Practical Guide

to ISO 50001

Energy Management System

Prepared by EnMS-Doc Associates 27th July 2011
Revision 2
Permission to use extracts from ISO 50001 was provided by Standards Council of Canada.
Copyright 2011 EnMS-Doc Associates All Rights Reserved.

Established in 1947

What is ISO
International Organization for Standardization ISO is the world largest standards developing organization.
ISO has published more than 18,500 International Standards
( Ranging from standards for activities such as agriculture and construction, through mechanical engineering, to medical devices, to the newest information technology developments )

An acronym "ISO" was chosen deriving from the Greek isos, meaning "equal" ( Whatever the country, whatever the language, the
short form of the organization's name is always ISO)

Summary of ISO was referenced from ISO website, page Discover ISO:

http://www.iso.org/iso/about/discover-iso_isos-name.htm
2

The ISO brand

Democratic
Each country is on an equal footing to influence the direction of ISO's work

Voluntary
ISO standards are voluntary: ISO itself does not regulate or legislate

Market-driven
ISO only develops standards for which there is a market requirement

Consensus
ISO standards are based on international consensus by requiring a periodic review of its standards at least every five years

Globally relevant
ISO standards are technical agreements which provide the framework for compatible technology worldwide
3

Who can join ISO

Membership of ISO is open to national standards institutes most representative of standardization in their country (one member in each country)
Some of 110 member bodies are: Brazil (ABNT) Associao Brasileira de Normas Tcnicas Canada (SCC) Standards Council of Canada China (SAC) Standardization Administration of China Germany (DIN) DIN Deutsches Institut fr Normung Japan (JISC) Japanese Industrial Standards Committee Thailand (TISI) Thai Industrial Standards Institute USA (ANSI) American National Standards Institute United Kingdom (BSI) British Standards Institution and 42 correspondent members (observer role thus no voting rights)

10 subscriber members (countries with very small economies wishing to maintain contact)
4

 For government sectors

What benefits ISO provides

technical base for health, safety and environmental legislation, and conformity assessment

For businesses

For customers

development, manufacturing and supply of products and services more efficient, safer and cleaner facilitates trade between countries and make it fairer shares technological advances and good management practice a broader choice of offers world-wide, and benefitting from competition assurance of quality, environmental friendliness, safety, efficiency and interchangeability at an economical cost wherever in the world you are quality of life in general by ensuring that the transport, machinery and tools we use are safe and cleaner quality of air, water and soil, reducing emissions of gases/radiation and promoting green products for preserving the environment
5

For consumers

For everyone

For the planet

Path to become ISO standard

Industry or business sector
Requirement for standard

ISO's national member

New work item

Proposal

NP

Council
Technical Committee (TC)
Sub Committee (SC) CD

Published

Intl Standard

Standard Development
WD DIS

review comments

TC/SC & Working group

Representing ISOs national members

review comments

VOTE

review comments

VOTE

VOTE review comments

FDIS

Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote.

ISO 9001/ISO 14001/ISO 50001

What is different from others

The vast majority of ISO standards are highly specific to a particular product, material, or process ISO 9001 (quality),ISO 14001 (environment) and ISO 50001 (energy) are "generic management system standards" "Generic" means that the same standard can be applied to any
organization, large or small, whatever its product or service, in any sector of activity, and whether it is a business enterprise, a public administration, or a government department. ISO 9001 ISO 14001 ISO 50001 Quality Management System Environment Management System Energy Management System

Generic sets of requirements to implement

Having organisations in more than one country, a single, harmonized standard for implementation across the organization
7

ISO 50001

Differentiation Factors to

ISO 9001/ISO 14001

ISO 50001 International EnMS Standard guides you to:

Imposes DATA oriented management practices, thus focuses on performances Defines organisations and companies to have a well-recognized framework for integrating energy efficiency into their management practices Properly run operational management system that promotes sustainable business development
Produce the best quality product on account of least energy consumption

Have the strong top management involvement & leadership in EnMS operation Have the top management to appoint a management representative from higher management level to manage cross over organisation Encourages organizations to better utilize existing energy consuming facilities, thus reducing operational costs and/or expanding business capacity Have a framework to encourage suppliers and customer to better manage their energy, thus promoting energy efficiency throughout the supply chain
8

ISO 50001

Key differentiation Factors to

ISO 14001

Proclamation of Independence !!
Energy management has always been a part of ISO 14001 Improve energy performance has always been positive environmental aspects

Inevitable birth of ISO 50001 due to market needs EnMS that generates data for measuring PERFORMANCES
EnMS audit examines if energy performance improved, and objectives and targets achieved To ensure sustainable business development for a long range survival Energy management as a component of carbon emission reduction projects Recognition of PDCA ensuring continual improvement Most businesses are to generate energy or some sorts of energy for clients, thus energy management is being recognised as business management
Generate the best quality energy for clients on account of least energy consumption

Energy management: nothing to lose, only to gain ISO 50001 certification is not about nonconformity prevention but to demonstrate superiority of your business
9

Why ISO 50001 EnMS is attractive?

(1) DATA Oriented Management System!!
Evaluation of energy PERFORMANCE can be measured and quantified by the DATA

(2) Managing with EnMS performances

EnMS performances are A + B of the following: A. Performance of EnMS itself : standard management performance B. Energy Performance : performance managed with data such as EnPI

EnMS Performance
Energy Performance Management Performance
ISO 9001 Generic ISO 14001

(3) Practicality

Regardless of the size and type of organisation, regardless of if you are subscribing to the national or local requirements, data and performance based management method can be properly blended into your operation.

Continual Improvement Process (PDCA)

10

ISO 50001 Birth Passage

Establishment of PC242 February 2008 Secretariat: ANSI (U.S.A.) & ABNT (Brazil)
43 participating countries such as Australia (AS), Canada (SCC), China (SAC), Germany (DIN), India (BIS), Japan (JISC), Russian Federation (GOST R), South Africa (SABS), Thailand (TISI), United Kingdom (BSI), etc. 13 observing countries

Working Draft Approved Winter 2008 Committee Draft Approved Summer 2009 Draft International Standard version Approved Summer 2010 Final Draft International Standard version Approved Spring 2011

ISO 50001 International Standard EnMS Published 15 June 2011

11

ISO 50001

International Standard on Energy Management System

Contents Forward Introduction 1. Scope 2. Normative references 3. Terms and definitions 4. EnMS Requirements
4.1 General requirements 4.2 Management responsibilities 4.3 Energy Policy 4.4 Energy Planning 4.5 Implementation and operation 4.6 Checking (performance) 4.7 Management Review

Remarks
About ISO and positioning of the document Summary of the standard in this document Scope: Specifying requirements for EnMS

Any references to make this document valid Terms and definitions used in this document
Defining the requirements of ISO 50001
Establish Define

EnMS

Scope and Boundaries

Determine
How it will meet the requirements to achieve continual improvement of energy performance Implement Maintain

Document

Annex A Guidance on the use of Clause 4

Strictly informative guide to ensure a proper understanding and appreciation of the contents in Clause 4
12

Conceptual Business Flow of EnMS

Continual improvement
Energy policy

Planning

Management review

Implementation and operation

Monitoring, measurement and analysis Checking

Internal audit of the EnMS

Nonconformities, correction, corrective and Preventive actions

13

Excerpt form ISO 50001:2011(E) page vi

Practical Business Flow of EnMS

Conceptual

14

What is ISO 50001 Compliance

Establish guideline and provisions for EnMS operation following ISO 50001
Clause 4, Sub-clause 4.1 - 4.3

Operate business under the established EnMS following ISO 50001

Clause 4, Sub-clause 4.4 & 4.5

Verify if you operate business under established EnMS in conformance to ISO 50001 report the result of verification at Management review
Clause 4, Sub-clause 4.7 Clause 4, Sub-clause 4.6

Verification is done by actual result written in reports and records as evidences against written guidelines and provisions, procedures and plans Therefore, documentation is the most important aspect to consider when one seeks efficient operation of EnMS compatible to ISO 50001
15

ISO 50001 Requirements & Interpretation

Clause 4. EnMS requirements 4.1 General requirements

Establish

Define

EnMS

Scope and Boundaries Determine Document

How it will meet the requirements

to achieve continual improvement of energy performance Implement

Maintain

16

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.2 Management Role

4.2.1 Top management commitment
EnMS Champion Scope & Boundary
Performance ownership

Fair evaluation

Energy Policy

Planning initiative

EnPI assessment

Provide resources

Disseminate EnMS

Management Review

4.2.2 Management representative

Top Management Appoints & authorizes
EnMS Owner

Reports performance

Management rep.
EnMS Champion

Directs energy management activities

Organise the operation unit Define roles & responsibility Appoint members
17

Energy management team

EnMS Operation Committee

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.3. Energy Policy

Coherent with the nature and scale of, and impact on, the organization's energy use Commitment to continual improvement in energy performance Framework for setting and reviewing energy objectives and target Commitment to ensure the availability of information and of necessary resources to achieve objectives and targets
Energy Policy Template (EnMS-Policy-M01E)

Commitment to comply with applicable legal and other requirements Supports the purchase of energy efficient products and services Documented, communicated, and understood within the organization Periodically reviewed, and updated as necessary Name of Top Management

18

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.4. Energy Planning Energy Planning Process

4.4.1 General

A.4.1 Energy Planning Process Concept Diagram

Excerpt form ISO 50001:2011 (E) page 16

19

ISO 50001 Requirement Summary & Interpretation

4.4. Energy Planning

Reference: ISO/DIS 50001(E) page 14

Sample of applying Energy Planning Process Concept

EnMS Energy Review Report Guidebook+t (EnMS-EnRev.Rep-M01E)

20

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.4. Energy Planning

4.4.3 Energy Review
a) Analyze energy use based on measurement and other data

b) Based on energy use analysis, identify the areas of significant energy use and consumption

Fig. Sample-2 c) Identify, prioritize, and record opportunities for improving energy performance, including, where applicable, potential energy sources, use of renewables, or alternative energy sources

Fig. Sample-1

Energy Conservation Opportunity

Excerpt form Energy Review Report Guidebook+t (EnMS-EnRev.Rep-M01E) EnMS Energy Review Report Guidebook+t (EnMS-EnRev.Rep-M01E)
21

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.4. Energy Planning

4.4.3 Energy Review
Energy review shall be planned, implemented documented reported. Energy review is to define baseline and target after identifying energy conservation opportunities (ECOs), and will be used as one of evidences for quantifying energy performance improvements.

The energy review shall be updated at defined intervals and in response to major changes in facilities, equipment, systems or processes.
EnMS Energy Review Report Guidebook+t (EnMS-EnRev.Rep-M01E)
22

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.4. Energy Planning

4.4.4 Energy baseline 4.4.5 Energy performance indicators (EnPIs)

From the energy review, energy baseline & EnPI shall be recorded for saving target
Excerpt form Monitoring & Action Guideline Guidebook+t (EnMS-Monitor.Gdln-M01E)

Fig. Sample-1

4.4.6 Energy objectives, energy targets and energy management action plans
From the energy review, objectives, targets and action plan shall be consolidated in a plan Action name

Objectives
Close the comp. air valve Review washing cycle Reduce detergent for shorter rinse Fig. Sample-2

Targets
Reduce power by 720,000kWh Cost red. 3.3 % CO2 emit. Red. 400 t-CO2

By who
Prod.#1 Manager

By when
End March, 2012

Product line Change Enhancement

Monitoring & Action Guideline Guidebook+t (EnMS-Monitor.Gdln-M01E)

23

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.5. Implementation and operation

4.5.1 General 1) Apply additional 6 elements in establishing the plan 2) Implement and operate in accordance with the established plan 4.4.2 Legal and other requirements 4.4.3 Energy Review 4.4.4 Energy baseline 4.4.5 Energy performance indicators (EnPIs) 4.4.6 Objectives, targets and action plan 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
24

EnMS Action Plan Guidebook+t (EnMS-Audit.Plan-M01E)

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.5. Implementation and operation

4.5.2 Competence, training and awareness Competence
EnMS ensures any person or persons working for, or on its behalf related to significant energy uses are competent on the basis of appropriate education, training, skills or experience.

Training
EnMS shall identify training needs associated with the control of its significant energy uses and its operation
Workshop External training Internal training Seminar Etc.

Awareness
EnMS ensures that persons working for or on its behalf are and remain aware of:
1) The importance of conformity with the energy policy, procedures and with the requirements of the EnMS 2) Their roles, responsibilities and authorities in achieving the requirements of the EnMS 3) The benefits of improved energy performance 4) The importance of achieving energy objectives and targets, and the consequences of departure from specified procedures

EnMS Training Plan Guidebook+t (EnMS-Training.Plan-M01E)

25

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.5. Implementation and operation

4.5.3 Communication
a) Energy Performance & EnMS Operation Communication b) Awareness and Motivational Communication

Examples can be
EnMS site and monitoring system links from company portal site
EnMS proprietary bulletin boards Suggestion Box Morning meetings Training sessions

Motivation and incentive program

Etc. Fig. Sample c) External Communication on EnMS Press release Web: contact us Company newsletter Factory tour CSR report Community activities
26

EnMS Communication Guideline Guidebook+t (EnMS-Comm.Gdln-M01E)

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.5. Implementation and operation

4.5.4 Documentation
4.5.4.1 Documentation Requirements 4.5.4.2 Control of Documents

Scope & boundary

Energy Policy
Plan to achieve EnMS targets Guideline for creating documents Procedure for documents after released

. and any other documents considered necessary for ensure proper operation of EnMS

EnMS Document Management Guideline Guidebook+t (EnMS-Doc.Mgmt.Gdln-M01E)

27

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.5. Implementation and operation

4.5.5 Operational control EnMS Charter Sets a general guideline and provision for overall EnMS operation

Guidelines, Plans, Reports, etc.

Energy review plan & report Energy Policy Audit plan & report Training plan & report Facility-Equipment List Monitoring & Action Guideline Continual Improvement Guideline Procurement Guideline Communication Guideline
and other documents considered necessary

Procedures

Document Management Management Review Lighting Continual Improvement Monitoring & action Pumps Fan/Blower Packing Line operation Compressed Air operation Chiller operation Material Handling Line operation Power Substation operation Cooling Tower operation Preparation Line operation Heating Line operation Boiler operation Water Treatment operation Service Water Facility Packaged AC Power Generator operation
and other documents considered necessary

EnMS Charter Guidebook+t (EnMS-Charter-M01E)

28

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.5. Implementation and operation

4.5.6 Design Two types of designing effort for energy efficient performance: Facility Design Manufacturing Process Design Product Design Feasibility study Review Design Financial analysis Project proposal

(Not mention in ISO 50001 but worth consider)

Review energy aspects in design Identify as

URS Construction or modeling Trial / tests Acceptance Verification RESULT

Management Review

Approval Energy Saving Project

EnMS Energy Review Report Guidebook+t (EnMS-EnRev.Rep-M01E)
29

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.5. Implementation and operation

Procurement of energy services, products and equipments
Supplier quotation - Specs on energy type and rating - Life cycle energy consumption estimate - Life cycle maintenance cost

Collaboration with suppliers is key

4.5.7 Procurement of energy services, products, equipment and energy

Procurement of energy supply
Supplier quotation - Composition specifications of fuel energy - Composition specifications of water

- Service availability in case of contingency situations Energy efficiency assessment Life cycle energy cost vs. maintenance cost assessment Service flexibility assessment especially in the time of contingency

- Heat conversion factor per energy unit

- CO2 emission conversion factor per energy unit Perform composition test once every six months Check regularly the energy market prices to compare purchase prices
30

EnMS Lean Energy Procurement Guideline Guidebook+t (EnMS-Procure.Gdln-M01E)

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.6. Checking (Performance)

4.6.1 Monitoring, measurement and analysis Following key characteristics of its operations that determine energy performance shall be monitored, measured and analysed at planned intervals.
a) significant energy uses and other outputs of the energy review b) the relevant variables related to significant energy uses; c) EnPIs d) effectiveness of the action plans in achieving objectives and targets d) evaluation of actual versus expected energy consumption.

Guideline/procedure are useful to :

a) Define method of treating records b) Define how to review measurement needs c) Define method to maintain quality of monitoring equipments and records d) Define procedure to identify and act against deviations in energy performance

e) Define procedure for consistent monitoring and action operation

EnMS Monitoring & Action Guideline Guidebook+t (EnMS-Monitor.Gdln-M01E)
31

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.6. Checking (Performance)

4.6.2 Evaluation of compliance with legal requirements and other requirements

EnMS is to stay alert and at planned interval evaluate compliance with legal and other requirements to which EnMS subscribes that are relevant to its energy uses.
The updates and results of evaluation can be consolidated as records in a document containing following information:
a) List of legal and other requirements to which it subscribes that are relevant to its energy uses

b) Summary or highlight description of evaluation items for compliance

c) Compliance status d) Recommended action e) Additional remarks if necessary

Recorded information can be presented during management review to serve EnMS purpose.
EnMS Legal & Requirements Compliance Status Report Guidebook+t (EnMS-LRC.Status.Rep-M01E) 32

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.6. Checking (Performance)

4.6.3 Internal audit of the EnMS

EnMS audit is to be conducted as part of organisations audit programme.

Define the EnMS audit:
a) Objective b) Scope c) Responsibility d) Procedure

Reference ISO19011:2002 Guidance on the Principles of Auditing in conducting EnMS audit.

EnMS audit is encouraged to conduct in accordance with voluntary documented EnMS audit plan. (*1) Audit examines : EnMS conforms to energy objectives and targets established EnMS is properly implemented and (*1) ISO 50001 does not require audit energy performance improved plan and report per se, however they are highly recommended for efficient Record of audit result shall be and effective audit activities. reported to top management.
EnMS Audit Plan Guidebook+t (EnMS-Audit.Plan-M01E)
33

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.6. Checking (Performance)

4.6.4 Nonconformities, correction, corrective action and preventive action Improvement actions
Continual improvement is the heart of EnMS operation

Actions for correction, corrective, and preventive as well as actions to counter nonconformities

EnMS Continual Improvement Guideline (Problem Resolution management Guideline)

A guideline is useful to identify elements requiring improvement, and to define situations for preventive and corrective actions.

EnMS Continual Improvement Procedure

A document defining procedure is useful for the entire work force dealing with actual and potential nonconformity, and through corrective and preventive actions to identify opportunities from continual improvement practices.
EnMS Continual Improvement Guideline Guidebook+t (EnMS-Cont.Impr.Gdln-M01E)
34

ISO 50001 Requirement Summary & Interpretation

Clause 4. EnMS requirements 4.7. Management review

Management review is one of the most important EnMS processes
a) Reassures top management role and responsibility b) Accelerates the EnMS progress for continual improvement c) Removes members wonder
d) Evaluate peoples effort & skill

e) Understands the changes made

Defining logistics
Purpose Frequency

Participants Procedure

Input to management review

Output from management review

Changes in energy performance or EnPI Changes in energy policy, objectives/ targets or baseline Allocation of resources.
35

ISO 50001 Annexes & Interpretation

Annex A Guidance on the use of Clause 4 EnMS requirements

Annex A is strictly informative
Excerpt from ISO/DIS 50001 page 13

Purpose is to prevent misinterpretation of the requirements contained in Clause 4.

It is not intended to add to, subtract from, or in any way modify these requirements. It encourages periodically review and evaluate energy performance from EnMS operation in order to identify opportunities for improvement for implementation. The organisation is given flexibility in how it implements the EnMS. Organisation can pursue Continual improvement from a wide range of energy performance activities.
Excerpt form ISO 50001:2011 (E) page 14
Figure A.1 Conceptual representation of energy performance

36

ISO 50001 Annexes & Interpretation

Annex B Comparison Table ISO 50001, ISO 9001, ISO 14001

Annex B compares the table of contents among "generic management system standards including additional friend ISO 22000, International Standard for Food safety Management System . The comparison is for the purpose of providing good reference if one is considering integrating the .Forward management systems.
Following observation can be stated:
All have the same title/clause structure up to clause 3. ISO 50001 and ISO 14001 have identical clause structure which consolidates all the system requirements in clause 4. ISO 9001 with its longer history and revision practiced Clause 4 for improvement, splitting up the clauses for system Clause 5 Clause 6 requirements based on the market needs. However the Clause 7 Clause 8 contents coverage is uniform to ISO 50001 with difference that ISO 9001needs to define product quality.
4.4.3 4.5.2 4.5.3 4.5.5 4.5.7 4.6.1 4.7 Energy review Competence, training and Documentation Communication Procurement of energy ser Monitoring, measurement Management review

and ISO 22000

.Introduction Clause 1 Scope Clause 2 Normative reference Clause 3 Terms and definitions

QM general requirements Management responsibility Resource management Product realization Measurement, analysis and improvement

ISO 50001

7.2.1 Determination of requirements 6.2.2 Competence, training and 4.2 Documentation requirements 5.5.3 Internal communication 7.4 Purchasing 8.2.3 Monitoring, measurement .. 5.6 Management review

ISO 9001

ISO 22000 follows ISO 9001 clause structure, with difference of putting emphasis on safety quality.
37

Reference from ISO/DIS 50001(E)

Informative Annex in ISO/DIS 50001(E) but was removed from ISO 50001:2011(E)

Annex B Comparison Table for Key Standards of EnMS on the

Energy Review Criteria of ISO 50001
Following 8 established national standards represented as the key member of TC242 were used for a comparison:
(1) ANSI/MSE 2000-2008 (U.S.A.) (5) NSAI IS 393 (Ireland) (2) DS 2403: 2001 (Denmark) (3) EN 16001 (CEN) (4) KATS KSA 4000:2007 (Korea) (6) SAC GB/T-200 March 2009 (China) (7) SIS SS 627750 Reference (Sweden) (8) TISI EnMS: SPECIFICATION 9/2004 (Thailand)

Although Annex B was removed, it is worthwhile to note that Energy Review is ranked as a subject of high importance in EnMS.
38

(contd)

Reference from ISO/DIS 50001(E)

Comparison Table by Key Standards on Energy Review Criteria to ISO 50001

Following observation can be stated:

(2),(3),(5) & (7) representing as a European team has the similar basic approach to energy review. The contents are similar to ISO 50001. They put emphasis on human operation aspects of significant energy use. (1) representing the U.S.A., the contents are similar to ISO 50001 but descriptions are more in detail. A big difference is that it does not elaborate on identifying ECOs. (4) representing Korea, titled The energy aspects analysis with objective to identify significant energy aspects and using EnPI in identifying improvement factors (ECOs) then to set up action plan. (6) representing China, the process is similar to ISO 50001 but putting emphasis on baseline setting with consideration of using specific energy consumption approach. (8) representing Thailand, the contents are similar to ISO 50001 only using different terminology.
(1) (2) (3) (4) ANSI/MSE 2000-2008 (U.S.A.) DS 2403: 2001 (Denmark) EN 16001 (CEN) KATS KSA 4000:2007 (Korea) (5) (6) (7) (8) NSAI IS 393 (Ireland) SAC GB/T-200 March 2009 (China) SIS SS 627750 Reference (Sweden) TISI EnMS: SPECIFICATION 9/2004 (Thailand) 39

Additional Management Principles in EnMS Operation

Summary of Management Principles in EnMS

Following is the list of items necessary to control EnMS operation regardless of what ISO 50001 requires: 1. Operation and Progress Management
Ensuring operation is making progress according to the plan

2. Change Management
Ensuring operation is in line with the changes

3. Operational Problem Resolution Management

Ensuring operation swiftly to problem faced and turn into opportunity for improvement

4. Risk Management
Ensuring risk factors are evaluated to secure position for continual improvement

5. Preparation for Contingency

Ensuring safety is considered in case of emergency situation

6. Document Management
Ensuring key documents are identified, maintain, updated and available when in need

7. Objective and Target Achievement Evaluation Criteria

Ensuring objective and target achievement evaluation criteria are defined in order to measure and evaluate progress or result
40

Summary of Documentation
Documentation is key to the success of EnMS operation
Energy Policy

12 Key documents were introduced for ISO 50001 certification

The Charter

Document Management Guideline Monitoring Guideline Continual Improvement Guideline

Management Documents

Energy Review Report Action Plan Training Plan

Procedure Documents

Records

Procurement Guideline

Communication Guideline

Audit Plan

Legal & Requirements Compliance Status Report 41

EnMS Charter Guidebook+t (EnMS-Charter-M01E)

Final notes This guide is to acknowledge the good feeling about how EnMS can brighten up your organisation on account of energy efficient operation, and at the same time gaining ISO 50001 certification. Documentation is the key to disseminate guidelines and provisions for people to move into the right direction for continual improvement. With ISO 50001 class documentation, your EnMS operation is on a global scale at your own language. Thank you
42

Contents were prepared by

EnMS-Doc Associates www.enms-doc.com For Questions, comments etc., Please contact:

[email protected] Permission to use extracts from ISO 50001 was provided by Standards Council of Canada. No further reproduction is permitted without prior written approval from Standards Council of Canada.

43