Energy measurement and monitoring plan - Design and implementation - Principles for energy data collection

This document specifies the requirements and principles for the design and implementation of an energy measurement and monitoring plan for an organization in order to improve its energy performance. The measurement and monitoring plan defines a measurement system for monitoring and analysing the energy performance of an organization, taking into account its influencing factors.
This document applies to all forms of energy, to all energy uses and to all types of organizations. It does not apply to domestic dwellings.

Plan für die Energiemessung und -überwachung - Gestaltung und Umsetzung - Grundsätze für die Energiedatensammlung

Dieses Dokument legt die Anforderungen und Grundsätze für die Gestaltung und Umsetzung eines Plans für die Energiemessung und -überwachung für eine Organisation fest, um deren energiebezogene Leistung zu verbessern. Der Mess- und Überwachungsplan definiert ein Messsystem für die Überwachung und Analyse der energiebezogenen Leistung einer Organisation unter Berücksichtigung ihrer Einflussfaktoren.
Dieses Dokument gilt für sämtliche Energiearten, für sämtliche Energieeinsätze sowie für sämtliche Orga-nisationstypen. Es gilt nicht für Wohngebäude.

Plan de mesurage et de surveillance de l'énergie - Conception et mise en oeuvre - Principes pour la collecte des données énergétiques

Le présent document spécifie les exigences et la méthodologie de conception et de mise en oeuvre d’un plan de mesure et de surveillance de l’énergie pour permettre à un organisme d’améliorer sa performance énergétique. Le plan de mesure et de surveillance de l’énergie définit un système de mesure pour la surveillance et l’analyse de la performance énergétique d’un organisme, en tenant compte des facteurs qui influent sur son fonctionnement.
Le présent document s’applique à toutes les formes d’énergie, à tous les usages énergétiques et à tous les types d’organisme. Elle ne s'applique pas aux locaux d'habitation.

Načrt za merjenje in nadzorovanje energije - Načrtovanje in izvajanje - Načela za zbiranje podatkov o energiji

Ta standard določa zahteve in metodologijo za načrtovanje ter izvajanje načrta za merjenje energije za organizacijo, da se izboljša njena energetska učinkovitost. Načrt določa merilni sistem za nadzorovanje in analiziranje energetske učinkovitosti organizacije, pri tem pa upošteva dejavnike, ki vplivajo na njeno delovanje.
Ta standard se uporablja za vse oblike energije, vse rabe energije in vse vrste organizacij. Ne uporablja se za stanovanjske zgradbe.

General Information

Status
Published
Publication Date
27-Aug-2019
Withdrawal Date
28-Feb-2020
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Start Date
28-Aug-2019
Due Date
21-Sep-2019
Completion Date
28-Aug-2019

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SLOVENSKI STANDARD
01-november-2019
Načrt za merjenje in nadzorovanje energije - Načrtovanje in izvajanje - Načela za
zbiranje podatkov o energiji
Energy measurement and monitoring plan - Design and implementation - Principles for
energy data collection
Plan für die Energiemessung und -überwachung für Organisationen - Gestaltung und
Umsetzung
Plan de mesure et de surveillance de l'énergie - Conception et mise en oeuvre -
Principes pour la collecte des données énergétiques
Ta slovenski standard je istoveten z: EN 17267:2019
ICS:
03.100.01 Organizacija in vodenje Company organization and
podjetja na splošno management in general
27.010 Prenos energije in toplote na Energy and heat transfer
splošno engineering in general
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EUROPEAN STANDARD
EN 17267
NORME EUROPÉENNE
EUROPÄISCHE NORM
August 2019
ICS 27.010
English version
Energy measurement and monitoring plan - Design and
implementation - Principles for energy data collection
Plan de mesure et de surveillance de l'énergie - Plan für die Energiemessung und -überwachung für
Conception et mise en oeuvre - Principes pour la Organisationen - Gestaltung und Umsetzung
collecte des données énergétiques
This European Standard was approved by CEN on 12 May 2019.

CEN and CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for
giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical
references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to
any CEN and CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN and CENELEC member into its own language and notified to the CEN-CENELEC
Management Centre has the same status as the official versions.

CEN and CENELEC members are the national standards bodies and national electrotechnical committees of Austria, Belgium,
Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy,
Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia,
Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United Kingdom.

CEN-CENELEC Management Centre:
Rue de la Science 23, B-1040 Brussels
© 2019 CEN/CENELEC All rights of exploitation in any form and by any means Ref. No. EN 17267:2019 E
reserved worldwide for CEN national Members and for
CENELEC Members.
Contents Page
European foreword . 3
Introduction . 4
1 Scope . 5
2 Normative references . 5
3 Terms and definitions . 5
3.1 Definitions related to energy management systems . 5
3.2 Definitions related to energy measurement and monitoring . 7
3.3 Symbols and abbreviations . 10
4 General characteristics of a measurement and monitoring plan . 10
4.1 Purpose of a measurement and monitoring plan . 10
4.2 Relation between the measurement and monitoring plan and the measurement
system . 11
4.3 Process to maintain the measurement and monitoring plan . 11
5 The stages of a measurement and monitoring plan . 12
5.1 General. 12
5.2 Stage 1: Define context, objectives and constraints . 13
5.3 Stage 2: Assess the existing situation . 16
5.4 Stage 3: Prioritize the actions to improve the measurement system . 24
5.5 Stage 4: Implement the measurement system . 26
5.6 Stage 5: Use the measurements data . 29
5.7 Stage 6: Maintain the measurement system . 31
Annex A (informative) Example of the scope of a measurement plan: organization, sites,
zones, energy uses . 33
Annex B (informative) Levels of the measurement system . 34
Annex C (informative) Examples of levels for various sectors . 41
Annex D (informative) Example of synthesis per type of energy and use (case of a boiler
plant) . 42
Annex E (informative) Topological and functional graph . 44
Annex F (informative) Notions of accuracy, precision and stability . 47
Annex G (informative) Example of an information architecture of the measurement
system . 49
Annex H (informative) Metrological maintenance recommendations, applicable to
electrical and fluid measurements . 51
Bibliography . 53

European foreword
This document (EN 17267:2019) has been prepared by CEN/CLC/JTC 15 “Energy measurement plan for
organizations”, the secretariat of which is held by AFNOR.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by January 2020, and conflicting national standards shall
be withdrawn at the latest by January 2020.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
According to the CEN-CENELEC Internal Regulations, the national standards organisations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia,
Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France,
Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands,
Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
the United Kingdom.
Introduction
Existing energy management standards often refer to the measurement of energy as an important
improvement of energy performance, but do not detail how a measurement and monitoring plan should
be designed and implemented:
— EN 16247-1:2012, Energy audits: in specific cases an energy audit requires to get specific data
measurement (§ 5-2 b) 5-3, 5-5). An energy measurement plan has to be set up in order to collect
this data. But there are no guidelines given on how to design or implement an energy measurement
plan: The future standard will help to fulfil this step;
— EN 15900:2010, Energy Efficiency Services: the energy efficiency service has to be based on collected
data (4-1 b). If there is not available or reliable data an energy measurement plan is needed;
— ISO EN 50001:2018 states in 6-6: "The organization shall define and implement an energy data
collection plan appropriate to its size, its complexity, its resources and its measurement and
monitoring equipment. The plan shall specify the data necessary to monitor the key characteristics
and state how and at what frequency the data shall be collected and retained." EN 17267 provides
principles for the design and implementation of an energy data collection plan;
— ISO 50006:2014, "Energy management systems — Measuring energy performance using energy
baselines (EnB) and energy performance indicators (EnPI) — General principles and guidance",
provides some recommendation related to measurement (§ 4.2.6.2);
— ISO EN 50015:2014, describes the process of "Measurement and verification" (M & V) to help
organizations determine and validate in a systematic way the improvement of its energy
performance, within specified boundaries. As can be seen in Clause 5.2 [h) k) l) m)], the M&V process
relies upon a number of measurements, without giving the methodology on how to organize the
measurement. To ensure the quality of these measurements (reliability, accuracy as well as
appropriateness) a "measurement plan" is needed.
The measurement and monitoring plan should be considered as a tool to facilitate the operational
implementation of those cited standards.
1 Scope
This document specifies the requirements and principles for the design and implementation of an energy
measurement and monitoring plan for an organization in order to improve its energy performance. The
measurement and monitoring plan defines a measurement system for monitoring and analysing the
energy performance of an organization, taking into account its influencing factors.
This document applies to all forms of energy, to all energy uses and to all types of organizations. It does
not apply to domestic dwellings.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 50001:2018, Energy management systems — Requirements with guidance for use
ISO 50006:2014, Energy management systems — Measuring energy performance using energy baselines
(EnB) and energy performance indicators (EnPI) — General principles and guidance
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1 Definitions related to energy management systems
3.1.1
energy management system
EnMS
set of interrelated or interacting elements of an organization to establish an energy policy, objectives,
energy targets, action plans, and process(es) to achieve the objectives and energy targets
[SOURCE: ISO 50001:2018]
3.1.2
energy performance indicator
EnPI
measure or unit of energy performance, as defined by the organization
Note 1 to entry: EnPI(s) can be expressed by using a simple metric, ratio, or a model.
Note 2 to entry: See ISO 50006 for additional guidance.
[SOURCE: ISO 50001:2018]
3.1.3
energy performance improvement
improvement in measurable results of energy efficiency, or energy consumption related to energy use,
compared to the energy baseline
[SOURCE: ISO 50001:2018]
3.1.4
energy baseline
EnB
quantitative reference(s) providing a basis for comparison of energy performance
Note 1 to entry: An energy baseline is based on data from a specified period of time and/or conditions, as defined
by the organization.
Note 2 to entry: One or more energy baselines are used for determination of energy performance improvement, as
a reference before and after, or with and without implementation of energy performance improvement actions.
Note 3 to entry: See ISO 50015 for additional information on measurement and verification of energy performance.
Note 4 to entry: See ISO 50006 for additional information on EnPIs and EnBs.
3.1.5
energy management team
person(s) with responsibility and authority for effective implementation of an energy management
system and for delivering energy performance improvement
[SOURCE: ISO 50001:2018 modified:note 1 was deleted]
3.1.6
relevant variable
quantifiable factor that impacts energy performance and routinely changes
EXAMPLE Weather condition, operating condition (indoor temperature, light level), working hours,
production throughput.
[SOURCE ISO 50001:2018]
3.1.7
static factor
identified factor that impacts energy performance and doesn’t routinely change
EXAMPLE 1 Examples of static factors can include facility size, design of installed equipment. To be completed.
EXAMPLE 2 A example of a change in static factor could be a change in a manufacturing process raw material
from aluminium to plastic and may lead to a non-routine adjustment.
[SOURCE ISO 50001:2018]
3.1.8
influencing factor
factor that has an influence on energy performance, either a relevant variable or a static factor
3.1.9
boundary
physical or sit
...

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