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Overview of ISO 50001:2011

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Title: Overview of ISO 50001:2011


1
Overview of ISO 500012011 Energy Management
System (EnMS)
2
The word energy incidentally equates with the
Greek word for challenge. I think there is much
to learn in thinking of our federal energy
problem in that light. Further, it is important
for us to think of energy in terms of a gift of
life Thomas Carr, U.S. Senate Commerce Committee
Of one thing we can be sure energy will be more
challenging and more important in the future.
Will you, and your business, be ready? Peter
Schwartz, Chairman, Global Business Network
3
Global Energy Trends
  • Global demand for all energy sources is forecast
    to grow by 57 over the next 25 years
  • By year 2030, 56 of the worlds energy use will
    be in Asia
  • Electricity demand will grow by at least 40 by
    2032
  • New power generation equals to nearly 300 (1,000
    MW) power plants will be needed to meet
    electricity demand by 2030.
  • Currently, 50 of electrical generation relies on
    coal and fossil fuel while 85 of greenhouse gas
    emissions result from energy-consuming activities
    supported by fossil fuels.
  • Source Power annual deals analysis 2011 by Fast
    Market Research

4
Why Manage Energy?
  • Unfortunately, capturing energy waste has been
    hampered by a lack of focus on energy management.
    Too often energy management is characterized as
  • Decentralized
  • Poorly-coordinated
  • Focused on paying bills running the powerhouse
  • Reactive
  • Undervalued
  • Considered capital intensive

5
What Energy Management can do?
  • Organizations that have adopted effective energy
    management strategies and built successful energy
    programs have had different results. Consider the
    following
  • Ford Motor Company has saved over 75 million
    through effective energy management.
  • USAA Real Estate has realized a 5 annual energy
    savings and increased the asset value of a
    California building by 1.5 million due to energy
    efficiency upgrades.
  • Eastman Kodak saved more than 8.6 million in
    operating costs in 2002 from its energy
    management efforts.
  • Hines estimates the difference in operational
    costs between its energy efficient buildings and
    inefficient buildings at more than 13 million.
  • Fairfax County Public Schools estimates an annual
    energy savings of 4.5 million from energy
    efficiency improvements.

6
Why Isnt Industry More Energy Efficient?
  • The business of industry is not energy efficiency
  • Facility engineers typically do not become CEO or
    CFOs
  • Budgets are separate for equipment purchases and
    operating costs
  • Budgets are separate for energy and maintenance
    costs
  • Data on energy use of systems is very limited
  • Lack of experience in assessing performance or
    evaluating performance improvements
  • Opportunities to become more energy efficient are
    overlooked
  • Technical ability across many fields may be rare

7
Energy Management Global Frameworks
8
Typical Steps for Energy Management
Metering your energy consumption and collecting
the data
1
Finding opportunities to save energy, and
estimating how much energy each opportunity could
save.
2
Taking action to target the opportunities to save
energy
3
Tracking progress by analyzing metered data (how
well the energy-saving efforts have worked)
4
9
Energy Star
10
The Energy MAP (Management Action Plan)
  • Developed by SEAI (Sustainable Energy Authority
    of Ireland)
  • Helps in identifying potential areas of maximum
    wastage of energy therefore minimizing energy
    usage
  • Works on 5 pillars of energy management
  • Commit
  • Identify
  • Plan
  • Take Action
  • Review

11
5 Pillars and 20 steps of Energy MAP
12
Energy Efficiency Focus Areas
13
ISO 50001 Timeline
Official Date of Release June 15, 2011 (First
Edition)
14
ISO 500012011
  • Energy Management System (EnMS) is defined as
  • A set of interrelated or interacting elements to
    establish an energy policy, energy objectives,
    processes procedures to achieve efficient
    energy management system..
  • EnMS 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 consumptions
  • Measure the results
  • Review the effectiveness of the policy
  • Continually improve energy management

15
What will it do?
  • Assist organization in making better use of their
    energy resources
  • Facilitates communication for the proper
    allocation and utilization of energy resources
  • Promote energy management best practices and
    foster the correct behaviors for energy
    management
  • Assist organizations in the evaluation and
    prioritizing the usage of energy-efficient
    technologies
  • Provide a framework for promoting energy
    efficiency throughout the supply chain
  • Facilitate energy management improvements for
    greenhouse gas emission reduction
  • Allow integration with other management systems
    such as EMS, QMS and OHSMS.

16
Why ISO 50001?
  • Benefits to the organization
  • Broad Applicability
  • Applies to all business sectors
  • Actively manage energy use and costs
  • Develops baseline of energy use
  • Continual Improvement of Energy use versus
    product output over time
  • Reduced Emissions without a negative impact on
    operations
  • Leverage existing continual improvable process
  • Potential for Savings to be used for emission
    credits
  • Continuous cost reductions in energy consumption

17
Cost reductions with EnMS
Implementing EnMS
18
ISO 50001 Framework
19
How does it align?
EnMS integration with other Management Systems
20
P-D-C-A for ISO 50001
21
Whats in the Standard?
  • Foreword
  • Introduction
  • Scope
  • Normative references
  • Terms and Definitions
  • 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

22
Whats in the Standard?
4.4.2 Legal requirements and other
requirements 4.4.3 Energy review 4.4.4
Energy baseline 4.4.5 Energy Performance
Indicators (EPI) 4.4.6 Energy objectives,
energy targets and energy management action
plans 4.4.7 Energy Planning 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
23
Whats in the Standard?
4.6 Checking 4.6.1 Monitoring, Measurement and
Analysis 4.6.2 Evaluation of compliance with
legal requirements and other requirements 4.6.3
Internal audit of EnMS 4.6.4 Nonconformities,
Correction, Corrective action 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 to Management review
24
Clause 1 - Scope
WHAT
25
Clause 3 - EnMS Terms and Definitions
  • Energy
  • Refers to the various forms of energy, including
    renewable, which can be purchased, stored,
    treated, used in equipment or in process, or
    recovered
  • the capacity of the system to produce external
    activity or perform work
  • Energy Baseline
  • Quantitative(s) reference providing a basis for
    comparison of energy performance
  • Energy Consumption
  • Quantity of energy applied
  • Energy Efficiency
  • Ratio or other quantitative relationship between
    an output of performance, service, goods or
    energy, and input of energy
  • Energy Management Team
  • - Person(s) responsible for effective
    implementation of the energy management system
    activities and for delivering energy performance
    improvements

26
Clause 3 - EnMS Terms and Definitions
  • Energy Objective
  • - Specified outcome or achievement set to meet
    the organizations energy policy related to
    improved energy performance
  • Energy Performance
  • - Measurable results related to energy
    efficiency, energy use and energy consumption
  • Energy Performance Indicator (EnPI)
  • - Quantitative value or measure of energy
    performance, as defined by the organization
  • Energy Services
  • - Activities and their results related to the
    provision and/or use of Energy Policy
  • - Statement by the organization of its overall
    intentions and direction of an organization
    related to its energy performance, as formally
    expressed by top management
  • Energy Use
  • - Manner or kind of application of energy
    (examples ventilation, lighting, heating,
    cooling, transportation)

27
4. ENERGY MANAGEMENT SYSTEM
28
4.1 GENERAL REQUIREMENTS
  • The organization shall
  • Establish, document, implement, and maintain an
    energy management system (EnMS) in accordance
    with the requirements of this international
    standard.
  • Define and document the scope and boundaries of
    its EnMS.
  • Determine and document how it will meet the
    requirements of this standard in order to achieve
    continual improvement of its energy performance
    and of EnMS.

29
4. ENERGY MANAGEMENT SYSTEM
30
4.2 MANAGEMENT RESPONSIBILITY- 4.2.1. General
  • 4.2.1 General
  • Top management shall demonstrate its commitment
    and support to the EnMS and continually improve
    its effectiveness by
  • Establishing, implementing, and maintaining the
    energy policy.
  • Appointing a management representative and
    approving the formation of an energy
    management team.
  • Providing the resources needed to establish,
    implement, maintain and improve the energy
    management system.
  • Identifying the scope and boundaries to be
    addressed by the energy management system.
  • .

31
4. 2 MANAGEMENT RESPONSIBILITY 4.2.1. General
  • 4.2.1 General
  • Ensuring EnPIs are appropriate to the
    organization.
  • Communicating to the organization the
    importance of energy management ensuring
    energy performance objectives and targets
    are established.
  • Including energy considerations in long-term
    planning if applicable.
  • Ensuring that results are measured and
    reported.
  • Conducting management reviews.

32
4.2 MANAGEMENT RESPONSIBILITY - 4.2.2 Roles,
Responsibility and Authority
  • 4.2.2 Roles, Responsibility and Authority
  • Top management shall appoint a management
    representative with the appropriate skills and
    competence, who, irrespective of other
    responsibilities, has the responsibility and
    authority to
  • Ensure the energy management system is
    established, implemented, maintained, and
    continually improved in accordance with this
    International Standard.
  • Report to top management on the performance of
    the energy management system.
  • Report to top management on changes in energy
    performance.
  • d) Identify person(s), authorized by an
    appropriate level of management, to work with
    him or her in support of energy management
    activities.

33
4.2 MANAGEMENT RESPONSIBILITY - 4.2.2 Roles,
Responsibility and Authority
  • 4.2.2 Roles, Responsibility and Authority
  • e) Plan and direct energy management activities
    designed to support the organizations
    energy policy.
  • f) Define and communicate responsibilities and
    authorities in order to facilitate effective
    energy management.
  • g) Determine criteria and methods needed to
    ensure that both the operation and control
    of the energy management system are
    effective.

34
4. ENERGY MANAGEMENT SYSTEM
35
4.3 ENERGY POLICY
  • The energy policy shall state the organization's
    commitment for achieving energy performance
    improvement.
  • Top management shall ensure that the energy
    policy
  • Is appropriate to the nature and scale of, and
    impact on, the organization's energy use.
  • Includes a commitment to continual improvement
    in energy performance.
  • Includes a commitment to ensure the
    availability of information and of necessary
    resources to achieve objectives and targets.
  • Includes a commitment to comply with applicable
    legal and other requirements to which the
    organization subscribes which relate to its
    energy use.

36
4.3 ENERGY POLICY
  • Provides the framework for setting and
    reviewing energy objectives and targets.
  • Supports the purchase of energy efficient
    products and services.
  • Is documented, communicated, and understood
    within the organizations.
  • Is regularly reviewed, and updated as
    necessary.

37
4. ENERGY MANAGEMENT SYSTEM
38
4.4 Energy planning 4.4.1 General
  • 4.4.1 General
  • The organization shall conduct and document
    energy planning that includes the following
  • legal and other requirements to which the
    organization subscribes,
  • energy review,
  • energy baseline,
  • energy performance indicators,
  • objectives,
  • targets,
  • action plans.
  • Energy planning shall lead to activities to
    improve energy performance.

39
4.4 Energy planning
40
4.4 Energy planning 4.4.2 Legal Other
Requirements
  • 4.4.2 Legal and Other Requirements
  • The organization shall identify and have access
    to the applicable legal and other
    requirements to which the organization subscribes
    related to its energy uses.
  • The organization shall determine how these
    requirements apply to its energy uses
  • It shall also ensure that these legal and other
    requirements to which the organization
    subscribes are taken into account in
  • establishing,
  • implementing and
  • maintaining the energy management system.

41
4.4 Energy planning 4.4.3 Energy Review
  • 4.4.3 Energy review
  • The organization shall develop, record, and
    maintain an energy review.
  • The methodology and criteria used to develop
    the energy review shall be documented.
  • To develop the energy review, the organization
    shall
  • a) Analyze energy use based on measurement
    and other data
  • identify current energy sources
  • evaluate past and present energy use and
    consumption
  • estimate future energy use and consumption

42
4.4 Energy planning 4.4.3 Energy Review
  • b) Based on energy use analysis, identify the
    areas of significant energy use and
    consumption
  • Identify the facilities, equipment, systems,
    processes and personnel working for or on
    behalf of the organization that significantly
    affects energy use and consumption.
  • Identify other relevant variables affecting
    significant energy use and consumption.
  • Determine the current performance of facilities,
    equipment, systems, and processes related
    to.
  • Identified significant energy uses.

43
4.4 Energy planning 4.4.3 Energy Review
  • c) Identify, prioritize, and record
    opportunities for improving energy
    performance, including, where applicable
  • Potential energy sources, use of renewables, or
    alternative energy sources.
  • The energy review shall be updated at defined
    intervals and in response to major changes in
    facilities.
  • Equipment, systems, or processes.

44
4.4 Energy planning 4.4.4 Energy Baseline
  • 4.4.4 Energy baseline
  • The energy baseline shall be established using
    the information in the initial energy review
  • A data period suitable to the organizations
    energy use should be considered.
  • Changes in energy performance of the organization
    shall be measured against the energy
    baseline.
  • Adjustments to the baseline shall be made when
    Energy Performance Indicators (EnPIs) no
    longer reflect organizational energy use
  • there have been major changes to the process,
    operational patterns, or energy systems or
    according to a predetermined method
  • The energy baseline shall be maintained and
    recorded.

45
Energy Aspect Review
46
4.4 Energy planning 4.4.5 Performance
Indicators
  • 4.4.5 Energy performance indicators
  • The organization shall identify EnPIs
    appropriate for monitoring and measuring
    energy performance.
  • The methodology for determining and updating
    the EnPIs shall be recorded and regularly
    reviewed.
  • EnPIs shall be reviewed and compared to the
    energy baseline on a regular basis.

47
4.4 Energy planning 4.4.6 Objectives Targets
  • 4.4.6 Objectives targets
  • The organization shall establish, implement and
    maintain documented energy objectives and
    targets at the relevant functions, levels,
    processes or facilities within the
    organization.
  • The energy objectives and targets shall be
    specific measurable.
  • Time frames shall be established for achievement
    of the objectives and targets.
  • The objectives and targets shall be consistent
    with the energy policy.
  • Targets shall be consistent with the objectives.

48
4.4 Energy planning 4.4.6 Objectives Targets
  • When establishing and reviewing objectives and
    targets an organization shall take into
    account
  • Legal and other requirements,
  • Significant energy uses,
  • Opportunities to improve energy performance as
    identified in the energy
  • Financial, operational and business conditions,
  • Technological options, and the views of
    interested parties.

49
4.4 Energy planning 4.4.6 Action Plans
  • The organization shall establish, implement, and
    maintain energy management action plans for
    achieving its objectives and targets.
  • The energy management action plans 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 of the action plan.
  • The energy management action plans shall be
    documented, and updated at defined intervals.

50
4. ENERGY MANAGEMENT SYSTEM
51
4.5 Implementation Operation 4.5.1 General
  • 4.5.1 General
  • The organization shall use the energy
    management action plans resulting from the
    planning process for implementation and
    operations

52
4.5 Implementation Operation 4Competence
Training Awareness
  • 4.5.2 Competence, training and awareness
  • The organization shall ensure any person or
    persons working for significant energy
    uses are competent on the basis of
  • appropriate education,
  • training,
  • skills or experience.
  • The organization shall identify training needs
    associated with the control of its significant
    energy uses and the operation of its energy
    management system. It shall provide training or
    take other actions to meet these needs.
  • Associated records shall be maintained.

53
4.5 Implementation Operation 4.5.2 Competence
Training Awareness
  • The organization shall also ensure that persons
    remain aware of
  • The importance of conformity with the energy
    policy, procedures and with the requirements of
    the EnMS.
  • Their roles, responsibilities and authorities in
    achieving the requirements of the EnMS.
  • c) The benefits of improved energy performance.
  • d) The impact, actual or potential, with respect
    to energy consumption, of their activities
    and how their activities and behaviour contribute
    to the achievement of energy objectives and
    targets, and the potential consequences of
    departure from specified procedures.

54
4.5 Implementation Operation 4.5.3
Communication
  • 4.5.3 Communication
  • The organization shall communicate internally
    with regard to its energy performance and EnMS as
    appropriate to the size of the organization.
  • The organization shall ensure
  • commitment,
  • awareness and
  • understanding of personnel, as appropriate to
    their level and role.
  • This shall include a process by which any person
    working in or on behalf of the
  • A person working in or on behalf of the
    organization can make comments or suggest
    improvements to the EnMS.

55
4.5 Implementation Operation 4.5.3
Communication
  • The organization shall decide whether to
    communicate externally about its energy
    management system and energy performance, and
    shall record its decision.
  • If the decision is to communicate externally, the
    organization shall establish and implement a plan
    for this external communication.

56
4.5 Implementation Operation 4.5.4
Documentation
  • 4.5.4.1 Documentation Requirements
  • The organization shall establish, implement and
    maintain information, in paper or electronic
    form, to describe
  • the core elements of the EnMS and their
    interaction.
  • The EnMS documentation shall include
  • The scope and boundaries of the EnMS
  • the energy policy
  • energy objectives, targets, and action plans
  • plans for achieving the energy objectives
    targets
  • documents ensuring planning, operation control.

57
4.5 Implementation Operation 4.5.4
Documentation
  • 4.5.4.1 Documentation Requirements
  • The degree of documentation can vary for
    different organizations for the following
    reasons
  • a) Scale of the organization and type of
    activities.
  • b) Complexity of the processes and their
    interactions
  • c) Competence of personnel

58
4.5 Implementation Operation 4.5.4
Documentation
  • 4.5.4.2 Control of documents
  • Documents Required documents shall be controlled,
    technical documentation where appropriate.
  • The organization shall establish, implement and
    maintain procedures to
  • a) Approve documents for adequacy prior to
    issue
  • b) Periodically review and update as necessary
  • c) Ensure that changes and current revision
    status of documents are identified
  • d) Ensure that relevant versions of applicable
    documents are available at points of use.

59
4.5 Implementation Operation 4.5.4
Documentation
4.5.4.2 Control of documents e) Ensure that
documents remain legible and readily
identifiable f) Ensure documents of external
origin determined by the organization to be
necessary for the planning and operation of
the EnMS are identified and their distribution
controlled and g) Prevent the unintended use of
obsolete documents, and suitably identify those
to be retained for any purpose.
60
4.5 Implementation Operation 4.5.5
Operational control
  • 4.5.5 Operational control
  • The organization shall identify and plan those
    operations which
  • are associated with its significant energy uses
  • are consistent with its energy policy,
    objectives, targets and action plans
  • This ensures that they are resourced and carried
    out under specified conditions, by
  • Establishing and setting criteria for the
    effective operation and maintenance of
    significant energy uses or where the absence
    could lead to a significant deviation from
    effective energy performance.
  • Operating and maintaining facilities, processes,
    systems and equipment in accordance with
    operational criteria.
  • Appropriate communication of the operational
    controls to personnel working for and personnel
    working on behalf of the organization.

61
4.5 Implementation Operation 4.5.6 Design
  • 4.5.6 Design
  • The organization shall consider energy
    performance improvement opportunities that can
    have a significant impact on energy in the design
    of
  • New facilities
  • Modified facilities
  • Renovated facilities
  • Renovated equipment
  • Renovated systems
  • Processes performance.

62
4.5 Implementation Operation 4.5.6 Design
  • 4.5.6 Design
  • The results of the energy performance evaluation
    of the relevant project shall be incorporated
    into the
  • Specification
  • Design
  • Procurement activities
  • The results of the design activity shall be
    recorded.

63
4.5 Implementation Operation 4.5.7
Procurement
  • 4.5.7 Procurement of energy services, products
    and equipment
  • The organization shall inform suppliers that
    procurement is partly evaluated on the basis of
    energy performance at the time of procurement
  • The organization shall define the criteria for
    assessing energy use
  • Assessment shall be done over the planned or
    expected operating lifetime of energy which are
    expected to have a significant effect on the
    organizations energy performance using
  • Products, equipment and services.

64
4.5 Implementation Operation 4.5.7
Procurement
  • The organization should include contingency and
    emergency situations to determine how the
    organization will react to these situations.
  • It should also consider potential disasters
    relating to equipment with significant energy
    use.
  • The organization shall define energy purchasing
    specifications as applicable for effective energy
    performance.

65
4. Energy Management System
66
4.6 Checking performance 4.6.1 Monitoring,
Measurement and Analysis
  • 4.6.1 Monitoring, Measurement and Analysis
  • The organization shall ensure that the key
    characteristics of its operations that determine
    energy performance are monitored, measured and
    analysed at planned intervals.
  • Key characteristics shall include at a minimum
  • The outputs of the energy review
  • Significant energy uses
  • The relationship between significant energy use
    and consumption, relevant variables
  • EnPIs
  • Effectiveness of the action plans in achieving
    objectives and targets.
  • The results from monitoring and measurement of
    the key characteristics shall be recorded.

67
4.6 Checking performance 4.6.1 Monitoring,
Measurement and Analysis
  • The organization shall define and periodically
    review its measurement needs.
  • The organization shall ensure that the equipment
    used in monitoring and measuring of key
    characteristics provides data which is accurate
    and repeatable.
  • Records of calibration shall be maintained.
  • The organization shall investigate and respond to
    significant deviations in energy performance.
  • Results of these activities shall be maintained.

68
4.6 Checking performance 4.6.1Evaluation of
legal/other Compliance
  • 4.6.2 Evaluation of legal/other compliance
  • At planned intervals, the organization shall
    evaluate compliance with legal and other
    requirements to which it subscribes that are
    relevant to its energy uses.
  • Records of the results of the evaluations of
    compliance shall be maintained.

69
4.6 Checking performance 4.6.3 Internal Audit
of the EnMS
  • 4.6.3 Internal audit of the EnMS
  • The organization shall conduct internal audits at
    planned intervals to ensure that the EnMS
  • conforms to planned arrangements for energy
    management including the requirements of this
    International Standard.
  • is effectively implemented and maintained.
  • An audit plan and schedule shall be developed
    taking into consideration the status and
    importance of the processes and areas to be
    audited as well as the results of previous
    audits.
  • The selection of auditors and conduct of audits
    shall ensure objectivity and the impartiality of
    the audit process.
  • Records of the audit results shall be maintained
    and reported to top management.

70
4.6 Checking performance 4.6.4
Nonconformities, Correction, Corrective, and
Preventive Action
  • 4.6.4 Nonconformities, Correction, Corrective,
    and Preventive Action
  • The organization shall
  • Establish
  • Implement and maintain
  • a procedure(s) for dealing with actual and
    potential nonconformity(ies) and for making
    correction, and for taking corrective action and
    preventive action.

71
4.6 Checking performance 4.6.4
Nonconformities, Correction, Corrective, and
Preventive Action
  • The procedure(s) shall define requirements for
  • Reviewing nonconformities or potential
    nonconformities and determining the causes of
    nonconformities or potential nonconformities.
  • Evaluating the need for action to ensure that
    nonconformities do not occur or reoccur.
  • Determining and implementing the appropriate
    action needed.
  • Maintaining records of corrective and preventive
    actions
  • Reviewing the effectiveness of the corrective or
    the preventive action taken.

72
4.6 Checking performance 4.6.4
Nonconformities, Correction, Corrective, and
Preventive Action
  • Corrective actions and preventive actions shall
    be appropriate to the magnitude of the actual or
    potential problems and the energy consequences
    encountered.
  • The organization shall ensure that any necessary
    changes are made to the energy management system
    documentation.

73
4.6 Checking performance 4.6.5 Control of
Records
  • 4.6.5 Control of records
  • The organization shall establish and maintain
    records as necessary to demonstrate conformity to
    the requirements of its energy management system.
  • The records should also comply with International
    Standard and the energy performance results
    achieved.
  • The organization shall define and implement
    controls for the identification, retrieval and
    retention of records.
  • Records shall be and remain legible, identifiable
    and traceable to the relevant activity, product
    or service.

74
4. Energy Management System
75
4.7 Management Review
  • At planned intervals top management shall review
    the organizations energy management system to
    ensure its continuing suitability, adequacy and
    effectiveness.
  • Records of management review shall be
  • maintained.

76
4.7 Management Review 4.7.1 Input to
management review
  • 4.7.1 Input to management review
  • Inputs to the management review shall include
  • Follow-up actions from previous management
    reviews
  • Review of the energy policy
  • Review of energy performance and related EnPIs
  • Evaluation of legal compliance and changes in
    legal and other requirements to which the
    organization subscribes
  • The extent to which the energy objectives and
    targets have been met
  • Energy management system audit results
  • The status of corrective and preventive actions
  • Projected energy performance for the following
    period, as appropriate and
  • Recommendations for improvement

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4.7 Management Review- 4.7.2 Output from
management review
  • 4.7.2 Output from management review
  • Outputs from the management review shall include
    any decisions or actions related to
  • Changes in the energy performance of the
    organization
  • Changes to the energy policy
  • Changes to the EnPIs
  • Changes to objectives, targets or other
    elements of the energy management system,
    consistent with the organizations commitment
    to continual improvement
  • Allocation of resources.

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Why EnMS?
  • Global Warming
  • New Legislation
  • Public concern
  • Media attention
  • Customer requirements and marketing benefits
  • Polluter pays principle
  • Internationalization
  • New knowledge and technology
  • Stronger enforcement

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Benefits of EnMS
  • Minimize waste and energy bills
  • Reduced Green House emission Carbon Footprint.
  • Increased awareness about energy among staff.
  • Facilitate better business process
  • Enhance company reputation
  • Improve compliance
  • Meet concern of interested parties
  • Gain international recognition
  • Improve marketing potential
  • Reduce liability and risk

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Barriers to EnMS Success
  • Insufficient management awareness or commitment
  • Cultural divide between management operation
  • Lack of resources
  • Different priorities
  • Technical risk
  • Insufficient reliable data
  • Lack of management support
  • Lack of training

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Critical success factors for EnMS
  • Top management support commitment
  • Clear goals directions.
  • Establish energy policy
  • Integrate with overall business plans
  • Establish processes
  • Establish and use performance metrics
  • Dedicated, trained committed team to drive
    theproject initially
  • Cross functional involvement
  • Financial support start the project with little
    or noinvestment
  • Training, awareness education
  • Share the best practices.

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Correspondence between ISO 50001, ISO 9001, ISO
14001
ISO 500012011 ISO 500012011 ISO 90012008 ISO 90012008 ISO 140012004 ISO 140012004
Clause Criteria Clause Criteria Clause Criteria
Foreword Foreword Foreword
Introduction Introduction Introduction
1 Scope 1 Scope 1 Scope
2 Normative references 2 Normative references 2 Normative references
3 Terms and definitions 3 Terms and definitions 3 Terms and definitions
4 Energy management system requirements 4 Quality management system 4 Environmental management system Requirements
4.1 General requirements 4.1 General requirements 4.1 General requirements
4.2 Management responsibility 5 Management responsibility
4.2.1 Top management 5.1 Management commitment 4.4.1 Resources, roles, responsibility and authority
4.2.2 Management representative 5.5.1 5.5.2 Responsibility and authority Management representative 4.4.1 Resources, roles, responsibility and Authority
83
Correspondence between ISO 50001, ISO 9001, ISO
14001
ISO 500012011 ISO 500012011 ISO 90012008 ISO 90012008 ISO 140012004 ISO 140012004
Clause Criteria Clause Criteria Clause Criteria
4.4.6 Energy objectives, energy targets and energy management action plans 5.4.1 7.1 Quality objectives Planning of product realization 4.3.3 Objectives, targets and programme(s)
4.5 Implementation and operation 7 Product realization 4.4 Implementation and operation
4.5.1 General 7.5.1 Control of production and service provision 4.4.6 Operational control
4.5.2 Competence, training and awareness 6.2.2 Competence, training and awareness 4.4.2 Competence, training and awareness
4.5.3 Communication 5.5.3 Internal communication 4.4.3 Communication
4.5.4 Documentation 4.2 Documentation requirements
4.5.4.1 Documentation requirements 4.2.1 General 4.4.4 Documentation
4.5.4.2 Control of documents 4.2.3 Control of documents 4.4.5 Control of documents
4.5.5 Operational control 7.5.1 Control of production and service provision 4.4.6 Operational control
84
Correspondence between ISO 50001, ISO 9001, ISO
14001
ISO 500012011 ISO 500012011 ISO 90012008 ISO 90012008 ISO 140012004 ISO 140012004
Clause Criteria Clause Criteria Clause Criteria
4.5.6 Design 7.3 Design and development
4.5.7 Procurement of energy services, products, equipment and energy 7.4 Purchasing
4.6 Checking 8 Measurement, analysis and improvement 4.5 Checking
4.6.1 Monitoring, measurement and Analysis 8.2.3 8.2.4 8.4 Monitoring and measurement of process Monitoring and measurement of product Analysis of data 4.5.1 Monitoring and measurement
4.6.2 Evaluation of compliance with legal requirements and other requirements 7.3.4 Design and develop review 4.5.2 Evaluation of compliance
85
Correspondence between ISO 50001, ISO 9001, ISO
14001
ISO 500012011 ISO 500012011 ISO 90012008 ISO 90012008 ISO 140012004 ISO 140012004
Clause Criteria Clause Criteria Clause Criteria
4.6.3 Internal audit of the EnMS 8.2.2 Internal audit 4.5.5 Internal audit
4.6.4 Nonconformities, correction, corrective action and preventive action 8.3 8.5.2 8.5.3 Control of nonconforming product Corrective action Preventive action 4.5.3 Nonconformity, corrective action and preventive action
4.6.5 Control of records 4.2.4 Control of records 4.5.4 Control of records
4.7 Management review 5.6 Management review 4.6 Management review
4.7.1 General 5.6.1 General 4.6 Management review
4.7.2 Input to management review 5.6.2 Review input 4.6 Management review
4.7.3 Output from management review 5.6.3 Review input 4.6 Management review
86
EnMS Planning Process
87
Efforts for Energy Saving
88
Barriers to Energy Management
  • Lack of user-friendly information on best
    practices for energy efficiency
  • Missing or partial information on energy
    efficiency performance
  • Lack of common metrics
  • Lack of consideration of system and process
    energy efficiency optimization issues
  • Lack of harmonized calculation methods
  • Lack of awareness of energy engineers,
    technological possibilities, and economics.

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Summary
  • ISO 50001 is a major breakthrough for sustainable
    efficient energy management system for
    organizations.
  • ISO 50001 is aligned with the other managements
    systems like QMS, EMS, SMS etc and therefore
    could be managed in a similar way.
  • Energy efficiency guidelines such as Energy MAP,
    Energy efficient measure by Energy Star was
    already was in existence which shows energy as an
    important aspect to be taken care of.
  • Implementing ISO 50001 does not results in a
    major cash out but results in continuous cost
    reductions for organizations.

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  • Thank you for your attention!
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