Methodology for conducting the initial energy review within the framework of the nc iso 50001/2011 in cuba

Entity: Cienfuegos Information and Technological Management Center. IDITC CITMA Cienfuegos. Cuba

1. OBJECTIVE Establish the methodology for carrying out the initial energy review, which allows determining the energy performance of the organization in the context of the design and implementation of an Energy Management System according to NC ISO 50001: 2011.

energetic-revision-methodology-cuba

1. REFERENCES The following standards and publications were used as reference:
   • Borroto A. E et al. Business Energy Management. Center for Energy and Environment Studies University of Cienfuegos. Hundred fires. Available in PDF format. ISBN 959-257040. 2002.Campos, J. C; EL, Figueroa and Lourdes Meriño. The Management of Energy in Companies. 2003 Study of the Relationships between Energy Efficiency and Economic Development. Energy Studies and Research Program. (GTZ). Santiago de Chile, July 2003. Guide to prepare an energy diagnosis in buildings. CONUUE. Mexico. 2013.Guide to develop an energy diagnosis in facilities. CONUUE. Mexico. 2011. Energy Efficiency in Business Management. Juan Carlos Campos Avella, et.al., Editorial Universidad de Cienfuegos, Cuba, ISBN 959-257-018-3, 1997.Lapido, R. Margarita; JP Monteagudo and AE Borroto Nordelo.Energy management and business competitiveness Available in: Cubasolar. User Manual. Emig @ s software. Software to assess environmental pollution by emission of combustion gases. Betancourt Pineda LL, Alonso Pinedo. A. CIGET Cienfuegos. 2011. Work protected by CENDA. Registry No. 1352. 2011. Methodology for Environmental Review (REMA). Betancourt Pineda LL Pichs Herrera LA. Other authors. CIGET CITMA Cienfuegos. 3rd edition. Delivered to CENDA. Provincial Award for Technological Innovation. Res. 34/98 of CITMA. 2006.NC ISO 50001: 2011. Energy Management System. Requirements with guidance for use. 2011. Energy efficiency project in Argentina. Contracting of consulting services for the execution of energy diagnostics (Pilot experience). 2007 Topic III. Energy diagnosis.Balance methodologies. Energy management course. CONNUE. Mexico. 2010.

1. TERMS AND DEFINITIONS For the purpose of this document, the definitions of the terms established in:

 NC ISO 50001: 2011. Energy Management System. Requirements with guidance for use.

1. TECHNICAL SKILLS The following specific technical skills are required to carry out this consultancy or advice:
   • Perform Energy Management System Diagnosis Perform Initial Energy Review.

1. ANNEXES:

Not.	Denomination
one	Registration of inputs and outputs
two	Record of identified energy sources
3	Record of types of energy use and consumption
4	Registration of legal requirements and other requirements
5	Structure of the Initial Energy Review (REI) report

1. DEVELOPMENT Preparation

The essential premises and preparation phase before undertaking the execution of the Review are the following:

• Selection and formation by the Energy Specialist of the organization of the work teams that will carry out the Review and appointment of a person in charge Familiarization and understanding by the work team that will carry out the Review with the organizational structure, functions, activities, fundamental processes and auxiliary and characteristics of the organization; as well as its interrelationships with the use and consumption of energy Compilation by the work team of all the general information available on the characteristics of the entity, the buildings and facilities that compose it, its fundamental technical and economic parameters, its organizational structure, processes, operations and fundamental and auxiliary activities,functions and any other information available for full characterization. During this phase, all the information that already exists in the entity and that may be useful will be collected and reviewed, not only for the purposes of establishing the situation with respect to the use and consumption of energy, but for the future implementation of the energy system. management. Some of the information to collect and review is listed below:
  1. Basic information, information available on energy management in the organization, detailed information on the entity, including a brief characterization of the environment:
     • Organizational chart and / or structure of responsibilities of the entity Process map and related information reports of previous audits or other events of competent bodies related to the use and consumption of energy (CITMA, MINEM, MEP, MINDUS, UNE, MININT, etc.) made to the Entity, procedures or other competent documentation related to the use and consumption of energy that is in operation in the Entity, records of consumption of energy and material resources related to the use and consumption of energy, for the use of the organization or state interest or higher body, general plans and diagrams of technological and production flows, historical information on incidents or accidents related to the use and consumption of energy.

1. Energetic lifting.

The Energy Lift consists of the following stages:

2.1. Basic information of the organization or entity.

2.1.1. The following general information about the organization or entity will be collected and documented:

• Name of the entity: Address: Telephone; FAX; e-mail: Body to which it belongs: Person and position that represents it: Person and position held by the representative who attends to energy management (if it exists in the organization): Scope (processes, activities, facilities, technological systems and areas that will cover review): Physical or site boundary and / or organizational boundaries:

• Characterization of the business environment.

A brief description of the space where the organization operates will be made and its use and consumption of energy and the associated impacts are made manifest, including emissions to air, water, soil, natural resources, human beings and their interrelationships.. Geographic location of the entity. Cartographic coordinates. Specify if the environment in which the entity is inserted is classified as rural or urban and within urban if it is in an industrial zone.

• Characterization of the entity.

The characterization of the entity will contemplate at least the following:

2.3.1 Detailed information of the organization or entity.

• Business Object MissionVision Shared Values ​​Number of workers, occupational and educational category Work and rest regime for workers Fundamental economic indicators, including energy costs and expenses Organization chart Description of the processes, activities and operations that take place in the facilities (process map): Process map. Description of the processes, operations and activities that take place in the different facilities of the organization. Description of the areas: facilities, equipment and technological systems: Eg electrical system (monolinear), instrumentation, process and drinking water, process air, PCI, main, secondary and support production plants, generators, etc.

In the process description:

• Include an energy scheme showing the energy currents and the main equipment. Consumption, generation, transport or transfer of energy, including the limit of batteries Briefly describe the process or service of the installation, including all the energy used in the process: Natural gas, residual gas, LPG, fuel oil (fuel oil), diesel, coal, etc. Include the cases of operation that can influence the Energy Efficiency of the plant. (Relevant variables that affect the use and consumption of energy: unscheduled shutdowns, low production, lack of major maintenance, spent catalyst, industrial and technological obsolescence, technological and social indiscipline, vandalism, etc.).

1. Energy Planning. (According to NC ISO 50001: 2011)

3.1 Identification of the inputs and outputs of the processes in energy planning.

Based on the premise of prior knowledge and identification of the processes and activities; as well as the physical facilities and technological systems and equipment related to them; the energy inputs and outputs to these processes and activities are identified. When identifying them, quantitative information should be collected whenever possible, which will then be useful in the evaluation phase. For the identification of inputs and outputs, it is advisable to use a diagram or table like the one shown below:

ENERGY PLANNING PROCESS ACCORDING TO NC ISO 50001: 2011

	PLANNING INPUT	ENERGY PLANNING PROCESS: ENERGY REVIEW	DEPARTURES: PLANNING RESULTS
   	Energy sources current Use and consumption of energy past and present Relevant variables that affect the significant use of energy. Energy performance	a) Analyze and evaluate past and present energy use and consumption b) Identify areas of use significant energy and consumption c) Identify opportunities to improve energy performance	1. Energy baseline 2. IDEns 3. Objectives, Goals 4. GE action plans 5. Opportunities for improvements 6. Energy saving plan

3.1.1 The inputs and outputs related to the different processes, activities, areas, physical facilities and technological systems and equipment are recorded in Annex 1 Record of inputs and outputs.

Note: A record will be made for each process and its activities identified within the scope and limits declared by the organization in the 1st stage of the REI.

3.2 Identification of current energy sources.

3.2.1 The process of identifying current energy sources is carried out collectively by a work team and specialists and personnel from the areas involved, who have sufficient experience and knowledge in the activities of the organization, participate in it. In such a way that no source of energy is omitted that involves processes and that in turn interact with the business environment or have the potential to do so, generating environmental impacts related to energy management.

3.2.2 From the input and output elements, the energy sources (current and potential) are identified within the scope defined by the organization within or outside the Energy Management System, associated with the processes, activities, products and services, considering normal and abnormal operating conditions, stop and start; as well as any reasonably foreseeable situation of energy emergency or of any type that involves energy.

3.2.3 Energy sources can be identified as:

Renewables: They can be used continuously to produce energy, either because they are easily regenerated or because they are an inexhaustible source: biomass, solar, hydraulic, wind, geothermal, maritime, waves, etc.

Non-renewable: Once used, they take too long to regenerate or they can never be regenerated, they can also be regenerated using a chemical product: coal, oil and its derivatives, including natural gas or LPG, Uranium. (Electricity: lighting, industrial, domestic, service, Fuel: for automotive transport, greases and lubricants, Water vapor: for turbines, turbo pumps, Cooling agents (as heat transfer medium):

Inorganic cooling agents:

• NH3 or (R-717) Water

Cooling agents of organic origin (hydrocarbons and derivatives):

• CFCs, Chlorofluorocarbons, harmful to the ozone layer HCFCs. Hydrochlorofluorocarbons HFCs. Hydrofluorocarbons HC: Hydrocarbons (alkanes and alkenes)

The mixtures, azeotropic or non-azeotropic. (The azeotropic mixture is a liquid mixture of two or more chemical compounds that boil at constant temperature and that behave as if they were made up of a single component) such as:

• Nitric acid (68.4%) / water, boils 122 ° C. Perchloric acid (28.4%) / water, boils 203 ° C (negative azeotrope) Hydrofluoric acid (35.6%) / water, boils at 111.35 ° C (negative azeotrope). Ethanol (95%) / water, boiling at 78.2 ° C. Sulfuric acid (98.3%) / water, boiling at 336 ° C. Acetone / methanol / chloroform forms an intermediate azeotrope Hydrogen chloride (20%) / water

3.2.3.1 The energy sources identified by relating them to the processes, activities, areas and physical facilities and the technological equipment from the categories referred to in the previous section are recorded in Annex 2. “Register of energy sources”.

3.3 Past and present use and consumption of energy.

3.3.1 Determine the use and consumption of energy according to the scope and limits established in the process of carrying out the REI:

3.3.1.1 Industrial use: production of goods and services

• Form or type of energy application: for ventilation, lighting, heating, air conditioning, refrigeration, automotive transport and special equipment such as cranes, forklifts, tractors, etc., technological processes and technical services or general services, logistics, production lines, for cooking and food processing, in workshop and warehouse equipment, in pumping equipment including hydro-pneumatics, elevators and escalators, large fan / extractor motors, miscellaneous (computers, printers, etc.), generating plants (backup system: generators), hot water, any other system that consumes energy (energy carriers) and that is considered important within the scope and limits determined.

3.3.1.2 Domestic use (REI in buildings)

• Form or type of application of energy for domestic use: for cooking and food processing, ventilation, lighting, heating, air conditioning, refrigeration, washing and ironing, transport, radio, TV, computer and office equipment, other miscellaneous, such as sewing, embroidery, cleaning, etc.

3.3.1.3 The uses of energy identified by relating them to the processes, activities, areas and physical facilities and technological equipment from the categories referred to in the previous section are recorded in Annex 3. “Record of the types of use and consumption of energy ”.

3.3.2 Determine energy consumption according to the scope and limits established:

Identify in a table, the list of energy used, including residual energy, the

total energy consumption of the previous year used by the plant, in units of mass / volume / electricity and its energy equivalent, expressing the percentage of energy that each one represents. Obtain the consumption of thermal and electrical energy in percentage. Include the total annual cost of each one and the overall cost. Include energy intensity: an indicator of the energy efficiency of an economy both at the business level and at the country level and worldwide. It is calculated as the relationship between energy consumption (E) and market production (PM) in MP of a company or the gross domestic product (GDP) of a country, and is interpreted as «X units of energy are needed to produce 1 unit of wealth ». If the Energy Intensity is low it indicates a low cost. Little energy is consumed, to produce more PM.

3.3.2.1 Energy carriers:

Fuels and lubricants:

• Type and use of fuels and lubricants: (brief description of the use and consumption of fuels and lubricants in the organization) The consumption of fuels and lubricants are reflected in Table No. 1. The energy intensity is determined (TCE / MP) and are reflected in Table No. 2. TCE: ton of conventional fuel or equivalent of fuels, lubricants and includes the electricity consumption used in the organization to fulfill its mission in commercial production. MP: thousands of weight of mercantile production Obtain the consumption of thermal and electrical energy in percentage. Make a pie chart showing the energy consumption for thermal and electrical energy consumption in percentage in the three years analyzed.Reflect in a table the total annual cost of each energy carrier and the overall cost of the organization. They are reflected in Table No. 8.

REI tables (past and present energy use and consumption):

Energy carrier (specify the type of use: industrial process, transportation, raw material, etc.)	Um (to L)		20XX 1			20XX 2			20XX 3
Plan	Real	%	Plan	Real	%	Plan	Real	%
Eg Fuel oil. Industrial process: Steam generation.
Eg Diesel. Automotive transportation
Eg Naphtha. Raw material

Table No. 1. Consumption of fuels and lubricants

INTENSITY ENERGETICA TCE / MP		20XX 1		20XX 2			20XX 3
Plan		Real	Plan			Real	Plan			Real
(MP of commodity production)

Table No. 2. Energy intensity

3.3.2.2 In the case of the use of fuels and lubricants in automotive transport and special equipment, Table No. 4 is filled in for the fleet and special equipment (cranes, tractors, forklifts, etc.) reflecting the CDT and IC in the last two years of operation.

Not.

Brand

Model

Classif.

Lock

Serie

Year

CDT 20XX 1

CDT 20XX 2

Index of Consumption 20XX 1 (Km / L)

Index of Consumption 20XX 2 (Km / L)

Plan

Real

Plan

Real

Plan

Real

Plan

Real

one.

two.

3.

Table No. 3. Vehicle fleet and special equipment of the facility that use fuels

Electricity

• Brief description of the organization's electrical system. Monolinear, from the entrance of the SEN through the transmission and distribution of electricity. The meter, the PGDs and their switches, electrical substations with the transformer banks, capacitor bank, circuit to which it belongs, generator sets, DC battery bank, overhead or underground lines, etc. The electrical consumption is reflected in the Table No. 4, the electricity consumption indices ICe are determined. (eg ICe: MWh / t production Ammonium nitrate, MWh / CNO in a hotel, MWh / CDO in a hospital, etc.) is reflected in Table No. 5. If there are several electric meters that can be zoned, the organization will be They reflect consumption by zones or areas, processes, work objects, etc. An inventory is made of the electrical energy consuming equipment:by production plants, by systems: climate, refrigeration, lighting, processes, etc. These are reflected in Table No. 6. The energy structure of the organization is established in the three years analyzed. The data is reflected in Table No. 7.

Electricity	UM MWh / a		20XX 1			20XX 2			20XX 3
Plan	Real	%	Plan	Real	%	Plan	Real	%

Table No. 4. Electricity consumption

Electric consumption index ICe: MWh / t production		20XX 1			20XX 2			20XX 3
Plan	Real	%	Plan	Real	%	Plan	Real	%

Table No. 5. Electricity consumption index

Not.	Technological (production) equipment	Quantity (u)	Power (kW)	Installed power (kW)
I.	Floor: xxxxx
one.
two.
3.
II.	Floor: xxxxx
one.
two.
3.
Not.	Electrical equipment in the computer services area, other services, administrative offices, etc.	Quantity (u)	Power (kW)	Installed power (kW)
one.
two.
3.

Table No. 6. Electrical energy consuming equipment

Energy structure of the entity in the last three years analyzed

Not.	Energy carrier	UM (t)	Consumption Year 1) 20XX	F. Conv.	TCE	%
one.
two.
3.
						100

Table No. 7. Energy structure year (1) 20XX

Energy carrier	Um		20XX 1			20XX 2			20XX 3
Plan	Real	%	Plan	Real	%	Plan	Real	%
	$ MN
$ CUC
	$ MN
$ CUC
Total

Table No. 8. Total annual and global cost of energy carriers.

3.3.2.3 From the data provided in Tables No. 1, 2, 3, 4, 5, 6, 7 and 8, the following are performed:

• The evaluation of the past and present use and consumption of fuels. Use comparison charts and evaluate with compliance criteria The evaluation and / or behavior of the total annual and global costs of energy carriers in the organization The areas of significant energy use and consumption are identified (process, operation, activity, etc.) Relevant variables are determined (e.g., industrial, technological, or automobile obsolescence, lack of control, technological or social indiscipline, etc.) that affect the significant use of energy. Energy performance indicators are identified (section 3.5) of the organization, related to energy efficiency, energy use and energy consumption.(The indicators that the organization must present to the higher body to which it belongs, to local government bodies, etc. are taken into account) Based on the identified indicators and the criteria that the organization considers to set its rating, theEnergy Performance in: High, Medium or Low. The level of compliance with the Organization's Energy Objectives and Goals is determined. Opportunities to improve energy performance are identified, prioritized and recorded.

3.4. Energy baseline.

• The Energy Baseline is a quantitative benchmark that provides the basis for comparison of an entity's energy performance. Reflects a specified period and is also used to calculate energy savings, as a reference before and after implementing the organization's energy performance improvement actions The organization must establish one or more energy baselines using the information from the review initial energy and considering a period for the collection of data appropriate to the use and consumption of energy of the organization. Data on the energy performance of the organization must be measured in relation to the energy baseline. This is defined by the task force for the REI. The scatter and correlation plots are determined for each LBE.The energy baseline is recommended to be done using the Consumption - Production Diagrams (E vs. P). This graph of E vs. P can be performed by type of energy carrier, and by areas, considering in each case the production associated with the carrier in question. For example: an ice cream factory will plot fuel or electricity consumption versus tons of ice cream produced, in a tourist hotel electricity or gas consumption may be plotted versus occupied room-nights, while in a hospital it may be plotted electricity or gas consumption versus bed-days occupied. Utility of Diagrams E vs. Pconsidering in each case the production associated with the carrier in question. For example: an ice cream factory will plot fuel or electricity consumption versus tons of ice cream produced, in a tourist hotel electricity or gas consumption may be plotted versus occupied room-nights, while in a hospital it may be plotted electricity or gas consumption versus bed-days occupied. Utility of Diagrams E vs. Pconsidering in each case the production associated with the carrier in question. For example: an ice cream factory will plot fuel or electricity consumption versus tons of ice cream produced, in a tourist hotel electricity or gas consumption may be plotted versus occupied room-nights, while in a hospital it may be plotted electricity or gas consumption versus bed-days occupied. Utility of Diagrams E vs. PUsefulness of E vs. PUsefulness of E vs. P

• Determine to what extent the variation in energy consumption is due to production variations Show if the components of an energy consumption indicator are correlated with each other, and therefore, if the indicator is valid or not Establish new indicators of Energy consumption or costs Determine the influence of the company's productive factors on energy consumption and establish control variables Identify the average variation model of consumption with respect to production.  Determine quantitatively the value of energy not associated with production.

3.4.7 How to make the E vs. P?

• Collect the energy consumption and production data associated with them for the same selected time period (day, month, year, etc.) Plot the pairs (E, P) in an x, y diagram. The energy consumption scale is located on the y-axis and the production scale on the x-axis. Using the least squares method or some statistical package, determine the correlation coefficient between E and P. Draw the line that best fits the points located on the diagram or trend line Analytically calculate the slope and intercept of the line, expressing their equation in the form:

Eg LBE electricity consumption by production in organization “XXXX”. (As many LBEs are carried out, per energy carrier, that the organization considers with a view to improving its energy performance).

Y = mX + z, E = mP + Eo E = 0.5106 P + 55.975

Where:

(Y) E - energy consumption (MWh) in the selected period

(X) P - production (t) associated in the selected period m - slope of the line that means the average change ratio of energy consumption with respect to production. (0.5106). To calculate m it can be done by the following formula:

(z) Eo - intercept of the line on the y axis, which means energy not associated with production.

(55,975 KWh)

mP - is the energy used in the production process.

R- correlation. If the point cloud is narrow and elongated, it is represented by a straight line, which indicates that the relationship is strong; if the point cloud has an elliptical or circular trend, the relationship is weak. If, as the values ​​of A grow, those of B grow, the relationship is direct (positive slope); if as the values ​​of A increase, those of B decrease, the relationship is inverse (negative slope).

The energy not associated with the production process in a company can correspond to:

• Plant lighting, electricity for office equipment, ventilation Heated areas, both heating and air conditioning Energy used in maintenance services Vacuum work of electrical or thermal equipment Energy lost in steam leaks, compressed air, deficient thermal insulation, etc. Electrical losses due to reactive power Radiation and convection losses in boilers Preheating of equipment and piping systems.

The percentage of unassociated energy (E _na) is determined as:

E _na = (E ₀ / E _m).100,%

Where:

E _m - is the value of the average energy consumption determined as the value of the center line of the consumption control chart of the corresponding energy carrier.

The value of the percentage of energy not associated with production should be as small as possible. This value varies with the type of production and technological process used for a given production. It constitutes a parameter to be monitored and controlled.

If the correlation coefficient between E and P in the E vs. P is weak, the causes can be found in the following aspects:

• The term production (P) has not been adequately established: (Ex: there is production in process that has consumed energy and this has not been considered; the production structure includes products with different energy requirements; etc.). In this case, it is necessary to determine an equivalent production to establish the graph. The periods in which production (P) and consumption (E) have been measured are not equal. The company is working at a very low capacity compared to its capacity. nominally, it has large consumers working in underloaded regimes, significant amounts of residual energy that it does not use, or a very high fixed energy consumption. Energy consumption in the company is not adequately controlled and operation and maintenance practices are poorly defined.Energy monitoring and supervision are weak.

3.4.8 Using the E vs. P for the reduction and control of energy consumption.

• Characterize the current situation of energy consumption by fundamental carriers, determining the significant associated production (or associated equivalent production), the percentage of energy not associated with production and the possible problems that affect these parameters Periodically control the percentage of non-associated energy to production by type of carrier Establish goals and plans to reduce energy not associated with production by type of carrier If there are points above and below the adjustment line, for the same production value, identify the factors productive companies that have caused this behavior and draw conclusions about their influence on consumption.

3.4.9 The energy baseline is also recommended using the consumption - production index diagram (IC vs. P)

This diagram is made after obtaining the E vs. P and the equation, E = mP + Eo, with a significant correlation level.

The expression of the function IC = f (P) is obtained as follows:

E = mP + Eo, IC = E / P = m + Eo / P, IC = m + Eo / P

The IC vs. P is an equilateral hyperbola, with asymptotes on the x-axis, at the value of the slope m of the expression E = f (p).

For example, two real graphs of CI vs. P, in which the influence of the production level on the consumption index is observed.

The previous curves show how the consumption index increases as the level of production carried out decreases. As production is reduced, total energy consumption must decrease, as can be seen from the expression E = f (P), but energy expenditure per unit of product increases. This is due to the increase in the relative weight of energy not associated with production with respect to productive energy.

If production increases, on the contrary, expenditure per unit of product decreases, but up to the limit value of the slope of the equation E = f (P). In each graph IC vs. P there is a point where the consumption index for low productions begins to rise significantly. This point can be called a critical point. Productions above the critical point do not significantly change the consumption index; however, below the critical point it increases rapidly.

The IC vs. P is very useful for establishing energy management systems, and standardizing production processes at higher energy efficiency levels.

IC values ​​below the curve that represents the behavior of the index during the comparative reference period, indicate an increase in the efficiency of the process; otherwise, there is a potential for a decrease in the consumption index equal to the difference between the real CI (on the curve) and the theoretical CI (on the curve) for the same production. You can also establish on this graph the targets for reducing the index projected for the new period and monitor their compliance.

3.4.10 Utility of the IC Diagram vs. P

• Establish goals of consumption rates based on a production planned by market conditions Evaluate the behavior of the energy efficiency of the company in a given period Determine the critical point of production of the company or productivity of a team and plan these indicators in areas of high energy efficiency Determine factors that influence the variations in the consumption index at the company, area or team level.

3.4.11 How to make an IC vs P graph?

• Determine and plot the theoretical curve IC = f (P) from the expression E = f (P). Determine the actual data pairs (E / P, P) of the E and P data records used for make the E vs P diagram. The data pairs (E / P, P) are drawn on the IC vs P diagram.

3.4.12 Use of the IC vs P diagram to reduce and control energy consumption.

• Characterize the level of efficiency with which a job in the evaluated period by comparing the real pairs (E / P, P) on the diagram with the reference curve.Check and determine the consumption indices per energy carrier of the company to plan for a planned production level Determine the consumption index goals for the different production levels Determine the critical point of production for the production scheduling in the company, areas or teams. Know the production area of ​​high and low energy efficiency Identify factors that influence the increase or decrease in the consumption rate of the company, area or team Evaluate the level of energy efficiency of production by energy carrier at company level, area or team.

3.4.13 Using the IC vs. P for the identification of factors that influence consumption rates.

• Carry out the theoretical curve IC vs. P and draw the pairs (E / P, P) on the diagram Identify points with the same production P but different values ​​of CI Select production indicators of the company that can influence the consumption index.: productivity, hourly performance, interruptions, rejections, type of productions, etc. Evaluate, for the points that are above the reference curve and those that are below, the influence of the production indicators Obtain conclusions about the influence of the production indicators on the consumption index and verify that these are valid for the rest of the points in the diagram.

3.4.14 The energy baseline is also recommended using Pareto Chart

Pareto charts are specialized bar charts that present information in descending order, from the largest category to the smallest in units and in percent. The aggregated percentages of each bar are connected by a line to show the incremental sum of each category with respect to the total.

The Pareto chart is very useful to apply the Pareto Law or Law 80 - 20, which identifies 20% of the causes that cause 80% of the effects of any phenomenon studied.

3.4.15 Utility of the Pareto Chart.

• Identify and concentrate efforts on the key points of a problem or phenomenon such as: the largest energy consumers in the factory, the largest energy losses or the highest energy costs Predicting the effectiveness of an improvement by knowing the influence of the decrease of an effect by reducing the bar of the main cause that produces it Determine the effectiveness of an improvement by comparing the Pareto diagrams before and after the improvement.

3.4.16 How to prepare a Pareto chart?

• Select the categories of data elements to be recorded in the diagram. For example: equivalent energy consumptions per carrier, energy costs per carrier, energy losses by area or by equipment, etc. Tabulate the data and calculate the cumulative numbers. The tabulation can be presented as follows:

Tabulation of data for the Pareto Chart

Number	Category	Category value	Percentage	Accumulated value	Accumulated percentage
one
two

1. Draw the data as a bar graph, setting the corresponding scales on the horizontal and vertical axis.

Categories are written on the horizontal axis in descending order of their value. The scale of the value of the categories is drawn on the left vertical axis; the scale of the percent of the value of the categories is drawn on the right vertical axis. On the bars, write the value of the percentage of each category with respect to the total. The line connecting the cumulative points of the percentages of the selected categories is drawn on the bar graph.

1. Label the diagram:

It is very important to correctly write the title of the graph and of each axis of the diagram. The titles should reflect the category, the data collection period, and the element influencing the category. Eg Equivalent energy consumption per carrier (category: energy consumption, item: energy carrier).

1. Get conclusions about the diagram.

3.4.17 A Pareto chart reports on the following aspects:

• What is the most important cause or element of those registered and what is its quantitative influence? What is the 20% of the elements that produce 80% of the effect reflected in the category? For example: What is the 20% of energy carriers that produce 80% of the equivalent energy consumption of the company? How does the reduction of a cause or element quantitatively influence the effect or general category analyzed? For example: If the monthly equivalent gas consumption represents 30% of the company's total equivalent consumption, reducing this consumption by 25% will impact the equivalent total consumption by 7.5%. However, a 25% reduction in equivalent energy consumption, if it represents 70% of the total, will impact 17.5%.

3.4.18 Use of the Pareto chart to identify key control points of energy consumption and costs.

• Identify 20% of the energy carriers of the factories that produce 80% of the total equivalent consumption, making a Pareto diagram of equivalent energy consumption (toe) by energy carrier Identify 20% of the areas of the company that produce 80% of the energy consumption of a specific energy carrier, making a Pareto diagram of the energy consumption of that carrier for the different areas that use it in the factory Identify the 20% of the equipment that produces 80% of the consumption energy of a specific carrier, making a Pareto diagram of the consumption of that carrier for all the equipments that use it. Carry out Pareto diagrams for energy costs in the same way as explained in the previous 3 points.Identify the 20% of the equipment or areas that produce 80% of the equivalent energy losses of the company, making a Pareto diagram of the equivalent energy losses for all the equipment where these are significant.

3.4.19 Adjustments to the energy baseline should be made when one or more of the following situations occur:

• IDEns no longer reflect the organization's energy use and consumption. Major changes have been made to processes, operating patterns, or energy systems. This is established by a predetermined method.

3.4.20 The energy baseline must be maintained and recorded.

• Energy performance indicators.
  • The organization must identify the appropriate EnPIs to monitor and measure its energy performance. You must ensure that you comply with the requirements of the highest body and local energy management governing bodies EnPIs should be reviewed and compared with the LBE on a regular basis and
    • Consumption index or specific energy consumption: It is defined as the amount of energy per unit of production or services, measured in physical terms (products or services provided).

The energy consumed (eg: kWh, liters or tons of fuel, equivalent tons of oil) are related to indicators of activity expressed in physical units (eg: tons of steel produced, hectoliters of beer produced, rooms-days occupied, tons-kilometers transported, beds- days occupied, m ² -year of air-conditioned buildings). Ex: kWh / Tons of steel produced.

• Energy intensity, for a company it would be the relationship between the total consumption of primary energy and the commercial production expressed in values. (TCE / MMP).

IE = TEP (TCE) / Prod. Mercantile ($)

• Indicators of three fundamental types are generally used to evaluate changes in energy efficiency: Consumption indices:
  • Energy consumed / Production carried out Energy consumed / Services provided Energy consumed / Built area Efficiency Indices: Theoretical energy (plan) / Real energy Energy produced / Energy consumed Economic-Energy Indices: Energy Expenses / Total Expenses Energy expenses / Income (sales) Planned energy costs / costs real Total energy consumed (TCE) / Value of total production carried out (Energy Intensity)

• Opportunities to improve energy performance. Identify, prioritize and record.

1. Opportunities for improvements or savings related to equipment and technologies:
   • Increase efficiency in the use of raw materials and increase recycling Introduction of energy-efficient technologies in the cement, steel, chemical, pulp and paper, and oil refining industries Increase the application of cogeneration systems in industry, and introduce them in the tertiary sector Introduction of combined cycles with gas turbines and steam turbines for the generation of electricity Introduction of integrated cycles with coal and biomass gasification Introduction of high efficiency equipment in the commercial sector and residential. Shift to modes of transportation with lower energy consumption. Improvements in transportation technology and infrastructure. Improvements in irrigation and cultivation systems in agriculture.Increase the share of natural gas in the fuel balance Expansion of the share of renewable energies, in particular:
     1. Application of solar water heating in the residential, commercial and tourist sector Energy use of agricultural and industrial waste Energy production from biomass Maximum use of hydropower Use of wind energy for electricity generation Use of photovoltaic electricity in places not connected to the grid Application of the principles of bioclimatic architecture and passive air conditioning systems Use of cleaner fuels for transport: compressed natural gas, alcohol, biofuels, hydrogen (cells of Increased efficiency in cooking food.

1. Opportunities for improvement related to energy management and consumption practices:
   • Increasing energy-environmental education and promoting energy saving at all levels Raising the level of business energy management through the implementation of advanced energy management systems Institutional strengthening in the field of energy efficiency Development of seminars, events, courses, diplomas, specializations, etc., on energy efficiency Establishment of legislation that promote energy efficiency Development of energy efficiency demonstration pilot projects Establishment of audit and incentive programs for small and medium-sized industries.

3.7 Action plans for energy management.

• The organization shall establish, implement and maintain documented energy objectives and goals, at the relevant levels, functions, processes and facilities within the organization. Deadlines must be established for their achievement. Energy objectives and goals must be consistent with the Energy Policy. The goals that are established can be short, medium and long term.

Goals should be:

• Challenging and at the same time achievable, that imply progress, that present degrees of difficulty. Concrete, results-oriented. With specific start and end dates. Agreed, collegiate with the personnel involved, that constitute a commitment of all. Evaluables, with clear and defined measurement criteria.

3.7.3 One or more action plans are established, implemented and maintained to achieve the objectives and goals. Table No. 9. SGEn energy action plan

	SGEn energy action plan
Objective No. 1
Goal No. 1
Action No. 1:
Responsable	Participants	Means	Term	Observations
Start date	End date
Action No. 2
Responsable	Participants	Means	Term	Observations
Start date	End date
Objective No. 2
Goal No. 1
Action No. 1:
Responsable	Participants	Means	Term	Observations
Start date	End date

Table No. 9. SGEn energy action plan

1. Determination of legal requirements and other requirements.
   • Legal requirements and other requirements that are applicable to energy aspects (use and consumption of energy in the organization) are identified and determined with a sufficient level of detail, and how they apply to the organization will be determined.

• Legal and other requirements include the legal requirements that the organization must meet, and the other requirements that the organization has to meet or decides to meet. Mandatory legal requirements related to energy aspects (use and consumption of energy in the organization) of an organization may include, if applicable:
  • requirements of government entities or other relevant authorities; international, national and local laws and regulations; requirements specified in permits, licenses or other forms of authorization;  orders, rules or guidance issued by regulatory agencies;  judgments of trials or administrative courts.

• The legal and other requirements also include other stakeholder requirements related to the energy management system that the organization has to comply with or decides to adopt. These may include, if applicable:
  • agreements with community groups or non-governmental organizations; agreements with public authorities or clients; organizational requirements; principles or voluntary codes of practice; energy and environmental commitments or voluntary labeling;  obligations arising from contractual agreements with the organization;  relevant industry or organizational standards.

• A detailed examination of each identified document will be carried out to select the requirements that offer a direct / specific relationship; that is, the determination of the articles and / or sections that apply to the energy aspects that are generated in the scope of the entity's processes and activities.

Note: Direct / specific relationship - means that the standards that establish operational or acceptance criteria are considered: parameters and detailed definitions of energy use and consumption and environmental protection, control of energy resources, characterization of effluents, waste, emissions, etc. Acceptable values ​​of energy-environmental quality / work environment, regulate or define concrete and tangible guidelines in relation to an energy and environmental aspect or the EnMS.

• The requirements that are identified as a result of this detailed examination will be recorded in Annex 4. "Register of legal requirements and other requirements." Note: A record will be made for each identified energy aspect.

1. Identification of Strengths, Weaknesses, Threats and Opportunities.
   • The execution of the energy survey and the analysis of the results thereof, must provide the pertinent inputs to achieve a complete understanding of the set of processes, activities, areas of incidence, environment where they are carried out and of the energy aspects and associated impacts., risks; as well as legal breaches linked to the conditions, management tools and existing practices in the organization, which determine the current energy situation and performance of the organization.

• From the thorough knowledge and determination of the context of the organization, reached in the energy review process, the Strengths and Weaknesses associated with internal factors or issues must be identified; as well as the Threats and Opportunities associated with external factors or issues, which will promote knowledge of the strengths and weaknesses to establish the starting point for the implementation of an EnMS. Table No. 10. Strengths, Weaknesses, Threats and Opportunities.

Associated with internal issues or factors
WEAKNESSES	STRENGTHS
Associated with external factors or issues
THREATS	OPPORTUNITIES

Table No. 10. Strengths, Weaknesses, Threats and Opportunities

1. DELIVERY OF RESULTS
   1. The results will be summarized and delivered to the client in a report whose format appears in Annex 5. The client will be requested to present it to the collective decision-making body that it deems appropriate and will act based on the decision taken.

1. CONTROLS
   1. Activities and deliverables are controlled according to PS-1

1. ENVIRONMENTAL ASPECTS
   1. The necessary sheets of paper will be used to guarantee the clarity of the proposals, avoiding excesses in the use of paper. As long as it does not affect understanding, recycled paper may be used for notes and prints for review or the like.

1. The documents to be printed must be prepared in such a way that the minimum number of pages is used to guarantee their understanding. The minimum number of copies required will be printed.

1. Office automation equipment will be used keeping energy saving policies activated

1. The waste will be deposited in the containers designated for it.

1. WORKPLACE SAFETY AND HEALTH ASPECTS

1. Health and safety provisions will be followed. Special attention will be paid when visiting the client's facilities where activities that require specific instruction will not be carried out without having received it and the means of protection that have been provided will be used correctly.

Appendix 1

Input and output register (example)

	ENTRY AND DEPARTURE RECORD
SCOPE	It is given by the extension of activities, facilities and decisions covered by the organization, which can include various limits
LIMIT	Physical limits or locations and / or organizational limits as defined by the organization itself.
PROCESS	E.g. Direction management
TICKETS (energy carrier)	PROCESS: OPERATIONS / ACTIVITY	DEPARTURES (Objectives, Goals, Energy baseline, IDEns, emissions, GE Action Plans, etc.)
• Electricity • Gasoline • Diesel	 Human resources management	• Energy targets • Energy goals • Energy baseline • IDEns • Emissions • Opportunities for improvements and savings • GE action plans • Specific activities of the Energy Saving Plan

Appendix 2

Record of identified energy sources (example)

REGISTER OF IDENTIFIED ENERGY SOURCES
Not.	SOURCES OF ENERGY RENEWABLE	PROCESSES / ACTIVITIES	AREAS WITH INCIDENCE ENERGY: PHYSICAL INST. / SYSTEM. And EQ. TECHNOLOGICAL
one.	Biomass	Sugar manufacturing / steam generation	Steam Generating Boilers
two.	Solar	Sugar Manufacturing / Electric Power Generation	Solar panel area
3.	Hydraulics
Four.	Wind
5.	Geothermal
6.	Maritime
7.	Electromagnetic waves
Not.	ENERGY SOURCES NO RENEWABLE	PROCESSES / ACTIVITIES	AREAS WITH INCIDENCE ENERGY: PHYSICAL INST. / SYSTEM. And EQ. TECHNOLOGICAL
one.	Electricity:	Management of office management / lighting, operation of office equipment and electrical appliances: climate, refrigeration, etc.	Administrative building offices. Eat-in kitchen and pantry.
two.	Fossil fuels: gasoline, diesel, grease and lubricants.	Direction management / personnel transportation	Department of Transportation and Automotive Maintenance
3.

Annex 3

Record of energy usage and consumption types (example)

	REGISTRATION OF THE TYPES OF USE AND CONSUMPTION OF ENERGY
Not.	ENERGY ASPECT (USE AND CONSUMPTION OF CARRIERS ENERGY)	INDUSTRIAL USE: PRODUCTION OF GOODS AND SERVICES	AREAS WITH INCIDENCE ENERGY: PHYSICAL INST. / SYSTEM. AND EQ. TECHNOLOGICAL
one.	• Electricity • Fuel oil	Production of ammonium nitrate		Ammonium nitrate production plant:  Technological process equipment
two.	• Electricity • Gasoline • Diesel • LPG	Direction management		Administrative building:  Air conditioning • Illumination • Transportation • Food • Computers and printers
3.
Not.	ENERGY ASPECT (USE AND CONSUMPTION OF CARRIERS ENERGY)	DOMESTIC USE		AREAS WITH INCIDENCE ENERGY: PHYSICAL INST. / SYSTEM. AND EQ. TECHNOLOGICAL
one.	Electricity:	Food cooking, ventilation, lighting, air conditioning, washing and ironing, computer and office equipment, other miscellaneous: radio and TV.	All the rooms
two.
3.

Annex 4

Registration of legal requirements and other requirements

REGISTRATION OF LEGAL REQUIREMENTS AND OTHER REQUIREMENTS
Energy aspect (use and / or consumption of energy)
Process / Activity
Energy Incidence Area: Physical facilities / Technological Systems and Equipment
Name of the document and associated Interested Party	Code of document	Not.	Requirement

	Initial Energy Review - Planning Energetic	Rev 1/06 February 2018
Page 27 of 27

Annex 5

Structure of the Initial Energy Review report

Cover with corporate identification

Work team data

Members of the executing team of the Environmental Survey.

REI team manager -------–

REI start date -------– REI end date -----

1. Introduction.

1. Overall objective. Specific objectives. Energetic lifting. Basic information of the organization or entity Characterization of the environment Characterization of the entity
   • Detailed information on the organization or entity Description of the processes, activities and operations carried out in the facilities (process map)
   Energy planning.
   • Identification of the inputs and outputs of the processes in energy planning. Annex 1. Record of inputs and outputs. Identification of current energy sources. Annex 2. Record of identified energy sources. Past and present use and consumption of energy. Annex 3. Record of types of energy use and consumption. Energy baseline. Energy performance indicators. Opportunities to improve energy performance. Identify, prioritize and record Action plans for energy management.
   Determination of legal requirements and other requirements
   • Determination of legal requirements and other requirements. Annex 4. Register of legal requirements and other requirements.
   Identification of Strengths and Weaknesses.

VII. Annexes

At the end of the last page

Contract No:

Service:

Review: (if applicable)

Prepared: Performer Signature: Date:

Reviewed: Head of the contracted service Signature: Date: Approved: Main Consulting Specialist Signature: Date:

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