1、PAS 51215:2014Energy efficiency assessment Competence of a lead energy assessor SpecificationPublishing and copyright informationThe BSI copyright notice displayed in this document indicates when the document was last issued. The British Standards Institution 2014. Published by BSI Standards Limited
2、 2014.ISBN 978 0 580 84377 8ICS 27.010No copying without BSI permission except as permitted by copyright law.Publication historyFirst published June 2014iPAS 51215:2014 The British Standards Institution 2014ContentsForeword iiStatement by DECC iv0 Introduction .v1 Scope 12 Normative references .23 T
3、erms and definitions .24 Competencies to lead an energy efficiency assessment 45 Maintenance of lead energy assessor competence 6AnnexesAnnex A (informative) Examples of demonstrating core competencies 7Annex B (informative) Considerations for determining the necessary knowledge and skills of an ass
4、essment team .11Annex C (informative) Examples of energy use .23Bibliography .24List of tablesTable A.1 Core competencies required for an energy efficiency assessment 7Table B.1 Technical knowledge and skills 12Table B.2 Non-technical knowledge and skills 20iiPAS 51215:2014 The British Standards Ins
5、titution 2014ForewordThis PAS was sponsored by the Department of Energy Carbon Trust; Chartered Institution of Building Services Engineers (CIBSE); Co-opted; Department of Energy EEF, the manufacturers organisation; Energy Institute; Energy Managers Association (EMA); Energy Services and Technology
6、Association (ESTA); Environment Agency; Freight Transport Association (FTA); Institute of Environmental Management and Assessment (IEMA); SKM Enviros (part of Jacobs Engineering Group); The Building Futures Group; Verco. Comments from a wider range of interested parties were invited and received by
7、BSI. The expert contributions made by the organizations and individuals consulted in the development of this PAS are gratefully acknowledged. The British Standards Institution retains ownership and copyright of this PAS. BSI Standards Limited as the publisher of the PAS reserves the right to withdra
8、w or amend this PAS on receipt of authoritative advice that it is appropriate to do so. This PAS will be reviewed at intervals not exceeding two years, and any amendments arising from the review will be published as an amended PAS and publicized in Update Standards.This PAS is not to be regarded as
9、a British Standard. It will be withdrawn upon publication of its content in, or as, a British Standard.The PAS process enables a specification to be rapidly developed in order to fulfil an immediate need in industry. A PAS can be considered for further development as a British Standard, or constitut
10、e part of the UK input into the development of a European or International Standard.Relationship with other publicationsThere are a number of standards in existence and in development in the field of energy audits and energy assessments. PAS 51215 fits into this body of work with its focus on the co
11、mpetencies required of a lead energy assessor, rather than on the energy assessments or energy audits themselves. The BS EN 16247 series is a European standardization series, which covers different aspects of energy audits. It is intended that PAS 51215 will complement and coexist with this suite of
12、 standards. BS EN ISO 50001 specifies requirements on energy management systems and also gives guidance for their use. ISO 500021), the second in this suite of international standards covers general requirements common to all energy audits. It is also intended that PAS 51215 will complement and coex
13、ist with these standards.1)In preparation.iiiPAS 51215:2014 The British Standards Institution 2014Presentational conventionsThe provisions of this standard are presented in roman (i.e. upright) type. Its requirements are expressed in sentences in which the principal auxiliary verb is “shall”.Comment
14、ary, explanation and general informative material is presented in coloured italic type. They do not constitute normative elements, and as such are not requirements. The introduction and informative annexes (Annex A, Annex B and Annex C) also do not constitute a normative element of the PAS and as su
15、ch are not requirements. Contractual and legal considerationsThis publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct application.Compliance with this PAS cannot confer immunity from legal obligations.ivPAS 51215:2014 The British
16、Standards Institution 2014Statement by DECCThe Energy Savings Opportunity Scheme (ESOS) is the UKs approach to implementing Article 8 of the EU Energy Efficiency Directive (2012/27/EU) 1, which requires all Member States to introduce a programme requiring large enterprises to conduct regular energy
17、efficiency assessments by appropriately qualified and/or accredited individuals. Those individuals can be either in-house experts or external resources such as consultants and energy service providers. The Government aims for PAS 51215 to be applied to “lead energy assessors” conducting ESOS complia
18、nt energy efficiency assessments. The Department of Energy 2) identify the need for additional assessment resource; 3) discuss and agree with the organization the requirements for an assessment team; 4) check that an assessment team is competent to carry out the relevant elements of the energy effic
19、iency assessment assigned to them;5) develop and manage the programme of work; 6) review and approve the outcome of energy efficiency assessment findings by the assessment team;b) discussing and agreeing with the organization a chosen method for the energy efficiency assessment;c) leading the activi
20、ties and processes of an energy efficiency assessment;d) signing off the energy efficiency assessment report, in order to confirm that the energy efficiency assessment:1) has been carried out in an independent manner by competent personnel; viiPAS 51215:2014 The British Standards Institution 20142)
21、has been carried out using the method agreed (for example, this might be BS EN 16247-1, ISO 500023)or another methodology such as one developed within an organization);3) covers the planned scope of the energy efficiency assessment;4) is based on appropriately detailed calculations of the opportunit
22、ies for improvement; 5) includes an energy efficiency assessment report that provides clear and concise information on the opportunities for improvement; and 6) meets any other criteria agreed with the organization;e) being accountable for the findings, recommendations and content of the energy effi
23、ciency assessment report. 3)In preparation. 0.5 “Assessment” versus “audit”4)The differences between an audit and an assessment are subtle. It is a subject that causes much discussion within the energy efficiency industry, and is one on which most people will have a strong opinion. Fundamentally, an
24、 assessment deals primarily with examining adherence to a set of concepts and principles, and evaluating the outcome through both quantitative and qualitative data. The focus tends to be on the output, rather than the route taken to get there. On the other hand, the focus of an audit is primarily on
25、 procedures and processes that are to be followed, and is conducted through checking the adherence of people, equipment and activities to these procedures and processes. It is generally conducted through a series of controlled checks and balances. The dissection, analysis and evaluation of results i
26、s, in most cases, the secondary focus of an audit. PAS 51215 deals with the competence of a lead energy assessor conducting energy efficiency assessments by approaching it through the method of an assessment; while the concepts and principles of lead energy assessor competences are prescribed in thi
27、s specification, the processes and procedures themselves are not. That said, it is clear that a competent lead energy assessor needs to have a sufficient understanding of the processes and procedures for effective energy audits, particularly when overseeing an assessment team. It is for this reason
28、that the informative annexes contain examples of ways in which the competences might be demonstrated. 4)Further discussion on the differences between assessment and audit can be found on the European Foundation for Quality Management website: http:/www.efqm.org/blog/whats-the-difference-between-asse
29、ssment-and-audit. Available at the time of publication.viiiPAS 51215:2014 The British Standards Institution 2014This page deliberately left blank.1PAS 51215:2014 The British Standards Institution 20141 ScopeThis PAS specifies requirements for the competencies necessary for a person to be deemed capa
30、ble of conducting an energy efficiency assessment, leading an assessment team, and/or reviewing and approving the outcome of an organization-wide energy efficiency assessment, or series of energy efficiency assessments.It is applicable to a lead energy assessor who might be working alone or leading
31、an assessment team to complete an energy efficiency assessment. The energy efficiency assessments covered include those to be carried out on a building or group of buildings, industrial operations or installations and transport, which form a key part of an organizations energy consumption.Annex A gi
32、ves examples of ways in which core competencies might be demonstrated, Annex B gives considerations for determining the necessary knowledge and skills of an assessment team and Annex C gives examples of energy use. All annexes are for information and guidance and do not form part of the requirements
33、 for the PAS. This PAS does not cover the processes involved in carrying out an energy efficiency assessment or for identifying the scope of an individual energy efficiency assessment.2PAS 51215:2014 The British Standards Institution 20142 Normative referencesThere are no normative references.3 Term
34、s and definitionsFor the purposes of this document, the following terms and definitions apply.3.1 assessment teamperson, or team of people, having specific knowledge or expertise that is associated with an energy efficiency assessmentNOTE The knowledge or expertise of an assessment team can relate t
35、o the technical issues related to buildings, processes, transport or other activities and non-technical issues such as behavioural and organizational barriers.3.2 competenceability to carry out an energy efficiency assessment using knowledge, skills and experienceNOTE 1 Adapted from CEN Guide 14, se
36、ction B4 5. NOTE 2 While experience (see 3.8) is obtained through the practical application of knowledge and skills, knowledge and skills can also be obtained through the non-practical application of carrying out energy efficiency assessments. 3.3 energy efficiencyratio or other quantitative relatio
37、nship between an output of performance, service, goods or energy, and the respective input of energyNOTE Examples of energy efficiency include: conversion efficiency, energy required/energy used, output/input, theoretical energy used to operate/energy used to operate, actual energy consumption/bench
38、mark energy consumption.BS EN ISO 50001:2011, 3.8, modified3.4 energy efficiency assessmentsystematic analysis and evaluation of energy use, energy consumption and energy efficiency in order to identify, quantify and report on the opportunities for improved energy performance and potential energy sa
39、vingsNOTE 1 An energy efficiency assessment can be carried out using in-house expertise, using internal resource supervised by a third-party, or using third-party resource on behalf of the organization.NOTE 2 An energy efficiency assessment does not preclude management practices outside of energy ef
40、ficiency assessments. 3.5 energy performancemeasurable results related to energy efficiency (see 3.3), energy use (see 3.7) and energy consumption BS EN ISO 50001:2011, 3.12, excluding notes which are specific to energy management3PAS 51215:2014 The British Standards Institution 20143.6 energy perfo
41、rmance indicatorquantitative value or measure of energy performanceNOTE This could be expressed as a simple metric, ratio or a more complex model.BS EN ISO 50001:2011, 3.13, modified3.7 energy usemanner or kind of application of energyNOTE 1 Examples include ventilation, lighting, heating, cooling,
42、transportation, processes, production lines.NOTE 2 Energy can be in the form of electricity, fuel, steam, heat, compressed air or other similar media. BS EN ISO 50001:2011, 3.183.8 experiencecombination of knowledge (see 3.9) and skill (3.13) obtained through a period of practical application of car
43、rying out energy efficiency assessmentsNOTE Adapted from CEN Guide 14, section B6 5. 3.9 knowledgeassimilation of facts, theories and practices with regard to carrying out an energy efficiency assessmentNOTE Adapted from CEN Guide 14, section B5 5. 3.10 lead energy assessorperson who is competent to
44、 lead and/or review and approve the outcome of an energy efficiency assessmentNOTE A lead energy assessor might also take part in an energy efficiency assessment.3.11 organizationcompany, corporation, firm, enterprise, authority or institution, or part or combination thereof, whether incorporated or
45、 not, public or private, that has its own functions and administration and that has the authority to control its energy use and consumptionBS EN ISO 50001:2011, 3.223.12 scopeextent and/or boundary of activities, facilities and equipment that is the subject of an energy efficiency assessmentNOTE The
46、 scope of an energy efficiency assessment can include buildings, processes and transport.BS EN ISO 50001:2011, 3.26, modified3.13 skillability to apply knowledge in order to carry out an energy efficiency assessmentNOTE Adapted from CEN Guide 14, section B7 5. 4PAS 51215:2014 The British Standards I
47、nstitution 20144 Competencies to lead an energy efficiency assessment4.1 GeneralThe lead energy assessor shall demonstrate competence to carry out an energy efficiency assessment, and/or lead an assessment team, and/or review and approve an energy efficiency assessment by providing evidence for the
48、following areas:a) professional conduct, in accordance with 4.2;b) core competencies required for an energy efficiency assessment, in accordance with 4.3;c) current and relevant technical and non-technical knowledge and skills, appropriate to the scope of an energy efficiency assessment, in accordan
49、ce with 4.4;d) assessment team management, in accordance with 4.5.4.2 Professional conductLead energy assessors shall provide evidence that they are able to conduct energy efficiency assessments in a professional and objective manner.NOTE Examples of desired personal behaviours can be found in BS EN ISO/IEC 17021:2011, Annex D. It is recommended that the lead energy assessor is assessed for, or asked to provide evidence of, these personal behaviours as an indication that they can comply with 4.2. Evidence might also include re
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