Qualification of Expert in Energy Management (Energy Manager) in
Industrial Sector: Level 6
MINIMUM ENTRY REQUIREMENT FOR ACCESSING TO THE QUALIFICATION PROCESS AND SUGGESTED PROJECT
LEARNING E-CONTENTS
BASIC KNOWLEDGE
Concepts and general principles of Maths
Thermodynamics, thermo fluid dynamics,
thermal Machines, measurements of
temperature and pressure
Basics of electrical engineering, elements of
electrical measurements and electrical Safety
SUGGESTED E-LEARNING/COURSE CONTENT
Mathematics: basic course
Efficient use of energy in industrial sector
Combined heat and power generation systems
Concepts of Mathematics
(ENEA e-learning course in Italian version)
Physics for thermal plants
e-Quem course n.2: Fundamentals of
energy- modules 1,2,3,4
(ENEA e-learning course in Italian version)
Electrotechnics and electrical plant design
e-Quem course n.2: Fundamentals of
energy - modules 5,6
(ENEA e-learning course in Italian version)
Theoretical basis of lighting
e-Quem course n.2: Fundamentals of
energy – module 7: Lighting
(ENEA e-learning course in Italian version)
Elements of adjustment and techniques of the control
e-Quem course n.2: Fundamentals of
energy – module 8
(ENEA e-learning course in Italian version)
Overview of efficient use of energy in industrial
sector, including also lighting and air conditioning
e-Quem course n.4: Efficient use of energy –
module 3, 4 , 7, 8, 10
(ENEA e-learning course in Italian version)
Basics and overview of cogeneration and
trigeneration technologies
e-Quem course n.4: Efficient use of energy –
module 5, 6
(ENEA e-learning course in Italian version)
Creation of a lighting project
Overview of principles, characteristics and main
components of all common control systems
TO READ MORE….
ASSESSMENT
Multiple choice test
Efficient use of electricity in industrial sector
Basic knowledge on use of electricity, on instruments
to avoid misuse of electricity
e-Quem course n.4: Efficient use of energy –
module 8 (ENEA e-learning course in Italian)
Basic knowledge on a dynamic maintenance
e-Quem course n.4: Efficient use of energy –
module 11 (ENEA e-learning course in Italian)
Optimization of the operation and maintenance
of space heating systems
Implement energy efficiency measures in the
operation and the maintenance of space heating
system
e-Quem course n.3: Tasks and functions of
the expert in energy management – module 3
(ENEA e-learning course in Italian version)
Energy related laws, and regulations
Overview of energy related legislations and
regulations
e-Quem course Module n.7: Norms,
legislations and contracts in energy sector
(ENEA e-learning course in Italian version)
Basic knowledge about optimization of energy
service contract
Contracts for energy services
e-Quem course n.3: Tasks and functions of
the expert in energy management – module 4
(ENEA e-learning course in Italian version)
Basic knowledge of renewable energy and
related technologies
Overview of renewable energy use in civil sector,
including grid connection of renewable energies
e-Quem course n.5: Renewable energy –
module 1-11
(ENEA e-learning course in Italian version)
Basic knowledge of air pollution and GHG
emission
Air pollution and GHG emission related to energy use
e-Quem course n.1: Energy, development
and environment– module 2, 3
(ENEA e-learning course in Italian version)
Evolution of the concept of maintenance
Principles of organisation and management
General principles for governing an organization and
for identifying the ways to manage, plan and develop
activities and projects
e-Quem course n.8: Organisation &
management, Modules 1-10
Economics and Finance
Overview of economic-financial instruments used for
implementing rational use of energy measures in
industrial sector, and for the use of renewable
sources.
e-Quem course n.10: Economics and Finance,
Modules 1 - 5
International and National legislatives
See the legislation section of the COMPENER web site
Basic Knowledge of Communication and
Marketing
Basic concepts of communication which permit
energy managers to improve their capacity of public
relation
SKILLS
e-Quem course Module n. 9:
Communication and Marketing, modules
1,2,3,4,5
(ENEA e-learning course in Italian version)
An expert in energy management is a professional figure with recognized specific working experience in energy field. To be able to plan a rational
use of energy and to assure a cost reduction in energy consumption, he/she shall have skills in: both energy technology and energy management.
In particular, cognitive skills like:
EDUCATIONAL LEVEL
WORKING EXPERIENCE
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applying the regulations, directives, technical standards/specifications, etc., related to energy management, quality, environment and safety;
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University degree: Civil engineering, Science and Other scientific degrees like Physics, Architecture, Building system engineering, science &
engineering of materials, management engineering, environment & territory engineering, etc.
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Diploma in industrial expert, in construction surveying, other diploma
carrying out project management and business organisation;
planning and implementing energy audit activities
identifying energy efficient technical solutions and the use of renewable energy
making feasibility study (including evaluation of investments and assessment of risks)
Without any degree or high educational diploma
To access the qualification process of Energy Manager, the candidate must show his/her appropriate and documented continuing work experience
in energy sector. Minimum working experience, in terms of working year, required is:
- 4 years for who has an university degree in: Architecture & Architecture-construction engineering, Physics, Science and technology of materials,
Engineering of environment and territory; Science of chemistry; Territorial, urban and environmental planning ; Science & technology of
agriculture; Civil and environmental engineering; Industrial engineering; Science of architecture; Science and technique of construction; Science
and technology of chemistry, Science and technology of Physics
- 3 year for who has an university degree in remaining scientific & technique engineering, such as, Chemical engineering, Aerospace &
astronautics engineering, Civil engineering, Construction system engineering, Security engineering, Electrical & electronic engineering, Nuclear
energy engineering, Management engineering, Mechanical engineering, Naval engineering
- 5 years for who has an university degree in other non scientific-technical disciplines
- 5 years for who has only a diploma in industrial expert, construction surveying or other diploma
- 10 years for who hasn’t a high educational qualification
Moreover, candidates shall be able to demonstrate their specific professional working experiences in the field of energy management by:
- declaring their roles/functions related to energy management, their participation in projects in energy sector or their engagement in academic
activities related to energy topics
- showing a postgraduate diploma obtained after the participation in a six-month (at least) academic training programme in the specific field of
energy management
- showing certificates issued by other professional training courses, publications related to energy management;
- declaring their participation in technical commissions or scientific activities related to energy topics
REQUIREMENTS FOR THE QUALIFIED ENERGY MANAGER: KNOWLEDGE, SKILLS, COMPETENCES (EQF) AND ASSESSMENT
Knowledge to be acquired
A qualified expert in energy management, being able to operate in industrial sector, he/she shall have a wide range of theoretical and practical knowledge
in a work and study area.
Knowledge of related themes:
 updated knowledge of traditional and innovative technologies for energy efficiency improvement and for the use of renewable sources.
 knowledge about environmental impacts deriving from energy use, and from the implementation of on national and international policies/mechanisms.
KNOWLEDGE
 detailed knowledge of the market for electricity and gas, awareness of the actors involved in the market itself, knowledge of the type of supply offers, of
contractual arrangements and of tariffs and current prices.
 knowledge of economic evaluation methods of projects, of the profitability of investments, financing sources, of financing tools ("project financing" and
TPF - "Third Party Financing"), and of the assessment of project risks.
 knowledge of assessment techniques of achievable/achieved energy savings.
 knowledge of contractual arrangements for the purchase of goods and services, with particular reference to the interventions aimed at upgrading the
energy efficiency in outsourcing arrangements. Knowledge of national and European legislation on public contracts and the procedures for EPC - "Energy
Performance Contracting".
 basic knowledge of company organization, of management and budget control, and of project management.
 knowledge of legislation and technical regulations in the fields of energy, environment and safety.
Specific knowledge for industrial (production) sector:
 General information on the characteristics of energy use in different industrial sectors;
 Energy-environment reference legislations for industrial sectors (IPPC Directive, emissions trading, etc.)
 Interventions to rationalize energy use in different industrial areas (air conditioning, lighting, logistics), energy supply grid;
 Interventions to improve energy efficiency of productive processes applicable to all sectors (high-efficiency motors, control systems for motors with
adjustable frequency, power factor of electrical loads, power quality, electrical transformers, heat recovery, mechanical compression of steam ovens,
induction and radiation, radiofrequency or microwave drying);
 Innovative processes and knowledge of the main BAT (best available technologies) applicable in the production system;
 Monitoring, control and regulation systems of different energy systems and production processes;
 Use of renewable sources and the possibility of integration of renewables in production processes;
 Principles of project management, planning and supervision of works;
 Processes and methods of the maintenance of industrial processes and equipments related to the use of energy;
 Administrative and authorization procedures, safety regulation and environmental legislation;
 Energy supply contracts, supplier selection criteria, financial instruments;
 Energy Management Services;
 Energy planning in industrial districts.
Knowledge in the field of Management Systems:
 Energy management methods and techniques which enable Energy Manager to operate through energy management systems:
o the terminology of energy management systems;
o the management principles of energy management systems as well as their applications;
o management tools of energy management systems and their applications.
 The processes and products, including services which enable Energy Manager to understand the technological context in which they operate:
o industry-specific terminology,
o the characteristics of technical processes and products, as well as the processes and practices in the specific area.
 Methods and procedures for supply management which enable energy managers to obtain the best supply prices offered by the market, combining the
economic aspects with risk management, monitoring commercial quality, power quality and with services management.
 Methods and techniques of environmental management which enable energy managers to examine environmental management systems and to achieve
ABILITY
appropriate findings and conclusions.
Acquired SKILLS
A whole set of practical skills allows an energy manager to offer creative solutions to solve abstract problems. Those practical skills to be acquired include:
 Skill in implementing Energy audit (including the utilisation of related measurement instruments);
 Understanding energy system design;
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Interpreting the plant components datasheet
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Ability to organise work plan for implementing energy efficient technical solutions and the use of renewable energy
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Having expertise in implementing executive working plan post-feasibility study (including evaluation of investments and assessment of risks)
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Defining specifications for energy contracts
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Having knowledge of safety rules at workplace
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Having knowledge of the rules of safety and security of individual equipment
Competences to be acquired
Competence, as a combination of knowledge, skills and behavior, is the ability of an individual to perform a job properly. In other words, a competence means:
COMPETENCES
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be able to manage and watch over the context of work or study activities where there is unpredictable change;
analyze and develop both self and colleagues’ working performance
The competence of an Energy Manager shall refer to:
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Competence in hold correctly a discussion of thematic topics, such as:
o sectoral legislations
o various technical aspects of energy and its impacts
o energy management systems and related disciplines (quality, environment and safety)
o systems of standardization, certification and accreditation
o the European Union directives on the rational use of energy, with particular reference to the main directives and national laws, regional and other
applicable, etc.
Competence in energy audit, including the identification of Energy efficiency measures and the use of renewable energy, the financial assessment and
evaluation of risks
Competence in energy management planning;
Competence in implementing energy management planning, resolving problems related to energy management;
Expertise in project managing;
Competence in application of regulations, directives related to energy efficiency improvement;
Applying theoretical knowledge in practical contexts
Competence in communication and reporting;
Able to advise customers on ecological and economic issues relating to energy management systems
Competence in organising teamwork, working effectively in group situations
Final examination
To be qualified as an expert in energy management, a candidate must pass through the qualification process given in the following flow chart:
Submitting the proposal to
the EM qualification body
for final qualification
Verification of Entry
Requirements
ASSESSMENT
Taking a written exam
A+B+C > 70
Valuation of
educational
level and exam
result
A+B ≥ 45
Taking an
oral exam
Valuation of
oral exam
result
A+B<45
A+B+C < 70
Valuation of
written exam
result
B ≥ 17.5
B < 17.5
Reapplication for
qualification
Keeping the written exam result for 1 year
A: valuation of entry requirements
( 21 ≤ A ≤ 50)
B: valuation of the written exam result
( 0 ≤ B ≤ 25)
C: valuation of the oral exam result
( 0 ≤ C ≤ 25)