EEM010 - Energy Management Training Program

Prerequisite(s)
The training is designed to develop the basic skill-set and knowledge required by new entrants and junior/intermediate-level practitioners in the energy management field. 

Topic Outline
The Program consists of the following modules: 

1. Module 1: Introduction to Energy Management

Learning Objectives
1.1 Defining Energy Management
1.1.1 The Dimensions of Energy Management
1.2 Context and Motivation for Energy Management
1.2.1 Ontario’s CDM Goals
1.2.2 saveONenergy Initiatives
1.2.3 Applicable Legislation
1.2.4 Energy Utility Marketplace - the Economics of Energy Supply and Demand
1.2.5 Cost-Effectiveness in the Public Sector, Competitiveness in the Private Sector
1.2.6 Meeting Building Renewal Needs
1.2.7 Environmental Pressures
1.3 Organizational Aspects of Energy Management
1.3.1 Characteristics of Energy Managing Organizations
1.3.2 Why Doesn’t It Happen?
1.3.3 Organizational Change and Organizational Culture
1.3.4 Assessing the Organization's energy management practices – energy management
matrix exercise
1.4 Energy Management System (EnMS) – ISO 50001
1.4.1 What is an Energy Management System?
1.4.2 The Plan-Do-Check-Act Cycle
1.4.3 An overview of ISO 50001 – the key components of the EnMS
1.4.3.1 Management commitment
1.4.3.2 Situation assessment – an energy review
1.4.3.3 Setting goals and targets
1.4.3.4 Implementation and operation
1.4.3.5 Checking
1.4.3.6 Review and Evaluation
1.4.4 Challenges in implementing an EnMS – small group discussion exercise
1.4.5 Benefits of an EnMS – a case study
1.5 Developing an Energy Policy
1.5.1 Goals, Objectives and Targets
1.5.2 Sample energy policy contents
1.5.3 Devising the policy
1.5.4 Ratifying the policy
1.5.5 Monitoring Performance
1.5.6 Energy policy case study exercise

2. Module 2: Energy Basics

Learning Objectives
2.1. Energy and Its Various Forms
2.1.1. Chemical Energy
2.1.2. Thermal Energy
2.1.3. Mechanical Energy
2.1.4. Electrical Energy
2.1.5. Units of Energy
2.2. Electricity Basics
2.2.1. Definitions and Units
2.2.2. Alternating Current and Power Factor
2.2.3. Electrical Energy
2.2.4. Power
2.3. Thermal Basics
2.3.1. Temperature and Pressure
2.3.2. Heat Capacity
2.3.3. Sensible and Latent Heat
2.3.4. Heat Transfer - How Heat Moves
2.3.5. Conduction
2.3.6. Convection
2.3.7. Thermal Radiation
2.3.8. Heat Transfer Rate Equations
2.3.9. Thermal resistance
2.3.10. The impact of insulation
2.3.11. Heat Transfer in Heat Exchangers
2.3.12. Energy content of fuels
2.4. Impact of Weather on Heating and Cooling Loads
2.4.1. Heating and cooling degree days
2.4.2. Energy impact of outdoor temperature
2.4.3. Energy impact of humidity
2.5. Defining Energy Efficiency
2.5.1. Representing losses with Sankey Diagrams
2.5.2. Systematic approach to identifying energy efficiency opportunities
2.6. Energy Measurement
2.6.1. Measurement Accuracy
2.6.2. Spot and Recording Measurements
2.6.3. Useful Features of Digital Instrumentation
2.6.4. An Energy Assessment Toolbox

3. Module 3: Efficiency Opportunities in Electrical Systems

Learning Objectives
3.1. Electrical Demand Analysis
3.1.1. How to Obtain a Demand Profile
3.1.2. Interpreting the Demand Profile
3.1.3. Opportunities for Savings in the Demand Profile
3.1.4. Power Factor Correction Savings Opportunities
3.2. Lighting Systems
3.2.1. Principles of efficiency in lighting systems
3.2.2. Lighting technologies
3.2.3. Lighting retrofits
3.3. Fans and Pumps
3.3.1. Fan/Pump Affinity Laws
3.3.2. Assessment of Fans and Pumps
3.3.3. Speed control in fans and pumps
3.4. Electric Motors
3.4.1. Motor Operational Opportunities
3.4.2. Motor Replacement Issues
3.5. Industrial Plant Electrical Equipment
3.6. Savings and Payback Calculations
3.6.1. Incremental cost of energy saved
3.6.2. Indirect savings
3.6.3. Simple payback

4. Module 4: Efficiency Opportunities in Thermal/Mechanical Systems

Learning Objectives
4.1. Heating, Ventilating and Air Conditioning Systems
4.1.1. Matching the Requirement
4.1.2. Maximizing the Efficiency in heat transfer equipment
4.1.3. Assessment of HVAC system – HVAC matrix
4.1.4. Checklist of Opportunities
4.1.5. Space Conditioning
4.2. Boiler Plant Systems
4.2.1. Combustion and boiler efficiency
4.2.2. Operation and maintenance issues
4.2.3. Typical boiler efficiency opportunities
4.3. Steam and Hot Water Distribution
4.3.1. Steam trap maintenance and replacement
4.3.2. Insulation
4.3.3. Condensate Return Savings
4.4. Refrigeration Systems
4.4.1. Principles of refrigeration
4.4.2. Efficiency in mechanical refrigeration systems
4.4.3. Chillers
4.4.4. Selected Savings Opportunities
4.5. Building Envelope
4.5.1. Infiltration and exfiltration
4.5.2. Insulation and sealing
4.5.3. Fenestration systems
4.5.4. Building Heat Loss Calculation
4.6. Indoor Environmental Quality
4.6.1. Indoor air quality issues and ventilation standards
4.6.2. Thermal comfort and ASHRAE standards
4.6.3. Efficient management of IEQ
4.7. Using RETScreen for Assessment of Energy Management Opportunities
4.7.1. Overview of RETScreen
4.7.2. Developing a building model
4.7.3. “What if” assessment of proposed measures
4.7.4. Assessment of Savings and Economics
4.8. Mechanical Systems in Industrial Plants

5. Module 5: Efficiency from Controls

Learning Objectives
5.1. Types of Controls
5.1.1. Manual Control
5.1.2. Timers, dimmers and occupancy sensors
5.1.3. Programmable controls
5.1.4. Computerized systems
5.2. Review of basic building control principles
5.2.1. Basic Definitions
5.2.2. Control loops
5.2.3. Control devices
5.3. Building Automation Systems (BAS) and Energy Management Control Systems (EMCS)
5.3.1. Sequence of operations
5.3.2. BAS system interface
5.3.3. Energy performance information from the BAS and EMCS – the Graphical User Interface
5.3.4. BAS Energy Saving Strategies
5.3.5. EMCS control techniques
5.3.5.1. Optimized outside air control
5.3.5.2. Demand shedding
5.3.5.3. Optimized start-stop
5.3.5.4. Duty cycling
5.4. Intelligent Buildings
5.4.1. Configuration of intelligent buildings
5.4.2. Energy saving opportunities
5.4.3. Case study
5.5. Industrial Process Control
5.5.1. Process optimization

6. Module 6: Energy Accounting and Information Management

Learning Objectives
6.1. Energy Data Analysis
6.1.1. Tabulating and analyzing energy consumption data
6.1.2. Load and utilization factors
6.2. Benchmarking
6.2.1. Energy use indices
6.2.2. Internal vs. external benchmarks
6.2.3. Canadian energy benchmark data
6.2.4. Energy benchmarking with Portfolio Manager
6.3. Energy Monitoring, Targeting & Reporting
6.3.1. Monitoring
6.3.2. Analysis
6.3.3. Relating energy use to weather
6.3.4. Establishing the pattern of energy use compared with HDD
6.3.5. The Baseline
6.3.6. CUSUM
6.3.7. Target Setting
6.3.8. Preliminary Targets
6.3.9. Revision of Targets
6.3.10. Managing performance with the control chart
6.3.11. Monitoring as a basis for actions
6.3.12. Reporting
6.3.13. MT&R functionality in RETScreen Plus
6.4. Measurement and Verification
6.4.1. Purpose and Benefits of M&V
6.4.2. Overview of IPMVP
6.4.3. IPMVP Methods
6.4.3.1. Option A: Partially Measured Retrofit Isolation
6.4.3.2. Option B: Retrofit Isolation
6.4.3.3. Option C: Whole Building
6.4.3.4. Option D: Calibrated Simulation
6.4.4. Issues
6.4.4.1. Evaluating Savings Uncertainty
6.4.4.2. Energy Prices
6.4.4.3. Emission Trading Data
6.4.4.4. Weather Data
6.4.4.5. Measurement Issues
6.4.5. M&V Planning
6.4.6. The Cost of M&V

7. Module 7: Energy Auditing

Learning Objectives
7.1. A Systems Approach to Energy Auditing
7.1.1. The Structure of an Energy Consuming System
7.1.2. The Thermodynamics of Energy Systems
7.2. Auditing Basics – A Practical Methodology
7.2.1. The Client Meeting
7.2.2. Information required before the site visit—a preliminary energy use evaluation
7.2.3. Establish the objectives and scope of the energy audit
7.2.4. Collect and Analyze Historical Data
7.2.5. Benchmark Analysis
7.2.6. Initial Meeting & Site Tour
7.2.7. Detailed Site Tour
7.2.8. Building Heat Loss Analysis and Reconciliation of Consumption
7.2.9. Inventory Electrical Energy Use
7.2.10. Perform Detailed Lighting Inventory
7.2.11. Obtain and Analyze Demand Profile
7.2.12. Establish Energy Balance
7.2.13. Identify Energy Management Opportunities
7.2.14. Identify Supportive Programs and Incentives
7.2.15. Estimate the Costs and Savings
7.2.16. Report for Action
7.2.17. Finalize Report with Business Case Assessment
7.3. Defining the Audit
7.3.1. ASHRAE Audit Definitions - Level 1, Level 2 and Level 3
7.3.1.1. ASHRAE Level 1Walk-through – Preliminary Energy-use Analysis
7.3.1.2. ASHRAE Level 2 – Energy Survey Analysis
7.3.1.3. ASHRAE Level 3 – Detailed Analysis of Capital Intensive Modifications
7.4. ASHRAE Level 1 Preliminary Energy Use Analysis Details
7.4.1. Energy Billings Analysis
7.4.1.1. Electricity Rate Structures
7.4.1.2. Incremental Cost of Electricity
7.4.1.3. Fuel Costs and Rate Structures
7.4.1.4. Energy Use Indices
7.5. ASHRAE Level 2 Energy Survey and Analysis Details
7.5.1. Data Collection
7.5.2. Data Analysis
7.5.3. Summary Report
7.6. ASHRAE Level 3 Detailed Analysis of Capital Intensive Modifications
7.6.1. Data Collection and Analysis
7.6.2. Investment Grade Audit Requirements
7.7. Securing an Energy Audit
7.7.1. Contracting Issues
7.7.2. Pricing
7.7.3. Incentives

8. Module 8: Optimizing the Energy Source

Learning Objectives
8.1. The Ontario Electricity Market
8.1.1. Market Structure and the IESO
8.1.2. Real-time Demand Data and Hourly Pricing of Electricity
8.1.3. Hourly Ontario Energy Price (HOEP)
8.1.4. Global Adjustment
8.1.5. Regulated Price Plan (RPP)
8.1.6. Time of Use Rates
8.2. Assessing Fuel Switching Opportunities
8.3. Optimizing the Energy Source
8.3.1. Waste Heat Recovery
8.4. Renewable Energy Opportunities for Buildings and Industry
8.4.1. BioMass
8.4.2. Micro and Mini-Hydro
8.4.3. Wind Power
8.4.4. Thermal Solar
8.4.5. The Solar Wall
8.4.6. Solar PV
8.4.7. Geothermal Energy
8.4.8. Micro-turbine Technology
8.4.9. Combined Heat and Power
8.4.10. Economics of Renewable Energy
8.4.10.1. Government Incentives
8.4.10.2. Analysis of Alternative Energy Choices
8.4.11. Renewable Energy Opportunity Analysis using RETScreen

9. Module 9: Energy Efficiency Investment Analysis

Learning Objectives
9.1. Financial Analysis of Energy Management Opportunities
9.1.1. Applicable Costs
9.1.2. Simple Economic Analysis
9.1.2.1. Cash Flow Diagrams and Tables
9.1.2.2. Simple Payback and Return on Investment
9.1.3. Life-cycle Costing
9.1.3.1. Time Value of Money – Discounted Cash Flow Analysis
9.1.3.2. Interest and Discounting
9.1.3.3. Net Present Value Calculations
9.1.3.4. Internal Rate of Return
9.1.3.5. Taxes and Depreciation
9.1.4. Financial Indicators from RETScreen
9.1.5. Risk and Sensitivity Analysis
9.2. International Energy Efficiency Financing Protocol (IEEFP)
9.2.1. Energy Efficiency Financing Needs and Opportunities
9.2.2. Overview of the IEEFP
9.2.3. M&V Requirements
9.3. Project Financing
9.3.1. Financing options for in-house implementation
9.3.2. Debt financing/loans
9.3.3. Leasing
9.3.4. Energy performance contracts and ESCOs
9.3.5. Benefits of Third-Party Financing
9.3.6. Managing the Risks
9.4. Government Programs and Incentives

10.Module 10: The Human Factor – Changing Organizational Behavior and Culture

Learning Objectives
10.1. Assessing the Organization
10.1.1. Energy Management Matrix
10.1.2. Priorities for change
10.2. Benefits of Employee Awareness
10.2.1. Energy Awareness Program vs. Energy Management Program
10.2.2. Communications Initiatives
10.2.3. Selling
10.2.4. Internal Relations
10.2.5. External Public Relations
10.2.6. Types of Communication Initiatives
10.2.7. Successful Communication Strategies
10.2.8. Planning and Implementing an Awareness Program
10.3. Developing a Strategic Energy Management Plan
10.3.1. Framework for a Strategic Energy Management Plan
10.3.2. Getting Organizational Commitment
10.3.3. Understanding the Issues
10.3.4. Understanding the Business Practices
10.3.5. Understanding the Energy Use Practices
10.4. Tactical Planning and Organizing
10.4.1. Organizing for Energy Management – Roles and Responsibilities
10.4.2. Planning the Technical Measures
10.4.3. Implementation
10.4.4. Integrating with Business Processes
10.5. Communicating Energy Performance
10.6. Controlling and Monitoring Performance
10.6.1. Management Audit
10.6.2. Information Systems – MT&R

Mode of Instruction
Lectures, discussions, classroom exercises

Prescribed Texts
Materials will be provided in class.

Student Progression and Promotion Policy

http://www.senecapolytechnic.ca/about/policies/student-progression-and-promotion-policy.html

Grading Policyhttp://www.senecapolytechnic.ca/about/policies/grading-policy.html

For further information, see a copy of the Academic Policy, available online (http://www.senecapolytechnic.ca/about/policies/academics-and-student-services.html) or at Seneca's Registrar's Offices.(https://www.senecapolytechnic.ca/registrar.html).

Modes of Evaluation

Successful registrants will be eligible to receive a Seneca College Energy Management Training Recognition of Completion.