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: 

Develop the business case for energy management opportunities 
SAQA US ID UNIT STANDARD TITLE
263909  Develop the business case for energy management opportunities 
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 5  Level TBA: Pre-2009 was L5 
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:
  • Build the business case for energy management investments.
  • Build the business case for financing energy management.
  • Apply the services of Energy Performance Contracts and ESCOs.
  • Manage Clean Development Mechanism projects. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    The following knowledge, skills attitude and/or equivalent:
  • Communication at NQF Level 4.
  • Mathematical Literacy at NQF Level 4.
  • A working knowledge of relevant sections of the SANS.
  • A working knowledge of relevant sections of the OSH Act. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Build the business case for energy management investments. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Energy management investment is described in terms of the application of funds. 
    ASSESSMENT CRITERION RANGE 
    Funding applications include but is not limited to:
  • Process improvements, equipment, renovations, training, implementation or upgrade of energy information systems, etc.
     

  • ASSESSMENT CRITERION 2 
    The business case for energy management is described in terms of sound business processes and investment priorities. 

    ASSESSMENT CRITERION 3 
    The baseline situation is assessed in terms of the energy management investments, plant performance, energy costs, operation and maintenance. 

    ASSESSMENT CRITERION 4 
    Energy management opportunities are identified in terms of priorities. 

    ASSESSMENT CRITERION 5 
    Investments into energy management opportunities are explained and applied in terms of investment appraisal objectives. 

    ASSESSMENT CRITERION 6 
    Investments into energy management opportunities are analysed in terms of standard investment criteria. 
    ASSESSMENT CRITERION RANGE 
    Investment criteria include but are not limited to:
  • Simple Payback Period, Cash Flows, Return on investment Life Cycle Costing and Risk and Sensitivity Analysis.
     

  • SPECIFIC OUTCOME 2 
    Build the business case for financing energy management. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Financing of energy management opportunities is understood and applied in terms of where capital will be sourced from and how the savings will be applied. 

    ASSESSMENT CRITERION 2 
    Key decisions for financing energy management opportunities are motivated in terms of in-house or outside options, time frames and permanent options. 

    ASSESSMENT CRITERION 3 
    Internal energy management financing options are evaluated in terms of their source. 
    ASSESSMENT CRITERION RANGE 
    Internal financing options include but are not limited to:
  • Central budget, a departmental budget, payment for services by individual departments and retaining savings.
     

  • ASSESSMENT CRITERION 4 
    Internal funding options for energy management are evaluated on the basis of savings allocations. 
    ASSESSMENT CRITERION RANGE 
    Savings allocations can include but is not limited to:
  • Dividend to staff or shareholders, absorbed into central or departmental budgets or absorbed into the energy management budget.
     

  • ASSESSMENT CRITERION 5 
    External energy management financing options are evaluated in terms of the source and the financing conditions. 

    SPECIFIC OUTCOME 3 
    Apply the services of Energy Performance Contracts and ESCOs. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Energy Performance contracts and ESCO is described in terms of the concept and background. 

    ASSESSMENT CRITERION 2 
    Third-party financing is described in terms of its benefits and limitations. 

    ASSESSMENT CRITERION 3 
    Information exchange with ESCOs is managed in terms of evidence required for energy management improvements. 

    ASSESSMENT CRITERION 4 
    Risks are understood and managed in terms of changed operating hours, changed equipment, changed schedules, unplanned building use changes and additional "plus-in" technology. 

    SPECIFIC OUTCOME 4 
    Manage Clean Development Mechanism projects. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Clean Development Mechanism projects are explained and defined in terms of Green House Gas emission reductions. 

    ASSESSMENT CRITERION 2 
    Clean Development Mechanism projects are explained and managed in terms of the required development steps. 

    ASSESSMENT CRITERION 3 
    Clean Development Mechanism projects are explained and managed in terms of the required development process. 

    ASSESSMENT CRITERION 4 
    Clean Development Mechanism projects are evaluated in terms of project size and transaction costs. 


    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 management principles.
  • Load profiles, energy use profiles and maximum demand.
  • Investment analysis and investment criteria.
  • Risk and sensitivity analysis.
  • Finance principles.
  • Clean Development Mechanisms. 

  • 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 business case to be developed. 

    UNIT STANDARD CCFO ORGANISING 
    Identify and prioritise opportunities. 

    UNIT STANDARD CCFO COMMUNICATING 
    Contracts are negotiated with ESCOs and consultants. 

    UNIT STANDARD CCFO SCIENCE 
    Data processing and finance software tools are used to develop the business case. 

    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:
  • Relative ISO Standards.
  • OSH Act.
  • Relative 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.