This module introduces the management assessment tool.

It includes a video to
demonstrate how to fill in the tool, and some examples of management best practices.
Since this tool is very simple and easy to use, there is no exercise for this module.

The purpose of the energy management assessment questionnaire is to evaluate the

implementation of energy management best practices in an organization. This sets the
context for taking steps to improve Energy Management at both the corporate and
facility level with the additional support provided by the Energy Efficiency and
Management Plan and Action Plan tool.

The energy management best practice (MBPs) assessment is part of the first step in the
Continuous Improvement Cycle.

The questionnaire organizes management best practices into a set of seven categories
as shown in this slide each of which implies roles, responsibilities, procedures and
competencies. The management best practice analysis is applied at two levels:
corporate level and plant level.
Additional information on the quality systems in the plant is also gathered, which will tie
into the productivity improvement system assessment.

The above exhibit illustrates the layout of the Management Best Practice Assessment
tool, as shown in the index tab.

Link:
Module 6 Video

Link:
10 A2A Training Module 6 activity Completed Assessment

Some examples of corporate management practices are given in this slide. Consider why
each measure is management best practice and how each measure can be a benefit to
an organization and an industrial facility.

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Some examples of facility management practices are given in this slide. Consider why
each measure is management best practice and how each measure can be a benefit to
an organization and an industrial facility.

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Similar to the management assessment, the productivity is very simple and easy to fill
in. This short module explains the purpose of the productivity improvement tool, and a
brief demonstration will show how to use it.

The purpose of the Productivity Improvement Assessment questionnaire is to evaluate

the implementation and awareness of continuous improvement practices in an
organization. This sets the context for taking steps to improve productivity with the
additional support provided by the Energy Efficiency and Management Plan and Action
Plan checklist and template tool.

The Productivity Improvement Assessment (PIA)is the last of the assessment tools which
make up the first step in the Continuous Improvement Cycle.

This assessment is that last step the toolkit takes before identifying opportunities at the
factory.

The above exhibit illustrates the layout of the Productivity Improvement Assessment
tool as shown in the index tab.

Link:
Module 7 Video

Link:
11 A2A Training module 7 PIA

This module explains the content of the report card and opportunity identification tool,
and how to use it. The previous modules have shown how to use the input tools
(technical assessment, management assessment and productivity tools) and reference
tools (the technical libraries). Now you will see how they all feed into the RCOI tool, and
how the RCOI organizes and summarizes the data to produce relevant graphs and tables.

The Report Card and Opportunity Identification tool imports data from the assessment
tools, performs calculations to analyse and summarize the data, and presents the results
by means of graphs, charts and tables. The result is a report card which displays a
breakdown of energy consumed, technical and best practice scores, and a summary of
prioritized energy management opportunities and their potential savings.

As shown above, the Report Card and Opportunity Identification tool falls under the
second step of the Continuous Improvement Cycle.

The above exhibit illustrates the layout of the Report Card and Opportunity Identification
tool as shown in the index tab. Users can click on the description to navigate directly to
that tab.

As mentioned, the benchmarking study addresses three elements: energy use and
efficiency, technical best practices, and management best practices. The report card
present results and scores of each of these elements.
Here is the typical output of the first element: energy use and energy efficiency. The
charts indicate the annual purchased energy costs and the corresponding net energy
content. The table shows the resulting energy output by end use (consumed energy).
For some plants who are unaware of their energy performance, this can be quite
revealing and surprising to learn where their energy is going. Energy intensity metrics
are usually provided if a specific subsector is studied (such as GJ per ton of product item
for ammonia production).

1 Comfort

energy includes energy used for heating, ventilation, air conditioning and

lighting
Energy Intensities.
2 European Directive on Integrated Pollution Prevention and Control (IPCC): Best
Available Technologies (does not include energy used for comfort)

The second dimension of the energy performance benchmarking is an assessment of technical

best practices.
Here is an example of results of implemented best practices. Best practices are assessed by each
end use or major category of equipment, and an overall average TBP score is provided at the
end. In assessing best practices, only applicable practices are included. For example, if there are
23 best practices for ovens, and 19 are applicable to a plant, and they have implemented 12 of
those practices, their score is 12 out of 19, or 63%.
The benchmarking reveals the baseline of energy performance and also the opportunity for
improvement. As shown, for boilers, 50% of applicable best practices are implemented in this
example, leaving another 50% of applicable practices yet to be implemented. For major end uses
like boilers, this can be important in reducing energy use.
On the bottom of this slide is another example of the output of results for implemented best
practices. Management Best practices are assessed by each major category of equipment, and
an average MBP score is provided at the end.
These best practices are listed in order of what is considered to be most important or strategic in
driving MBPs forward from policy and planning, organization and accountability, financing,
project management, monitoring, reporting and communication and finally training, capacity
building and recognition. Having an appropriate policy and plan in place (appropriate to the size
of the organization and its objective) drives improvements in other categories of MBPs. Many
plants tend to focus on energy management on an ad-hoc basis, such as project financing of
energy improvement projects as needed. Without an appropriate plan, evaluation plan and
training in place, projects may not address or achieve their expected performance or sustain
energy performance in the long term.

This table summarizes the opportunities, providing just the name of the each measure.

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The opportunities are also listed showing more detail, including the potential energy,
greenhouse gas and cost savings for each measure.

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The measure library tab number is also provided, so if more detail for a measure is
required, go to the given library tab to find more information.

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All variables are automatically imported from the Technical Assessment and
Management Assessment tools, and the measure library. There is no requirement to
gather and enter data for this tool. However, it is recommended that the imported data
be verified.
This toolkit imports data and finally summarizes the data in a concise and coherent plant
report card.
The answers from the Technical Assessment and Management Assessments
tools are imported into RC 6 and RC 7 tabs where the scores are calculated.
The energy use for each end-use is imported from the Technical Assessment.
The tool calculates best practices scores and uses them together with energy
use by end use to determine energy savings potential for each end-use, and to
prioritize the opportunities.
The report card (RC 1) displays these results in the form of charts and tables.

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Link:
Module 8 Video

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Links:
12 A2A Training module 8 activity
05 A2A Training module 5.1 activity - Completed Assessment
10 A2A Training module 6 activity - Completed Assessment

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Links
13 A2A Training module 8 activity - RCOI - Blank

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This slide shows some of the results from the completed report card. The completed
reported card is also included in the exercise folder (14 A2A Training module 8 activity RCOI Completed)

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This module explains the Action Plan tool which addresses planning and deliverables.
We have seen the input tools which are used to gather information from a plant, which
then feed into the report card and opportunity identification tool which summarizes that
data and illustrates the results in relevant ways that aid in determining next steps. The
Action Plan tool is a template to help an organization or facility ensure that the
continuous improvement process does not stop after the assessment, but carries on to
implementation.

The purpose of the Energy Efficiency and Management plan checklist and Action Plan
template is to assist an organization in developing an Energy Management Plan, and
setting priority and defining responsibility and a timeline for carrying out activities to
achieve and sustain energy efficiency improvement while considering productivity
improvement aspects.

The results of the Report Card and Opportunities Identification tool are used to
complete the EE&M Plan checklist. The prioritized elements of the EE&M Plan Checklist
are used to prepare an action plan to implement the opportunities, using the EE&M
Action Plan template.
The checklist and action plan are templates to be filled in manually. They are not linked
to other tool elements as is the case for the report card and identification tool.

The questionnaire lists elements to consider when developing and implementing both
an energy management plan and an action plan. The identified opportunities resulting
from using the previously discussed tools, are to be included in the development of the
plans. The plans are developed in consultation and collaboration with the plant, and may
require a number of meetings to be developed and completed.

Link:
Module 9 Video

The categories of the EE&M Plan align with the management best practice assessment
tool.
The EE&M Action Plan is completed with manual input from both the EE&M Plan
Checklist and the Report Card and Opportunity Identification tools. The high priority
elements defined in the EE&M Plan Checklist, followed by the medium and low priority
elements, are manually transferred to the Action Plan (tab AP 4). The energy
management elements are captured in the first eight action item categories, as shown
on the above slide.
The ninth and last action item category is for the technical best practices opportunities.
Here the technical best practices opportunities identified in the Report Card and
Opportunity Identifications (RCOI) are manually transferred. The RCOI list the
opportunities by end uses, and include the cost savings, relative implementation cost
and relative implementation difficulty. All these elements are manually copied by the
user from the RCOI to the Action Plan together with the applicable library reference and
description. The user needs to prioritize the list by arranging the opportunities by each
end use starting with the opportunity that has the largest energy savings first, followed
sequentially with the opportunities with lower energy savings and ending with the
opportunity with the smallest energy savings. The user highlights in yellow the four
opportunities that has the largest energy savings.

Once the EE&M Action Plan template is completed, it is recommended that the
prioritized actions are reviewed, and discussed with senior management. Responsibility
can then be assigned to personnel who will ensure that the action is carried out, as well
as a scheduled date for the completed action. This task is accomplished working in
consultation with the enterprise. This action plan allows entry of the status of updates
to be carried out after monthly, semi-annual or scheduled review. The action plan is a
working document and needs to be revised and updated in a collaborative effort
between the user and the enterprise.

The technical best practices opportunities identified in the Report Card and Opportunity
Identifications (RCOI) are manually transferred to the Action Plan Template. The RCOI
lists the opportunities by end uses, and include the cost savings, relative implementation
cost and relative implementation difficulty. All these elements are manually copied by
the user from the RCOI to the Action Plan together with the applicable library reference
and description. The user needs to prioritize the list by arranging the opportunities by
each end use starting with the opportunity that has the largest energy savings first,
followed sequentially with the opportunities with lower energy savings and ending with
the opportunity with the smallest energy savings. The user highlights in yellow the four
opportunities that has the largest energy savings.

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To see the answers, open the file: 15 A2A Training Module 9 activity Action Plan or click
the following link:
15 A2A Training Module 9 activity Action Plan
Answers to questions are in the footnotes of AP4 (of A2A Action Plan).

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Answers to questions are in the footnotes of AP4 (of A2A Action Plan)

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Links:
15 A2A Training Module 9 activity Action Plan
Note: once completed you can view the completed action plan by opening the file: 16
A2A Training Module 9 activity Action Plan Completed or clicking the following link:
16 A2A Training Module 9 activity Action Plan - Completed

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This module is only relevant for trainees who will work as consultants with an industrial
facility or company. It includes ideas and tips on effective ways of presenting the results
of the A2A Toolkit assessment to a company, and more generally, how to effectively
communicate and collaborate with a plant.

Think about your response to these questions and then proceed to the next slide for
some ideas about potential answers.

Think about your response to these questions and then proceed to the next slide for
some ideas about potential answers.