ISO 50001:2018, energy management systems

Determine the boundaries and applicability of the EnMS, considering the issues of 4.1 and the requirements of 4.2; ensure authority to control energy efficiency, use and consumption within the scope and boundaries; do not exclude any energy type within them; maintain the scope and boundaries as documented information.

Establish objectives at relevant functions and levels and establish energy targets (6.2.1). Objectives and energy targets shall be consistent with the energy policy, measurable if practicable, take account of applicable requirements, consider the SEUs and the opportunities from the energy review, and be monitored, communicated and updated as appropriate; retain documented information on them (6.2.2). Establish and maintain action plans stating what will be done, the resources required, who is responsible, when it will be completed and how results will be evaluated including the methods used to verify energy performance improvement; consider how the actions integrate into business processes; retain documented information on the action plans (6.2.3).

Develop and conduct an energy review: analyse energy use and consumption from measurement and other data, identifying current energy types and evaluating past and current energy uses and consumption; identify the significant energy uses (SEUs); for each SEU determine relevant variables, determine current energy performance and identify the persons under the organization's control who influence or affect it; determine and prioritize opportunities for improving energy performance; and estimate future energy use and consumption. Update the review at defined intervals and after major changes to facilities, equipment, systems or energy-using processes; maintain the methods and criteria as documented information and retain its results.

Determine EnPIs that are appropriate for measuring and monitoring energy performance and enable the organization to demonstrate energy performance improvement; maintain the method for determining and updating them as documented information; where data show that relevant variables significantly affect energy performance, consider that data in establishing the EnPIs; review EnPI values and compare them to the corresponding EnBs; retain documented information of EnPI values.

Establish one or more EnBs using the information from the energy review over a suitable period; where data show that relevant variables significantly affect energy performance, normalize the EnPI values and the corresponding EnBs; revise the EnBs when the EnPIs no longer reflect energy performance, when there have been major changes to the static factors, or according to a pre-determined method; retain the EnBs, relevant variable data and modifications as documented information.

Ensure the key characteristics of operations affecting energy performance are identified, measured, monitored and analysed at planned intervals; define and implement an energy data collection plan appropriate to size, complexity, resources and measurement equipment, specifying the data needed to monitor the key characteristics and how and how often they are collected and retained, including the relevant variables for SEUs, energy consumption related to SEUs and the organization, operational criteria for SEUs, static factors and the data specified in action plans; review and update the plan at defined intervals; ensure measurement equipment gives accurate and repeatable data and retain documented information on the means of establishing accuracy and repeatability.

Plan, implement and control the processes related to the SEUs that are needed to meet requirements and implement the actions of 6.2, by establishing criteria for the processes including effective operation and maintenance of facilities, equipment, systems and energy-using processes where their absence can lead to a significant deviation from intended energy performance; communicating the criteria to the relevant persons; implementing control in accordance with the criteria; and keeping documented information to have confidence the processes were carried out as planned. Control planned changes and review the consequences of unintended changes, mitigating adverse effects; ensure outsourced SEUs or processes related to SEUs are controlled.

Consider energy performance improvement opportunities and operational control in the design of new, modified and renovated facilities, equipment, systems and energy-using processes that can significantly impact energy performance over their planned or expected operating lifetime; where applicable incorporate the results into specification, design and procurement activities; retain documented information of design activities related to energy performance.

Establish and implement criteria for evaluating energy performance over the planned or expected operating lifetime when procuring energy-using products, equipment and services expected to have a significant impact on energy performance; when procuring products, equipment and services that have or can have an impact on SEUs, inform suppliers that energy performance is one of the evaluation criteria; where applicable define and communicate specifications for ensuring the energy performance of procured equipment and services and for the purchase of energy.

Determine for energy performance and the EnMS what needs to be monitored and measured, including at a minimum the effectiveness of action plans in achieving objectives and energy targets, the EnPIs, the operation of SEUs and actual versus expected energy consumption; the methods to ensure valid results; when monitoring and measurement are performed; and when the results are analysed and evaluated. Evaluate energy performance and EnMS effectiveness; evaluate energy performance improvement by comparing EnPI values against the corresponding EnBs; investigate and respond to significant deviations in energy performance and retain documented information of the investigation and response; retain documented information on monitoring and measurement results.

At planned intervals evaluate compliance with the legal and other requirements related to energy efficiency, energy use, energy consumption and the EnMS; retain documented information on the results and any actions taken.

Top management shall review the EnMS at planned intervals for continuing suitability, adequacy, effectiveness and alignment with strategic direction (9.3.1), considering the status of previous actions, changes in external and internal issues and related risks and opportunities, EnMS performance including trends in nonconformities and corrective actions, monitoring and measurement results, audit results and compliance evaluation results, opportunities for continual improvement including competence, and the energy policy (9.3.2); the energy performance inputs shall include the extent to which objectives and energy targets are met, energy performance and its improvement from monitoring and measurement including the EnPIs, and the status of action plans (9.3.3). Outputs shall include decisions on continual improvement opportunities and any need to change the EnMS: opportunities to improve energy performance, the energy policy, the EnPIs or EnBs, objectives, targets, action plans or other elements and actions where they are not achieved, integration with business processes, resource allocation, and improvement of competence, awareness and communication; retain documented information of the results (9.3.4).

When a nonconformity is identified: react to it, taking action to control and correct it and dealing with the consequences; evaluate the need for action to eliminate its causes so it does not recur or occur elsewhere, by reviewing it, determining its causes and determining whether similar nonconformities exist or could occur; implement any action needed; review the effectiveness of corrective action; and change the EnMS if necessary. Corrective actions shall be appropriate to the effects of the nonconformities; retain documented information of the nature of nonconformities, actions taken and the results of corrective action.