Given the uncertainties surrounding energy prices and pending environmental regulations, there is a growing need for industrial facilities to address energy usage, greenhouse gas emissions, sustainability, and process efficiency in their planning. Operations teams and management staff often fail to adopt long-term strategic energy master plans because of resource constraints and the need to focus efforts on near-term capital improvement projects and maintenance. This can result in higher-than-necessary energy costs, unanticipated compliance issues, and lower profits. This presentation will explore a tailored, strategic energy master-planning process that will guide manufacturers in making informed decisions about their facilities’ infrastructure, energy management practices (such as ISO 50001 and SEM), sustainability goals, and process energy efficiency improvements (energy per unit of production). The first step is a visioning process with decision-makers to identify the desired outcomes, define the constraints, and create an information exchange culminating in a work plan that defines the development of the energy master plan. Next, a process of benchmarking, measurement and verification (M&V), assessment, analysis, financial deliberation, optioning, prioritization, and scenario analysis is developed. This results in an actionable master plan that manufacturers can implement over multiple years.

2. Headquarters: 120 Water Street, Suite 350, North Andover, MA 01845 With offices in: NY, ME, CT, TX, CA, OR www.ers-inc.com
STRATEGIC ENERGY PLANNING
What’s your energy efficiency master plan?
Energy Efficient Long Island
Huntington, NY
October 29, 2015
Presented by: Jeff Perkins

3. WHY PLAN?
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 Regulatory Changes
 EPA Clean Power Plan – Section 111 (d)
 Grid Modernization Policy – multiple states
• NY, MA, CA, CT, HI, etc. are very active
 Climate Issues (storms, heat waves)
 Need for resiliency
 Need for reliability
 Spotlight on carbon reductions
 ISO 50001 Energy Management System
Because it makes good business sense!

4. STRATEGIC PLANNING
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Goals
Water
Resiliency
Transportation
Waste Stream
Supply
Site
planning
Generation
Energy use

5.  Energy can be a specific and focused subset
STRATEGIC ENERGY PLANNING
Goals
Water
Resiliency
Transportation
Waste Stream
Supply
Site
planning
Generation
Energy use
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6. PLANS – WHICH IS RIGHT FOR YOU?
50,000 ft.
10,000 ft.
“Cloudtop” Strategic Plan
Long-term goals, 15-year+ horizon
“Mountaintop” Strategic Plan
Medium-term goals, 5-year+ horizon
“Treetop” Strategic Plan
Short-term goals, 2-year+
horizon
5,000 ft.

7.  An organized and comprehensive process to
optimize energy usage
 Establish goals – big picture (& little picture)
 Define constraints and stakeholder interests
 Identify opportunities: technical, behavioral
 Facilitate implementation
 Establish metrics to measure results
STRATEGIC ENERGY PLANNING – WHAT IS IT?
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8. KEEPING ON TRACK IS A CHALLENGE
Simultaneous tasks, with varying intensity, competing for attention.
Constantly
tracking,
chasing . . .
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9. STRATEGIC ENERGY PLANNING – A ROADMAP
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10. THE PROCESS
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11. THE FIRST STEPS – BIG PICTURE
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12.  Identify internal champions.
 Establish a core team to drive
the process.
 Set focus and objectives.
 Define the way forward that
works best within your
organization.
VISIONING AND ALIGNMENT
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13.  A facilitated meeting with the people critical
for long-term success of the plan.
 Unify goals and objectives.
 Elaborate the value of the EMP process.
 Share details.
STAKEHOLDERS MEETING
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14. THE DETAILS – ASSESSMENT & ANALYSIS
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15.  Conventional audit process
 Scoping or investment-grade
 Focus of investigation from Phases 1 and 2
 End result is to develop a menu of projects.
ASSESSMENT AND ANALYSIS
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16.  Energy efficiency
 Combined heat and power (CHP)
 Renewables (solar, wind, etc.)
 Greenhouse gas emissions
 Water and sewer
 Transportation
 Energy procurement
AREAS OF INVESTIGATION
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17. PLANNING FOR IMPLEMENTATION
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18.  Optimization
 Conditions change over time
 Financial planning
 Budget cycles, decision criteria
 Maximize incentives, rebates, grants, etc.
 Critical steps review
 Plan monitoring & verification(M&V).
 Allow time for orientation and new systems
commissioning.
IMPLEMENTATION PLANNING
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19. DELIVERABLES
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20.  EMP document
 Implementation plan
 Measurement and Verification (M&V) plan
 Protocols and process
 Commissioning plan
 Include occupant training plan
 Schedule
DELIVERABLES
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21. THE PROCESS
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22.  Plan for change
 Establish a lasting process
 Benefits for both end-users & program administrators
CLOSING
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23. THANK YOU!
CONTACTS:
 Jeff Perkins
Sr. Director Business Development
jperkins@ers-inc.com
978-521-2550 x207
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www.zondits.com