SEP Performance Verifier
About The Superior Energy Performance® (SEP™) program
The Superior Energy Performance® (SEP™) program was designed to drive systematic energy performance improvement across the U.S. manufacturing and commercial buildings sectors—significantly reducing energy use and carbon emissions. It was developed with active participation by industry members of the U.S. Council for Energy-Efficient Manufacturing (U.S. CEEM) and is currently administered by the U.S. Department of Energy (DOE). Audits are performed only by SEP Verification Bodies accredited by the American National Standards Institute (ANSI)-ASQ National Accreditation Board (ANAB). DOE provides recognition to facilities certified to SEP.
About SEP Performance Verifier Certification
The following information applies to the SEP Performance Verifier. The scope of which includes the following:
- Reviews and evaluates calculations supporting a client’s application of the SEP Industrial Sector M&V Protocol and SEP Industrial Scorecard.
- Verifies the input data on which the client’s M&V Protocol and SEP Industrial Sector Scorecard are based.
- Evaluates the client’s energy performance claims.
- Works with the audit team to communicate and justify the audit findings related to energy improvement calculations.
Certification to SEP Performance Verifier is sector-specific. Candidates must meet the sector-specific academic and experience requirements, and pass the sector-specific examination for the sector for which certification is being sought.
IEnMP has clarified its policy in response to the SEP Administrator interpretation regarding the certification of Commercial Buildings to SEP. The SEP Administrator has concluded that the current SEP program, standards, protocols, and application can be effectively used by Commercial Buildings (ISO 50003 – Buildings and Building Complexes) for certification to SEP.
Therefore, IEnMP deems that individuals currently qualified as SEP Performance Verifiers (PV) – Industrial have demonstrated that they meet the competencies for the technical areas defined by ISO 50003 or ANSI/MSE 50028. In addition, the current SEP PV exam requires competence in the SEP standards and protocols developed for industry that are now being applied for Commercial Buildings per SEP Program Administrator interpretation dated May 5, 2015. In alignment with this interpretation, the SEP PV credential is appropriate for auditing SEP industrial and commercial candidate facilities until such time as the IEnMP issues additional competency requirements and the appropriate transition plan.
Candidates may appeal the results of eligibility determination or the examinations within 30 days of the date of receipt of the results. The written appeal must include the stated appeal, the reason for the appeal (including relevant supporting materials), and appellant’s day phone number. The appeal should be submitted to support@IEnMP.org, which will result in a case number for tracking purposes. The appeal will be submitted to the IEnMP Appeals Board in accordance with standard operating procedures. The Appeals Board or its representative shall notify the IEnMP Certification Director and the Executive Committee of the decision within 14 days from the Appeals Board determination. The IEnMP Certification Director will have the responsibility to communicate the Appeals Board decision to the appellant.
The SEP Performance Verifier Certification is ANSI/ISO/IEC 17024 accredited.
The exam fee for SEP Performance Verifier is $495. There is no application fee.
In order to be eligible for the SEP Performance Verifier Certification, the applicant must be CP EnMS certified in the sector being sought, and qualify in one of the following two areas:
|Option||Academic Credentials||Combined Energy Management and / or ISO MS Experience|
|1||P.E., CEM, IAC Certificate with four-year engineering degree.||3 Years|
|2||Four-year degree in energy management, engineering, architecture, science or math||4 Years|
|3||Non-STEM (Science, Technology, Engineering or Math) four-year degree; |
No four-year degree
|6 Years *|
* NOTE: For Option 3, two of the six years of experience must include measurement and verification practice. This experience can include either third party or internal measurement and verification of energy performance. The candidate should identify which measurement and verification methodologies they used to verify the energy performance claims or energy savings for specific projects, whole facilities, or organizations. The candidate should describe their role in applying these measurement and verification methodologies.
Current Training Courses
Our training partner, GA Tech currently offers training at this time.
SEP Performance Verifier Exam Preparation
The scope of the SEP Performance Verifier exam encompasses the following:
- Review and evaluate calculations supporting a client’s application of the SEP Industrial Sector M&V Protocol and SEP Industrial Scorecard.
- Verify the input data on which the client’s M&V and Scorecard calculations are based.
- Evaluate the client’s energy performance claims.
- Work with the audit team to communicate and justify the audit findings related to energy improvement calculations.
The following references and materials are provided during the exam:
- ISO 50001:2011 Energy Management Systems – Requirements with Guidance for use
- MSE 50028:2012
- ANSI/MSE 50021:2013 SEP Additional Requirements for Energy Management Systems
- SEP Measurement and Verification Protocol for Industry
- SEP Industrial Facility Best Practice Scorecard
- SEP Certification Protocol
- Scratch paper, pencils, and calculator
The following section summarizes the body of knowledge covered on the SEP Lead Auditor exam:
- Review and analyze the energy review (not an audit or a review of the process, but a review of the data)
- Review analysis of energy use data
- Review and confirm energy source data
- Verify the methodology used to identify significant energy uses and energy consumption meets SEP requirements
- Verify primary energy conversion factors used for derived energy streams
- Verify the baseline energy performance period is in conformance with the SEP M&V Protocol
- Determine if the variables (key characteristics) identified are reasonable
- Verify that the energy baseline has been calculated correctly and is reasonable
- Verify calculations of adjusted consumption after accounting for changes in conditions between baseline and reporting periods determine if adjustments to consumption are reasonable
- Evaluate relevance of variables to energy use
- Evaluate data quality to support use in energy performance calculations
- Verification of measurement plan to ensure it is being used to determine performance of the system and that the information is used to evaluate significant deviations
- Validate a model – Understand variables included in the model and determine if the variables are applicable and if variables are missing
- Is the modeling form chosen appropriate and valid
- Is the adjustment model application method (Forecast, Backcast, Chaining , Standard Conditions methods, or approved method) applied in accordance with the protocol
- Verify the adjustments made are correctly and they were needed iv. Are the variables statistically valid (testing validity)
- Validate quantitative range of model predictor variables vi. Validate quantitative range of other quantifiable conditions not included in the model
- Understand variables excluded from the model viii. Understand time periods for data included in the model ix. Verify the model is valid for all operating modes
- Understand when the SEP Administrator has to pre-approve a model (knowledge)
- Verify all energy sources i. Verify accounting of pass-through energy sources ii. Verify on-site production of electricity iii. Verify over-the-fence derived energy sources and source energy conversion iv. Verify total source energy consumption calculations
- Understand data screening
- Validate qualitative factors
- Knowledge of SEP modeling tools
- Knowledge of how to deal with minor things in verification that might not show up in baseyear
- Verify that the SEP M&V protocol has been applied correctly in determining relevant variables, establishing a baseline, and determining SEP energy performance
- Verifying that an appropriate Adjustment Option for calculating the SEnPI had been applied
- Verifying that an appropriate statistical modeling option for the facility and the relevant variables has been applied
- Verify validity of variables included in the models and the validity of variables excluded from the models in accordance with the test criteria in the SEP M&V Protocol
- Understand that savings are large vs. small compared to model standard error
- Understand how to cope with statistical problems and noise relative to savings
- Understand list of what needs to be reviewed – requirements for SEP reporting
- Static factors – understand how to deal with
- Understand consistency between the inputs and outputs in models
- Identify model inputs and outputs
- Understand inputs and output of statistical programs/applications
- Know how to apply SEP M&V protocol required equations
- Identify independent linear variables
- Test for linearity
- Verify that variables used in the models can reasonably be expected to be significant drivers of the energy use being modeled
- Verify that variables not used in the models which could reasonably be expected to be significant drivers of the energy use being modeled have been examined for inclusion in the models
- Verify that coefficients used in the models are reasonable
- Calculate and understand the significance, p-value and know how to interpret it in relation to SEP requirements
- Verify regression analysis
- Verify evaluation of future energy use related to operations
- Verify projection of future energy use related to operations
- Use of DOE tools for SEP calculations – prepare input, understand output, etc.
- Knowledge of the types of controls used
- How instrumentation and controls are used
- How to read instrumentation screens
- Understanding calibration and verifying calibration (for SEP requirements)
- Understanding energy metering
- Reviewing records of accuracy and repeatability
- Understanding how the measurement plan is used to obtain data on energy performance
- Understand general accuracy of meters
- Define and verify that continuous and periodic monitoring was used appropriately
- Evaluate energy data reliability for its suitability for its intended purpose– accuracy, precision, repeatability
- Verify appropriateness of data integration and reconciliation
- Verify calibration and its contribution to data accuracy
- Verifying and using energy and product data coming from accounting and shipping information systems
- Recognition that all appropriate data sources have been included
- Verify claims of improved data collection and analysis systems and submetering
- Verify claims of EnPI updating
- Verify claims of benchmarking
- Verify facility energy balance claims
- Verify cost center claims
- Verify facility energy balance
- Verify claims for improved identification on significant energy uses and EnPI development
- Verify claims of improved design and procurement practices
- Verify claims of improved repair and replacement policy
- Verify claims of demand optimization
- Verify claims of improved corrective and preventive actions
- Verify claims of energy performance improvement including:
- Systems [Compressed air, process heating, steam systems, pumping systems, fan systems, HVACR systems, process cooling systems, combined heat & power, lighting, building envelope
- Renewable energy
- Superior performance with benchmarks
- Carbon emissions
- Other innovations
- Verifying energy performance improvement from systems [Compressed air, process heating, steam systems, pumping systems, fan systems, HVACR systems, process cooling systems, combined heat & power, lighting, building envelope] i. Know relationship between components and system
- Considering a representative sample of energy performance improvement actions taken, verify that the claimed SEP savings threshold could reasonably been achieved by the sum of the energy performance actions taken are achieved by review of the calculations and M&V methodology i. Process models: are they being applied properly
- Contrast requirements from a finding
- Isolate evidence
- Identify what standards/requirements applies
- Knowledge of difference between being an auditor versus a consultant
- Knowledge of what records to keep as part of the audit
- Materiality – know which processes/calculations you will sample/audit
- Understand diminishing returns for audit detail
- Understand the protocol for working with the team in front of the client and working with the client staff
- Know how you ask questions during an audit
The IEnMP policy for awarding the SEP Performance Verifier recertification is to allow Certificants five (5) years from the date of certification to meet the recertification requirements, which are:
- Adhering to the IEnMP Standards of Professional Practice.
- Maintaining the CP EnMS certification.
- Fulfilling the skills requirement.
- Receiving payment of required annual fees and verifying contact information.
- Remaining current with any changes to normative references that may impact the SEP Performance Verifier Scheme.
IEnMP Standards of Professional Practice
Regardless of any other professional affiliation, these IEnMP Standards of Professional Practice apply to those individuals applying for certification (Candidates) or certified by IEnMP (Certificants). The IEnMP Standards of Professional Practice establish appropriate and enforceable professional conduct standards and explain the minimal ethical behavior requirements for Candidates and Certificants.
As a Certificant or Candidate, the IEnMP Standards of Professional Practice should guide work with any client. In these Standards of Professional Practice, the term “client” includes any other individual or individuals with whom the Candidate or Certificant interacts.
The IEnMP Standards of Professional Practice are as follows:
- Conduct my business and/or professional activities with honesty and integrity.
- Represent my certifications and qualifications honestly and accurately.
- Strive to maintain and improve my professional knowledge and competence through regular self-assessments and continuing education or training.
- Act in a manner free of bias and discrimination against clients or customers.
- Maintain the privacy of individuals and confidentiality of information obtained in the course of my duties unless disclosure is required by a legal authority.
- Follow all certification policies, procedures, guidelines and requirements of IEnMP.
- Act in accordance with all applicable national and local laws and regulations, which include all applicable business, employment, copyright, and intellectual-property laws.
Maintain CP EnMS Certification
To retain the SEP Performance Verifier certification the Certificant is required to have an active IEnMP Certified Practitioner in Energy Management Systems (CP EnMS) certification.
Certificants are required to complete a minimum of five (5) SEP performance verification engagements throughout the five year recertification cycle. The engagements may apply to the development, implementation or auditing of a valid SEP model and must be conducted as a SEP Performance Verifier.
The fees are $25 per year, paid annually. Contact information will be updated when payment is received.
Normative Reference Changes
The list of relevant normative references is provided above under Exam Preparation.
These normative references are subject to change, and may impact the SEP Performance Verifier scheme. As a result, the Certificant is required to remain current with any updates to the SEP Performance Verifier certification. These updates may include a new certification exam or a bridge exam reflecting revisions to the normative references or other requirements as defined by the industry.