Energy management systems - Guidelines for a phased implementation (ISO 50005:2021)

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.

Energiemanagementsysteme - Leitfaden für eine phasenweise Umsetzung (ISO 50005:2021)

Dieses Dokument gibt Organisationen eine Anleitung für die Einführung eines Energiemanagementsystems (EnMS) im Rahmen eines phasenweisen Ansatzes. Dieser phasenweise Ansatz soll die Umsetzung eines EnMS für alle Arten von Organisationen, insbesondere für kleine und mittlere Organisationen (KMO), unterstützen und vereinfachen.
Dieses Dokument enthält eine Anleitung zur Verwendung von zwölf Kernelementen mit vier Reifegraden für jedes Element, um ein EnMS, das zu einer Verbesserung der energiebezogenen Leistung führt, einzurichten, umzusetzen, aufrechtzuerhalten und zu verbessern.
Es ermöglicht dem Anwender dieses Dokuments, einen phasenweisen Ansatz zu verfolgen, um eine seinen Zielen angemessene Stufe des Energiemanagements zu erreichen und eine solide Grundlage zu schaffen, die anschließend auf die Erfüllung der Anforderungen nach ISO 50001:2018 ausgeweitet werden kann. Dieses Dokument stimmt mit ISO 50001:2018 überein, deckt aber nicht alle ihre Anforderungen ab.

Systèmes de management de l'énergie - Lignes directrices pour une mise en œuvre par étapes (ISO 50005:2021)

Le présent document fournit aux organismes des recommandations pour mener une démarche par étapes de mise en œuvre d'un système de management de l'énergie. Cette démarche par étapes vise à soutenir et simplifier la mise en œuvre d'un système de management de l'énergie pour tous les types d'organismes, en particulier par les petits et moyens organismes.
Le présent document fournit des recommandations relatives à l'utilisation de douze éléments fondamentaux avec quatre niveaux de maturité pour chaque élément afin d'établir, de mettre en œuvre, d'entretenir et d'améliorer un système de management de l'énergie, conduisant à une amélioration de la performance énergétique.
Il permet à l'utilisateur du présent document de mettre en œuvre une démarche par étapes afin d'atteindre le niveau de management de l'énergie adapté à ses objectifs et d'établir une base solide qui peut ensuite être étendue pour répondre aux exigences de l'ISO 50001:2018. Le présent document est en cohérence avec l'ISO 50001:2018, mais n'en couvre pas toutes les exigences.

Sistemi upravljanja z energijo - Smernice za fazno uvajanje (ISO 50005:2021)

Ta dokument podaja smernice, namenjene organizacijam, za vzpostavitev faznega pristopa k uvajanju sistema upravljanja z energijo (EnMS). Namen faznega pristopa je podpreti in poenostaviti uvedbo sistema upravljanja z energijo v organizacijah vseh vrst, zlasti v malih in srednje velikih organizacijah (SMO).
Ta dokument podaja smernice za uporabo dvanajstih temeljnih elementov s štirimi stopnjami zrelosti posameznega elementa, katerih namen je vzpostavitev, uvedba, vzdrževanje in izboljšanje sistema upravljanja z energijo, ki izboljša energetsko učinkovitost.
Uporabniku tega dokumenta omogočajo uvajanje faznega pristopa za doseganje upravljanja z energijo na ravni, ki ustreza njegovim ciljem, ter postavitev trdnih temeljev, ki jih je nato mogoče razširiti za izpolnjevanje zahtev standarda ISO 50001:2018. Ta dokument je usklajen s standardom ISO 50001:2018, vendar pa ne vključuje vseh njegovih zahtev.

General Information

Status
Published
Publication Date
10-May-2022
Withdrawal Date
29-Nov-2022
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Start Date
11-May-2022
Due Date
11-Mar-2024
Completion Date
11-May-2022

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SLOVENSKI STANDARD
01-julij-2022
Sistemi upravljanja z energijo - Smernice za fazno uvajanje (ISO 50005:2021)
Energy management systems - Guidelines for a phased implementation (ISO
50005:2021)
Energiemanagementsysteme - Leitfaden für eine phasenweise Umsetzung (ISO
50005:2021)
Systèmes de management de l'énergie - Lignes directrices pour une mise en œuvre par
étapes (ISO 50005:2021)
Ta slovenski standard je istoveten z: EN ISO 50005:2022
ICS:
03.100.70 Sistemi vodenja Management systems
27.015 Energijska učinkovitost. Energy efficiency. Energy
Ohranjanje energije na conservation in general
splošno
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EUROPEAN STANDARD EN ISO 50005

NORME EUROPÉENNE
EUROPÄISCHE NORM
May 2022
ICS 03.100.70; 27.015
English version
Energy management systems - Guidelines for a phased
implementation (ISO 50005:2021)
Systèmes de management de l'énergie - Lignes Energiemanagementsysteme - Leitfaden für eine
directrices pour une mise en œuvre par étapes (ISO phasenweise Umsetzung (ISO 50005:2021)
50005:2021)
This European Standard was approved by CEN on 27 April 2022.

CEN and CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for
giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical
references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to
any CEN and CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN and CENELEC member into its own language and notified to the CEN-CENELEC
Management Centre has the same status as the official versions.

CEN and CENELEC members are the national standards bodies and national electrotechnical committees of Austria, Belgium,
Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy,
Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia,
Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United Kingdom.

CEN-CENELEC Management Centre:
Rue de la Science 23, B-1040 Brussels
© 2022 CEN/CENELEC All rights of exploitation in any form and by any means
Ref. No. EN ISO 50005:2022 E
reserved worldwide for CEN national Members and for
CENELEC Members.
Contents Page
European foreword . 3

European foreword
The text of ISO 50005:2021 has been prepared by Technical Committee ISO/TC 301 "Energy
management and energy savings” of the International Organization for Standardization (ISO) and has
been taken over as EN ISO 50005:2022 by Technical Committee CEN-CENELEC/ JTC 14 “Energy
management and energy efficiency in the framework of energy transition” the secretariat of which is
held by UNI.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by November 2022, and conflicting national standards
shall be withdrawn at the latest by November 2022.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN-CENELEC shall not be held responsible for identifying any or all such patent rights.
Any feedback and questions on this document should be directed to the users’ national standards body.
A complete listing of these bodies can be found on the CEN and CENELEC websites.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the
United Kingdom.
Endorsement notice
The text of ISO 50005:2021 has been approved by CEN-CENELEC as EN ISO 50005:2022 without any
modification.
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
Reference number
ISO 50005:2021(E)
©
ISO 2021
ISO 50005:2021(E)
© 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

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
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 50005:2021(E)
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.
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

ISO 50005:2021(E)
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
...

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