SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Conduct an energy audit 
SAQA US ID UNIT STANDARD TITLE
263896  Conduct an energy audit 
ORIGINATOR
SGB Engineering 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Engineering and Related Design 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 6  Level TBA: Pre-2009 was L6  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard is for persons in the Engineering, Construction and Energy Sectors.

This unit standard will contribute to the full development of the learner within the engineering, construction and energy environment by providing recognition, further mobility and transportability within the field of Physical Planning and Construction. The skills, knowledge and understanding demonstrated within this unit standard are essential for social and economic transformation and upliftment within the engineering, construction and energy environment.

A person credited with this unit standard will be able to:
  • Explain the context in which energy audits are carried out.
  • Explain good practise in building operations.
  • Define a systems approach to energy auditing.
  • Define the energy audit.
  • Plan and implement an energy audit.
  • Conduct the audit. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Communication at NQF Level 5.
  • Mathematical Literacy at NQF Level 5.
  • A working knowledge of the South African Building Code. 

  • UNIT STANDARD RANGE 
    Fundamentals refers to but is not limited to:

    The context which refers to energy performance in South African buildings, government and institutional buildings, climatic conditions and good practice with regard to building operations, the systems approach, the definition, the planning and implementation process, the condition survey, the mandate and scope, the audit steps and the context and the overview, which refers to a systems approach, the definition, the planning and implementation process, the audit steps, and the final implementation. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain the context in which energy audits are carried out. 
    OUTCOME RANGE 
    The context includes but is not limited to:
  • The type and use of buildings, climatic conditions, good practice approach. 

  • ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The energy performance of South African buildings is explained in terms of consumption rates, benchmarks and typical savings opportunities and is compared with international best practise. 

    ASSESSMENT CRITERION 2 
    The characteristics of Government and institutional buildings are explained in terms of their building envelope, services, age and use. 

    ASSESSMENT CRITERION 3 
    The impact of regional climatic conditions is explained in the context of weather patterns, cooling and heating degree-day data. 

    ASSESSMENT CRITERION 4 
    Degree-days are defined in terms of its application in buildings. 

    SPECIFIC OUTCOME 2 
    Explain good energy practise in building operations. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The concept of green buildings is explained in terms of the use of building materials, energy sources and energy efficiency. 

    ASSESSMENT CRITERION 2 
    Indoor air quality in building operations is explained in terms of sustainability and costs. 

    ASSESSMENT CRITERION 3 
    Sustainability in building operations is explained in terms of occupant health and productivity. 

    ASSESSMENT CRITERION 4 
    Indoor air quality in building operations is explained in terms of the impact on greenhouse gas emissions. 

    SPECIFIC OUTCOME 3 
    Define a systems approach to energy auditing. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Energy management in buildings is described and applied in terms of the definition, the objectives, the processes and the accountability. 

    ASSESSMENT CRITERION 2 
    Energy consuming systems are explained in terms their structure and performance. 

    ASSESSMENT CRITERION 3 
    The basis for the energy balance is explained in terms of the "Law of conservation of energy". 

    ASSESSMENT CRITERION 4 
    A systems boundary is defined in terms of a building and the energy consumed therein. 

    SPECIFIC OUTCOME 4 
    Define the energy audit. 
    OUTCOME RANGE 
    The definition includes all aspects from the Condition Survey to the Investment Grade Audit. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Historical data is defined and requested in accordance with its relevance to the energy audit. 
    ASSESSMENT CRITERION RANGE 
    Historical data refers to but is not limited to:
  • Load profiles, energy consumption, energy use patterns and energy bills.
     

  • ASSESSMENT CRITERION 2 
    Historical data is tabulated and/or represented in graphical format for analysis in terms of potential opportunities for energy reductions. 

    ASSESSMENT CRITERION 3 
    The practical audit methodology is defined in terms of industry accepted audit procedures. 
    ASSESSMENT CRITERION RANGE 
    Normally the ten step procedure:
  • The walk through, the audit mandate, the audit scope, the energy consumption costs analysis, the comparative analysis, the energy consumption profile, the energy loads inventory, the energy management opportunities identification, the costs and benefits assessments and the action report.
     

  • ASSESSMENT CRITERION 4 
    Energy management opportunities are defined and explained in terms of optimising energy usage and minimising costs. 

    SPECIFIC OUTCOME 5 
    Plan and implement an energy audit. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An audit plan and schedule is developed that is suited to the conditions. 
    ASSESSMENT CRITERION RANGE 
    The audit plan should include:
  • Mandate and scope, dates and places, details of the organisation and/or units and contact personnel, high priority elements, time and duration, audit team member identification and the report format, content and deadlines.
     

  • ASSESSMENT CRITERION 2 
    The audit guidelines are developed in terms of required steps in the audit. 

    ASSESSMENT CRITERION 3 
    Barriers and practical problems are identified in terms of their causes and possible solutions. 

    ASSESSMENT CRITERION 4 
    The energy audit is co-ordinated in terms of the O&M personnel and building occupants' schedules and time frames. 

    SPECIFIC OUTCOME 6 
    Conduct the audit. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The building condition survey is carried out in line with the purpose and outcomes of the condition survey. 

    ASSESSMENT CRITERION 2 
    The audit mandate is defined to determine the purpose and gain stakeholder input and commitment. 

    ASSESSMENT CRITERION 3 
    The audit scope is defined in terms of the physical extent and the energy inputs and outputs. 

    ASSESSMENT CRITERION 4 
    Costs are analysed in terms of actual energy consumption. 

    ASSESSMENT CRITERION 5 
    A comparative analysis is conducted on the basis of site to site and performance benchmarks. 

    ASSESSMENT CRITERION 6 
    Energy consumption is profiled in terms of use as a function of time. 

    ASSESSMENT CRITERION 7 
    An inventory is done in terms of energy loads. 

    ASSESSMENT CRITERION 8 
    Energy management opportunities are identified in terms of potential energy savings. 

    ASSESSMENT CRITERION 9 
    An assessment is made in terms of costs and benefits. 

    ASSESSMENT CRITERION 10 
    A report is written to communicate the audit findings for implementation. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard must be accredited as a provider through the relevant ETQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Energy auditing principles.
  • Load profiles, energy use profiles and maximum demand.
  • Building services.
  • Audit procedures.
  • Good and bad energy practices. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify potential barriers and practical problems and solve them to enable the energy audit to be carried out. 

    UNIT STANDARD CCFO ORGANISING 
    Understand and manage the energy audit process. 

    UNIT STANDARD CCFO COMMUNICATING 
    Describe how energy management opportunities can be carried out. 

    UNIT STANDARD CCFO SCIENCE 
    Identify, design and implement technology solutions for energy efficiency. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Understand the global impact of the efficient use of energy in terms emission mitigation. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    Supplementary Information:

    Specified Requirements include legal and legislative specific requirements and are contained in one or more of the following documents:
  • OSH Act.
  • SANS standards and codes.
  • South African Building Code.
  • Specifications, agreements, policies and procedures of the relevant organisation.
  • User manuals supplied by manufacturers. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  63209   National Certificate: Energy Regulation  Level 5  NQF Level 05  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.