|
![]() |
|
One of the barriers to the achievement of energy efficiency improvements in Canada, especially in the industrial, commercial and institutional sectors, is peopletoo few of them having the right skills and knowledge to efficiently operate facilities and to deal with energy use as a valuable, manageable resource. Resolving this skill deficit is not without some interesting challenges, however. Energy management is a multi-disciplinary function; there is probably no technical occupation involved in facility operations, design and constructionengineers, architects, technicians, and tradesfor which energy is not an area of knowledge. What is missing is a focus on energy management as an area of professional practice. The increasing pressure on global energy resources and the apparent need for more concerted action to improve overall energy efficiency in Canada, whether motivated by competitiveness concerns, or the need to reduce related greenhouse gas emissions, call for a new level of "professionalism" and effectiveness in the management of energy use. Credentials make the world go round, it seems. Financial planners have a credential, reflexologists have one, not to mention the traditional professional disciplines. And they all have standards of competence that guide preparatory education and training, as well as ensure performance quality. They also create job opportunities and enhance mobility for the credential holder. In spite of the importance of the energy efficiency issue, however, there is no credential and no competency definition or standard for energy managers in Canada. The issue is not that there are no designations available that relate to facilities operation and maintenance. Canadians in the buildings sector can obtain an RPA (Registered Property Administrator), and Systems Maintenance Technician and Administrator (SMT, SMA) designations from BOMI. Colleges offer related job entry and continuing education programs, with their own recognized certification; two examples are the Diploma in Technology for Mechanical Engineering Technology - Energy Management along with several related specializations offered by St. Clair College, and facility operator and manager certificates based on the Building Environmental Systems (BES) Program of Seneca College. While contributing to the development of needed skills and knowledge, none of them really define energy management in marketplace terms. Such is not the case in some other countries. In the United States, the Association of Energy Engineers (AEE) offers its own version of a professional designation, the CEM or Certified Energy Manager. The objectives of the CEM program cover all the bases: to raise the professional standards of those engaged in energy management, to improve the level of practice, to provide identification of suitably qualified individuals, and to award recognition of competence. In the UK, an especially thorough examination of the energy management field has resulted in The Standards for Managing Energy, a description of the role of energy managers and how they contribute to energy efficiency in organizations. The Standards also serve as a template for training, professional development and certification. Most important, they also provide a foundation for an important area of professional practice within a complex of organizational management functions. The UK Standards are built around three key principles of energy management:
Within these three short phrases lie considerable management depth and scope. The energy manager must manage the financial aspects of energy supply and consumption, including the selection of suppliers, contracting for supply, monitoring and controlling resource use. She must appraise energy management practices, identify and evaluate opportunities for improvement in energy efficiency, play a leadership role in the development and implementation of effective energy strategies in the organization, and promote energy efficiency as a corporate goal. He has a key role in the development of an "energy efficiency culture" in the organization, in the stimulation of employee actions that will contribute to the achievement of corporate objectives, and in the continuous improvement of energy efficiency. The UK model views energy management as an amalgam of technical and management skills and knowledge, with an emphasis clearly on management. It is an interesting approach that has merit in the Canadian context. Perhaps it is time to launch an effort here to create a national consensus around a Canadian standard and credentialexploiting the experience of others, such as the UK, to our advantagebut, without delay, filling the gaps in the human side of energy management. From Energy Manager magazine, November 1997 issue. |
|
Are there any firms in Canada that wouldnt seize an investment opportunity with a fourteen to one payback? The surprising answer is "yes", because of the lack of awareness that exists about the benefits of training employees on energy efficiency. As you read this, Canadas position on climate change will probably have become clear as an outcome of the international meetings in Kyoto. What has not become clear, however, is specifically how the nation will achieve whatever targets are set. In particular, there is no public commitment to a comprehensive human resources development strategy to facilitate and support other energy efficiency measures. And yet, there are compelling arguments in favour of an human resources focus. No matter what else is done to achieve energy efficiency improvements, training, done right, empowers people to maximize and sustain savings; conversely, inadequately trained employees can defeat efficiency measures and waste energy. What individual firms do about energy efficiency training is a function of their corporate training practices in general, the priority they place on energy management, and the availability of suitable training services. In Canada, less than two-thirds of successful small and medium-sized firms engage in training of any kind, and less than half perform formal training (as distinguished from on-the-job training); of those that do train, the average annual dollar commitment is about $850 per employee (1992 data). As a subject of training, energy efficiency has a potential direct payback equivalent to many times that investment. In the case of energy efficiency, a fairly broad definition of "training" applies since organizational needs usually are not limited to the specifics of technologies and operating practices. An organizational culture issue also exists, focused on the value attributed to energy as a resource to be effectively managed and conserved, and on the importance of people in the achievement of corporate goals. Many organizations have achieved energy savings by running motivation and awareness programs; while these may not be "training programs" in the narrow definition, they include elements of information transfer and attitude change, both of which are outcomes of training in its broader interpretation. As well, awareness and good housekeeping have a payback in terms of energy savings. However, the simple measures are not always obvious, especially when the corporate culture has not designated energy as a truly manageable resource. Numerous case studies, at home and abroad, demonstrate unequivocally the benefit that training yields. In the UK, for example, British Aerospace (Airbus) Ltd. reported that a training program costing about $16,000 yielded sustained energy savings of more than $230,000 per year after all other costs were deducted, a payback on the training investment of about fourteen to one, or three weeks. In this program, middle managers participated in customized training in four parts: the first part developed background knowledge of the world energy scene and established the need to conserve energy; the second focused on the identification of savings opportunities in the plant; the third introduced "good housekeeping" techniques and "best practices"; and the fourth helped participants to develop specific action plans for their own departments. The company objectively monitored the impact of the program on energy savings, and found that past measures that were in danger of being eroded were consolidated, and subsequent direct actions taken by participants led to further savings and the creation of an "energy efficiency culture" in those departments. Closer to home, training played an important role in mobilizing Bayview Management (Edmonton) Ltd. to achieve savings in a commercial office tower, estimated by the property manager, Michele Carr, to be about $100,000 per year. In this case, it was training of the property manager, integrated with retrofit measures and training of operating and maintenance personnel, that achieved the savings. Ms. Carr has said, "I have talked to property managers about operating costs and how to control or reduce them. A lot of managers dont know how to get started or what to look for regarding energy efficiency. Energy is one of our highest annual costs, and therefore opportunities for savings are significant." Her training started with a modest $400 investment. Attributing savings solely to training investments may be difficult to justify. However, cases like these two suggest that training, as an integral element of the overall energy management plan, mobilizes the organization, results in the identification of savings opportunities that would otherwise be missed, helps the firm to make the best use of external resources when needed, and sustains the impact of technological and operational changes by creating an energy efficiency culture in the organization. Investments in human capital development pay off, especially when tied to energy efficiency. From Energy Manager magazine, January 1998 issue. |
|
The question isnt, "to train or not to train?" The question is whether to take charge of energy within the organization, or to turn it over to an external resource (ora third optionto do nothing). Sakto Corporation opted for an internal strategy for energy management at its Commerce Plaza facility in Ottawawith spectacular results. Sean Murray, the Secretary-Treasurer of Sakto Corporation, told me that his company has taken a long-range viewpoint on its building operations. "Rather than looking at this building in terms of a twenty or twenty-five year commercial life," he said, "and were ten years old nowwe think that it makes sense to look much further down the road. This is our flag ship." The result of this corporate philosophy is a building that has dramatically improved its energy efficiency and its occupancy and tenant satisfaction. Sakto Corporation sees its business as tenant service, and that means taking steps to control costs to maintain competitive lease rates, while creating a building environment that exceeds tenant expectations. As an example, one major tenant at Commerce Plaza has attributed a 6% productivity gain to improvements in the indoor environment that have reduced illness-related lost time and have increased workplace efficiency. Commerce Plaza also received an award from Environment Canada for the exceptional quality of air in its underground garage (due to measures that cost more, but that were justifiable in view of savings elsewhere in the building). In the period 1991 to 1997, Commerce Plaza had an occupancy rate that went from about 45% to over 99%, while the electricity billits an all-electric buildingtoday holds at an estimated $72,000 per year below what was projected on the basis of 1991 efficiency. Thats $72,000 saved on a bill that runs about $300,000 per year. Just as important, tenant satisfaction with the facility has risen dramatically over that period. How was this achieved? Starting with top-down commitment, Sakto Corporation elected to mandate its own operations staff to manage energy use. Organizations that choose to incorporate energy efficiency into their overall management structure, and to do so using internal resources, are inevitably confronted with three critical issues:
Training is a strategy responding to all three questions, and the answers at Commerce Plaza are "yes, yes, and yes". This is not a terribly profound assertion; no one would dispute the need for training when new software systems or new technology is installed. But the extent of the need related to an issue as pervasive as energy efficiency is not always obvious. Dan Lynch, the building engineer at Commerce Plaza, attributes their successes to four factors: three excellent contractors (Andy Stevenson of Digelair Service for his work on roof-top chiller units, Jim Limoges of VCI Controls for the buildings DDC system, and John Schultz and Brian Jardine of Boss Electric for electrical system modificationsall three being local firms), and training provided by CIET instructors Steve Dixon and Garth White. Dans training, and his transfer of knowledge and skills to his staff, resulted from the management attitude at Sakto that considers performance numbers objectively, and, when the business case is made, empowers staff to "go and do it." Some of the initiatives that achieved what amounts to a 20% reduction in energy costs included:
The indoor environment was enhanced in the process with six to eight air changes per hour, a maintained 26% relative humidity, and constant 15% fresh air makeup. Tenants enjoy a 3o plus or minus override on temperature set point, with the immediate response provided by DDC control of the VAV boxes. Dan Lynch says that 40% of the savings were achieved by applying that rare commodity, common sense. All retrofits were financed from savings. Some of the gains resulted from fine-tuning the building, dealing with those problems that are common in newly commissioned facilities. For example, it was necessary to reconnect solar sensors on east and west facing walls that were incorrectly interconnected, and to repair deterioration in the original deck sealing. But until someone began to assess in detail the energy performance of the building, in this case, Dan Lynch, these problems were simply not evident. Who needs training? Sakto Corporation will claim that its own operations staff did. A building that doubled its occupancy, and reduced its energy consumption by 20% is compelling evidence that this is the way to go. From Energy Manager magazine, March 1998 issue. |
|
|
|
|
TEMOL
|
Editor's Note: There are extensive requirements for today's energy manager, beyond the technical. (For an actual listing, refer to the brief note following Mr. Tripp's report.) To help prepare energy managers for this new dimension, British energy management practitioners have worked with other groups to develop the project-oriented TEMOL Study Program. Several unique features-for instance, each student is assigned a "tutor"-make TEMOL a valuable way to expand one's knowledge. Efforts are underway to make the program available in the U.S. For further information, see the closing footnote. There is a school of thought, one that I subscribe to, that the effectiveness and sustainability of an energy management strategy depends in large measure on the attention given to the related knowledge and skills of people in the organization. Part of this view is that energy efficiency needs to be incorporated into the organization's value structure-the corporate culture-if the same care and accountability afforded to other corporate priorities is to be given to the use of energy. Another part of it is that there is a critical role to be played by energy managers, or line managers who carry responsibility for energy use, in industrial, commercial and institutional organizations, a role that is both technical and management in its scope. Of course, the development of the necessary values and attitudes, skills and knowledge, is predicated to some extent on the availability of relevant, effective, and accessible training.The various components of the organization-the CEO, the office occupant, the line worker, the custodian, and so on-all have an impact on energy use, and all have particular needs for "attitude adjustment," knowledge and skills. Creating an energy-valuing culture is not an easy nor short-term task. WHAT DOES AN ENERGY MANAGER DO? However, many organizations that have successfully managed energy have found that a key role can be played by an "energy manager." The name on the organization chart may vary, but there are some interesting answers to the question, "What does an energy manager do?" One such view is found in the UK. The "Standard for Managing Energy," part of the British National Vocational Qualification (NVQ) system, defines energy management as an area of professional activity that includes the following key roles:Promote energy efficiency Identify improvements to energy efficiency Provide advice and support for the development of energy efficient practices
efficient practice in terms of operations and maintenance management information systems for the monitoring of energy performance, and the analysis of management information for decision-making the development of an energy efficiency culture in the organization management issues such as policy development, internal communications, human resources development in support of energy efficiency, financial analysis of proposed efficiency measures how to provide organizational leadership towards energy efficiency improvement. It is also apparent that the energy manager is truly a "manager," required to act strategically, to communicate, to influence others, and to find and critically assess relevant information. The context in which he or she works involves a number of key organizational aspects that bear on the capacity for energy efficiency improvement:
TEMOL-TRAINING IN ENERGY MANAGEMENT THROUGH OPEN LEARNING Where, then, can an aspiring energy manager obtain the knowledge and skills required for this sometimes daunting role? One answer, again, comes to North America from the UK via Canada. The TEMOL (Training in Energy Management through Open Learning) Program, as the name implies, is an independent study program providing a comprehensive treatment of the energy manager's role, mapped specifically on the Standard described above.TEMOL was developed in the UK by a consortium involving energy management practitioners, The Institute of Energy, the University of the West of England, the Department of Environment and the two energy efficiency studies units, ETSU and BRECSU. The Canadian Institute for Energy Training (CIET) has contextualized and expanded the program to reflect North American circumstances and needs, and has recently launched delivery in Canada. While very conventional in its structure16 paper-based modulesTEMOL has a number of interesting features that contribute to its appeal and effectiveness. The first is that tutor support is provided to each candidate. The approach employed in the UK and adopted in North America is to assign an energy management professional as personal tutor to the learner for assistance on an as-needed basis, probably electronically via telephone, fax or email. Since participants are likely to come from one of the industrial, commercial or institutional sectors, the learner-tutor relationship is most beneficial when the tutor has knowledge of the environment in which the student works; this is the main criterion for matching tutors with learners. The second feature is that the curriculum is project-oriented. Guided learning activities are incorporated into the text and these typically involve the learner in tasks in his or her own workplace. For example, if an inventory of energy-consuming loads is to be created and documented, the learner's facility is the "laboratory" for the assignment. One of the goals is to use the study program to generate useful, and hopefully, rewarding information that often results in the tuition costs being saved through the learner's impact on energy efficiency in the organization. The third feature is the integration of a multi-faceted evaluation structure into the program. This is training designed for adult learners, and it relies heavily on self-assessment, questions and problems that the learner uses to assess his or her own understanding of key principles. There is a need for thorough evaluation of learning as well, and this is achieved with seven written examinations that are graded by the tutor. Finally, a terminal consolidation project that provides an opportunity for the learner to integrate the scope of knowledge and skills developed and to apply them to real needs in the workplace is evaluated on a pass/fail basis. In the UK, TEMOL is one of the means of developing the knowledge and skills required for a Certificate of Qualification under the NVQ system, and, therefore, evaluation of learning is doubly important. In Canada, successful completion of TEMOL results in the award of 36 continuing education units (CEUS) through the Engineering Institute of Canada; arrangements have yet to be made for this in the United States, but the program is clearly regarded as a substantial undertaking. The fourth feature is the use of a comprehensive library of resource literature, much of it from the UK Best Practices (BP) Program. The references provided and cited in the modules include case studies, good practice guides, technical bulletins, innovation profiles, and management guides. The hallmarks of these ETSU and BRECSU publications are the very high quality of the technical writing, their practicality, and the physical presentation of the material. The fifty or so titles included in the TEMOL program provide an introduction to a collection of 700 or more BP publications. Other references are from Canadian and American sources. Where TEMOL especially shines is in its reflection of the definition of energy management discussed earlier. In the modules listed below, one finds a comprehensive treatment of the technological aspects, albeit in a generic sense, the environmental impact issue, and the management functions.
TEMOL is career education. Being open learning, access to it is not a numbers nor a geographical problem, as is the case in group programs. It involves a commitment of, typically, about a year of part-time study. Certainly the intention in the UK, and CIET's intention in North America, is to offer the program as a highly relevant, practical preparation for energy managers. It is obviously not the whole story; codes and standards, current technology, utility practices in a deregulated environment, are among the issues that are deeper and broader than the program can address. However, the foundation is laid for the energy manager to know how to deal with these and similar matters. The program is also at a level that presumes at least some postsecondary education such as technician or technologist programs, engineering, or qualified trades that relate to facility operation, or equivalent work experience. Participants need not be engineers to manage well in the program, but engineers do not find their intelligence insulted. Indeed, individuals from non-technical disciplines whose experience involves facility management also find the program to be helpful and appropriate to their needs. Whether energy management is the sole function, or part of the accountability of a line manager, TEMOL provides the tools needed to carry out this function effectively. There are other key elements to an human resources focus in energy management, but TEMOL goes a long way towards creating the prime mover in the organization, the energy manager. Job Description for An Advanced Energy Manager Doug Tripp's article describes "TEMOL," a sophisticated training program for energy managers. What responsibilities will face them? A recent job opportunity, posted on the Internet, describes how extensive these responsibilities can be today. In this case, the energy manager's work required the ability to manage a $ 15 million annual energy budget covering 100 buildings, numerous divisions, and a competitive environment. Here is the posted job description: MANAGER (ENERGY CONSERVATION)
Qualifications: Bachelor's degree or equivalent experience required. Five years' experience in energy conservation or related field necessary. Familiarity with building, mechanical and electrical systems required. Excellent communication and interpersonal skills necessary. Report writing abilities required. |