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The Uniform Methods Project, Chapter 24: SEM Evaluation Protocol

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This document was developed for the U.S. Department of Energy Uniform Methods Project (UMP).

UMP protocols can be used by utilities, program administrators, public utility commissions, evaluators, and other stakeholders for both program planning and evaluation. 

Source: Cadmus Group, U.S. Department of Energy

Published: May 2017

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The UMP provides model protocols for determining energy and demand savings that result from specific energy-efficiency measures implemented through state and utility programs.

In most cases, the measure protocols are based on a particular option identified by the International Performance Verification and Measurement Protocol; however, this work provides a more detailed approach to implementing that option. Each chapter is written by technical experts in collaboration with their peers, reviewed by industry experts, and subject to public review and comment. The protocols are updated on an as-needed basis.

An excerpt from this paper:

Strategic energy management (SEM) focuses on achieving energy-efficiency improvements through systematic and planned changes in facility operations, maintenance, and behaviors (OM&B) and capital equipment upgrades in large energy-using facilities, including industrial buildings, commercial buildings, and multi-facility organizations such as campuses or communities. Facilities can institute a spectrum of SEM actions, ranging from a simple process for regularly identifying energy-savings actions, to establishing a formal, third-party recognized or certified SEM framework for continuous improvement of energy performance.

In general, SEM programs that would be considered part of a utility program will contain a set of energy reducing goals, principles, and practices emphasizing continuous improvements in energy performance or savings through energy management and an energy management system (EnMS)1. An EnMS, as defined by ISO 50001, is a formal process for an organization to establish a policy, objectives, and targets for improved energy performance and to implement and assess energy performance improvement actions taken to meet those objectives and targets. An organization uses this framework to incorporate energy use and consumption into its management processes.  

To provide some guidance to utilities in consideration of SEM programs, the Consortium for Energy Efficiency (CEE) has established the following working definition for SEM:

“Strategic Energy Management can be defined as taking a holistic approach to managing energy use in order to continuously improve energy performance, by achieving persistent energy and cost savings over the long term. It focuses on business practice change from senior management to the shop floor staff, affecting organizational culture to reduce energy waste and improve energy intensity. SEM emphasizes equipping and enabling plant management and staff to impact energy consumption through behavioral and operational change. While SEM does not emphasize a technical or project-centric approach, SEM principles and objectives may support capital project implementation.” CEE 2014a