Case Study Template - Clean Energy Ministerial

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Entry Form and Case Study Template
for the CEM Energy Management Leadership Award Program
Please complete this form to be considered for the 2016 CEM Energy Management Leadership Awards. See the Awards
Program webpage for details. This program is administered by the CEM Energy Management Working Group (EMWG).
TO APPLY: Email your entry no later than March 15, 2016
to EMWG@energetics.com. All Entries must be submitted in
English. Each entry must include:
1. A fully completed entry form
2. A copy of your current ISO 50001 certificate(s)
3. A case study, must be completed using the standard
format provided in the official template
All eligible entries that meet the evaluation criteria will be:
1. Awarded the Insight Award
2. Considered for national awards (see participating
countries)
3. Considered for the CEM Awards of Excellence
4. Included on the EMWG website database
Early submissions are encouraged, to ensure the eligibility of your entry. Upon receipt, each entry will be reviewed for completeness.
If entries are incomplete, the Secretariat will notify the submitter of missing information, and the submitter may resolve the issue
and re-submit at any time up to the submission deadline March 15, 2016.
1. Organization Information
ORGANIZATION NAME OR DIVISION NAME
PARENT COMPANY NAME (IF APPLICABLE)
ORGANIZATION WEBSITE
SUBMITTER’S NAME ☐ MR.
☐ MRS.
SUBMITTER’S TELEPHONE PHONE NUMBER
☐ MS.
SUBMITTERS TITLE
SUBMITTER’S EMAIL
ADDRESS
COUNTRY
2. Scope of Case Study
DESCRIBE THE ISO 50001 CERTIFICATION APPROACH FEATURED IN THE CASE STUDY (E.G. SINGLE SITE OR GROUP OF SITES. IS THIS PART OF A DIVISIONAL OR CORPORATE STRATEGY? IF
SO, HOW?)
NUMBER OF SITES CERTIFIED TO ISO 50001 FEATURED IN THIS CASE STUDY (A COPY OF
THE CERTIFICATES FOR EACH SITE DESCRIBED IN THE CASE STUDY MUST BE INCLUDED)
SECTOR
☐ Industrial
☐ Commercial
☐ Public
3. Case Study (please complete by using the official case study template on page 3; the evaluation criteria and
associated points are in red font; and content guidance is shown in gray font)
☐ Acknowledgement Statement: I acknowledge that I have reviewed the information provided by my organization on this case
study award entry. By providing my name below, I affirm that these documents contain no untrue statement of a material fact
and I permit the information to be disclosed publically in accordance to the program’s official rules.
Submitter’s Name:
www.cleanenergyministerial.org/Energy-Management-Leadership-Awards
Date:
Version 2
ISO Supporting Standards
Organizations around the globe are implementing ISO 50001-certified energy management systems to achieve and sustain
energy, economic, and sustainability benefits. The CEM Energy Management Leadership Awards recognize those who are
leading the way with ISO 50001. While these awards demonstrate successful implementation of ISO 50001, there are a suite
of complementary standards related to energy management, performance metrics, measurement and verification, and energy
audits. To learn more, see below, and visit the ISO website: http://www.iso.org/iso/home.htm.
The ISO Technical Committee (TC) 242 on Energy Management is developing standards and guidance to maximize the energy
efficiency impact of ISO 50001. The U.S. holds the Secretariat with Brazil. TC 242 has 5 working groups (WG) developing the
standards related to ISO 50001. ISO Standards to support robust implementation of ISO 50001 include:

ISO 50002:2014 Energy audits—Requirements with guidance for use

ISO 50003:2014 Energy management systems—Requirements for bodies providing audit and certification of energy
management systems

ISO 50004:2014 Energy management systems—Guidance for implementation, maintenance and improvement of an
energy management system

ISO 50006:2014 Energy management systems—Measuring energy performance using energy baselines (EnB) and
energy performance indicators (EnPI)—General principles and guidance

ISO 50015: 2014 Energy management systems—Measurement and verification of energy performance of
organizations—General principles and guidance
www.cleanenergyministerial.org/Energy-Management-Leadership-Awards
Version 2
CASE STUDY TEMPLATE
Global Energy Management System Implementation:
Case Study
Country
Organization Name
Company or Country Specific
Branding Here
Add byline here: e.g., achievement by
company or facility.
Case Study Snapshot
Industry
Add Photo
Location
Energy Management System
ISO 50001
Product/Service
Include caption
Business Benefits Achieved
Energy Performance
Improvement (%)
Add text here
Annual energy cost savings
1.1. Business Benefits (Summary) – up to 15 points
Cost to implement
(e.g., achieved energy performance improvement, cost
savings, CO2 reduction, and non-financial benefits)
Payback period
Summary of organization and its accomplishments,
business benefits, such as annual energy savings and
energy cost savings, and CO2 reduction resulting from
EnMS efforts.
**Calculate using the
formula below
**Energy Performance Improvement (%) (EPI %) should
be determined by using the following formula:
EPI % =
Baseline Period Energy Consumption – Reporting Period Energy Consumption
Baseline Period Energy Consumption
For cost savings, use local currency and label the currency
used, at least for first instance.
Where the baseline period energy consumption and reporting
period energy consumption are accounted for being for the same
organizational boundary (ies) and the two periods are equivalent in
length. Energy consumption of either period
may be normalized
when appropriate. ISO 17747 provides additional guidance on the
determination of energy savings and the calculation of EPI %.
--Delete these boxes for final submission --
“Add quote from organization about its
achievement and success through ISO 50001.”
**For case studies featuring multiple sites, please refer to the
Awards FAQs webpage for guidance on how to enter information in
the Case Study Snapshot table.
—Name of representative, title
2.3. Quotes – up to 5 points (e.g., describing business
value of ISO 50001 or its usefulness)
Can be placed wherever appropriate throughout case
study.
Company (or Facility) Profile
Add text here
1
CASE STUDY TEMPLATE
Global Energy Management System Implementation: Case Study
Country
Business Case for Energy Management
EnMS Development and Implementation
Add text here
Add text here - Provide an overview paragraph, and
then follow with more details in sections with
subheaders.
1.2. Drivers/Business Case– up to 5 points (e.g., role in
corporate strategy, business rationale, associated national
or international program)
1.1 Business Benefits– up to 15 points (e.g., achieved
energy performance improvement, cost savings, CO2
reduction, and non-financial benefits)
IDEAS! For example, this could include:
Energy’s role in corporate strategy: Characterize the
significance of energy in the company’s business strategy
1.3. Organizational – up to 10 points (e.g., top
management support, involvement, roles, decision-making,
and resources provided (ISO 50001: 2011 Section 4.2.1&
A.2.1); EnMS team leader (Section 4.2.2& A.2.2) and key
team members and their respective divisions/departments
and roles)
Drivers: Reason energy management was implemented,
e.g., internal factors, such as long-term corporate targets
and goals, etc.; external factors, such as regulatory or
domestic environment, price of energy, etc.; as well as any
non-energy drivers such as reputation or brand, employee
motivation, etc.
1.4. Energy review and planning (Section 4.4& A.4) –
up to 10 points (e.g., process of understanding energy
consumption & use, energy review (Section 4.4.3& A.4.3),
analysis, decision-making on where to focus resources, and
action planning
Energy management program: Name and describe the
national, regional, or local government program that
requires or encourages energy management actions
IDEAS! For example, this could include:
History of energy reduction approach: Description of
prior approach to reduce energy use and how this changed
as a result of ISO 50001
Review, analysis, and planning: Insights on how the staff
set the baseline (Section 4.4.4& A.4.4), determined
performance metrics, energy performance indicators
(Section 4.4.5& A.4.5), evaluated opportunities and selected
projects, development and implementation of action plans,
some specific measures in the action plan based on energy
review and analysis (Section 4.4.6& A.4.6)
Keys to Success

Bulleted format is recommended.

A

B

C
Financing: How internal financial resources and
commitments were obtained. If applicable, describe how
the cost-effectiveness of investments was evaluated.
Duration: Amount of time needed to establish the EnMS)
-Continued on next page-
2.1. Keys to Success– up to 5 points (e.g., tips and
insights to help others successfully implement ISO 50001)
2
CASE STUDY TEMPLATE
Global Energy Management System Implementation: Case Study
Country
“An additional quote about usefulness of ISO
50001 and EnMS is helpful. Include where
applicable.”
1.5. Development and use of professional
expertise, training, and communications – up to 10
points (e.g., use of trained and certified professionals,
employee training (Section 4.5.2& A.5.2), engagement &
communications (Section 4.5.3), etc.)
—Name of representative, title
IDEAS! For example, this could include:
Employee engagement: How employees were motivated,
how management commitment was obtained, how the
organization trained or built skills of internal staff, and
communications used to raise awareness
2.4. Visuals– up to 5 points (e.g., photos of energy team,
employees, facility and charts, graphs or tables illustrating
cost-benefit analysis or other topics)
Professional expertise: Use of external consultants to
assist with implementation or to conduct audits, and how
they helped.
Can be placed wherever appropriate throughout case
study.
1.6. Tools & resources – up to 5 points (e.g., tools &
resources used implementation, measurement, analysis,
monitoring; leveraging of other internal corporate or facility
resources, systems, or business improvement
methodologies (e.g., ISO 90001, ISO 14001, Lean
Manufacturing, Six Sigma, etc.; external assistance received
such as resources from government, energy service
companies, utilities, suppliers, etc.)
1.7. Steps taken to maintain operational control
(ISO 50001:2011 Section 4.5.5& A.5.5) and sustain
energy performance improvement – up to 5 points
(e.g., steps taken to hardwire practices into ongoing
operations, such as written work instruction associated with
new process or procedure, training program so people
understand why thing are the way they are, change how
work is evaluated)
1.8. Approach used to 1) determine whether
energy performance improved – up to 5 points and
2) to validate results – up to 5 points (e.g., tracking
and measurement of activities and strategies to reduce
energy use (Section 4.6.1) and preparations involved for the
audit, verification for the EnMS (Section 4.6.3& A.6.3)
1.9. Cost-benefit analysis – up to 5 points (e.g., costs
to implement, savings associated with the EnMS program,
and payback period)
3
CASE STUDY TEMPLATE
Global Energy Management System Implementation: Case Study
Country
Lessons Learned
Add text here.
2.2 Lessons Learned – up to 5 points (e.g., insights,
plans to replicate or expand ISO 50001 efforts at other
sites, advice on lessons learned related to EnMS, such as
barriers and challenges encountered and if possible,
solutions or measures to succeed)
Through the Energy Management Working Group (EMWG), government officials worldwide share best practices and leverage their collective
knowledge and experience to create high-impact national programs that accelerate the use of energy management systems in industry and
commercial buildings. The EMWG was launched in 2010 by the Clean Energy Ministerial (CEM) and International Partnership for Energy Efficiency
Cooperation (IPEEC).
For more information, please visit www.cleanenergyministerial.org/energymanagement.
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