Investment

Grade Energy Auditor

Certification
Version 1.5, 28 February 2023
Contents
What is an Investment Grade Energy Audit and Who Needs One? ...................................... 1
Reducing Investment Risk ................................................................................................................... 1
Benefits of Investment Grade Energy Auditor Certification ............................................................... 1
How these benefits are provided........................................................................................................ 1

Investment Grade Energy Auditor Competencies .................................................................... 2

The Comprehensive Investment Grade Energy Auditor Training .......................................... 3

Section One – Undertaking An Energy Audit. ..................................................................................... 4
Section Two - Energy Using Technologies and Savings Opportunities. .............................................. 7

A robust blended assessment process .................................................................................... 10

Assessments in the IGEA training ..................................................................................................... 10
Interview ........................................................................................................................................... 12
Energy audit submission and referee check ..................................................................................... 12

How to be certified as an Investment Grade Energy Auditor .............................................. 13

Documentation requirements .......................................................................................................... 13
Timing................................................................................................................................................ 14

Benefits of IGEA training and assessment to candidates ..................................................... 15

Already know it? Skip ahead and save time ..................................................................................... 15
You don’t have to forget about your work to be certified ............................................................... 15
Not a high-pressure exam environment ........................................................................................... 15
Failure is not final.............................................................................................................................. 16
Proof of certification ......................................................................................................................... 16
Additional benefits of enrolling through a training partner ............................................................. 16

How to get started?.................................................................................................................... 17

About the Sustainability Education Academy ........................................................................ 18

www.sustainabilityeducationacademy.com
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What is an Investment Grade Energy Audit and Who

Needs One?
An energy audit is an assessment of a facility to identify how much energy it uses,
where energy is used, and to present a business case for undertaking upgrades
that reduce energy use. Typically, the whole site is assessed, with multiple savings
opportunities identified across all areas of energy usage.

An Investment Grade (Energy) Audit (IGA) is one in which the business case in
the audit is sufficiently comprehensive and robust that it can be trusted when
making an investment decision. An IGA may also be known as Detailed
Feasibility Study (DFS).

An IGA is central to an Energy Performance Contract (EPC). In an EPC, an Energy

Services Contractor (ESCO) delivers guaranteed energy savings in return for a
fixed investment. The ESCO will undertake an IGA or DFS, and use this as the basis
of their guarantee, and to determine the investment requirement.

Reducing Investment Risk

An IGA performed of a commercial or industrial facility, and following a proven
process, can be used to reduce investment risk.

A bank or finance corporation, looking to finance energy efficiency upgrades,

would expect any energy audit undertaken to be of an investment grade
standard.

Anyone wanting reasonable assurance that an energy audit provides a trustworthy

business case that de-risks investments to reduce energy costs and greenhouse
gas emissions can benefit from an investment grade energy audit undertaken by a
proficient auditor.

Benefits of Investment Grade Energy Auditor Certification

An Investment Grade Energy Auditor (IGEA) goes through comprehensive and
rigorous training and assessment. A IGEA is certified as having demonstrated the
ability to deliver an energy audit that can be trusted by facility owners and financial
institutions to deliver the expected financial savings and greenhouse gas
abatement. This reduces risk, providing greater certainty of the outcome of energy
efficiency upgrades. And ultimately this leads to increased investment in energy
efficiency, which in turn leads to increased financial and carbon savings.

How these benefits are provided

Benefits are provided through comprehensive training and a robust assessment
process that evaluate knowledge across multiple areas of competency.

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Investment Grade Energy Auditor Competencies

The key competencies of an Investment Grade Energy Auditor are:

1. Can assess an energy users’ approach to energy management within the

facility being audited and advise on an appropriate scope of audit.

2. Can identify energy sources and quantify annual energy usage, costs and
energy related greenhouse gas emissions.

3. Can develop an energy use breakdown and identify major energy uses.

4. Can apply a systematic process to identify a comprehensive range of

feasibly energy savings opportunities.

5. Has knowledge of the energy usage characteristics and savings

opportunities with systems and technologies in common use, including
lighting, heating, ventilation, air-conditioning and domestic hot water.

6. If auditing industrial facilities has knowledge of the energy usage

characteristics and savings opportunities with electric motor, steam,
refrigeration, and compressed air systems.

7. Can quantify energy savings costs and benefits to a level of accuracy that is
acceptable for investment purposes.

8. Can create an energy audit report that clearly advises an energy user how
much energy is used, where it is used, what the energy savings
opportunities are and on what the energy users next steps should be.

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The Comprehensive Investment Grade Energy Auditor

Training
In pursuit of their certification and to be able to develop the necessary
competencies a student aspiring to achieve IGEA certification completes two sets
of training modules.

The first set of training modules is focussed on undertaking an energy audit. There
are four modules in this set.

The second set of training modules is focussed on a technical understanding of

common energy using technologies and systems. There are also four modules in
this set.

Across the total of eight training modules there are a total of 177 lessons, which
vary in duration from a couple of minutes up to fifteen minutes. The training is not
passive, each student is required to respond to a minimum of 214 questions in
order to be able to progress through the training.

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Training Set One – Undertaking An Energy Audit.

This is a series of four, online, on-demand modules and assessments, covering:

Commissioning and Managing an Energy Audit, is primarily aimed at energy

users, but every energy auditor should also undertake this course to be able to see
the audit from the other side of the fence, and thus improve their ability to
effectively engage with energy users.

Process of Undertaking a Successful Audit, presents a process, that when

followed, results in successful audits being delivered. This process can be applied
to deliver an Investment Grade Audit (IGA) / Detailed Feasibility Study (DFS) in
which the energy user can have confidence in the estimates of costs and benefits.

Energy Fundamentals for Energy Auditors. In this course, students learn the key
concepts from physics and engineering that energy auditors must know.

Tools for Energy Auditors. This course introduces energy auditors to tools, both
essential and nice-to-have, for undertaking energy audits.

Module Name: Lesson Names:

➢ Introduction
➢ Getting your organisation ready
➢ Define exactly what you want from the audit
➢ Learn about energy audits and what the audit gives you
➢ Should I commission an energy audit?
➢ Alternatives to an energy audit
Commissioning, ➢ Scoping your energy audit
Managing and ➢ Managing energy audit risk
Reviewing an ➢ How much does an audit cost?
Energy Audit ➢ Winning organisational support
➢ Assessing energy audit proposals
➢ Managing and assisting the energy audit
➢ Assess the audit
➢ Implement the audit’s recommendations
➢ Review achievements after implementing recommendations
➢ Module summary
➢ Introduction – what is a successful audit
➢ The 6 principles that when applied will help ensure your audit is a
success
➢ Audit safety – avoid a sore head, hearing loss and death.
Process of ➢ How to understand and educate your client
Undertaking an ➢ How to prepare an audit quotation.
Energy Audit ➢ Communicate clearly what you need (and why this is important)
➢ Set expectations at the start to avoid explosions later
➢ Develop a timetable
➢ Who to engage with?
➢ Workshops, meetings, phone calls, emails – more than nice to have.

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➢ Why you need data.

➢ Data needed for baselining and an energy use breakdown
➢ Should I use data loggers and temporary meters?
➢ Data needed to identify savings opportunities
➢ Baseline using billing data analysis
➢ How to determine tariff rates to apply to savings
➢ Example bill analysis - Australia
➢ Benchmarking energy use – clients love this!
➢ Determining drivers of energy use so you know where the big fish are.
➢ Interval data analysis to find quick wins.
➢ How to extract useful information from plans
➢ Managing missing data
➢ Preparing an energy use breakdown (you want to be accurate, right?)
➢ Overview of what the business case requires
➢ Applying the energy efficiency hierarchy to identify energy savings
➢ How to get input from site users
➢ How to quantify energy savings
➢ How to identify and quantify non-energy savings
➢ How to verify that savings opportunities are reasonable
➢ How to determine the costs of the energy savings measures.
➢ Estimating uncertainty to better manage risk
➢ How to estimate emissions savings
➢ Preparing and tabulating the business case
➢ Present the economic benefit in 3 different ways
➢ After all the work you’re now on stage - the energy audit presentations
➢ Preparing the energy audit report
➢ Follow up if you want energy to be saved
➢ Identifying the savings achieved (and losses avoided!)
➢ Congratulations on completing this module!

➢ Introduction
➢ What characterises a good measurement tool
➢ Types of tools needed by an energy auditor
➢ Tools for electricity measurement
➢ Water flow and thermal metering
➢ Illumination measurement
➢ Temperature measurement tools
➢ Air flow and differential pressure measurement tools
Tools for Energy ➢ Other measurement tools
Auditors ➢ Data logging
➢ Accessing logged data and getting it into a useful format
➢ Demonstration of getting data in a useful format
➢ BMS and SCADA systems – potentially lots of good data
➢ Spreadsheets
➢ Dedicated energy audit software
➢ Apps
➢ Visual communication tools
➢ Module summary

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➢ Introduction
➢ Your best friend – the first law of thermodynamics
➢ Introduction to energy calculations
➢ Characteristics of water
➢ Characteristics of air
➢ Characteristics of fuels and combustion
Energy ➢ Electricity and its characteristics
Fundamentals ➢ AC power
for Energy Audits ➢ DC power
➢ Losses in electricity transmission and distribution
➢ AC Voltage and equipment efficiency
➢ Heat Transfer
➢ How to avoid the easy-to-make mistake even the smartest auditors
make
➢ Module summary

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Training Set Two - Energy Using Technologies and Savings

Opportunities.
This is a series of four, online, on-demand modules and assessments, covering:

Energy Efficient Lighting. Learn the fundamentals of energy efficient lighting in

this course, and save more lighting energy!

Fundamentals of Energy Efficient HVAC. Knowing how to minimize HVAC

energy use is core knowledge every energy manager, energy auditor, HVAC
contractor or consultant needs.

Fundamentals of Energy Efficient Domestic Hot Water & Water. This course
covers both domestic hot water and water use more broadly.

Introduction to Energy Efficiency in Industrial systems. Covers electric motors,

compressed air, refrigeration, steam and this course provides an introduction to
these technologies and energy efficiency opportunities.

Module Name: Lesson Names:

➢ Introduction to how lighting works

➢ Light fundamentals and daylight
➢ Artificial Light and its characteristics
➢ Introduction to Components of Lighting Fixtures
➢ Housing
➢ Power Supply or Ballast
➢ The Light Source
Energy Efficient ➢ The Optics which Direct the Light from the Light Source
Lighting ➢ A Lighting Sankey Diagram
➢ Develop an EE Hierarchy for Lighting
➢ The EE Hierarchy applied to Lighting
➢ Daylighting and controls, occupancy sensing and LED lighting
efficiency
➢ Assess the Existing Lighting
➢ Interactive Effects
➢ Preparing the Business Case for a Lighting Upgrade

➢ Introduction to HVAC systems

➢ Thermal Comfort
➢ Degree days as a rough indicator of climate
➢ Heating
➢ Introduction to the Vapour Compression Cycle
Fundamentals of
➢ How the Vapour Compression Cycle works
Energy Efficient ➢ Coefficient of Performance
HVAC ➢ Improving the efficiency of the Vapour Compression Cycle
➢ The Vapour Compression Cycle for Heating
➢ Simultaneous heating and cooling
➢ Heat exchange
➢ Refrigerants

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➢ Types of Vapour Compression Systems

➢ Cooling - Air Movement and Evaporation
➢ Ventilation
➢ Filtration
➢ Heat Recovery Ventilation
➢ Air handling, conditioning and distribution systems
➢ Non-air systems
➢ Fans and Pumps
➢ Control Systems
➢ Sankey Diagram for HVAC
➢ Develop a EE Hierarchy for HVAC
➢ EE Hierarchy
➢ Passive measures to reduce HVAC load
➢ Optimising the Existing System
➢ System Replacement
➢ Preparing the Business Case for a HVAC Upgrade

➢ Introduction
➢ Energy Required to Heat Water
➢ Water, Bacteria and Legionnaires’ Disease
➢ Electric Storage, Resistive and Heat Pumps
➢ Solar Systems
➢ Gas Storage Systems
➢ Calorifiers
➢ Storage Tank Pressurisation, Stratification
➢ Storage System Losses and Inefficiencies
Fundamentals of
➢ Continuous Flow / Instantaneous / Tankless hot water heaters
Domestic Hot ➢ Instantaneous System Losses and Inefficiencies
Water and ➢ Hot Water Distribution Systems and Losses
Water ➢ Water Uses, Water Leaks
➢ Taps and Showers
➢ Toilets, Cisterns and Urinals
➢ Domestic Machines, Cooling Equipment, Garden
➢ Rainwater
➢ Sankey Diagrams for Domestic Hot Water
➢ Develop an Energy Efficiency Hierarchy for Domestic Hot Water
➢ An Energy Efficiency Hierarchy for Domestic Hot Water
➢ Practical Considerations for Domestic Hot Water Savings

➢ Introduction
➢ How motors use energy
➢ Motor efficiency and opportunities
➢ Electric motor Sankey diagram
Introduction to
➢ Your turn to develop a Sankey diagram for motors
Energy Efficiency ➢ Sankey diagram solution for motors
in Industrial ➢ Motor system opportunity analysis summary
Systems ➢ Introduction to compressed air systems
➢ Compressed air efficiency and opportunities
➢ Sankey diagram for compressed air
➢ Your turn to develop a business case for a compressed air project

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➢ Compressed air business case solution

➢ Compressed air opportunity summary
➢ Introduction to steam
➢ Steam energy efficiency and savings opportunities
➢ Steam System Sankey Diagram
➢ Your turn to try by developing an Energy Efficiency Hierarchy for
Steam.
➢ My Energy Efficiency Hierarchy for the example hospital steam system
➢ Steam System Opportunity Analysis Summary
➢ Introduction to Refrigeration.
➢ Refrigeration savings opportunities.
➢ Refrigeration system Sankey Diagram review
➢ Your turn to try by developing an Energy Efficiency Hierarchy for
Refrigeration.
➢ My Energy Efficiency Hierarchy for the example supermarket
refrigeration systems.
➢ Refrigeration Opportunity Analysis Summary
➢ Industrial Systems Module Summary

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A robust blended assessment process

The IGEA certification is based on a blended assessment process that tests both
for knowledge with questions – and provides feedback on student responses to
those questions, whilst also requiring an actual energy audit of a real site the
examinee is familiar with. Such an approach assesses both underlying knowledge
and the skills needed to actually undertake an Investment Grade Energy Audit.

Additionally, certification entails attending an interview, and the submitted energy

audit is accompanied with a reference check.

The three steps to full certification are:

1. Complete the IGEA training and pass the assessments in each training
module.

2. Attend an interview; pass the interview and obtain Investment Grade

Energy Auditor – Provisional (IGEAprov) certification.

3. Complete and submit an Investment Grade Energy Audit; pass the

assessment of the audit and the referee check and obtain full Investment
Grade Energy Auditor (IGEA) certification.

Assessments in the IGEA training

The eight individual training modules that need to be completed before
undertaking and submitting the IGA have questions throughout them, which
students must answer in order to progress, and with feedback provided
immediately to students. The testing throughout the eight individual modules is
not, however, limited to just multiple-choice questions. There are a variety of other
question types, including free text entry for numerical questions. In this case there
is no element of chance, you either enter the correct number or not.

In fact, there are many more assessment questions across these eight modules
than there are in other energy efficiency certifications based on a high-pressure
exam environment after an intense training program.

The competencies addressed by each of the training modules are listed in the
following table.

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Competency Details

➢ Plan for an energy audit.

➢ Scope the energy audit.
Can commission, ➢ Identify the resources required to act on the audit's
manage and recommendations.
review an energy
➢ Manage the audit and assist the energy auditor.
audit.
➢ Review the audits findings and decide on the energy savings
measures to implement.

➢ Engage effectively with the energy user.

Follows a ➢ Develop an energy use baseline.
systematic process ➢ Develop a breakdown of site energy use.
when undertaking ➢ Accurately identify tariffs to apply to savings calculations.
an energy audit. ➢ Benchmark site energy usage.
➢ Follow a systematic process to identify & quantify savings and costs.

➢ Select tools that are fit for purpose.

➢ Extract data from tools and convert into a form suitable for analysis.
Uses energy audit ➢ Identify common problems with the use of tools and how to avoid
tools effectively. them.
➢ Layout an energy audit spreadsheet.
➢ Value the importance of communication and presentation tools.

Understands the ➢ Apply the first law of thermodynamics.

fundamental ➢ Determine the overall efficiency of a process or system.
physics and ➢ Determine energy use associated with mass transfer.
thermodynamics ➢ Calculate electrical and thermal energy transfer.
of energy use and ➢ Apply characteristics of water and air to energy calculations.
conversion. ➢ Understand the impact of AC voltages and power factor.

➢ Identify energy inefficiencies in a lighting system.

➢ Evaluate lighting control systems for effectiveness in saving energy.
➢ Assess daylighting systems for energy saving impact.
Understands the ➢ Understand efficiencies of different light sources and expected
fundamentals of future efficiency improvements of LED lighting.
energy efficient
➢ Consider desirable and undesirable co-benefits associated with a
lighting.
lighting upgrade.
➢ Calculate expected annual and lifetime savings from a lighting
upgrade.

➢ Identify energy inefficiencies in a HVAC system.

➢ Evaluate HVAC control systems for effectiveness in saving energy.
➢ Understand the vapour compression cycle and what determines the
Understands the energy usage of the vapour compression cycle.
fundamentals of ➢ Analyse a HVAC system and calculate its overall efficiency.
energy efficient
➢ Identify and understand the energy impact of technologies used for
HVAC
heating, cooling, ventilation, and air filtration.
➢ Develop a business case for measures that reduce HVAC energy
usage.

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➢ Identify energy inefficiencies in a domestic hot water system.

Understands the ➢ Calculate energy and water savings from lowering flow rates.
fundamentals of ➢ Assess direct flow and ring-main systems for savings opportunities.
domestic hot ➢ Understand the energy using characteristics of instantaneous and
water and water storage hot water systems, including natural gas systems, electric
usage in buildings resistive, electric heat pump, and solar hot water systems.
➢ Calculate expected savings from a domestic hot water upgrade.

➢ Understand the basic energy using characteristics of industrial

systems covering electric motors, compressed air systems, steam
Has an systems and refrigeration.
introductory ➢ Calculate simple efficiency parameters of industrial systems.
understanding of ➢ Apply the energy efficiency hierarchy to industrial systems to
energy efficiency
identify energy savings opportunities.
in Industrial
➢ Identify more energy efficient alternatives to highly inefficient
Systems
industrial systems.
➢ Calculate expected savings from simple industrial system upgrades

Interview
The interview can be attended after successfully passing all modules in the IGEA
training and providing certificates of competency for each module.

In the interview, conducted live (virtually), the candidate needs to be able to

demonstrate the ability to be able to quickly recall areas of knowledge associated
with each of the key competencies.

Candidates are provided written feedback after the interview.

Energy audit submission and referee check

The assessment of the energy audit submitted by the student, and accompanying
referee check, are used to assess that the auditor has the ability to be able to
undertake an energy audit and engage with the energy user. It also assesses that
the audit satisfactorily identifies and quantifies all energy sources and where
energy is used, in addition to identifying a comprehensive set of savings
opportunities that have costs and benefits estimated to an investment grade level
of accuracy.
Written feedback is provided to the candidate.

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How to be certified as an Investment Grade Energy

Auditor
Candidates wishing to achieve the IGEA certification need to

1. Complete all eight modules in the IGEA training and pass the assessments
in each module.

2. Attend an interview; pass the interview and obtain Investment Grade

Energy Auditor – Provisional (IGEAprov) certification.

3. Complete and submit an Investment Grade Energy Audit; pass the

assessment of the audit and the referee check and obtain full Investment
Grade Energy Auditor (IGEA) certification.

Documentation requirements
Candidates need to provide proof of identification, and the investment grade
audit when submitted needs to be submitted with evidence that the audit is the
work of the candidate.

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Timing
It takes around 4 to 7 months to become an IGEA, as tabled below.

Component Time required (if the IGEA Suggested duration for a

certification is your full student taking the course
time focus) whilst also working full
time
Four online, on demand
training modules and
1 week 6 weeks
assessments: undertaking
an Energy Audit

Half day live session on

Undertaking an Energy 4 hours 4 hours
Audit*

Four online, on demand

training modules and
1 week 6 weeks
asessments: Energy Using
Technologies

Half day live session on

Energy Using 4 hours 4 hours
Technologies*

Interview 1 hour 1 hour

3 – 6 weeks + 3 to 4 weeks 3 months + 3 to 4 weeks for
Section 3 – Prepare and
for the audit to be assessed the audit to be assessed
submit an investment
and undertake a referee and undertake a referee
grade Energy Audit
check check
Overall time required to
4 months 7 months
become an IGEA

*As may be optionally provided by a Sustainability Education Academy training

partner.

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Benefits of IGEA training and assessment to candidates

The world is crying out for more people with energy efficiency expertise. Yet it is
not easy to get this expertise, and much of the certification associated with
improving the energy efficiency of existing facilities is based on a weak assessment
process that does not thoroughly establish competency.

Benefits of IGEA training and assessment include:

• If you already know it you can skip ahead and save time.

• You don’t have to forget about your work to be certified.

• Not a high-pressure exam environment.

• Failure is not final.

Already know it? Skip ahead and save time

Some candidates may already have considerable experience and knowledge.
Whilst all eight training modules do need to be satisfactorily completed prior to
submission of the IGA, modules can be satisfactorily completed by passing the
assessments, without needing to complete all the lessons.

If a candidate jumps straight into an assessment without completing the

proceeding lesson, and fails the assessment, the candidate can then review the
lesson before retaking the assessment.

You don’t have to forget about your work to be certified

The Sustainability Education Academy certification can be completed as you have
time available, at your own pace, with it’s on-line on-demand modules available
24/7.

Alternate “cram plus exam” certifications require students to set aside up to a

week of their time to take the course and sit the exam. For many people, finding
this time is not easy.

Not a high-pressure exam environment

Students going through the IGEA training and assessment aren’t assessed in a
high pressure, limited time exam setting.

In a high pressure limited time exam setting you aren’t only being tested for your
knowledge. You are also being tested on your “exam craft” skills, and ability to
manage time in an exam setting. This is not a skill energy auditors should be
assessed against!

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Failure is not final

Many energy efficiency certifications delivered in a “cram plus exam” environment
are expensive, and the results are final. Fail to pass the exam, and you’ve lost a lot
of money – not to mention time away from work.

Across the eight training modules that comprise the IGEA certification, failure is
not final. Fail an assessment, and:

1. You are provided feedback on each wrong answer.

2. You are free to take the assessment again, immediately, at no extra charge.

Questions are randomly drawn from a large pool of questions so as to not ask the
same set of questions again. And providing feedback immediately will enhance
learning and knowledge retention.

If you still don’t get the answers right you won’t pass, but will get additional
feedback. By providing fast feedback and a “safe” learning environment, students
can learn from their mistakes, and provided they do so, will be able to eventually
pass a module.

Learning from our mistakes is one of the best ways to learn. With over 200
questions in the IGEA assessment you are sure to make some mistakes – but you’ll
get expert feedback straight away – and thus learn.

Additionally you get notes from your assessor on the interview you attend and the
investment grade energy audit you submit – notes which will help you recognize
what you are good at, and where you can approve.

If you fail the interview or audit submission, you can pay the applicable fee and
reapply for the interview and audit submission at any time. The feedback provided
can be used to help ensure you don’t repeat your earlier mistakes.

Proof of certification
The certificate issued to a candidate has a QR code linking to a database on the
Sustainability Education Site, proving its validity.

Additional benefits of enrolling through a training partner

When enrolling in the training through one of the Sustainability Education
Academy’s exclusive training partners you are optionally (depending on the
training partner) provided with two half-day face to face sessions, delivered using
video-conferencing online.

Training partners deliver the IGEA over a seven month period to a batch of
students.

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The two face to face sessions enable engagement with other students and your
instructor. The first session is on the process of undertaking an energy audit, and
the second session on energy using technologies.

These sessions compliment the on-demand lessons, bringing to students the best
of both on-demand self-paced training and live interaction with other students and
the instructor.

How to get started?

Either purchase all courses in the series (including the individual course
assessment and final assessment) and get 20% off;

Investment Grade Energy Auditor Certification

or enrol in the first module of the series:

Commissioning and Managing an Energy Audit.

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About the Sustainability Education Academy

Our purpose is sustainability skill building. With massive pressures on our natural

environment due to human activity, the world is crying out for people with the
skills and knowledge needed to enable us all to live long and healthy and creative
lives but without compromising the biosphere for our children and future
generations.

The purpose of the Sustainability Education Academy is to make it easy for both
those already working sustainability and those wanting to work in sustainability to
quickly learn and get better at transforming our economy to one with zero
emissions and zero environmental harm.

www.sustainabilityeducationacademy.com

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