ISO 50001:2018
Energy Management Systems
Your implementation guideISO 50001
Energy management systems
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 retailers to smaller
manufacturers and small businesses, the standard offers organizations the opportunity to become more resilient
against energy costs and availability. Whether you’re interested in certifying to ISO 50001 to reduce costs, complywith legislation or improve your sustainability, implementing the standard provides a systematic approach toachieving all three.

Certification to the standard provides additional
benefits to organizations:• Decreased energy consumption and expenditures• Customer, statutory and regulatory compliance• Increased customer, stakeholder and consumer
confidence in products• Improved risk management• Integration with other ISO management systems

The key changes to the standard include:• A stronger emphasis on the responsibility ofleadership• Clarification of key concepts related to energyperformance• Improved compatibility with ISO 14001 and otherISO management system standards, through thealignment to the HLS• Improved sections on data collection andnormalization

Why has a new standard been published?

Contents• How ISO 50001 works• Core concepts• Key requirements• Top tips from our clients• Your ISO 50000-1 journey• BSI Training Academy• BSI Business Improvement
Software

The last edition of the standard was published in2011. Since that time both businesses and consumers
have come to understand that their energy use
impacts the environment we all share. Natural
resources continue to deplete, which places agreater emphasis on energy security. Energy costs
are also rising, and organizations are under constantpressure to reduce overhead costs. These pressuresmeant it was time to consider how the standard
might better meet the needs of businesses andimprove energy management systems (EnMS)
altogether.
Additionally, during the development process thestandard also adopted Annex SL. The high levelstructure (HLS) was introduced to align theimplementation process of ISO management
systems so that it was easier to adopt multiple
management systems within individual organizations.

How ISO 50001 works
ISO 50001 is based on themanagement system modelof continual improvement. The
standard provides a framework ofrequirements for organizations to:• Develop a policy for more
efficient use of energy

Plan
Establish objectives
and draft your plans

Egy M
n er

Implementation
and Operation

Plan
EnergyPlanning• Fix targets and objectives to meetthe policy• Use data to better understandand make decisions about energyuse• Measure the results

Do
Implement yourplans

anagement SystemDoTopManagement

CheckActAct
Correct and improve yourplans to meet or exceed
your planned results

Checking

Review andimprove

Check
Measure and monitor youractual results against yourplanned objectives• Review how well the energy policy
is working
The 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 include:
Concept

CommentManagement
responsibility

The actions that top management must take in order to support the successful
implementation and maintenance of an EnMS

Energy review

The analysis of energy use and consumption and the following identification ofopportunities for improving energy performance

Energy baseline

A reference point from which energy performance can be measured

Performance indicators

Measure that will be used to evaluate energy performance

Communication

Specific guidance on what needs to be communicated to whom as an EnMS is being
planned, implemented, maintained or improved

Documentation

Required written details of the EnMS and supporting information such as energy
consumption bills

Non-conformity andcorrective action

Non-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 requirement

Management review

The process by which management evaluates the progress and achievements of theEnMS

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Key requirements ofthe standard

Clause 1: Scope
This clause details the scope of the international
standard. This includes requirements aboutplanning, implementation, maintaining andupdating an EnMS as well as effective
communications.

In this case the term ‘issue’ covers not onlyproblems or potential problems, but also important
topics for the system to address, such as changing
circumstances, legal requirements and otherobligations.

There are no normative references within thestandard. The clause is retained in order tomaintain the same numbering scheme as all theother ISO management system standards.

This clause also includes determining the scope ofthe energy management system. The scope isintended to clarify the boundaries that apply theEnMS. Additionally, Clause 4 requires you toestablish, implement, maintain and continually
improve the management system in accordancewith the requirements of the standard.

Clause 3: Terms and definitions

Clause 5: LeadershipThis section provides formal definitions ofimportant terms used throughout the standard.

This clause is all about the role of “topmanagement” which is the person or group ofpeople who direct and control your organization
at the highest level. The purpose is to demonstrateleadership and commitment by integrating theEnMS into the business’ overall strategy.

Clause 2: Normative references

Clause 4: Context of the organization
This clause establishes the context of your EnMS
and underpins the rest of standard. You will need
to identify external and internal issues and theneeds and expectations of your stakeholders andinterested parties, as well as how value is delivered
to them. It also partly addresses the concept of thecreation of value.

4Top management must demonstrate a greater
involvement in the management system and needto establish the energy policy, which can include
commitments specific to your organization’scontext beyond those directly required.

There is also more focus on top management’s
commitment to continual improvement of themanagement system. Communication is key andtop management have a responsibility to ensure
its structure and detail is made available,communicated, maintained and understood by allparties. They are also responsible for a suitableenergy policy as well as developing the framework
for the EnMS.
Finally, top management need to assign relevant
responsibilities and authorities, as well support
the people who are involved as the system
is developed, implemented and as it evolves.
Depending on the skillset of the chosen
implementation, maintenance and improvementteam(s), management also has to make sure that
all team members have the appropriate experience
and/or receive training to successfully accomplish
the tasks they are assigned.

Clause 6: PlanningThis clause focuses on how an organization plans
actions to address both the risks and opportunities
identified in Clause 4. It focuses on thedevelopment and use of a planning process, rather
than a procedure to address both a range offactors and the risk associated with such factors.
The requirements of this clause also include
determining the objectives of, and energy targets
for, the energy management system and what isrequired from both a financial and human resource
perspective to fulfil both. There is also a focus on
the energy review which evaluates which typesof, as well as how much, energy is used by theorganization and the determination of energy
performance indicators, an energy baseline(s) andan energy data collection plan.

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Clause 7: Support

Clause 8: Operation

This clause is all about the execution of the plansand processes that will enable your organization to
successfully complete their EnMS responsibilities.
This is a very powerful requirement covering all
management system resource needs.

This clause outlines the requirements your EnMS
must meet for successful certification. Though they
appear in a different clause number and sometimes
in a different order, many of the concepts wereincluded in ISO 50001:2011. Our ISO 50001 Mapping
Guide can be downloaded from bsigroup.com if
you’d like to better understand how the content has
been restructured.

Organizations will need to determine the necessarycompetence of people doing work that, under
its control, affects the management system’sperformance, its ability to fulfil its obligations andensure they receive the appropriate training.
In addition, organizations need to ensure that all
people doing work under the organization’s control
are aware of the energy policy, how their work may
impact this and implications of not conforming
to the EnMS. There are also the requirementsfor ‘documented information’ which relate to thecreation, updating and control of specific data.

6This clause covers:•Operational planning and control•Design•

Procurement

Clause 9: Performance Evaluation

Clause 10: Improvement

This is all about measuring and evaluating yourenergy performance and energy management
system to ensure that it’s effective and helps you
to continually improve. You will need to consider
what should be measured, the methods employed
and when data should be analyzed and reported on.
An energy data collection plan is also required (seesection 6.6)

This clause requires organizations to continually
improve the suitability, adequacy, and effectivenessof the EnMS and they shall demonstrate continual
energy performance.

As a general recommendation, organizations should
determine what information they need to evaluateenergy performance and management systemeffectiveness.

There are some actions that are required thatcover handling of corrective actions. Organizations
need to react to the nonconformities and takeaction AND they need to identify whether similar
nonconformities exist or could potentially occur.
This clause requires you to determine and identify
opportunities for continual improvement of EnMS.

Internal audits will need to be carried out, andthere are certain “audit criteria” that are defined toensure that the results of these audits are reported
to relevant management. Finally, management
reviews will need to be carried out and “documentedinformation” of these reviews must be kept asevidence.
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Tips to make ISO 50001
effective for you
Every year we have interactions with tens of thousands of clients. Here are their suggestions for
maximizing your implementation and certification.

Top management commitment
is key to making your EnMS
effective and successful.

Think about how different
departments work together
to avoid silos. Make sure theorganization works as a team forthe benefit of customers and theorganization.

Keep staff informed of what’s
going on, create a team or assign
a champion, as this will increase
motivation. This could include
a well communicated plan ofactivities and timescales.

Review systems, policies,
procedures and processes
you have in place – you may
already do much of what’s in thestandard and make it work foryour business.

Speak to your customers andsuppliers. They may be able tosuggest improvements and give
feedback on your service.

And finally, when you gain
certification celebrate yourachievement and use theBSI Assurance Mark on
your literature, website andpromotional material.

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Train your staff to carry out
internal audits. This can help with
their understanding, but it could
also provide valuable feedbackon potential problems oropportunities for improvement.

Your ISO 50001 Journey

Review and get
certifiedSee how
ready you areUnderstandand prepare

Whether you’re new to management systems or looking to enhance your current system, we have theright resources and training courses to help you understand and implement ISO 50001. But our support
doesn’t stop there. We can help make sure your EnMS delivers the best for your business.

You
need to:We
help you:• Buy the standard and read it; understand thecontent, your requirements and how it will
improve your business• Contact us, whether you’ve got year ofexperience with energy management systems
or it’s still really new, BSI can help

• Discover information on our website about thestandard and sign up for webinars• Enroll in BSI’s Introduction to ISO 50001 Energy
Management Systems training course
visit bsigroup.com• Ensure your organization understands theprinciples of ISO 50001 and the roles
individuals will need to play, and review youractivities and processes against the standard• Enroll in BSI’s Implementing ISO 50001 Energy
Management Systems training course• BSI Business Improvement Software helps ISO50001 implementation• Book a BSI gap assessment to see whatmodifications you might still need to make tomeet all of the standard’s requirements• Contact us to book your certification assessment• Ensure all the right people are available and prepared
for the audit visit(s)• This generally involves more than one visit,
duration will be based on the size of yourorganization• Your BSI certification assessment• BSI Business Improvement Software helps you
effectively manage your EnMS

Continually improve and make excellence a habit
Your 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 – download
and use the BSI Assurance Mark to show you arecertified• Your BSI Client Manager will visit you regularly
to make sure you remain compliant and support
your continual improvement• BSI Business Improvement Software will help you tomanage systems and drive performance9

Train with BSI
BSI is a world leader in helping clients develop the knowledge and skills they need to embed excellencein their organizations. Whether your organization is going to certify or is simply looking to implementa management system for energy use, our training can make sure the people responsible for making
things happen understand all the important and relevant details.
Using the latest research, our accelerated learning approach is proven to fast-track learning andimproves knowledge retention. Our experienced tutors can help you get to grips with the matters thatconcern you and your organization directly, whether the course is delivered in-house or as part of apublic course where other delegates can share their experience.

Our courses that can help you understand, implement and successfully
certify to ISO 50001 include:
Transition-specific courses

CQI and IRCA-certified ISO 50001:2018
These courses are designed for organizations already courses:
certified to ISO 50001:2018 who want to make theirtransition to the new standard as:• ISO 50001:2018 Auditor Transition (two days)• ISO 50001:2018 Lead Auditor (five days)• ISO 50001:2018 Transition Briefing (one day)• ISO 50001:2018 Transition Seminar (half-day)

General Courses
These courses are suitable for people who workfor organizations that are new to ISO 50001 or
are transitioning from the older version to ISO50001:2015:• ISO 50001:2018 Senior Management Briefing(half-day)• ISO 50001:2018 Requirements (one day)• ISO 50001:2018 Implementing (two days)• ISO 50001:2018 Internal Auditing (two days)• ISO 50001:2018 Lead Auditor (five days)

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Visit bsigroup.com to learn more about theavailability and timing of our energy
management-related training opportunities.

BSI Business Improvement
SoftwareAccelerate implementation time anddeliver continual improvements

It can help you to:

The decision to implement the new ISO 50001
management system standard is a huge
opportunity to drive business improvement; but
initiating, implementing, and maintaining this canalso be a challenge. Ensuring you get the mostfrom your investment is a key driver to your future
success. BSI Business Improvement Software
provides a solution that can significantly reducethe cost and effort to an effective management
system such as ISO 50001. It can be configured to
the requirements of ISO 50001 and provide yourorganization with the tools necessary to manage
essential elements of ISO 50001. The start of yourISO 50001 journey is an ideal time to implement BSI
Business Improvement Software to support yourmanagement system.

• Effectively manage your document control• Accelerate implementation time by up to 50%• Provide company-wide visibility on the status ofyour implementation of the standard so you
know exactly where you are at any one time
• Easily and accurately input actions related toaudits, incidents/events, risk and performance• Have insight into trends that help you makebusiness decisions early on and drive
improvement through its customizable
dashboards and reporting tools

The savings are the costs you
avoid because you weren’t able tosee what was happening at thefacility level.

Why BSI?

:2011“BSI is our supplier of choice. We have a good relationship with our contacts there, whokeep in touch regularly so that we’re informed about new standards, changes to existing
standards or to legislation, and other developments. We’re not interested in doing it on thecheap – it’s about the all-round package, and you get what you pay for with BSI.”
Denise Graham, Technical Manager, Tata Global Beverages

About BSI
BSI is the business improvement company that enables organizations to turn standardsof best practice into habits of excellence. For over a century BSI has championed what
good looks like and driven best practice in organizations around the world. Workingwith over 86,000 clients across 193 countries, it is a truly international business withskills and experience across a number of sectors including automotive, aerospace, built
environment, food, and healthcare. Through its expertise in Standards Developmentand Knowledge Solutions, Assurance and Professional Services, BSI improves businessperformance to help clients grow sustainably, manage risk and ultimately be more
resilient.

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