Making an Application for Energy Manager – Facilities Accreditation Applicant’s Guide FM Guidance Document Issue date November 2012 EMANZ Accreditation Scheme Table of Contents 1 Overview ............................................................................................................................ 3 2 Competency Requirement ................................................................................................. 3 3 Academic and Practical Requirements............................................................................... 4 Summary of Requirements .................................................................................................... 4 Outline of Specific Requirements .......................................................................................... 4 4 a. Evidence of Course Attendance ................................................................................ 4 b. Passing the Online Examination ................................................................................ 6 c. Demonstrating Competence Requirements .............................................................. 6 d. Relevant Referees...................................................................................................... 7 e. Ethical Conduct Requirement .................................................................................... 7 Maintaining Accredited Energy Manager (Facilities) Status .............................................. 7 Currency of Competency ....................................................................................................... 8 Reaccreditation ...................................................................................................................... 8 5 Fees ..............................................................................................................................9 Energy Manager – Facilities Applicant’s Guide Issue date January 2014 2 EMANZ Accreditation Scheme Becoming an Accredited EMANZ Energy Manager – Facilities – Applicant’s Guide 1. Overview This document sets out the process for those wishing to seek accredited status as an Energy Manager - Facilities. The minimum requirements for Energy Manager (Facilities) include the applicant demonstrating that he/she has general competence in comprehending basic concepts and applying recognised methods to manage energy-using services in the commercial sector. Applications under the Programme are reviewed by Energy Management Assessors (‘Assessors’) who are appointed by EMANZ as part of the EMANZ Accreditation Programme. This document sets out details of: Applications considered under the Programme – Please note that attendance at the EMANZ Facilities Managers course is a pre requisite for this Accreditation (unless evidence of an equivalent qualification can be provided). Information required for an assessment application - applicants to the Programme must demonstrate their experience and competency in energy management and analysis; The criteria required for assessment of applications – accreditation and reaccreditation; and Prices, for accreditation, exams, re-accreditation and yearly registration fee. 2. Competence Requirements The EMANZ Energy Manager – Facilities Accreditation Programme provides an opportunity for individuals to be recognised for competence at a level applicable to a broad range of roles including Facilities Managers, Property Managers, Building Managers, Maintenance Managers, Operations Managers, and Asset Managers. The level of competence expected is set in the knowledge that these are general property manager roles, and that energy management is only one of a number of skills and competencies required of these roles. Assessors require applicants to demonstrate general and specific competence in relevant technical and managerial practice fields, so as to be able to: 1. Comprehend and apply knowledge that underpins good practice in the management aspects of energy using services in commercial buildings and other similar assets (warehouses, shopping centres etc); 2. Identify, state and analyse energy management problems and risks in accordance with sound methods; Energy Manager – Facilities Applicant’s Guide Issue date January 2014 3 EMANZ Accreditation Scheme 3. Develop and articulate clear and well-founded energy management programmes and business cases; and, 4. Demonstrate the basic levels of competence involved in managing energy in the commercial sector. 3. Academic and Practical Requirements Summary of Requirements The Energy Manager – Facilities Accreditation will be awarded on the basis of the following: a. successful full attendance and completion of relevant disciplines of the Energy Management for Facilities Managers Course b. achieving a pass mark in the Energy Manager – Facilities online examination c. submission of documentation compiled by the applicant as demonstration of competence d. relevant supporting referees statements e. compliance with the EMANZ Code of Ethics Outline of Specific Requirements a. Evidence of Course Attendance For those individuals who request it, EMANZ will award a Course Attendance Certificate. This certificate will confirm that the individual attended the course1. EMANZ keeps a record of who attended its courses so this requirement can be met without the need to provide the Certificate if it was not originally requested. For individuals considering providing an equivalent international course, the Certificate will need to be provided as well as contact details of the Accreditation organisation for verification. EMANZ recognises the following international training courses: Certified Energy Manager (CEM) from the Association of Energy Engineers2 in the United States, European Energy Manager (EUREM) from the Energy Institute3 In general it is expected that the applicant will have completed basic energy management training that covers the topics as listed below: 1 Note – the attendance at individual lectures or module is not officially recognised by EMANZ with a certificate of any kind. 2 3 http://www.aeecenter.org/i4a/pages/index.cfm?pageid=3351 http://www.energyinst.org/training/energy-management-courses/EUREM Energy Manager – Facilities Applicant’s Guide Issue date January 2014 4 EMANZ Accreditation Scheme Information Box 1: Energy Manager (Facilities) Basic Areas of Knowledge Technologies and techniques aimed at understanding and improving energy use in commercial buildings. Disciplines covered are Lighting, HVAC and Controls. Individual modules include: Fundamentals of energy management: The energy management process Energy accounting and purchasing Builfding the business case for energy efficiency Energy savings techniques The energy asudit process; specifying and managing audits Strategic energy management: Energy management review and gap analysis Monitoring and Verification of energy savings Energy management and strategic planning Energy management systems and ISO 50-001 Building Services Heating and cooling load Understanding HVAC and identifying problems Using your Building Management System (BMS) Energy efficient fit out and tenant comfort Basics of facilities electrical syustems Indoor air quality Data centre/servier room energy use Trend logging dynamic operating data Individuals who consider that they have an existing ‘specialised’ level of skill and experience may apply to EMANZ for dispensation from attending training courses and to start the process by sitting the on-line examination. This dispensation is only expected to be given in exceptional circumstances. Energy Manager – Facilities Applicant’s Guide Issue date January 2014 5 EMANZ Accreditation Scheme b. Passing the Online Examination An on-line examination is available by simply contacting EMANZ. Applicants are not required to submit any details about past experience, current activities or references to sit the online exam. While achieving a successful examination outcome will not result in accreditation alone it will serve as a record of achieving an appropriate level of skill. A score of 70% or higher is required to achieve an examination pass. The exams have multiple choice questions and are based on the EMANZ Energy Management for Facilities Managers training course content. A fee to sit the exam is payable. Fees are outlined below. c. Demonstrating Competence Requirements You will need to provide EMANZ with some “real world” documentation in order to demonstrate competence and considered for Accreditation. The Assessors will require applicants to demonstrate general energy management competence, so as to be able to: 1. Comprehend and apply knowledge that underpins good practice in the management aspects of energy using services in commercial buildings and other similar assets (warehouses, shopping centres etc); 2. Identify, state and analyse energy management problems and risks in accordance with sound methods; 3. Develop and articulate clear and well-founded energy management programmes and business cases; and, 4. Demonstrate the basic levels of competence involved in managing energy in the commercial sector. The Information Box 1 (section a. above) provides further detail on the range of areas of competence expected to be demonstrated. The document topic and content must be agreed by EMANZ in advance of making an application for accreditation. The document must outline an energy management development or action plan, energy saving case study, project report, capex proposal, board approval paper or other document, agreed in advance by EMANZ, which shows an adequate level of understanding and application of energy management principles. The document, or report, is expected to include appropriate tables, graphs, calculations and illustrations. The size of the report is expected to be about 2,500 words but this is not a requirement, and emphasis should be placed on quality of document, not quantity of words. Energy Manager – Facilities Applicant’s Guide Issue date January 2014 6 EMANZ Accreditation Scheme d. Relevant Referees A brief work history should accompany any referee statement verifying the work experience documented. Referees must be independent, i.e. not personally related to the applicant and not expected to gain materially if the application is successful. Ideally the applicant’s employer or senior manager should be a referee, provided their interest in the outcome is professional and not personal. If in doubt, contact EMANZ for guidance. Referee forms must be completed on behalf of all applicants. The sorts of statements made by referees should encompass one or all of the following elements: 1. Knowledge and application of energy processes, 2. Ability to analyse problems and risks, 3. Ability to design or develop well-founded solutions to energy related problems, and 4. Communication skills e. Ethical Conduct Requirement Once competence has been demonstrated to the level required, the EMANZ Code of Ethics are required to be adhered to. An Accredited Energy Manager – Facilities is expected to conduct his/her work with professionalism and to ethical standards generally accepted in New Zealand business. Accreditation may be rescinded by EMANZ if, following a fair and impartial hearing of the parties affected, EMANZ considers that the individual’s behaviour has not met those standards. 4. Maintaining Accredited Energy Manager – Facilities Status An Accredited Energy Manager (Facilities) is expected to remain active in the field of energy management (facilities) in order to retain of his/her accredited status. The following are required to retain Accredited Energy Manager (Facilities) status: Evidence of Continuing Professional Development (attendance at relevant workshops, conferences etc) Currency of Competency (see below) Payment of annual registration maintenance fee Reaccreditation every 5 years. Energy Manager – Facilities Applicant’s Guide Issue date January 2014 7 EMANZ Accreditation Scheme Currency of Competency It is the responsibility of individuals to ensure that they maintain and enhance their skills and understanding of tools, technologies and techniques relating to energy management. ‘Quality of content’ rather than ‘quantity of hours spent’ is the key measure of suitable professional development. A minimum of 20 hours annually of ongoing professional development is advised. Evidence of currency of competency in energy management must be provided at the time of reaccreditation (adter 5 years). Taking individual EMANZ Energy Management training courses or other suitable events and workshops are some examples of how this time can be made up. The Reaccreditation Application Form should be used to record activities over the previous five years. Note that an annual return to EMANZ is not required but may be worth considering to ensure that the requirement is completed for each year. Reaccreditation Accredited Energy Managers – Facilities must submit the completed Reaccreditation Application Form as part of the 5-yearly reaccreditation process. For reaccreditation, the minimum evidence requirements consist of: Evidence of at least 20 hours (annually)of continuing professional development (CPD) in areas relevant to energy management (facilities / commercial buildings); An update of the Work History Form Assignment/Report submission. For Reaccreditation, a written assignment/report is required to be completed for assessment. The report would be similar to the requirements to the report submitted for Accreditation. Energy Manager – Facilities Applicant’s Guide Issue date January 2014 8 EMANZ Accreditation Scheme 5. Fees 1. Initial Application & Assessment Fee: Energy Manager – Facilities $400 + gst This fee includes 1 exam sit fee and your first year’s web listing fee 2. Annual Registration Maintenance Fee: This fee covers the cost of a listing on the EMANZ website and EMANZ administering and maintaining Energy Managers – Facilities accreditation and is payable on each anniversary of your accreditation. Annual Register Maintenance Fee - EMANZ Members Free Annual Register Maintenance Fee - Non-EMANZ Members $100.00 +gst 3. Five-yearly Reaccreditation Fee: Five- yearly Reaccreditation ensures that all Energy Managers – Facilities have kept up to date with the knowledge and skills required for accreditation. Energy Managers – Facilities $400.00 + gst 4. Other Fees: Energy Managers (Facilities) online exam re sit fee $100.00 + gst 5. Payment options Payment can be made by Cheque to the Energy Management Association of New Zealand Or requesting an invoice. 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