1、PAS 51215:2014 Energy efficiency assessment Competence of a lead energy assessor SpecificationPublishing and copyright information The BSI copyright notice displayed in this document indicates when the document was last issued. The British Standards Institution 2014. Published by BSI Standards Limit
2、ed 2014. ISBN 978 0 580 84377 8 ICS 27.010 No copying without BSI permission except as permitted by copyright law. Publication history First published June 2014i PAS 51215:2014 The British Standards Institution 2014 Contents Foreword ii Statement by DECC iv 0 Introduction .v 1 Scope 1 2 Normative re
3、ferences .2 3 Terms and definitions .2 4 Competencies to lead an energy efficiency assessment 4 5 Maintenance of lead energy assessor competence 6 Annexes Annex A (informative) Examples of demonstrating core competencies 7 Annex B (informative) Considerations for determining the necessary knowledge
4、and skills of an assessment team .11 Annex C (informative) Examples of energy use .23 Bibliography .24 List of tables Table A.1 Core competencies required for an energy efficiency assessment 7 Table B.1 Technical knowledge and skills 12 Table B.2 Non-technical knowledge and skills 20ii PAS 51215:201
5、4 The British Standards Institution 2014 Foreword This 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); En
6、ergy Services and Technology 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
7、were invited and received by 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
8、reserves the right to withdraw 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
9、 PAS is not to be regarded as 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 It will be withdrawn upon publication of its content in, or as, a British Standard.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
10、 British Standard, or constitute part of the UK input into the development of a European or International Standard. Relationship with other publications There 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
11、 of work with its focus on the competencies 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 compleme
12、nt and coexist with this suite of standards. BS EN ISO 50001 specifies requirements on energy management systems and also gives guidance for their use. ISO 50002 1) , the second in this suite of international standards covers general requirements common to all energy audits. It is also intended that
13、 PAS 51215 will complement and coexist with these standards. 1)In preparation.iii PAS 51215:2014 The British Standards Institution 2014 Presentational conventions The provisions of this standard are presented in roman (i.e. upright) type. Its requirements are expressed in sentences in which the prin
14、cipal auxiliary verb is “shall”. Commentary, 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
15、a normative element of the PAS and as such are not requirements. Contractual and legal considerations This 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
16、 obligations.iv PAS 51215:2014 The British Standards Institution 2014 Statement by DECC The 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
17、 large enterprises to conduct regular energy 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 “
18、lead energy assessors” conducting ESOS compliant 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
19、 out the relevant elements of the energy efficiency 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 en
20、ergy efficiency assessment; c) leading the activities 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; vii PAS
21、51215:2014 The British Standards Institution 2014 2) has been carried out using the method agreed (for example, this might be BS EN 16247-1, ISO 50002 3)or another methodology such as one developed within an organization); 3) covers the planned scope of the energy efficiency assessment; 4) is based
22、on appropriately detailed calculations of the opportunities 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
23、 findings, recommendations and content of the energy efficiency 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 whic
24、h most people will have a strong opinion. Fundamentally, an 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 ther
25、e. On the other hand, the focus of an audit is primarily on 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 bal
26、ances. The dissection, analysis and evaluation of results is, 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 principle
27、s of lead energy assessor competences are prescribed in this 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
28、 when overseeing an assessment team. It is for this reason 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-assessment-and-audit. Available at the time of publication.
