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Iso 50005-2021

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INTERNATIONAL ISO
STANDARD 50005

First edition
2021-09

Energy management systems —

Guidelines for a phased
implementation
Systèmes de management de l'énergie — Lignes directrices pour une
mise en œuvre par étapes

University of Toronto User.

Reference number
ISO 50005:2021(E)

© ISO 2021
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ISO 50005:2021(E)

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COPYRIGHT PROTECTED DOCUMENT

© ISO 2021
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland

ii © ISO 2021 – All rights reserved

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ISO 50005:2021(E)

Contents Page

Foreword......................................................................................................................................................................................................................................... iv
Introduction...................................................................................................................................................................................................................................v
1 Scope.................................................................................................................................................................................................................................. 1
2 Normative references....................................................................................................................................................................................... 1
3 Terms and definitions...................................................................................................................................................................................... 1
4 The maturity model approach to implementing an EnMS......................................................................................... 1
4.1 Explanation and structure of the maturity model..................................................................................................... 1
4.2 Phased implementation of an EnMS using the maturity model.................................................................... 3
4.2.1 General...................................................................................................................................................................................... 3
4.2.2 Assess the organization’s initial situation................................................................................................... 3
4.2.3 Set and confirm a goal for the phased implementation.................................................................. 4
4.2.4 Set up a simple business case................................................................................................................................ 5
4.2.5 Set up a project plan...................................................................................................................................................... 5
4.2.6 Monitor the implementation of the project plan.................................................................................. 5
4.2.7 Gap analysis versus ISO 50001:2018.............................................................................................................. 5
5 Description of elements and levels.................................................................................................................................................... 5
5.1 Element 1 — Context of the organization........................................................................................................................ 5
5.2 Element 2 — Leadership................................................................................................................................................................. 7
5.3 Element 3 — Resources................................................................................................................................................................... 8
5.4 Element 4 — Energy review......................................................................................................................................................... 9
5.5 Element 5 — Energy performance indicators and energy baselines..................................................... 11
5.6 Element 6 — Objectives, energy targets and action plans.............................................................................. 13
5.7 Element 7 — Competence and awareness.................................................................................................................... 14
5.8 Element 8 — Operations and maintenance................................................................................................................. 15
5.9 Element 9 — Procurement and design............................................................................................................................ 16

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5.10 Element 10 – Process for communication and control of documented information............... 17
5.11 Element 11 — Monitoring, measurement, analysis and evaluation of energy
performance............................................................................................................................................................................................ 18
5.12 Element 12 — Management review and improvement..................................................................................... 19
Annex A (informative) Continual improvement and advancing of the EnMS...........................................................22
Annex B (informative) Level version of the maturity model.....................................................................................................25
Bibliography.............................................................................................................................................................................................................................. 37

© ISO 2021 – All rights reserved iii

Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www.iso.org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO’s adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/
iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 301, Energy management and energy
savings.

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Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.

iv © ISO 2021 – All rights reserved

Introduction
0.1 General
It is important to engage all types of organizations and, in particular, small and medium-sized
organizations (SMOs) into the broad scale implementation of energy management because of the
significant potential such organizations have for energy performance improvement, associated energy
cost savings and reductions in greenhouse gas (GHG) emissions.
This document is intended to enable organizations to initiate and improve energy management
practices by following a systematic approach with appropriate effort given their resources and context,
resulting in continual energy performance improvement.
This document provides practical guidance to undertake a phased implementation of an energy
management system (EnMS), e.g. by using in-house capacity. The functioning EnMS can subsequently
be extended to meet the requirements of ISO 50001. A well-planned phased implementation of an EnMS
can reduce costs and the use of other resources while providing near-term success on which to build.
This can help in overcoming barriers for implementation in organizations with limited resources, such
as SMOs.
This document explains a phased implementation approach using twelve core elements based on
ISO 50001:2018. It outlines the content of the elements and describes four different levels of maturity
for each element. Annex A includes best practices for continual improvement of an EnMS by using a
phased approach. An organization can select appropriate tools to find an effective and efficient approach
to achieve the desired maturity of its EnMS. The element(s) and the corresponding maturity level(s)
targeted depend on the organization’s objectives and strategic direction. The EnMS can be integrated
with other management systems to benefit from common structures.
In this document, both terms “energy performance improvement” (as defined in ISO 50001:2018) and
“energy savings” are used. Energy savings is considered as a subset of energy performance improvement
in this document.

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0.2 Advantages of a phased implementation
Implementing an EnMS in an organization can be a challenge. Organizations can have limited resources
(e.g. knowledge and availability of personnel) in order to successfully implement an EnMS. A phased
implementation results in several benefits to the organization. The phased implementation described
in this document offers flexibility that allows an organization to:
— decide the scope and pace of its EnMS implementation to suit available resources and organizational
needs;
— decide on the elements to target and the desired maturity level(s);
— start with areas that indicate the greatest potential for energy performance improvement, return
on investment or align with current operational practices;
— stimulate a positive culture towards energy management;
— deliver simple and/or low-cost energy performance improvements and associated energy cost
savings, emission reductions and other benefits;
— build initial successes to increase credibility and thus secure commitment and support for further
development of the EnMS;
— build a strong foundation to expand an existing EnMS towards meeting the requirements of
ISO 50001.

© ISO 2021 – All rights reserved v

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INTERNATIONAL STANDARD ISO 50005:2021(E)

Energy management systems — Guidelines for a phased

implementation

1 Scope
This document gives guidance for organizations on establishing a phased approach to implement an
energy management system (EnMS). This phased approach is intended to support and simplify the
implementation of an EnMS for all types of organizations, in particular for small and medium-sized
organizations (SMOs).
This document gives guidance on the use of twelve core elements with four levels of maturity for each
element to establish, implement, maintain and improve an EnMS that results in energy performance
improvement.
It enables the user of this document to implement a phased approach to achieve a level of energy
management appropriate to its objectives and to build a strong foundation which can subsequently
be extended towards meeting the requirements of ISO 50001:2018. This document is consistent with
ISO 50001:2018 but does not cover all of its requirements.

2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 50001:2018, Energy management systems — Requirements with guidance for use

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3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 50001:2018 apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https://w ww.iso.org/obp
— IEC Electropedia: available at http://w ww.electropedia.org/

4 The maturity model approach to implementing an EnMS

4.1 Explanation and structure of the maturity model

Using a maturity model helps an organization to assess the effectiveness of its current business
processes in order to follow a systematic and organized approach in achieving improved performance.
The maturity model that forms the basis of this document consists of twelve core elements of energy
management with four levels of maturity for each element.
The elements in this document either refer to a clause of ISO 50001:2018 or an important subclause
such as energy review.
The maturity model provides a simplified, systematic framework to implement and improve an EnMS
suitable to the organization’s needs and capabilities by using a phased approach. It describes criteria
including detailed behaviours, practices and processes. The organization initially uses the maturity

© ISO 2021 – All rights reserved 1

model to understand its current state and to establish initial improvement goals. Then the organization
can implement EnMS improvements in phases.
As the organization progresses from its individual starting point towards the desired level of EnMS
maturity, it should improve energy performance. This improved energy performance is understood as
an improvement in energy efficiency or energy consumption related to energy use which can result in
reduced energy costs. The twelve elements of the maturity model are described in Clause 5. For each
level in an element, the given criteria describe(s) “what” needs to be in place at that level. Where not
stated otherwise, the criteria are addressed to the organization. This model does not provide specific
approaches on “how” the level can be achieved. The elements are divided into topics for clarity and to
make it easier for the user to implement the criteria for the elements.
Based on the analysis of the current state of energy management practices, the organization can choose
an appropriate speed of implementation and the desired level of maturity for each element. Whatever be
the starting point, the organization needs to work on each element. It is possible that the organization
needs additional resources (e.g. time, personnel, knowledge, budget).
Predictability, effectiveness and control of the EnMS should improve as the organization moves up to
higher levels in each element. The maturity model provides a continuum along which progress can be
made incrementally from one level to the next. The four levels represent a progression from a low level
of energy management experience to a level approaching ISO 50001 conformity. The four levels can
generally be described as follows.
a) Level 1: Enabling energy management: initial management support, some awareness and
understanding of energy use and opportunities for energy savings, collection of some energy data
(e.g. energy bills), no systematic energy management practices.
b) Level 2: Enhancing energy management: energy policy in place, formal team, conduct basic analysis
of energy consumption and energy cost data, evaluate opportunities for energy savings, some
systematic energy management practices.
c) Level 3: Emerging EnMS: systematic energy management practices, energy management becomes

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strategic, monitoring and review improved, legal compliance is part of the EnMS, the organization
learns.
d) Level 4: Established EnMS: continual improvement of the EnMS and energy performance, core
elements of ISO 50001 implemented, ready for gap analysis versus ISO 50001, if desired.
NOTE Reaching Level 4 for all twelve elements does not necessarily lead to meeting all the requirements of
ISO 50001:2018.

When using the maturity model, the organization should consider that for each topic under an element
the criteria for a certain level can include the criteria of the previous levels in a cumulative manner.
Although the levels build on each other, they do not necessarily have to be implemented in four
sequential steps. If, for example, the organization has planned to reach Level 3 of a certain element,
it does not have to first implement Level 1, Level 2 and then Level 3. It can implement Level 3 directly,
taking into account the criteria of Levels 1 and 2.
Where there are blanks in the element tables, no criteria (e.g. see Figure 1 Level 1) or no additional
criteria (e.g. see Figure 1 Level 3) are required at that level. This means to maintain the criteria
implemented at the previous level.
For organizations that want to enhance their EnMS, additional advice and best practices are given in
Annex A. A level version of the maturity model is given in Annex B. The twelve elements of the maturity
model are described in Tables 1 to 12 in Clause 5.

2 © ISO 2021 – All rights reserved

Figure 1 — Interpretation of “blanks” in the element tables

4.2 Phased implementation of an EnMS using the maturity model

4.2.1 General

The phased implementation is a project guideline consisting of elements and levels that target the
desired state of an EnMS. The starting point depends on the previous experience and situation of the
organization. It is also possible to focus only on some of the elements or topics individually. Nevertheless,
if all elements, topics and criteria for each level are implemented, then conformity to ISO 50001 can be
achieved with some additions and adjustments (see 4.2.7). An example of a practical procedure for the
phased implementation is given in 4.2.2 to 4.2.7.

University of Toronto User.

4.2.2 Assess the organization’s initial situation

If the organization has no experience with a management system or specifically an EnMS, it is difficult
to estimate the work that lies ahead. The practical guidance to a phased implementation approach
provided in this document is based on the fact that every organization has some kind of energy
management in place. However, perhaps it is not well structured or does not cover all elements of good
practice of energy management.
It is often the case that some elements of an EnMS, such as energy performance improvement actions,
are in place at some level, but are not yet systematically implemented in the context of a management
system. The described elements and levels can be used as a self-assessment tool. A simple table can be
created for this purpose that gives an overview of which elements and topics are already addressed in
the organization and, if they do exist, at what level they are functioning with respect to the planned
EnMS (see Figure 2). The organization can assess what has already been implemented and what steps
still need to be taken.

Figure 2 — Initial process

© ISO 2021 – All rights reserved 3

Self-assessment is a good starting point to show to top management where the organization stands
with regard to an EnMS. Self-assessment should be used to determine the organization’s status, as well
as best practices both at an overall level and at the level of each element.
A level of a certain topic of an element is considered to be achieved when all listed criteria at that level
for the topic have been fulfilled. Achievement of a particular level of a certain topic of the element
requires that all lower-level criteria have been fulfilled.
The next step to pursue is determined by the goal of the organization for the phased implementation.

4.2.3 Set and confirm a goal for the phased implementation

There are several ways of defining an EnMS implementation goal. This subclause describes two
useful approaches. They should be coordinated with top management so that the results and strategic
direction resulting from the development of a business case (see 4.2.4) can be taken into account.
Each level corresponds to an increasing progression for each criteria of a topic under an element. The
first step is to define the desired level for each topic. Before setting a goal, it is necessary to ensure that
resources such as money, time and personnel are available to complete the desired element level and
whether it will be advantageous to the organization. This process is presented in Figure 3.

Key
√ achieved level
X set goal

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Figure 3 — Set first goals

The organization has the choice between two approaches to define and schedule the specific goals
depending on the desired outcome. The first one is an individual way where the goal for each topic is
set at an individual level. The second approach is to choose a given level as a goal for all topics. Figure 4
shows an example of how a simple overview can look.

Figure 4 — Different approaches to define goals

4 © ISO 2021 – All rights reserved

The individual approach can suffer from the problem of interdependence between the processes
described in the topics. The organization should ensure that it takes into account these
interdependencies.
Given the individual approach in the example in Figure 4, Level 2 in Topic 1 and Level 3 for Topic 2 is
expected to be reached in October 2022 while others are scheduled for May 2022. This also illustrates
that different levels can be reached at the same time. If a level-based procedure is chosen, all topics reach
the same level at the same time, e.g. in October 2022. Ultimately, the agreed goal should be adopted and
approved by the top management. This ensures a certain security and support in the implementation of
the necessary measures.

4.2.4 Set up a simple business case

Effective implementation of an EnMS can provide net benefits to most organizations. This means that
a business case can be developed for the implementation of an EnMS. Although it is not easy to set up a
very detailed business case directly at the beginning of the implementation process, it is crucial to get a
first overview of potential benefits as a basis for further decisions or setting goals. Thus, a preliminary
estimate of the costs and benefits and the connected investments should be developed.

4.2.5 Set up a project plan

The organization should develop a project plan with the number of elements and levels that will allow
the desired goals to be achieved. The project plan should include tasks, responsibilities, resources, a
timeline (e.g. GANTT chart), milestones, the aim and management reviews. The project plan should be
approved by top management.

4.2.6 Monitor the implementation of the project plan

The following steps should be taken:

— regularly review ongoing project management activities;

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— complete the implementation towards the goal;
— review the process;
— reassess the maturity model framework (e.g. bi-annually);
— improve and, if appropriate, set a new goal.

4.2.7 Gap analysis versus ISO 50001:2018

Achieving Level 4 in the maturity model for all elements does not mean that the organization’s EnMS
meets all the requirements of ISO 50001:2018. In the maturity model, core elements of ISO 50001:2018
have been selected. However, there can be other requirements to be met in order to achieve conformity
to ISO 50001:2018 in addition to these. If the organization wishes to demonstrate conformity to
ISO 50001:2018, a gap analysis will generally be needed.

5 Description of elements and levels

5.1 Element 1 — Context of the organization

To be aware of its own context, the organization needs to determine:
— external and internal issues such as resources, personnel capacities and energy types;
— needs and expectations of its interested parties such as legal requirements and agreements with
suppliers.

© ISO 2021 – All rights reserved 5

External and internal issues as well as the needs and expectations and associated risks and
opportunities that are relevant to the EnMS should be considered by the organization. Building on that
analysis, the organization can take action to address identified opportunities (e.g. external funding of
energy performance improvement actions such as incentives and subsidies) and risks (e.g. insufficient
resources to implement the EnMS) in order to achieve the best possible outcome from its EnMS.
The organization should determine how legal requirements and other requirements apply to its
EnMS. Common business practices in the industry sector in which the organization functions can also
affect the design and implementation of the EnMS. The criteria related to the element “context of the
organization” are shown in Table 1.
The content of this element relates to ISO 50001:2018, 4.1, 4.2 and 6.1.

Table 1 — Context of the organization

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Context Create some aware- Collect information Determine ener- Top management
ness within the about energy-related gy-related external ensures that the
organization about environmental and and internal issues energy-related needs
energy-related envi- other impacts within that affect the or- and expectations of
ronmental and other the organization. ganization's ability the relevant inter-
impacts. to improve energy ested parties are
performance. determined.
Risks and — — Identify the risks Top management
opportunities and opportunities ensures that risks
associated with and opportunities
external and internal associated with the
issues that affect the energy-related needs
organization’s ability and expectations of
to improve energy interested parties
performance. are determined in

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order to ensure that
the EnMS achieves
its intended
outcomes.
Top management
ensures that meas-
ures to address the
determined risks
and opportunities
are established.
The organization de-
termines changes in
external and internal
issues and associated
risks and opportuni-
ties that are relevant
to the EnMS and
energy performance
improvement.

6 © ISO 2021 – All rights reserved

Table 1 (continued)
Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Legal requirements Create an awareness — Determine how legal Establish a system to
and other about the applicable requirements and apply legal require-
requirements legal requirements other requirements ments and other re-
and other require- apply to the organi- quirements through-
ments related to zation’s EnMS. out the processes of
energy. the EnMS.
Review at defined
intervals the or-
ganization’s legal
requirements and
other requirements.

5.2 Element 2 — Leadership

It is essential that top management demonstrates its leadership and commitment with respect to
continual improvement of energy performance and effectiveness of the EnMS. In this element, the tasks
of top management are described to demonstrate ongoing engagement and commitment. An energy
policy gives evidence of the support and commitment of the leadership to implement and improve the
organization’s EnMS and energy performance.
Top management should assign the responsibility to at least one person for leading the implementation
of an EnMS. Depending on the size and complexity of the organization, the person(s) to whom the
responsibility is assigned should form a team to execute the necessary tasks. In this document, the
term “energy management team (EnMT)” is used although a single person can perform the role of the
team in some organizations. The EnMT should comprise personnel representing different functions of
the organization forming an interdisciplinary team. This helps to get a broader view of the energy-
related topics within the organization and to promote acceptance of the EnMS.

University of Toronto User.

The responsibility and authority of the EnMT should be set out clearly by top management. This
can be greatly facilitated if top management supports resource allocation within the organization
for the formation of the EnMT. Active involvement of the relevant personnel who can impact energy
performance or the EnMS is essential for a successful implementation of an EnMS. The criteria related
to the element “leadership” are shown in Table 2.
The content of this element relates to ISO 50001:2018, 4.3, 4.4, 5.1, 5.2 and 5.3.

Table 2 — Leadership
Criteria
Level 1 Level 2 Level 3 Level 4
Topics Top Top management Top management Top management
management: ensures that: ensures that: demonstrates
leadership and
commitment by:
Energy policy Provides verbal An energy policy is The energy policy Ensuring that the
support for energy established. includes a commit- energy policy is pe-
management. ment to continual riodically reviewed
improvement of and updated as
Ensures that infor-
energy performance necessary.
mal policies or com-
and the EnMS.
mitments relating to Ensuring that the
energy management energy policy is
are in place. compatible with the
strategic direction of
the organization.

© ISO 2021 – All rights reserved 7

Table 2 (continued)
Criteria
Level 1 Level 2 Level 3 Level 4
Topics Top Top management Top management Top management
management: ensures that: ensures that: demonstrates
leadership and
commitment by:
Scope and — — The EnMS scope Reviewing the EnMS
boundaries and boundaries are scope and bounda-
established. ries and updating as
appropriate.
Objectives and — Energy targets are Objectives and Ensuring that ob-
energy targets established. energy targets are jectives and energy
established. targets are compati-
ble with the strategic
direction of the
organization.
Ensuring that the
action plans are
approved and
implemented.
EnMS performance — — The EnMS is improv- Promoting contin-
ing in order to meet ual improvement of
the targets for each energy performance
element. and the EnMS.
Responsibilities and Enables the forma- Responsibilities and Responsibilities and Ensuring that re-
authorities tion of an EnMT. authorities to the authorities for rele- sponsibilities and
EnMT are assigned. vant roles (beyond authorities for all
the members of the relevant roles are
NOTE The tasks
EnMT) are assigned. assigned, reviewed
of the EnMT are

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and updated as
described in Element
appropriate.
3 “resources”.
Communication — The energy policy is Responsibilities Communicating the
communicated with- and authorities for importance of the
in the organization. relevant roles are effectiveness of the
communicated with- EnMS and of con-
The roles, responsi-
in the organization. forming to the EnMS
bilities and compo-
requirements.
sition of the EnMT
are communicated Ensuring that re-
within the organiza- sponsibilities and
tion. authorities for all
relevant roles are
communicated with-
in the organization.
Making the energy
policy available to
interested parties, as
appropriate.
Documented — The energy policy The scope and —
information is available as docu- boundaries are avail-
mented information. able as documented
information.

5.3 Element 3 — Resources

Top management should ensure that the resources needed for the EnMS are available. Otherwise, the
implementation can fail. Resources include personnel, specialized skills, technology, data collection

8 © ISO 2021 – All rights reserved

infrastructure and financial resources for implementing energy performance improvement actions
(e.g. energy savings projects). The criteria related to the element “resources” are shown in Table 3.
The content of this element relates to ISO 50001:2018, 5.3 and 7.1.

Table 3 — Resources
Criteria
Topics
Level 1 Level 2 Level 3 Level 4
EnMT Establish an infor- Establish an EnMT. EnMT ensures that EnMT monitors the
mal EnMT. the EnMS is estab- status of the action
EnMT begins to
lished, implemented, plans.
collect information
maintained and con-
that can be used on EnMT reports to top
tinually improved.
energy performance management on the
and energy perfor- EnMT implements performance of the
mance improvement. action plans to EnMS and the
continually improve improvement of
energy performance. energy performance
at determined inter-
EnMT monitors the
vals.
energy performance
of the organization.
EnMT regularly com-
municates energy
performance and
achievements within
the organization.
Budget Allocate some budget Allocate the budget Absorb costs for the Determine and
for energy manage- necessary for initial EnMS into exist- allocate the budget
ment activities. training and imple- ing capital and/or needed for contin-
mentation. operational expense ual improvement of
budget(s). energy performance

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and the EnMS.

5.4 Element 4 — Energy review

The energy review is a process that enables the organization to learn how energy is used and how it
affects its facilities. It is part of the energy planning process and consists of a set of activities.
One result of the energy review is the identification of significant energy uses (SEUs). These are
identified by energy uses accounting for substantial energy consumption and/or offering considerable
potential for energy performance improvement. The criteria for what makes an energy use “significant”
are determined by the organization. If measured energy consumption data are limited, organizational
knowledge, e.g. data sheets, can be used to identify SEUs.
Another result of the energy review is the estimation of future energy use(s) and energy consumption.
This information can be useful in the preparation of annual budgets of the organization.
An energy audit in accordance with ISO 50002 or similar national standards can provide information
on many parts of the energy review.
The energy review is updated at defined intervals as well as in response to major changes in the
facilities, equipment, systems or energy-using processes.
To develop and conduct the energy review, the organization analyses energy use and consumption data
based on measurements and other data. Sources of data to be collected or acquired by measurement
include:
— measuring instruments (local or remote);

© ISO 2021 – All rights reserved 9

— data sheets of equipment;

— technical documents;
— discussions with operations and maintenance (O&M) personnel.
For the analysis, there should be a breakdown by energy type. Where practical, energy meters should
be installed. The extent of metering typically depends on what is being measured and on the required
accuracy and repeatability. The criteria related to the element “energy review” are shown in Table 4.
The content of this element relates to ISO 50001:2018, 6.3 and 6.6.

Table 4 — Energy review

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Energy use and Identify current Evaluate past and Make preliminary Estimate future
consumption energy types and current energy estimates of future energy use(s) and
energy use(s). use(s) and energy energy use(s) and energy consumption.
consumption and energy consumption.
Update the energy
energy cost data.
review at defined
intervals as well as
in response to major
changes in facilities,
equipment, systems
or energy-using
processes.
SEUs — Identify SEUs. Determine current Identify the per-
energy performance son(s) doing work
of each SEU. that influence or
affect each SEU.

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Energy savings Identify energy Evaluate Prioritize energy Identify routinely
opportunities savings opportuni- opportunities for savings new energy savings
ties that are either energy savings. opportunities. opportunities, an-
based on common alyse and evaluate
knowledge at the them, and implement
facility or are simple selected measures
and/or low-cost on a continual basis.
(e.g. compressed air
leaks, steam leaks,
idling equipment).
Energy data Collect energy data Install permanent or Define energy data Ensure that equip-
collection (e.g. by using energy temporary energy collection plans that ment used for meas-
bills). consumption meters include energy con- urement provides
wherever resources sumption, relevant data which are accu-
are available. variable data and rate and repeatable.
operational criteria
Store energy data Review the energy
for the SEU(s) and
in easily accessible data collection plans
energy consumption
formats and make it at defined intervals
for the organization.
available to relevant and update, as
personnel. Incorporate meas- appropriate.
urement needs into
planning (e.g. pur-
chasing/ installing
submeters).

10 © ISO 2021 – All rights reserved

Table 4 (continued)
Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Documented Ensure that energy — Ensure that the Ensure that the
information consumption and results of the energy methods and criteria
cost data (e.g. energy review are availa- used to develop and
bills) are available as ble as documented conduct the energy
documented information. review are available
information. as documented
information.

5.5 Element 5 — Energy performance indicators and energy baselines

The energy performance indicator (EnPI) is the measure or unit of energy performance. EnPIs can
be expressed by using a simple metric, ratio or a model. Energy baselines (EnBs) are quantitative
reference(s) for comparison of energy performance. Using EnPI values and EnBs can help to establish
and quantify energy performance improvements and can also identify any abnormal situations where
energy performance significantly deviates from the expected value.
As an introduction, a regular recording of energy consumption data (e.g. monthly) and an analysis of
the data, e.g. in an accounting spreadsheet, can be helpful to identify energy trends.
The following procedure describes how to develop EnPIs effectively:
— consider the level at which the EnPI can be applied (facility, equipment, system or energy using
processes);
— brainstorm all potential variables (e.g. production volume, weather) based on practical knowledge
of the energy consumption within the EnPI boundary;
— collect historical energy consumption data and variables that are potentially relevant;

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— establish criteria that will be used to determine if a variable is relevant or not;
— conduct a preliminary analysis to determine which variables need to be analysed against the
established criteria (e.g. correlation analysis using scatter diagrams);
— identify and define which variables are significantly impacting energy performance and do routinely
change, and are thus relevant;
— establish EnPIs, considering the identified relevant variables;
— establish a baseline (e.g. annual energy consumption) that accounts for the impacts of relevant
variables on energy performance;
— document the changes of the EnPI values compared to the EnBs.
NOTE For more information, see ISO 50006.

The criteria related to the element “energy performance indicators and energy baselines” are shown in
Table 5.
The content of this element relates to ISO 50001:2018, 6.4 and 6.5.

© ISO 2021 – All rights reserved 11

Table 5 — Energy performance indicators and energy baselines

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Relevant variables Brainstorm possible Quantify potentially Conduct a more Determine all
variables based on relevant variables. thorough review of relevant
practical knowledge. variables that signifi- variables for
Conduct a prelim-
cantly impact energy each SEU.
inary analysis of
consumption using
energy consumption
simple regression
based on a single
analysis.
variable.
EnPIs — Determine EnPIs at Create EnPIs that are Ensure that EnPIs
the facility level. aligned with energy are appropriate
targets. for measuring and
monitoring energy
Determine EnPIs at
performance and
the SEU level.
for demonstrating
Review EnPIs peri- energy performance
odically to ensure improvement.
that they reflect
energy performance
and update them, if
necessary.
EnBs Conduct a prelim- Establish an EnB for Establish EnB(s) by Revise EnB(s) in the
inary analysis of each energy type using the informa- following cases:
energy data (e.g. by (e.g. by using one tion from the data of
a) EnPI(s) no longer
using the historical year of energy bills). the energy review
reflect(s) the or-
data). (e.g. daily, weekly
ganization’s energy
or monthly) energy
performance;
consumption and rel-
evant variable data. b) there have been
major changes to the

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static factors;
c) according to a
pre-determined
method.
Use relevant varia-
bles for the normali-
zation of the EnB(s).
Communication — — EnMT reports EnPI EnMT reports EnPI
value(s) regularly, value(s) at deter-
including progress mined intervals,
against energy tar- including progress
gets and/or EnB(s). against energy tar-
gets and/or EnB(s).
Documented — — Ensure that EnBs, Ensure that the
information EnPI value(s), rele- method to deter-
vant variable data mine and update the
and information EnPI(s) is available
on revision(s) of as documented infor-
EnB(s) are available mation.
as documented infor-
Ensure that the
mation.
modifications to
EnB(s) are available
as documented
information.

12 © ISO 2021 – All rights reserved

5.6 Element 6 — Objectives, energy targets and action plans

Objectives are results to be achieved such as intended results or operational criteria. Objectives can
directly relate to energy performance, although this is not necessarily the case. Energy targets are the
quantifiable objectives of energy performance improvement and can be included within an objective.
As a first step, the organization should consider which objectives and energy targets it would like to
achieve. It is possible that there are already some initial ideas by which energy consumption can be
reduced and energy efficiency increased. The action plan is the link between objectives, opportunities,
the associated measures and a plan for implementation, including resource planning.
An action plan defines the activities to be carried out in order to achieve the objectives and energy
targets. It includes what will be done, who will be responsible, what resources will be required, when
it will be completed and how the results will be evaluated. The plan designates the responsibilities and
deadlines. It is the driver for continual improvement of the EnMS and energy performance. The criteria
related to the element “objectives, energy targets and action plans” are shown in Table 6.
The content of this element relates to ISO 50001:2018, 6.2.

Table 6 — Objectives, energy targets and action plans

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Objectives and Set energy targets Formally set energy Ensure that the ob- Ensure that objec-
energy targets using an ad hoc or targets. jectives and energy tives and energy
informal approach. targets are consist- targets consider
ent with the energy SEUs and take into
policy, take into account applicable
account energy per- requirements.
formance improve-
Ensure that objec-
ment opportunities
tives and energy tar-
and are updated as

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gets are measurable
appropriate.
and monitored.
Action plans Select and imple- Establish a basic Ensure that action Select and implement
ment energy savings plan for the imple- plans take into ac- energy savings pro-
projects and energy mentation of energy count risks, barriers jects and efficiency
efficiency measures savings projects and and financial evalua- measures to ensure
using an ad hoc or energy efficiency tion and include how that they result in
informal approach. measures including the results will be improved energy
required resources, evaluated. performance.
responsibilities and
Analyse and prior- Review the effective-
timelines.
itize energy savings ness of action plans
projects and efficien- and the achievement
cy measures. of energy targets at
planned intervals.
Evaluate the results
of the implement-
ed energy savings
projects and energy
efficiency measures.
Integration — — — Consider how actions
to achieve objectives
and energy targets
can be integrated
into business
processes.

© ISO 2021 – All rights reserved 13

Table 6 (continued)
Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Communication — — Inform employees Communicate and
regularly about the update objectives
extent to which ob- and energy targets,
jectives and energy as appropriate.
targets have been
met.
Documented — Ensure that action Ensure that objec- —
information plans for energy tives, energy targets
savings projects are and action plans are
available as docu- available as docu-
mented information. mented
information.

5.7 Element 7 — Competence and awareness

The organization should raise awareness among employees, and inform and motivate them, so that
their daily activities can help in the improvement of energy performance.
In addition, the organization should identify competence gaps based on the level of current competence
(education, skill, training or experience) and necessary competence related to the EnMS and energy
performance and should take actions to fill the identified gaps. The criteria related to the element
“competence and awareness” are shown in Table 7.
The content of this element relates to ISO 50001:2018, 7.2, 7.3 and 7.4.

Table 7 — Competence and awareness

Criteria

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Topics
Level 1 Level 2 Level 3 Level 4
Employee awareness — Ensure that all em- Ensure that employ- Ensure that employ-
ployees are aware of ees engage in energy ees are aware of
the energy policy. awareness through their contribution
campaigns and pro- to the effectiveness
Ensure that em-
motional events. of the EnMS and the
ployees understand
implications of not
how their actions Review or analyse
conforming to the
can impact energy employee awareness.
EnMS requirements.
consumption.
Competence — Train members of Identify competence Identify compe-
the EnMT in specific gaps for the EnMT tence gaps for other
energy management based on the level of relevant personnel
issues, as necessary. current competence based on the level of
and necessary com- current competence
petence related to and necessary com-
the EnMS and energy petence related to
performance. the EnMS and energy
performance.
Take actions to fill
the identified gaps Take actions to fill
for the EnMT. the identified gaps
for other relevant
personnel.

14 © ISO 2021 – All rights reserved

Table 7 (continued)
Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Improvement — — Encourage em- Top management im-
suggestions ployees to make plements an employ-
comments or suggest ee and contractor
ideas about energy suggestion scheme
performance im- for the improvement
provement actions. of energy perfor-
mance and the EnMS.
Documented — — — Ensure that evidence
information of competence of all
personnel involved
in the EnMS is availa-
ble as documented
information.
Consider keep-
ing documented
information on the
suggested improve-
ments.

5.8 Element 8 — Operations and maintenance

Optimization of planning, implementation and control of O&M processes related to SEUs can lead to an
improvement in energy performance. Effective control of the O&M of the infrastructure is important to
maintain and prevent a deterioration in energy performance. Establishing O&M criteria for facilities,
equipment, systems and processes is a key activity in an EnMS.
The organization should be receptive to proposed operational improvements and seek to test and

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incorporate those that add value, whether the improvement is a change in work practice, a minor
enhancement to process or a major equipment upgrade. The criteria related to the element “operations
and maintenance” are shown in Table 8.
The content of this element relates to ISO 50001:2018, 8.1.

Table 8 — Operations and maintenance

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
O&M criteria — Partially establish Establish and main- Monitor O&M crite-
O&M criteria for tain O&M criteria for ria for the processes
processes related to the processes related related to the energy
energy performance. to the energy perfor- performance of SEUs
mance of SEUs. to support timely
action when signifi-
cant deviations from
intended energy
performance occur.

© ISO 2021 – All rights reserved 15

Table 8 (continued)
Criteria
Topics
Level 1 Level 2 Level 3 Level 4
O&M processes Consider some O&M Ensure that the en- Ensure that some Control outsourced
impacts on energy ergy impacts of O&M O&M processes are O&M processes.
consumption. processes are under- in place.
Ensure that the O&M
stood by personnel.
of externally provid-
O&M personnel iden- ed SEUs or processes
tify some no-cost related to SEUs are
and low-cost energy controlled.
performance im-
Ensure that all O&M
provement actions.
processes are in
place for SEUs.
Communication — — Communicate crite- —
ria established for
the processes related
to SEUs to relevant
personnel.
Documented — — — Ensure that evi-
information dence to the extent
necessary that O&M
processes related to
SEUs have been car-
ried out as planned
is available as docu-
mented information.

5.9 Element 9 — Procurement and design

Procurement and design activities for facilities, equipment, systems and energy-using processes often

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provide opportunities to improve an organization’s energy performance. Organizations should conduct
these activities to ensure that energy performance improvement opportunities are evaluated by
balancing both long- and short-term benefits. Metrics which can be considered are pay-back period, net
present value or internal rate of return.
This can be done at the design stage by considering energy performance as part of the project goals.
Design considerations can take varied forms such as energy efficient technologies, heat recovery and
peak power management to minimize life cycle costs.
Suppliers of products, equipment and services are to be informed that energy performance is one of
the evaluation criteria in making procurement decisions. Common metrics for the evaluation include
assessing the benefits (including reduced energy costs) and costs (including higher initial cost) for
major business investments. The criteria related to the element “procurement and design” are shown in
Table 9.
The content of this element relates to ISO 50001:2018, 8.2 and 8.3.

Table 9 — Procurement and design

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Design — Consider energy Consider energy Consider energy
performance performance performance
occasionally in consistently in improvement
design. design. opportunities and
operational control
in design.

16 © ISO 2021 – All rights reserved

Table 9 (continued)
Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Procurement — Consider energy Consider energy Ensure that purchas-
consumption performance ing decisions follow
occasionally in consistently in established crite-
procurement. procurement. ria for evaluating
energy performance
Engage equipment
over the planned or
suppliers and con-
expected operating
tractors to provide
lifetime.
energy efficient
solutions. Account for the
impact that contrac-
Ensure that some
tors and outsourced
standard procedures
processes have on
are in place for the
energy performance.
procurement of
energy types.
Communication — — Begin informing Inform suppliers
suppliers that energy that energy perfor-
performance is one mance is one of the
of the evaluation evaluation criteria
criteria for for procurement.
procurement.
Ensure that the
results of the energy
performance consid-
eration of the design
stage are incorporat-
ed into specifications
of the procurement
documents and are

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communicated to
suppliers.
Documented — — — Ensure that infor-
information mation on design
activities related to
energy performance
are available as doc-
umented
information.

5.10 Element 10 – Process for communication and control of documented information

The organization should establish a process to control the documented information. The extent of
documented information for an EnMS can differ from one organization to another depending on the
size of the organization, its activities, products and services, the complexity of its processes and the
competence of personnel. Documented information can be in any format and media (e.g. paper, video,
audio, photos, electronic). Some of the elements include a topic called “documented information”
which describes the minimum documented information that an organization should have in its EnMS.
Documented information can be internal (e.g. manuals, drawings, purchase specification, maintenance
plans, results of monitoring and measurement, results of calibration of instruments) and external (e.g.
energy bills, laws and regulations, communications to/from legal authorities).
The organization should establish processes for internal and external communication. The
communication can be done using different modes, e.g. by emails, intranet or internet, meetings,
posters or competitions. Some of the elements include a topic called “communication” which describes
the minimum information that an organization should communicate. Communication can be with
internal (e.g. relevant personnel, top management, EnMT) or external (e.g. suppliers, customers, legal

© ISO 2021 – All rights reserved 17

authorities) interested parties. The criteria related to the element “process for communication and
control of documented information” are shown in Table 10.
The content of this element relates to ISO 50001:2018, 7.4 and 7.5.

Table 10 — Process for communication and control of documented information

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Documentation Keep some Issue and maintain Identify all Create, manage,
process documented infor- some documented documented review, update and
mation (e.g. energy information (e.g. information that is control EnMS-
bills). energy policy, energy needed to support related
review, energy data the EnMS. documented
collection plan, information.
initial training
activities).
Communication Communicate on Ensure planned Determine the inter- Determine the
process energy-related communication nal communication external
issues using an ad on energy- relevant to the EnMS communications
hoc or informal performance- including what to relevant to the EnMS.
approach. related issues. communicate, when
to communicate,
recipients of that
communication, how
to communicate and
who is responsible
for communication.

5.11 Element 11 — Monitoring, measurement, analysis and evaluation of energy

performance

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The extent to which planned activities are realized and the intended results of the organization are
achieved requires ongoing monitoring of energy performance, evaluation of energy performance
improvement and investigation of significant deviations. Monitoring and measurement provides
information to determine the effectiveness of the energy management activities, if action plans are
being implemented and when corrective action is necessary.
The organization monitors and measures at a minimum the following key characteristics:
— operation of SEUs;
— EnPI(s);
— effectiveness of the action plans in achieving objectives and energy targets;
— actual versus expected energy consumption;
— compliance with legal requirements and other requirements.
This also enables evaluation of energy performance improvement and comparison with energy targets,
signalling corrective action if the activities fall short of expected energy performance improvement and
energy targets. Ultimately, evaluating energy performance at defined intervals enables the organization
to demonstrate continual improvement of energy performance. The criteria related to the element
“monitoring, measurement analysis and evaluation of energy performance” are shown in Table 11.
The content of this element relates to ISO 50001:2018, 9.1.1 and 9.1.2.

18 © ISO 2021 – All rights reserved

Table 11 — Monitoring, measurement analysis and evaluation of energy performance

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Monitoring and Monitor energy Review energy Monitor and Ensure that equip-
measurement consumption (e.g. at performance measure key ment used for the
facility level using (including costs) characteristics measurement of
energy bills). occasionally. including actual key characteristics
versus expected provides data which
energy are accurate and
consumption repeatable.
and EnPIs.
Analysis and evalu- — — Analyse the results Evaluate energy
ation of monitoring and performance and
measurements. energy performance
improvement.
Identify significant
deviations in energy Investigate and re-
performance. spond to significant
deviations in energy
performance.
Legal requirements — — — Evaluate compliance
and other require- with legal require-
ments ments and other
requirements at
planned intervals.
Documented — — Ensure that results Ensure that the re-
information from monitoring and sults of the investi-
measurement are gation and response
available as to significant
documented deviations in energy
information. performance are

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available as
documented
information.
Ensure that docu-
mented information
on the accuracy and
repeatability of the
measurements is
available.
Ensure that the
results of the evalu-
ation of compliance
with legal require-
ments and other re-
quirements is avail-
able as documented
information.

5.12 Element 12 — Management review and improvement

Top management should determine if the EnMS is effective, if the expected results have been achieved,
if changes to the EnMS are needed and if allocation of resources have to be made available. The first
step can be a review in the form of a management review, at least annually. In this way, the continuing
effectiveness of the EnMS can be checked.
It is very important to conduct an internal audit prior to the management review to determine if there
is room for improvement and to ascertain whether the EnMS is functioning. The outcome should be
presented to top management. The internal audit is conducted to provide information on whether

© ISO 2021 – All rights reserved 19

the EnMS conforms to the energy policy and the objectives and energy targets established by the
organization, and if the EnMS is functioning effectively and energy performance is improved.
When a deviation from an expected result is identified, the organization should determine the cause,
take remedial action to bring it back to normal and, for future activities, find solutions to prevent
recurrence.
Continual improvement promotes, supports and sustains energy performance improvement and
the achievement of other intended results. Continual improvement can be applied to any or all of the
processes of the EnMS. The criteria related to the element “management review and improvement” are
shown in Table 12.
The content of this element relates to ISO 50001:2018, 9.2, 9.3, 10.1 and 10.2.

Table 12 — Management review and improvement

Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Review of energy — Top management Top management Top management
performance reviews energy reviews the extent to reviews energy
consumption and which objectives and performance and
energy costs at least energy targets have energy performance
on an annual basis. been met and takes improvement based
actions when they on monitoring and
are not achieved. measurement results
including the EnPIs.
Top management
reviews the status of
action plans.
Review of the EnMS — — Top management Review the EnMS at
reviews the EnMS at planned intervals
defined intervals. internally to ensure

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that relevant em-
Identify and monitor
ployees are following
EnMS elements (e.g.
its requirements.
using an organiza-
tional scorecard or Continually identify,
energy management assess and imple-
assessment). ment opportunities
to improve the EnMS.
Top management
reviews trends in
nonconformities and
corrective actions.
Top management
reviews the
effectiveness
of the EnMT.
Internal audit — — — Plan, implement and
maintain internal
audit programme(s).
Top management re-
views trends in audit
results.

20 © ISO 2021 – All rights reserved

Table 12 (continued)
Criteria
Topics
Level 1 Level 2 Level 3 Level 4
Nonconformity and — Identify deviations Determine the caus- Review the effective-
corrective actions from expected re- es of nonconformi- ness of any correc-
sults (e.g. in energy ties and take actions, tive action taken and
consumption trends) if needed, in order to their appropriate-
and take action to prevent their recur- ness to the effects
control and correct rence or occurrence of the identified
them. elsewhere. nonconformities.
Make changes to the
EnMS, if required.
Continual — — — Demonstrate
improvement continual energy
performance
improvement.
Continually improve
the effectiveness of
the EnMS.
Documented — — — Ensure that the re-
information sults of the
management review
are available as
documented
information.
Ensure that the na-
ture of nonconform-
ities and the results
of corrective actions
taken are available

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as documented
information.

© ISO 2021 – All rights reserved 21

Annex A
(informative)

Continual improvement and advancing of the EnMS

A.1 Satisfying ISO 50001:2018 requirements

This document will assist organizations in implementing energy management practices to manage their
energy. It is possible that the resulting EnMS does not fully meet the requirements of ISO 50001:2018
after completing Level 4 of the maturity model in the phased approach. Each organization determines
the appropriate level or goals to achieve. However, once the organization reaches Level 4, a natural
progression can be to consider conformity to ISO 50001 as a goal.
As indicated in 4.2.7, the first step to establishing a plan to meet the requirements of this goal is to
conduct a gap analysis between Level 4 and ISO 50001. Since each organization implements the maturity
levels based on their needs, the gaps to ISO 50001 will be unique to the organization and their own
implementation of energy management practices to get to Level 4. Following the methodology of this
document, the next step is the development of an action plan towards closing those gaps. This would
allow organizations to self-declare conformity to ISO 50001 or seek certification if that is their goal.
When determining these actions, the organization can come across different ways to conform to
ISO 50001 requirement(s); some can be very simple, others can be more complex but should always add
value to the organization. Consistent with management systems, continual improvement is a feature
that helps the organization ensure that their systems improve and continue to deliver benefits over
time.

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A.2 Best practices
A.2.1 General
This subclause provides some more actions that can be taken at any stage of the development of the
EnMS. The actions are aligned with the elements presented throughout the document and can help
organizations to get a more robust and reliable EnMS. It also gives guidance to organizations on some
approaches that can be used to assist them in either further improvement of their existing EnMS in
meeting the requirement for continual improvement of energy performance over time and integrating
the EnMS into the strategic levels of the organization and social responsibility concerns.

A.2.2 Element 2 — Leadership

Actions that can be taken:
— reference energy management in annual reports (e.g. annual organization report, sustainability
report, website);
— ensure that EnMT is attached to the management board;
— ensure that the organization’s top-level strategic goals and plans explicitly include energy
performance;
— top management ensures commitment to:
— using alternative energy sources/technologies;
— establishing supply chain energy management;

22 © ISO 2021 – All rights reserved

— using energy to support sustainable development (e.g. through global initiatives/targets).

A.2.3 Element 3 — Resources

Actions that can be taken:
— use succession planning for EnMT.

A.2.4 Element 5 — Energy performance indicators and energy baselines

Actions that can be taken:
— explicitly embed EnPIs in the top-level organizational scorecard.

A.2.5 Element 7 — Competence and awareness

Actions that can be taken:
— ensure that relevant employees have energy targets in personal objectives;
— ensure that employees periodically take time off from standard jobs to investigate energy savings
opportunities (e.g. energy Kaizen events);
— provide general non-work energy efficiency opportunity information to employees;
— recognize and reward employee energy improvement ideas.

A.2.6 Element 8 — Operations and maintenance

Actions that can be taken:
— integrate effective O&M practices of SEUs into business processes;

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— ensure that preventive/predictive maintenance activities that improve efficiency associated with
SEUs are in place;
— manage maintenance activities in a maintenance system;
— monitor control systems regularly to ensure optimal operations;
— ensure that O&M processes, including outsourced O&M, are controlled;
— ensure that operations personnel actively seek energy savings measures and verify specific energy
goals within the organization.

A.2.7 Element 9 — Procurement and design

Actions that can be taken:
— ensure that procurement and design employees are part of the EnMT;
— ensure that procurement works with O&M personnel to ensure that energy efficiency targets are
met;
— consider waste heat recovery alongside purchased utility energy, as appropriate;
— ensure that financial metrics for energy projects account for long-term energy savings;
— consider best available technology in procurement and design activities;
— integrate energy efficient design into all relevant design projects.

© ISO 2021 – All rights reserved 23

A.2.8 Element 10 — Process for communication and control of documented information

Actions that can be taken:
— communicate routinely with the community regarding energy.

A.2.9 Element 11 — Monitoring, measurement, analysis and evaluation of energy

performance
Actions that can be taken:
— ensure that submetering is in place for all processes and equipment that are SEUs;
— train all relevant personnel on energy analysis.

A.2.10 Element 12 — Management review and improvement

Actions that can be taken:
— be agile and responsive to unplanned changes;
— factor data trends, supplier information and preventive action information into energy project
planning;
— ensure that each department or functional area has a team member involved in the management
review.

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24 © ISO 2021 – All rights reserved

Annex B
(informative)

Level version of the maturity model

This annex shows the criteria in a level-based manner in Tables B.1 to B.4. The tables also show the
connection between the clauses and subclauses of ISO 50001:2018 to the elements given in this
document.

Table B.1 — Maturity model — Level 1

Criteria
ISO 50001:2018
No. Element Level 1
reference
— Create some awareness within the organization about
4. Context of the Context of the energy-related environmental and other impacts.
1
organization organization — Create an awareness about the applicable legal
requirements and other requirements related to energy.
Top management:
— provides verbal support for energy management;
2 Leadership — ensures that informal policies or commitments relating to
5. Leadership energy management are in place;

— enables the formation of an EnMT.

— Establish an informal EnMT.

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3 Resources
— Allocate some budget for energy management activities.
— Identify current energy types and energy use(s).

— Identify energy savings opportunities that are either based

on common knowledge at the facility or are simple and/
4 Energy review
or low-cost (e.g. compressed air leaks, steam leaks, idling
equipment).

— Collect energy data (e.g. by using energy bills).

— Brainstorm possible variables based on practical
6. Planning knowledge.
Energy
performance — Conduct a preliminary analysis of energy data (e.g. by
5
indicators and using the historical data).
energy baselines
— Ensure that energy consumption and cost data (e.g. energy
bills) are available as documented information.
Objectives, — Set energy targets using an ad hoc or informal approach.
6 energy targets — Select and implement energy savings projects and energy
and action plans efficiency measures using an ad hoc or informal approach.

© ISO 2021 – All rights reserved 25

Table B.1 (continued)

Criteria
ISO 50001:2018
No. Element Level 1
reference
Competence and
7 —
awareness
Operations and — Consider some O&M impacts on energy consumption.
8
maintenance
7. Support and Procurement and
9 —
8. Operation design
Process for — Keep some documented information (e.g. energy bills).
communication
10 and control of — Communicate on energy-related issues using an ad hoc or
documented informal approach.
information
Monitoring, — Monitor energy consumption (e.g. at facility level using
measurement, energy bills).
9. Performance analysis and
11
evaluation evaluation of
energy
performance
Management
10. Improvement 12 review and —
improvement

Table B.2 — Maturity model — Level 2

Criteria
ISO 50001:2018
No. Element title Level 2

University of Toronto User.

reference
4. Context of the Context of the — Collect information about energy-related environmental
1
organization organization and other impacts within the organization.
Top management ensures that:
— an energy policy is established;

— energy targets are established;

— responsibilities and authorities to the EnMT are assigned

(the tasks of the EnMT are described in Element 3
2 Leadership “resources”);

— the energy policy is communicated within the

organization;
5. Leadership — the roles, responsibilities and composition of the EnMT are
communicated within the organization;

— the energy policy is available as documented information.

— Establish an EnMT.

— The EnMT begins to collect information that can be

used on energy performance and energy performance
3 Resources
improvement.

— Allocate the budget necessary for initial training and

implementation.

26 © ISO 2021 – All rights reserved

Table B.2 (continued)

Criteria
ISO 50001:2018
No. Element title Level 2
reference
— Evaluate past and current energy use(s) and energy
consumption and energy cost data.

— Identify SEUs.

— Evaluate opportunities for energy savings.

4 Energy review
— Install permanent or temporary energy consumption
meters wherever resources are available.

— Store energy data in easily accessible formats and make it

available to relevant personnel.
— Quantify potentially relevant variables.

6. Planning Energy — Conduct a preliminary analysis of energy consumption

performance based on a single variable.
5
indicators and — Determine EnPIs at the facility level.
energy baselines
— Establish an EnB for each energy type (e.g. by using one
year of energy bills).
— Formally set energy targets.

— Establish a basic plan for the implementation of energy

Objectives,
savings projects and energy efficiency measures including
6 energy targets
required resources, responsibilities and timelines.
and action plans
— Ensure that action plans for energy savings projects are
available as documented information.

University of Toronto User.

— Ensure that all employees are aware of the energy policy.

— Ensure that employees understand how their actions can

Competence and
7 impact energy consumption.
awareness
— Train members of the EnMT in specific energy management
issues, as necessary.
— Partially establish O&M criteria for processes related to
energy performance.

Operations and — Ensure that the energy impacts of O&M processes are
8
7. Support and maintenance understood by personnel.
8. Operation
— O&M personnel identify some no-cost and low-cost energy
performance improvement actions.
Procurement and — Consider energy performance occasionally in design.
9
design — Consider energy consumption occasionally in procurement.
Process for — Issue and maintain some documented information (e.g.
communication energy policy, energy review, energy data collection plan,
10 and control of initial training activities).
documented — Ensure planned communication on energy-performance-
information related issues.

© ISO 2021 – All rights reserved 27

Table B.2 (continued)

Criteria
ISO 50001:2018
No. Element title Level 2
reference
Monitoring, — Review energy performance (including costs) occasionally.
measurement,
9. Performance analysis and
11
evaluation evaluation of
energy
performance
— Top management reviews energy consumption and energy
Management costs at least on an annual basis.
10. Improvement 12 review and — Identify deviations from expected results (e.g. in energy
improvement consumption trends) and take action to control and correct
them.

Table B.3 — Maturity model — Level 3

Criteria
ISO 50001:2018
No. Element title Level 3
reference
— Determine energy-related external and internal issues
that affect the organization’s ability to improve energy
performance.

4. Context of the Context of the — Identify the risks and opportunities associated with
1
organization organization external and internal issues that affect the organization’s
ability to improve energy performance.

— Determine how legal requirements and other requirements

University of Toronto User.

apply to the organization’s EnMS.
Top management ensures that:
— the energy policy includes a commitment to continual
improvement of energy performance and the EnMS;

— the EnMS scope and boundaries are established;

— objectives and energy targets are established;

— the EnMS is improving in order to meet the targets for each

5. Leadership 2 Leadership element;

— responsibilities and authorities for relevant roles (beyond

the members of the EnMT) are assigned;

— responsibilities and authorities for relevant roles are

communicated within the organization;

— the scope and boundaries are available as documented

information.

28 © ISO 2021 – All rights reserved

Table B.3 (continued)

Criteria
ISO 50001:2018
No. Element title Level 3
reference
— EnMT ensures that the EnMS is established, implemented,
maintained and continually improved.

— EnMT implements action plans to continually improve

energy performance.

— EnMT monitors the energy performance of the

3 Resources
organization.

— EnMT regularly communicates energy performance and

achievements within the organization.

— Absorb costs for the EnMS into existing capital and/or

operational expense budget(s).
— Make preliminary estimates of future energy use(s) and
energy consumption.

— Determine current energy performance of each SEU.

— Prioritize energy savings opportunities.

— Define energy data collection plans that include energy

6. Planning 4 Energy review consumption, relevant variable data and operational
criteria for the SEU(s) and energy consumption for the
organization.

— Incorporate measurement needs into planning (e.g.

purchasing/installing submeters).

University of Toronto User.

— Ensure that the results of the energy review are available
as documented information.
— Conduct a more thorough review of variables that
significantly impact energy consumption using simple
regression analysis.

— Create EnPIs that are aligned with energy targets.

— Determine EnPIs at the SEU level.

— Review EnPIs periodically to ensure that they reflect

Energy
energy performance and update them, if necessary.
performance
5
indicators and — Establish EnB(s) by using the information from the data of
energy baselines the energy review (e.g. daily, weekly or monthly) energy
consumption and relevant variable data.

— EnMT reports EnPI value(s) regularly, including progress

against energy targets and/or EnB(s).

— Ensure that EnBs, EnPI value(s), relevant variable data

and information on revision(s) of EnB(s) are available as
documented information.

© ISO 2021 – All rights reserved 29

Table B.3 (continued)

Criteria
ISO 50001:2018
No. Element title Level 3
reference
— Ensure that the objectives and energy targets are
consistent with the energy policy, take into account energy
performance improvement opportunities and are updated
as appropriate.

— Ensure that action plans take into account risks, barriers

and financial evaluation and include how the results will be
evaluated.
Objectives,
6 energy targets — Analyse and prioritize energy savings projects and
and action plans efficiency measures.

— Evaluate the results of the implemented energy savings

projects and energy efficiency measures.

— Inform employees regularly about the extent to which

objectives and energy targets have been met.

— Ensure that objectives, energy targets and action plans are

available as documented information.
— Ensure that employees engage in energy awareness
through campaigns and promotional events.

— Review or analyse employee awareness.

— Identify competence gaps for the EnMT based on the level

7. Support and Competence and
7 of current competence and necessary competence related
8. Operation awareness
to the EnMS and energy performance.

University of Toronto User.

— Take actions to fill the identified gaps for EnMT.

— Encourage employees to make comments or suggest ideas

about energy performance improvement actions.
— Establish and maintain O&M criteria for the processes
related to energy performance of SEUs.
Operations and
8 — Ensure that some O&M processes are in place.
maintenance
— Communicate criteria established for the processes related
to SEUs to relevant personnel.
— Consider energy performance consistently in design.

— Consider energy performance consistently in procurement.

— Engage equipment suppliers and contractors to provide

Procurement and energy efficient solutions.
9
design
— Ensure that some standard procedures are in place for the
procurement of energy types.

— Begin informing suppliers that energy performance is one

of the evaluation criteria for procurement.
— Identify all documented information that is needed to
Process for support the EnMS.
communication
10 and control of — Determine the internal communication relevant to
documented the EnMS including what to communicate, when to
information communicate, recipients of that communication, how to
communicate and who is responsible for communication.

Table B.3 (continued)

Criteria
ISO 50001:2018
No. Element title Level 3
reference
— Monitor and measure key characteristics including actual
Monitoring, versus expected energy consumption and EnPIs.
measurement,
9. Performance analysis and — Analyse the results of monitoring and measurements.
11
evaluation evaluation of — Identify significant deviations in energy performance.
energy
performance — Ensure that results from monitoring and measurement are
available as documented information.
— Top management reviews the extent to which objectives
and energy targets have been met and takes actions when
they are not achieved.

— Top management reviews the status of action plans.

— Top management reviews the EnMS at defined intervals.

— Identify and monitor EnMS elements (e.g. using an

Management
organizational scorecard or energy management
10. Improvement 12 review and
assessment).
improvement
— Top management reviews trends in nonconformities and
corrective actions.

— Top management reviews the effectiveness of the EnMT.

— Determine the causes of nonconformities and take

actions, if needed, in order to prevent their recurrence or
occurrence elsewhere.

University of Toronto User.

Table B.4 — Maturity model — Level 4
Criteria
ISO 50001:2018
No. Element title Level 4
reference
— Top management ensures that the energy-related needs
and expectations of the relevant interested parties are
determined.

— Top management ensures that risks and opportunities

associated with the energy-related needs and expectations
of interested parties are determined in order to ensure
that the EnMS achieves its intended results.

— Top management ensures that measures to address the

4. Context of the Context of the determined risks and opportunities are established.
1
organization organization
— The organization determines changes in external and
internal issues and associated risks and opportunities
that are relevant to the EnMS and energy performance
improvement.

— Establish a system to apply legal requirements and other

requirements throughout the processes of the EnMS.

— Review at defined intervals the organization’s legal

requirements and other requirements.

Table B.4 (continued)

Criteria
ISO 50001:2018
No. Element title Level 4
reference
Top management demonstrates leadership and commitment by:
— ensuring that the energy policy is periodically reviewed
and updated as necessary;

— ensuring that the energy policy is compatible with the

strategic direction of the organization;

— reviewing the EnMS scope and boundaries and updating as

appropriate;

— ensuring that objectives and energy targets are compatible

with the strategic direction of the organization;

— ensuring that the action plans are approved and

implemented;
5. Leadership 2 Leadership
— promoting continual improvement of energy performance
and the EnMS;

— ensuring that responsibilities and authorities for all

relevant roles are assigned, reviewed and updated as
appropriate;

— communicating the importance of the effectiveness of the

EnMS and of conforming to the EnMS requirements;

— ensuring that responsibilities and authorities for all

relevant roles are communicated within the organization;

University of Toronto User.

— making the energy policy available to interested parties, as
appropriate.
— EnMT monitors the status of the action plans.

— EnMT reports to top management on the performance of

the EnMS and the improvement of energy performance at
3 Resources
determined intervals.

— Determine and allocate the budget needed for continual

improvement of energy performance and the EnMS.

Table B.4 (continued)

Criteria
ISO 50001:2018
No. Element title Level 4
reference
— Estimate future energy use(s) and energy consumption.

— Update the energy review at defined intervals as well as in

response to major changes in facilities, equipment, systems
or energy-using processes.

— Identify the person(s) doing work that influence or affect

each SEU.

— Identify routinely new energy savings opportunities,

analyse and evaluate them, and implement selected
4 Energy review
measures on a continual basis.

— Ensure that equipment used for measurement provides

data which are accurate and repeatable.

— Review the energy data collection plans at defined

intervals and update, as appropriate.

— Ensure that the methods and criteria used to develop and

conduct the energy review are available as documented
information.
— Determine all relevant variables for each SEU.

— Ensure that EnPIs are appropriate for measuring and

monitoring energy performance and for demonstrating
energy performance improvement.

— Revise EnB(s) in the following cases:

University of Toronto User.

a) EnPI(s) no longer reflect(s) the organization’s energy
performance;
Energy
performance b) there have been major changes to the static factors;
6. Planning 5
indicators and c) according to a pre-determined method.
energy baselines
— Use relevant variables for the normalization of the EnB(s).

— EnMT reports EnPI value(s) at determined intervals,

including progress against energy targets and/or EnB(s).

— Ensure that the method to determine and update the

EnPI(s) is available as documented information.

— Ensure that the modifications to EnB(s) are available as

documented information.

Table B.4 (continued)

Criteria
ISO 50001:2018
No. Element title Level 4
reference
— Ensure that objectives and energy targets consider SEUs
and take into account applicable requirements.

— Ensure that objectives and energy targets are measurable

and monitored.

— Select and implement energy savings projects and

Objectives, efficiency measures to ensure that they result in improved
6 energy targets energy performance.
and action plans — Review the effectiveness of action plans and the
achievement of energy targets at planned intervals.

— Consider how actions to achieve objectives and energy

targets can be integrated into business processes.

— Communicate and update objectives and energy targets, as

appropriate.
— Ensure that employees are aware of their contribution to
the effectiveness of the EnMS and the implications of not
conforming to the EnMS requirements

— Identify competence gaps for other relevant personnel

based on the level of current competence and necessary
competence related to the EnMS and energy performance.

— Take actions to fill the identified gaps for other relevant

7. Support and Competence and personnel.
7

University of Toronto User.

8. Operation awareness — Top management implements an employee and contractor
suggestion scheme for the improvement of energy
performance and the EnMS.

— Ensure that evidence of competence of all personnel

involved in the EnMS is available as documented
information.

— Consider keeping documented information on the

suggested improvements.
— Monitor O&M criteria for the processes related to the
energy performance of SEUs to support timely action, when
significant deviations from intended energy performance
occur.

— Control outsourced O&M processes.

Operations and
8 — Ensure that the O&M of externally provided SEUs or
maintenance
processes related to SEUs are controlled.

— Ensure that all O&M processes are in place for SEUs.

— Ensure that evidence to the extent necessary that O&M

processes related to SEUs have been carried out as planned
is available as documented information.

Table B.4 (continued)

Criteria
ISO 50001:2018
No. Element title Level 4
reference
— Consider energy performance improvement opportunities
and operational control in design.

— Ensure that purchasing decisions follow established

criteria for evaluating energy performance over the
planned or expected operating lifetime.

— Account for the impact that contractors and outsourced

processes have on energy performance.
Procurement and — Inform suppliers that energy performance is one of the
9
design evaluation criteria for procurement.

— Ensure that the results of the energy performance

consideration of the design stage are incorporated into
specifications of the procurement documents and are
communicated to suppliers.

— Ensure that information on design activities related

to energy performance are available as documented
information.
Process for — Create, manage, review, update and control EnMS-related
communication documented information.
10 and control of
documented — Determine the external communications relevant to the
information EnMS.
— Ensure that equipment used for the measurement of key
characteristics provides data which are accurate and

University of Toronto User.

repeatable.

— Evaluate energy performance and energy performance

improvement.

— Investigate and respond to significant deviations in energy

Monitoring, performance.
measurement,
— Evaluate compliance with legal requirements and other
9. Performance analysis and
11 requirements at planned intervals.
evaluation evaluation of
energy — Ensure that the results of the investigation and response to
performance significant deviations in energy performance are available
as documented information.

— Ensure that documented information on the accuracy and

repeatability of the measurements is available.

— Ensure that the results of the evaluation of compliance

with legal requirements and other requirements is
available as documented information.

Table B.4 (continued)

Criteria
ISO 50001:2018
No. Element title Level 4
reference
— Top management reviews energy performance and energy
performance improvement based on monitoring and
measurement results including the EnPIs.

— Review the EnMS at planned intervals internally to ensure

that relevant employees are following its requirements.

— Continually identify, assess and implement opportunities

to improve the EnMS.

— Plan, implement and maintain internal audit

programme(s).

— Top management reviews trends in audit results.

Management
10. Improvement 12 review and — Review the effectiveness of any corrective action taken
improvement and their appropriateness to the effects of the identified
nonconformities.

— Make changes to the EnMS, if required.

— Demonstrate continual energy performance improvement.

— Continually improve the effectiveness of the EnMS.

— Ensure that the results of the management review are

available as documented information.

— Ensure that the nature of nonconformities and the results

of corrective actions taken are available as documented

University of Toronto User.

information.

Bibliography

[1] ISO 50002, Energy audits — Requirements with guidance for use
[2] ISO 50006, Energy management systems — Measuring energy performance using energy baselines
(EnB) and energy performance indicators (EnPI) — General principles and guidance
[3] ISO 50047:2016, Energy savings — Determination of energy savings in organizations
[4] US Department of Energy. 50001 Ready program. Available at: https://betterbuildingssolu
tioncenter.energy.gov/iso-50001/50001Ready
[5] US Department of Energy. 50001 Ready Navigator. Available at: https://navigator.lbl.gov/

University of Toronto User.

ICS 27.015; 03.100.70
ISO 50005:2021(E)

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Iso 50005-2021

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Energy management systems —

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Energy management systems — Guidelines for a phased

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4 The maturity model approach to implementing an EnMS

4.1 Explanation and structure of the maturity model

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Figure 1 — Interpretation of “blanks” in the element tables

4.2 Phased implementation of an EnMS using the maturity model

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Figure 2 — Initial process

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4.2.3 Set and confirm a goal for the phased implementation

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Figure 4 — Different approaches to define goals

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4.2.4 Set up a simple business case

4.2.5 Set up a project plan

4.2.6 Monitor the implementation of the project plan

The following steps should be taken:

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4.2.7 Gap analysis versus ISO 50001:2018

5 Description of elements and levels

5.1 Element 1 — Context of the organization

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Table 1 — Context of the organization

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5.2 Element 2 — Leadership

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5.3 Element 3 — Resources

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5.4 Element 4 — Energy review

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— data sheets of equipment;

Table 4 — Energy review

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5.5 Element 5 — Energy performance indicators and energy baselines

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Table 5 — Energy performance indicators and energy baselines

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5.6 Element 6 — Objectives, energy targets and action plans

Table 6 — Objectives, energy targets and action plans

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5.7 Element 7 — Competence and awareness

Table 7 — Competence and awareness

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5.8 Element 8 — Operations and maintenance

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Table 8 — Operations and maintenance

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5.9 Element 9 — Procurement and design

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Table 9 — Procurement and design

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