INSERT YOUR COMPANY NAME HERE

Energy Manual EnMS-002-A

______________________________________________________________

ISO 50001:2018
SA
Energy Management Systems Documentation

Energy Manual / Documented Information

MP
Document No. EnMS-002

Street Address
LE
City, State, Zip

Tel,

Cell Phone:

Email:

Web Site:

_________________________________________________________________________
Energy Manual
EnMS-002-Rev-A Approved by: ________________ Date: __________ 1
 INSERT YOUR COMPANY NAME HERE

Energy Manual EnMS-002-A

______________________________________________________________
Instructions:

This manual is used as a template in developing your ISO 50001:2018 Energy Management
Systems.
• Methods and systems used in the development and operation of the EnMS vary
widely from company to company.

• The blue text and suggestions displayed in the manual are intended to offer some
options and to highlight the areas that need attention / update / replacement.

• Review the text and suggestions and at a minimum replace or update them to reflect
the unique / customized information of your energy system requirements.

• Delete the blue text after each task is completed.

SA
• Use replace function – enter “Your Company” in find space, enter your company
name in replace space – system should make changes throughout the entire
document.

• Additional details and instructions in the use of the EnMS-002 manual template is
MP
included in a separate file “EnMS-Template-Instructions”.
Additional documentation review.
• Similarly, the blue text and suggestions displayed in the EnMS documentation (that
will follow) for the procedures, instructions, attachments, forms, and flow diagrams
are intended to offer some options and to highlight the areas that require update or
replacement.
LE

_________________________________________________________________________
Energy Manual
EnMS-002-Rev-A Approved by: ________________ Date: __________ 2
 INSERT YOUR COMPANY NAME HERE

Energy Manual EnMS-002-A

______________________________________________________________
Table of Contents – (this page)

Introduction

Section A a. Scope of the Energy Management System

Section B References

a. Normative reference

b. Terms and Definitions

Energy Management System Requirements

Section C Documented Information

SA
a. Distribution Control List

b. Revision Status
MP
c. Energy Policy, Objective, Energy Targets, Strategic Direction

d. Organization Chart

e. Company Background

f. Process Flow Diagram

LE
Section D List of Documented Information for clauses 4 through 10

Clause 4 Context of the Organization

Clause 5 Leadership

Clause 6 Planning

Clause 7 Support

Clause 8 Operation

Clause 9 Performance Evaluation

Clause 10 Improvement

Section E Records Documentation Matrix

_________________________________________________________________________
Energy Manual
EnMS-002-Rev-A Approved by: ________________ Date: __________ 3
 INSERT YOUR COMPANY LOGO/NAME HERE
P-620-A
Energy Objectives, Targets and Action Plans

1.0 Purpose/Scope
1.1 The purpose of this procedure is to describe the process of setting the energy
objectives and targets at relevant functions and levels in Your Company.
1.2 This procedure provides for the development of the energy programs required to
achieve the objectives and targets and outlines the process for developing action
plans for the identified energy programs.
2.0 Responsibilities and Authorities
2.1 The Energy management team leader has the prime responsibility and approval
authority for this procedure.
2.2 The Energy management team leader in consultation with the Energy
management team is responsible to coordinate activities associated with the
implementation and the maintenance of this procedure covering the energy
SA
objectives, targets and action plans.
2.3 Additional responsibilities for other personnel are detailed in relevant paragraphs
of section 5.0 below.
3.0 References and Definitions
MP
3.1 This document addresses clause 6.2 of the ISO 50001:2018 standard, covering
objectives and targets.
4.0 Resources
4.1 None
5.0 Instructions
LE
5.1 By setting objectives and targets at the relevant functions, levels, processes and
facilities, Your Company can focus its efforts and resources on areas of greatest
energy impact and/or greatest concern to internal and/or external stakeholders.
5.2 Objectives and targets are consistent with the energy policy. They are
measurable, monitored, communicated and updated as needed.
5.2.1 The objectives and targets become the drivers for the improvement in
energy performance and consider legal and other applicable
requirements, SEUs-significant energy uses, and energy improvement
opportunities identified with the energy review.
5.2.2 The energy objectives planning record, form F-620-001 is used to
establish and document the objectives and targets. The form is a multi-
section form where:
• Section 1 is used to restate the company’s energy policy (as detailed
in attachment A-520-001.
• Section 2 describes the primary objective(s) consistent with and as
outlined in the energy policy.
• Section 3 describes the general objectives as identified in support of
the primary objectives

Energy objectives, targets, and action plans Page 1 of 4

Date printed 11/12/18 11:00 e paradites
 INSERT YOUR COMPANY LOGO/NAME HERE
P-740-A
Communication

1.0 Purpose/Scope
1.1 This procedure describes the process for internal and external communication
regarding energy management at Your Company
1.2 The procedure applies to personnel whose work affects energy performance and
the EnMS.
2.0 Responsibilities and Authorities
2.1 The Energy management team leader has the prime responsibility and approval
authority for this procedure.
2.2 Additional responsibilities for the Energy management team leader, the human
resources staff, the supervisors, and employees are detailed in relevant
paragraphs of section 5.0 below.
3.0 References and Definitions
SA
3.1 This document relates to clause 7.4 of the of the ISO 50001:2018 standard,
covering communication.
4.0 Resources
4.1 None
MP
5.0 Instructions
5.1 In support of the procedure P-720 for Competence, awareness, and training the
Energy management team determines the method(s) for internal and external
communication of energy matters.
5.1.1 The internal communication of dependable information is consistent with
that generated with the EnMS and is provided through:
LE
• Publication of the Energy policy, A-520-001,
• Communication of the Organization chart, A-530-001,
• Overview of the P-D-C-A, plan-do-check-act approach to continual
improvement with guidelines, A-600-001.
• Overview of the Risk-based-thinking approach to improvement with
the Risk and opportunities worksheet, form F-610-001.
• Overview of the process approach and risk-based thinking,
• Issue and access of the EnMS Manual, Procedures and Instructions
as controlled documents, with the procedure P-750,
• Overview of the procedures & instructions, and the forms &
attachments with Master documentation lists, F-750-003,
• Employee comment / suggestions (per par 5.1.2 below),
• Daily production schedules/sheets,
• Crew meetings,
Communication Page 1 of 3
Date printed 11/12/18 11:00 e paradites
F-720-004 Employee Training Summary
Document # Document Name: Rev. Date Rev ID
Session ISO 50001:2018 Kickoff Training
Session Energy Management System
Session New Employee Orientation Training

EnMS-002 Energy Manual

A-520-001 Energy Policy

SA
MP
LE
 INSERT YOUR COMPANY LOGO/NAME HERE
F-750-005
Document Change Request

Document Title: Document Number:

Requestor: Date Requested:

Change Requested: Attach copy of document page with changes indicated.

SA
MP
Reason for Change: LE
Approver Comments:

Change Approved: Yes If yes, is training required? Yes No

No Individual Training
Group Training

Training Notes:

Authorized Staff Signature (Principal signature(s) needed for procedures)

Date
Energy Management Team Leader

Date
 INSERT YOUR COMPANY LOGO/NAME HERE
F-1010-001
Corrective Action Request - CAR

CA IA
(Check appropriate box to indicate Corrective Action or Improvement Action)

Corrective Action # _____ or Improvement Action # _____ Date: __________

Date Due By/Assigned to Completed Initials & Date

Investigation
Implementation
Audit
CAR closed
SA Description of Issue
MP
LE
Investigation Finding / Root Cause
INSERT COMPANY NAME/LOGO HERE
WI-620-002
Energy action plan and project timing chart

WI-620-002 Example – ACTION PLAN & PROJECT TIMING CHART - DEVELOPMENT OF ENERGY PROGRAM

COMMITMENT and POLICY PLANNING PROCESS

Energy Policy Commitment 1 Program Instruction WI-620-002 Conserve Energy Resources
Reduce energy use per unit of production by Objective 1 Achieve increased energy awareness for contractors.
20% in 5 years in manufacturing operations.

SA
Target 1 Provide energy awareness training to all contractors – to be
completed in 5 months.
Energy Program 1 Energy awareness

Date started: Action Human resources, Technical services and Purchasing

MP
departments to set up relevant training programs.

PROGRAM – ACTION PLAN PROJECT: __________________________________ LEADER:__________________

Action Plan is relevant to objectives as defined in the Energy Planning record, F-620-001:
Primary Objectives: _____ General Objectives: X Energy review Objectives: _____

LE
Legal and Other Requirements: _____ Relevant Functions: _____ Other:

Other Action Plan Considerations:

Are there financial requirements associated with this objective? ___ No, X Yes Training resources are required
Is funding available? ___ No, X Yes Funds allocated in training budget

Are there business and operational conditions relevant to this objective? ___ No, ___ Yes Not applicable

Are the views of interested parties considered? ___ No, ___ Yes __________________________________

Are there feasible technological options available for this objective? ___ No, ___ Yes __________________________________

Are there alternative energy sources available for use for this objective? ___ No, ___ Yes __________________________________

Will operational controls be needed? ___ No, ___ Yes ______________________, _________________________, ___________________

Will an EnPI be used to report on this objective / target(s)? ___ No, ___ Yes, If yes what is the EnPI metrics? __________________________

WI-620-002 Action plan page 1 of 1

 INSERT COMPANY NAME/LOGO HERE
A-630-001
Energy significance guidelines

Date DATA Form

GUIDELINES FOR ASSESSING ENERGY SIGNIFICANCE Approved: A-630-001

With reference to Column 4 of the Energy Assessment Worksheet, F-630-001 a

simplest method of assessing / quantifying the significance of energy use /
consumption is to use the letters H or M or L to indicate whether the Severity and
Occurrence are high or medium or low.
H = High
M = Medium
L = Low
SA
In general:
When both Severity and Occurrence are High, the energy use is significant, and
the process step requires improvement action
MP
When one or both the severity and the likelihood are indicated as medium,
additional reviews are required to identify existing conditions that reduce or
eliminate the energy use.
----------------------------------------------------------------------------------------------------------
Below is a method to quantify the energy assessment.
LE
S = Severity of the Outcome
High = 10, 9, 8
Medium = 7, 6, 5, 4
Low = 3, 2, 1
L = Likelihood of the Occurrence
High = 10, 9, 8
Medium = 7, 6, 5, 4
Low = 3, 2, 1
(L x S) = Significance of energy use,
High = 100 to 50 range
Medium = 49 to 16 range
Low = 15 to 1 range
-----------------------------------------------------------------------------------------------------------------
Significance of Use and Consumption
A variation in the method to analyze the Severity and Likelihood and assess the
significance or energy performance associated with the process step.
 ISO 50001:2018
Employee Training Overview

Trainer Guide

Includes Trainer's Guide with speaker's notes

 ISO 50001 EMPLOYEE
TRAINING
”It is Everyone’s Job
to Conserve Energy”

ΞϱϬϬϬϭ^ƚŽƌĞϮϬϭϴ

ǀĞƌLJĞŵƉůŽLJĞĞŝŶLJŽƵƌĐŽŵƉĂŶLJŚĂƐĂŶŝŵƉŽƌƚĂŶƚƌŽůĞƚŽƉůĂLJŝŶƚŚĞŶĞƌŐLJDĂŶĂŐĞŵĞŶƚ
^LJƐƚĞŵ;ŶD^Ϳ͘
zŽƵĂƌĞƉĂƌƚŝĐŝƉĂƚŝŶŐŝŶƚŚŝƐƚƌĂŝŶŝŶŐƚŽůĞĂƌŶƚŚĞďĂƐŝĐƐŽĨƚŚŝƐŵĂŶĂŐĞŵĞŶƚƐLJƐƚĞŵ͕ĂŶĚǁŚĂƚŝƚ
ŵĞĂŶƐƚŽďĞ/^KϱϬϬϬϭƌĞŐŝƐƚĞƌĞĚĂŶĚŚŽǁŝƚǁŝůůĂĨĨĞĐƚLJŽƵƌũŽď͘
 SECTION 1 - FUNDAMENTALS

ƒ tŚŽŝƐ/^K͍
ƒ tŚĂƚŝƐĂDĂŶĂŐĞŵĞŶƚ^LJƐƚĞŵ͍
ƒ WͲͲͲŽŶƚŝŶƵĂů/ŵƉƌŽǀĞŵĞŶƚLJĐůĞ
ƒ WƌŽĐĞƐƐĂƉƉƌŽĂĐŚ
ƒ ZŝƐŬͲĂƐĞĚdŚŝŶŬŝŶŐ

ΞϱϬϬϬϭ^ƚŽƌĞϮϬϭϴ

>Ğƚ͛ƐƐƚĂƌƚǁŝƚŚƐŽŵĞĨƵŶĚĂŵĞŶƚĂůƐ͘
 WHAT IS PDCA?

P-D-C-A is applied in ISO 50001

The Plan-Do-Check-Act Cycle – An Approach for

Continual Improvement

ΞϱϬϬϬϭ^ƚŽƌĞϮϬϭϴ

/^KŵĂŶĂŐĞŵĞŶƚƐLJƐƚĞŵƐƵƐĞƐŽŵĞĐŽŵŵŽŶĨŽƌŵĂƚƐƚŽŬĞĞƉƚŚĞŵƐŝŵƉůĞ͘
KŶĞŝƐƚŚĞWůĂŶͲŽͲŚĞĐŬͲĐƚ;WͲͲͲͿ͕ĂĐŽŶƚŝŶƵĂůŝŵƉƌŽǀĞŵĞŶƚĂƉƉƌŽĂĐŚ͘
 PLAN-DO-CHECK-ACT EXAMPLE
• Set Goal – • Implement • Validate – • Adjust plan
Lose weight the plan Step on the • Keep
• Metrics – • Exercise, eat scale – Are improving
10# per wisely, you meeting by raising
month until portion the goal? the bar
you reach control • No – (Continual
your target Why not? improvemen
weight • Yes – t)
• Set up Great!
exercise Can you
schedule, improve?
nutrition

Plan Do Check Act

ΞϱϬϬϬϭ^ƚŽƌĞϮϬϭϴ

zŽƵĐŽƵůĚĐŽŶƐŝĚĞƌĂĚŝĞƚĂŶĞdžĂŵƉůĞŽĨĂ͞EƵƚƌŝƚŝŽŶĂůDĂŶĂŐĞŵĞŶƚ^LJƐƚĞŵ͘͟
dŚŝƐŝƐďĂƐŝĐ͕ĐŽŵŵŽŶƐĞŶƐĞ͕ƉƵƚŝŶƚŽƉƌĂĐƚŝĐĞ͘

/ŶƚŚŝƐĞdžĂŵƉůĞ͕ƚŚĞƌĞĂƌĞǀĞƌLJĐŽŵŵŽŶŝĚĞĂƐĨŽƌĞĂĐŚŽĨƚŚĞWůĂŶŽŚĞĐŬĐƚĐŽŵƉŽŶĞŶƚƐ͘
^ŽŵĞƚŝŵĞƐƚŚĞďĞƐƚƐŽůƵƚŝŽŶƐĂƌĞŶŽƚƚŽŽĐŽŵƉůŝĐĂƚĞĚ͕ĂŶĚŵƵĐŚŵŽƌĞůŝŬĞůLJƚŽďĞĞĨĨĞĐƚŝǀĞŝĨLJŽƵŚĂǀĞĂ
ƐƚƌƵĐƚƵƌĞĚƉůĂŶŝŶƉůĂĐĞ͘

ŽŶƚŝŶƵĂůŝŵƉƌŽǀĞŵĞŶƚŬĞĞƉƐLJŽƵƌŵŽŵĞŶƚƵŵŐŽŝŶŐĂŶĚŚĞůƉƐLJŽƵŝŵƉƌŽǀĞLJŽƵƌŐŽĂů͘
/ĨLJŽƵĚŽŶ͛ƚŝŵƉƌŽǀĞ͕LJŽƵŵĂLJƐƚŽƉƉƵƚƚŝŶŐŝŶƚŚĞĞĨĨŽƌƚĂŶĚǁŝůůƵůƚŝŵĂƚĞůLJĨĂůůďĂĐŬǁĂƌĚƐ͘
 Student Guide included with space for notes

ISO 50001 EMPLOYEE

TRAINING
”It is Everyone’s Job
to Conserve Energy”

©50001 Store 2018

TOPICS COVERED
2. Basics of an
3. Establishing your 4. Managing the
1. Fundamentals EnMS and ISO
EnMS ISO 50001 EnMS
50001

•Who is ISO? •What is EnMS? •Action to address •Key elements of

•What is a •What is ISO risks and an ISO 50001
Management 50001? opportunities EnMS
System? •Benefits of •Legal
•Plan Do Check certification requirements
Act •ISO 50001 •Objective, energy
•Process approach registration targets and
•Risk Based programs
Thinking •Requirements

©50001 Store 2018

SECTION 1 - FUNDAMENTALS

 Who is ISO?
 What is a Management System?
 P‐D‐C‐A Continual Improvement Cycle
 Process approach
 Risk‐Based Thinking

©50001 Store 2018

3
 L E
THE REQUIREMENTS
P
OF ISO 50001:2018
A M
S
82 page PowerPoint Presentation
©Copyright 50001store.com
TOPICS / QUESTIONS COVERED
• What is ISO 50001?
• What is needed for registration to ISO 50001?

E
• What are the requirements of ISO 50001:2018?

L
P
• Section 4 - Context of the Organization
• Section 5 - Leadership
•
•
Section 6 - Planning

A
Section 7 - Support M
•
•
•
S
Section 8 - Operation
Section 9 - Performance Evaluation
Section 10 - Improvement
• What are the next steps?
©Copyright 50001store.com
WHAT IS A MANAGEMENT SYSTEM?
Your organization is made up of several Management
Systems, which operate within your overall Business

E
Management System. Example:
 Financial (FMS)
 Quality (QMS)
P L
A M
 Environmental (EMS)

S
 Safety (SMS)
 Energy (EnMS)
 IT (MIS) etc.
©Copyright 50001store.com
 Requirements
of
L E
ISO 50001:2018 P
A M
S

88 page Trainer's Guide

Trainer’s Guide

©Copyright 50001store.com
 THE REQUIREMENTS
OF ISO 50001:2018

L E
P
A M
©Copyright 50001store.com

S
This training is aimed at “Understanding the Requirements of an
Energy Management System (EnMS)”.
It is a Clause-by-Clause explanation of ISO 50001:2018, the
International Standard for Energy Management Systems.

Trainer's Guide including speaker's notes

 TOPICS / QUESTIONS COVERED
• What is ISO 50001?
• What is needed for registration to ISO 50001?
• What are the requirements of ISO 50001:2018?
• Section 4 - Context of the Organization
• Section 5 - Leadership

E
• Section 6 - Planning

L
• Section 7 - Support
• Section 8 - Operation

P
• Section 9 - Performance Evaluation
• Section 10 - Improvement

M
• What are the next steps?
©Copyright 50001store.com

S A
The requirements of ISO 50001:2018 are described in 7 clauses or sections
Section 4 - Context of the Organization
Section 5 – Leadership
Section 6 - Planning
Section 7 - Support
Section 8 - Operation
Section 9 - Performance Evaluation
Section 10 -Improvement
 WHAT IS ISO 50001?
ISO 50001:2018 is the latest standard for Energy Management
Systems Requirements.
Previous version was ISO 50001:2011
******
• The ISO 50001 standard was designed by expert representatives

E
from many different countries
• The standard outlines the basic elements of a good Energy

L
Management System

P
• These elements are good business practices
• The standard promotes the adoption of a process approach where
consistent and predictable results can be achieved

M
©Copyright 50001store.com

S A
The International Standardization Organization (ISO) has
representatives from some 180-member countries that make up a
Technical Advisory Group (TAG).
These groups draft the standard, then members comment and
vote on the standard.
The document then becomes an ISO standard.
These standards are not regulations.
They are a method of getting a standard set of criteria for Energy
Management Systems.
An outside agency, the registrar, will then audit to see if you have
all the required elements in place. If you do, you will get ISO
50001 registration.
This registration tells others all over the world that you have an
energy management system in place.

As we go through the presentation and cover the requirements

you will see that these requirements are basically just good
business practice that conserve energy and improve your energy
performance.
 Requirements
of
ISO 50001:2018 L E
P
A M
S

34 page Student Guide

Student’s Guide

©Copyright 50001store.com
 Student's Guide includes space for notes

THE REQUIREMENTS
OF ISO 50001:2018

©Copyright 50001store.com

E
1

TOPICS / QUESTIONS COVERED

P L
M
• What is ISO 50001?
• What is needed for registration to ISO 50001?
• What are the requirements of ISO 50001:2018?

A
• Section 4 - Context of the Organization
• Section 5 - Leadership

S
• Section 6 - Planning
• Section 7 - Support
• Section 8 - Operation
• Section 9 - Performance Evaluation
• Section 10 - Improvement

• What are the next steps?

©Copyright 50001store.com

WHAT IS ISO 50001?

ISO 50001:2018 is the latest standard for Energy Management
Systems Requirements.
Previous version was ISO 50001:2011
******
• The ISO 50001 standard was designed by expert representatives
from many different countries
• The standard outlines the basic elements of a good Energy
Management System
• These elements are good business practices
• The standard promotes the adoption of a process approach where
consistent and predictable results can be achieved
©Copyright 50001store.com

3
 Includes two quizzes
31. An energy data collection plan must be defined T F
and implemented and specify the data necessary to Clause: Clause:
monitor key characteristics.
32. The EnMS does not have to continually improve F F
its suitability, adequacy, and effectiveness, Clause: Clause:

Find the Requirement:

Clause:
1. Establish an energy policy that includes a commitment to ensure the
availability of information and the resources required to achieve
objectives and energy targets.
2. Establish and continually improve the energy management system

E
(EnMS) that includes the processes needed and their interactions.
3. Understand and consider the external and internal issues, the

L
requirements of interested parties, and the relevant legal requirements
relative to energy efficiency, energy use and consumption when

P
determining the scope of the EnMS.
4. Maintain a process to access legal and other requirements that relate

M
to energy efficiency, energy use and consumption.
5. Top management demonstrates commitment with respect to the
EnMS by ensuring that the energy policy, objectives and energy targets

A
are established and are compatible with the strategic direction.

S
6. Documented information required by the EnMS and by the ISO 50001
standard is controlled to ensure that it is available for use where and
when it is needed.
7. Retain as documented information, the suggested improvements
made by personnel doing work under the control of the company.
8. Control documented information to ensure that it is adequately
protected such as from loss of confidentiality, improper use or loss of
integrity.
9. Maintain as documented information the methods and criteria used to
develop the energy review.
10. Determine the risks and opportunities that need to be addressed to
give assurance the EnMS can achieve intended results, prevent or
reduce undesired effects, and achieve continual improvement.
11. Consider how the actions to achieve objectives and energy targets
can be integrated in the business processes.
12. Ensure that persons whose work affects the performance of the
EnMS are competent based on education, training, or experience.
13. Maintain as documented information the methods and criteria used
to develop the energy review.
14. When available data indicates that relevant variables significantly
affect energy performance, consider such data in establishing EnPIs.
15. When available data indicated that relevant variables significantly

©Copyright 50001store.com
 INSERT COMPANY NAME/LOGO HERE
ISO 50001:2018 Energy Management Systems – The Internal Audit Checklist
___________________________________________________________________________________________________________________
This checklist is based on the information provided in the ISO 50001:2018 international standard. The checklist is best used by trained and
practicing auditors to evaluate or assess the Energy Management System (EnMS) requirements based on the standard. You will see questions on
the checklist that refer to the standard and for each clause provisions are made for additional questions.
The auditors are expected to keep in mind that the standard does not requires mandatory procedures for the various system processes; however,
the auditors will expect documented information to be available because in the clauses of the standard, the phrase such as ‘documented
procedures’ is used to specify that a process, a method, a system, a work instruction, or an arrangement be documented.

l e
The auditors must use a great deal of discretion and therefore must be careful and thoughtful prior to establishing a deficiency against a

p
requirement. Evidence for visible top management leadership, commitment and energy management action must be looked for.

m
The bold numbers and tittles used in the first two columns of the checklist indicate the “Requirements” and may be referred to on nonconformity

a
reports prepared by the auditor.

S
During assessment of each requirement, auditors record the status of the evaluation by indicating in the right-hand column a

Yes - for Acceptable Condition or No - for Deficient Condition

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

--- ENERGY MANAGEMENT SYSTEMS OBSERVATIONS / COMMENTS STATUS

REQUIREMENTS

4 CONTEXT OF THE ORGANIZATION

4.1 Understanding the organization and its context

As an organization, does your company determine

external and internal issues that are relevant to your
purpose?

Do you consider the relevant issues that affect your

ability to achieve the intended outcomes of the Energy
Management System (EnMS)?

______________________________________________________________________________________________________________________________

Audit conducted by: ________________________ Date: _____________ to ______________ Copyright © ISO50001Store Page 1 of 31
 INSERT COMPANY NAME/LOGO HERE
ISO 50001:2018 Energy Management Systems – The Internal Audit Checklist
___________________________________________________________________________________________________________________

Additional Questions

4.2 Understanding the needs and expectations of interested parties

Has your company determined:

l e
 The interested parties that are relevant to the EnMS
and to energy performance?

 The relevant requirements (needs and expectations)

of the interested parties?

m p
S a
 Which of the needs and expectations become
applicable legal requirements & other requirements?

Has your company:

 Ensured that it has access to the applicable legal

requirements and other requirements related to
energy efficiency, energy use and energy
consumption?

 Determine how these requirements apply to energy

efficiency, energy use and energy consumption?

 Ensured that the requirements are considered?

 Reviewed legal requirements and other requirements

at defined intervals?

With reference to the note in 4.2:

______________________________________________________________________________________________________________________________

Audit conducted by: ________________________ Date: _____________ to ______________ Copyright © ISO50001Store Page 2 of 31
 INSERT COMPANY NAME/LOGO HERE
ISO 50001:2018 Energy Management Systems – The Internal Audit Checklist
___________________________________________________________________________________________________________________

 For additional information on compliance

management do you refer to ISO 19600?

Additional Questions

4.3 Determining the scope of the energy management system

l e
To establish the scope of the EnMS, does your

p
company determine its boundaries and applicability?

m
When determining the scope of the EnMS, do you

Sa
consider the:

 The external and internal issues per above 4.1?

 The relevant interested parties per above 4.2?

Does your company ensure that it has the authority to

control its energy efficiency, energy use and energy
consumption within the scope and boundaries?

 Within the scope and boundaries, are all energy

types included?

Is the scope of the EnMS maintained as documented

information?

Additional Questions

4.4 Energy management system

______________________________________________________________________________________________________________________________

Audit conducted by: ________________________ Date: _____________ to ______________ Copyright © ISO50001Store Page 3 of 31
 INSERT COMPANY NAME/LOGO HERE
ISO 50001:2018 Energy Management Systems – The Internal Audit Checklist
___________________________________________________________________________________________________________________

Do you have the latest document for ISO 50001:2018?

 As required by the ISO 50001 standard, do you

establish, document, implement, maintain, and
continually improve the EnMS?

 Does your company determine the processes

needed for the EnMS, their interactions and
applications?

l e
With reference to the note in 4.4:

p
 Do you recognize that the needed processes can

m
differ from one company to another because of the

a
size of organization, the type of activities,

S
processes, products and services, the complexity
of processes and their interactions, and the
competence of the personnel?

Additional Questions

5 LEADERSHIP

5.1 Leadership and commitment

Does the top management demonstrate leadership

and commitment with respect to the EnMS by:

 Ensuring that the EnMS scope and boundaries are

established?

______________________________________________________________________________________________________________________________

Audit conducted by: ________________________ Date: _____________ to ______________ Copyright © ISO50001Store Page 4 of 31
 Introduction to ISO 50001:2018 - Employee Newsletter #1

Welcome to ISO 50001:2018

Our Company is working on becoming the processes to make sure we
ISO 50001:2018 registered. This continually improve our activities.
international standard provides for an Controlling the processes means
Energy Management System that documenting the procedures and work
outlines some good basic business instructions, training employees and
practices that we need to have in place. finding ways to make sure that the
By implementing an Energy activities are done consistently no matter
Management System (EnMS) that who is involved.
complies with the international standard, This means that employees may be
we will be able to do our part in required to have specialized training, or
improving energy performance for our to follow specific work instructions.
company. Employees will need to be aware that “It
is Everyone’s Job to Conserve Energy”.
Why does our company want to
become ISO 50001 registered? ISO 50001:2018 Highlights: Things
The main reason is that it is the right that you will be hearing about as
thing to do! All of us want to do our part we proceed with this project….
in having our company conserve as
much as possible the energy that is Our Energy Policy
available and needed to operate our We will identify our Energy Policy and
business and where the waste of energy will be communicating it to all in our
is eliminated or at least reduced. company. It is important that all of us
Not only do we want to be good energy are aware of what this statement says
stewards, we want to improve our about what our company’s vision is for
energy performance as an organization. meeting energy commitments.
An important benefit is that we will be
able to maintain our position in the Registration Audit
market place because more and more To become ISO 50001:2018 registered,
customers and countries are becoming we will be audited by a registration
energy conscious and are requiring that company. This will happen after we
suppliers show proof of sound energy have set up the systems to meet all the
commitment and management. requirements of the standard.

What will employees need to do The ‘Registrar’ will send an auditor or

for the ISO 50001:2018 Energy audit team to our facilities and evaluate
Management System? the energy system we have in place.
First, management will be looking at our They will check to see if the system
company’s activities and processes. meets the requirements of the standard
They will be performing assessments to and see if we follow our processes.
identify the significant energy uses and If everything looks good, we will be
determine how they affect energy recommended for registration and be
performance. They will then determine awarded a certificate and be recognized
the actions needed to address the energy globally!
risks and the opportunities and control

Watch for our next newsletter for more introduction to ISO 50001:2018, what it will
mean to you and your coworkers.