ISO/FDIS 50002-1

© ISO #### – All rights reserved
ISO/TC 301/WG 17
Secretariat: ANSI
Date: 2025-02-13
Energy audits —
Part 1:
General requirements with guidance for use
FDIS stage
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Contents
Foreword . iv
Introduction . v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Principles of energy auditing . 6
4.1 General . 6
4.2 Competency . 6
4.3 Confidentiality . 6
4.4 Objectivity . 7
4.5 Access to equipment, resources and information . 7
4.6 Evidence-based approach . 7
4.7 Risk-based approach . 7
4.8 Communication . 7
5 Performing an energy audit . 7
5.1 General . 7
5.2 Planning . 9
5.3 Opening meeting . 11
5.4 Data collection . 12
5.5 Measurement plan . 13
5.6 Site visit . 14
5.7 Analysis . 15
5.8 Reporting . 18
5.9 Closing meeting . 20
6 Competence of the energy auditor . 20
6.1 General . 20
6.2 Generic competence of energy auditors . 20
6.3 Energy specific competence of energy auditors . 21
6.4 Generic competence of a lead energy auditor . 22
Annex A (informative) Guidance on the use of this document . 24
Annex B (informative) Applicability of this document to other International Standards . 35
Annex C (informative) Sampling . 39
Bibliography . 41

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 documentsdocument 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).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent rights
in respect thereof. As of the date of publication of this document, ISO had not received notice of (a) patent(s)
which may be required to implement this document. However, implementers are cautioned that this may not
represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
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.
This first edition, along with ISO 50002-2 and ISO 50002-3, cancels and replaces the first edition (ISO
50002:2014),, which has been technically revised.
The main changes compared to the previous edition are as follows:
— Termsthe terms and definitions alignmenthave been aligned with ISO 50001:2018;
— Newnew principles have been added;
— Include decarbonization options have been included in improvement opportunities (renewable energy
and achievement of net zero); and
— Clarification of energy auditor competencies have been clarified.
A list of all parts in the ISO 50002 series can be found on the ISO website.
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 Background
An energy audit comprises multiple yet interlinked activities and processes ranging from establishing the
scope of the energy audit, collecting and measuring the appropriate data, analysing the energy performance
of an organization, building(s), equipment, system(s) and/or process(es), site observations and using the
information to draw conclusions about energy performance improvement actions (EPIAs). The intended
result of energy audits is to use a structured and planned process to identify and prioritize EPIAs, which will
help reduce wasted energy and maycan obtain related environmental benefits.
Audit outputs include information on current energy use and performance, and they provide ranked
recommendations for improvement that are relevant and practicable. The benefits of carrying out an energy
audit include:
— reduced energy consumption;
— economic and financial benefits;
— reduced CO2e emissions and greenhouse gas (GHG) reduction arising from energy use;
— related environmental benefits (e.g. air quality, water reduction);
— distribution of energy use and GHG emissions among various energy systems;
— benchmarking of energy use;
— assessment of energy performance of specific energy systems; and
— other benefits (e.g. production efficiencies, maintenance, training).
0.2  ISO 50002 family of standardsseries
The ISO 50002 family of standards wereseries was revised with ISO 50002:2014 and EN 1624616247-3:2022
as the starting point. It allows for differences in approach and in terms of scope, boundary and audit objective,
and seeks to harmonize common aspects of energy auditing in order to enhance clarity and transparency.
The ISO 50002 series includes the following summarizes each of the documents in the ISO 50002 family of
standards.parts:
— ISO 50002-1 detailsThis document provides the principles and definedefines the common set of
requirements for conducting energy audits for buildings, equipment, processes, systems, transport and
other applications needed to identify opportunities to improve energy performance. The energy audit
process is presented as a simple chronological sequence, but this does not preclude repeated iterations of
certain steps.
— ISO 50002-2 details theprovides guidance for using ISO 50002-1this document when conducting an
energy audit of a building or a portfolio of buildings.
— ISO 50002-3 details theprovides guidance for using ISO 50002-1this document when conducting an
energy audit involving processes. This applies to any process that converts an input of an organization
into saleable outputs such as a manufacturing process or industrial process.
• Additional guidance documents may be developed in the future. Please check the ISO website for a list of
parts of ISO 50002 family of standards.
v
The ISO 50002 family of standardsseries benefits organizations, energy auditors, and stakeholders worldwide
by providing clarity and consistency for designing, developing, conducting and reporting energy audits.
Specifically, the use of the ISO 50002 family of standardsseries:
— enhances the credibility and transparency of energy auditing activities;
— promotes a common understanding and expectations between the organization and the energy auditors
on the energy audit processes and the roles and responsibilities of each parties;
— facilitates the development and implementation of EPIAs that provide credible and tracible analysis;
— facilitates the ability to track performance and progress of the energy audit activity;
— facilitates the design of energy audit services by organizations providing energy auditing services; and
— supports sustainable development and the actions needed to achieve a low-carbon economy.
Local, national, regional legal, other requirements, specific process and equipment standards can supplement
or augment the requirements set out in this document. These requirements should be interpreted as
additional to this document.
The applicability of this document to other International Standards is given in Annex B.
0.3 Using ISO 50002Using this document as part of an ISO 50001 energy review
An energy audit can be used as part of an ISO 50001 energy review or part of other associated organizational
initiatives (e.g. environmental management, sustainability, net zero initiatives). It can also be conducted
independent of the organization’s other initiatives.
Some organizations implementing an ISO 50001 energy management system may needcan require additional
support to implement the technical elements of an ISO 50001 energy review. When usingUsing this document
as part of an ISO 50001 energy review, it enables the organization to:
— organize, plan and resource the energy review activities;
— ensure that the activities are carried out by competent energy auditors and have the ability;
— be able to monitor and track its progress.
Clause B.1B.1 gives additional guidance on how to structure an energy audit as part of an ISO 50001 energy
review.
If an energy audit is going to be part of a wider EnMS, the energy auditor may needcan be required to have
competence in ISO 50001.
0.4 Identification of requirements and recommendations in this document
In this document, the following verbal forms are used:
• “s
...