Approved Provider: University of Turabo School of Engineering The University of Turabo in Puerto Rico and the Association of Energy Engineers in Atlanta, GA have signed a Memorandum of Understanding (MOU) wherein the University of Turabo is an Approved AEE Training Provider. The University of Turabo s Energy Management Training is an approved training course for the Certified Energy Manager (CEM) exam, meaning that it satisfies the CEM training prerequisites, and upon completion of this training, students are eligible to complete the Certified Energy Manager exam at a remote testing center and apply for CEM status, provided they meet the required eligibility criteria. Registration & More Information For more information on the University of Turabo, go to www.ut.pr or contact Amaury Malave at ajmalave@suagm.edu. For more information on the course offered by the University of Turabo, click here.
ABREU TECHNICAL CORPORATION But, we preserve it! Training Structure Energy Management University of Turabo School of Engineering Puerto Rico Energy Center (PREC) December 2010 Preserving Our Energy Resources and Environment
Executive Summary The University of Turabo- School of Engineering is aligned with the latest tendencies toward effective energy management and systems reliability improvements. There are many energy management and conservation aspects that are taking place in today s business and government sectors in order to become competitive and to reduce operational expenses. Today s economy is forcing that residential, commercial, industrial and government sectors become more creative, innovative and efficient on the usage or utilization of energy sources. For these reasons, the University of Turabo, Puerto Rico Energy Center (PREC) and Abreu Technical Corporation (ATC) have joined efforts on the identification, development and implementation of educational programs with strong emphasis on energy conservation, renewable sources and energy efficiency. Also, this joined venture is focused on the search for new educational ways (methods) to provide students and professionals with an outstanding experience which will lead to improved and effective technical skills. The Puerto Rico Energy Center (PREC) is a technical research center that is administered by the University of Turabo; with the main objective of identifying the most efficient methods and ways on how to improve the energy utilization and conservation. Currently, there are many technical activities that are taking place at the PREC with respect to energy matters and efficient technologies. Also, it has supported the Puerto Rico Central Government and other organizations on the development of effective energy management design standards and methods. PREC has worked on the development of educational programs that are focused on energy concepts. Currently, is under the development of a graduate degree on Renewable Energy. As part of the strategic educational process, it was required the development of a well-structure energy management training program, to provide both theoretical and practical experience to the participants. For this reason, the University of Turabo and the Puerto Rico Energy Center (PREC) concluded that there was the need to have an energy consultant (energy auditor) or technical organization that has advanced technical expertise and experience to directly support the development process. During the initial phases of the training developmental phases, Abreu Technical Corporation was invited to be part of this educational program and a formal professional services contract (consulting & engineering) was extended for the development of the training program, including a technical laboratory. Originally, the training program and modules were developed for technical professionals but, ATC noticed that some non-technical professional were interested on the training program which could explode a new strategic sector. For this reason, the energy management training program was re-structured. Abreu Technical Corporation (ATC) is a business & technical organization that provides consulting services in Project Management, Energy Management & Conservation, and Continuous Improvements (Operational Excellence). (ATC) has developed several professional training programs that are aimed on the effective skills and leadership developmental process for professional individuals, business organizations, government sectors, healthcare companies, hospitals and electronic/electrical devices
producers. ATC founder, Eng. Angel Abreu, CEM; has more than fourteen (14) years of experience on different engineering and business sectors such as capital projects, energy conservation & efficiency; manufacturing processes, materials and logistics management; operational excellence and advanced engineering applications. He has worked with the PREC on the development of a strategic energy management training program which has been offered to more than 75 participants from different business sectors. The training program is divided into different modules that provide the participants with different theoretical energy concepts which make use of real business cases or hand-on laboratories. These laboratories are designed to provide the participants with the exposure to different energy systems, measurement devices, and energy auditing events. This integration is one of a kind within today s educational programs in the island. Also, the training program integrates important and essential methodologies such as Project Management, Leadership, Six Sigma, Lean Enterprise, EHS & Operational Excellence. This new energy management training program is aligned with today s needs, challenges and professional vision. We have clear understanding that will be a breakthrough within the educational field and energy management sectors.
Training Structure The following information provides details and specific aspects of the training seminar which has been designed with the main focus of providing the participants with the experience of a real energy audit event. This structure is conducted very effectively and taking into consideration two (2) important aspects: Basics of Energy Management (Energy Manager) and Effective Energy Auditing (Hands-On Experience). Each one of the following areas or topics includes an Exercise & Q/A section to assure proper learning and understanding of the discussed material. Introduction: Business Reality On this module, general details of economical, business, energy and environmental aspects or actual situations are discussed. It is intended to provide the participants with a real view of the situations, future expectations and potential mitigation factors. Also, information about why energy management is crucial and essential to minimize any potential impact over business and government operations. Also, there is some improvement aspects such as Lean Manufacturing, Six Sigma, Operational Excellence, Project Management & Energy Management that are discussed as part of the potential areas for effective integration and improvement from the operational and leadership standpoint. A general overview is held to discuss general aspects that are affecting the island with respect to economical and energy issues. Energy Management: Definition & Aspects This is a module in which energy management concepts are defined for a better understanding of the participants. Formal definition of Energy Management. Definition of engineering and energy management concepts. Overview of the current and future needs for development of new jobs, programs and energy structures. How & Why Energy Conservation General aspects and reasons why energy management is important. Why energy management is essential for any type of business or organization?
How to conserve energy? Typical ways of energy conservation and advanced techniques toward energy efficiency. Energy Audits Detailed discussion and presentation of the process that is conducted as part of any energy audit. This is one of the most important aspects of the training because it provides the different methods, aspects and steps on how to conduct an energy audit and what should be expected by the end of the auditing process. The module is structured to provide the participants with the basics of energy auditing. It provides details of the different steps or areas for readiness. Readiness is one of the areas that need to be effectively deployed to ensure that the energy audit is successful. It provides information related to the different types of energy audits (Walkthrough, Mini & Maxi), why they are important, when to use each one of them, related costs and benefits, outcomes, and complexity. This module allows the participants to have a real exposure to energy audits such as a Walkthrough (applies only on training section of 50hrs) and/or Mini (applies only on training section of 100hrs). This is the main distinctive aspect of this training program. Also, it is discussed the different requirements under the ARRA funding for energy auditing process either within the US and Puerto Rico. Supporting and descriptive process of different cost saving opportunities that could be achieved as a result of an energy audit. Also, the justification process for capital funding (improvement project implementation) by taking into consideration the potential energy savings. Sustainability aspects that need to be taken into consideration when an energy improvement project is deployed and implemented. Also, overview of the different controls that need to be incorporated as part of the improvement process and assigned responsibilities. This module will allow the participants to have a great understanding of the energy auditing process and how it should be conducted. Also, how to structure or justify the potential energy improvement initiatives. The participants are introduced to basic graphical representations that could be used to have a better understand of the gathered field data which is essential during the identification and justification of energy improvement opportunities. Energy Audit Toolbox This is a training module totally focused on providing the participants with the basic knowledge and understanding of the different instruments that are used as part of an
energy audit. The module is intended to provide clear understanding and management of specific instruments that are employed on measurements for each installed energy system. A technical laboratory is conducted to provide the participants with the experience of how to use and handle the instrumentation and what are the best applications. Also, they are instructed on the proper usage during the energy audit to avoid any potential safety issue or eventuality. Participants will take real time measurements for comparison and analysis purposes. Strategic Action Plan In this module several aspects and steps are discussed with respect to the different strategic plans that could be implemented with respect to Energy Management. Full details of energy effectiveness by the integration/implementation of an Energy Management Program (EMP). Annual goals or expectations are discussed to provide the participants with an effective platform (baseline) to consider when dealing with an EMP. Details of energy management teams development and integration is discussed. The different steps of team building foundation and development is discussed and put in practice with a business case event (workshop). The strategic plans are presented in such manner that could be integrated as part of any business, commercial, business or government organization. Codes and Standards Full discussion of standards, laws, executive orders and codes related to energy management or matters Provide the participants with basic understanding of the latest codes or standards related to energy systems, operations, compliance requirements and maintenance. Importance and applications of codes and standards Energy Rates & Structures Different energy rates (local and US) are discussed in details for a better understanding of the participants. This energy rates discussion takes into consideration the different energy sources that could be used or purchased. Calculations, engineering estimates and approximations exercises are conducted in order to provide the participants with the experience of having clear understanding of
the rates, why they are the best option for the customer, and how they are managed by the service provider. A workshop is conducted to ensure that the participants are prepared or ready for effective application of the best option on energy rates. Personnel from PREPA (Puerto Rico Electrical Power Authority) are invited for technical and business presentations with respect to their operational and rate structures. Utilities Systems The following utilities or energy systems are discussed with full details for a clear, effective and better understanding of the participants. Several learning objectives are provided as part of this training module: General understanding and descriptive of the energy systems Critical aspects (operational and physical) Aspects to be observed or recorded as part of the energy audit Types of measurements that need to be made as part of the energy audit and why they are important during the technical analysis. Discussion of the different system limitations, applications and potential areas of improvements. Details of the different improvement options with respect to the available technologies on today s market. Field or class laboratories to demonstrates the system operational and how improvements (retrofits or management controls) will benefit the system owner Graphical representations of current and future operations. Financial analysis and project initiatives justifications Engineering calculations and assumptions. Problems and exercise on how to determine energy consumption (actual & future), efficiency levels, operational costs and capital investments. Lighting HVAC System Building Envelope Steam Generation and Distribution System
Hot Water System Water, Waste Water and Water Reuse Thermal & Solar Applications (Systems) Electrical Distribution System Motors &Compressed Air System Specialized (Customized Equipment) or Industrial Applications Green Building (LEED) and Energy Star Program Overview of the different aspects and concepts that are included as part of EPA Energy Star Enhanced Best Practices Program Full overview of USGBC guidelines and energy improvement aspects Green design and construction Full discussion of Green Communities and its benefits Templates and evaluation charts for evaluation of installed energy systems and re-commissioning Important Energy Concepts Financial Analysis & Accounting This training or module provide the participants with the basic understanding of key financial concepts such as Present Worth, Future Worth, Composed Payback, Salvage Values, Life Cost Cycle, etc. This is an important part of the energy management process when dealing with improvement projects justifications Renewable Energy Sources Overview of the general concepts and advanced technologies that could be implemented as part of an Energy Management Program or Improvement Project Details on how to increase system efficiencies, reduction of energy consumption; to integrate renewable sources as part of the improvement process. The reduction of energy consumption and
incremental of efficiency levels provide better capital investment costs which are more acceptable by the society Discussion of the benefits that these type of renewable sources (photovoltaic, wind power, geothermal, etc.) and how they could be integrated as part of the current energy infrastructure General calculations and estimates to determine the system required capacity, potential annual savings and implementation costs. Overview of current rebates, loans and grants that could be used for the acquisition and implementation of these systems Total Preventive Maintenance Overview of the different types of maintenance activities such as Predictive, Preventive, Corrective and Emergency Details of the required planning, coordination and suggested execution of the maintenance tasks in order to avoid system failures and to improve reliability levels General requirements and important aspects that need to be taken into consideration when designing or selecting maintenance tasks for a specific energy system Potential operational costs and benefits by the integration of TPM Building Management Systems This is a an integrated module with TPM because there is a significant amount of business cases in which these two metrologies are implemented at the same time in order to obtain the maximum benefits as possible Overview of the different BMS concepts and types that are available in today s market. Why there are important? What are the benefits? How they could be implemented? Monitoring, measurements and controlling aspects are discussed and how they could provide energy improvement opportunities by prediction and prevention
Automation Concepts Overview of some efficient automatic controlling devices that could be incorporated as part of a retrofit project in systems such as lighting, A/C, potable water, etc. General discussion of automation benefits for mechanical applications and related capital investment. Water Conservation Water conservation opportunities will be discussed in details for a better understanding of the participants. Also, details on how potable water treatment and distribution systems should be operated, are provided Overview of the different technologies that could be implemented as part of the improvement process in order to reduce potable water consumption and avoidance of leaks General concepts of the distribution systems and how efficiency levels could be positively impacted by proper maintenance, right piping size and pumps How automatic controls could be integrated as part of the improvement process to provide energy savings and benefits Project Management: Principles This module will provide the participants will a basic understanding of project management concepts that are essential for any time of improvement initiative. Overview of the most important concepts of a Project Execution Plan (PEP) such as; Project Definition Project Planning & Coordination Resources Management (Labor, Capital & Time) Project Costs Project Schedule Risk Management
Communication Management Participants will have the experience on the developmental process of a PEP (applies only on training section of 100hrs) Lean Six Sigma & Project Management: Principles Discussion and overview of Lean Six Sigma (LSS) methodology and how it could be an outstanding tool during the design and implementation of energy improvement projects Provide continuous improvement applications & tools How to deploy and integration LSS concepts to achieve Energy Excellence and Effectiveness Provide basics and intermediate concepts and aspects of Leadership and Project Management for an effective development and deployment of energy improvement activities or initiatives Integration of project management concepts and tools to reduce energy project risks and potential failures. Also, provide the participants with full understanding how a Project Execution Plan (PEP) could be developed and utilized for large energy capital projects Environmental, Health & Safety Definition of basic EHS concepts. General discussion about EHS regulations or important codes that need to be taken into consideration as part of an energy assessment or audit. General applications of EHS and considerations during an energy assessment or audit. Type of Personal Protective Equipment (PPE) and its applications PREPA Organization (Puerto Rico Energy Power Authority) A general overview of PREPA Operational Structure. Description of their electrical system capacity. Overview of the different electrical (generation and distribution) systems Overview and discussion of the PREPA electrical rates and structures
New regulations or projects ( Willing, Via Verde and Net-Metering ) Energy Audits/Assessments Overview and specific aspects on how to develop a formal energy assessment or audit report. Discussion of the different aspects that the report should include and the relevant strategies for execution of energy improvement project initiatives. Development of formal technical-business presentations (Energy Audit Results & Opportunities). General description of important aspects on the development and integration of an Energy Management Program as part of business operations (commercial, industrial and government). Conduct a formal energy audit of a simple building structure that makes use of most common energy systems. Participants will have the opportunity to perform a real-time energy audit and be exposed to the different systems discussed in class. A formal evaluation of the systems will be conducted and participants will identify energy improvement opportunities which will be included on the audit report and presentations. This exercise is essential for proper and effective understanding of the concepts, technologies and methods of inspection. Special Events There will be a special event in which an expert or technical consultant will provide a general overview or presentation. This presentation will be focused on an energy auditing process (phase) or about a new type of technology. Formal planning and execution of an energy assessment or audit at a selected building structure which will provide the participants with a real Hand-On experience. The energy assessment or audit will be structured in such way that at least will provide the participants with the opportunity to study systems such as Lighting, HVAC, Motors, Potable Water and Compressed Air.
Training Schedule Training schedule is critical for the success of this training program. It has been designed in such way that provides a perfect or effective balance of training and theoretical study hours. The following information provides how the training structure for 50 hrs is divided: Theory Safety & Instrumentation (Walkthrough Audit) Reports & Presentations 35 hrs 10 hrs 5 hrs The Safety & Instrumentation section is an excellent phase for the leaning process of the participants because it provides them with the opportunity to assess the systems and identify the potential improvement opportunities. The Reports & Presentations section is an excellent opportunity for the participants to share the experiences during the energy audits and be positively criticized with respect to their findings and energy improvement initiatives. Also, this is a good opportunity for them to practice what can be done on their professional lives and what potential roadblocks could be faced during presentations or project justifications. The following information provides how the training structure for 100 hrs is divided: Theory Safety & Instrumentation Mini Audit Reports Presentations 35 hrs 10 hrs 25 hrs 15 hrs 15 hrs The participants will receive the following documents by training completion date: Training Completion Certificate (University of Turabo) Professional Contact Hours PR College of Engineers
Professional Expectations The University of Turabo, PREC and Abreu Technical Corporation are very confidence that this Energy Management Training Program will provide the participants with an outstanding opportunity for their professional career development and advancement. It is a training program that is not designed for theoretical purposes only; it is designed for an effective balance between the theoretical concepts and skills with respect to their applications in real life. These applications are experienced with the integration of Hand-On laboratories and workshops. Also, one of the main expectations is to get full alignment, agreement and recognition with the Association of Energy Engineers (AEE) as an educational provider for the Certified Energy Manager program. This is a well-accepted certification program that has significant opportunities in Puerto Rico with the different programs and new challenges that business and government organizations are facing. We are sure and confident, that our program and technical personnel will provide the required training standards and will meet the outstanding levels of the AEE.