ISO 50001 Energy Management System - BSI Group
ISO 50001Energy Management SystemYour implementation guide
ISO 50001 lowers your energyconsumption, your energy bills andyour environmental footprintUsed by organizations across the world to manageand reduce energy use and costs, ISO 50001 is anexcellent framework to help implement an energymanagement system (EnMS). From large retailersto smaller manufacturers and small businesses,the standard offers organizations the opportunityto become more resilient against energy costs andavailability. Whether you’re interested in certifying toISO 50001 to reduce costs, comply with legislationor increase your sustainability, implementing thestandard provides a systematic approach to achievingall three.At BSI we don’t just certify our clients, we work tobecome a true business partner. Our most successfulclient relationships are based on understanding notonly your need for certification but your business too:we’ll keep you up-to-date on the standards, legislation,training and news that’s relevant to your organization.We also offer tools and technology that can improvenot just how your management systems work, buthow your overall business operates.“Sheffield Hallam University has achieved many ofthe big-win energy savings needed to improve itsprocesses. The framework of ISO 50001 has providedus with a tool to deliver this which allows us tomaximize potential opportunities and implementchanges to operations and behaviours.”Contents Benefits ISO 50001 clause by clause Top tips from our clients Your ISO 50001 journey BSI Training Academy BSI Business ImprovementSoftware2Gillian Wright,Energy Carbon Manager,Sheffield Hallam University
How ISO 50001 works and what itdelivers for you and your companyISO 50001 is a sustainable business tool that helps organizations implement a flexible and robust energymanagement system (EnMS). Effective energy management isn’t just good for business, it’s also becominga requirement. ISO 50001 will help your organization understand how you’re using various types of energyand identify realistic ways of reducing consumption, emissions and costs. The international standard outlinesenergy management practices that not only save your organization money today, but also in the long term;all while helping shield your bottom line from the increasing cost of energy. ISO 50001 also shows yourcommitment to reducing environmental impact which can help you stand out from your competition andearn new business.Benefits of ISO 50001*Environmental improvementsBusiness improvements85%Regulatory and industry compliance77%Reduced business cost46%46%Waste defect reductionReduced business risk*Source: BSI Benefits survey - BSI clients were asked which benefits they obtained from ISO 500013
How ISO 50001 worksReleased in 2011, and containing4 key clauses, ISO 50001 is basedon the management system modelof continual improvement. Thestandard provides a framework ofrequirements for organizations to: Develop a policy for moreefficient use of energyPlanEstablish objectivesand draft your plansEgy Mn erImplementationand OperationPlanEnergyPlanning Fix targets and objectives to meetthe policy Use data to better understandand make decisions aboutenergy use Measure the resultsDoImplement yourplansanagement SystemDoTopManagementCheckActActCorrect and improve yourplans to meet or exceedyour planned resultsCheckingReview andimproveCheckMeasure and monitor youractual results against yourplanned objectives Review how well the energy policyis workingThe Plan-Do-Check-Act (PDCA) cycle is the operating principle of ISO management standards. By following thiscycle, you can effectively manage—and continually improve—your organization’s effectiveness.Some of the core concepts of ISO 50001 are:4ConceptCommentManagementresponsibilityThe actions that top management must take in order to support the successfulimplementation and maintenance of an EnMSEnergy reviewThe analysis of energy use and consumption and the following identification ofopportunities for improving energy performanceEnergy baselineThe readings of energy consumption over a defined period of time that will be used tomeasure the performance of an EnMS againstPerformance indicatorsMeasures that will be used to evaluate how successfully the EnMS is operatingCommunicationSpecific guidance on what needs to be communicated to whom as an EnMS is beingplanned, implemented, maintained or improvedDocumentationRequired written details of the EnMS and supporting information such as energyconsumption billsNon-conformity andcorrective actionNon-conformities are identified via the audit process as the non-fulfilment of arequirement of the standard, corrective actions are what the actions an organizationmust take in order to fulfil the requirementManagement reviewThe process by which management evaluates the progress and achievements of theEnMS
Key requirements ofISO 50001Clause 1: ScopeClause 4.3: Energy PolicyThis clause relates to the scope or coverage of thestandard to help organizations achieve the intendedoutcomes of its EnMS.An organization’s energy policy will confirm itscommitment to improving energy performance.The policy must reflect the size and nature of thebusiness, commit to continual improvement andcompliance with any legal requirements. It will alsoestablish a process for setting and reviewing energyobjectives and targets, support energy-efficientproduct purchases and how and when the policy isreviewed and updated.Clause 2: Normative referencesThere are no normative references, for example otheradditional requirements in other standards, that haveto be considered. The clause is retained in order tomaintain the same numbering scheme as all theother management system standards.Clause 3: Terms and definitionsThis listing of terms and definitions is included in thestandard to provide readers with an understandingof terms related to energy management.Clause 4.2: Management ResponsibilityThis clause clearly lays out the need for topmanagement to commit to supporting the energymanagement system. This means that high-levelrepresentatives of the organization have to supportthe definition, establishment, implementation andmaintenance of an energy policy. Key commitmentsinclude conducting management reviews, makingsure that the necessary human, technology andfinancial resources are available and ensuring thatenergy objectives and targets are established.Clause 4.4: Energy PlanningThis clause focuses on how a business organizesitself to address its energy use. It requiresinformation gathering around the organization’sactivities that can affect energy as well as what,if any, legal requirements the organization mustmeet. The organization must also develop an energyreview that analyses energy use and consumptionto gain an understanding of where in the businessenergy consumption is highest. Using this data,improvement opportunities must be identified andprioritized. How the improvements will be measuredalso has to be decided. Establishing an energybaseline is also required to understand how muchenergy is being used before the energy managementsystem is put in place. Finally, in line with the energypolicy, energy objectives and targets need to beestablished, implemented and documented alongwith action plans detailing how they will be achieved.5
Clause 4.5: Implementation and OperationIn order to make sure that the EnMS is successfullyimplemented and maintained, ISO 50001 states thatall workers who are involved with the EnMS must becompetent and properly trained according to theirrole. Your organization should carefully review thecapabilities of the employees who will be workingwith the energy management system and determineif training or additional hiring is required. Theremust also be a system in place that supports thecommunication of information about the systemto impacted workers as well a way for workers toprovide feedback, concerns or suggestions.Documenting the EnMS is also very important. Theremust be a clear description of the system, its scope,boundaries, energy policy and objectives. The samemust be done for all of the associated action plans,documents and records. To ensure that it continuesto be relevant your organization will also have todevelop a process for maintenance, regular reviewand updating of the documentation.6The establishment and maintenance of operationalprocedures and controls, as required by the standard,helps organizations ensure they’re controllingsignificant energy use and adhering to the policies,objectives and targets established in the energyplan. The design requirement in the Implementationand Operation section of the standard requires thatall new, modified or renovated facilities, equipment,systems and processes that an organization builds orimplements that have a significant impact on energyuse must undergo an energy performance evaluationand that the resulting findings be incorporated intothe new project.It is also a requirement that when purchasing orprocuring energy services or products that consumeenergy, organizations have criteria for measuringenergy use, consumption and efficiency over theproduct/service’s lifetime and that potential suppliersare made aware that purchasing decisions will bepartly determined by these criteria.
Clause 4.6: CheckingClause 4.7: Management ReviewThis is all about measuring and evaluating your EnMSto ensure that it’s effective. You will need to considerwhat should be measured, how it will be measuredand how and when the data will be analysed andreported on.According to a set schedule, the top management ofyour organization will have to review the EnMS. Thisis done so that it continues to be suitable, adequateand effective. Highlights include a review of the energypolicy, the organization’s energy performance, legalcompliance and any changes that have occurred tolaws and regulations set by government, industry orother bodies, the status of corrective and preventativeactions as well as recommendations for improvement.Typically, the results of the Management Reviewwill include things like changes to the energy policy,energy performance indicators and/or the EnMS’sobjectives and targets.Internal audits will need to be carried out so that youcan make sure that the EnMS is in line with ISO 50001and is meeting the established objectives and targets.You will then have to address any nonconformities bytaking corrective and preventative actions.7
Top tips on making ISO 50001effective for youEvery year we help tens of thousands of clients. Here are their top tips. Top management commitmentis key to making this a success.“Executive support was vital, enabling thefinancial backing to pay for training costs ofimplementation.”Tony Waters, Managing Director, Solo Cup EuropeKeep staff informed of what’s going on, createa team or assign a champion, as this willincrease motivation. This could include a wellcommunicated plan of activitiesand timescales.Think about how different departmentswork together to avoid silos. Make sure theorganization works as a team for the benefit ofcustomers and the organization.“Energy savings require the commitment of the whole workforce. There ideally needs to bea champion in the organization who can drivechange and savings.”Brian Haslam, Quality, Environmental and EnergyManager, Camfill Farr“Everyone involved in energy should attend;from energy purchase, utility operationand generation to plant operations andmaintenance.”Mike Thornhill, Managing Director, Thornhill HeatExchangersReview systems, policies, procedures andprocesses you have in place – you may alreadydo much of what’s in the standard and make itwork for your business.“A lot of people were doing the right thingsanyway, but the training gave them greaterinsight and information.”Speak to your customers and suppliers. Theymay be able to suggest improvements and givefeedback on your service.“It is really important to make our energysaving results meaningful to our customers.”Train your staff to carry out internal audits.This can help with their understanding, butit could also provide valuable feedback onpotential problems or opportunitiesfor improvement.And finally, when you gain certificationcelebrate your achievement and use the BSIAssurance Mark on your literature, websiteand promotional material.8Tony Waters, Managing Director, Solo Cup EuropeSophie Hutchinson, Sustainability Manager,Morgan Lovell“I can carry out external audits in quality andfood safety at our suppliers’ premises, and thatdrives great improvements to our business asa result.”Denise Graham, Technical Manager, Tata GlobalBeverages:2011
Your ISO 50001 JourneyWhether you’re new to energy management or looking to enhance your current system, we have theright resources and training courses to help you understand and implement ISO 50001. But our supportdoesn’t stop there. We can help make sure your system delivers the best for your business and theenvironment.Wehelp you:Review and getcertifiedSee howready you areUnderstandand prepareYouneed to: B uy the standard and read it; understand thecontent, your requirements and how it willimprove your business Contact us, we can propose a solution tailoredto your organization’s needs D iscover information on our website, includingcase studies, whitepapers and webinarsvisit bsigroup.com How to Improve the Energy Performance of YourOrganization. An Introduction ISO 50001:2011training E nsure your organization understandsthe principles of ISO 50001 and the rolesindividuals will need to play, and review youractivities and processes against the standard Download ISO 50001 self-assessment checklist Implementing an Energy Management SystemBased on ISO 50001 training BSI Business Improvement Software helpsISO 50001 implementation Book a BSI gap assessment to see where you are Contact us to book your certification assessment Energy Management Systems Auditor/LeadAuditor training BSI Business Improvement Software helpsISO 50001 implementation Your BSI certification assessment Ensure all the right people are available andprepared for the audit visit(s) This is a two-step process, the length varies basedon the size of your organizationContinually improve and make excellence a habitYour journey doesn’t stop with certification. We can help you to fine-tune your organization so it performs at its best. Celebrate and promote your success – downloadand use the BSI Assurance Mark to show you arecertified. Your BSI Excellerator Report will benchmark theperformance of your business and highlight whereyou can improve Energy Management Systems Auditor/Lead Auditortraining - make your business lean and boostcustomer satisfaction. BSI Business Improvement Software will helpyou to manage systems and drive performance Your BSI Client Manager will visit you regularlyto make sure you remain compliant and supportyour continual improvement.9
BSI Training AcademyThe BSI Training Academy is a world leader in helping clients develop the knowledge and skills theyneed to embed excellence in their organizations. We offer a range of ISO 50001 training solutions thatcan be tailored to your needs. Our training courses are developed by experts in their fields, so when youtrain with us you’ll benefit from their expertise.Using the latest research, our accelerated learning approach is proven to fast-track learning and improve knowledge retention. Our experienced tutors can help you get to grips with the matters that concern you and your organization directly, whether delivered in-house or as part of an open course whereother delegates can share their experience.Courses that help you understand ISO 50001 include:How to Improve the Energy Performance ofYour Organization. An IntroductionISO 50001:2011ISO 50001:2011 Energy ManagementSystem Internal Auditor training One-day classroom-based training course L earn how to initiate an audit, prepare andconduct audit activities, compile and distributeaudit reports and complete follow-up activities L earn about the structure and key requirementsof ISO 50001 E ssential for anyone involved in the planning,implementing, maintaining, supervising or auditingof an ISO 50001 EnMSImplementing an Energy ManagementSystem Based on ISO 50001 Two-day classroom-based training course A ttendees learn about the standard’srequirements, how to identify the resourcesneeded for implementation, how to define,plan and implement an EnMS as well as thedevelopment of energy policies, processes, targetsand measuring techniques R ecommended for anyone involved in theplanning, implementing, maintaining, supervisingor auditing of an ISO 50001 EnMS10 Two-day classroom-based training course I deal for anyone involved in auditing, maintainingor supervising an ISO 50001 EnMSEnergy Management Systems LeadAuditor training Five-day classroom-based training G ain the knowledge and skills required toundertake and lead a successful managementsystem audit R ecommended for anyone involved in auditing,maintaining or supervising an ISO 50001 EnMS
BSI Business ImprovementSoftwareAccelerate implementation time anddeliver continual improvementsIt can help you to:The decision to implement a new managementsystem standard is a huge opportunity to drivebusiness improvement, but initiating, implementing,and maintaining this can also be a challenge.Ensuring you get the most from your investmentis a key driver to your future success. BSI businessimprovement software provides a solution that cansignificantly reduce the cost and effort to an effectivemanagement system such as ISO 50001. It can beconfigured to the requirements of ISO 50001 andprovide your organization with the tools necessary tomanage essential elements of ISO 50001 across yourorganization. The start of your ISO 50001 journey isan ideal time to implement BSI business improvementsoftware to support your energy management system. Manage your document control effectively Accelerate implementation time by up to 50% P rovide company-wide visibility onimplementation of the standard so you knowexactly where you are at any one time Y ou can easily and accurately input actions relatedto audits, incidents/events, risk and performance T hrough its customizable dashboards andreporting tools it gives you early insight intotrends that help you make business decisionsearly on and drive improvementThe savings are the costs youavoid because you could not seewhat was happening atthe facility level.11
Why BSI?:2011At BSI we create excellence by driving the success of our clients through standards. We helporganizations to embed resilience, helping them to grow sustainably, adapt to change and prosperfor the long term. We make excellence a habit.For over a century our experts have been challenging mediocrity and complacency to help embedexcellence into the way people and products work. With 80,000 clients in 182 countries, BSI is anorganization whose standards inspire excellence across the globe. That’s why we’re best placed tohelp you understand, implement and benefit from the standard.“BSI is our supplier of choice. We have a good relationship with our contacts there, who keep intouch regularly so that we’re informed about new standards, changes to existing standards or tolegislation, and other developments. We’re not interested in doing it on the cheap – it’s about theall-round package, and you get what you pay for with BSI.”Denise Graham, Technical Manager, Tata Global BeveragesOur products and servicesAssuranceComplianceThe core of our business centreson the knowledge that wecreate and impart to our clients.In the standards arena wecontinue to build our reputationas an expert body, bringingtogether experts from industryto shape standards at local,regional and international levels.In fact, BSI originally createdeight of the world’s top 10management system standards.Independent assessment ofthe conformity of a processor product to a particularstandard ensures that our clientsperform to a high level ofexcellence. We train our clientsin world-class implementationand auditing techniques toensure they maximize thebenefits of standards.To experience real, long-termbenefits, our clients need toensure ongoing compliance toa regulation, market need orstandard so that it becomes anembedded habit. We provideconsultancy services anddifferentiated managementtools to facilitate this process.Find out moreCall: 44 (0)345 080 9000Visit: bsigroup.com BSI GroupKnowledgeBSI/UK/845/SC/0516/EN/BLDWe provide a unique combination of complementary products and services, managed through our threebusiness streams; Knowledge, Assurance and Compliance.
ISO 50001 lowers your energy consumption, your energy bills and your environmental footprint Used by organizations across the world to manage and reduce energy use and costs, ISO 50001 is an excellent framework to help implement an energy management system (EnMS). From large
ISO 50001:2018 TIMESCALES ISO 50001:2018 was published 22 August 2018 and is the replacement for ISO 50001:2011. For organizations currently using ISO 50001:2011 there is a three-year transition period to switch to ISO 50001:2018. STRUCTURE OF ISO 50001:2018 The structure of ISO 50001:2018 follows the high level structure being applied to all .
Ref.No.EN ISO 50001:2018 E National foreword This British Standard is the UK implementation of EN ISO 50001:2018. It is identical to ISO 50001:2018. It supersedes BS EN ISO 50001:2011, which is withdrawn. The UK participation in its preparation was e
1. Energy Management System Conformance to ISO 50001 Energy Management Standard 2. Energy Performance Improvement (5% minimum over 3 years 7 ISO 50001 Components in place: Baseline Policy Plan Team/Leader Superior Energy Performance Single facility ISO 50001 conformance with validated energy pe
ISO 50001 certification were provided. The plant had already started complying with the U.S. Management System for Energy (MSE 2000) standard . before developing an EnMS. MSE 2000 is widely seen as the forerunner of ISO 50001. “Starting with MSE 2000 meant moving to ISO 50001 certific
edition of the ISO 50001 energy management system standard was released in 2018. After 20 August 2021, following a three-year transition period, ISO 50001:2011 certificates will no longer be valid. High-Level Structure ISO 50001:2018 is based on the High-Level Structure (HSL), which has been established as
implementing ISO 50001 2. Can be expected to achieve full conformance to ISO 50001, or is a less rigorous approach needed . 3. Find value in third-party certification of ISO 50001 conformance . 1 See US DOE’s . www.superiorenergyperformance.net
The ISO 50001 approach to energy management is based on a Plan-Do-Check-Act (PDCA) continual improvement process. Figure 1 shows how the key components of ISO 50001 map to the PDCA process. Important components of an ISO 50001-conformant En
Scope:ISO 50002 Applicability of an ISO 50002 energy audit to an ISO 50001; – ISO 50002 helps in developing energy review and energy performance. – The use of an energy audit is not a requirement for ISO 50001, other procedures may be utilized to complete the ene
