Exchange of Experience

Energy Management System ISO 50001: 2018

General introduction

15th January 2019

1
Contents

Why applying
energy
management
system standard?

What is
it?

“Introducing basic understand of

What are its
ISO 50001:2018 requirements, approach/principl
es?
especially critical ones”

What are
main/key
requirements?

Difference between
two versions
1. Why applying energy management system standard?

Show off
Generate
Directly link Increase company
Legal improvement
to company competitive competence
cost compliance ness
culture in
to its
company
customers
1. History of Energy Management System Standard
 2. What is it?
Standard Title
ISO 50001:2018 Energy management systems –
requirements with guidance on application
ISO 50002:2014 Energy audits – requirements with guidance
for use
Corresponds to German DIN EN 16247-1
ISO 50003:2014 Energy management systems –
requirements for bodies providing audit and
certification of energy management systems
ISO 50004:2014 Energy management systems – Guidance
for the implementation, maintenance and
improvement of an energy management
system
ISO 50006:2014 Energy management systems – Measuring
energy performance using energy baselines
(EnB) and energy performance indicators
(EnPI)
ISO 50015:2014 Energy management systems –
Measurement and verification of energy
performance of organisations
Contents Note
Requirements for energy management systems English
German
Guidance for energy audits (basic principles, English
procedure, types of audits for industry, buildings,
traffic, transport and services)
Accreditation rules for EnMS conformity English
assessment bodies (competence requirements German
for personnel, audit duration, audit process, audit
plan, audit team, audit report)
Support in the implementation, maintenance and English
optimisation of an EnMS (area of application,
management responsibility, prioritisation of
potentials for improvement, surveillance,
documentation, communication etc.)
General principles and guidance for English
measurement of energy performance German
General principles and guidance for English
measurement and verification of energy
performance
2. What is it?
2. What is it?

Vietnam 2017, 69
2. What is it?

• Second version; release 08-2018

• Prepared by Technical Committee ISO/TC 301, Energy management and
energy savings
• Collaborating with ISO/IEC (International Electrotechincal Commission)
• Procedure for developing this document: ISO/Directives, Part 1 & 2
• Specific terms and expressions to WTO principles in Technical Barriers to
Trade (TBT)
2. What is it?

ISO 50006:2014

ISO 50002:2014 ISO 50004:2014

ISO 50015:2014
2. What is it?

Structure (high level structure), compatible with other current MSSs

0. Introduction
1. Scope
2. Normative References
3. Terms and Definitions
4. Context of organization
5. Leadership
6. Planning
7. Support
8. Operation
9. Performance evaluation
10. Improvement
3. Energy management system requirements

0. Introduction

- Support culture of energy performance improvement

- Not applied to product
- Energy performance approach: data-driven; fact-based and systematic process
- Energy performance is key element and interrelated by EnPI and EnBs
- PDCA
- Compatibility with other MSSs
3. Energy management system requirements

1. Scope

- Regardless of its type, size, complexity, geographical location

- Irrespective of quantity, use or types of energy consumed
- Requires demonstration of continual energy performance improvement, but
does not define levels
3. Energy management system requirements

2. Normative references

- None
3. Energy management system requirements

3. Terms and definitions

Top
Organization management

3. Terms and definitions Boun

dary Scope

• Interested
Related to organization (5)
• Related to management system (5)
• Related to requirement (9)
• Related to performance (16)
• Related to energy (6)
Previous version: 28; not
classified
party/
Stake
holders
Scope: set of activities, which an organization
addresses through an EnMS
EnMS can include several boundaries, and can
include transport operations.
Boundary: physical or organizational limits;
organization defines boundary of its EnMS
3. Energy management system requirements

Manage
ment EnMS
system
3. Terms and definitions
Energy
manage
policy ment
• Related to organization (5) team
• Related to management system (5)
• Related to requirement (9)
• Related to performance (16) Energy
• Related to energy (6) policy

Previous version: 28; not

classified
3. Energy management system requirements

Require confor
ment mity

3. Terms and definitions

noncon correctiv
formity e action

• Related to organization (5)

• docume
Related to management system (5) nted
• process
Related to requirement (9) informati
• on
Related to performance (16)
• Related to energy (6)
monitor
audit
ing

Previous version: 28; not

classified outsour
ce
 3. Energy management system requirements

significa
energy
nt
Energy consum
energy
ption
use

3. Terms and definitions

energy
energy energy
efficienc
use review
y
• Related to organization (5)
• Related to management
system (5)
• Related to requirement (9)
• Related to performance (16)
• Related to energy (6)
 3. Energy management system requirements

continual
Measure performa
3. Terms and definitions ment nce
risk improve
ment

energy
energy
• Related to organization (5) performa
performan compete normalizat
ce nce ion
• Related to management system (5) nce
indicators
• Related to requirement (9)
• Related to performance (16) energy energy
performan performa
• Related to energy (6) ce nce objective
relevant
indicator improve variable
value ment

energy static
Previous version: 28; not baseline factor
effective
ness
energy
target
classified
 3. Energy management system requirements

3. Terms and definitions

• Related to organization (5)

• Related to management
system (5)
• Related to requirement (9)
• Related to performance (16)
• Related to energy (6)

Previous version: 28; not

classified
 3. Energy management system requirements

3. Terms and definitions

• Related to organization (5)

• Related to management
system (5)
• Related to requirement (9)
• Related to performance (16)
• Related to energy (6)

Previous version: 28; not

classified
 3. Energy management system requirements

4. Context of organization
Authorities to
control;

• 4.1. Understanding of organization

and its context Shall not
• 4.2. Understanding the needs and exclude
energy type,
expectation of interested parties
• 4.3. Determining the scope of the
EnMS
• 4.4. Energy management system Maintained as
documented
information
3. Energy management system requirements

5. Leadership

• 5.1 Leadership and commitment

• 5.2 Energy policy
• 5.3 Organization roles, responsibility, Top management
and authorities
2. What is it?

Main clauses

6.1. Actions to
address risks
and
opportunities

6.6 Planning 6.2. Objectives,

for collection energy targets and
of energy planning to achieve
data them

6.
Planning

6.5
6.3 Energy
Energy
review
baselines

6.4 Energy
performance
indicators
 3. Energy management system requirements

6. Energy planning

• 6.1 Action to address risks and

opportunities

• 6.2 Objective, energy target

and planning to achieve them

• 6.3 Energy review

• 6.4 Energy performance

indicators

• 6.5 Energy baseline

• 6.6 Planning for collection of

energy data
3. Energy management system requirements

Intended outcomes,
6. Energy planning Risks and energy performance
opportunities Undesired effect
Continual improvement
• 6.1 Action to address risks and
opportunities

• 6.2 Objective, energy target and Action to

planning to achieve them address

• 6.3 Energy review

• 6.4 Energy performance indicators

Integrating and
• 6.5 Energy baseline evaluating
• 6.6 Planning for collection of energy
data
 3. Energy management system requirements

6. Energy planning

• 6.1 Action to address risks and

opportunities Qualitative objective can be objective, it is often possible to
provide some quantitative values for qualitative
• 6.2 Objective, energy target and
planning to achieve them

• 6.3 Energy review

• 6.4 Energy performance indicators

• 6.5 Energy baseline

• 6.6 Planning for collection of energy

data
3. Energy management system requirements

6. Energy planning

• 6.1 Action to address risks and

opportunities

• 6.2 Objective, energy target and

planning to achieve them
• 6.3 Energy review
• 6.4 Energy performance indicators
• 6.5 Energy baseline
• 6.6 Planning for collection of energy
data
SEU Variables EnP Estimate
The energy review shall be updated at defined
intervals, as well as in response to major changes in
facilities, equipment, systems…
Not have to be updated all parts at same time, energy
audit can support
SEU can be facility, process or system or equipment
Renewable energy doesn’t represent an energy
performance improvement
3. Energy management system requirements

EnPIs could be expressed as a simple metric, ratio

or a more complex model.

6. Energy planning

• 6.1 Action to address risks and

opportunities

• 6.2 Objective, energy target and

planning to achieve them

• 6.3 Energy review

• 6.4 Energy performance EnPIs measurable, monitored, demonstration

indicators energy performance improvement
The methodology for determining and updating the EnPIs shall
be maintained as documented information.
• 6.5 Energy baseline
EnPIs shall be reviewed and compared to the energy baseline
as appropriate, especially when relevant variable significantly
• 6.6 Planning for collection of energy affect energy performance
data
Retain documented information of EnPI value
3. Energy management system requirements

6. Energy planning

• 6.1 Action to address risks and

opportunities

• 6.2 Objective, energy target and

planning to achieve them

• 6.3 Energy review

• 6.4 Energy performance indicators

• 6.5 Energy baseline
• 6.6 Planning for collection of energy
data
Where relevant variable significantly affect energy
performance  normalization EnPIs  EnBs
EnBs shall be revised when: EnPI no longer reflect,
major changes to the static factors, pre-determined
method
The EnBs, relevant variable data shall be retained
3. Energy management system requirements

6. Energy planning

• 6.1 Action to address risks and

opportunities

• 6.2 Objective, energy target and

planning to achieve them

• 6.3 Energy review

• 6.4 Energy performance indicators

• 6.5 Energy baseline
• 6.6 Planning for collection of energy
data
Where relevant variable significantly affect energy
performance  normalization EnPIs  EnBs
EnBs shall be revised when: EnPI no longer reflect,
major changes to the static factors, pre-determined
method
The EnBs, relevant variable data shall be retained
3. Energy management system requirements

6. Energy planning

• 6.1 Action to address risks and

opportunities

• 6.2 Objective, energy target and

planning to achieve them
• 6.3 Energy review
• 6.4 Energy performance indicators
Specify data necessary to monitor key characteristics,
how, frequency
Data retained shall inlcude: revlevant variable, energy
consumption, operational criteria, static factor if any

• 6.5 Energy baseline Reviewed at defined intervals

• 6.6 Planning for collection of

Accurate and Repeatable
energy data
Retain documented information
2. What is it?

Main clauses

8.1.
Operational
planning and
control

8.
Operation

8.3 Procurement 8.2. Design

 3. Energy management system requirements

Communicate Keep
Establish Implementatio
to relevant documented
8. Operation criteria
persons
n
information

• 8.1 Operational Outsource SEUs or

planning and Effective operation processes shall be
control Maintenance controlled

• 8.2 Design
Significant Action plan determined
• 8.3 Procurement deviation  in 6.2
determined by
organization
Control of change
 3. Energy management system requirements

Design
8. Operation Facilities
Equipm Specification
ent Procurement

• 8.1 Operational
planning and control
New Proces
System
• 8.2 Design Renovate ses
Modify
• 8.3 Procurement Impact
on
During
energy
lifetime
performa
nce

Consider improvement opportunities and

operational control
 3. Energy management system requirements

Inform to
8. Operation Products
Equipm supplier
ent

• 8.1 Operational
planning and control
Energy
Service
• 8.2 Design Procure using

• 8.3 Procurement
Significa Organiz
nt impact ation's
on energy
perform
ance

Establish and implement criteria for evaluating

energy performance
4. What are its approach/principles?
4. What are its approach/principles?
 4. What are its approach/principles?

The purpose of an energy management system is the continuous

energy performance improvement
Energy related performance Energy Performance Indicator (EnPI) Energy Baseline(EnB)
Measurable results with Quantitative value of energy-related Quantitative (s) reference
respect to performance as basis for comparison
- Energy efficiency - Simple metric
- Energy use - Relationship
- Energy consumption - Complex model

 Energy planning (PLAN) Definition of appropriate EnPI

Check Consistency Target Process
 Implementation (DO) Documentation System boundary and
methodology of the generation and updating of EnPI & EnB
 Check (CHECK) Monitoring, Measurement, Analysis of EnPI;
Reaction in case of significant deviations
 Management review (ACT) Verification of energy performance and ensuring
of EnPI adequacy
5. What does auditors skill have to have?
Thank you very much!

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