Developing an Energy Management Action Plan

GUIDELINE 10: DEVELOPING AN ENERGY MANAGEMENT ACTION PLAN 1

2 GUIDELINE 10: DEVELOPING AN ENERGY MANAGEMENT ACTION PLAN Welcome and thank you for taking the time to read this guideline. This guideline is the 10th in a series of 15 guidelines on different components of a Municipal Energy Management System. This guideline is focused on how to develop an energy management action plan and covers the following: Municipal Energy Management Systems Programme Guideline Series Why do we need an energy management action plan? What should be included in an energy management action plan? What is the best way to organise an energy management action plan?

MUNICIPAL ENERGY MANAGEMENT SYSTEMS Policy Investment Organisation Energy Management Systems have many components. For this guideline we will be focussing on the Implementation component Implementation Marketing and Communication Skills and Knowledge Information Systems Municipal Energy Management Systems Programme Guideline Series

4 USING THE PLAN-DO- CHECK-ACT CYCLE ISO 50001, the international standard for Energy Management Systems, adopts the Plan-Do-Check-Act Cycle to ensure the continuous improvement of energy management systems. Check Act The PDCA (Plan Do Check Act) Cycle is an iterative four-step management method that is used in many contexts to achieve the continuous improvement of processes. Do Plan Municipal Energy Management Systems Programme Guideline Series 4

5 IMPLEMENTATION OF ENERGY MANAGEMENT INTERVENTIONS ARE AN ITERATIVE PROCESS Check Do Act Check Plan Do Act Check Plan Do Act Municipal Energy Management Systems Programme Guideline Series Plan 5

6 WHY DO WE NEED A ENERGY MANAGEMENT ACTION PLAN? GUIDELINE 10: DEVELOPING AN ENERGY MANAGEMENT ACTION PLAN Municipal Energy Management Systems Programme Guideline Series

7 WHAT IS AN ENERGY MANAGEMENT ACTION PLAN? An energy management action plan outlines how to implement an energy management policy It articulates the energy management targets of the municipality It details the various energy management interventions that a municipality will aim to implement in a year 7

8 KEY ELEMENTS OF AN ENERGY MANAGEMENT ACTION PLAN Targets for energy use and energy generation in different areas of municipal operation A clear list of tasks and activities to achieve the targets A clear system for monitoring and evaluation of actions An allocation of human and financial resources A clear allocation of responsibilities 8

9 WHY IS AN ENERGY MANAGEMENT ACTION PLAN REQUIRED? An energy management policy provides a strategic statement on how energy should be managed in a municipality For implementation of the policy to take place a clear plan is required on how to implement the policy An energy management action plan bridges the gap between policy and implementation on the ground 9

10 WHAT SHOULD BE INCLUDED IN AN ENERGY MANAGEMENT ACTION PLAN GUIDELINE 10: DEVELOPING AN ENERGY MANAGEMENT ACTION PLAN Municipal Energy Management Systems Programme Guideline Series

11 AN ENERGY MANAGEMENT ACTION PLAN SHOULD INCLUDE ACTIONS FOR EACH ELEMENT OF THE MUNICIPAL ENERGY MANAGEMENT SYSTEM Policy: Actions related to establishing and reviewing the policy Organisation: Actions related to setting up and managing organisational structures Skills and Knowledge: Action related to building capacity and knowledge Information Systems: Actions related to developing systems to measure energy use and saves Marketing and Communication: Actions related to communicating and marketing energy implementation Investment: Actions related to securing energy management investments Municipal Energy Management Systems Programme Guideline Series Implementation: Actions related to implementing energy management interventions 11

12 WHAT INFORMATION SHOULD BE INCLUDED FOR EACH ACTIONS? The actions title should provide the reader with a basic understanding of what the action is Title A description of an actions should provide a brief overview of the action so that a reader can understand what will be done. Description A list of indicators that if achieved prove that the action has been successfully implemented Indicators of success Activities are the key things that need to be undertaken to achieve the action successfully Activities Time frame The time frame of the action and its activities Municipal Energy Management Systems Programme Guideline Series Budget The budget required for each of the activities 12

13 EXAMPLE OF AN ACTION FROM AN ENERGY MANAGEMENT ACTION PLAN Development and rolling out of a energy management skills- development and knowledge-sharing program Title The purpose of this action is to better understand the current energy management skills and knowledge of staff working in this area and to develop and implement capacity building activities to address any gaps Description A continuous, multi-year energy-management staff-training programme is implemented and tailored to identified energy management needs The effectiveness of the training program is adjusted through ongoing evaluation Indicators of success Conduct an energy-management-capacity needs assessment (First Quarter 2021) Draft a capacity-building plan (First Quarter 2021) Facilitate adoption of capacity-building plan (Second Quarter 2021) Implement the adopted capacity-building plan (Third and Fourth Quarter 2021) Review the capacity-building plan annually (First Quarter 2022) Activities and time frame Municipal Energy Management Systems Programme Guideline Series R100,000 for initial assessment, thereafter capacity building efforts will be handled internally Budget 13

14 WHAT IS THE BEST WAY TO ORGANISE AN ENERGY MANAGEMENT IMPLEMENTATION PLAN GUIDELINE 10: DEVELOPING AN ENERGY MANAGEMENT ACTION PLAN Municipal Energy Management Systems Programme Guideline Series

15 ENERGY ACTION PLANS TYPICALLY HAVE TWO DISTINCT COMPONENTS A word document that describes the various actions in the action plan An excel sheet where all the actions and activities are recorded with appropriate timeframes 15

16 THE WORD DOCUMENT FOR THE ENERGY MANAGEMENT ACTION PLAN Provides clear descriptions of each of the actions detailed in the action plan Provides additional details on the actions Provides indicators of success for each of the actions Municipal Energy Management Systems Programme Guideline Series

17 THE EXCEL SHEET OF THE ENERGY MANAGEMENT ACTION PLAN List all the actions and activities Identifies who is responsible for each activity Provides a timeframe for each activity Indicates the budget allocation for each activity for a three year period Municipal Energy Management Systems Programme Guideline Series

18 EXAMPLE OF A PORTION OF THE EXCEL COMPONENT OF AN ENERGY MANAGEMENT ACTION PLAN From To Responsible Person Budget Implementation Action 6: Municipal Electricity Accounts Tariff Analysis Budget Year 2 Budget Year 3 Year 1 Assessment of the City Hall HVAC system Jul 2021 Sep 2021 General Manager: Energy External consultant Done internally R200,000 A cost benefit analysis comparing the cost of repairing the HVAC system with the replacement by a new more energy efficiency system Reviewing of the assessment and cost benefit analysis by senior management and selection of the best way forward Development of an implementation plan for selected approach Secure internal or external financing for the selected approach Implement selected approach Sep 2021 Nov 2021 Dec 2021 Dec 2021 General Manager: Energy Done internally Jan 2022 Mar 2022 General Manager: Energy General Manager: Energy General Manager: Energy Done internally Done internally Apr 2022 Jun 2022 Jul 2022 Dec 2022 R5 Million Municipal Energy Management Systems Programme Guideline Series

19 THE EXCEL SHEET CAN ALSO BE USED TO TRACK PROGRESS BY INCLUDING A STATUS COLUM From To Implementation Action 6: Municipal Electricity Accounts Tariff Analysis Responsible Person Budget Year 1 Budget Year 2 Budge t Year 3 Status Assessment of the City Hall HVAC system Jul 2021 Sep 2021 General Manager: Energy Done internally Complete A cost benefit analysis comparing the cost of repairing the HVAC system with the replacement by a new more energy efficiency system Sep 2021 Nov 2021 External consultant R200,000 Complete Reviewing of the assessment and cost benefit analysis by senior management and selection of the best way forward Development of an implementation plan for selected approach Secure internal or external financing for the selected approach Implement selected approach Dec 2021 Dec 2021 General Manager: Energy Done internally In progress Jan 2022 Mar 2022 General Manager: Energy Jun 2022 General Manager: Energy Dec 2022 General Manager: Energy Done internally Done internally To be initiated To be initiated To be initiated Apr 2022 Municipal Energy Management Systems Programme Guideline Series Jul 2022 R5 Million

20 SEE OTHER GUIDELINES Municipal Energy Management Systems Programme Guideline Series

21 CLICK ON THE BLOCKS BELOW TO SEE OTHER GUIDELINES IN THE SERIES 1 8 9 Developing a municipal energy policy Developing a municipal energy policy Developing a municipal energy policy Developing an Energy Intervention Concept Note Developing an Energy Intervention Concept Note Energy Management Procurement Considerations Energy Management Procurement Considerations Developing a municipal energy policy Developing an Energy Intervention Concept Note Energy Management Procurement Considerations Developing a municipal energy policy Developing an Energy Intervention Concept Note Energy Management Procurement Considerations Establishing an energy management committee 2 7 10 15 Municipal Energy Management Matrix and Initial Assessment Municipal Energy Management Matrix and Initial Assessment Establishing an energy management committee Establishing an energy management committee Implementing energy conservation interventions Implementing energy conservation interventions Energy Management Action Plan Development Energy Management Action Plan Development Municipal Energy Management Matrix and Initial Assessment Establishing an energy management committee Implementing energy conservation interventions Energy Management Action Plan Development Municipal Energy Management Matrix and Initial Assessment Establishing an energy management committee Implementing energy conservation interventions Energy Management Action Plan Development Municipal Energy Management Matrix and Initial Assessment 6 3 14 11 Energy Management in Water and Sanitation Silulumanzi Lessons Energy Management in Water and Sanitation Silulumanzi Lessons Ensuring appropriate energy management skills knowledge Ensuring appropriate energy management skills & knowledge Prioritising Energy Management Interventions Prioritising Energy Management Interventions Investing in energy conservation Investing in energy conservation Energy Management in Water and Sanitation Silulumanzi Lessons Ensuring appropriate energy management skills knowledge Prioritising Energy Management Interventions Investing in energy conservation Energy Management in Water and Sanitation Silulumanzi Lessons Ensuring appropriate energy management skills knowledge Prioritising Energy Management Interventions Energy Management in Water and Sanitation Silulumanzi Lessons 4 Marketing and communicating energy-related information 5 12 13 Municipal Energy Management Systems Programme Guideline Series Marketing and communicating energy-related information Marketing and communicating energy-related information Checking the Success of an Implemented Energy Intervention Checking the Success of an Implemented Energy Intervention Establishing energy information systems Establishing energy information systems The Role of Energy Audits The Role of Energy Audits Marketing and communicating energy-related information Checking the Success of an Implemented Energy Intervention Establishing energy information systems Marketing and communicating energy-related information The Role of Energy Audits Checking the Success of an Implemented Energy Intervention Marketing and communicating energy-related information Checking the Success of an Implemented Energy Intervention