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
Table of contents Overview of core EI energy management qualifications 1 Meet our head trainers 2 Level 1 Certificate in Energy Management Essentials 3-4 Level 2 Energy Management Professional 5-6 Level 3 Advanced Energy Manager 7-8 Behavioural change resources 9-10 In-house training 11 Next steps 11
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 all the resources you need to achieve the highest level of competence in energy management, whether you are a professional energy manager or require an understanding of energy management as part of a related role. The EI s courses and qualifications have been developed by some of the most experienced energy management experts in the industry, and are recognised by employers in the UK and internationally. Our unique three-level structure of core energy management qualifications provides a fullpicture understanding of energy management at the right depth and breadth to fit your experience level and learning needs. Each of our qualifications will enable you to develop your knowledge and skills and demonstrate your experience to employers, clients and peers, resulting in improved employability, confidence and performance. They also provide the ideal preparation for applying for a Chartered title to further demonstrate your level of competence as an experienced professional. Whether you are completing a classroom or an online course, you also gain access to our online learning centre, where you can discuss ideas and get feedback from other participants on the course. EI training can also benefit your organisation in a variety of ways - all our courses include a practical workbased project in addition to teaching, and following training, employers can feel confident that energy management work is completed to the highest possible standard In-house training is also offered to your team with courses tailored to their needs, and to support implementation of behaviourchange initiatives across your organisation. Finally, at the EI we believe that learning should be continuous, even between courses - which is why professionals completing our qualifications also gain access to a host of free development resources such as topical videos and articles to keep you up-to-date on the latest industry developments. We hope very much that you will take advantage of our training resources and find them helpful in achieving your learning and development goals. About the Energy Institute Louise Kingham OBE FEI, Chief Executive, Energy Institute The Energy Institute (EI) is the chartered professional membership body bringing global energy expertise together. We gather and share essential knowledge about energy, the skills that are helping us use it more wisely, and the good practice that keeps it safe and secure. We articulate the voice of energy experts, taking the know-how of around 20,000 members and 250 companies from 120 countries to the heart of the public debate. And we re an independent, not-for-profit, safe space for evidence-based collaboration, an honest broker between industry, academia and policy makers.
Core qualifications overview The Energy Institute s three-level energy management training framework supports you in developing your knowledge and skills at every stage in your career. You are welcome to start at any level depending on your existing knowledge level and experience. If you are unsure which level is most suitable for you, please contact education@ energyinst.org or +44 (0)20 7467 7100 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 A 12-day classroom course for experienced energy managers providing an advanced understanding of key energy technologies as well as commercial and managerial topics. Recommended for those with 3+ years experience in an energy management role. Chartered Energy Manager The gold-standard professional grade in energy management, available only through the EI. Those who have achieved the EI Level 3 qualification should be well-placed to apply for Chartered status. For more details on the requirements and application process for becoming Chartered, visit energyinst.org/chartered-energy-manager 3 1
A well-structured course with good delivery. I was impressed with the amount and quality of the material Gemma Baker Sustainability Consultant, Accenture Meet our head trainers Chris Burgess CEng MEI Chris has around 30 years experience within the energy industry and has worked for the past 15 years as an independent energy consultant. He held a number of technical and marketing roles within British Gas and Midlands Electricity over 18 years before establishing Alpha Energy Consultancy in 1998. He has worked with the EI as a tutor for various training courses over 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 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. 2
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
CPD: 60 hours Format: classroom or online Who should attend? Those looking to begin a career in energy management or who have recently taken up a role with energy management responsibilities 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. This course also meets the prior-knowledge requirement for attending an ISO 50001 Auditor/Lead Auditor Training course. This course can be used as CPD: 60 hours Fees - full course EI Member: 1,575+ VAT ( 1,375 + VAT for online course) Non member: 1,750 + VAT ( 1,550 + VAT for online course) Fees - individual module (online only) EI Member: 155 + VAT Non member: 175 + VAT Book To view available dates and to book, please visit energyinst.org/level1 for the classroom course or energyinst.org/level1-online for the online 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 For more information and to get a quote, please contact our team at e: education@energyinst.org 4
Energy Institute Level 2 Energy Management Professional A 15-module (200 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 - Procurement - Management 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 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 Project implementation 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 and to get a quote, please contact our team at e: education@energyinst.org. 5
CPD: 200 hours Format: online Who should attend? Professionals with 2+ years relevant experience in energy management or a related area i.e. 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 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 core modules, plus a short exam for each additional module) Work-based project (accounts for 50 of the total 200 hours) To pass the course, learners must achieve a minimum 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 - full course EI Member: 1,750 + VAT Non member: 1,950 + VAT Fees - individual module EI Member: 220 + VAT Non member: 250+ VAT Book To view available dates and to book, please visit energyinst.org/level2 8
Energy Institute Level 3 Advanced Energy Manager This 12-day course provides an in-depth overview of key technical and commercial topics in energy management for experienced energy managers. 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 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 qualification Monitoring and targeting Energy costs and project management Energy fundamentals Energy procurement Implementing and auditing ISO 50001 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 The AEM course provided me with significant development of my knowledge across a broad range of topics, allowing me to more effectively sponsor in-house business cases Robert Williams Head of Energy Supply, BT Plc
CPD: 92 hours Format: classroom Who should attend? Professionals with 3+ 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 Prerequisites This course assumes a working knowledge of technical principles in energy management. To attend on this course it is recommended that you are educated to degree-level in a science or engineering subject, or have successfully completed the Level 2 course Assessment Feasibility study for a project, 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 qualification. This course also fulfils 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 Non member: 3,350 + VAT Book To view available dates and to book, please visit www.energyinst.org/level3 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 inhouse 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 For more information and to get a quote, please contact our team at e: education@energyinst. org. 8
Behaviour change resources 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. Short online course: Mounting an effective staff-awareness campaign This course provides a comprehensive overview of the benefits of staff awareness and the practicalities of conducting a campaign. It is designed for those who are developing a staff awareness campaign, either in-house or as a consultant. This course can be completed on its own or as part of the EI Level 1 Certificate in Energy Management Essentials online course, and will take 3-5 hours to complete. Topics: Benefits of staff awareness Assessing current position Staff awareness strategy Defining the audience Motivating people Routes of communication Routes to awareness Prices: EI member: 155 + VAT Non-member: 175 + VAT To enrol on this course, please visit energyinst.org/level1-online 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. The tool is designed to make efficient 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 e: education@energyinst. org. 119
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 behaviour 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 tangibly demonstrate your commitment to energy efficiency. ResourceAware ResourceAware is a comprehensive suite of three staff-awareness tools, designed for organisations looking to implement all-encompassing resource awareness campaigns. Designed in partnership with the Chartered Institute of Waste Management (CIWM) and the Future Water Association, this interactive tool will help your organisation cut costs through staff awareness around multiple aspects of resource consumption and demonstrate a rounded commitment to resource efficiency and sustainability. ResourceAware is comprised of: EnergyAware WasteAware WaterAware To learn more about the EI s staff awareness resources and to access a free demo of EnergyAware or ResourceAware, visit energyinst. org/staff-awareness or contact e: education@ energyinst.org
In-house and 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. 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: 1311
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 energyinst.org/individual-membership 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 energyinst.org/chartered-energy-manager 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 accompanying question sets that can be completed for CPD credit. For more details, visit energyinst.org/energy-management To learn more about in-house training, visit For energyinst.org/bespoke-training more information on the EI s training courses and other resources, please contact our training team at e: education@energyinst.org 12