SIST EN 17267:2019

SLOVENSKI STANDARD
oSIST prEN 17267:2018
01-september-2018
1DþUW]DPHUMHQMHHQHUJLMHLQQDG]RURYDQMHRUJDQL]DFLM1DþUWRYDQMHLQL]YDMDQMH
Energy measurement and monitoring plan for organisations - Design and implementation
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
Ta slovenski standard je istoveten z: prEN 17267
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
oSIST prEN 17267:2018 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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EUROPEAN STANDARD
DRAFT
prEN 17267
NORME EUROPÉENNE

EUROPÄISCHE NORM

June 2018
ICS 27.010

English version

Energy measurement and monitoring plan for
organisations - design and implementation
Plan de mesure et de surveillance de l'énergie - Plan für die Energiemessung und -überwachung für
Conception et mise en oeuvre Organisationen - Gestaltung und Umsetzung
This draft European Standard is submitted to CEN members for enquiry. It has been drawn up by the Technical Committee
CEN/CLC/JTC 15.

If this draft becomes a European Standard, 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.

This draft European Standard was established by CEN and CENELEC 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, 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 United Kingdom.

Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are
aware and to provide supporting documentation.Recipients of this draft are invited to submit, with their comments, notification
of any relevant patent rights of which they are aware and to provide supporting documentation.

Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without
notice and shall not be referred to as a European Standard.














CEN-CENELEC Management Centre:
Rue de la Science 23, B-1040 Brussels
© 2018 CEN/CENELEC All rights of exploitation in any form and by any means Ref. No. prEN 17267:2018 E
reserved worldwide for CEN national Members and for
CENELEC Members.

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Contents Page
European foreword . 3
Introduction . 4
4.1 Purpose of a measurement and monitoring plan . 9
4.2 Relation between the measurement and monitoring plan and the measurement
system . 9
4.3 Process to maintain the measurement and monitoring plan . 10
5.1 General. 10
5.2 Stage 1: Define context, objectives and constraints . 12
5.3 Stage 2: Assess the existing situation . 15
5.4 Stage 3: Prioritize the actions to improve the measurement system . 23
5.5 Stage 4: Implement the measurement system . 25
5.6 Stage 5: Use the measurements data . 28
5.7 Stage 6: Maintain the measurement system . 30
Annex A (informative) Example of the scope of a measurement plan: organization, sites,
zones, energy uses . 31
Annex B (informative) Levels of the measurement system . 32
Annex C (informative) Examples of levels for various sectors . 38
Annex D (informative) Example of synthesis per type of energy and use (case of a boiler
plant) . 40
Annex E (informative) Topo-functional graph and equipment description . 42
Annex F (informative) Notions of accuracy, precision and stability . 45
Annex G (informative) Example of an information architecture of the measurement system . 46
Annex H (informative) Metrological maintenance recommendations, applicable to
electrical and fluid measurements . 47
Bibliography . 48

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European foreword
This document (prEN 17267:2018) has been prepared by Technical Committee JWG 9 “Energy
measurement plan for organizations”, the secretariat of which is held by AFNOR.
This document is currently submitted to the CEN Enquiry.
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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 plan should be
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 50001:2011 states in 4-6-1: “an energy measurement plan appropriate to the size and
complexity of the organization and its monitoring and measurement equipment shall be defined
and implemented”. But there are no guidelines given on how to design or implement an energy
measurement plan: The future standard will help to fulfil this requirement.
— ISO EN 50015:2014 describes the process of “Measurement and verification” (M and 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.
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1 Scope
This document specifies the requirements and methodology 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 factors that influence its
operations.
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 50006, 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
measurement
process that consists in physically obtaining one or more values which can be reasonably assigned to a
quantity
Note 1 to entry: to entry: Measurements do not apply to qualitative properties.
Note 2 to entry: to entry: A measurement implies the comparison of quantities, including the counting of entities.
[SOURCE: ISO/IEC GUIDE 99:2011, modified. Deletion of the NOTE 3]
3.2
device
material element or assembly of such elements intended to perform a required function
Note 1 to entry: to entry: A device may form part of a larger device.
[SOURCE: ISO/IEC GUIDE 99:2011]
3.3
measuring device
device intended to be used for taking measurements, alone or combined with one or more auxiliary
devices
[SOURCE: ISO/IEC GUIDE 99:2011]
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3.4
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 DIS 50001:2017]
3.5
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 DIS 50001:2017]
3.6
measurement point
location of the sensing function(s) of a measuring device
3.7
measurement system
set of measuring devices, means of reading and recording time-stamped values resulting from the
measurement, and the means of utilizing these values
[SOURCE: ISO/IEC GUIDE 99:2011, modified. Deletion of the qualifier “complete”. Replacement of
“measuring instruments” by “measuring devices”. Replacement of “other equipment” by “means of time-
stamped reading and recording and means of utilizing these values”]
3.8
measurement and monitoring plan
all tasks organized in time including the design, setting up, utilization, maintenance and improvement of
a measurement system and its monitoring functions
3.9
metering
continuous integration of quantities measured as a function of time
Note 1 to entry: to entry: The integration can be carried out on a measurement of active or reactive electrical
power, volume of fluid, number of parts, etc.
3.10
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 50015:2014]
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3.11
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 50015:2014]
3.12
influencing factor
either a relevant variable or a static factor
3.13
monitoring
continuous evaluation of measurements or signals, with the aim of reporting potential system
malfunctions and possibly to provide alarm indications
Note 1 to entry: to entry: Examples of measurements to monitor in an electrical installation are the power factor,
voltage, harmonics, etc.
3.14
parameter to monitor
parameter that is not directly related to energy but which can influence the energy distribution and
energy performance in an installation
EXAMPLE Level of harmonics or power factor in an electrical installation, outgoing pressure and dryness
fraction for a steam production plant, etc.
3.15
boundary
physical or site limits and/or organizational limits as defined by the organization
[SOURCE: ISO 50001:2011]
3.16
zone
geographical or functional space defining a part of the organization
2
Note 1 to entry: to entry: Examples: a zone can be a kitchen (function), or a storage area of 5 000 m (surface
3
area) or a building of 10 000 m (volume space).
3.17
significant energy use
energy use accounting for substantial energy consumption and/or offering considerable potential for
energy performance improvement
[SOURCE ISO 50001:2011]
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3.18
measurement accuracy
closeness of agreement between a measured quantity value and a true quantity value of a measurand
NOTE 1 to entry: The concept ‘measurement accuracy’ is not a quantity and is not given a numerical quantity
value. A measurement is said to be more accurate when it offers a smaller measurement error.
NOTE 2 to entry: The term “measurement accuracy” should not be used for measurement trueness and the term
measurement precision should not be used for ‘measurement accuracy’, which, however, is related to both these
concepts.
NOTE 3 to entry: ‘Measurement accuracy’ is sometimes understood as closeness of agreement between measured
quantity values that are being attributed to the measurand.
[SOURCE: ISO/IEC GUIDE 99:2011]
3.19
measurement repeatability
measurement precision under a set of repeatability conditions of measurement
[SOURCE: ISO/IEC GUIDE 992011]
3.20
repeatability condition
condition of measurement, out of a set of conditions that includes the same measurement procedure,
same operators, same measuring system, same operating conditions and same location, and replicate
measurements on the same or similar objects over a short period of time
Note 1 to entry: to entry: A condition of measurement is a repeatability condition only with respect to a specified
set of repeatability conditions.
Note 2 to entry: to entry: In chemistry, the term “intra-serial precision condition of measurement” is sometimes
used to designate this concept.
[SOURCE: ISO/IEC GUIDE 99:2011]
3.21
uncertainty
non-negative parameter characterizing the dispersion of the quantity values being attributed to a
measurand, based on the information used add the examples
[SOURCE: ISO/IEC GUIDE 992011]
3.22
sensitivity
quotient of the change in an indication of a measuring system and the corresponding change in a value
of a quantity being measured
Note 1 to entry: to entry: Sensitivity of a measuring system can depend on the value of the quantity being
measured.
Note 2 to entry: to entry: The change considered in a value of a quantity being measured must be large compared
with the resolution.
[SOURCE: ISO/IEC GUIDE 99:2011]
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4 General characteristics of a measurement and monitoring plan
4.1 Purpose of a measurement and monitoring plan
The purpose of the measurement and monitoring plan is to design, apply, use and maintain the
measurement system which enables the organization to:
— measure the energy performance to ascertain that it complies with the targets;
— analyse the causes of potential drifts in energy consumption;
— monitor the relevant parameters of the installation;
— sustain the efficiency gains made over time;
— identify potential improvements
4.2 Relation between the measurement and monitoring plan and the measurement
system
A measurement system brings together the elements described in Figure 1, according to the needs of
the organization:

Figure 1 — Description of a measurement system
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4.3 Process to maintain the measurement and monitoring plan
The implementation of the measurement and monitoring plan is an iterative process.
The organization shall put in place a periodic review of its plan in order to reach its objectives.
5 The stages of a measurement and monitoring plan
5.1 General
The organization shall carry out the stages 5.2 to 5.7 when putting in place a measurement and
monitoring plan, as described in the following figure:
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Figure 2 — The stages of a measurement and monitoring plan
The figure doesn’t imply a linear approach and users of the standard may loop back to a stage in an
iterative process.
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5.2 Stage 1: Define context, objectives and constraints
5.2.1 Objectives
— Ensure that the motivations, implications and objectives of organization are clearly defined;
— Ensure that the key characteristics of operations that determine energy performance are measured,
analysed and monitored at planned intervals;
— ensure that the organizational, technical and financial contexts will allow the creation and
maintenance of a measurement and monitoring plan.
5.2.2 Context of the measurement and monitoring plan
The measurement and monitoring plan is meant as a tool to help organizations to improve and monitor
their energy performance and support the verification of the savings.
The measurement and monitoring plan should be used for the implementation of an ISO 50001 energy
management system:
— an energy management system in ISO 50001 requires that the key characteristics of energy
performance are measured, monitored and analysed at regular intervals;
— “measurement and verification” (M&V) methods, as defined in ISO 50015, help the organization
determine and validate in a systematic way the improvement of its energy performance, within
specified boundaries. The M&V process relies upon a number of measurements. To ensure the
quality of these measurements (reliability, accuracy as well as appropriateness) a “measurement
and monitoring plan” is therefore needed.
The measurement and monitoring plan may support the use of other standards relative to energy
management, such as:
— energy audits (as described in EN 16247): an energy audit requires to get specific data
measurement;
— energy efficiency services (as described in EN 15900): an energy efficiency service has to be based
on collected data;
— etc.
However, an organization wishing to deploy a measurement and monitoring plan faces a number of
obstacles, including:
— the design of the plan, defining its content and its according to the needs and targeted objective;
— the evaluation of the cost/benefits of implementing the plan, acting as a decision-aid;
— the technical difficulties associated with the implementation of the plan.
5.2.3 Motivations of the organization
The organization shall design its measurement and monitoring plan such that it contributes to the
improvement of its energy performance.
By putting in place a plan, the organization may obtain benefits such as:
— improve the monitoring of energy consumptions;
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— detect anomalies or drifts;
— facilitate operation and maintenance;
— implement a proactive approach to improving energy performance;
— meet the legal requirements and other requirements relative to energy;
— implement the recommendations of the energy audits.
5.2.4 Boundaries of the measurement and monitoring plan
The organization shall define the boundaries of the measurement and monitoring plan, and more
specifically the sites and the zones.
NOTE 1 See Annex A for an explanation on the notion of zones.
NOTE 2 For electrical applications, another way to define boundaries is using the notion of mesh
(see IEC 60364-8-1)
5.2.5 End purpose of measurements
The organization shall define the end-purpose of each measurement within the measurement and
monitoring plan, such as:
— calculate an Energy Performance Indicator (EnPI) (as described in ISO 50006) and follow its
development over time;
— establish an energy baseline (as described in ISO 50006);
— verify the savings;
— monitor the energy performance of an equipment, a process or an installation.
Additional measurements of influencing factors are in the scope of the standard, to complete the
information provided by energy meters. Yet it should be verified that all the measuring points included
in the measurement and monitoring plan are intended to improve the energy performance of the
organization. Parameter measurements that have no direct or indirect influence on energy
consumption are not included in the boundaries of the energy measurement and monitoring plan.
5.2.6 Users of the plan
The organization shall identify the specific needs of each type of user of a measurement and monitoring
plan, including but not limited to:
— top management: defines the organization objectives relative to energy management in general and
energy measurement and monitoring in particular including the budget and priorities;
— energy manager: provides expertise related to energy management, at site or organizational level.
The measurement and monitoring plan is one of the tools he uses to implement an efficient energy
management system. The energy manager is responsible for making sure the scope of measured
data are consistent with energy management objectives;
— operating and maintenance staff: tasked with using the measurement system to check and ensure
efficient operation by taking corrective measures in the event of deviations in energy performance,
by eliminating energy losses and performing corrective and preventive maintenance to reduce
deterioration in energy performance. The operating and maintenance personnel can use the
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measurement and monitoring plan for the equipment, process or installation under their
responsibility;
— end-users: these users can include other corporate departments, business experts, contract
managers, EnMS auditors, customers, suppliers, regulating organizations, architects, facility
managers or any other user interested into the energy related data;
— installers and system integrators: are responsible for the design and setup of the measurement
system. They need to make sure the measurement system is working as expected by the plan. They
may be internal or external.
5.2.7 Budget
The organization shall define the budget allocated to the measurement and monitoring plan according
to its objectives and the energy issues at stake. The plan shall be validated by the financial sponsors in
the organization, to whom energy managers shall report on the progress of its practical
implementation.
5.2.8 Planning
The energy performance measurement plan may be implemented in steps according to priorities in
order to meet the organization's budgetary constraints and mitigate the project risks.
The organization shall put in place a schedule for the implementation of the measurement plan,
including the most important milestones of the project.
5.2.9 Resources
The organization shall identify the human and material resources necessary for the implementation of
the measurement plan, with the relevant expertise related to:
— design;
— installation;
— metrology;
— acquisition system or resources necessary for manual reading if necessary;
— storage and use of data;
— maintenance.
The organization shall clearly identify a responsible person for the measurement and monitoring plan
and ensure that he/she is competent and available.
The organization shall identify and verify the skills necessary for the application of the measurement
and monitoring plan by its personnel or its service providers.
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5.2.10 Criteria to asset the levels of the measurement system
The organization shall assess the appropriateness of its measurement system with respect to its needs.
Three levels (base, medium, high) are defined in Annex B. The levels shall be assessed in accordance
with the following six criteria:
— criterion 1: the ability to quantify the energy consumptions by zone and by energy use;
NOTE 1 The majority of the sites have consumption measurements at the points of delivery. These
measurements are used essentially for billing. Having sub-measurement by zone or by energy use allows finer
analysis and monitoring of energy consumptions and performance.
— criterion 2: the ability to acquire measuring points and relevant variables at a regular frequency;
NOTE 2 To analyse the trend of energy consumptions, the measuring point readings can be taken regularly.
The measuring points can be read manually by operators or automatically by remote reading. Remote reading
generally allows a larger number of measuring points to be read at a higher frequency while controlling costs.
NOTE 3 The identification and quantification of the influencing factors improves and refines the analysis of
variations in energy consumption and therefore in energy performance.
— criterion 3: the ability to transfer the measurement and relevant variables data;
NOTE 4 The time-stamped recording of the readings taken at regular intervals from the different measuring
points allows the detection of variations in energy consumption over time.
— criterion 4: the ability to store measurement and influencing factors data;
— criterion 5: the ability to analyse the collected data;
NOTE 5 Installation monitoring can reveal malfunctions that affect energy performance. To facilitate
monitoring, thresholds and alarms can be put in place on the monitoring parameters. The levels of the
measurement system on a zone, on an energy use or even a measuring point can differ according to the energy
issues at stake, the technical and economic constraints and its energy performance objectives.
— criterion 6: the ability to visualize data and the results from the analysis.
Annex C provides examples of assessment according to the six above-mentioned criteria.
5.2.11 Deliverables
The organization shall provide a note summarizing its objectives and its constraints, the organizational
structure adopted and the implementation schedule and budgets allocated to the measurement and
monitoring plan.
5.3 Stage 2: Assess the existing situation
5.3.1 Objectives
— Draw up the functional inventory (the needs, the data that shall be collected and why);
— draw up the technical inventory (the available data, tools, measurement devices and equipment).
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5.3.2 Preliminary analysis
The organization shall conduct a preliminary analysis of the existing information available in order to
define the energy issues at stake. The organization may carry this study via the collect and analysis of:
— energy bills;
— energy audits;
— buildings or plant design documentation (e.g. energy rating of the building);
— simulations (e.g. thermal simulation for a new building);
— existing measurement system documentation;
— or any other document that it may see fit for that purpose.
5.3.3 Zones
The organization shall determine the useful zones depending on its activity, such as:
— workshops (e.g. in the industry);
— rooms (e.g. in a hotel);
— floor (e.g. in a building);
— etc.
5.3.4 List of consumed energy
The organization shall carry out a list of energy consumed by the installations in each zone, in
accordance with Table 1.
Table 1— Example of li
...