ISO 50001 Conformant Energy Management Systems

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BTO Program Peer ReviewISO 50001-conformantEnergy Management SystemsAimee McKaneLawrence Berkeley National 518-782-7002April 2, 20131 Program Name or Ancillary

Value of Energy Management Energy efficiency improvements with very favorable paybackperiods often do not get implemented due to competingorganizational priorities Even projects that are implemented may not be sustaineddue to lack of supportive operational and maintenancepracticesProblem:Solution:Energy efficiency is not integrated into dailymanagement practices.Staff at all levels in an organization need to beengaged in the management of energy on anongoing basis.Energy management requires an organization to shift from a project-byproject approach to one of continual improvement in energy performance2 Building Technologies

ISO 50001Energy management systemsNew international best practice in energy management leading to: continual improvement of energy performance;greater reliability of sustained energy savings;better utilization of energy data in making decisions;more strategic deployment of energy efficient technologies (e.g.advanced monitoring systems), and integration of energy efficiency practices into dailyorganizational operations. American National StandardsInstitute & Department of Energyled development Published in 2011, including inputfrom 56 agement-standards/iso50001.htm3 Building Technologies

ISO 50001Plan-Do Check-Act Cycle4 Building Technologies

Project PurposeISO 50001- Energy management system standard is alreadydemonstrating that it can produce deeper and moresustainable energy savings in industrial facilities, even thosewith ongoing energy efficiency programs.1Problem Statement:Determine whether existing commercial buildings:1. Are likely to experience similar positive results fromimplementing ISO 500012. Can be expected to achieve full conformance to ISO 50001, oris a less rigorous approach needed3. Find value in third-party certification of ISO 50001 conformance1 See US DOE’s www.superiorenergyperformance.net5 Building Technologies

Project ApproachObjectives:Determine whether existing commercial buildings:1. Are likely to experience similar positive results fromimplementing ISO 500012. Can be expected to achieve full conformance to ISO50001, or is a less rigorous approach neededApproach: 8 pilot sites were identified through the Clean Energy Ministerial Pilot sites– received training and technical assistance– decided whether to pursue ISO 50001 or a less rigorous approach(EnMS elements)– provided information on resource requirements and overallexperience6 Building Technologies

Pilots and Selected Pathway1. ISO 50001 Certification Track General Service Administration Denver Federal Center (50 bldgs) Ronald Reagan Office Building (very large multi-function officebuilding) J.W. Marriott Hotel (upscale hotel) Massachusetts Institute of Technology (entire campus)2. Energy Management System Track Aetna/NGKF (3rd party- managed office building)3. Targeted Technical Assistance Track Cleveland Clinic (hospital) Target (2 stores) Walmart7 Building Technologies

Pilot OrganizationTechnicalAssistance TeamDOE Program ManagementLBNL Technical &Program StrategyPersonal PilotAssistantsGaTechEnergy ManagementCoachingCommercial Building Pilots8 Building Technologies

Technical Assistance TeamPPAs Manage Relationship w/Pilots Monitor Pilot Deliverables NREL & LBNL Building EE ExpertsLBNL ISO 50001 Implementation StrategyProgram DesignCertification Cost AnalysisManage GaTech ContractGaTech ISO 50001 Implementation Experts EnMS Implementation Coaching, Training,Tools Document Review & Feedback Internal Audit Training9 Building Technologies

Technical AssistanceApril 2012- March 2013Regular Coaching Calls(focused on EnMS implementation)Off-Site Document Review& Feedback(using e-mail and e-meetings)Delivered by ProjectTechnical Assistance Teamwith participation/inputs from the pilots(including work plan deliverables& draft documents)Training Webinars &Technical Resources(Implementation & Internal Audit topics,e-Guide tools and other implementationresources)10 Building Technologies OfficeOn-Site Internal AuditTraining & Practice Audit(ISO 50001 track only)

EnMS Implementation Tool -SamplePROJECT DELIVERABLES CHECKLISTISO 50001 ELEMENT1. Management Responsibilitycheck ifcomplete dPROJECT DELIVERABLESROLES/NEEDED DOCUMENTSNEEDED RECORDSRESPONSBILITIESCOMPLETED ?UNDER CONTROL?DEFINED?(as applicable)(yes/no)(yes/no)(yes/no)Management representative appointedEnergy team establishedScope and boundaries defined and documentedImportance of energy management communicatedby top managementEnergy objectives and targets approved andresourcedEnPIs reviewed and approvedEnergy management responsibilities andauthorities defined and communicatedEnergy performance incorporated into long termplanning2. Energy Policy3. Legal and OtherRequirements4. Energy Review11 Building Technologies OfficeEnergy policy developed and approvedEnergy policy communicated across the scopeApplicable legal and other requirementsidentified and access establishedProcess for consideration of legal and otherrequirements in the EnMS establishedEvaluation of compliance for legal and otherrequirements completedEnergy sources identifiedCurrent energy data collected and analyzedPast energy data collected and anlayzedSignificant energy uses (SEUs) determinedVariables affecting SEUs identifiedCurrent performance of SEU-related facilities,equipment, systems and processes determinedFuture energy use estimatedEnergy performance improvement opportunitiesidentified and

EnMS Training Webinars12 Building Technologies

Onsite Internal Audit TrainingGSA Ronald Reagan BuildingMassachusetts Instituteof Technology13 Building Technologies

Potential Project Impact ISO 50001 implementation in US industrial facilities isyielding verified facility-wide energy performanceimprovements of 5-25%– 77% from operational improvements (no-cost, low-cost)– 23% capital projects1 Target large commercial buildings for ISO 50001certification– Roughly 50% of the floor space, 100,000 buildings ( 5% total) if only 10% of this target group initially participated– increasing their energy performance by just 8% over 3 years– the annual energy cost savings would be 280 million21) Assessing the Costs and Benefits of the Superior Energy Performance Program, 2013 ACEEE Summer Study for IndustryPaper by LBNL, DOE, Energetics2) Analysis of Third-Party Certification Potential for Superior Energy Performance for Commercial Buildings, DOE Internal Reportprepared by LBNL & DEKRA 201114 Building Technologies

Alignment with BTO GoalsGoal: Reduce the energy required to operate existing commercial buildingsby 40 percent, at less than the cost of the energy saved. Bring neededtechnologies and practices to marketISO 50001 implementation in commercial buildings Will result in deeper and more sustainable energy savings Build greater management awareness of energy efficiency benefits Create opportunities for a new category of energy managementprofessionals Provide a structured approach to energy efficiency that can be coupledwith M&V processes to create energy savings with market value15 Building Technologies

Project Budget & Deliverables FY 12 Total: 459KSubcontracted: 238K (GaTech, DEKRA ) FY 12Deliverables:Reconfigured Program DesignCertification Strategies AnalysisISO 50001 Implementation Assistance for 8 Pilot Organizations FY 13 18K AdditionalFY 12 Remaining: 167KIn Subcontract: 154K (GaTech)Deliverables:ISO 50001 Implementation Assistance, including onsite trainingFinal Report, Lessons Learned & Recommendations16 Building Technologies

Next Steps and Future Plans Develop internal report summarizing lessons learned Apply findings to inform a nationally scalable approachincluding:– Modify / enhance eGuide and other technical assistance toolsand resources for this market– Expand Certified Practitioner in Energy Management forprofessionals implementing ISO 50001 in commercial buildings Explore ways that ISO 50001 certification can– Align with LEED credits– Support utility incentives for broader range of EE actions– Be combined with verified energy performance ement/17 Building Technologies

implementing ISO 50001 2. Can be expected to achieve full conformance to ISO 50001, or is a less rigorous approach needed . 3. Find value in third-party certification of ISO 50001 conformance . 1 See US DOE’s .

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