1.200

1.400

1.600

39 31 17 29A 25 36

set-10 set-09 set-08

8

EMAS - Regulation CE/1221/2009 http://ec.europa.eu/environment/emas/index_en.htm

It makes reference to ISO 14001 for EMS requirements

Required a full legal compliance

An Environmental Statement is to be issued and

The organisation must have a proactive approach with

interested parties

The improvement of environmental performances is required

Examples of monitoring of energy consumption in an EMAS Environmental Statement of a school

10

UNI EN ISO 50001:2011

It’s based on the energy review and on the energy baseline

Identification of improvement opportunities is a focus point

Few procedures are required

It stresses the importance of measurement and of the energy

performances indicators (EnPI)

12

Certification

It is a process through witch a third party (Certification Body

- CB) undertakes the responsibility to declare that a

management system, a product, etc. is compliant with

established requirements

A public standard (e.g.: ISO 50.001) is required

The indipendence of the CB from the certified organisation is

mandatory

Impartiality of the CB is also a mandatory requirement

Auditors of the CB shall be competent

Publicly available procedures are to be established

13

Accreditation

It is a process through witch the national Accreditation Body

(established according to the Regulation 765/2008) verifies

the capability of a CB to perform a specific activity.

Capability includes competences, tools, resources, etc.

You can accreditate certification, inspection, calibration,

training, etc.

Accredia is the Italian Accreditation Body

14

We cannot expect that the organisation is achieving the best

performance. ISO 14001 / 50001 do not establish specific

levels of environmental / energy performance

We are not sure that the organisation complies with legal

requirements at any time

Accidents may still occur

Results that we cannot expect from of accreditated certifications ISO 14001 and ISO 50001 Source: International Accreditation Forum (IAF)

15

Expected results of accreditated certifications ISO 14001 and ISO 50001 Source: International Accreditation Forum (IAF)

The CB states that the organisation – within the defined scope

of the MS – manages its own activities related to the

environment / to the energy uses and demonstrates its

committment to:

- Pollution prevention / energy performances improvement

- Compliance wiith legal requirements

- Improve performances

The certification grants that the organisation’s MS is suited to

the nature of its activities, products and services and is

compliant with ISO standard requirements

16

Expected results of accreditated certifications ISO 14001 and ISO 50001

The MS certification will provide:

- Demonstration of the compliance to third parties

- Useful discussion with external experts

- Proudness of job done between personnel

- Group identity within the organisation

- Deadlines to be complied with

17

The duration of a ISO 50001 certificate is normally 3 years The expiring date is printed on the certificate itself

Duration of the certificate

18

Initial year: certification audit 1st year: surveillance audit (1/3 duration) 2nd year: surveillance audit (1/3 duration) 3rd year: ricertification audit (2/3 duration) Each CB has its own regulation / contract to be accepted

Three years of certification

19

Stage 1: to focus problems and preparedness

Stage 2: to check the effectiveness of the MS

Decision for the certification

Initial certification process

Preaudit

(optional)

Stage1 Stage2 Decision

Certification process

20

The European Energy Award® (eea) is a quality

management and certification system for

municipalities committed to sustainable municipal

energy, climate and transport policies. From space

planning to energy supply, from mobility to

communication and cooperation – the eea comprises

all proven energy and climate protection measures

municipalities can take.

Eea Joining countries

Conditions for certification

Once the eea auditor and the national eea committee have

confirmed the municipality’s exemplary energy and climate

protection policy and implementation, based on the results

of the external audit, the municipality is certified either

under the European Energy Award® (implementation of 50%

of the scope of action) or the European Energy Award® Gold

(implementation of 75% of the scope of action).

http://www.european-energy-award.org/about/organisation/#c7

http://www.european-energy-award.org/gold-municipalities/




2 Introduction to

ISO 50.001:2011

ISO 50.001: highlights for municipalities

This presentation is not intended to present

all ISO 50.001 requirements

It focusses those requirements having

specific importance for the standard

implementation in a Municipality and / or

relevant for the implementation together

with a SEAP

ISO 50.001

The purpose is to enable organizations to establish the systems and processes necessary to improve energy performance, including energy efficiency, use and consumption.

Implementation is intended to lead to reductions in greenhouse gas emissions, energy cost and other related environmental impacts, through systematic management of energy.

Is applicable to all types and sizes of organizations, irrespective of geographical, cultural or social conditions.

Successful implementation depends on commitment from all levels and functions of the organization, and especially from top management.

ISO 50.001 Specifies EnMS requirements, upon which an

organization can develop an energy policy, and establish

objectives, targets, and action plans

Applies to the activities under the control of the

organization

Application can be tailored to fit the specific

requirements of the organization, including the

complexity of the system, degree of documentation,

and resources.

EnMS

model

ISO 50.001

Worldwide application of this International Standard

contributes to more efficient use of available energy

sources, to enhanced competitiveness and to reducing

greenhouse gas emissions and other related

environmental impacts. This International Standard is

applicable irrespective of the types of energy used.

ISO 50.001

This International Standard can be used for

certification, registration and self-declaration of an

organization's EnMS.

It does not establish absolute requirements for energy

performance beyond the commitments in the energy

policy of the organization and its obligation to comply

with applicable legal requirements and other

requirements. Thus, two organizations carrying out

similar operations, but having different energy

performance, can both conform to its requirements.

Main definitions

3.1 boundaries

physical or site limits and/or organizational limits as

defined by the organization

EXAMPLE A process; a group of processes; a plant; an

entire organization; multiple sites under the control of

an organization.

Main definitions

3.7 energy consumption

quantity of energy applied

3.8 energy efficiency

ratio or other quantitative relationship between an

output of performance, service, goods or energy, and an

input of energy

EXAMPLE Conversion efficiency; energy required/energy

used; output/input; theoretical energy used to

operate/energy used to operate.

NOTE Both input and output need to be clearly specified

in quantity and quality, and be measurable.

Heated m2/

kWh

Main definitions

3.10 energy management team

person(s) responsible for effective implementation of

the energy management system activities and for

delivering energy performance improvements.

NOTE The size and nature of the organization, and

available resources, will determine the size of the

team. The team may be one person, such as the

management representative.

Main definitions

3.13 energy performance indicator EnPI

quantitative value or measure of energy performance,

as defined by the organization

NOTE EnPIs could be expressed as a simple metric, ratio

or a more complex model.

3.18 energy use

manner or kind of application of energy

EXAMPLE Ventilation; lighting; heating; cooling;

transportation; processes; production lines.


4.2.1 Top management

Top management shall demonstrate its commitment to

support the EnMS and to continually improve its

effectiveness by:

a) defining, establishing, implementing and maintaining

an energy policy;

b) appointing a management representative and

approving the formation of an energy management

team;

(…)

Competences of the

energy team:

- Technical

- Administrative

- Contracts


4.4.3 Energy review

The organization shall develop, record, and maintain an

energy review. The organization shall:

a) analyse energy use and consumption;

b) based on the energy use and consumption, identify

the areas of significant energy use, i.e. identify the

facilities, equipment, systems, processes and personnel

working for, or on behalf of, the organization that

significantly affect energy use and consumption;

identify other relevant variables affecting significant

energy uses;

c) identify, prioritize and record opportunities for

improving energy performance.

Other variables affecting energy uses:

- External temperature

- Number of lamps of the public

lighting network

example of a register of opportunities


4.4.4 Energy baseline

The organization shall establish an energy baseline(s)

using the information in the initial energy review,

considering a data period suitable to the organization's

energy use and consumption. Changes in energy

performance shall be measured against the energy

baseline(s).

The “baseline” is a basic concept also for SEAPs

develoment

ISO 50.001: highlights for municipalities 4.4.5 Energy performance indicators

The organization shall identify EnPIs appropriate for

monitoring and measuring energy performance. The

methodology for determining and updating the EnPIs

shall be recorded and regularly reviewed.

EnPIs shall be reviewed and compared to the energy

baseline as appropriate.

Consumed kWh

kWh/ m2

CO2eq emission/citizen


4.4.6 Energy objectives, energy targets and energy management

action plans

The organization shall establish, implement and maintain

documented energy objectives and targets

The objectives and targets shall be consistent with the energy policy.

Targets shall be consistent with the objectives.

When establishing and reviewing objectives and targets, an

organization shall take into account legal requirements (…) ,

significant energy uses and opportunities to improve energy

performance (…)

The organization shall establish, implement and maintain action plans

for achieving its objectives and targets.


The action plans shall include:

- designation of responsibility;

- the means and time frame by which individual

targets are to be achieved;

- a statement of the method by which an

improvement in energy performance shall be

verified;

- a statement of the method of verifying the results.

ISO 50.001 strongly stresses

results verification


4.5.2 Competence, training and awareness

The organization shall ensure that any person(s) working for or on its

behalf, related to significant energy uses, are competent on the

basis of appropriate education, training, skills or experience.

The organization shall identify training needs (…)

The organization shall ensure that any person(s) working for or on its

behalf are aware of the importance of conformity with the energy

policy, (…) their roles, responsibilities and authorities (…), the

benefits of improved energy performance, the impact with respect

to energy use and consumption of their activities (…), and the

potential consequences of departure from specified procedures.


4.5.3 Communication

The organization shall communicate internally with

regard to its energy performance and EnMS, as

appropriate to the size of the organization.

The organization shall establish and implement a

process by which any person working for, or on behalf

of, the organization can make comments or suggest

improvements to the EnMS.

The organization shall decide whether to communicate

externally about its energy policy, EnMS and energy

performance,


4.5.5 Operational control

The organization shall identify and plan those operations and

maintenance activities which are related to its significant energy

uses:

a) establishing and setting criteria for the effective operation and

maintenance;

b) operating and maintaining facilities, processes, systems and

equipment, in accordance with operational criteria;

c) appropriate communication of the operational controls to

personnel


4.5.6 Design

The organization shall consider energy performance

improvement opportunities (…) in the design of new,

modified and renovated facilities, equipment, systems

and processes that can have a significant impact on its

energy performance.

The results of the energy performance evaluation shall

be incorporated where appropriate into the

specification, design and procurement activities of the

relevant project(s).


4.5.7 Procurement of energy services, products, equipment and

energy

When procuring energy services, products and equipment that have,

or can have, an impact on significant energy use, the organization

shall inform suppliers that procurement is partly evaluated on the

basis of energy performance.

The organization shall establish and implement the criteria for

assessing energy use, consumption and efficiency over the planned

or expected operating lifetime when procuring energy using

products, equipment and services which are expected to have a

significant impact on the organization's energy performance.

The organization shall define and document energy purchasing

specifications, as applicable, for effective energy use.

General heating services

Public lighting

Public transports

Others


4.6.1 Monitoring, measurement and analysis

The organization shall ensure that the key characteristics of its

operations that determine energy performance are monitored,

measured and analysed at planned intervals. Key characteristics

shall include at a minimum:

a) significant energy uses and other outputs of the energy review;

b) the relevant variables related to significant energy use;

c) EnPIs;

d) the effectiveness of the action plans (…);

e) evaluation of actual versus expected energy consumption.

An energy measurement plan, appropriate to the size and

complexity of the organization and its monitoring and measurement

equipment, shall be defined and implemented.

The organization shall define and periodically review its

measurement needs.

TY for your attention!

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