According to the Interim Measures for Energy-saving Evaluation and Review of Fixed Assets Investment Projects (hereinafter referred to as the Measures for Energy-saving Evaluation), this guide explains the evaluation principles, methods, procedures, the formation of evaluation conclusions and the compilation of evaluation documents for energy-saving evaluation of fixed assets investment projects (hereinafter referred to as the "energy-saving evaluation work"), and provides reference for energy-saving evaluation work.
Two. term
Energy-saving evaluation refers to the act of analyzing and evaluating whether the energy utilization of fixed assets investment projects is scientific and reasonable according to energy-saving laws and standards, and compiling energy-saving evaluation reports, energy-saving evaluation reports or filling in energy-saving registration forms.
Production system refers to a complete system composed of production technology, devices and equipment determined for the production of products.
Auxiliary production system Auxiliary production system, also known as auxiliary production system, refers to the processes, facilities and equipment that serve the production system, including power supply, machine maintenance, water supply, gas supply, heating, refrigeration, instrument maintenance, lighting, warehouses and raw material sites, safety and environmental protection devices and facilities, etc.
The comprehensive energy consumption per unit product, that is, the comprehensive energy consumption per unit product output, refers to the ratio of the comprehensive energy consumption per energy-consuming unit to the output of qualified products (workload and service volume) in the same period.
Comprehensive energy consumption per unit output value refers to the ratio of comprehensive energy consumption to total energy consumption or industrial added value during the statistical reporting period. Industrial or transportation projects can use industrial added value.
Comparable energy consumption per unit product, that is, comparable comprehensive energy consumption per unit product output, refers to the comprehensive energy consumption per unit product output calculated by correcting various factors affecting product energy consumption in order to achieve comparable energy consumption of the same final product in the same industry.
Process energy consumption refers to the comprehensive energy consumption of a production link (process) or the comprehensive energy consumption of a unit product during the statistical reporting period.
Energy balance refers to the quantitative balance between total energy input and total energy output of fixed assets investment projects, including the quantitative relationship between procurement, storage, processing and transformation, transportation and distribution, final use and recycling, and external energy flow, as well as the quantitative analysis of project energy consumption.
Energy efficiency refers to the ratio of the effectively utilized part to the input energy in the process of energy utilization.
Third, the evaluation principle
To carry out energy-saving assessment should follow the following principles:
Principle of authenticity. Energy-saving evaluation institutions shall analyze and judge the authenticity of the data, documents and materials on which they are based, and carefully and responsibly analyze and evaluate the energy consumption of the project to ensure the authenticity of the evaluation results.
Scientific principles. Energy-saving evaluation institutions shall, in strict accordance with the evaluation purposes and procedures, proceed from the actual situation of the project, study, calculate and analyze the relevant data, documents and materials of the project, and draw a scientific, correct and fair evaluation conclusion.
The principle of feasibility. In the process of evaluation, energy-saving evaluation institutions should adopt reasonable and feasible evaluation methods according to the characteristics of the project and applicable laws, policies, standards and norms to ensure the smooth completion of the project energy-saving evaluation.
Principle of independence. Energy-saving evaluation institutions shall independently evaluate objectively and fairly according to their own technical knowledge and level of evaluation.
Four. Evaluation procedure
The project construction unit shall, according to the annual energy consumption after the project is completed and put into operation, determine whether it is necessary to prepare energy-saving assessment documents or register energy-saving in accordance with the classification standards of energy-saving assessment in the Measures for Energy-saving Assessment. Need to prepare energy-saving assessment documents, the construction unit shall entrust a qualified organization to prepare; If energy-saving registration is needed, the construction unit can fill in the energy-saving registration form and submit it for the record. After receiving the task of compiling the project energy-saving assessment document, the energy-saving assessment institution can complete the relevant tasks according to the following working procedures.
The working procedures of energy-saving evaluation mainly include: preliminary preparation, selection of evaluation methods, energy-saving evaluation of projects, formation of evaluation conclusions and preparation of energy-saving evaluation documents.
Preliminary preparation of verb (abbreviation of verb)
(A) to determine the basis for evaluation
Prepare materials and tools related to energy saving assessment. Collect relevant laws and regulations, planning, industry access conditions, industrial policies, domestic and international standards and specifications, recommended catalogues of energy-saving technologies and products, catalogues of energy-using products, equipment and production processes explicitly eliminated by the state, opinions on examination and approval of project environmental impact assessment, opinions on land pre-examination, engineering data and technical contracts, etc. According to the actual situation of the project, determine the evaluation basis of project energy saving.
(2) Collect relevant information of the project
Fully collect the basic information of the project and relevant information of energy consumption, mainly including:
1. Basic information of the construction unit, such as the name, nature, address, postal code, legal representative, project contact person and contact information, general situation of enterprise operation, etc.
2. Basic information of the project, such as project name, construction site (including the location or vicinity of main traffic lines), project nature, construction scale and content, project process plan, general layout, main economic and technical indicators, project progress, basic information of the original project of the reconstruction and expansion project, etc.
3. General situation of energy consumption of the project, such as preliminary selection of main energy supply systems and equipment, types, quantity and distribution of energy consumption, energy consumption of the original project of the reconstruction and expansion project and existing problems, etc.
4. Main climatic characteristics of the project area, such as annual average temperature (the hottest month in Leng Yue), cooling days, heating days, extreme temperature and monthly average temperature, sunshine, etc.
5. Socio-economic overview of the project area, such as economic development, energy-saving targets, energy supply and consumption, distribution of key energy-consuming enterprises and their energy supply and consumption characteristics, traffic profile, etc.
When the existing data can not fully and accurately reflect the general situation of the project, on-site investigation and testing can be carried out. In the current situation investigation, the information collected should be comprehensive and detailed for the contents closely related to energy conservation assessment (such as energy supply, consumption, processing and transformation, transportation, etc.). ), and provide quantitative data and pictures as much as possible. If analogy engineering method is needed, relevant data of analogy engineering should be obtained comprehensively.
Sixth, choose the evaluation method
Generally, the main evaluation methods are standard comparison method, analogy analysis method and expert judgment method, and one or more methods can be selected according to the characteristics of the project.
Standard comparison method refers to analyzing and evaluating whether the energy utilization of the project is scientific and reasonable by comparing relevant energy-saving laws, regulations, policies, technical standards and specifications. The evaluation points mainly include: comparing the project construction scheme with the energy-saving scheme and the access conditions of related industries; Comparison between the construction scheme of the project plane layout, production technology and energy-using technology and relevant energy-saving design standards; The main energy-using equipment is compared with the energy efficiency standard; Compare the overall energy efficiency level of the project with the energy consumption limit standard.
Analogy analysis method: it refers to comparing with the existing projects with advanced energy saving level in the same industry, and analyzing and judging whether the energy utilization of the evaluated projects is scientific and reasonable. In the absence of relevant standards and specifications, this method can be adopted. Analogy analysis method should judge whether the energy efficiency level of the cited analogy project has reached the international advanced or domestic leading level. The evaluation point is similar to the standard control method.
Expert judgment method: refers to the method of analyzing and judging whether the energy utilization of the project is scientific and reasonable by using the experience, knowledge and skills of experts. This method can be used in the absence of relevant standards and simulation engineering. According to experts' judgment, the energy consumption in the early stage of the project should be comprehensively analyzed and calculated from the aspects of production technology, energy-using technology and energy-using equipment. When the expert judgment method is adopted, the opinions of the members of the expert group should be taken as the annex to the conclusion.
Seven. Project energy saving evaluation
Project energy-saving evaluation includes energy supply evaluation, project construction scheme energy-saving evaluation, project energy consumption and energy efficiency level evaluation, energy-saving measures evaluation, etc. Its purpose is to comprehensively analyze the energy consumption of the project as an important basis for the evaluation conclusion.
When the information and data recorded in the project feasibility study report and other technical documents can meet the needs and accuracy requirements of energy-saving evaluation, they should be cited after review and proofreading. For quantifiable contents such as energy consumption, energy utilization efficiency and energy-saving benefits, quantitative results should be given through analysis and calculation.
If it is a reconstruction and expansion project, the energy consumption and existing problems of the original main production technology, energy-using technology and main energy-consuming equipment should be analyzed, and the improvement effect of the project on the original energy consumption should be analyzed.
(a) Overall assessment of energy supply and consumption
1. Energy supply security assessment
The evaluation contents mainly include: the total energy supply and composition of the project site; Energy supply conditions and implementation of the project, possible problems and risk analysis.
2. Impact assessment of the project on local energy consumption
A) Prediction of the impact of project energy consumption on local energy consumption increment
According to local energy-saving targets, energy consumption and supply level forecast (such as energy consumption per unit area of GDP or energy consumption per unit industrial added value), national economic development forecast (GDP growth forecast value), etc. , calculate the forecast limit of local energy consumption increment. Compare the project energy consumption with the local energy consumption increment forecast limit, and analyze and judge the influence of the new energy consumption of the project on the local energy consumption increment.
B) Prediction of the impact of project energy consumption on local energy-saving targets.
Focus on the analysis of the project energy consumption, energy consumption per unit output value (added value), energy consumption per unit product (output) and other indicators on the impact of local energy-saving goals.
(2) Energy-saving evaluation of project construction scheme
1. Project site selection and general plan energy saving evaluation
A) Analyze whether the project site selection conforms to the industry and local overall planning, and analyze the impact of the project site selection on the energy supply and consumption required by the project;
B) Analyze the influence of the general layout of the project on the energy transmission, storage, distribution and consumption of the factory, and judge whether the general layout is conducive to convenient operation, improve production efficiency and reduce the unit consumption of technology and products in combination with the energy-saving design standards.
2. Energy-saving evaluation of project technological process and technical scheme
A) Determine the project process and technical scheme;
B) Analyze and evaluate whether the process plan is conducive to improving energy efficiency and whether it meets the relevant provisions of energy-saving design standards from the aspects of production scale, production mode, production technology and selection of main production equipment;
C) Compare the production process plan with the current advanced plan, compare and analyze the differences in energy saving, and put forward suggestions for improving the production process plan.
3. Energy-saving evaluation of the energy-using process of the project
A) Determine the main energy-using processes and procedures of the project;
B) Analyze and calculate energy consumption indexes of energy-using processes and procedures, including process energy consumption, product unit consumption, energy utilization efficiency, etc.
C) Using the methods of standard comparison and analogy analysis, find out the existing problems, put forward improvement suggestions, and judge whether the energy utilization scheme is scientific and reasonable.
4. Energy-saving evaluation of major energy-consuming equipment
A) Determine the model, parameters and quantity of major energy-consuming equipment involved in the project;
B) Through analysis, calculation and testing, determine the energy consumption index of major energy-consuming equipment, and analyze and evaluate its energy efficiency level;
C) Using the methods of standard comparison and analogy analysis, find out the existing problems and put forward suggestions for improvement;
D) Judge whether the project uses energy-using products and equipment prohibited and eliminated by the state.
5. The energy-saving evaluation of auxiliary production and auxiliary production facilities is the same as above.
(III) Evaluation of energy consumption and energy efficiency level of the project
1. According to the engineering data of this project, according to the General Principles for Comprehensive Energy Consumption Calculation (GB/T 2589) and other standards, calculate the energy consumption and total energy consumption of this project according to the energy consumption type, energy consumption process and production process (indicate the calculation method, calculation process and data source, etc.). );
2. Analyze and evaluate the types, sources and consumption of energy consumption of the project, especially the impact of energy consumption types on energy efficiency;
3. With reference to the General Principles of Energy Balance for Enterprises (GB/T 3484), compile the energy balance table and energy network diagram of the project, analyze the situation of energy procurement, storage, processing and transformation, transportation and distribution and final use of the project, find out the weak links and key links of energy conservation, and evaluate the energy utilization efficiency;
4. Calculate and analyze the energy efficiency index of the project, and analyze and evaluate the energy efficiency level by standard comparison method and analogy analysis method. Indicators mainly include comprehensive energy consumption per unit product (added value), comparable energy consumption, unit consumption of main processes (art), physical energy consumption per unit building area and comprehensive energy consumption (when necessary), energy consumption per unit investment (when necessary) and so on.
(4) Evaluation of energy-saving measures
The main points of energy-saving measures evaluation mainly include energy-saving technical measures evaluation, energy-saving management measures evaluation, single energy-saving project evaluation, energy-saving measures effect evaluation, energy-saving measures economic evaluation and so on.
1. Evaluation of energy-saving technical measures
A) According to the energy consumption plan of the project, summarize the specific measures in production technology, power, construction, water supply and drainage, heating, ventilation and air conditioning, lighting, control and electricity, including the application of new energy-saving technologies, new processes and new equipment; Recovery and utilization of energy sources such as waste heat, residual pressure and combustible gas; Comprehensive utilization of resources, utilization of new energy and renewable energy, etc.
B) Analyze the feasibility and rationality of energy-saving technical measures.
2. Evaluation of energy-saving management measures
A) Summarize and evaluate the energy-saving management system and measures of the project according to the requirements of Energy Management System (GB/T2333 1+0) and Energy Management Guidelines for Industrial Enterprises (GB/T 15587), including the establishment of energy-saving management institutions and personnel;
B) Summarize and evaluate the construction of energy metering system of the project, including energy statistics and monitoring, configuration of measuring instruments, configuration of professionals, etc. According to the General Rules for the Configuration and Management of Energy Measuring Instruments for Energy-using Units (GB 17 167) and other standards.
3. Evaluation of individual energy-saving projects
A) Analyze and evaluate the technological process, equipment selection, calculation method of single energy saving, investment of unit energy saving, investment estimation of single energy saving project and investment payback period;
B) Analyze the technical indicators and feasibility of individual energy-saving projects.
4. Effect evaluation of energy-saving measures
A) Analyze and calculate the energy saving of main energy saving measures;
B) Evaluate the energy efficiency level of the project. International and domestic comparative analysis of energy consumption per unit product (building area), energy consumption per main process and energy consumption per unit investment. And whether the design indicators have reached the advanced level in the same industry at home or abroad.
5. Economic evaluation of energy-saving measures
A) Calculate the cost and economic benefit of energy-saving technical measures, and evaluate the economic feasibility of energy-saving technical measures;
B) Calculate the cost and economic benefits of energy-saving management measures and evaluate the economic feasibility of energy-saving management measures.
VIII. Formation of evaluation conclusion
The evaluation conclusion shall generally include the following contents:
(1) Total energy consumption and structure of the project;
(two) whether the project meets the national, local and industrial energy-saving standards;
(three) whether the project adopts backward technologies and equipment that are explicitly prohibited and eliminated by the state;
(four) the level of energy efficiency indicators of the project;
(five) the impact of the project on local energy consumption and the completion of energy-saving targets;
(six) the energy-saving measures adopted by the project and their effect evaluation;
(seven) the main problems and supplementary suggestions.
Nine. Preparation of evaluation documents
According to the requirements of energy-saving assessment methods, according to the types of projects, prepare an energy-saving assessment report (hereinafter referred to as "energy-saving assessment report") or an energy-saving assessment report form for fixed assets investment projects (hereinafter referred to as "energy-saving assessment report form"), or fill in an energy-saving registration form for fixed assets investment projects (hereinafter referred to as "energy-saving registration form"). See the table below for the specific classification of energy-saving assessment. 10 comprehensive energy consumption type standard coal, electricity, oil and gas unit ton million kwh ton million cubic meters energy assessment document
Energy-saving evaluation type
Report e ≥ 3000e ≥ 500e ≥1000e ≥100 energy-saving assessment report form1000 ≤ e.