Certified Senior Energy Efficiency Expert (CSEE) Training Course

 Module 1: Introduction to Energy Management and Audit Standards

ü  Global and local energy efficiency expert training regulations and policies

ü  Types of energy audits: Walk-through, Preliminary, and Investment-Grade (Level 3)

ü  Introduction to ASHRAE, ISO 50002, and other audit standards

ü  Energy units, terminology, and energy balance concept

ü  Practical Session: Defining the scope and objectives for a Level 3 energy efficiency assessment training

 

 Module 2: Energy Audit Instrumentation and Measurement

ü  Essential tools: Power analyzers, thermal cameras, air flow meters, ultrasonic leak detectors

ü  Principles of reliable data logging and sampling

ü  Calibration and accuracy requirements for audit instruments

ü  Safety procedures during on-site measurement

ü  Practical Session: Hands-on practice with power quality meters and data logging setup

 

Module 3: Utility Data Analysis and Baseline Development

ü  Analyzing energy bills and tariffs (demand, consumption, power factor)

ü  energy efficiency assessment training: Creating energy intensity metrics and benchmarking against peers

ü  Regression analysis for establishing the energy baseline and weather normalization

ü  Identifying baseload, seasonal variations, and peak demand drivers

ü  Practical Session: Developing an energy baseline model using statistical software

 

Module 4: Building Envelope and Thermal Load Assessment

ü  Heat transfer principles (conduction, convection, radiation)

ü  Assessment of walls, roofs, windows, and insulation effectiveness

ü  energy efficiency expert training: Using thermal imaging to identify heat loss/gain and air infiltration

ü  Calculating heating and cooling load reduction potential

ü  Practical Session: Simulating the energy impact of envelope upgrades (e.g., window replacement)

 

 Module 5: Advanced HVAC System Efficiency and Optimization

ü  Auditing chiller, boiler, and air handling unit (AHU) performance

ü  Principles of optimal control strategies (e.g., reset schedules, economizers)

ü  energy efficiency assessment training: Assessing duct leakage and ventilation efficiency

ü  Variable Frequency Drive (VFD) applications and savings calculation

ü  Practical Session: Calculating the energy savings from optimizing a chilled water loop

 

 Module 6: Boiler and Steam System Efficiency

ü  Combustion analysis and maximizing boiler efficiency (excess air, blowdown)

ü  Steam trap auditing and maintenance programs

ü  Insulation requirements for pipes and vessels

ü  Flash steam recovery and condensate return optimization

ü  Practical Session: Performing a boiler efficiency calculation and loss breakdown

 

 Module 7: Pumping and Fan System Optimization

ü  The Fan and Pump Affinity Laws and their application in energy efficiency expert training

ü  System curve analysis and optimizing for partial loads

ü  VFD application on pumps and fans for flow control

ü  Hydraulic balancing and system de-bottlenecking

ü  Practical Session: Calculating energy savings from VFD installation on a constant-flow pump

 

Module 8: Compressed Air System Audit and Savings

ü  energy efficiency assessment training: Auditing compressor performance (FAD, specific power)

ü  Identifying and quantifying air leaks using ultrasonic detectors

ü  Optimizing air storage, sequencing, and control strategies

ü  Heat recovery opportunities from air compressors

ü  Practical Session: Using a sample log to calculate the cost of air leaks and optimization potential

 

Module 9: Motor and Drive System Efficiency

ü  Principles of NEMA Premium Efficiency Motors and their economic justification

ü  Motor management programs (rewind vs. replacement analysis)

ü  Power quality issues and harmonic distortion effects on motor efficiency

ü  energy efficiency expert training: Sizing motors correctly for the application load

ü  Practical Session: Performing an economic analysis for standard vs. premium motor replacement

 

 Module 10: Lighting System Audit and Upgrades

ü  energy efficiency assessment training: Principles of light quality, foot-candle measurement, and glare control

ü  LED lighting technology and comparison with traditional sources

ü  Advanced lighting controls: Occupancy sensors, daylight harvesting, and scheduling

ü  Calculating lighting power density (LPD) and compliance

ü  Practical Session: Designing a lighting retrofit plan and calculating payback period

 

 Module 11: Renewable Energy Integration and Feasibility

ü  Feasibility analysis for solar PV and solar thermal systems

ü  Economic modeling of power purchase agreements (PPAs)

ü  Grid connection and net metering considerations

ü  energy efficiency expert training: Integrating battery energy storage systems (BESS)

ü  Practical Session: Determining the optimal size and financial viability of a rooftop PV system

 

 Module 12: Waste Heat Recovery and Cogeneration (CHP)

ü  Identifying and characterizing waste heat sources

ü  Technologies for heat recovery (heat exchangers, heat pumps)

ü  Feasibility study for Combined Heat and Power (CHP) systems

ü  energy efficiency assessment training: Calculating overall system efficiency for CHP

ü  Practical Session: Sizing a heat exchanger for a specific process waste stream

 

 Module 13: Water Efficiency and Utility Management

ü  Auditing process water usage and identifying conservation opportunities

ü  Water-energy nexus: Savings from reduced water heating and pumping

ü  Cooling tower water treatment and efficiency

ü  Implementing a water management plan

ü  Practical Session: Calculating energy savings associated with reduced hot water use

 

Module 14: Financial Analysis of Energy Conservation Measures (ECMs)

ü  Time value of money and discount rate calculation

ü  Key financial metrics: Simple Payback Period, Net Present Value (NPV), Internal Rate of Return (IRR)

ü  energy efficiency expert training: Sensitivity analysis and risk assessment for ECMs

ü  Identifying and applying for available financing and incentive programs

ü  Practical Session: Building a comprehensive financial model for three prioritized ECMs

 

 Module 15: Measurement and Verification (M&V) Protocols

ü  Introduction to the International Performance Measurement and Verification Protocol (IPMVP)

ü  The four Options of M&V (A, B, C, D) and selection criteria

ü  Developing a robust M&V Plan and post-installation monitoring

ü  energy efficiency assessment training: Statistical methods for determining savings uncertainty

ü  Practical Session: Drafting an M&V Plan for a lighting retrofit project using IPMVP Option A

 

 Module 16: Energy Management Systems (EnMS) - ISO 50001

ü  Overview of the ISO 50001 standard and its Plan-Do-Check-Act cycle

ü  Establishing the Energy Policy and Energy Review

ü  Identifying Significant Energy Uses (SEUs) and Energy Performance Indicators (EnPIs)

ü  Auditing and certifying an EnMS

ü  Practical Session: Mapping organizational structure to ISO 50001 requirements

 

 Module 17: Developing the Final Energy Audit Report

ü  Structuring the investment-grade energy efficiency assessment training report

ü  Effective presentation of technical findings and financial results

ü  Prioritizing ECMs based on cost-effectiveness and organizational impact

ü  Report writing techniques for maximum impact on decision-makers

ü  Practical Session: Review and critique of sample audit reports and drafting key sections

 

Module 18: Case Study: Full Investment-Grade Audit Project

ü  Integration of all course modules into a single, complex industrial case study

ü  energy efficiency expert training: Role-playing the audit process from site visit to final presentation

ü  Team development of a complete energy management action plan

ü  Peer review and expert feedback on the final audit package

ü  Practical Session: Delivering the final audit findings and recommendations to the "client" (instructor/peers)

About Our Trainers

 

Our trainers are highly accomplished, globally certified energy efficiency experts with an average of 18 years of experience leading complex industrial and commercial energy efficiency assessment training projects. They hold advanced certifications such as Certified Energy Manager (CEM), Certified Measurement and Verification Professional (CMVP), and ISO 50001 Lead Auditor. Their practical background includes conducting hundreds of Level 3 investment-grade audits, implementing multi-million dollar Energy Performance Contracts (EPCs), and providing regulatory compliance consulting. They combine academic rigor with real-world application, ensuring participants gain practical, immediately implementable skills in energy efficiency expert training.

 

📜 Quality Statement

 

Phoenix Center for Policy, Research and Training is dedicated to delivering world-class energy efficiency assessment training. Our energy efficiency expert training curriculum is rigorously developed and continually updated to align with international standards, including ASHRAE, ISO 50000 series, and IPMVP. We commit to a teaching approach that emphasizes hands-on mastery of technical analysis and financial modeling, ensuring graduates are prepared to immediately lead complex energy projects. Our commitment to excellence is supported by our NITA approval, confirming the high quality and reimbursable value of our professional programs.

 

Tailor-Made Courses

We understand that every organization has unique challenges and opportunities as well as unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives.

We can customize this Course to focus on your industry (e.g., specific manufacturing processes, large commercial portfolios), specific risk profile, or internal stakeholder dynamics. Contact us to discuss how we can create a bespoke training program that maximizes value and impact for your team. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

ü  Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

ü  What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

ü  Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

ü  The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

ü  Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training. Or call us on +254720272325 / +254737296202

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

ü  Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.

ü  Invoice: We can send a bill directly to you or your company.

ü  Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

ü  Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

ü  Participants may cancel attendance 14 days or more prior to the training commencement date.

ü  No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Accommodation and Airport Transfer

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202