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CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

CARE+ "Training Chemical SMEs in Responsible Use of Energy"


ENERGY EFFICIENCY SELF AUDIT GUIDE FOR CHEMICAL SMEs
WORKBOOK FOR QUALITATIVE AND QUANTITATIVE ASSESSMENT
OF YOUR ENERGY PERFORMANCE

Version
Date

2.2a
10/21/2011

Contact

Simon Minett, Challoch Energy,


simon.minett@challoch-energy.com
+32 2 688 32 32

Project Leader

Andrea Weigel, Cefic


awe@cefic.be
+32 2 676 73 67

Developed under Contract No. IEE/07/827/SI.499212


Project part-funded by the European Agency for Competitiveness and Innovation
Website to download the excel file and further information
www.cefic.be/careplus

The sole responsibility for the content of this publication lies with the authors. It does not necessarily reflect the opinion of the
European Communities. The European Commission is not responsible for any use that may be made of the information contained
therein.

262067311.xls; COVER

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CARE+ ENERGY EFFICIENCY SELF AUDIT GUIDE FOR CHEMICA


WORKBOOK FOR QUALITATIVE AND QUANTITATIVE ASSESSMENT OF
ENERGY PERFORMANCE
HOW TO USE THIS WORKBOOK

This Energy Auditing Workbook accompanies the Energy Efficiency Self Audit Guide. It will help you underta
audit of your site. It should be used in conjunction with the Guide and the Best Practices, which provide mor
information on auditing, energy management and major areas in chemical sites where energy savings can b
achieved.
(Note: once completed with your data the Workbook is confidential to your company.)

The Workbook is designed to undertake a short energy audit. Please do not be put off by the number of step
involved. Much of the data required from you should be readily available and you only have to input data on
Workbook is designed to undertake energy conversions, synthesis of the data and analysis. The sheets can
out and will form a large part of your audit report. We have designed this Workbook to make the task of und
the audit as straightforward as possible.

In some cases you may not have monthly data, or data for each process. Do not worry, you can just enter e
quarterly or annual data. In those places where monthly data is requested, we would suggest that you divid
data equally. Thus if you have annual data, divide it by 12 and add the data into the tables. In the longer te
should consider collect data on a more frequent basis.

Finally, you may find that some of the data requested does not apply to your circumstances. For example yo
not have a Combined Heat and Power plant. You can just ignore that part of the Workbook where the data in
not apply to your site.

The Workbook is designed to be completed for a single industrial site, its process areas, office buildings and
You may use the Workbook for a more restricted part of the site, such as one factory unit. If you wish you us
Workbook for your whole business that includes more than one industrial site, we suggest you complete one
Workbook for each site.

The blue cells in the Workbook are cells where you should add data.

The yellow cells are calculated automatically from your inputs into the blue cells.
Below you find the index for the Workbook.
INDEX
Preparation for the Audit
STEP 1
INITIAL BUSINESS CASE
STEP 2
OVERVIEW INFORMATION ON THE COMPANY AND SITE TO BE AUDITED
Qualitative Information
STEP 3
ENERGY WALK ROUND
STEP 4
ENERGY MANAGEMENT STRENGTHS AND WEAKNESSES
STEP 5
ENERGY TRANSFORMATION AND MAJOR PRODUCTION PROCESSES
Quantitative Information
STEP 6
SITE ENERGY USAGE
STEP 7
SITE PRODUCTION AND FINANCIAL DATA
STEP 8
ENERGY TRANSFORMATION DATA
STEP 9
PRODUCTION LINE DATA
STEP 10 PROCESS ENERGY CONSUMING DEVICES
STEP 11 BUILDINGS ENERGY USE
Analysis and Evaluation
STEP 12 MAIN INDICATORS
STEP 13 ENERGY ANALYSIS

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STEP 14
STEP 15

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ENERGY SAVINGS OPTIONS


RECOMMENDATIONS FOR IMPLEMENTATION

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FOR CHEMICAL SMEs


SSESSMENT OF YOUR

. It will help you undertake the self


ctices, which provide more detailed
ere energy savings can be

r company.)

off by the number of steps


nly have to input data once. The
nalysis. The sheets can be printed
k to make the task of undertaking

orry, you can just enter either


ld suggest that you divide the
e tables. In the longer term you

mstances. For example you may


rkbook where the data input does

eas, office buildings and stores.


y unit. If you wish you use the
uggest you complete one

add data.

puts into the blue cells.

ITED

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262067311.xls; INTRODUCTION

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PREPARATION FOR THE AUDIT


STEP 1
Introduction

INITIAL BUSINESS CASE

Managing your energy use and energy costs can create substantial economic benefits. Therefore, you should not treat energy costs simply as fixed overhead
but as a manageable cost factor.
This sheet allows you to evaluate the importance of energy cost for your site and shows you what bottom line improvements can be achieved thruogh energy
savings. It is also very useful if you want to convince the top management of the possitive effects of energy savings.

Reference Year

Year to which all data refer to. It is very important in order to have a consistent analysis.

Reference Year
Data

SITE OPERATING FIGURES

Improvement with
10% Energy
Savings

Business
Improvement

Definitions

Annual Sales

Energy Costs

N/A

Costs of fuel, electricity and imported heat in the reference year

Cost of Production

N/A

Total annual production costs (materials, energy, labour) excluding


overhead, taxation, and interest payments

Gross profit

N/A

Annual Sales minus the Cost of Production

Net Profit

N/A

The Net Profit is after all other costs, amortisation and depreciation of
assets and payment of taxes. This will be in your Annual Accounts.

Profit Margin

N/A

N/A

N/A

Net Profit divided by Annual Sales

Energy Cost/Total Costs

N/A

N/A

N/A

GUIDANCE:
< 5%
> 5% & < 15%
> 15%

Total sales of products and services in the reference year

The ratio of your energy costs to total costs is an important indicator to determine how much attention to devote to energy efficiency
It is always worth to increase energy efficiency, but there might be other activities with a higher impact on your competitiveness
Check your business for energy savings, you can have an impact
If you did not yet work on energy efficiency, it is high time to get started and focus on this important competitiveness and cost factor

SITE TO BE SUBJECT TO THE AUDIT


NAME OF AUDITOR

262067311.xls; STEP 1

0
0

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PREPARATION FOR THE AUDIT


STEP 2
Introduction

OVERVIEW INFORMATION ON THE COMPANY AND SITE TO BE AUDITED

This sheet collects general data on your company and the site you are planning to audit. It is a good preparation to plan your
audit and gather basic information on the different energy consuming installations.

Reference Year
HEADQUARTERS
Company Name
Headquarters Address

Street
Zip
Country

Town

Principal Contact Person


Person Responsible for Energy
Overall Workforce
Total Company Workforce in Reference Year
Annual Turnover
Turnover in Euros in Reference Year
Number of Productions Sites
SITE TO BE SUBJECT OF AUDIT
Site Name
Energy Manager
Site Manager
Contact Person
Site Address

The person completing the audit

Street
Zip
Country

Telephone
Email
GENERAL SITE OVERVIEW DATA
Total Space (m2)
Productive Space (m2)
Office Space (m2)
Storage Space (m2)
Production Hours per Day
Production Weeks per Year
Number of Employees

262067311.xls; STEP 2

Town
Fax

Total Volume (m3)


Productive Volume (m3)
Office Volume (m3)
Storage Volume (m3)
Production Days per Week
Production Days per Year
Age of Site (add date)

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PREPARATION FOR THE AUDIT


STEP 2

OVERVIEW INFORMATION ON THE COMPANY AND SITE TO BE AUDITED

SITE PRODUCTION OVERVIEW

Principal Products Produced on Site


Chose up to the top five products. Enter a name for the each
product and provide an estimate of the share each product has to
the site by tonnage and in terms of monetary value

Share by
Tonnage of
Production
Product
Product
Product
Product
Product
Others
Total

1
2
3
4
5
100.0%
100.0%

Comment on the general state of repair and age of production equipment on site

SITE ENERGY TRANSFORMATION EQUIPMENT


Steam Boilers
Number
Age
Hot Water Boilers
Number
Age
Combined Heat & Power
Yes/No
Age
Air Compressors
Number
Age
Air Compressors
Number
Age
Other Equipment (such as fired heaters)
Comment on the general state of repair of energy transformation equipment on site

Capacity
Capacity
Capacity
Capacity
Capacity

Total capacity in tonnes/hr


Total Capacity in kW
Electrical Power Capacity in MWe
Electrical Power Capacity in kWe
Total capacity in m3/hr

Other remarks

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PREPARATION FOR THE AUDIT


STEP 2

262067311.xls; STEP 2

OVERVIEW INFORMATION ON THE COMPANY AND SITE TO BE AUDITED

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PARATION FOR THE AUDIT

RMATION ON THE COMPANY AND SITE TO BE AUDITED

n your company and the site you are planning to audit. It is a good preparation to plan your
on the different energy consuming installations.

The person completing the audit

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PARATION FOR THE AUDIT

RMATION ON THE COMPANY AND SITE TO BE AUDITED


Share by Value

100.0%
100.0%

oduction equipment on site

Total capacity in tonnes/hr


Electrical Power Capacity in MWe
Electrical Power Capacity in kWe
Total capacity in m3/hr

nsformation equipment on site

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PARATION FOR THE AUDIT

RMATION ON THE COMPANY AND SITE TO BE AUDITED

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QUALITATIVE INFORMATION
STEP 3
Introduction

ENERGY WALK ROUND

An energy walk round leads you around your site to check the functioning and characteristics of your main energy consuming installations. It is not only useful for t
undertaken on a regular basis to make sure your installations are running energy efficiently. The check list below can be used for the walk round. This is not an exh
items of your plant are not covered, you can add them below.

ENERGY WALK ROUND


Date of Walk Round
Item

Reviewed
(Yes / No)

Steam system
When were boilers and boiler house equipment last serviced and when is the next service being scheduled?
Are boilers operating at the correct steam pressure?
Is the combustion control system working with the correct air/fuel ratio?
Is the boiler blow down set at the correct ratio?
Is the deaerator working at the correct pressure?
Are steam traps being inspected and tested regularly?
Check for steam leakages in the system
Is the steam pipework well insulated and is the insulation in a good state of repair?
Are heat exchanger surfaces regularly checked for scaling & fouling?
Imported heat
Is the heat metered adequately?
Is the pipework to the site adequately insulated? If there are problems speak to your supplier.
Are there any leaks in the pipework to the site? If there are problems speak to your supplier.
Heating and air conditioning (HVAC)
Have heaters/boilers been serviced in the last 12 months?
Are boiler controls working, and at the correct settings?
Are there obstructions in front of radiators or heaters?
Are heaters and air conditioning units operating simultaneously in the same space?
Do all areas have the same heating requirements?
Is the room thermostat working, and set to the correct temperature?
Are there complaints about room temperatures (too high when heated, too cold when air conditioning is on)?
Are there portable electric heaters in use?
Are the timers of thermostats working, and on the correct setting?
How is hot water provided?
Are windows and doors closed when heating or air conditioning is on?
Are there any cold draughts coming from windows or doors?
Compressed air
Are checks made on unnecessary use of compressed air?
Are regular leakage checks being made?
Does the system operate at the correct air pressure?
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QUALITATIVE INFORMATION
STEP 3

ENERGY WALK ROUND

Are air using equipment and tools serviced regularly?

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QUALITATIVE INFORMATION
STEP 3

ENERGY WALK ROUND

Refrigeration
Are refrigeration units operating at the correct temperature set point?
Are checks made on refrigerant leakage from the system?
When were refrigeration units last serviced, and when is the next service being scheduled?
Are condensers kept clean and free from blockages?
Are evaporators de-iced regularly?
Is the insulation of piping in good condition?
Lighting
Are lights switched off when rooms are not in use?
Are lights switched off when daylight is sufficient?
Are lamps, fittings and rooflights clean?
Are traditional tungsten light bulbs replaced by compact fluorescent bulbs?
Are presence detection switches used to switch on lights?
Is exterior lighting at unattended areas kept to a minimum?
Are presence detection switches used to switch on exterior lighting at unattended places?
Use of electricity (motors, pumps, fans, etc)
Is equipment switched off when not needed?
Are high efficiency motors considered?
Is checked where variable speed can be applied?
Use of electricity in the office
Are computers in energy saving mode when they are not being used?
Are monitors switched off when not in use?
Are banks of lighting partitioned with individual switches?
Metering
Do you know where all relevant meters for monitoring energy use are located?
Are meters, including those from the energy supplier, well maintained and regularly calibrated?
Make sure the meter readings are well understood
Production processes
Is process equipment operating at the correct process conditions?
Are operators aware of operating factors that influence energy consumption, e.g. variations in load & peak loads?
Check with the operators the operations history of their shift to see whether structural energy issues are present
Is process equipment insulation still in a good condition?
Are spills and leakages avoided and kept to a minimum?

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QUALITATIVE INFORMATION
STEP 3

ENERGY WALK ROUND

Comments
Make any additional comments here

SITE NAME
AUDITOR
REF YEAR

0
0
0

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suming installations. It is not only useful for the audit, but should also be
be used for the walk round. This is not an exhaustive list. If important

Remarks (or not applicable)

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QUALITATIVE INFORMATION
STEP 4
Introduction

ENERGY MANAGEMENT STRENGTHS AND WEAKNESSES

This qualitative sheet allows you to judge the performance of your organisational structure and management
settings with regards to energy efficiency. At the same time it also gives you a very good idea what further
steps are possible to improve your site.
Insert the number of the statement in each category that most accurately reflects your current
situation.

ENERGY MANAGEMENT ASSESSMENT OF YOUR SITE


Commitment and Energy Policy
1
No explicit policy
2
Unwritten set of guidelines
3
Unadopted policy
4
Formal policy but no active commitment from management
5
Energy policy has active commitment of management
Roles and Responsibilities
1
No delegation of responsibilities
2
Informal ad hoc delegation
3
Some delegation but line management involvement unclear
4
Clear line management accountability
5
Energy management fully integrated into the organisation
Target and Projects
1
No targets and no investments in improving energy efficiency
2
Good Housekeeping targets and low cost initiatives only
3
Also low & medium cost measures considered if they have a short pay back period
4
Same appraisal criteria used for energy management as for other cost reduction projects
Investment in energy efficiency is evaluated in life cycle analysis, reducing carbon footprint of the
site is a business objective
Energy Performance Monitoring
1
No accounting of energy consumption
2
Limited ad hoc tracking of energy consumption and invoice checking
3
Individual monthly monitoring with limited sub meters, costs reporting by individuals
4
Monthly monitoring and accounting based on sub meters, no tie-in to companys system
5
Comprehensive Energy Performance Monitoring, fully integrated with the daily operations
Awareness and Training
1
No energy related staff training provided
2
Technical staff occasionally attend special courses
3
Ad-hoc internal training for selected people
4
Energy training targeted at major users
5
Appropriate and comprehensive staff training, tailored to identified needs
Communication
1
No communication or promotion of energy efficiency issues
2
Ad-hoc informal contacts used to promote energy efficiency
3
Irregular use of company communication channels to promote energy efficiency
4
Regular staff briefing, energy performance reporting and promotion of energy efficiency
5
Extensive communication of energy issues within and outside the organisation
5

Overall Assessment
Explanation:

<2

You have a energy management regime that requires considerable improvement and
there will be energy savings and improved business performance opportunities

2-3.5

Your energy management regime is at a basic level and improvement would yield energy
savings and improved business performance
Your energy management regime is good, but focus on the areas where you scored
below 4, as there you can still improve.

> 3.5

SITE NAME
AUDITOR
REF YEAR

N/A

0
0
0

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QUALITATIVE INFORMATION
STEP 5
Introduction

ENERGY TRANSFORMATION AND MAJOR PRODUCTION PROCESSES


The Energy Audit Data sheet gives you an overview on the main energy producing processes on site and
the overall characteristics of your plant. Especially if an external auditor is doing your site audit or
supporting you with your auditing activities, this is the basic information that you need to provide.

AUDIT HISTORY
Date of Audit
Previous Audit (Yes/No)

If Yes, Give Date

ENERGY CONVERSION EQUIPMENT


STEAM BOILERS and COMBINED HEAT AND POWER
Number of Heat Only Boilers

CHP

N/A

N/A

N/A

N/A

You have room for up to 4 boilers. Enter the number in the box above.
If you do not have a CHP plant leave that column blank.

Age of CHP/Boiler
Steam Capacity of CHP/Boiler
Maximum Pressure
Maximum Temperature
Fuel Type
Economiser
Air Pre-heater
Operational hours per year
Last Service
DE-AERATOR
Temperature
Remarks and Observations

##
##
##
##

Tonnes/h
Bar (abs)
C
Gas/Coal/Fuel oil
Yes/No
Yes/No
Date
C

HOT WATER BOILERS and CHP


Number of Heat Only Boilers

CHP

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

You have room for up to 4 boilers. Enter the number in the box above.
If you do not have a CHP plant leave that column blank.

Age of CHP/Boiler
Heat Capacity of CHP/Boiler
Maximum Temperature
Fuel Type
Economiser/Condenser
Air Pre-heater
Operational hours per year
Last Service
Remarks and Observations

kW
C
Gas/Coal/Fuel oil
Yes/No
Yes/No
Date

ADDITIONAL COMBINED HEAT AND POWER INFORMATION


Electricity Output Capacity
MWe
Type of Plant
Supplier of Main Equipment
Remarks and Observations

COMPRESSED AIR INSTALLATIONS


Number of Compressors
Age of Compressor
Type of Compressor
Capacity of Compressor
m3/hr
Electrical Power
kW
Maximum Pressure
Bar (abs)
Fuel Type (Electricity/Gas/Oil)
Operational Hours per Year
Last Service
Remarks and Observations

262067311.xls; STEP 5

N/A

##
##
##
##

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QUALITATIVE INFORMATION
STEP 5

ENERGY TRANSFORMATION AND MAJOR PRODUCTION PROCESSES

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QUALITATIVE INFORMATION
STEP 5

ENERGY TRANSFORMATION AND MAJOR PRODUCTION PROCESSES

OTHER ENERGY TRANSFORMATION INSTALLATION


Please add details of other relevant plant here
None

ENERGY CONSUMING INSTALLATIONS


Motors and Drives
Number of Motors and Drives

Total Rating

kWe

Note: you should aggregate all the capacities of all motors and drives on the site

Comment on usage patterns and the age and state of repair of the Motors and Drives
Half the motors are very old and need replacing. Three motors are too big for their function

Lighting
Number of Lights in Factory/Stores
Number of Lights in Office Buildings

Total Rating
Total Rating

kWe
kWe

Note: you should aggregate all the lights in the factory/stores and offices on the site

Comment on usage patterns and the age and state of repair of the Lighting
Office lights are all fluorescent and with no control. Factory lights are halogen and do have some control

Other
Describe of the energy consuming plant (such as mixers, distillation columns, pumps)

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QUALITATIVE INFORMATION
STEP 5

ENERGY TRANSFORMATION AND MAJOR PRODUCTION PROCESSES

PRODUCTION PROCESSES
Choose the top three energy consuming processes on your site. They may be related to the top three product volumes
that you have determined in STEP2 but not necessarily. All other energy consuming processes can be simply aggregated
and describe in the last line.

PROCESS 1
Description
Age of Equipment
Type of Energy Used

Electricity
Steam
Hot Water
Compressed Air
Other (Describe)

Comments
PROCESS 2
Description
Age of Equipment
Type of Energy Used

Electricity
Steam
Hot Water
Compressed Air
Other (Describe)

Comments
PROCESS 3
Description
Age of Equipment
Type of Energy Used

Electricity
Steam
Hot Water
Compressed Air
Other (Describe)

Comments
COMMENTS ON OTHER PROCESSES

SITE NAME
AUDITOR
REF YEAR

0
0
0

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QUANTITATIVE INFORMATION
STEP 6
Introduction

SITE ENERGY USAGE

This sheet covers the monthly consumption and purchase of the different energy carriers, such as gas, electricity, fuel oil, coal, heat and allows you to do a comparison over time. You ca
Reuse the sheet for several years, if you have the information available. At the end you can find some graphs which will halp you to analyse the data.

CONVERSION FACTORS
Please input your fuel quality and CO2 emission data here. If you do not know these we have This allows all your data to be in the same units to help with analysis.
provided default data in the next box, which will be used automatically.

FUEL QUALITY INPUT DATA


Natural Gas
MJ/Nm3
Coal
GJ/Tonne
Fuel Oil
GJ/Tonne

CO2 EMISSIONS
kg/MWh
kg/MWh
kg/MWh

HHV/LHV

Electricity
Imported Heat
Note

Fuel quality default values (LHV)


36.2 MJ/Nm3
Natural Gas
25.8 GJ/Tonne
Coal
41.2 GJ/Tonne
Fuel Oil

kg/MWh

Electricity

kg/MWh

Imported Heat

Conversion to MWh

CO2 EMISSIONS (t CO2 per M

0.0101 MWh/ Nm3


7.1734 MWh/ GJ
11.4529 MWh/ GJ

201.1
340.6
263.2
626.9

0.0003 MWh/MJ

223.4

Monthly purchased energy is filled out in the quantity as specified on the invoices. Check with your supplier about the quality of the specified fuels, whether these are specified in Higher Heating Value (H
Heating Value (LHV) (or Net Calorific Value).

Monthly Purchased Energy Quantities


Electricity

Quantity
(MWh)
January
February
March
April
May
June
July
August
September
October
November
December
Total

262067311.xls; STEP 6

Peak Demand Unit Cost


(MWe)
(Euro/ MWh)

Natural Gas

Total Other
Charges
(Euro)

Total Cost
(Euro)

CO2
Emissions
(Tonnes)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Quantity
(Nm3)

Quantity
(MWh)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Peak
Demand
(Nm3)

Unit Cost (Euro/


Nm3)

Total Other
Charges
(Euro)

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QUANTITATIVE INFORMATION
STEP 6

SITE ENERGY USAGE

Imported Heat

Quantity
(MJ)

January
February
March
April
May
June
July
August
September
October
November
December
Total

Quantity
(MWh)

Peak
Demand
(MJ)

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Unit Cost
(Euro/ MJ)

Coal
Total Other
Charges
(Euro)

Total Cost
(Euro)

CO2
Emissions
(Tonnes)

Purchased
Quantity
(Tonnes)

Consumed
Quantity
(Tonnes)

Delivered to
site and put
into storage

Actually
consumed in the
month

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Consumed
Quantity
(Tonnes)

Delivered to
site and put
into storage

Actually
consumed in
the month

January
February
March
April
May
June
July
August
September
October
November
December
Total

262067311.xls; STEP 6

Quantity
(MWh)

Unit Cost (Euro/


Tonne)

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Fuel Oil
Purchased
Quantity
(Tonnes)

Quantity
(MWh)

Total Cost
(Euro)

Other

Unit Cost
(Euro/
Tonne)

Total Cost
(Euro)

CO2
Emissions
(Tonnes)

Quantity
(MWh)

Unit Cost
(Euro/ MWh)

Total Cost
(Euro)

CO2 Emissions (Tonnes)

CO2 assumed as equivalent to


Fuel Oil

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Page 27 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 6
Electricity Sales from CHP
Quantity
Sold (MWh)
January
February
March
April
May
June
July
August
September
October
November
December
Total
Remarks and Observations

SITE NAME
AUDITOR
REF YEAR

Unit Sales
Price
(/MWh)

SITE ENERGY USAGE

Sales of Heat
Unit Sales
Price
(/MWh)

Sales Value Avoided CO2 Quantity


()
(Tonnes)
Sold (MWh)

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00
0

Total
Sales Value
()

Purchased
Quantity
(MWh)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Energy
Purchase
Costs ()

Energy
Sales ()

Net Energy
Costs ()

Site CO2
Emissions
(Tonnes)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0
0
0

262067311.xls; STEP 6

Page 28 of 62

C u m u la t i v e E n e r g y C o n s u m p t i o n in M W h

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 6

SITE ENERGY USAGE

Monthly Energy Costs (Euros)


1
1
1

Monthly Energy Consumption

1.00

0.80

0.60
0.40
0.20
0.00

Other
Fuel Oil

Coal

Fuel Oil

Coal

Imported Heat

Natural Gas

Imported Heat

Tonnes of CO2

Other

Monthly CO2 Emissions by Fuel Type


1.00
0.80
0.60
0.40
0.20
0.00

Electricity

262067311.xls; STEP 6

Natural Gas

Imported Heat

Coal

Page 29 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

mparison over time. You can find the data on your energy bill.

2 EMISSIONS (t CO2 per MWh)

kg/MWh
kg/MWh
kg/MWh
Assumes 50% Natural Gas Fuel in the
Power Sector with 50% efficiency and
50% Coal with 40% efficiency
Assumes natural gas fuel is used

kg/MWh
kg/MWh

in Higher Heating Value (HHV) (or Gross Calorific Value) or in Lower

Total Cost
(Euro)

CO2
Emissions
(Tonnes)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

262067311.xls; STEP 6

Page 30 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

CO2 Emissions
(Tonnes)

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

262067311.xls; STEP 6

Page 31 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

Net CO2
Emissions
(Tonnes)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

262067311.xls; STEP 6

Page 32 of 62

CARE+ Energy Efficiency Self Audit Guide

262067311.xls; STEP 6

IEE/07/827

Page 33 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 7
Introduction

SITE PRODUCTION AND FINANCIAL DATA

Energy management can improve your business performance. To relate the two issues, it is indispensable to use the main financial indicators or your site's business, such as sales; cost; profit and relate it with your energy cost. If you
want to work out a business case, what influence energy savings can have on your overall performance, this is the data you need to look at. For this STEP you need the aggregated data for your site.

Monthly Financial Data


Total Production

Energy Costs

Tonnes
January
February
March
April
May
June
July
August
September
October
November
December
Total

Sales Revenues

Gross Profit

Return on Sales

Total annual production


costs (materials, energy,
labour) excluding
overhead, taxation, and
interest payments

Monthly sales of goods and


services

Annual Sales minus the


Cost of Production

Gross margin divided by


total production costs

%
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Net Profit of Company in Reference Year


Remarks and Observations

SITE NAME
AUDITOR
REF YEAR

Total Production Costs

Energy Cost / Total


Costs

Energy Costs / Tonne


of Production

%
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

A 10% Saving in Your Energy Costs will Improve Your Net Profit to
which is a Business Improvement of

N/A

0
0
0

262067311.xls; STEP 7

Page 34 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 8
Introduction

ENERGY TRANSFORMATION DATA

This Step is used to calculate the fuel (gas, oil etc.) consumed by all boilers (steam and hot water), CHP plant and compressed air plant. The energy used in motors, pumps, fans and lighting should be included in Step 10.

BOILER PLANT Steam Boilers


Steam
Capacity
Tonnes/hour

Nominal
Pressure
bar a

Nominal
Temperature
C

Enthalpy
Measured
Standard
MJ/tonne
MJ/tonne

Fuel

Fuel Cost

Type

/MWh

Default
Efficiency
%

If no measured value indicated the


standard value will be used, based on
steam at 10 bar/ 250C

CHP
BOILER
BOILER
BOILER
BOILER

N/A
N/A
N/A
N/A
N/A

1
2
3
4

N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A

2,565.7
2,565.7
2,565.7
2,565.7
2,565.7

Only used if
Steam Output is
not metered

N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A

80%
82%
82%
82%
82%

CHP (Steam)

STEAM BOILER 1
Calculated
Steam

Steam
Tonnes
January
February
March
April
May
June
July
August
September
October
November
December
Total

Enthalpy

(if not specified)

Tonnes

Heat

MJ
0
0
0
0
0
0
0
0
0
0
0
0
0

Electricity
Output
MWh

0
0
0
0
0
0
0
0
0
0
0
0
0

Fuel Quantity
Units Specified
in STEP 5

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Total Steam
CHP Efficiency Cost

0.00

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Steam Cost
per Tonne

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

STEAM BOILER 2

262067311.xls ;STEP 8

Enthalpy

(if not specified)

Tonnes
January
February
March
April
May
June
July
August
September
October
November
December
Total

Tonnes

/MWh

Calculated
Steam

Steam
Tonnes
-

Enthalpy

(if not specified)

Tonnes

MJ
0
0
0
0
0
0
0
0
0
0
0
0
0

Heat

Boiler
Efficiency

Fuel Quantity
Units Specified
in STEP 5

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Total Steam
Cost

Steam Cost
per Tonne

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

STEAM BOILER 3

Calculated
Steam

Steam

Cost of
Electricity

Heat

MJ
0
0
0
0
0
0
0
0
0
0
0
0
0

Units Specified
in STEP 5

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

Boiler
Efficiency

Fuel Quantity

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Total Steam
Cost

Steam Cost
per Tonne

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Calculated
Steam

Steam

Enthalpy

(if not specified)

Tonnes

Tonnes

Heat

MJ
0
0
0
0
0
0
0
0
0
0
0
0
0

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

Boiler
Efficiency

Fuel Quantity
Units Specified
in STEP 5

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Total Steam
Cost

Steam Cost
per Tonne

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Page 35 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 8

ENERGY TRANSFORMATION DATA

STEAM BOILER 4

Steam
Tonnes
January
February
March
April
May
June
July
August
September
October
November
December
Total
Remarks and Observations

262067311.xls ;STEP 8

SUMMARY TABLE: ALL BOILERS and CHP

Calculated
Steam

Enthalpy

(if not specified)

Tonnes

Heat

MJ
0
0
0
0
0
0
0
0
0
0
0
0
0

Fuel Quantity
Units Specified
in STEP 5

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

Boiler
Efficiency

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Total Steam
Cost

Steam Cost
per Tonne

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Steam

Enthalpy

Tonnes

Heat

MJ
0
0
0
0
0
0
0
0
0
0
0
0
0

Electricity

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Fuel Use
Fuel Quantity Efficiency
MWh

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Total Steam
Cost

Steam Cost
per Tonne

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Page 36 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 8

ENERGY TRANSFORMATION DATA

BOILER PLANT Hot Water Boilers


Thermal
Capacity
kW
CHP
BOILER
BOILER
BOILER
BOILER

Maximum
Temperature

Fuel

Type

N/A
N/A
N/A
N/A
N/A

1
2
3
4

N/A
N/A
N/A
N/A
N/A

Default
Efficiency

Fuel Cost
/MWh
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A

%
80%
82%
82%
82%
82%

Note: Default
efficiency is
used when
output is not
specified

CHP (Hot Water)

Hot Water
MWh
January
February
March
April
May
June
July
August
September
October
November
December
Total

HOT WATER BOILER 1

Calculated Hot
Electricity
Water
Output
(if not specified)
MWh

Units Specified
in STEP 5

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

Total Hot Water Hot Water Cost Cost of


CHP Efficiency Cost
/ MWh
Electricity

Fuel Quantity

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

HOT WATER BOILER 2

(if not specified)

MWh
January
February
March
April
May
June
July
August
September
October
November
December
Total

262067311.xls ;STEP 8

0
0
0
0
0
0
0
0
0
0
0
0
0

Boiler
Efficiency

Fuel Quantity
Units Specified
in STEP 5

MWh

(if not specified)

MWh
-

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

Boiler
Efficiency

Fuel Quantity
Units Specified
in STEP 5

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Total Hot Water Hot Water Cost


Cost
/ MWh

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

HOT WATER BOILER 3

Calculated Hot
Water

Hot Water

/MWh

Calculated Hot
Water

Hot Water

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Total Hot Water Hot Water Cost


Cost
/ MWh

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Calculated Hot
Water

Hot Water

(if not specified)

MWh

MWh

0
0
0
0
0
0
0
0
0
0
0
0
0

Boiler
Efficiency

Fuel Quantity
Units Specified
in STEP 5

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Total Hot Water Hot Water Cost


Cost
/ MWh

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Page 37 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 8

ENERGY TRANSFORMATION DATA

HOT WATER BOILER 4

Hot Water
MWh
January
February
March
April
May
June
July
August
September
October
November
December
Total
Remarks and Observations

SITE NAME
AUDITOR
REF YEAR

SUMMARY TABLE: ALL BOILERS and CHP

Calculated Hot
Water
(if not specified)

MWh

0
0
0
0
0
0
0
0
0
0
0
0
0

Boiler
Efficiency

Fuel Quantity
Units Specified
in STEP 5

MWh
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Total Hot Water Hot Water Cost


Cost
/ MWh

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Electricity
Output

Hot Water
MWh

Fuel Use
Fuel Quantity Efficiency

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

%
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Total Hot
Water Cost

Hot Water
Cost / MWh

0
0
0

262067311.xls ;STEP 8

Page 38 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 9

PRODUCTION LINE DATA

Introduction

Production data collection is essential to produce meaningful indicators and relate your energy consumption to the output. You should enter the three products with the largest energy consumption
and aggregate the rest. The graphs below will support your analysis. If it is not possible to get this data at a monthly level, provide at least annual data (We suggest that you divide the annual data
by 12 to enter it in each month).

Product A
Product B
Product C

Product A
Product B
Product C

Add a name for Product A in the blue cell


Add a name for Product B in the blue cell
Add a name for Product C in the blue cell

Monthly and Annual Production


Product A

Product A

Operating
Hours

Production
Volume
(tonnes)

Hours

Tonnes

Total Production
Cost (Materials,

Sales Value

Electricity
Consumption

Steam
Consumption

Hot Water
Consumption

Compressed
Air
Consumption

Direct Fuel
Usage

Direct Fuel
Usage

Total Delivered
Energy
Consumption

Total Primary
Energy
Consumption

MWh

Tonnes

MWh

MWh

Specified below

MWh

MWh

MWh

energy, labour)

excl overhead, tax


and interest

January
February
March
April
May
June
July
August
September
October
November
December
Total

Product B

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

Product B

Operating
Hours

Production
Volume
(tonnes)

Hours

Tonnes

Total Production
Cost (Materials,

Sales Value

Electricity
Consumption

Steam
Consumption

Hot Water
Consumption

Compressed
Air
Consumption

Direct Fuel
Usage

Direct Fuel
Usage

Total Delivered
Energy
Consumption

Total Primary
Energy
Consumption

MWh

Tonnes

MWh

MWh

Specified below

MWh

MWh

MWh

energy, labour)

excl overhead, tax


and interest

January
February
March
April
May
June
July
August
September
October
November
December
Total
262067311.xls; STEP 9

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
Page 39 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 9

PRODUCTION LINE DATA

Product C

Product C

Operating
Hours

Production
Volume
(tonnes)

Hours

Tonnes

Total Production
Cost (Materials,

Sales Value

Electricity
Consumption

Steam
Consumption

Hot Water
Consumption

Compressed
Air
Consumption

Direct Fuel
Usage

Direct Fuel
Usage

Total Delivered
Energy
Consumption

Total Primary
Energy
Consumption

MWh

Tonnes

MWh

MWh

Specified below

MWh

MWh

MWh

energy, labour)

excl overhead, tax


and interest

January
February
March
April
May
June
July
August
September
October
November
December
Total

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

Remainder: please aggregate the values for all remaining products


Operating
Hours

Production
Volume
(tonnes)

Hours

Tonnes

Total Production
Cost (Materials,

Sales Value

Electricity
Consumption

Steam
Consumption

Hot Water
Consumption

Compressed
Air
Consumption

Direct Fuel
Usage

Direct Fuel
Usage

Total Delivered
Energy
Consumption

Total Primary
Energy
Consumption

MWh

Tonnes

MWh

MWh

Specified below

MWh

MWh

MWh

energy, labour)

excl overhead, tax


and interest

January
February
March
April
May
June
July
August
September
October
November
December
Total

262067311.xls; STEP 9

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

Page 40 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 9

PRODUCTION LINE DATA


Total

Total
Production
Cost (Materials,

Production
Volume
(tonnes)

SITE NAME
AUDITOR
REF YEAR

Electricity
Steam
Hot Water
Consumption Consumption Consumption

energy, labour)

Tonnes
January
February
March
April
May
June
July
August
September
October
November
December
Total
Remarks and Observations

Sales Value

0
0
0
0
0
0
0
0
0
0
0
0
0

MWh
-

Tonnes
0
0
0
0
0
0
0
0
0
0
0
0
0

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

Compressed
Air
Consumption

Direct Fuel
Usage

MWh

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

Total
Total Primary
Delivered
Energy
Energy
Consumption
Consumption
MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

MWh
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0

262067311.xls; STEP 9

Page 41 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 9

PRODUCTION LINE DATA

Production Volume (tonnes)

Product A

Product B

Product C

Remainder

Sales Value ()

Product A

262067311.xls; STEP 9

Product B

Product C

Remainder

Product C

Remainder

Energy Cost ()

Total Primary Energy Consumption (MWh)

Product A

Product B

Product A

Product B

Product C

Remainder

Page 42 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

Product A

Energy Cost

Product B

Energy Cost

262067311.xls; STEP 9

Page 43 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

Product C

Energy Cost

er: please aggregate the values for all remaining products

Energy Cost

262067311.xls; STEP 9

Page 44 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

Total

Energy Cost

262067311.xls; STEP 9

Page 45 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

Sales Value ()

Product A

Product B

Product C

Remainder

Energy Cost ()

Product A

262067311.xls; STEP 9

Product B

Product C

Remainder

Page 46 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 10
Introduction

PROCESS ENERGY CONSUMING DEVICES

This Step records the energy use for process energy consuming devices such as compressed air, motors and drives, refrigeration plant and HVAC.
COMPRESSED AIR
Enter data on each Compressed Air device to calculate the electricity consumed (that are NOT counted in Motor and Drives, Refrigeration or HVAC)
Load Factor

Number

Location

Description of Device

Output
m3/hr

TOTALS

Power Rating
kW
0
0
0
0
0
0

N/A
N/A
N/A
N/A
N/A

average over its


duty cycle

Annual
Operating
Hours
h

Annual Electricity Consumption


kWh
%

0
0
0
0
0
0

0
0
0
0
0
0

Annual Electricity Cost

N/A
N/A
N/A
N/A
N/A

Comments
Such as the state of repair, need for replacement etc.

N/A
N/A
N/A
N/A
N/A

MOTORS AND DRIVES


Enter data on each Motor and Drive to calculate the electricity consumed (that are NOT counted in Compressed Air, Refrigeration or HVAC)

Number

Location
TOTALS

M&D1
M&D2
M&D3
M&D4
M&D5
M&D6
M&D7
M&D8
M&D9
M&D10
M&D11
M&D12
M&D13
M&D14
M&D15
M&D16
M&D17
M&D18
M&D19
M&D20
M&D21
M&D22
M&D23
M&D24
M&D25
M&D26
M&D27
M&D28
M&D29
M&D30

262067311.xls; STEP 10

Description of Device

Load Factor

Motor Power
Rating
kW

average over its


duty cycle

%
0

Annual
Operating
Hours
h

Annual Electricity Consumption


kWh
%
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Annual Electricity Cost

Comments
Such as the state of repair, need for replacement etc.

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Page 47 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 10

PROCESS ENERGY CONSUMING DEVICES

REFRIGERATION
Enter data to calculate the electricity consumed by all motors used on refrigeration compressors, condensers and evaporators

Number

Location

Description of Device

TOTALS

Load Factor

Motor Power
Rating
kW

average over its


duty cycle

Annual
Operating
Hours
h

Annual Electricity Consumption


kWh
%
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

REF1
REF2
REF3
REF4
REF5
REF6
REF7
REF8
REF9
REF10
REF11
REF12
REF13
REF14
REF15

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Annual Electricity Cost

Comments
Such as the state of repair, need for replacement etc.

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

HEATING VENTILATION AIR CONDITIONING


Enter data to calculate the electricity consumed by Electrical Heaters, Air Conditioning Units (cassette units), Ventilation Fans and AHU Fan Motors

Number

Location
TOTALS

HVAC1
HVAC2
HVAC3
HVAC4
HVAC5
HVAC6
HVAC7
HVAC8
HVAC9
HVAC10
HVAC11
HVAC12
HVAC13
HVAC14
HVAC15

262067311.xls; STEP 10

Description of Device

Motor Heater /
Unit Power
Rating
kW
0

Load Factor
average over its
duty cycle

Annual
Operating
Hours
h

Annual Electricity Consumption


kWh
%
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Annual Electricity Cost

Comments
Such as the state of repair, need for replacement etc.

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Page 48 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 10

PROCESS ENERGY CONSUMING DEVICES

OTHER THERMAL EQUIPMENT


Enter data to calculate or estimate the fuel consumption of other (non boiler) equipment such as fired dryers, direct-fired heaters, thermal oxidisers, gas cookers etc.

Number

Location
TOTALS

Thermal Rating
kW
0

OTE1
OTE2
OTE3
OTE4
OTE5
OTE6
OTE7
OTE8
OTE9
OTE10
OTE11
OTE12
OTE13
OTE14
OTE15
SITE NAME
AUDITOR
REF YEAR

Description of Device

Thermal
Efficiency
%

Load Factor
Fuel Used

average over its


duty cycle

Annual
Operating
Hours
h

Annual Fuel Consumption


kWh
%
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Annual Fuel Cost

Comments
Such as the state of repair, need for replacement etc.

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

0
0
0

262067311.xls; STEP 10

Page 49 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 11
Introduction

BUILDINGS ENERGY USE

This Step records the energy use for the lighting and other building electrical use
LIGHTING
Enter data to calculate the electricity consumed by all lighting at your facility (Start with Factory, then stores and then the offices)

Number

Location
TOTALS

LIG1
LIG2
LIG3
LIG4
LIG5
LIG6
LIG7
LIG8
LIG9
LIG10
LIG11
LIG12
LIG13
LIG14
LIG15
LIG16
LIG17
LIG18
LIG19
LIG20
LIG21
LIG22
LIG23
LIG24
LIG25
LIG26
LIG27
LIG28
LIG29
LIG30
LIG31
LIG32
LIG33
LIG34
LIG35
LIG36
LIG37
LIG38
LIG39
LIG40

262067311.xls; STEP 11

Description

Type of Light

No of Fixtures

Number of
Lamps per
Fixture

Watt per Lamp Total Power


W
W

Ballast Factor
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Annual
Operating
Hours
h

Annual Electricity Consumption


kWh
% of total

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Annual Electricity Cost


Comments
% of total cost
-

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Page 50 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

QUANTITATIVE INFORMATION
STEP 11

BUILDINGS ENERGY USE

OTHER ELECTRICAL EQUIPMENT


Enter data to calculate the electricity consumed by all other electrical equipment including office & canteen equipment

Number

Location
TOTALS

Power Rating
kW

Annual
Operating
Hours
h

Annual Electrical Consumption


kWh
% of total

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

OEE1
OEE2
OEE3
OEE4
OEE5
OEE6
OEE7
OEE8
OEE9
OEE10
OEE11
OEE12
OEE13
OEE14
OEE15
SITE NAME
AUDITOR
REF YEAR

Description

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Annual Electricity Cost


% of total
-

Comments

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

0
0
0

262067311.xls; STEP 11

Page 51 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

ANALYSIS AND EVALUATION


STEP 12
Introduction

This Step presents results from the energy audit. You have the numeric summary above and below you can find
some graphs to illustrate the results to facilitate your analysis

OVERALL DATA
OPERATING FIGURES
Annual Sales
Cost of Production
Gross Margin
Net Profit
Return on Sales
Total Production (tonnes)
ENERGY COSTS
Electricity Cost
Natural Gas Cost
Imported Heat Cost
Coal Cost
Fuel Oil Cost
Other Fuel Cost
Total Fuel Cost
Total Energy Cost
Saving 10% Energy Costs Improves Gross Margin to
Or Increases Gross Margin by
Saving 10% Energy Costs Improves Net Profit to
Or Increases Net Profit by
ENERGY CONSUMPTION
Electricity Consumption
Natural Gas Consumption
Imported Heat Consumption
Coal Consumption
Fuel Oil Consumption
Other Fuel Consumption
Total Fuel Consumption
Total Energy Consumption
CO2 EMISSIONS
OUTPUTS
Total Energy Cost / Gross Margin
Total Energy Cost / Production Costs
Electricity Costs / Total Energy Costs
Total Fuel Costs / Total Energy Costs
Energy Costs / Tonne of Production
CO2 Emissions / Tonnes of Production
Electricity Consumption / Total Production
Total Fuel Consumption / Total Production
Total Energy Consumption / Total Production

262067311.xls; STEP 12

MAIN INDICATORS

Units
Euro
Euro
Euro
Euro
%
Tonnes

Euro
Euro
Euro
Euro
Euro
Euro
Euro
Euro
Euro
%
Euro
%

N/A
0
N/A
N/A
N/A
N/A

MWh
Nm3
MWh
MJ
MWh
Tonnes
MWh
Tonnes
MWh
MWh
MWh
MWh

0
0
0.000
0
0.000
0
0.000
0
0.000
0
0.000
0.000

Tonnes

0.00

%
%
%
%

kg
ratio
ratio
ratio

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Page 52 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

ANALYSIS AND EVALUATION


STEP 12
PROCESS DATA
PRODUCT
Production Volume
Total Production Cost
Sales Value
Primary Energy Consumption
Energy Cost
OUTPUTS
Energy Consumption/Tonne of Production
Energy Cost/Tonne of Production
Energy Cost/Total Production Cost
Energy Cost/Sales Value

Units
Tonnes

MWh

MWh/t
/t
%
%

10% Improvement in Energy Cost Increases Sales


Value

10% Improvement in Energy Cost Decrease


Energy Cost/Tonnes of Production to

/t

MAIN INDICATORS
Product A

Product B

Product C

Remainder

Total

0.00

0.00%
0.00%

0.00

0.00%
0.00%

0.00

0.00%
0.00%

0.00

0.00%
0.00%

0.00
0.00%
0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

ENERGY CONSUMPTION DATA


ENERGY CONSUMING TECHNOLOGY
Delivered
Energy
Consumption
MWh
Steam CHP and Boilers
Hot Water CHP and Boilers
Air Compressors
Motors and Drives
Refrigeration
Heating Ventilation and Air Conditioning
Other Thermal Equipment
Lighting
Other Electrical Equipment
Total
SITE NAME
AUDITOR
REF YEAR

262067311.xls; STEP 12

Primary Energy Consumption


MWh

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

% of Total
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

Energy Costs

% of Total
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

0
0
0

Page 53 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

ANALYSIS AND EVALUATION


STEP 12

MAIN INDICATORS

Overview of Energy Consumption by Technology

Steam CHP and Boilers

Hot Water CHP and Boilers

Air Compressors

Motors and Drives

Refrigeration

Heating Ventilation and Air Conditioning

Other Thermal Equipment

Lighting

Other Electrical Equipment

Overview of Energy Costs by Technology

Steam CHP and Boilers

Hot Water CHP and Boilers

Air Compressors

Motors and Drives

Refrigeration

Heating Ventilation and Air Conditioning

Other Thermal Equipment

Lighting

Other Electrical Equipment

262067311.xls; STEP 12

Page 54 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

ANALYSIS AND EVALUATION


STEP 13
Introduction

ENERGY ANALYSIS

This Step allows you to do a first brainstorming on the results of the energy audit ,
identifying strengths and weaknesses, areas for improvement and already think of
possible energy efficiency measures. You will build on this excercise in the next Steps.

ORGANISATION
Strengths

Weaknesses

Suggestions For
Improvement
GENERAL SITE
Strengths

Weaknesses

Suggestions For
Improvement
SPECIFIC PRODUCTION LINES
Strengths

Weaknesses

Suggestions For
Improvement
ENERGY TRANSFORMATION PROCESSES
Strengths

Weaknesses

Suggestions For
Improvement

SITE NAME
AUDITOR
REF YEAR

0
0
0

262067311.xls; STEP 13

Page 55 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

ANALYSIS AND EVALUATION


STEP 14
Introduction
Please fill as
many rows as
you need

ENERGY SAVINGS OPTIONS

This Step lists all the energy saving opportunities found during the audit. It should include no cost measures as well as those with investment needs. The auditor should use the Best Practices for
inspiration, as well as the analysis of strengthes and weakneses in the prior Step 13.
You should indicate which measures are a prioirity to implement and these then need to be transferred to Step 15. It is suggested to transfer all Priority Level 1 measures to Step 15.
You can prioritise according to payback period, improvement in the product quality:reduction of wastage, technical feasibility or a combination of these topics. It is up to you to chose the prioritisation that
fits best your needs. Below you can find a proposal for a prioritisation approach.
You may use other financial appraisal methods such as rate of return and net present value, please refer to the Best Practices.

Priority Level 1

= Payback periods of less than 2 years or for business improvement (such as improved product quality) with paybacks up to 5 years = must do with current year

Priority Level 2

= Longer paybacks or larger investments = must do in next three years

Priority Level 3
Number

= Longer paybacks, large investments and long term business change issues = longer term measure
Measure

Brief Description

Area of Site

Technical Requirements

Totals
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

262067311.xls; STEP 14

Page 56 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

ANALYSIS AND EVALUATION


STEP 14
SITE NAME
AUDITOR
REF YEAR

ENERGY SAVINGS OPTIONS

0
0
0

262067311.xls; STEP 14

Page 57 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

Introduction
Please fill as
many rows as
you need

Priority Level 1
Priority Level 2
Priority Level 3
Number

Electricity
Savings
(MWh/yr)

Natural Gas Imported


Savings
Heat
(Nm3/yr)
Savings
(MJ/yr)
0

SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

262067311.xls; STEP 14

Coal
Savings
(Tonnes/yr)
0

Fuel Oil
Savings
(Tonnes/yr)
0

Other Fuel
Savings
(MWh/yr)
0

Total Energy Total CO2


Savings
Savings
(MWh/yr)
(Tonnes/yr)
0

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Energy Cost Other Costs Investment


Savings
Savings
Cost ()
(/yr)
(/yr)

Payback
Period
(years)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Page 58 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

SITE NAME
AUDITOR
REF YEAR

262067311.xls; STEP 14

Page 59 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

Introduction
Please fill as
many rows as
you need

Priority Level 1
Priority Level 2
Priority Level 3
Number

SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG
SAG

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

Impact on Priority
Site Energy Level
Costs (%) (1, 2, 3)
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

262067311.xls; STEP 14

Page 60 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

SITE NAME
AUDITOR
REF YEAR

262067311.xls; STEP 14

Page 61 of 62

CARE+ Energy Efficiency Self Audit Guide

IEE/07/827

ANALYSIS AND EVALUATION


STEP 15
Introduction

RECOMMENDATIONS FOR IMPLEMENTATION

You should transfer all the measures with Priority Level 1 in Step 14 to this Step. This then becomes your recommendations to your
senior management for implementation of energy savings measures as a result of this energy audit. The sheet also gives you the
overall results of all your measures on your bottom line on the top right of your sheet.

Impact of Recommended
Measures on Net Profit

0.00%

Congratulations, you have succesfully completed the analyticl part of your Energy Efficiency Self Audit, you only need to prepare an
short report and start implementing!
Number

Measure

Energy
Savings
(MWh/yr)
Totals

SITE NAME
AUDITOR
REF YEAR

CO2 Savings
(Tonnes/yr)

0.00

Energy Cost
Savings
(/yr)

0.00

Other Cost
Savings
(/yr)

Investment
Cost ()

Payback
Period
(years)

Impact of
Measure on
Energy Costs
(%)

Impact of
Measure on
Gross Margin
(%)

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%

0
0
0

262067311.xls; STEP 15

Page 62 of 62

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