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MSE 2000: 2005

A Management System for Energy

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2005 Georgia Tech Research Corporation. All Rights Reserved. Copyright Protection Notice No part of this draft publication can be reproduced in any form, including an electronic retrieval system, without the prior written permission of the Georgia Tech Research Corporation. Reproduction may be subject to royalty payments or licensing fees. All requests pertaining to the ANSI/MSE 2000 standard should be submitted to the Georgia Tech Energy and Environmental Management Center (GTEEMC). Standard Developer: Georgia Institute of Technology Energy and Environmental Management Center 760 Spring Street, NW Suite 330 Atlanta, GA 30332-0640 energy@edi.gatech.edu (404) 894-6107 or (1-888) 272-2104 www.edi.gatech.edu/energy

Submit formal requests for interpretations of ANSI/MSE 2000:2005 requirements to the GTEEMC Standards Contact, Ginny Key, at the above address. The Interpretations Committee will review and determine appropriate disposition of each request.

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CONTENTS
Foreword .......................................................................................................................................v Introduction................................................................................................................................. vi 1.0 2.0 3.0 4.0 5.0 6.0 7.0 8.0 9.0 Scope.....................................................................................................................1 Normative References...........................................................................................1 Definitions.............................................................................................................1 Management System for Energy...........................................................................2 Management Responsibility..................................................................................3 Energy Management Planning..............................................................................4 Implementation and Operation .............................................................................5 Checking and Evaluation ......................................................................................7 Management Review ............................................................................................8

Annex A (Informative Only): Samples of Energy Profiles...........................................................9 Company Utility Fact Sheet..................................................................................................10 Company Utility Summary Report .......................................................................................11 Company Summary Graph ...................................................................................................12 Facility Utility Summary Report, Plant 1 .............................................................................13 Company Key Performance Indicators Report .....................................................................14 Energy Balance Report, Plant 1 ............................................................................................15 Energy Balance Report, Warehouse .....................................................................................16 Electricity Account Report ...................................................................................................17 Natural Gas Account Report.................................................................................................18 Propane Account Report .......................................................................................................19 Water Account Report ..........................................................................................................20 Company Emissions Performance Detail Report .................................................................21 Company Emissions Graph...................................................................................................22 Annex B (Informative Only): Relationship of ANSI/MSE 2000: 2000 to .................................23 MSE 2000:2005 Annex C (Informative Only): Relationship of ANSI/MSE 2000: 2005 to ................................29 ISO 14001: 2004 Annex D (Informative Only) Bibliography ...............................................................................33

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FOREWORD
The American National Standards Institute (ANSI) is a private, non-profit organization (501(c)3) that administers and coordinates the U.S. voluntary standardization and conformity assessment system. ANSI is the official U.S. representative to the International Accreditation Forum (IAF), the International Organization for Standardization (ISO) and, via the U.S. National Committee, the International Electrotechnical Commission (IEC). ANSI is also the U.S. member of the Pacific Area Standards Congress (PASC) and the Pan American Standards Commission (COPANT). ANSI approval of a standard is intended to verify that the principles of openness and due process have been followed in the approval procedure and that a consensus of those directly and materially affected by the standards has been achieved. A Draft National Standard was circulated to the Canvass List, consisting of a balanced group of materially affected reviewers, and to those requesting reviewer statuses during the ANSI Standards Action announcement period. Approval as an American National Standard requires acceptance by a minimum of 80% of reviewers casting a vote. MSE 2000 was revised by the Georgia Tech Energy and Environmental Management Center. No patent rights or requirements for specific equipment or services are included in the standard. The use of the word energy refers to all primary and secondary energy resources, including water and alternative energy sources. This second edition of MSE 2000 (ANSI/MSE 2000: 2005) replaces the first edition (ANSI/MSE 2000: 2000). The revised standard reflects a process approach and both strengthens and broadens several critical areas within the standard.

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INTRODUCTION
In most organizations, management of energy is relegated to a secondary function behind raw material and human resources, productivity, quality, safety, and environmental. The significance of energy is too often dismissed because it is viewed as a specialized field outside the core business of most organizations. However, energy is an ongoing cost that can be treated as any other manageable expense. Organizations recognizing the importance of energy to the long-term viability of the organization can use this standard to manage and control energy cost and consumption. Unfortunately, past experience indicates that resorting to crisis management techniques with energy generates only short-lived improvements. Long-term, lasting improvements in energy management can be achieved only when an organization makes energy a part of their organizational strategy. The nationally adopted management system standard for energy, ANSI/MSE 2000, describes the elements required for a lasting program of continual improvement in organizational energy management. Implementation of a permanent ANSI/MSE 2000 management system is a reasonable and practical approach to improving energy management and lowering costs. ANSI/MSE 2000, the Management System for Energy, is a documented standard that establishes the order and consistency necessary for organizations to proactively manage their energy resources. Any management system, including those for energy, quality, safety, and environmental conformance, is a structure for opportunity identification and problem-solving that can be implemented by the employees in an organization in many different ways, depending on the organizations activities and needs. In the management system for energy, ANSI/MSE 2000, personnel evaluate the processes and procedures they use to manage energy issues and incorporate strong operational controls and energy roles and responsibilities into existing job descriptions and work instructions. They set objectives and targets for managing their energy resources. They monitor and measure energy performance indicators and evaluate their progress in all phases of energy management. MSE 2000 integrates energy into everyday business operations, and energy management becomes part of the daily responsibility for employees across the entire organization. ANSI/MSE 2000 is a system that incorporates both the management and the technical aspects of energy management. The effective management of energy requires both to be present and integrated. Figure 1 illustrates how this integration takes place within the MSE.

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Managerial
POLICY GOALS TARGETS

Technical
MONITOR & MEASURE ENERGY PROFILE ENERGY ASSESSMENTS

MEASURE & VERIFY RESULTS


Figure 1: MSE 2000 incorporates both management and technical aspects of the management system for energy.

The general purpose of this Standard is to provide assistance to organizations implementing or improving their management system for energy. Organizations implementing ANSI/MSE 2000 recognize that comprehensive energy management is a requirement to achieve maximum benefit from advanced energy efficiency technology, simple operational and maintenance changes, and process improvements impacting energy. Direct benefits include lower energy costs, reduced environmental impact, more effective energy projects, and more efficient operations. Indirect benefits include higher employee morale, increased safety and health, and recognition as a good corporate citizen. MSE 2000 is consistent with the concept of sustainable development and compatible with diverse organizational types, structures and economic sectors. The Standard is specifically designed to support overall business strategy by aligning all aspects of the MSE to organizational strategic goals as expressed through the energy policy. Evaluation metrics (and thus data collection) direct attention to key performance indicators, particularly those most valuable to top management. The involvement of and communication with top

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management ensures strong employee awareness and support of organizational strategy and goals. Implementation of this structured, well-defined management system for energy offers an organization numerous benefits including: 1. Reduced costs, improved efficiency, and diminished environmental impact. 2. Effective and continually improved energy performance. 3. Greater organizational involvement and competency concerning energy issues. 4. Better communication about energy management inside and outside the organization. 5. Better relationships with energy-related suppliers. Effective energy management from implementation of ANSI/MSE 2000 yields both resource and cost savings. Reduction in the use of limited fossil fuel resources provides a benefit to the nation, as well as a significant reduction in cost to the organization. Process and behavioral changes from targeted energy management projects frequently result in reduced needs for other raw materials (such as water or feed product), thus reducing waste and disposal requirements. Immediate reduction in air emissions of nitrous oxides (NOx), sulfur oxides (SOx), and carbon dioxide (CO2) follows any reduction in fossil fuel consumption, and may be the primary reason for implementation of the management system. Additionally, an ANSI/MSE 2000 management system establishes a culture of continual improvement to sustain the gains made, placing the organization in a position to forge even greater savings and energy efficiencies. Implementation of the management system for energy can be tailored to fit the requirements of the organization, including complexity of the system, degree of documentation, and resources required. If desired, the organization can continue to gradually add more depth to the system to reap additional benefits.

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ANSI/MSE 2000: A Management System for Energy


1.0 SCOPE This document is intended as a voluntary standard for a management system for energy (MSE). It covers the purchase, storage, use and disposal of primary and secondary energy resources. The purpose of MSE 2000 is to control and reduce an organizations energy cost and energy-related environmental impact. This document is intended for any organization that uses energy or water. This standard is designed to be compatible with both ISO 9001: 2000 and ISO 14001: 2004 systems. Comparable elements include document control, recordkeeping, management commitment, training, internal audits, corrective and preventive action, and management review. Any of these systems or programs meeting the requirements of the current versions of ISO 9001 or ISO 14001 is considered to meet the requirements of this national standard. Annex A provides examples of an energy profile for several types of organizations. Annex B presents a table of correspondence between ANSI/MSE 2000: 2005 and the previous version of the standard (ANSI/MSE 2000: 2000). Annex C presents a table of correspondence between ANSI/MSE 2000: 2005 and ISO 14001: 2004. Annex D is a Bibliography listing relevant references and informational documents. None of these annexes is part of the normative standard. They are for information and guidance only. 2.0 NORMATIVE REFERENCES There are no normative references at present. 2.0 DEFINITIONS The following definitions apply to this set of system requirements. Commissioning: Process of ensuring that a new building or energy system is designed, installed, functionally tested, and capable of being operated and maintained according to the owners operational needs. Continuous Commissioning: Process where a facility, an energy system, or a piece of equipment is continuously monitored, measured, analyzed and optimized to improve performance and energy efficiency. Energy: Primary or secondary resources that are purchased, stored, disposed, and used by equipment and processes. Energy Baseline: Initial overview of the organizations energy system, including facts and calculations related to energy use, organizational output, key performance indicators, and financial information. NOTE: Used as the starting point for tracking continual improvement. Energy Profile: Regularly updated overview of the organizations energy status, including utility tracking, significant energy uses, and key performance indicators. NOTE: See examples in Annex A. Energy Management Project: Course of action, with a definite beginning and end, used by the organization to achieve energy goals and targets. Energy System: Any logical equipment grouping which uses and/or produces primary or secondary energy resources. Goal: Ends toward which effort is directed to achieve the energy policy. Key Performance Indicator (KPI): Index that relates energy use or cost to organizational output. NOTE: Examples include Btu/ft2; Btu/piece; energy cost/item; energy cost/mile; Btu/patient; energy cost/room.
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ANSI/MSE 2000: A Management System for Energy


Organization: Entity that provides a product to the customer. NOTE: Examples include a manufacturer, service provider, government agency, property management company, hospital, hotel, transport company, and utility provider. Primary Energy Resource: Raw resources that enter the facility from an energy supplier. NOTE: Primary energy resources may include electricity, natural gas, petroleum products, solid fuels, and water. Procedure: Specified way to perform an activity or process. NOTE: Except where documented procedures are specifically required by ANSI/MSE 2000, procedures may or may not be documented. Product: Result of activities or processes. NOTE: Products may include services, hardware, processed materials, floor space, transportation, software, or a combination. Record: Evidence of activities performed or results achieved. Re-Commissioning (also known as retro commissioning): Restoration of existing facilities to higher energy efficiency through renovation, upgrade, and tune-up of existing energy systems. Secondary Energy Resource: Converted form of primary energy resource. NOTE: Secondary energy resources may include steam, compressed air, chilled water, and hot water. Significant Energy Uses: Primary or support equipment, processes, applications, or activities identified by the energy profile as a significant component of an organizations energy cost and/or consumption. NOTE: Significance is determined by the organization. Supplier: Entity that provides a product or service to the organization. NOTE: Examples include a utility that sells electricity or an energy service company that provides consulting to the organization. Target: Measurable performance requirement to be set and met to achieve part or all of a goal. Top management: Person(s) who directs or controls an organization at the highest level. 4.0 MANAGEMENT SYSTEM FOR ENERGY 4.1 General Requirements The organization shall develop, document, implement, and maintain a management system for energy, and continually improve its effectiveness according to the requirements of this standard. Scope of the management system for energy shall be defined and documented. 4.2 Documentation Requirements 4.2.1 General Requirements The management system for energy documentation shall include: a) documented statements of an energy policy, energy goals, and targets; b) an energy manual; c) documented procedures required by this American National Standard, and d) documents needed by the organization to ensure the effective planning, operation, and control of its significant energyrelated processes and equipment. 4.2.2 Energy Manual The organization shall develop and maintain an energy manual, which may be a separate document or integrated into another manual or manuals, addressing the requirements of this standard. Scope of the management system for energy shall be documented in the energy
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ANSI/MSE 2000: A Management System for Energy


manual. The manual shall include or reference applicable management system for energy procedures. 4.2.3 Control of Documents Documents required by the management system for energy shall be controlled. A documented procedure shall be established to define the controls needed to: a) review and approve documents for adequacy before release, b) periodically review and update as procedures or policies change in order to approve revised documents, c) ensure changes to documents are communicated and the current revision status of documents identified, d) make certain the correct versions of relevant documents are available where needed, e) make sure that documents remain legible and the version recognizable, f) ensure that external documents are identified and their distribution controlled, and g) prevent the unintended use of obsolete documents, and clearly identify obsolete documents retained for any purpose. 4.3 Recordkeeping Requirements The organization shall develop and maintain documented procedure(s) for managing energy records. Energy records shall be legible and active records shall be kept accessible to proper personnel. The amount of time each record is to be kept shall be documented. 5.0 MANAGEMENT RESPONSIBILITY 5.1 Management Commitment Top management shall demonstrate commitment to the development and maintenance of the management system for energy and continually improving its effectiveness by: a) conducting strategic planning, (See 5.3) b) communicating to the organization the importance of energy management, c) establishing the energy policy, d) ensuring energy goals are established, e) conducting management reviews, and f) ensuring the availability of adequate resources to meet MSE requirements. 5.2 Energy Policy Top management shall develop and document its policy for managing energy. The energy management policy shall be appropriate to the nature and scale of energy use and shall be consistent with the policies of other management systems. In developing the policy, top management shall state its commitment to continual improvement and shall consider the: a) efficient and effective use of resources; b) energy-related environmental impact; c) available alternate sources of energy d) level of quality and appropriateness of sources; and e) effect on operations. 5.3 Strategic Planning Top management shall ensure that the results of energy planning are considered in organizational strategic planning. The Energy Coordinator shall provide top management with the energy information needed for strategic planning. 5.4 Responsibility and Authority Top management shall appoint an energy coordinator with the necessary skills and training, and the responsibility and authority to: a) ensure that the management system for energy is established, implemented, and maintained in accordance with this American National Standard; b) report on the performance of the MSE to management; and
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ANSI/MSE 2000: A Management System for Energy


c) appoint team members for the MSE Team with the approval of management. The MSE team shall include, as appropriate, representatives from functional areas dealing with the selection, procurement, consumption, disposal, and environmental impacts of fuels and energy systems. Representative areas include but are not limited to: purchasing, accounting, engineering, design, production, maintenance, facilities management, environmental, and external service providers, as appropriate. The Energy Coordinator, through the MSE Team, shall plan and direct energy management activities designed to support organizational energy policy and goals. Personnel with functions that significantly impact energy purchase, use, or control shall be identified, and responsibility and authority for these duties defined. 6.0 ENERGY MANAGEMENT PLANNING 6.1 Energy Profile An energy profile shall be documented and made available for use in energy planning. The energy profile uses energy, production, and financial information to reveal trends, anomalies, price signals, and energy and cost allocations to provide a perspective on the impact of energy on cost of operation. The energy profile shall include utility tracking, significant energy uses, and key performance indicators. For the energy profile, at least 12 months of data should be analyzed. A means of connecting the energy use to facility operating levels and types of operation shall be developed, as appropriate. 6.1.1 Utility Tracking Utility tracking of data is the regular collection and analysis of consumption and cost of primary and secondary energy resources. Data to be collected and analyzed shall be readily accessible to the MSE team and include, as appropriate: a) all utility bills, tariffs, and contracts; b) sub-metered energy data; c) utility interval data; and d) any other relevant energy data. 6.1.2 Significant Energy Uses The organization shall identify the facilities, equipment, processes, and personnel that significantly affect energy consumption, cost, or energy-related environmental impact. The organization shall keep this information up to date. 6.1.3 Key Performance Indicators Key performance indicators (KPI) shall be developed to relate energy or water cost, consumption, or environmental impact to appropriate organizational output NOTE: Performance indicators should be based on measures accepted by business managers as accurate indicators of business activity. For commercial operations, KPI may be Btu/sf or $/sf. For industrial plants, KPI may be Btu/unit produced, Btu/$-value added to product, kgal/unit, cost/mile, or CO2/unit produced. 6.2 External Information External information, such as tariffs, alternate suppliers, new technology, and forecasts of energy availability and cost, shall be considered in energy planning. 6.3 Energy Assessment Information on the current state of equipment and processes related to energy purchase, use, storage and disposal shall be collected on a regular basis. This information shall be used in identifying opportunities for continual improvement.

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ANSI/MSE 2000: A Management System for Energy


6.4 Goals and Targets In planning, the MSE team shall consider the energy policy set by management and set goals reflecting this policy. Where practical, goals shall be measurable. In establishing and reviewing goals, the MSE team shall consider the information collected from the energy profile, including the significant energy uses, as well as external information and results of energy assessments in developing goals. For each goal, one or more measurable targets shall be established. A target shall be expressed in terms of improvement in a KPI, percentage improvement in cost or consumption, or another method of demonstrating measurable movement toward achieving the goal. Targets shall be addressed with specific energy management projects. Planning of energy management projects shall include consideration of: information on energy sources, maintenance needs, operations, energy-related environmental impacts, safety and health, coordination of planned actions, and its effect on the entire energy system. For new facilities and major modifications, major systems impacting energy use shall be identified and relevant factors considered in the design. Energy goals related to the design shall be consistent with overall business and financial considerations, while remaining consistent with the organization's energy policy. Major decisions affecting energy design of the upgrade or expansion shall be recorded. 7.0 IMPLEMENTATION AND OPERATION 7.1 Purchasing The organization shall consider the purchase of energy products and services that have a lesser or reduced effect on human health and the environment when compared to other products or services that serve the same purpose. NOTE: Use of the U.S. Environmental Protection Agency cost/benefit analysis outlined in the Environmentally Preferable Purchasing Guidelines is recommended. 7.1.1 Energy Supply The organization shall develop and maintain documented procedures to ensure that the purchase of energy conforms to the energy management policy and is consistent with energy goals and targets. a) Energy Purchasing Specifications The organization shall define or agree to specifications in the following areas as applicable: energy quality, availability, capacity, variation over specified time, and billing parameters. The organization shall review and approve energy purchasing specifications (such as an RFP or RFQ) for adequacy prior to release. b) Evaluation of Energy Suppliers The organization shall evaluate and select potential energy suppliers on the basis of their ability to meet the organizations requirements. Consideration shall be given to risk, energy quality, and environmental impact.. c) Energy Purchasing Bids The organization shall evaluate offers, tariffs, and bids as appropriate against the organizations specifications. d) Energy Purchasing Contracts Energy purchasing contracts shall be reviewed for adequacy prior to approval or acceptance. The contract performance of energy suppliers shall be evaluated periodically during the contract period. Results of the evaluations shall be recorded. 7.1.2 Energy Equipment and Systems In addition to operations and maintenance costs, the organization shall consider energy
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ANSI/MSE 2000: A Management System for Energy


efficiency, recyclability, durability, reusability, recycled content, and product disassembly potential in the selection process for purchases of equipment and systems related to significant energy uses. 7.2 Facility, Equipment, and Process Control 7.2.1 Commissioning, Recommissioning, and Continuous CommissioningSM Direct and indirect costs and benefits when commissioning, re-commissioning or implementing continuous commissioning of new and existing facilities, central energy plants, and individual energy systems shall be recorded and retained. 7.2.2 Control of Equipment and Processes The organization shall ensure control of equipment and processes related to significant energy uses. These controls shall include: a) the use of documented procedures and operational parameters, where their absence could significantly affect energy purchase, storage, use, or disposal; b) use of equipment suitable to the organization's energy policy and goals; c) monitoring and measuring of equipment and processes; d) appropriate maintenance of equipment to ensure continued or improved energy efficiency. 7.3 Energy Management Projects 7.3.1 Purpose The organization shall establish, implement, and maintain energy management projects to achieve energy targets, although projects may also be implemented without being associated with a specific target. The purpose of energy management projects is the continual improvement of energy management. As appropriate, projects shall be evaluated using the targets and overall impact on the energy management system. NOTE: Projects may be proposed by an individual, the MSE team, or other internal or external source. 7.3.2 Project Selection Energy management project selection shall be based on a process that considers a range of items, including relevance to the organizations energy policy, impact on goal(s), cost, expected results, resource availability, and other relevant factors. Projects shall have an appropriate level of analysis, including: projected energy and nonenergy benefits and implementation and maintenance costs (preferably including lifecycle costs). Implementation cost shall consider capital and equipment, labor, operation, financing, risk, measurement and verification, and other factors. 7.3.3 Project Implementation The organization shall implement energy management projects as planned. Project implementation shall include appropriate measurements to verify that planned results are being achieved. Changes shall be made to relevant documentation and to required training as needed. 7.4 Control of Outsourced Energy Services Where an organization chooses to outsource any energy service, the organization shall ensure control over these services. Requirements of this control shall be consistent with the energy policy and be documented within the MSE. 7.5 Communication The organization shall have one or more processes for communication of energyrelated data and information. Communication shall include the organization's energy policy, energy profile, the importance of complying with energy procedures, and the results of energy management projects as appropriate.
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ANSI/MSE 2000: A Management System for Energy


7.6 Training, Competence, and Awareness Personnel performing tasks having a significant impact on energy shall be deemed competent through demonstration or proof of suitable education, training, skills, and experience. The organization shall identify and fulfill training needs of personnel performing activities significantly affecting energy purchasing, storage, use, or disposal. The organization shall ensure that personnel are aware of the importance and relevance of their actions and how they affect the organizations energy goals and targets. Appropriate records of training shall be kept. 8.0 CHECKING AND EVALUATION 8.1 Energy Monitoring and Measuring 8.1.1 Energy Monitoring Management shall ensure the periodic collection of necessary energy and related data for the purpose of tracking consumption, cost, significant energy uses, and changes to key performance indicators. 8.1.2 Energy Measurement and Verification Where appropriate, management shall ensure the active collection of energy data to verify the effectiveness of energy management projects in meeting targets and to monitor progress towards goals. 8.1.3 Calibration Energy monitoring and measuring equipment shall be calibrated and maintained as appropriate. 8.2 Internal MSE Audits The organization shall develop and maintain procedures for periodic MSE audits to be carried out, in order to: a) determine whether or not the management system: b) has been effectively implemented and maintained; and c) conforms to this American National Standard; d) provide information on the results of audits to management. Internal MSE audits shall be planned based on energy impact on the organization and results of past audits. Wherever possible, audits shall be carried out by personnel other than those having direct responsibility for the activity being audited. Internal auditing procedures shall cover the audit scope, frequency, and methods, as well as the responsibilities and requirements for conducting audits and reporting results. Results of MSE audits shall be recorded and brought to the attention of appropriate personnel, who shall take timely corrective action (8.4.2) on all audit deficiencies. Results of both the MSE audits and the status of corrective actions shall be presented to top management at the Management Review. 8.3 Corrective and Preventive Action The organization shall develop, implement, and maintain documented procedures for corrective and preventive action. Any corrective or preventive action taken shall be suitable to the magnitude of the problem and the risks involved. The organization shall record and implement changes to documented procedures resulting from corrective or preventive action. 8.3.1 Corrective Action The documented procedure for corrective action shall address the: a) correction or improvement of management system for energy nonconformities; b) analysis of energy or energy-related problems and a record of the results of the analysis;
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ANSI/MSE 2000: A Management System for Energy


c) identification of the corrective action needed to eliminate or mitigate the cause; d) verification that the corrective action taken was effective; e) proof that relevant information on the action and its results were submitted at the management review. 8.3.2 Preventive Action The documented procedure for preventive action shall address the: a) use of relevant sources of information to detect, analyze, and eliminate or lessen the impact of potential causes of energy or management system nonconformities; b) approach needed to deal with any energyrelated problems requiring preventive action; c) verification that the preventive action taken was effective; d) proof that relevant information on the action and its results were submitted at the management review. NOTE: Corrective and preventive action may be addressed in a single procedure. 9.0 MANAGEMENT REVIEW At intervals defined by the organization, top management shall review the performance of the management system for energy for suitability, adequacy, and effectiveness. The energy coordinator shall ensure the information necessary to these evaluations is collected and presented to management. The organization shall consider its commitment to continual improvement in decisions related to actions taken. Records of management reviews shall be maintained. Input to the management review shall include: a) results of management system for energy audits, b) performance of the management system for energy, c) changes to KPIs, d) extent to which goals and targets have been met, e) status of corrective and preventive actions, f) follow-up on action items from previous management reviews, g) pertinent changes in the organizational or energy situation, and h) recommendations for improvement. Outputs from the management review shall include any decisions or actions related to: a) possible changes to the energy policy, b) changes in KPIs, and c) changes to goals or other elements of the management system for energy consistent with the organizations commitment to continual improvement, and d) allocation of resources.

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Annex A Not Normative

Annex A
Sample Energy Profiles

(Informative)

While 6.1 of Energy Planning requires that an energy profile be supplied for planning purposes, the content and format of the profile is deliberately flexible to allow different organizational needs to be addressed. The energy profile is a documented overview of the organization's energy system, including utility tracking, significant energy uses, and key performance indicators. Its intent is to provide an easy to understand summary of pertinent facts and the relationship of energy to operational costs, which can be used in a variety of ways. In order to assist in energy planning, the energy profile should be regularly updated to reveal current conditions. The frequency is left up to the organization, but should be at least once a year. Organizations will find the energy profile a useful document for communicating energy progress as well as for assisting in the selection and prioritization of energy management projects. The following sample reports in Annex A will give the end-user an indication of some of the most valuable reports within an energy profile. Note that Annex A is not a part of the standard itself, but is intended for information only.

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Annex A Not Normative


COMPANY UTILITY FACT SHEET

ELECTRICITY
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WATER AND SEWER


1,234 24.00 $1,234 $1.0000 $0.00 0 7.1% Water Use Peak Use Cost Avg. Water Cost Avg. Sewer Cost Cost / Squre Foot KGal / Square Foot 0 KGal/yr 0 KGal/month $0 $0.00 $0.00 $0.00 0 /KGal /KGal 2 /Ft KGal/Ft
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kWh Peak Demand Cost Avg. Cost Cost / Square Foot kWh / Square Foot: Load Factor

kW/Month $/kWh 2 /Ft 2 kWh/Ft

FOSSIL FUEL
Fossil Fuel Use Peak Use Cost Avg. Cost Cost / Square Foot MMBtu / Square Foot 823 823 $6,210 $7.54 $0.01 0 MMBtu/yr MMBtu/Month /MMBtu 2 /Ft 2 MMBtu/Ft

UTILITY SUMMARY
Total Energy Total Cost MMBtu / Square Foot Cost / Square Foot Cost / MMBtu 828 $7,444 0 $0.01 $8.99 MMBTU MMBtu/Ft 2 /Ft /MMBTU
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FINANCIAL INFORMATION
Sales Gross Margi Raw Material Cos Labor Cost Total Cost of Manufacturin Total Utility Cos Utility Cost / COM Utility Cost / (COM - Mat.) Utility Cost / (COM - Mat. and Lab $3,000,000 15.0% $20,000,000 $35,000,000 $2,550,000 $7,444 0.3% 0.0% 0.0%

KPI SUMMARY
Production 0.00 units 0 MMBTU/units $0 KPI 3 0.00 0 $0 $/units

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Annex A Not Normative


COMPANY UTILITY SUMMARY JAN 2003 - DEC 2003

MONTH
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DAYS

ELECTRICITY USE (KWH)

ELECTRICITY COST ($)

FOSSIL FUEL USE (MMBTU) 17,602 13,756 9,195 9,282 9,113 6,497 2,521 6,497 11,857 10,991 11,837 17,153

FOSSIL FUEL COST ($) $131,683 $103,232 $110,344 $59,369 $61,692 $48,037 $18,348 $36,276 $78,087 $61,503 $72,868 $110,217

WATER USE (KGAL) 3,983 4,520 5,449 6,677 6,840 8,132 8,253 5,138 12,144 793 0 0

WATER COST ($)

TOTAL ENERGY (MMBTU) 26,655 21,915 17,599 17,544 18,827 15,856 7,456 16,477 21,070 20,310 19,980 24,020

TOTAL UTILITY COST($) $268,703 $220,691 $232,036 $184,465 $191,343 $179,916 $107,874 $181,954 $215,050 $176,405 $178,976 $219,873

AVG. COST ($/MMBTU)

JAN 2003 FEB 2003 MAR 2003 APR 2003 MAY 2003 JUN 2003 JUL 2003 AUG 2003 SEP 2003 OCT 2003 NOV 2003 DEC 2003

30 28 29 30 30 31 29 29 31 30 30 30

2,653,091 2,391,057 2,462,996 2,421,484 2,846,884 2,742,916 1,446,293 2,924,939 2,700,229 2,731,208 2,386,745 2,012,683

$125,085 $104,947 $108,159 $108,785 $113,135 $113,970 $80,083 $131,249 $114,377 $114,356 $106,108 $109,656

$11,935 $12,512 $13,533 $16,311 $16,516 $17,910 $9,443 $14,429 $22,586 $546 $0 $0

$9.63 $9.50 $12.42 $9.58 $9.29 $10.22 $13.20 $10.17 $9.13 $8.66 $8.96 $9.15

TOTALS

356

29,720,525

$1,329,908

126,301

$891,656

61,928

$135,721

227,708

$2,357,285

$9.76

11

Annex A Not Normative


COMPANY ENERGY SUMMARY JAN 2003 - DEC 2003

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ENERGY USE BREAKDOWN

ENERGY COST BREAKDOWN

Electricity Use Propane Use Gasoline Use

Natural Gas Use Fuel Oil Use Kerosene Use

Electricity Cost Propane Cost Gasoline Cost

Natural Gas Cost Fuel Oil Cost Kerosene Cost

12

FACILITY UTILITY SUMMARY REPORT Plant 1


MONTH DAYS ELECTRICITY USE (KWH) ELECTRICITY COST ($) FOSSIL FUEL USE (MMBTU)
16,747 12,750 9,195 9,264 9,113 6,497 2,521 6,496 11,849 10,982 11,599 16,605

Annex A Not Normative

FOSSIL FUEL COST ($)


$86,847 $88,385 $110,344 $57,641 $52,633 $46,473 $16,781 $34,500 $49,433 $59,658 $69,232 $103,931

WATER USE (KGAL)


3,615 4,130 5,134 6,447 6,555 7,847 7,668 4,595 11,074 0 0 0

WATER COST ($)

TOTAL ENERGY (MMBTU)


23,378 18,731 15,482 15,428 16,369 13,372 5,670 13,667 18,205 17,400 17,154 20,807

TOTAL UTILITY COST($)


$226,288 $182,439 $203,098 $153,621 $159,532 $146,841 $79,871 $142,441 $177,441 $139,282 $142,685 $180,282

AVG. COST ($/MMBTU)

JAN 2003 FEB 2003 MAR 2003 APR 2003 MAY 2003 JUN 2003 JUL 2003 AUG 2003 SEP 2003 OCT 2003 NOV 2003 DEC 2003

30 29 29 30 30 30 29 30 30 30 30 30

1,943,336 1,752,930 1,842,570 1,806,702 2,126,563 2,014,887 922,817 2,101,720 1,862,989 1,881,051 1,627,997 1,231,412

$91,024 $76,215 $79,550 $79,948 $83,235 $82,713 $54,240 $94,009 $79,820 $79,624 $73,453 $76,351

$11,605 $12,142 $13,204 $16,032 $16,170 $17,656 $8,850 $13,932 $21,367 $0 $0 $0

$7.61 $8.79 $12.27 $8.92 $8.30 $9.66 $12.53 $9.40 $7.10 $8.00 $8.32 $8.66

May-03

Mar-03

Feb-03

Aug-03

Apr-03

Jan-03

Jun-03

Sep-03

Oct-03

Jul-03

May-03

Mar-03

Feb-03

Aug-03

Jun-03

Apr-03

Jan-03

Jul-03

Nov-03

Dec-03

Sep-03

Oct-03

Nov-03

Dec-03

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TOTALS

356

21,114,974

$950,180

123,618

$775,858

57,063

$130,958

195,662

$1,933,820

$8.82

TOTAL ENERGY
2 5, 0 0 0
$2 50 , 0 0 0 $2 0 0 , 0 0 0 $150 , 0 0 0 $10 0 , 0 0 0 $50 , 0 0 0 $0

TOTAL COST

2 0 ,0 0 0

15, 0 0 0

10 , 0 0 0

5, 0 0 0

13

Annex A Not Normative


COMPANY KEY PERFORMANCE INDICATORS JAN 2003 - DEC 2003
MONTH DAYS PRODUCTION UNITS
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MMBTU PER UNITS 22.21 18.26 14.67 14.62 15.69 13.21 24.85 13.73 17.56 16.92 16.65 20.02

UTILITY COST PER UNITS $223.920 $183.909 $193.363 $153.720 $159.452 $149.930 $359.580 $151.628 $179.208 $147.004 $149.146 $183.228

KPI 3

MMBTU PER

UTILITY COST PER

MMBTU/ FT
2

$/FT

COST PER DAY

JAN 2003 FEB 2003 MAR 2003 APR 2003 MAY 2003 JUN 2003 JUL 2003 AUG 2003 SEP 2003 OCT 2003 NOV 2003 DEC 2003

30 28 29 30 30 31 29 29 31 30 30 30

1,200 1,200 1,200 1,200 1,200 1,200 300 1,200 1,200 1,200 1,200 1,200

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

$0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000

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

$0.26 $0.21 $0.22 $0.18 $0.18 $0.17 $0.10 $0.17 $0.20 $0.17 $0.17 $0.21

$9,020 $7,753 $7,976 $6,149 $6,444 $5,835 $3,741 $6,384 $7,051 $5,916 $6,016 $7,269

TOTALS

356

13,500

16.87

$174.614

0.00

$0.000

$2

$6,630

14

Annex A Not Normative


ENERGY BALANCE REPORT Plant 1

SYSTEM Chiller Compressed Air HVAC Production A Steam


Other

ELECTRICITY MMBTU 17,197 23,863 41,547 2,736 5,059 0.0% 0.0% 0.0% 0.0% 0.0%
0.0%

FOSSIL FUEL MMBTU 0 0 0 0 53,745 0.0% 0.0% 0.0% 0.0% 0.0%


0.0%

TOTAL MMBTU 17,197 23,863 41,547 2,736 58,804 0.0% 0.0% 0.0% 0.0% 0.0%
0.0%

TOTAL

TOTAL ENERGY
6 0 ,0 0 0 50 , 0 0 0 4 0 ,0 0 0

MMBtu

3 0 ,0 0 0 2 0 ,0 0 0 10 , 0 0 0 0
te am A C A er ir C hi ll n
A

Fossil Fuels
Electricity

pr es se d

C om

ro

du ct io

H V

15
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Annex A Not Normative


ENERGY BALANCE REPORT Plant 3 - Warehouse

SYSTEM HVAC Lighting


Other

ELECTRICITY MMBTU 83 654 0.0% 0.0%


0.0%

FOSSIL FUEL MMBTU 1,867 0 0.0% 0.0%


0.0%

TOTAL MMBTU 1,949 654 0.0% 0.0%


0.0%

TOTAL

TOTAL ENERGY

2 ,0 0 0 1,8 0 0 1,6 0 0 1,4 0 0

MMBtu

1,2 0 0 1,0 0 0 800 600 400 200 0


tin g A C

Fossil Fuels
Electricity
H V Li gh

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Annex A Not Normative


ELECTRICITY ACCOUNT REPORT EL_00035-75200
MONTH DAYS BASE KWH RTP KWH ACTUAL DEMAND
3,839.00 3,735.00 4,016.00 4,394.00 4,351.00 4,440.00 4,250.00 4,322.00 3,993.00 4,017.00 3,967.00 3,557.50

BILLING DEMAND
1,431.00 1,431.00 1,431.00 1,431.00 1,431.00 1,431.00 1,431.00 1,431.00 1,431.00 1,431.00 1,431.00 1,431.00

BASE KWH COST


$41,700 $39,609 $41,700 $41,018 $41,700 $42,066 $42,771 $42,722 $42,066 $41,395 $40,724 $41,368

RTP KWH COST


$35,907 $24,043 $25,242 $26,246 $28,623 $27,761 $467 $37,724 $25,651 $25,630 $20,538 $22,685

TOTAL COST
$84,310 $69,366 $72,936 $73,334 $76,621 $76,099 $47,626 $87,395 $73,764 $73,017 $66,846 $69,743

/KWH

COST PER DAY


$2,810 $2,569 $2,431 $2,529 $2,554 $2,624 $1,588 $2,913 $2,544 $2,434 $2,305 $2,325

JAN 2003 FEB 2003 MAR 2003 APR 2003 MAY 2003 JUN 2003 JUL 2003 AUG 2003 SEP 2003 OCT 2003 NOV 2003 DEC 2003

30 27 30 29 30 29 30 30 29 30 29 30

889,824 803,712 889,824 859,924 889,824 905,850 936,684 934,554 905,850 891,020 861,120 389,824

1,053,512 949,218 952,746 946,778 1,236,739 1,109,037 -13,867 1,167,166 957,139 990,031 766,877 841,588

4.338 3.957 3.958 4.059 3.603 3.777 5.161 4.158 3.959 3.882 4.106 5.664

May-03

Mar-03

Jan-03

Jul-03

Sep-03

Nov-03

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TOTALS

353

10,158,010

10,956,964

$498,840

$300,518

$871,056

4.125

$2,468

COST
$9 0 ,0 0 0 $8 0 ,0 0 0 $70 , 0 0 0 $6 0 ,0 0 0 $50 , 0 0 0 $4 0 ,0 0 0 $3 0 ,0 0 0 $2 0 ,0 0 0 $10 ,0 0 0 $0

RTP COST BREAKDOWN

B ase C o st

R T P C o st

O t her C o st

17

Annex A Not Normative


NATURAL GAS ACCOUNT REPORT NG_3726034147
MONTH DAYS TOTAL THERMS
JUN 2002 JUL 2002 AUG 2002 SEP 2002 OCT 2002 NOV 2002 DEC 2002 31 30 30 31 30 30 30 4,031 0 1 0 1 0 0 $3,776 $1,568 $1,631 $1,648 $1,702 $1,582 $1,577 $0.94 $0.00 $1,631.00 $0.00 $1,702.00 $0.00 $0.00

TOTAL COST

$ / MMBtu

NYMEX $/MMBTU
$3.420 $3.278 $2.976 $3.288 $3.686 $4.126 $4.140

TOTALS

212

4,033

$13,484

$3.34

COST
$4 , 0 0 0 $3 ,50 0 $3 , 0 0 0 $2 ,50 0 $2 , 0 0 0 $1,50 0 $1, 0 0 0 $50 0
Aug-02 Jun-02 Sep-02 Oct-02 Dec-02 Jul-02

CONSUMPTION
4 , 50 0 4 ,0 0 0 3 , 50 0 3 ,0 0 0 2 , 50 0 2 ,0 0 0 1, 50 0 1,0 0 0 50 0
Aug-02 Jun-02 Sep-02 Oct-02

$0

Nov-02

GAS COST VS NYMEX


$ 1, 800. 00 $ 1, 600. 00 $ 1, 400. 00 $ 1, 200. 00 $ 1, 000. 00 $ 800. 00 $ 600. 00 $ 400. 00 $ 200. 00 $ 0. 00

Sep-02

Oct-02

-$ 200. 00

G A S C O ST

N Y M EX

Nov-02

Dec-02

Jun-02

Jul-02

Aug-02

Nov-02

Dec-02

Jul-02

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Annex A Not Normative


PROPANE ACCOUNT REPORT Propane_002500

MONTH

DAYS

TOTAL GAL

TOTAL COST

$ / GAL

JAN 2003 JAN 2003 JAN 2003 MAY 2003 SEP 2003 SEP 2003 SEP 2003 TOTALS

30 30 30 30 29 29 29 207

9,991 9,999 10,000 7,003 9,801 9,802 9,919 66,515

$9,835 $9,883 $9,712 $7,494 $6,685 $6,686 $6,765 $57,060

$10.70 $10.74 $10.56 $11.63 $7.41 $7.41 $7.41 $0.86

COST
$3 0 , 0 0 0 $2 5,0 0 0 $2 0 , 0 0 0 $15, 0 0 0 $10 , 0 0 0 $5, 0 0 0 $0

CONSUMPTION
3 0 ,0 0 0 2 5, 0 0 0 2 0 ,0 0 0 15, 0 0 0 10 , 0 0 0 5, 0 0 0 0

May-03

Mar-03

May-03

Mar-03

Feb-03

Aug-03

Jun-03

Aug-03

Sep-03

Sep-03

Jan-03

Feb-03

Jun-03

Jan-03

Apr-03

Apr-03

Jul-03

Jul-03

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Annex A Not Normative


WATER ACCOUNT REPORT WW_08 00103 01
WATER MONTH DAYS TOTAL CF JAN 2003 FEB 2003 MAR 2003 APR 2003 MAY 2003 JUN 2003 JUL 2003 AUG 2003 SEP 2003 OCT 2003 29 27 28 31 28 33 27 24 34 30 18,230 13,440 8,090 7,920 4,080 20,500 15,030 21,040 61,050 96,840 $84.00 $66.00 $45.00 $49.00 $32.54 $103.05 $79.63 $105.47 $307.52 $431.41 COST $/ KGAL SEWER COST $/ KGAL TOTAL COST $/ KGAL COST PER DAY

$0.62 $0.66 $0.74 $0.83 $1.07 $0.67 $0.71 $0.67 $0.67 $0.60

$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $249.78 $0.00

$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.55 $0.00

$84 $66 $45 $49 $33 $103 $80 $113 $557 $431

$0.62 $0.66 $0.74 $0.83 $1.07 $0.67 $0.71 $0.72 $1.22 $0.60

$2.90 $2.44 $1.61 $1.58 $1.16 $3.12 $2.95 $4.73 $16.39 $14.38

TOTALS

291

266,220

$1,304

$0.65

$250

$0.13

$1,561

$0.78

$5.37

COST
$6 0 0 $50 0 $4 0 0 $3 0 0 $2 0 0 $10 0 $0
10 0 ,0 0 0 9 0 ,0 0 0 8 0 ,0 0 0 70 ,0 0 0 6 0 ,0 0 0 50 ,0 0 0 4 0 ,0 0 0 3 0 ,0 0 0 2 0 ,0 0 0 10 ,0 0 0
May-03 Sep-03

CONSUMPTION

May-03

Mar-03

Mar-03

Jan-03

Jul-03

Sep-03

Jan-03

Jul-03

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COMPANY EMISSION PERFORMANCE DETAIL REPORT TONS


MONTH ELECTRICITY NOX EMISSION TONS ELECTRICITY SOX EMISSION TONS ELECTRICITY CO2 EMISSION TONS FOSSIL FUEL NOX EMISSION TONS FOSSIL FUEL SOX EMISSION TONS FOSSIL FUEL CO2 EMISSION TONS TOTAL NOX EMISSION TONS

Annex A Not Normative

TOTAL SOX EMISSION TONS

TOTAL CO2 EMISSION TONS

JAN 2003
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3.149

8.867

1,011

1.377

.006

1,074

4.526

8.873

2,085

FEB 2003

2.838

7.990

911

1.037

.004

809

3.875

7.993

1,720

MAR 2003

2.922

8.227

938

.682

.003

532

3.604

8.230

1,471

APR 2003

2.875

8.055

923

.688

.003

537

3.563

8.058

1,460

MAY 2003

3.380

9.516

1,085

.688

.003

537

4.068

9.519

1,621

JUN 2003

3.255

9.165

1,045

.482

.002

376

3.737

9.167

1,421

JUL 2003

1.716

4.833

551

.187

.001

146

1.903

4.834

697

AUG 2003

3.470

9.770

1,114

.482

.002

376

3.952

9.772

1,491

SEP 2003

3.205

9.025

1,029

.945

.004

737

4.150

9.029

1,766

OCT 2003

3.242

9.130

1,041

.815

.003

636

4.057

9.133

1,677

NOV 2003

2.831

7.972

909

.878

.004

685

3.709

7.976

1,595

DEC 2003

2.389

6.727

767

1.273

.005

993

3.662

6.732

1,7658

TOTALS

35.272

99.277

11,324

9.534

.040

7,438

44.806

99.317

18,762

21

Annex A Not Normative

COMPANY EMISSIONS PERFORMANCE GRAPH

25000.000 20000.000 15000.000 10000.000 5000.000 0.000 Dec-02

10000 9000 8000 7000 6000 5000 4000 3000 2000 1000 Mar-03 Jun-03 Month Oct-03 0 Jan-04

Tons

SOX
CO2
NOX

22
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Annex B Not Normative

Annex B
Relationship between ANSI/MSE 2000:2000 and ANSI/MSE 2000:2005 (Informative)

Annex B presents a direct comparison between ANSI/MSE 2000:2000 and the revised standard, ANSI/MSE 200:2005. Table B.1 lists the common requirements between ANSI/MSE 2000:2000 and ANSI/MSE 2000:2005 and new requirements. Table B.2 maps the revised standard, with emphasis on new or significantly different requirements by highlighting the requirement in yellow. Note that Annex B is not a part of the standard itself, but is intended for information only.

23
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Annex B Not Normative


Table B.1: Comparison Between ANSI/MSE 2000:2000 and ANSI/MSE 2000:2005

ANSI/MSE 2000:2000 Requirements for a Management System for Energy

4.0

4.0 4.1 4.0

Management System (title only)

4.1

General

4.1.1

MSE Procedures Management Responsibility (title only) Energy Policy and Goals

4.1.2 4.2

4.1 4.2.2 4.2.1 5.0

4.2.1

Responsibility and Authority for Energy Energy Coordinator Resources MSE Team Communication Management Review Energy Planning

4.2.2

5.2 6.4 5.4

ANSI/MSE 2000:2005 Management System for Energy (title only) General Requirements Management System for Energy (title only) General Requirements Energy Manual General Requirements Management Responsibility (title only) Energy Policy Goals and Targets Responsibility and Authority

4.2.3 4.2.4 4.2.5 4.2.6 4.2.7 4.3

5.1(f) 5.4 7.5 9.0 5.4 6.0

Energy Profile External Information Planning Sequence Energy Assessment Equipment and Process Control

4.3.1 4.3.2 4.3.3 4.3.4 4.4

6.1 6.2 6.4 6.3 7.1.2 7.2.2

Energy Management Projects (title only) Continual Improvement

4.5

7.3

4.5.1

Upgrade or Expansion of Energy Systems

4.5.2

4.1 7.3.1 7.3.3 6.4

Management Commitment Responsibility and Authority Communication Management Review Responsibility and Authority Energy Management Planning (title only) Energy Profile External Information Goals and Targets Energy Assessment Energy Equipment and Systems Control of Equipment and Processes Energy Management Projects (title only) General Requirements Purpose Project Implementation Goals and Targets

24

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Annex B Not Normative


ANSI/MSE 2000:2000 Document Control (title only) General Document Approval and Issue Changes to Controlled Documents Energy Purchasing (title only) General Evaluation of Energy Suppliers Energy Purchasing Specifications Energy Purchasing Bids and Contracts Energy Monitoring and Measuring (title only) General

4.6 4.6.1 4.6.2 4.6.3

4.2.3

ANSI/MSE 2000:2005 Control of Documents

4.7 4.7.1 4.7.2 4.7.3

7.1.1 Energy Supply 7.1.1(b) Evaluation of Energy Suppliers 7.1.1(a) Energy Purchasing Specifications

4.7.4

4.8

4.8.1

Energy Accounting Energy Measurement

4.8.2 4.8.3

Calibration Corrective and Preventive Action (title only) General Corrective Action Preventive Action Record Keeping Internal MSE Audits Training

4.8.4 4.9

7.1.1(c) Energy Purchasing Bids 7.1.1(d) Energy Purchasing Contracts 8.1 Energy Monitoring and Measuring (title only) 6.4 Goals and Targets 7.3.3 Project Implementation 8.1.1 Energy Monitoring 8.1.2 Energy Measurement and Verification 8.1.3 Calibration 8.3 Corrective and Preventive Action

4.9.1 4.9.2 4.9.3 4.10 4.11 4.12

8.3.1 8.3.2 4.3 8.2 7.6

5.3 6.1.1 6.1.2 6.1.3 7.1 7.2.1

7.3.2 7.4

9.0

Corrective Action Preventive Action Recordkeeping Requirements Internal MSE Audits Training, Competence, and Awareness Strategic Planning Utility Tracking Significant Energy Uses Key Performance Indicators Purchasing Commissioning, Recommissioning, and Continuous CommissioningSM Project Selection Control of Outsourced Energy Services Management Review (inputs and outputs)

25

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Annex B Not Normative


Table B.2: Map of Changes in Requirements of ANSI/MSE 2000:2005

4.0

ANSI/MSE 2000:2005 Requirements

4.1

Management System for Energy (title only) General Requirements

Moved requirements to 4.1, below.

Relationship to ANSI/MSE 2000:2000 Requirements

4.2

4.2.1

Documentation Requirements (title only) General Requirements

4.2.2

Energy Manual

4.2.3

Control of Documents

4.3

Recordkeeping Requirements

5.0

5.1

Management Responsibility (title only) Management Commitment

Added implement to requirements for overall system; deleted requirement to address both primary and secondary energy resources as unnecessary; added the requirement that the scope be defined and documented. New section, incorporating requirements from related sections. Incorporated and clarified 4.1.2, Procedures, on the requirement for certain procedures. Incorporated the requirement for an energy manual from 4.1.1, General; and added the requirement that scope be documented in the energy manual. Incorporates and clarifies requirements from 4.6, Document Control, through 4.6.3, Changes to Controlled Documents. Incorporated and clarified requirements of 4.10, Record Keeping. No effect

5.2

Energy Policy

5.3 5.4

Strategic Planning Responsibility and Authority

6.0

6.1

Energy Management Planning (title only) Energy Profile

Clarified management responsibilities and incorporated the requirements of 4.2.4, Resources; added requirements that top management conduct strategic energy planning and be involved in communication efforts. Incorporated and clarified energy policy requirements from 4.2.1, Energy Policy and Goals. New requirements Incorporated and clarified requirements from 4.2.2, Responsibility and Authority for Energy; 4.2.3, Energy Coordinator, 4.2.5, MSE Team; and part of 4.3, Energy Planning. No effect

6.1.1 6.1.2 6.1.3 6.2 6.3

Utility Tracking Significant Energy Uses Key Performance Indicators External Information Energy Assessment

Clarified and expanded on 4.3.1, Energy Profile, by adding description and requirements for utility tracking, significant energy uses, key performance indicators, use of at least 12 months of data, and means of connecting energy use to facility operating levels and type of operation. New description and requirements New requirements. New requirement No change of requirements from 4.3.2, External Information. No change of requirements from 4.3.4, Energy Assessment.

6.4

Goals and Targets

Incorporated requirement on goals from 4.2.1, Energy Policy

26

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Annex B Not Normative


ANSI/MSE 2000:2005 Requirements

7.0

7.1 7.1.1

Implementation and Operation (title only) Purchasing Energy Supply

and Goals; moved requirements from 4.5.2, Upgrade or Expansion of Energy Systems; and expanded and added requirements to clarify 4.3.3, Planning Sequence. No effect

Relationship to ANSI/MSE 2000:2000 Requirements

7.1.2

7.2

7.2.1

7.2.2

7.3

7.3.1

Energy Equipment and Systems Facility, Equipment, and Process Control (title only) Commissioning, Recommissioning, and Continuous CommissioningTM Control of Equipment and Processes Energy Management Projects (title only) Purpose

New requirement Incorporated requirements from 4.7.1, General; requirements from 4.7.3, Energy Purchasing Specifications; requirements from 4.7.2, Evaluation of Energy Suppliers, added a requirement to considerenvironmental impact; and incorporated requirements from 4.7.4, Energy Purchasing Bids and Contracts. New requirements related to 4.4 (d), Equipment and Process Control.. No effect

New requirements

Covers the remainder of requirements from 4.4, Equipment and Process Control. No effect

7.3.2 7.3.3

Project Selection Project Implementation

7.4

7.5

Control of Outsourced Energy Services Communication

Incorporated and clarified the first two requirements in 4.5.1, Continual Improvement. New requirements Added requirement to implement projects as planned; and incorporated the remainder of requirements from 4.5.1, Continual Improvement; incorporated the requirement from 4.8.1, General. New requirements

7.6

Training, Competence, and Awareness

8.0

8.1

8.1.1

Checking and Evaluation (title only) Energy Monitoring and Measuring (title only) Energy Monitoring

Reduced the number of specific requirements in 4.2.6, Communication Dropped the requirements of 4.12., Training, for documented procedures; clarified several other requirements; and added the requirement to identify and fulfill training needs of personnel performing significant activities. No effect

No effect

Added requirement to include significant uses in monitoring activities required by 4.8.2, Energy Accounting.

8.1.2

Energy Measurement and

Changed requirements in 4.8.3, Energy Measurement

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Annex B Not Normative


ANSI/MSE 2000:2005 Requirements
8.2
Verification Internal MSE Audits

Relationship to ANSI/MSE 2000:2000 Requirements


Incorporated all requirements in 4.11, Internal MSE Audits, except for replacing the requirement for use of the corrective action system with the requirement to report at the Management Review. Incorporated all requirements of 4.9, Corrective and Preventive Action, except for adding the requirement to implement the program. Expanded on 4.2.7, Management Review, to include requirements for specific inputs and outputs.

8.3

Corrective and Preventive Action

9.0

Management Review

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Annex C Not Normative Annex C


Relationship between ANSI/MSE 2000:2005 and ISO 14001:2004 (Informative)

Annex C present tables of broad correspondence between the requirements of ANSI/MSE 2000:2005, the Management System for Energy, and ISO 14001: 2005, Environmental Management System. These tables of correspondence reflect the compatibility of the two systems. Their use will assist organizations that desire to use both systems together. Only the most direct correspondences are presented. There are other minor correspondences, which are not included in these tables. Note that Annex C is an informative annex and not a part of the standard itself. It is intended for information only.

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Annex C Not Normative


Table C.1: Correspondence between MSE-2000: 2005 and ISO 14001: 2004
Management System for Energy (title) General Requirements Documentation Requirements (title) General Requirements Energy Manual Control of Documents Recordkeeping Requirements Management Responsibility (title) Management Commitment

ANSI/MSE-2000: 2005

4.0

4.1 4.2 4.2.1 4.2.2 4.2.3 4.3 5.0 5.1

4.1

Environmental management system requirements (title) General requirements

ISO 14001: 2004

4.4.4 4.4.4 4.4.5 4.5.4

Documentation Documentation Control of documents Control of records

4.2 4.4.1

Energy Policy Strategic Planning Responsibility and Authority

5.2 5.3 5.4

4.2 4.3.1 4.4.1

Energy Management Planning (title) Energy Profile Utility Tracking Significant Energy Uses Key Performance Indicators External Information Energy Assessment Goals and Targets Implementation and Operation (title) Purchasing Energy Supply Energy Equipment and Systems Facility, Equipment and Process Control (title) Commissioning, Recommissioning and Continuous CommissioningSM Control of Equipment and Processes Energy Management Projects Purpose Project Selection Project Implementation Control of Outsourced Energy Services Communication Training, Competence and Awareness Checking and Evaluation (title) Energy Monitoring and Measuring

6.0 6.1 6.1.1 6.1.2 6.1.3 6.2 6.3 6.4 7.0 7.1 7.1.1 7.1.2 7.2.

4.3 4.3.1

Environmental policy Resources, roles, responsibility and authority Environmental policy Environmental aspects Resources, roles, responsibility and authority Planning (title) Environmental aspects

4.3.1 4.5.1

Environmental aspects Monitoring and measurement

4.5.1 4.3.3 4.4 4.4.6 4.4.6 4.4.6

Monitoring and measurement Objectives, targets and program(s) Implementation and operation (title) Operational control Operational control Operational control

7.2.1

7.2.2 7.3 7.3.1 7.3.2 7.3.3 7.4

4.6 4.3.3 4.3.3 4.3.3 4.3.3 4.4.6

Operational control Objectives, targets and program(s) Objectives, targets and program(s) Objectives, targets and program(s) Objectives, targets and program(s) Operational control

7.5 7.6

4.4.3 4.4.2

Communication Competence, training and awareness

8.0 8.1

4.5 4.5.1

Checking (title) Monitoring and measurement (title)

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Annex C Not Normative


(title) Energy Monitoring Energy Measurement and Verification

ANSI/MSE-2000: 2005
8.1.1 8.1.2 4.5.1 4.5.1 4.5.2 4.6 4.5.1 4.5.5 4.5.3

ISO 14001: 2004


Monitoring and measurement Monitoring and measurement Evaluation of compliance Management review Monitoring and measurement Internal audit Nonconformity, corrective action and preventive action Nonconformity, corrective action and preventive action Nonconformity, corrective action and preventive action Management review

Calibration Internal MSE Audits Corrective and Preventive Action

8.1.3 8.2 8.3

Corrective Action

8.3.1

4.5.3

Preventive Action

8.3.2

4.5.3

Management Review

9.0

4.6

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Annex C Not Normative


Table C.2: Correspondence between ISO 14001: 2004 and MSE-2000:2005
Environmental management system (title) General requirements Environmental policy Planning (title) Environmental aspects

ISO 14001: 2004

4.0

Management System for Energy (title)

MSE-2000: 2005

4.1 4.2 4.3 4.3.1

Legal and other requirements Objectives, targets and programs

4.3.2 4.3.3

4.1 5.2 6.0 5.3 6.1 6.1.2

General Requirements Energy Policy Energy Management Planning (title) Strategic Planning Energy Profile Significant Energy Uses

Implementation and operation (title) Resources, roles, responsibility and authority Competence, training and awareness Communication Documentation

4.4 4.4.1

6.4 7.3 7.3.1 7.3.2 7.3.3 7.0 5.4

Goals and Targets Energy Management Projects Purpose Project Selection Project Implementation Implementation and Operation (title) Responsibility and Authority

4.4.2 4.4.3 4.4.4

Control of documents Operational control

4.4.5 4.4.6

7.6 7.5 4.2.1 4.2.2 4.2.3 7.1 7.1.1 7.1.2 7.2.2 7.4

Emergency preparedness and response Checking (title) Monitoring and measurement

4.4.7

Training, competence and awareness Communication General Requirements Energy Manual Control of Documents Purchasing Energy Supply Energy Equipment and Systems Control of Equipment and Processes Control of Outsourced Energy Services

4.5 4.5.1

Evaluation of compliance Nonconformity and corrective and preventive action

4.5.2 4.5.3

8.0 6.1.3 6.3 8.1.1 8.1.2 8.1.3

Checking and Evaluation (title) Key Performance Indicators Energy Assessment Energy Monitoring Energy Measurement and Verification Calibration

Records Internal audit Management review

4.5.4 4.5.5 4.6

8.3 8.3.1 8.3.2 4.3 8.2 9.0

Corrective and preventive action Corrective action Preventive action Recordkeeping Requirements Internal MSE Audits Management Review

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Annex D Not Normative Annex D


Bibliography (Informative)
Useful and/or interesting references on MSE 2000 or other management systems standards. ANSI/MSE 2000: 2005 Implementation Guide (expected in late 2005) A complete guide to implementation, including incremental implementation from a small energy management system in small steps to a sophisticated system capable of registration to the ANSI/MSE 2000 standard. ISO 9000: 2000, Quality management systems Fundamentals and vocabulary ISO 9001: 2000, Quality management systems Requirements ISO 9004: 2000, Quality management systems Guidelines for performance improvements ISO 90011: 2002, Guidelines for quality and environmental management system auditing ISO 10012: 2003, Measurement management systems Requirements for measurement processes and measuring equipment ISO/TR 10013: 2001, Guidelines for quality management system documentation ISO 10015: 1999, Quality management Guidelines for training ISO 14001: 2004, Environmental management systems Specification and guidance for use ISO 14004: 2004, Environmental management systems General guidelines on principles, systems and support techniques ISO 14042: 2000, Environmental management Life cycle assessment Life cycle impact ISO 14043: 2000, Environmental management Life cycle assessment Life cycle interpretation ISO 14050: 2002, Environmental management -- Vocabulary

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