ISO/TS 50011:2023

TECHNICAL ISO/TS
SPECIFICATION 50011
First edition
2023-04
Energy management systems ―
Assessing energy management using
ISO 50001:2018
Système de management de l'énergie ― Évaluation du management
de l’énergie au moyen de l’ISO 50001:2018
Reference number
© ISO 2023
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ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms, definitions and abbreviated terms . 1
3.1 Terms and definitions . 1
3.2 Abbreviated terms . 2
4 Objectives and boundary for the EMPS measurement . 3
4.1 Understanding the objective of EMPS measurement . 3
4.2 Determination of boundary for EMPS measurement . 3
5 Overview of measurement of EMPS .3
5.1 Structure of the EMPS . 3
5.2 Presentation of status . 4
6 EMPS . 4
6.1 General . 4
6.2 SMS . 4
6.3 OMS . 5
6.4 TAS . 5
7 Method for determination of SMS . 5
7.1 General . 5
7.2 Basic items for SMS . 5
7.3 Scoring method for the basic SMS items . 11
8 Method for determination of OMS .12
8.1 General .12
8.2 Basic items for OMS .12
8.3 Scoring method for basic OMS items . 17
9 Method of determination of TAS .18
9.1 General . 18
9.2 Basic items for TAS . 18
9.3 Scoring method for basic TAS items . 19
10 Advanced scoring .20
10.1 General . 20
10.2 Scoring guidance for advanced items . 21
11 Update the EMPS .21
Annex A (informative) Advanced items for SMS .22
Annex B (informative) Advanced items for OMS .24
Annex C (informative) Advanced items for TAS.26
Bibliography .27
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
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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
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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
Introduction
0.1  Overview
This guidance document provides a method for determining the status of an organization’s energy
management using an energy management performance score (EMPS). Measuring energy management
and energy performance is expected to guide organizations to more effective energy management.
This document can be used by organizations which have implemented or are implementing an energy
management system (EnMS) based on ISO 50001:2018, or any other system of energy management.
Organizations which have not implemented an EnMS may use this document for determining their
scoring status of structure, operation and/or energy performance. The EMPS can be used by:
— an organization to compare the status of its EnMS at two different points in time to determine
progress;
— a multi-site implementation of ISO 50001:2018, to compare the status of the EnMS of two different
sites;
— two different organizations for benchmarking purposes.
This document defines evaluation items and does not specify the order in which each evaluated item is
implemented. This document does not provide guidance on the implementation of ISO 50001:2018. For
information on implementing ISO 50001:2018, see ISO 50004 or ISO 50005.
The EMPS is the result of three evaluated elements, as shown in Figure 1:
— structure management score (SMS);
— operation management score (OMS);
— target achievement score (TAS).
Figure 1 — Outline of the calculation method of the EMPS
The requirements of ISO 50001:2018 are represented by the basic items shown in Tables 1, 3 and 5. An
overview of the three components in the EMPS are shown in Figure 2.
v
Figure 2 — Overview of SMS, OMS and TAS criteria
The results for the SMS, OMS and TAS are determined at four levels of score A, B, C and D. The highest
score is A and the lowest score is D. In each element, basic items (see Tables 1, 3 and 5) and advanced
items (see Tables A.1, B.1 and C.1) are addressed. The basic items and advanced items are scored
separately. Although the advanced items are not included in the requirements of ISO 50001:2018, they
provide additional opportunities for improving the organization’s energy management structure and
operations.
To assist organizations with applying this document, it is strongly recommended that capital letters
(A, B, C, D) are used for the basic categories of structure (SMS), operation (OMS) and performance
(TAS). The capital letters are compared across time for internal use but can be compared with other
interested parties. To facilitate the comparison, the items in Tables 1, 3 and 5 cannot be modified. The
use of colours also can help represent the status of the EnMS.
It is strongly recommended that the advanced items are represented by lower case letters (a, b, c, d).
The same colour is used for the components (i.e. for both basic and advanced in each category the same
colour is used) to assist with the visual representation. Since each organization applying this document
can have different needs and objectives, the advanced items can be modified by the organization. The
organization retains documented information on the advanced items to ensure transparency and
allow for comparisons within the organization over time. That means that Tables A.1, B.1 and C.1 are a
starting part for use by the organization. The organization can add or remove items.
The structural elements of an EnMS conforming to ISO 50001:2018 are used as the criteria for SMS
scoring. These criteria include, for example, context of the organization, energy policy, leadership
commitment, internal audit and management review.
The operational elements of an EnMS conforming to ISO 50001:2018 are used as the criteria for OMS
scoring. These criteria include, for example, measurement and management of energy performance,
operation of facilities/equipment associated with significant energy uses (SEUs), design and
procurement related to SEUs and energy supply, and management of actions to improve energy
performance.
The TAS is evaluated based on achievement of energy target(s) established by the organization. Energy
target(s) can be related to energy performance improvement including energy savings. Energy savings
can be determined by the methods described in ISO 50047:2016, ISO 17741:2016 or ISO 17743:2016.
vi
Energy performance improvement can be evaluated by the methods described in ISO 50006. An energy
target can also be established based on benchmarks defined by the government or industry groups.
NOTE 2 The requirements for energy benchmarks defined by the government or industry groups are often
based on absolute or specific energy consumption, without normalization or consideration of relevant variables.
These do not always meet the requirements for evaluating energy performance improvement described in
ISO 50001:2018.
0.2  Benefits
The benefits associated with use of this document are:
— for organizations:
— a clear indication of areas for improvement in energy management;
— a robust and holistic indicator(s) of energy performance;
— alignment with ISO 50001:2018;
— for external authorities or organizations:
— a robust and holistic indicator(s) of energy performance;
— identification of best practices in different types of organizations;
— promotion of ISO 50001:2018 in existing and new organizations.
vii
TECHNICAL SPECIFICATION ISO/TS 50011:2023(E)
Energy management systems ― Assessing energy
management using ISO 50001:2018
1 Scope
This document gives guidance based on ISO 50001:2018 to measure the status of energy management in
an organization. The measurement results are described by using three scores: structure management
score (SMS), operation management score (OMS) and target achievement score (TAS). This document
presents methodologies on how the basic and advanced scores can be calculated.
This document is applicable to organizations that are considering implementation, are implementing
or have implemented an ISO 50001:2018 energy management system (EnMS) or any other system for
energy management. It can be used to identify areas for improvement or to identify areas in which
improvement has taken place.
This document is applicable to any organization or association (e.g. national energy authorities, energy
intensive industries implementing advanced energy management to small and medium enterprises)
regardless of its type, size or complexity, etc. This document does not apply to countries, regions or
cities.
This document does not provide an interpretation of or modify the requirements of ISO 50001:2018.
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
3 Terms, definitions and abbreviated terms
For the purposes of this document, the terms and definitions given in ISO 50001:2018 and the following
apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at https:// www .electropedia .org/
3.1 Terms and definitions
3.1.1
energy management performance score
EMPS
evaluation result of quantifying the status of energy management
Note 1 to entry: The status of energy management is a combination of the structure management score (3.1.2),
operation management score (3.1.3) and target achievement score (3.1.4).
3.1.2
structure management score
SMS
evaluation result of quantifying the status of structural elements of energy management
Note 1 to entry: This evaluation result is determined at four levels (A, B, C, D) for basic scores and (a, b, c, d) for
advanced scores.
3.1.3
operation management score
OMS
evaluation result of quantifying the status of operational elements of energy management
Note 1 to entry: This evaluation result is determined at four levels (A, B, C, D) for basic scores and (a, b, c, d) for
advanced scores.
3.1.4
target achievement score
TAS
evaluation result of quantifying the achievement of energy target(s)
Note 1 to entry: The energy target(s) is established by the organization.
Note 2 to entry: This evaluation result is determined at four levels (A, B, C, D) for basic scores and (a, b, c, d) for
advanced scores.
3.1.5
significant energy use
SEU
energy use accounting for substantial energy consumption and/or offering considerable potential for
energy performance improvement
[SOURCE: ISO 50001:2018, 3.5.6, modified — Notes 1 and 2 to entry deleted.]
3.2 Abbreviated terms
EMPS energy management performance score
EnB energy baseline
EnMS energy management system
EnPI energy performance indicator
EPIA energy performance improvement action
OMS operation management score
SEU significant energy use
SMS structure management score
TAS target achievement score
4 Objectives and boundary for the EMPS measurement
4.1 Understanding the objective of EMPS measurement
The main objective of using the EMPS is to measure and monitor the status of energy management in an
organization to determine its progress. Additional objectives can be:
a) to help to monitor the organization’s activities for improving energy performance;
b) to be part of green initiative(s) of the organization based on the expectations of its customers;
c) to increase the organization’s competitiveness;
d) benchmarking with different parts of the organization to identify opportunities for improvement
in their energy performance;
e) benchmarking the organization’s performance with other members of an industry association.
4.2 Determination of boundary for EMPS measurement
The boundaries for the EMPS should be within the energy management activities of the organization
and the EnMS. The organization should determine and document the boundary appropriate to the
measurement of the EMPS. Where an organization has already established an ISO 50001:2018 EnMS,
the boundary for the EMPS measurement can be the same as the boundary of its ISO 50001:2018 EnMS.
In determining the boundary, the following should be considered:
— objective of the EMPS measurement;
— boundary of the EnMS;
— energy types used by the organization.
The EMPS is typically applied to all the energy management activities operated by the organization, to
minimize the risk of choosing higher performing parts of the scope of the system. However, it can also
be applied to distinct parts within an organization, to a multi-site organization or to more than one
organization.
5 Overview of measurement of EMPS
5.1 Structure of the EMPS
The EMPS is a combination of basic scores and advanced scores. For the basic score, the SMS, OMS and
TAS are each evaluated using four levels of scoring defined as A, B, C or D, where A is the highest and
D is the lowest possible level. Levels are used to summarize the overall condition of the EnMS. These
are more useful than the underlying numeric score because the evaluation criteria consider qualitative
characteristics of the EnMS. For example, when each basic level is “A” for the SMS, OMS and TAS, the
combined score for the basic items of the EMPS is “AAA”. Similarly, when each advanced level is “b” the
combined score for the advanced items of the EMPS is “bbb”, resulting in a combined EMPS of “AbAbAb”.
Criteria for the basic SMS are selected from requirements related to the structure of an ISO 50001:2018
EnMS. The organization should maintain documented information on the application of this document,
if communicating with interested parties.
Criteria for the basic OMS are selected from requirements related to the effective operation,
maintenance and improvement of energy performance of an ISO 50001:2018 EnMS.
The energy targets are defined by the organization considering its current energy performance and
potential for energy performance improvement. When the organization defines an energy target(s) in
terms of energy savings, the methods described in ISO 50047, ISO 17741 or ISO 17743 can be used. When
the organization defines an energy target(s) based on an EnPI, the methods described in ISO 50006 can
be used.
5.2 Presentation of status
The results of evaluating the basic items for the SMS, OMS and TAS can be presented by using a
visual representation such as a spider diagram. This allows for a visual presentation of the status of
energy management at a point in time. This type of visual representation also allows organizations to
demonstrate progress over time (see Figure 3).
Additional information is available in Annex A.
Key
Blue triangle is period 1 showing initial status (CCD)
Green triangle is period 2 showing improvement in the SMS and TAS (BCC)
Orange triangle is period 3 showing improvement in the SMS, OMS and TAS (ABB)
NOTE This figure only shows the basic scores for the SMS, OMS and TAS.
Figure 3 — Example spider diagram
6 EMPS
6.1 General
The status of energy management of an organization is indicated by its EMPS. An overview of the EMPS
and the method for its evaluation are shown in this clause.
6.2 SMS
The SMS for an organization is determined by evaluating structural elements of its energy management.
The basic SMS is based on criteria selected from structural elements of ISO 50001:2018. The criteria for
advanced items for the SMS are given in Annex A.
The method for determining the basic SMS is described in Clause 7.
6.3 OMS
The OMS for an organization is determined by evaluating operational elements of its energy
management. The basic OMS is based on criteria selected from operational elements of ISO 50001:2018.
The criteria for advanced items for the OMS are given in Annex B.
The method for determining the basic OMS is described in Clause 8.
6.4 TAS
The TAS for an organization is determined by evaluating the degree of achievement of its energy
target(s). The TAS is based on the energy target(s) established by the organization. The criteria for
advanced items for the TAS are given in Annex C.
The period of time to achieve an energy target(s) can range from a short period of time (e.g. week,
month) to multiple years. When an organization establishes an energy target(s) over multiple years,
it should set annual milestones in its action plans and evaluate achievement relative to those annual
milestones.
The method for determining the basic TAS is described in Clause 9.
7 Method for determination of SMS
7.1 General
The SMS should be determined by the following two criteria:
— Basic items: items for the structural elements of energy management based on the requirements of
ISO 50001:2018.
— Advanced items: items for the structural element of energy management for achieving a higher level
of improvement in energy performance as compared with basic items.
Organizations should evaluate the structure of their energy management as described in 7.2 and
Annex A.
7.2 Basic items for SMS
Basic items for the SMS as described in Table 1 are based on the structural requirements in
ISO 50001:2018. The criteria are evaluated and, if the organization has met the criterion, a point value
of one (1) is assigned. If the criterion is not met, then a point value of zero (0) is assigned. No partial
values are assigned (e.g. 0,5). After evaluating the criteria in Table 1, the basic SMS is determined by
using the method described in 7.3.
Table 1 — Basic items for SMS
Clause
Item
number in Evaluation criteria Possible
identification
ISO 50001: (description of the reference state) points
no.
External issues that are relevant to the organization’s purpose
and that affect its ability to achieve the intended outcome(s) of
its energy management and to improve its energy performance
are determined.
SB-1 4.1
Internal issues that are relevant to the organization’s purpose
and that affect its ability to achieve the intended outcome(s) of
its energy management and to improve its energy performance
are determined.
TTaabblle 1 e 1 ((ccoonnttiinnueuedd))
Clause
Item
number in Evaluation criteria Possible
identification
ISO 50001: (description of the reference state) points
no.
The interested parties that are relevant to energy performance
and its energy management are determined.
The relevant energy requirements of the identified interested
parties are determined.
The identified needs and expectations related to energy, which
the organization addresses through its energy management, are 1
determined.
SB-2 4.2
The applicable legal requirements and other requirements are
accessible.
The applicable legal requirements and other requirements are
taken into account and reviewed at defined intervals.
The organization has determined how the applicable legal
requirements and other requirements apply to its energy 1
efficiency, energy use and energy consumption.
The boundaries and applicability of energy management are
determined to establish the organization’s scope.
In determining the energy management scope, the external and
internal issues of ISO 50001:2018, 4.1, are considered.
In determining the energy management scope, the requirements
of ISO 50001:2018, 4.2, are considered.
SB-3 4.3, 5.1 a)
The authority to control its energy efficiency, energy use and
energy consumption, within the scope and boundaries, is 1
ensured.
The EnMS scope and boundaries are maintained as documented
information.
No energy type within the scope and boundaries is excluded. 1
Energy management, including the processes needed and their
interactions, is established and implemented.
Energy management, including the processes needed and their
SB-4 4.4 1
interactions, is maintained.
Energy management, including the processes needed and their
interactions, is continually improved.
The energy policy, objectives and energy targets are established
and are compatible with the strategic direction of 1
the organization.
The energy management requirements are integrated with the
organization’s business processes.
Action plans are approved and implemented. 1
The resources needed for energy management are made
available.
The importance of effective energy management and of
SB-5 5.1 conforming to the energy management requirements is 1
communicated.
Energy management achieves the intended outcome(s). 1
Continual improvement of energy performance and energy
management is promoted.
The energy management team is formed. 1
The EnPI(s) appropriately represent(s) energy performance. 1
TTaabblle 1 e 1 ((ccoonnttiinnueuedd))
Clause
Item
number in Evaluation criteria Possible
identification
ISO 50001: (description of the reference state) points
no.
Processes to identify and address changes affecting energy
management and energy performance are established and 1
implemented.
An energy policy that is appropriate to the purpose of the
organization is established.
An energy policy that provides a framework for setting and
reviewing objectives and energy targets is established.
An energy policy that includes a commitment to ensure the
availability of information and necessary resources to achieve 1
the objectives and energy targets is established.
An energy policy that includes a commitment to satisfy
applicable legal requirements and other requirements related to
energy efficiency, energy use and energy consumption is
SB-6 5.2 established.
An energy policy that includes a commitment to continual
improvement of energy performance and energy 1
management is established.
An energy policy that supports the procurement of energy
efficient products and services that impact energy
performance and design activities that consider energy
performance improvement is established.
The energy policy is available as documented information,
communicated within the organization, available to interested 1
parties, and periodically reviewed and updated as necessary.
The responsibilities and authorities for relevant roles are
assigned and communicated within the organization.
SB-7 5.3
The responsibility and authority to the energy management
team for ensuring that energy management is established are 1
assigned.
The responsibility and authority to the energy management
team for ensuring that energy management is implemented are 1
assigned.
The responsibility and authority to the energy management
team for ensuring that energy management is maintained are 1
assigned.
The responsibility and authority to the energy management
team for ensuring that energy management is continually 1
improved are assigned.
The responsibility and authority to the energy management
team for ensuring that energy management conforms to the 1
requirements of ISO 50001:2018 are assigned.
The responsibility and authority to the energy management
team for implementing the energy action plans to continually 1
improve energy performance are assigned.
The responsibility and authority to the energy management
team for reporting on the performance of energy management
and improvement of energy performance to top management at
determined intervals are assigned.
TTaabblle 1 e 1 ((ccoonnttiinnueuedd))
Clause
Item
number in Evaluation criteria Possible
identification
ISO 50001: (description of the reference state) points
no.
The responsibility and authority to the energy management
team for establishing criteria and methods needed to ensure
that the operation and control of energy management are
effective are assigned.
In planning for energy management, the organization considers
the issues referred to in SB-1 and the requirements referred to 1
in SB-2.
In planning for energy management, the organization reviews its
activities and processes that can affect energy performance.
Planning is consistent with the energy policy and leads to
actions that result in continual improvement in energy 1
performance.
Risks and opportunities that need to be addressed to ensure
SB-8 6.1 that the EnMS can achieve the intended outcome(s), prevent or
reduce undesired effects and achieves continual improvement
are determined.
The organization plans actions to address energy risks and
opportunities.
The organization plans how to integrate and implement the
actions from the identified risks into its energy management and 1
energy performance processes.
The organization plans how to evaluate the effectiveness of
these actions.
Objectives and energy targets are established at relevant
functions and levels within the organization and are 1
consistent with the energy policy.
Objectives and energy targets are measurable. 1
Objectives and energy targets take into account applicable
requirements.
Objectives and energy targets consider SEUs. 1
Objectives and energy targets take into account opportunities to
improve energy performance.
Energy action plans are established. 1
Energy action plans are maintained. 1
The action plans include information on what will be done. 1
SB-9 6.2
The action plans include information on what resources will be
required.
The action plans include information on who will be responsible. 1
The action plans include information on when they will be
completed.
The action plans describe how the results will be evaluated,
including the method(s) used to verify energy performance 1
improvement.
The organization considers how action plans can be integrated
into its business processes.
Documented information on objectives, energy targets and
action plans is retained.
TTaabblle 1 e 1 ((ccoonnttiinnueuedd))
Clause
Item
number in Evaluation criteria Possible
identification
ISO 50001: (description of the reference state) points
no.
The resources for the establishment of energy management are
determined and provided.
The resources for the implementation of energy management are
determined and provided.
SB-10 7.1
The resources for the maintenance of energy management are
determined and provided.
The resources needed for the continual improvement of energy
performance and energy management are determined and 1
provided.
The organization determines the necessary competence of
person(s) doing work under its control that affects its energy 1
performance and energy management.
The organization ensures that persons are competent based on
appropriate education, training, skills or experience.
SB-11 7.2
The organization, where applicable, takes actions to acquire
the necessary competence, and evaluate the effectiveness of the 1
actions taken.
The organization retains appropriate documented information
as evidence of competence.
The organization’s energy management includes the document-
ed information required by ISO 50001:2018.
The organization’s energy management includes documented
SB-12 7.5
information determined by the organization as being necessary
for the effectiveness of energy management and to demonstrate
energy performance improvement.
The organization conducts internal audits of energy
management at planned intervals.
Internal audits of energy management provide information on
whether the energy management improves energy performance.
Internal audits of energy management provide information on
whether the energy management conforms to the organization’s 1
own requirements for its energy management.
Internal audits of energy management provide information on
whether energy management conforms to the energy policy, 1
objectives and energy targets established by the organization.
Internal audits of energy management provide information on
whether energy management conforms to ISO 50001:2018.
SB-13 9.2
Internal audits of energy management provide information on
whether energy management is effectively implemented and 1
maintained.
The organization plans, establishes, implements and maintains
(an) audit programme(s) including the frequency, methods,
responsibilities, planning requirements and reporting, which 1
take into consideration the importance of the processes
concerned and the results of previous audits.
The organization defines the audit criteria and scope for each
audit.
The organization selects auditors and conducts audits to ensure
objectivity and the impartiality of the audit process.
TTaabblle 1 e 1 ((ccoonnttiinnueuedd))
Clause
Item
number in Evaluation criteria Possible
identification
ISO 50001: (description of the reference state) points
no.
The organization ensures that the results of the audits are
reported to relevant management.
The organization takes appropriate actions based on the results
of the internal audits.
The organization retains documented information as evidence
of the implementation of the audit programme(s) and the audit 1
results.
Top management reviews the EnMS at planned intervals to
ensure its continuous suitability, adequacy and effectiveness, 1
and alignment with the strategic direction of the organization.
The management review includes consideration of the status of
actions from previous management reviews.
The management review includes consideration of changes in
external and internal issues and associated risks and 1
opportunities that are relevant to energy management.
The management review includes consideration of information
on energy management performance, including trends in 1
nonconformities and corrective actions.
The management review includes consideration of information
on energy management performance, including trends in 1
monitoring and measurement results.
The management review includes consideration of information
on energy management performance, including trends in audit 1
results.
SB-14 9.3
The management review includes consideration of information
on energy management performance, including trends in results
of the evaluation of compliance with legal requirements and
other requirements.
The management review includes consideration of information
on energy management performance, including trends in
opportunities for continual improvement, including those for
competence.
The management review includes consideration of how the
energy policy reflects the organization.
The energy performance inputs to the management review
include the extent to which objectives and energy targets have 1
been met.
The energy performance inputs to the management review in-
clude energy performance and energy performance
improvement based on monitoring and measurement results
including the EnPI(s).
The energy performance inputs to the management review
include the status of the energy action plans.
The outputs of the management review include decisions related
to continual improvement opportunities.
The outputs of the management review include decisions related
to any need for changes to energy management.
The decisions taken during the management review relate to
opportunities to improve energy performance.
TTaabblle 1 e 1 ((ccoonnttiinnueuedd))
Clause
Item
number in Evaluation criteria Possible
identification
ISO 50001: (description of the reference state) points
no.
The decisions taken during the management review relate to
changes in the energy policy.
The decisions taken during the management review relate to
changes of the EnPI(s) or EnB(s).
The decisions taken during the management review relate to any
need for changes in objectives, energy targets, action plans or
other elements of energy management and actions to be taken if
they are not achieved.
The decisions taken during the management review relate to
opportunities to improve integration with business processes.
The decisions taken during the management review relate to the
allocation of resources.
The decisions taken during the management review relate to the
improvement of competence, awareness and communication.
The decisions taken during the management review are
retained as documented information as evidence of the results 1
of management reviews.
The suitability of energy management is continually improved. 1
The adequacy of energy management is continually improved. 1
SB-15 10.2
The effectiveness of energy management is continually
improved.
Maximum number of points 111
7.3 Scoring method for the basic SMS items
The scoring method for the basic SMS items uses the following steps:
— Step 1: Record the number of criteria met (“x”) from Table 1.
— Step 2: Calculate the percentage score for the basic items using Formula (1):
x
P =×100 (1)
SMS
p
max
where
P is the percentage score for the basic SMS items;
SMS
x is the total points achieved by the organization from Table 1;
p is 111, which is the sum of the maximum number of points from Table 1.
max
— Step 3: Using the result from Formula (1), determine the level of the SMS basic component based on
the ranges identified in Table 2.
Table 2 — Conversion table for SMS basic component score
SMS level SMS range
A ≥ 80 %
B ≥ 60 % and < 80 %
C ≥ 40 % and < 60 %
D < 40 %
8 Method for determination of OMS
8.1 General
The OMS should be determined by the following two criteria:
— Basic items: items for the operational elements of energy management based on the requirements
of ISO 50001:2018.
— Advanced items: items for advanced operational elements of energy management to achieve a higher
level of improvement in energy performance as compared with basic items.
Organizations should evaluate their operations for energy management as described in 8.2 and Annex B.
8.2 Basic items for OMS
Basic items for the OMS reflecting the requirements related to operation in ISO 50001:2018 are
described in Table 3.
The organization should evaluate the operating state of energy management according to the basic
items for the OMS. The criteria are evaluated and, if the organization has met the criterion, a point value
of one (1) is assigned. If the criterion is not met, then a point value of zero (0) is assigned. No partial
values are assigned (e.g. 0,5). After evaluating the criteria in T
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