Energy Manager Program Conditions

Section A: General Conditions

By submitting a project proposal to Natural Resources Canada (NRCan) for Energy Manager Program funding, the Applicant acknowledges and agrees that:

1. The Applicant is a small or medium-sized enterprise (SME) with fewer than 500 employees, a municipality, a university, a school, a hospital (MUSH), or a non-profit organization duly incorporated or formed under the laws applicable in Ontario, Saskatchewan, Manitoba, or New Brunswick, and is located in one of these provinces.
2. The project will be implemented in Saskatchewan, Manitoba, Ontario or New Brunswick.
3. The Applicant confirms that it is not a registered participant in the federal output-based pricing system in the federal Greenhouse Gas Pollution Pricing Act and will not opt into this system for the duration of the project.
4. The project aligns with the objective of the Energy Manager Program, which is to reduce energy use, energy-related costs, and greenhouse gas emissions by helping facilities and organizations to identify and adopt energy efficiency solutions.
5. The project will provide benefits to Canadians, as well as facilities and organizations in the SME or MUSH sectors, for example, by (a) promoting energy efficiency objectives, addressing clean energy and climate change objectives, and increasing awareness of the benefits of energy management; and (b) contributing to increased energy efficiency, productivity and competitiveness by improving overall energy performance.
6. The Applicant will commit facility or organizational staff time as well as financial, management and technical resources to fulfill the undertaking of the project.
7. The Applicant has identified all contributors of funding to the project, including the Applicant’s funding contribution.
8. The proposed project requires financial assistance from NRCan to proceed.
9. The Applicant’s proposed project may not be accepted by NRCan.
10. The Applicant will neither start the tasks nor incur any eligible costs identified in the project proposal until receiving a signed contribution agreement by NRCan.
11. The Applicant agrees to provide NRCan with banking information, if not already done, by completing a direct deposit form for electronic payment prior to signing a contribution agreement with NRCan.
12. The project does not involve any former public servants to whom the Conflict of Interest and Post-Employment Code for Public Office Holders or the Values and Ethics Code for the Public Service apply.
13. The Applicant does not owe any money to the Government of Canada and is not involved in litigation or an ongoing settlement process commenced by the Government of Canada.
14. The Applicant agrees to work with NRCan to identify opportunities to share learnings from this project with other organizations in the Canadian SME or MUSH sectors, such as case studies.
15. If applying for funding to hire an energy manager in a building or an industrial facility, the Applicant acknowledges and agrees to Section B: Energy Managers in Buildings and Industrial Facilities.
16. If applying for funding to conduct an energy assessment in a building or an industrial facility, the Applicant acknowledges and agrees to Section C: Energy Assessments in Buildings and Industrial Facilities.
17. If applying for funding to conduct an energy assessment in a fleet, the Applicant acknowledges and agrees to Section D: Energy Assessments of Medium or Heavy Duty Fleets.

Section B: Energy Managers in Buildings and Industrial Facilities

By submitting a project proposal to NRCan for Energy Manager Program funding to hire an energy manager in a building or an industrial facility, the Applicant acknowledges and agrees that:

1. The project task is to hire an energy manager to implement energy strategies and build an energy efficiency culture within an organization.
2. The project output will be increased capacity for a facility or organization to identify and adopt energy efficiency solutions, and a report on progress and results.
3. The performance of the project will be evaluated on the Applicant’s ability to hire an energy manager within the duration of the project.
4. Any NRCan contribution to the project will be limited to the following eligible expenditures: (a) salary of employees; (b) professional and technical service fees; (c) fees for data collection, monitoring and analysis services; (d) purchase of instrumentation, software and metering equipment; (e) fees for professional training; (f) travel based on National Joint Council Rates; and (g) applicable taxes.
5. The Applicant will hire an energy manager with: (a) A valid license as a Professional Engineer, Registered Architect and/or the Certified Energy Manager (CEM®) certification; (b) Experience in conducting energy assessments and retrofits; (c) Knowledge of energy benchmarking and energy management systems; (d) Knowledge of energy management practices, including energy management planning, energy use, and building systems and technologies and existing building commissioning practices; and (e) Project management skills required to fulfil the duties of an energy manager.
6. The energy manager’s primary job function will be energy, cost and GHG reduction.
7. The Applicant agrees to complete the Interim Energy Manager Report Template (provided by NRCan) six months into the project. This report is to demonstrate how the energy manager made a commitment, assessed performance, set goals and created an action plan as described in NRCan’s Guidelines for Energy Management.
8. The Applicant agrees to complete the Final Energy Manager Report Template (provided by NRCan) upon project completion. This report is to demonstrate how the energy manager implemented the action plan, evaluated progress and recognized achievements as described in NRCan’s Guidelines for Energy Management.
9. The Applicant commits to monitor and report energy savings resulting from the project, on an annual basis for three years following the end of the project. This data will include energy (GJ and $) of all fuel sources, as well as energy intensity as a measure of energy performance indicators established in the project.

Section C: Energy Assessments for Buildings and Industrial Facilities

By submitting a project proposal to NRCan for Energy Manager Program funding to conduct an energy assessment in a building or an industrial facility, the Applicant acknowledges and agrees that:

1. The project task is to conduct an energy assessment to overcome barriers to identifying and doing energy-saving projects.
2. The project output will be increased capacity for a facility or organization to identify and adopt energy efficiency solutions, and a report on progress and results.
3. The performance of the project will be evaluated on the Applicant’s ability to conduct an energy assessment within the duration of the project.
4. Any NRCan contribution to the project will be limited to the following eligible expenditures: (a) salary of employees; (b) professional and technical service fees; (c) fees for data collection, monitoring and analysis services; (d) purchase of instrumentation, software and metering equipment; (e) fees for professional training; (f) travel based on National Joint Council Rates; and (g) applicable taxes.
5. The Applicant will have an energy manager who oversees energy management activities where the energy assessment(s) will be undertaken.
6. The Applicant will ensure the energy assessment is performed by an individual or organization with: (a) A valid license as a Professional Engineer or Registered Architect, and/or the Certified Energy Manager (CEM®) certification; (b) Experience in conducting energy assessments and retrofits; (c) Knowledge of energy benchmarking and energy management systems; (d) Knowledge of energy management practices, including energy management planning, energy use, and building systems and technologies and existing building commissioning practices; and (e) Project management skills required to conduct an energy assessment.
7. The Applicant will ensure that the energy assessment has a holistic approach to reviewing energy use. Specific operating system or equipment assessments are not eligible.
8. The Applicant agrees to complete the Final Energy Assessment Report Template (provided by NRCan) upon completion of the project. This report is to demonstrate the activities, results and recommendations that resulted from the organization undertaking an energy assessment.
9. The Applicant commits to monitor and report energy savings resulting from the project, on an annual basis for three years following the end of the project. This data will include energy (GJ and $) of all fuel sources, as well as energy intensity as a measure of energy performance established in the project.

Section D: Energy Assessments of Medium or Heavy Duty Fleets

By submitting a project proposal to NRCan for Energy Manager Program funding to conduct an energy assessment in a fleet, the Applicant acknowledges and agrees that:

1. The project task is to conduct an energy assessment to explore fuel switching and fuel reducing options.
2. The project output will be increased capacity to identify and adopt energy efficiency opportunities, and a report on progress and results.
3. The performance of the project will be evaluated on the Applicant’s ability to conduct an energy assessment within the duration of the project.
4. The fleet considered for the fleet energy assessment is within class 5-8b.
5. Any NRCan contribution to the project will be limited to the cost of the third-party assessment.
6. The Applicant must be headquartered and the fleet assessed must be plated in Saskatchewan, Manitoba, Ontario or New Brunswick.
7. The Applicant will only allow individuals or organizations located in Canada and with prior experience to perform a fleet energy assessment.
8. The Applicant will submit the Fleet Assessment Report at the completion of the project. This must include the following:
   • Title Page: The title page will include all pertinent information to identify the project and organization.
   • Table of Contents: This section will detail the contents of the energy assessment.
   • Executive Summary: The executive summary section will include information describing the organization that conducted the fleet energy assessment and overview of the recipient’s fleet and operations.
   • Introduction: The introduction section will include the assessment objectives and background information.
   • Activity and Results: The activity and results section will include a description of the assessment methodology; observations on the general condition of the fleet(s), current technologies and equipment; and a finance-based summary of projects for executives to consider implementing.
   • Recommendations: The final report will thoroughly outline how the methodology led to the customized recommendations, and should outline a plan in order to meet the targets as identified.
   • Appendices: The appendices will include additional background information that is essential for understanding the information presented in the Final Fleet Energy Assessment Report. This may include references used in calculations; data sets to support findings in the report; and any other supporting information relevant to the fleet energy assessment.