INTRODUCTION TO ISO50001 by Hood Atan
Energy Management System
Introduction:
ISO 50001:2011, Energy
management systems – Requirements with guidance for use, is a voluntary
International Standard developed by ISO (International Organization for
Standardization). This new standard release in July, 2011 gives organizations
the requirements for energy management systems (EnMS).
ISO 50001 will
establish a framework for industrial plants, commercial, institutional, and
governmental facilities and entire organizations to efficiently manage energy.
Emergence of ISO standard
on Energy Management System
Figure 1: Chronology of Energy Management system standard |
The request to ISO to develop an international
energy management standard came from the United Nations Industrial Development
Organization (UNIDO) which had recognized industry’s need to mount an effective
response to climate change and to the proliferation of national energy
management standards.
ISO, in turn, had identified energy management
as one of the top five fields for the development of International Standards
and, in 2008, created a project committee, ISO/PC 242, Energy management, to
carry out the work.
ISO/PC 242 was led by ISO members for the
United States (American National Standards Institute – ANSI) and Brazil
(Associação Brasileira de Normas Técnicas – ABNT).
Experts from the
national standards bodies of 44 ISO member countries participated within ISO/PC
242 in the development of ISO 50001, with another 14 countries as observers.
The standard also benefitted from the participation of development
organizations including UNIDO and the World Energy Council (WEC).
ISO 50001 has been
able to draw on numerous national or regional energy management standards,
specifications and regulations, including ones developed in China, Denmark,
Ireland, Japan, Republic of Korea, Netherlands, Sweden, Thailand, the USA and
the European Union.
ISO 50001 — Why is it important
Energy is critical to
organizational operations and can be a major cost to organizations, whatever
their activities. An idea can be gained by considering the use of energy
through the supply chain of a business, from raw materials through to
recycling. In addition to the economic costs of energy to an organization,
energy can impose environmental and societal costs by depleting resources and
contributing to problems such as climate change. The development and deployment
of technologies for new energy sources and renewable sources can take time.
Individual organizations cannot control energy prices, government policies or the
global economy, but they can improve the way they manage energy in the here and
now. Improved energy performance can provide rapid benefits for an organization
by maximizing the use of its energy sources and energy-related assets, thus
reducing both energy cost and consumption. The organization will also make
positive contributions toward reducing depletion of energy resources and
mitigating worldwide effects of energy use, such as global warming.
ISO 50001 is based on
the management system model that is already understood and implemented by
organizations worldwide. It can make a positive difference for organizations of
all types in the very near future, while supporting longer term efforts for
improved energy technologies.
The benefits of ISO50001
ISO 50001 will provide
public and private sector organizations with management strategies to increase
energy efficiency, reduce costs and improve energy performance. The standard is
intended to provide organizations with a recognized framework for integrating energy
performance into their management practices. Multinational organizations will
have access to a single, harmonized standard for implementation across the
organization with a logical and consistent methodology for identifying and
implementing improvements.
The standard is
intended to accomplish the following :
• Assist organizations
in making better use of their existing energy consuming assets
• Create transparency
and facilitate communication on the management of energy resources
• Promote energy
management best practices and reinforce good energy management behaviours
• Assist facilities in
evaluating and prioritizing the implementation of new energy-efficient
technologies
• Provide a framework
for promoting energy efficiency throughout the supply chain
• Facilitate energy
management improvements for greenhouse gas emission reduction projects
• Allow integration
with other organizational management systems such as environmental, and health
and safety.
Compatibility with other ISO Standard.
Figure 2: Compatibility
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ISO 50001 is based on
the ISO management system model familiar to more than a million organizations
worldwide who implement standards such as ISO 9001 (quality management), ISO
14001 (environmental management), ISO 22000 (food safety), ISO/IEC 27001
(information security).
In particular, ISO
50001 follows the Plan-Do-Check-Act process for continual improvement of the
energy management system.
These characteristics
enable organizations to integrate energy management now with their overall
efforts to improve quality, environmental management and other challenges
addressed by their management systems.
ISO 50001 provides a
framework of requirements enabling organizations to :
• Develop a policy for
more efficient use of energy
• Fix targets and
objectives to meet the policy
• Use data to better
understand and make decisions concerning energy use and consumption
• Measure the results
• Review the
effectiveness of the policy
• Continually improve
energy management.
ISO 50001 can be
implemented individually or integrated with other management system standards.
ISO 50001 Certification
Like all ISO
management system standards, ISO 50001 can be implemented solely for the
internal and external benefits it provides the user organizations and the latter’s
stakeholders and customers. Certification by an independent auditor of
conformity of the user’s energy management system to ISO 50001 is not a
requirement of the standard itself. To certify or not is a decision to be taken
by the ISO 50001 user, unless imposed by regulation.
Alternatives to
independent (third party) certification are to invite the organization’s
customers to verify its implementation of ISO 50001 in conformity with the
standard (second party verification), or to self-declare its conformity.
The content of ISO 50001 standard
The content of ISO
50001 is structured as follows:
Foreword
Introduction (extract
from ISO 50001)
“ The purpose of this
International Standard is to enable organizations to establish the systems and
processes necessary to improve energy performance, including energy efficiency,
use, and consumption. Implementation of this standard is intended to lead to
reductions in greenhouse gas emissions, energy cost, and other related
environmental impacts, through systematic management of energy. This
International Standard is applicable to all types and sizes of organizations
irrespective of geographical, cultural or social conditions.
Successful
implementation depends on commitment from all levels and functions of the
organization, and especially from top management.
“ This International
Standard specifies requirements of an energy management system (EnMS) for an
organization to develop and implement an energy policy, establish objectives,
targets, and action plans, which take into account legal requirements and
information related to significant energy use. An EnMS enables an organization
to achieve its policy commitments, take action as needed to improve its energy
performance and demonstrate the conformity of the system to the requirements of
this International Standard.
Application of this
International Standard can be tailored to fit the requirements of an
organization — including the complexity of the system, degree of documentation,
and resources — and applies to the activities under the control of the
organization.
“ This International
Standard is based on the Plan-Do-Check-Act continual improvement framework and
incorporates energy management into everyday organizational practices.
“ NOTE : This approach
can be briefly described as follows.
►Plan : conduct the
energy review and establish the baseline, energy performance indicators
(EnPIs), objectives, targets and action plans necessary to deliver results in
accordance with opportunities to improve energy performance and the
organization’s energy policy.
►Do : implement the
energy management action plans.
►Check : monitor and
measure processes and the key characteristics of its 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.
The basis of this approach
is shown in Figure 3.Figure 3: Energy Management System Model |
“ Worldwide application of this International Standard
contributes to more efficient use of available energy sources, enhanced
competitiveness, and to reduce greenhouse gases emissions and other related
environmental impacts.
This International Standard is applicable irrespective
of the types of energy used.
“ This International Standard can be used for
certification, registration and self-declaration of an organization’s EnMS. It
does not establish absolute requirements for energy performance beyond the
commitments in the energy policy of the organization and its obligation to
comply with applicable legal requirements and other requirements. Thus, two
organizations carrying out similar operations, but having different energy
performance, can both conform to its requirements.
The document is based on the common elements found in
all of ISO’s management system standards, ensuring a high level of
compatibility with ISO 9001 (quality management) and ISO 14001 (environmental
management).
The organization can choose to integrate ISO 50001
with other management systems such as quality, environment, occupational health
and safety, and other.”
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
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
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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
Hood Atan
hood@efrmanagement.com
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