Introduction to ISO 50002:

How it fits into ISO 50001 family of standards

Kit Oung
 “ ... We have practical engineering options to reduce
current energy demand by 73% ... ”

“ ... 25% energy can be saved with relatively little or no cost

plus no significantly changes in lifestyles and practices. ... ”

“ ... anticipated annual baseline 0.9% energy efficiency

improvement...”
 Why Energy Reduction Works Fail?
Lack of leadership by policy makers

Energy providers want to maintain status quo

Failure of assess the side effects or consequence

Uncertainty over the viability

Leadership attitudes towards avoiding new costs

Insufficient collaboration among stakeholders

Inadequate R&D and funding by governments

Corporate cultural resistance to new ideas

Financial constraints e.g. high hurdle rates

Poor innovation by suppliers & business partners

0% 5% 10% 15% 20%

Source: The Future of Energy. A Harvard Business Review Analytical Services Report.
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The Five Forces in Managing Energy

Management Tools &

System Techniques

Information & Organisational

Insight Engagement
Global Adoption of Management
Systems Standards ISO9001 (1987) ISO14001 (1996) ISO50001 (2011)
1,200,000

1,000,000 Yr 1 Yr 2 Yr 3
9001 356 2,169 6,245
14001 257 1,491 4,433
800,000 50001 459 1,981 5,056 (MTD)
Global Standards Adoption

600,000

400,000

200,000

0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Years Since Inception
ISO 50001 family of standards

ISO 50001

ISO FDIS 50002 ISO DIS 50006 ISO ?

Energy Audit EnPI & Baseline Calculation

ISO FDIS 50003 ISO DIS 50015 ISO ?

EnMS Audit M&V M&V Competency

ISO FDIS 50004 ISO ? ISO ?

EnMS Implement Energy Data Audit Competency
ISO ?
Energy Services
ISO 50002 and ISO 50001
Harmonises with ISO 50001
– Applies the principle of energy performance
– Includes use, consumption, and efficiency

ISO 50002 is not a requirement for ISO 50001

– Energy audit is one of many methods to identify
opportunities for improvement
– Organisation can choose which method is wants to use
– Can be used as input into ISO 50001 Energy Review

Using consistent method such as ISO 50002 can facilitate apple-

to-apple benchmarking across several similar sites
Introduction to ISO 50002
Based on EN 16247-1
– Builds consensus over a wider sample of countries
– Key players from Europe, North America, South America,
Africa, Asia Pacific

Can be used with internal, external or a combination of resources

Improvements:
– Amplifies the importance of communication, roles,
responsibilities and authorities
– Adds data measurements
– Break down analysis into smaller groups of work
 Energy audit
ISO 50002 and EN 16247-1 planning [5.2]

1. General
2. Energy audit planning Opening Data collection
3. Opening meeting meeting [5.3] [5.4]
4. Data collection
5. Measurement plan
6. Conducting the site visit Measurement
– 5.6.1 Management of field work plan [5.5]
– 5.6.2 Site visits
5.7 Analysis Conducting the
– 5.7.1 General site visit [5.6]
– 5.7.2 Analysis of current energy performance
– 5.7.3 Identification of improvement opportunities
– 5.7.4 Evaluation of improvement opportunities Analysis [5.7]
5.8 Energy audit reporting
– 5.8.1 General
Energy audit
– 5.8.2 Energy audit report content
reporting [5.8]
5.9 Closing meeting

Closing meeting
[5.9]
> 95% of organisations are SMEs
ISO 50002 introduces 3 types of audits in informative annex
– Suitable for both large organisations and SMEs
– All 3 types of audit conform to the normative requirements

Type 1 is suitable for high level overview

– Suitable for majority of small organisations
– Others can use this to prioritise areas for investigation

Type 2 is suitable where more technical details is required

Type 3 is for opportunities with high capital cost and risk

Why International experts introduced
3 types of audits?
Organisations tend not to carry out detailed audit of the whole
organisation as one exercise
– Have knowledge / insight of high-level overview of
consumption and areas of significant savings
– Targeted audits to drill down to details
– Opportunities may:
• Be “just do it”
• Need further studies to quantify savings and costs
• Have high capital cost or incur higher business risk
needing senior management approval

Very common in Asia/Pacific, South Asia, Americas andAfrica

Example: Australia and New Zealand
Australia and New Zealand is revising their energy audit standard
– Based on the principles of ISO 50002
– Interlink the regulatory requirements
– Tighten up the conditions when the various types of energy
audit are to be used

– Creating sub-parts for:

• Buildings
• Processes
• Transport
Example: United Kingdom
When carrying out an energy assessment to comply with Energy
Savings Opportunity Scheme (ESOS)
– Large enterprise can choose to use ISO 50002
– Example application could be:
• Type 1 to define scope and boundary, and high level
opportunities/areas for analysis
• Type 2 to rapidly identify and quantify opportunities
• Type 3 to do detailed feasibility on high cost or high risk
opportunities
– Utilises competent lead energy assessor to PAS 51215
Timeline for ISO 50002
FDIS ballot opens March 2014
FDIS ballot results June 2014

Expected publication Q3 2014

Introduction to ISO 50002:
How it fits into ISO 50001 family of standards
Kit Oung