Energy Management Training Portfolio

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1 Energy Management Training Portfolio Your guide to Energy Institute professional training and qualifications in energy management Energy Institute training helped immensely with our team s confidence and performance. Our game has been raised even higher Paul Ratcliffe MEI, Chartered Energy Manager, Regional Energy and Environment Manager, The Co-operative Group

2 Why train with the Energy Institute? Effective energy management is an essential tool in helping to reduce carbon emissions, improve efficiency and save money. As the professional body for the energy industry and the only body granting the Chartered Energy Manager title, the Energy Institute (EI) is committed to providing professionals with all the resources they need to achieve the highest level of competence in energy management. Completing EI training and achieving qualifications allows professionals to develop their knowledge and skills and demonstrate their experience to employers, clients and peers, resulting in improved employability, confidence and performance. Those undertaking EI training benefit from a host of additional professional development resources at their disposal, from networking opportunities and events to free online CPD articles and knowledge resources. About the Energy Institute: The EI is the professional body for the energy industry, delivering good practice and professionalism across the depth and breadth of the sector. A registered charity, incorporated by Royal Charter in 2003, the EI serves society with independence, professionalism and a wealth of expertise in energy matters. With branches accross the UK and in the Middle East, Nigeria, Malaysia, Hong Kong and Singapore, the EI supports over 21,000 individuals working in or studying energy and 250 companies worldwide. Louise Kingham OBE FEI, Chief Executive, Energy Institute Table of contents Energy Institute head trainers p. 4 Level 1: Certificate in Energy Management Essentials p. 5-6 Level 2: Energy Management Professional p. 7-8 Level 3: Advanced Energy Manager (AEM) p ESOS training and resources p.11 Behavioural change p.12 Bespoke training p. 13 Additional resources p. 14

3 Energy Institute training levels The Energy Institute s three-level energy management training framework supports professionals in developing their knowledge and skills at every stage in their careers. Professionals are welcome to start at any level depending on their experience. If you are unsure which level is most suitable for you, please contact education@energyinst.org or +44 (0) and our training team would be happy to advise you. Energy Institute Level 1 Certificate in Energy Management Essentials A 5-day practical introduction to energy management, recommended for those new to an energy management role or those taking on energy management responsibilities in an existing role for the first time. Available in a classroom or online format. Energy Institute Level 2 Energy Management Professional A 150-hour online course providing all the knowledge and skills required of a professional energy manager. Recommended for those with 2+ years experience in a related role. Energy Institute Level 3 Advanced Energy Manager (AEM) A 12-day classroom course for experienced energy managers covering project management and key technologies. Recommended for those with 3+ years experience in an energy management role. Chartered Energy Manager The gold-standard in energy management, available only through the Energy Institute. Those who have achieved the EI Level 3: Advanced Energy Manager qualification should be well-placed to apply for Chartered status. For more details on the requirements and application process for becoming Chartered, visit 2

4 A well-structured course with good delivery. I was impressed with the amount and quality of the material Gemma Baker Sustainability Consultant, Accenture 3

5 Energy Institute head trainers Chris Burgess CEng MEI RPEC Chris has around 30 years experience within the energy industry and for the past 15 years as an independent energy consultant. Chris had a number of technical and marketing roles within British Gas and Midlands Electricity over 18 years before establishing Alpha Energy Consultancy in He has worked with the EI as a tutor for various training courses for a number of years. Chris specialises in implementing energy management and technical solutions to reduce cost and carbon emissions. He has carried out energy surveys, audits and strategic reviews for a wide range of public and private sector organisations and is experienced in identifying and implementing energy efficiency measures based on both capital investment and staff engagement solutions. Mark Hobbins CEng MEI Chartered Energy Engineer RPEC Mark has been involved in the energy industry since 1996 and has been a tutor with the EI for a number of years on numerous courses. He provides professional input for a wide variety of energy and environmental engineering projects, primarily low energy building/ industrial design and energy efficiency, for a wide variety of clients. This role includes providing commercial, technical/engineering and project management support for a portfolio of commercial buildings. Mark has also been involved in many renewable projects as well as Energy Centre projects like CHP, steam plant and large scale heating. Mark is an active member of the EI, mentoring and interviewing for CEng and MEI as well as being the Honorary Secretary for the Southern Scotland branch. 4

6 Energy Institute Level 1 Certificate in Energy Management Essentials A 5-day introductory course providing a comprehensive, practical overview of the fundamentals of energy management. This course provides participants with all the essential knowledge and skills they need to save energy, reduce operational costs and carbon emissions, comply with legislation and meet their organisation s environmental goals. This course is available as a 5-day classroom course or a 60-hour online course. Course topics: Introduction to energy management building an energy management process Metering and buying Metering monitoring and targeting techniques Regulations and standards Energy auditing in practice Energy auditing: report writing Energy management solutions Energy management: project development Renewables Mounting an effective staff awareness campaign This was a very good course to establish a firm foundation in energy management, with a range of topics and learning approaches Dan Fernbank Energy Manager, University of Reading

7 CPD: 60 hours Format: classroom or online Who should attend? Those looking to begin a career in energy management or have recently taken up a role with energy management responsibilities Those looking to conduct internal energy audits for ESOS (with guidance and sign-off from a qualified ESOS Lead Assessor) Those who would like to refresh their knowledge before pursuing an EI upper level training course Those coming from a wide range of fields including procurement, facilities management, finance, CSR and sustainability, who want to gain a better understanding of energy Prerequisites This course is suitable for those with little or no knowledge or experience of energy management GCSE English and Maths or equivalent + some experience using Microsoft Excel is required Assessment End of course exam: 50% Work-based project: energy audit & report: 50% Qualification On successful completion of the course, participants will achieve the Energy Institute Level 1 Certificate in Energy Management Essentials qualification. They will also be well prepared to move on to the Level 2 course to gain the Energy Institute Level 2: Energy Management Professional qualification. This course also meets the prior-knowledge requirement for attending an International register of Certificated Auditors (IRCA) certified Energy Management Systems (ISO 50001) Auditor/Lead Auditor Training course. This course can be used as CPD: 60 hours Fees EI Member: 1,350 + VAT Nonmember: 1,550 + VAT Book To view available dates and to book, please visit for the classroom course In-house delivery If six or more staff members from your company require training, in-house delivery is usually the most cost effective solution. Additional benefits of running a bespoke in-house course include: Flexibility in content according to your requirements Personalised case-studies The ability to deliver the course at your premises, at a time convenient to you and your staff Costs: EI Company Member: 10,000 + VAT Non-Company Member: 12,000 + VAT For more information, please contact our team at e: education@energyinst. org or t: +44 (0)

8 Energy Institute Level 2 Energy Management Professional A15-module (150 hour) online course providing all the knowledge and skills required of a professional energy manager. The course will provide a comprehensive overview of the essential technical theory of energy use, as well as in-depth understanding of the managerial and commercial aspects of an energy management role. This course can be started at any time and completed at your own pace. Our expert tutors are available to answer any questions and provide guidance as you work through the course. Course topics: Core modules (required): 1. The role of an energy manager 2. Heat transfer 3. Fuels and combustion 4. Finance 5. Monitoring and targeting - only required for those who have not completed the Level 1 course Electives: take two further modules from list A and eight further modules from list A or list B. List A: Heating and ventilation Air-conditioning and refrigeration Lighting Motors and drives List B: Thermal comfort and building physics On-site electricity generation BMS systems The energy industry and energy costs Regulations and incentives Energy auditing Metering and verification Data testing and analysis Energy management and transport Electricity grids Energy and the environment Energy management systems and standards Carbon management plans Water systems and auditing Compressed air Financial appraisals Process heat and steam In-house delivery If six or more staff members from your company require training, in-house delivery is usually the most cost-effective solution. The EI can develop an in-house version of this course that either mirrors the online version or is bespoke to your organisation s requirements. For more information or to get a quote, please contact our team at e: education@energyinst.org or t: +44 (0)

9 CPD: 150 hours Format: online Who should attend? Professionals with 2+ years relevant experience in energy management or a related area ie. facilities management, energy engineering, sustainability etc., OR Those who have successfully completed the Level 1: Certificate in Energy Management Essentials course and are looking to deepen their knowledge in preparation for pursuing an upper-level qualification Prerequisites 2+ years relevant experience OR successful completion of the EI Level 1 course GCSE English and AS/A Level Maths and Science or equivalent by qualification or experience, + some experience using Microsoft Excel Assessment Exam (one exam covering the five course modules, plus a short exam for each additional module) Work-based project To pass the course, learners must achieve a mimimum of 65% on each module and on their project. Qualification On successful completion of the Level 2 course, you will achieve the Energy Institute Level 2: Energy Management Professional qualification. Fees EI Member: 1,750 + VAT Nonmember: 1,950 + VAT This course is new for 2016 and is now available to pre-book. Please contact education@energyinst.org for details or visit 8

10 Energy Institute Level 3 Advanced Energy Manager (AEM) This 12-day course is designed as a comprehensive technical overview of energy management. Participants will learn how to effectively develop energy saving projects, illustrate their return on investment to management, evaluate and monitor financial savings, and understand and use a rounded set of energy management technologies and principles. Course topics: Monitoring and targeting Energy costs and project management Energy fundamentals Energy procurement Implementing and auditing ISO Energy and emissions law and trading Space heating Energy in buildings Staff awareness Process heat, steam, heat recovery CHP Air conditioning Refrigeration Lighting Compressed air Renewables AEM includes: 12 days of energy management training, led by subject experts Preparatory material and slides from training sessions Exercise spreadsheets from training sessions, designed for use at your organisation Tutor supervision and support for work-based feasibility study Exam assessment leading to the Energy Institute Level 3 Advanced Energy Manager qualification In-house delivery If nine or more staff members from your company require training, in-house delivery is usually the most cost-effective solution. Additional benefits of running a bespoke in-house course include: Flexibility in content according to your requirements Personalised case-studies The ability to deliver the course at your premises, at a time convenient to you and your staff Costs: EI company member: 32,000 + VAT Non-company member: 35,500 + VAT For more information, please contact our team at e: education@energyinst.org or t: +44 (0)

11 CPD: 92 hours Format: classroom Who should attend? Professionals with three or more years energy management experience, who are responsible for managing energy within their job function and who are tasked with improving energy efficiency and reducing energy costs Those looking to fill in any gaps in their knowledge in preparation for applying for Chartered Energy Manager status Assessment Feasibility study for a project, which is presented to a panel (50%) Examination (50%) Qualification On successful completion of the course students are awarded the Energy Institute Level 3 Advanced Energy Manager (AEM) qualification. This course also fulfills the knowledge criteria required for becoming a Chartered Energy Manager. It will help you to demonstrate your CPD on your application and speak with confidence on a range of energy management topics during your interview. Fees EI Member: 3,000 + VAT Nonmember: 3,350 + VAT Book To view available dates and to book a place, please visit The AEM course provided me with significant development of my knowledge accross a broad range of topics, allowing me to more effectively sponsor in-house business cases Robert Williams Head of Energy Supply, BT Plc

12 ESOS training and resources What is ESOS? The Energy Savings Opportunity Scheme (ESOS) is a mandatory energy assessment scheme requiring most larger businesses to identify energy reduction measures. Under ESOS, all large companies must undertake an energy audit conducted or overseen by an approved Lead Assessor by December 2015, with additional compliance deadlines every four years. The Energy Institute has two approved registers of ESOS Lead Assessors: the Chartered Energy Manager register and the Register of Professional Energy Consultants (RPEC). Because both registers require Chartered status as a prerequisite for entry, all EI Lead Assessors have demonstrated the highest level of competence. Whether you are working on ESOS compliance in-house or are a consultant looking to conduct ESOS work, the EI has a number of resources available to support you. 1-day ESOS workshops Our Preparing your organisation for ESOS 1-day workshop is designed to help staff members responsible for ESOS understand the legislation and compliance requirements. For details and dates, visit ESOS Compliance Toolkit The EI s ESOS toolkit is designed for those undertaking audits to comply with ESOS legislation. This toolkit can be used by anyone working towards ESOS compliance, whether as an ESOS Lead Assessor or by someone within a company preparing to appoint an assessor. The toolkit features: Tool A: Overview and introduction Tool B: Total Energy Consumption tool Tool C: ESOS Audit Template Tool D: Life Cycle Cost Analysis tool Tool E: ESOS Commercial considerations To order your toolkit, visit Find a Lead Assessor The EI s approved ESOS Lead Assessors are all Chartered, ensuring the highest level of competence. Hiring a highly experienced energy manager to conduct and sign-off on your ESOS audit will help you make an effective case for energy-saving projects to your senior management and avoid turning ESOS into a costly-box ticking exercise. Find your Lead Assesor by searching our online database at efficiency.energyinst.org. Additional resources ESOS Briefing Guide and FAQs Free ESOS Webinar 20-minute free consultancy service 11

13 Behavioural change Behaviour change is a key aspect of energy management, based on the recognition that small shifts in the habits of energy users can result in huge energy savings. The EI s behavioural change resources draw on established principles of organisational and behavioural psychology to help you engage your staff in developing more energy efficient practices. EnergyAware EnergyAware is an innovative 30-minute online tool focussed on raising energy awareness in the workplace, certificated by the Energy Institute. The tool is designed for any staff member in your organisation who uses energy. Users need have no prior knowledge or experience of energy usage or management. EnergyAware will provide your staff with an insight into energy consumption and the impact this has on cost in the workplace. It will help them create a customised, actionable checklist of behavior changes and smart technology decisions that they can take away and implement. EnergyAware helps your organisation develop a company-wide commitment to energy efficiency so you can reduce your energy costs and dramatically reduce your carbon footprint. And the EI s EnergyAware certification gives you the stamp of approval needed to tangible demonstrate your commitment to energy efficiency. For more details and to demo the tool, visit Understanding your energy culture A unique tool and workshop exercise designed to help energy managers understand and change their operational culture in order to improve efficiency, resulting in reduced organisational costs and lower CO2 emissions. It is designed to make efficienct energy use a fully integrated part of working behaviour using tried and tested safety culture methodologies. The tool actively involves staff in assessing current organisational culture and identifying opportunities to better manage energy within a business. For more details, please contact our team at education@energyinst.org or t: +44(0)

14 Bespoke training If you have several staff members requiring energy management training, a bespoke course can be the most cost effective and convenient option, and enables us to customise the course content to fit your specific requirements. The EI regularly designs and delivers tailored programmes for energy managers, technicians, maintenance staff and others who affect their organisation s energy usage. Whatever your training needs, the EI can develop a training package to meet your individual specifications. What we do: Training for energy management staff The EI can provide expert training at any level for staff that are responsible for the management of energy within your company. This may include monitoring energy use, implementing energy saving projects, or conducting energy audits specific to your working environment. We are able to deliver any of our 3 levels of energy management training as an off-the-shelf in-house course, customise any level to fit your organisation, or develop an entirely new course to your exact specifications. Energy awareness for all staff It is not just energy managers that can influence your company s energy usage every member of staff has a part to play. If you would like some basic awareness training for your staff, the EI will provide you with a programme which highlights the importance of saving energy and gives guidance on practical ways for staff to make a difference. We also offer the opportunity to create a bespoke version of our EnergyAware online staff awareness tool. Some of our current and past clients include: 13

15 Next steps Become an EI member As you develop your knowledge and skills through training, it is important to also pursue recognition through professional membership. The EI s professional membership grades help you demonstrate your expertise to others and engage with your peers, and provide a host of resources to support your future development. For more information and to apply, visit Become a Chartered Energy Manager The Chartered Energy Manager title, available only through the Energy Institute, provides experienced energy managers with a visible mark of quality, ensuring that you are recognised as being at the top of your field. Those who achieve Chartered status also become automatically approved as ESOS Lead Assessors. For details on requirements, application procedures and deadlines, visit Keep up your CPD The EI has a number of free resources available to help you keep your knowledge up to date between training courses. These include a how-to video series and monthly articles with accompaying question sets that can be completed for CPD credit. For more details, visit For more information on the EI s training courses and other resources, please contact our training team at e: education@energyinst.org or t: +44(0)

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