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Becoming 50001 Ready

18 January 2018

Pete LangloisDOE Advanced Manufacturing Officepete.langlois@ee.doe.gov

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Agenda

Energy efficiency and me

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Agenda

Energy efficiency and me

DOE AMO and ISO 50001

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Agenda

Energy efficiency and me

DOE AMO and ISO 50001

50001 Ready

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EE and me

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EE and me

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EE and me

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ISO 50001 Overview

• What it is:– A global standard around managing energy based on

expertise from 56 countries

– A management model for continual improvement of energy performance

• Manages energy efficiency, energy security, energy use and energy consumption

• Similar to quality (ISO 9001) and environmental (ISO 14001) management system standards

• What it does:– Builds institutional knowledge throughout an organization

– Engages all staff (executive, facility, procurement, communications, etc.), not just facility management.

– Creates the market pull and business culture for industry to invest in advanced energy efficiency technologies

– Reduces business risk associated with unpredictable energy costs and supply

– Establishes an ingrained culture and practice around energy performance

A management system is: Say what you do Do what you say Prove it Improve it

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Compatibility with other ISO standards

Unique Elements: data-driven approach

ISO 50001ENERGY POLICYEnergy reviewEnergy performance indicatorsEnergy baselineEnergy management

Energy baselineEnergy management

MANAGEMENT COMMITMENTROLES, RESPONSIBILITY & AUTHORITY

COMPETENCE, TRAINING & AWARENESS

COMMUNICATION

OPERATIONAL CONTROL

MONITORING & MEASUREMENT

DOCUMENTATION

INTERNAL AUDIT

CORRECTIVE & PREVENTATIVE ACTION

MANAGEMENT REVIEW

DESIGN

PROCUREMENT

ISO 14001ENVIRONMENTAL POLICYEnvironmental aspectsEmergency preparednessEnvironmental management program

Leverage Common & Similar Elements

ISO 9001QUALITY POLICYCustomer focusPlanning of product realizationCustomer-related processesControl of nonconforming

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Companies Using ISO 50001 in the United States

• 3M• Aflac • American Axle & Manufacturing• BAE Systems • BMW• Bosch Rexroth• Bridgestone • Cargill• Chrysler• Coca-Cola• Cummins• Curtiss-Wright EMD• Detroit Diesel• Fiat Chrysler Auto• Google• HARBEC

• Hilton Worldwide• IBM• Intertape Polymer Group• Land O’Lakes• Johnson Controls• Mack Trucks• Marriott International• MedImmune• NewGold• Nissan North America• Samsung• Schneider Electric• Subaru• Titan America• Volkswagen• Volvo Truck

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What Industry says about the value of ISO 50001

“ISO 50001 helped us nearly double our ENERGY STAR Portfolio Manager score over the years.”

- Alfred Blackmar, Aflac Vice President, Facilities Support

“At Marriott, ISO 50001 helped us save over one million kWh of electricity and improve guest satisfaction—our top priority. Using the standard helped us identify and correct a room thermostat malfunction to enhance guest comfort.”

- Rajaram Srinivasan, Director of EngineeringJW Marriott, Washington DC

“The ISO 50001 framework not only builds upon our energy management systems, but also help us drive consistency and performance improvements across our locations.”

- Steve Sacco, Schneider ElectricVice Pres., Safety, Environment & Real Estate

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DOE Advanced Manufacturing Office (AMO)

Partnerships with national labs, companies (for-profit and non-profit), state and local governments, and universities to investigate new manufacturing technologies

R&D Consortia (Institutes/Facilities)

R&D Projects

Technical Partnerships

“encourage a culture of continuous improvement in corporate energy management”

Combined Heat & Power (CHP)

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Some AMO Partners

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DOE’s Spectrum Approach to ISO 50001 Adoption

50001 Ready: Recognition for ISO 50001 conformance using guidance in DOE’s 50001

Ready Navigator tool

ISO 50001 Certification

Superior Energy Performance (SEP): Recognition for ISO 50001 certification and 3rd

party verification of energy performance improvements

DOE has developed an energy management continuum that begins with market-driven business culture and culminates in verified savings.

DOE Role

Providing tools and the market onramp Providing verified results and outcomes

Market Purpose

DOE’s 50001 Ready self-attestation program prepares organizations for certification

DOE’s SEP program fills the gap in the market for verified energy performance improvements from ISO 50001 implementation

M&VProtocol

50001 Ready M&V Protocol SEP M&V Protocol

Tools 50001 Ready NavigatorEnPI Lite

50001 Ready NavigatorEnergy Performance Indicator (EnPI) Tool

Path to Achieve-ment

1. Complete 25 steps in 50001 Ready Navigator2. Self-attest to completion3. Report energy performance

1. ISO 50001 certification2. 3rd party SEP Performance Verification audit

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The Value of a Structured ApproachBased on DOE findings, a structured energy management system yields greater, more cost-effective, and more sustainable energy savings than a more traditional, project-based energy efficiency program.

– US manufacturing Business-as-Usual ~1% per year

– US manufacturing Industry Leaders ~ 2.5% per year

– ISO 50001 certified plants ~4% per year

– Enterprise-Wide SEP Approach ~5% per year

A 2017 review of 43 US-based facilities found:

ISO 50001 resulted in 12.9% average reduction in energy consumption over 3-year period, equivalent to 3.71 trillion BTU source energy

SEP facilities saved over $430,000/year on average from low- and no-cost operational improvements

Paybacks of less than 2 years for most facilities

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AMO and ISO 50001 - Barriers

$$$

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50001 Ready – ISO 50001 Distilled to 25 Tasks

Planning1. Scope and

Boundaries

2. Energy Policy

3. Management Commitment

4. Energy Team

5. Legal Requirements

Energy Review6. Data Collection

7. Data Analysis

8. Performance Indicators (EnPIs)

9. Significant Energy Uses (SEUs)

10. Relevant Variables

11. Baselines, Objectives and Targets

12. Improvement Opportunities

13. Improvement Projects

Continual Improvement14. Monitoring

15. Measurement

16. Operational Controls

17. Corrective Actions

18. Energy Consideration in Design

System Management19. Documentation

and Records

20. Communications

21. Training

22. Procurement

23. Internal Audit

24. Calculate Energy Savings

25. Management Review

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Three Steps to Becoming 50001 Ready

50001 Ready Recognition

STEP 1Start Implementation of ISO 50001 principles

STEP 2Analysis of energy reductions

STEP 3File for 50001 Ready recognition

Submit information to DOE for Review Self-attestation of completion of Navigator, executed by

team leader and executive Submit energy performance data

DOE recognizes 50001 Ready achievement

Use the 50001 Ready Navigator Online Tool The Navigator walks you through the process of

implementing an energy management system and prepares you to be 50001 Ready

Adopt Valid Tool to Present Energy Performance DOE offers the EnPI Lite calculator for 50001 Ready EPA’s Portfolio Manager can also be used Other tools approved by DOE

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50001 Ready Navigator

Online tool, with simple, step-by-step approach to ISO 50001 implementation

25 tasks divided into 4 sections

Ability to assign tasks to team members

Extensive guidance available in each module

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50001 Ready Navigator: Designed for Varied Audiences

• 50001 Ready Navigator is designed for a range of technical abilities:

• Staff ranging from engineers to energy managers to sustainability champions

• Facilities with varying levels of familiarity with energy management

• Builds on existing expertise with ISO 14001, ISO 9001, and ENERGY STAR Guidelines for Energy Management

• Specific tooltips enable transition between related standards and programs

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50001 Ready Navigator: Highlights

• Guidance broken into straight forward sections, including:• Getting It Done – what specifically needs to be accomplished

• Task Overview – how does this task connect with ISO50001

• Full Guidance – comprehensive guidance about the task

• Optional Transition Tips – from other ISO management systems or ENERGY STAR

• Track and update task progress

• Form teams and assign tasks

• Download guidance

• Create multiple projects

• Access over 100 related resources• DOE 50001 Ready Recognition!

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EnPI Lite

EnPI Lite is a web based calculator that estimates energy savings relative to relevant variables, like production levels and weather, using linear regression

EnPI Lite functions:

1. Input Energy Consumptionand Relevant Variable Data

Input Options:

– Energy Footprint Tool

– ENERGY STAR Portfolio Manager

2. Regression Analysis (automatic)

3. Adjust Data / Models as needed

4. Download Results

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DOE “50001 Ready” Recognition

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What “50001 Ready” Is and Is Not

50001 Ready Is Not…

A standalone DOE program 50001 Ready is designed to be branded &

customized by the utility, state, etc. DOE willing to co-brand 50001 Ready

recognition DOE is not ‘claiming’ savings

Designed to replace current Utility SEM programs or offerings 50001 Ready can be used to jump start

into SEM or integrated into advanced SEM program

Requires minimal effort to integrate with existing SEM programs

A certification program 50001 Ready builds infrastructure toward

certification (if desired) Provides recognition for self-declared

conformance to the principles of ISO 50001

50001 Ready Is…

A promoter of consistent energy management principles and energy performance improvement Provides guidance based on the ISO 50001 standard used

across the globe Consistent output across sectors, geography, service territories

A program that does not require formal certification Self-declared performance to ready a facility for ISO 50001/SEP

certification

A set of resources available for rebranding/repurposing The program and its tools may be ‘owned’ by service

companies, utilities, states, and other implementer organizations.

The provider of user-friendly tools to establish an energy management system Should not require ‘certified’ professionals to implement; but

may leverage existing program support staff or CP EnMS professionals

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The Ask

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More Information

Online resources:

energy.gov/50001Ready

energy.gov/ISO50001

energy.gov/ISOSEP

Contact:

Pete LangloisAdvanced Manufacturing OfficeUS Department of Energypete.langlois@ee.doe.gov202-586-0984

• Info sheets and FAQs

• Links to the Navigator and EnPI Lite

• Case studies about recognized and certified facilities

• M&V guides

• Reports and studies on energy impact of ISO 50001

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Getting Started with 50001 Ready NavigatorUsing Suggested Jump Start Steps

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Getting Started

• Setup an account at https://navigator.industrialenergytools.com/

• Setup your plant as a project (see right for example)

– Location

– Utilities

• Answer a few questions– Other ISO experience

– Nature of operations

• Invite team members and management representatives

– Top management

– Energy management

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50001 Ready - Suggested Jump Start Tasks

Planning1. Scope and

Boundaries

2. Energy Policy

3. Management Commitment

4. Energy Team

5. Legal Requirements

Energy Review6. Data Collection

7. Data Analysis

8. Significant Energy Uses (SEUs)

9. Relevant Variables

10. Performance Indicators (EnPIs)

11. Baselines, Objectives and Targets

12. Improvement Opportunities

13. Improvement Project Action Plants

Continual Improvement14. Monitoring

15. Measurement

16. Operational Controls

17. Corrective Actions

18. Energy Consideration in Design

System Management19. Documentation

and Records

20. Communications

21. Training

22. Procurement

23. Internal Audit

24. Calculate Energy Savings

25. Management Review

Red – FirstBlue – SecondBlack – Third

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Define Scope and Boundaries

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Using Energy Footprint Tool to Collect Data

To download the DOE Energy Footprint tool, go to https://energy.gov/eere/amo/downloads/energy-footprint-tool

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Energy Consumption and Relevant Variable Data Input into Footprint Tool

For an easy to access source of weather data, go to http://www.weatherdatadepot.com/

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Understanding Energy Consumption and Costs/ Identifying Relevant Variables

Seasonal electricity and natural gas use likely tied to weather.

May have some production impact on natural gas during summer months as well, due to new oven being commissioned in 2016.

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Loading Our Footprint Data into EnPI Lite Tool

Copy and paste, then press Load Data

To download the DOE EnPI Lite tool, go to https://enpi.industrialenergytools.com/

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Analysis of Energy Use: How Did We Do?

Used more site and primary energy in 2016, so we show negative savings.

HOWEVER, we produced more product and faced more cold weather in 2016. so we show negative savings.

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Using EnPI Lite Tool to Estimate Savings and Understand Potential Relevant Variables

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Understanding Which Equipment is Using Energy

• Inspection of electric consumption data and also weather data relating to cooling degree days shows apparent dependency on cooling degree days (CDD)

• Significant portion of seasonal electricity use appears to be tied to CDD, thus likely HVAC equipment driving this use

• EnPI Lite Tool provides analysis allowing us to statistically validate this

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1 2 3 4 5 6 7 8 9 101112

Cooling Degree Days

2016

2015

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Outcome after Initial Jump Start Steps Completed

• Understand energy consumption and costs

• Understand historical energy trends and possibly savings

• Understand which equipment is using energy and what relevant variables are affecting energy use

• Identify potential savings opportunities