Level 1: Certificate in

Energy Management
Essentials (classroom)
Training Outline 2016
Course Level 1 Certificate in Energy Management Essentials (classroom)
Title
Aim To give an energy manager all the skills they need in order to manage energy
effectively on a day to day basis.
Should I This course is suited to those with 0 1 years experience as an energy
take this manager, other professionals with energy as part of their role e.g. procurement,
course? facilities, finance, sustainability, or those with an interest in energy
management.
Course The course takes place over 5 full days of classroom training, with reinforcing
Format homework to complete each evening. Day 4 of the course includes a site visit
and audit of a real-life plant room and renewable energy centre.
How will I The course is designed to be highly interactive, with a range of different
learn? learning activities including:

Tutor presentations
Learner research and presentation activities
Group work and discussions
Spreadsheet Activities
Calculations
Practical site visit and audit
What A variety of different course resources will be used, such as:
resources
will be Comprehensive course textbook to support your learning and for reference
used? after the course. Written by a panel of expert EI Energy Managers
High quality presentation materials
Spreadsheets which can be used for exercises during the course and for
future reference

All electronic resources, including presentations are loaded onto the EIs online
Learning Centre, where learners will be able to access resources before,
during and after the course as well as participate in our active course forums.
How will I 1. An end-of-course assessment lasting 2 hours and 15 minutes on day 5 of
be the course, including a mixture of multiple choice and short answer
assessed? questions.
2. A short energy audit and report to complete in your own workplace
following the course. Your tutor will be hand online and by phone to
support you with this.
To pass the course learners will need to achieve a minimum of 60% in each
section.
Course Day
Outline 1 Welcome, introductions, icebreaker

Building an Energy Management System

The role of an energy manager and the significance of energy
management
CPD and services offered by the EI
The energy management process

Metering and Buying

Different types of energy meter
How to read an energy meter
The UK energy market
Understanding energy invoices
 Monitoring and Targeting Techniques
Fundamentals of Monitoring and Targeting
Linear Regression and CUSUM techniques
Establishing energy saving targets
The monitoring and targeting process

Homework: Simple Calculations

Day
2 Regulations and Standards
Legal requirements vs. voluntary standards
Key UK / EU legislation and regulations governing energy use
Government Incentives FITS, RHI, Green Deal
Forthcoming changes in regulations
ISO 50001
Carbon management

Energy Auditing and Solutions

What is an energy audit?
Energy Management Systems
Auditing standards
Types of audit
The auditing process
Analysing energy data
The energy matrix
Benchmarking
Test gear
Key plant equipment
Spotting opportunities

Homework: Multiple choice questions

Day
3 Project Development
Where to go for help
Project planning
Financing projects
Calculating payback

Renewables
Renewable energy / heat sources
o Wind
o Solar
o Hydro
o Geothermal
Passive renewable energy
Low carbon technologies
o Green electricity
o Combined heat and power (CHP)
Incentives (FITs, ROCs, RHI)
Making the financial case for renewables

Staff Awareness
Benefits of staff awareness
 Assessing current position
Staff awareness strategy
Defining the audience
Motivating people
Routes to awareness
Routes of communication

Homework: Looking over sample energy reports

Day
4 Plant room tour
Plant room tour, including the opportunity to examine equipment
covered in other areas of the course, including (subject to
availability):
o Metering installations
o Domestic hot water heaters
o Air handling units
o BMS equipment
o Boiler plant
o Pumps and motors
Opportunity to undertake an Energy Audit of a boiler, pump and
lighting installation
Energy efficiency calculations

Report writing
Energy Report writing
Planning post course project

Homework: Revision for assessment.

Day
5 Review of energy report templates and samples from homework
Sources of information to assist the Energy Manager
Case studies / show and tell
Revision session
End of course assessment

Coursework: Project due 6 weeks after course finishes