ISO 50001

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ISO 50001

ISO 50001 : ENERGY

MANAGEMENT SYSTEM
STANDARD A BRIEF OVERVIEW
THE ADVENT, IMPLEMENTATION AND
INTEGRATION OF NEWLY INTRODUCED
INTERNATIONAL STANDARD

ISO 50001

ENERGY

ISO 50001

Energy in Science: Energy is something that can do work.

Energy is a source of power such as fuels. (Oxford)
There are two basic forms of energy:
Kinetic Energy
Potential Energy
Conservation of Energy:
When energy changes from one to another, the amount of
energy stays the same.
Energy cannot be made or destroyed.
This rule is called the conservation law of energy.

ISO 50001

ENERGY MANAGEMENT
The judicious and effective use of energy to maximize profits (minimize
costs) and enhance competitive positions

ISO 50001

ENERGY MANAGEMENT
SYSTEM BIRTH STORY
ISO 50001 Energy Management System the path, the birth
story.
2006 international community engaged in discussions.
2005 started discussions about energy management in
several countries.
Mar/2008 ISO approved a proposal from the United States.

ISO 50001

2008 China Meeting (UNIDO) discussing about general

structure of standard.
Sep/2008 1st Meeting Washington DC starting ISO 50001 and
making WD establish (work draft)
Mar/2009 2nd Meeting analyzing WD suggestions approving
CD level (committee draft)
Nov/2009 3rd Meeting London CD analyses and approval of
DIS level (draft of international std)
Oct/2010 4th Meeting Beijing construction of FDIS (final draft
of international standard)
Jun/2011 Publishing ISO 50001.
Before Advent of this standard BS EN 16001 published August
2009 has been successfully developed in many countries and
famous specially in Europe.
ISO 50001

ISO 50001 ENERGY

MANAGEMENT SYSTEM
Set of interrelated or interacting elements to establish an
energy policy and energy objectives, and processes and
procedures to achieve those objectives

ISO 50001

OBJECTIVES OF
ENERGY MANAGEMENT
To achieve and maintain optimum energy procurement
and utilization, throughout the organization.
To minimize energy costs / waste without affecting
production & quality.
To reduce import dependency.
To enhance energy security, economic competitiveness,
and environmental quality.

ISO 50001

BENEFITS OF ISO 50001

Improved cost savings.
Helps to achieve energy efficiency & compliance.
Coordinating energy programs (Energy Efficiency, Energy
Production, Renewable Energy and Alternative Energy).
Facilities external financial incentives (Electric utility, third party
financing, tax benefits and others).
Builds energy management into business practices.
Optimize energy-consuming assets.
Improves operations and capital cost decisions.

ISO 50001

BENEFITS OF ISO 50001

Facilities energy management practices.
Improves the ability to benchmark, measure and report
energy intensity improvements.
Improves transparency and communication on the
management of energy resources.
Helps in evaluating and prioritizing new energy-efficient
technologies.
Framework for promoting energy efficiency throughout
the supply chain.

ISO 50001

ENVIRONMENTAL
BENEFITS
ISO 50001 also serves as a mean of improving an
organizations environmental performance, raising
operational efficiencies and greening their band.
GHG EMISSIONS AND CLIMATE CHANGE: The ISO
50001 Standard shall lead to reductions in GHG
emissions and other future Environmental impacts of
climate change, through the systematic management of
energy.
ACID RAIN: Acid rain = SO2 (Sulphur dioxide) + NO
(Nitrogen Oxide) + H2O (Water) The reduction of these
emissions through better energy management will
mitigate harmful impacts of Acid Rain.
ISO 50001

ENVIRONMENTAL
BENEFITS
AIR QUALITY:
Beside greenhouse gases, SO2 and Nox emissions that cause
acid rain, emissions of particulate matter contribute to bad air
quality. Fuel combustion is the most important source of
anthropogenic nitrogen oxide. Energy performance improvement
will lead to Air Quality Improvement.
WATER QUALITY:
Damage caused by the exploration and transport of oil is related
to the pollution of the water. By better management of Energy
sources water quality will be improved.
Helps in meeting International GHG reduction targets some
Important Definitions reference: ISO 50001 Standard
ISO 50001

IMPORTANT DEFINITIONS
Energy baseline: Quantitative reference(s) providing a basis
for comparison of energy performance.
Energy efficiency: Ration or other quantitative relationship
between an output of performance, service, goods or energy,
and an input of energy.
Energy performance indicator (EnPI): Quantitative value or
measure of energy performance, as defined by the
organization. NOTE EnPI could be expressed as a simple
metric, ratio or a more complex model.
Energy review: Determination of the organizations energy
performance based on data and other information, leading to
identification of opportunities for improvement.

ISO 50001

THE EnMS
STANDARD CLAUSES
1 Scope
2 Normative references
3 Terms and definitions
4 Energy management system requirements
4.1 General requirements
4.2 Management responsibility
4.2.1 Top management
4.2.2 Management representative
4.3 Energy Policy
4.4 Energy Planning
4.4.1 General
4.4.2 Legal and other requirements
4.4.3 Energy review
4.4.4 Energy baseline
4.4.5 Energy performance indicators
ISO 50001

THE EnMS
STANDARD CLAUSES
4.4.6 Energy objectives, energy targets and energy management action
plans
4.5 Implementation and operation
4.5.1 General
4.5.2 Competence, training and awareness
4.5.3 Communication
4.5.4 Documentation
4.5.5 Operational control
4.5.6 Design
4.5.7 Procurement of energy services, products, equipment and
energy
4.6 Checking
4.6.1 Monitoring, measurement and analysis
4.6.2 Evaluation of legal requirements and other requirements
4.6.3 Internal audit of the EnMS
4.6.4 Nonconformities, correction, corrective and preventive action
4.6.5 Control of records
4.7 Management review
4.7.1 General
4.7.2 Input to management review
4.7.3 Output from management review
ISO 50001

STEPS IN EnMS
CERTIFICATION

ISO 50001

ISO 50001-EnMS
REQUIREMENT
ISO 50001 specifies requirements for an organization to
establish, implement, maintain and improve an energy
management system.
Specifies energy management system (EnMS) to :
develop and implement an energy policy.
establish objectives, targets, and action plans which take
into account legal requirements.
This International Standard specifies requirement for all
factor affecting:
energy supply, uses and consumption
measurement, documentation and reporting,
design and procurement practices for energy using
equipment, processes, systems, and personnel.
ISO 50001 does not prescribe specific performance criteria
with respect to energy
ISO 50001

ENERGY MANAGEMENT
REPRESENTATIVE
The Organization shall appoint a competent Energy
Management Representative.
Energy Management Team: The size of the energy team will
vary depending on the size of your organization. In addition to
the Energy Representative who leads the team and possible
dedicated energy staff, consider including a representative from
each operational area that significantly affects energy use, such
as:
EnMR and Energy Team
Engineering
Purchasing
Operations and Maintenance
Building/Facilities Management
Environmental Health and safety
ISO 50001

PDCA CYCLE OF EnMS

Plan: conduct the energy use assessment, establish the
baseline, energy performance indicators (EnPIs), objectives,
targets and action plans necessary to deliver results that will
improve energy performance (measurable results related to
energy efficiency, use and consumption) in line with the
organizations energy policy;
Do: implement the energy management action plans;
Check: monitor and measure processes and the key
characteristics of operations that determine energy performance
against the energy policy and objectives, and report the results;
Act: take actions to continually improve energy performance and
the EnMS
ISO 50001

PDCA CYCLE OF EnMS

ISO 50001

ISO 50001

ENERGY POLICY
ISO 50001 defines Energy Policy as statement by the
organization of its overall intensions, and direction of an
organization related to its energy performance, as formally
expressed by top management.
The energy policy provides a framework for action and for the
setting of energy objectives and energy targets and is
documented, communicated, and understood well within the
organization.
Appropriate to the scale and nature of the organization energy
use.

ISO 50001

ENERGY POLICY
Availability of necessary resources and support.
Commitment to comply with applicable regulations and other
requirements.
Setting and reviewing of energy objectives and targets.
Supports the purchase of energy efficient technology and
services.
Energy policy declaration by an organization is seen as a top
management commitment to continual improvement of
organizations energy performance
ISO 50001

SAMPLE ENERGY POLICY

ABC Inc. Corporate Energy Policy Objective ABC Inc. is
committed to using and purchasing energy in the most efficient,
cost effective, and environmentally responsible manner possible.
Towards this end, ABC shall: Comply with all legal requirements,
other standards or code of practices to which it subscribes.
Improve energy efficiency continuously by setting objectives and
targets and establishing and implementing effective energy
management programs while providing information and
resources necessary to achieve them worldwide to support all
operations and costumer satisfaction. Applicability this policy
shall apply to all ABC Inc., facilities, business units, and
employees. Approval Mr. CEO & Chairman of the board

ISO 50001

ENERGY PLANNING
Consistent with energy policy and has the following activities :
Energy Review determination of Energy performance for
identification of energy saving opportunities.
Energy baseline establishing basis for energy performance
comparison.
Energy performance indicators (EnPIs) setting EnPIs,
measure of energy performance.
Objectives establishing, implementing and maintaining
documented energy objectives.

ISO 50001

ENERGY PLANNING
Targets setting targets consistent with the objectives.
Action plans formulating action plans to achieve objectives
and targets, legal / regulations and other requirements and shall
include:
designation of responsibility.
the means and time frame by which individual targets are to be
achieved.
a statement of the method by which an improvement in energy
performance shall be verified.

a statement of the method of verifying the results

ISO 50001

ENERGY PLANNING
Source: ISO 50001 Standard For Assessment documentation
shall include seasonal and annual records of metered electricity,
natural gas or other fuel used for stationary equipment. A list of
proposed energy saving activities and anticipated energy
savings due to conservation actions or equipment modifications
are also required.

ISO 50001

ENERGY PLANNING
The producer should consider activities to reduce energy usage
for items such as :
Lights & Fans
Stationary Engines
Production Machinery
Pumps, Vacuum pumps
HVAC
Refrigeration
Miscellaneous Energy Baseline: Quantitative reference(s)
providing a basis for comparison of energy performance

ISO 50001

RECORD KEEPING FOR

ENERGY BASELINE
EnPIs to measure the success of key elements in an energy
management plan and provide energy managers with the timely
nuggets of information they need to ensure success.
Total Energy Use
Energy composition
Usage by Energy Source
Unit Energy Costs
Total Energy Costs
Excluding Cooling
Stage of Production and Plant Services
ISO 50001

COLLECT DATA
The data must be complete and accurate because it will be
used for analysis and goal setting. Consider the following when
collecting energy use data:
Determine appropriate level of detail : Some may choose to
collect data from sub-meters on individual processes while
others may only look at a utility bill.
Account for all energy sources: Inventory all energy purchased
and generated on-site (electricity, gas, steam, waste fuels) in
physical unit (kWh, mMBtu, Mcf, lbs of steam, etc.) and on a cost
basis.

ISO 50001

COLLECT DATA
Document all energy uses: For the sources identified above,
assemble energy bills, meter readings, and other use data.
Gather at least two years of monthly data or a more frequent
interval if available. Use the most recent data available.
Collect facility and operational data, it may be necessary to
collect non-energy related data for all facilities and operations,
such as building size, operating hours, etc.

ISO 50001

IMPLEMENTATION AND
OPERATION
Organization to use the action plans and other outputs resulting
from the planning process for implementation and operations
and would require:
Competence, training and awareness of work force on their
role, responsibilities and duties.
Communicate internally with workforce on energy performance,
EnMS and establish a process through which suggestions can
be invited to improve EnMS.
Records and documents of the implementation and operation
of the EnMS scope and boundaries, energy policy, objectives,
targets, action plan and other documents as required.
ISO 50001

IMPLEMENTATION AND
OPERATION
Operational Controls of those operation and maintenance
activities related to significant use of energy.
Design of new, modified and renovated facilities, equipment,
systems and processes that can have a significant impact on
energy performance.
Procurement of energy efficient products, services and energy.

ISO 50001

MONITORING, MEASUREMENT
AND ANALYSIS
Key characteristics of operations that determine energy
performance are monitored, measured and analyzed at planned
intervals:
Significant energy uses and another outputs.
Energy Performance Indicators (EnPIs).
Effectiveness of Action plans.
Energy measurement plan.
Corrective and preventive actions
Control of records.
ISO 50001

INTERNAL AUDIT
Conduct internal audits to ensure that Energy Management
System (EnMS) confirms to:
Planned arrangements for energy management.
Energy objectives and targets established.
Effective implementation.
Evaluation of compliance.
Legal Requirements
Other Requirements.
ISO 50001

MANAGEMENT REVIEW
Top management shall review the organizations EnMS to ensure
its continuing suitability, adequacy and effectiveness.
Inputs for review will include:
Calendar of review.
Records.
Follow-up actions from previous management reviews.
Energy policy.
Energy Performance Indicators (EnPIs).
Legal compliance and other requirements.
ISO 50001

MANAGEMENT REVIEW
Energy objectives and targets.
Results of the audit.
Corrective and Preventive Actions.
Projected energy performance.
Recommendations for improvement.
Resources

ISO 50001

CONTINUAL IMPROVEMENT
A recurring process which results in enhancement of overall
energy performance and the EnMS.
Output of Management Review will include:
Changes in the energy policy.
Changes in EnPIs.
Changes in the targets, goals and objectives.
Allocation of resources.

ISO 50001

END

ISO 50001