ISO/TS 50008:2018
(Main)Energy management and energy savings — Building energy data management for energy performance — Guidance for a systemic data exchange approach
Energy management and energy savings — Building energy data management for energy performance — Guidance for a systemic data exchange approach
This document gives guidelines for how the energy management team (EnMT) in an organization can define, request and regularly access the data and information needed to implement an energy management system (EnMS) designed to continually improve energy performance in buildings. It is applicable to data provided by human processes or by building automation, control, information technology, or even accounting systems. If the building information system (BIS) is accessible by the EnMT, the BIS can facilitate the provision of data and information. This could include data used in determining significant energy uses (SEUs), managing to improve energy performance (including energy consumption, energy use and energy efficiency) through to the use of energy performance indicators (EnPIs). This document does not apply to: — residential or industrial buildings; — buildings containing an industrial process where the industrial processes cannot be separated from other uses. However, many of the principles in this document can be applied to these or other types of buildings. NOTE Industrial processes can include manufacturing, packaging, transportation, assembly, etc. It does not apply to building automation data communication protocols themselves. It is does not consider the selection of energy management software, hardware and control algorithms for automatically managing buildings.
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TECHNICAL ISO/TS
SPECIFICATION 50008
First edition
2018-11
Energy management and energy
savings — Building energy data
management for energy performance
— Guidance for a systemic data
exchange approach
Reference number
©
ISO 2018
© ISO 2018
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
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2018 – All rights reserved
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative reference . 1
3 Terms and definitions . 1
4 The process of obtaining and managing data . 3
4.1 General . 3
4.2 Process for defining data needs for energy management . 4
4.2.1 General. 4
4.2.2 Determination of a data management plan . 4
4.3 Characteristics of data to be recorded in a data management plan . 5
5 Potential issues pertaining to data for managing energy . 6
5.1 General . 6
5.2 Data timing . 6
5.3 Data composition . 6
5.4 Independent building occupants . 6
5.5 Changes in automatically provided data . . 7
5.6 Standardization to facilitate automatically provided data . 7
6 Documented information . 8
6.1 Guidance on documented information . 8
6.2 Confidentiality . 8
Annex A (informative) Representative data needs of energy management systems .9
Annex B (informative) Protocols .11
Annex C (informative) Developing measurement plans .12
Bibliography .13
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 2018 – All rights reserved
Introduction
The successful implementation of an energy management system (EnMS), particularly ISO 50001,
requires information to complete almost every action. In some situations, the data required to
provide this information will be readily available or easy to access; whereas in other situations the
required data can be difficult to obtain. The availability of data may affect which energy performance
goals or indicators can be used by the organization. Establishing regular information transfers for an
EnMS, whether based on ISO 50001 or another similar approach, is often one of the most challenging
implementation tasks. This document provides a process for the energy management team (EnMT) to
use in situations where the required data are difficult to obtain. It also provides high-level guidance
useful for planning and maintaining information access. This document is about the management
process and not the technology of data measurement or transfer.
Establishing regular information collection or data transfers for an EnMS, for example to determine,
calculate or evaluate the values of energy performance indicators (EnPIs), may require the EnMT to
work with other parts of the organization to obtain the necessary data. Regular information or data
transfers can be facilitated by implementing a formal data interface or transfer capabilities as part of the
organization’s standard business practices. These capabilities can be described in a data management
plan (DMP). In the best case, data transfers can be automated. Formal data transfer capabilities,
whether automated or not, can increase uniformity and consistency, and can reduce the risks, costs and
errors associated with the implementation of an EnMS.
In presenting guidance on management processes, this document emphasizes that when the decision is
made to incorporate specific data into the EnMS, particular attention should be paid to:
a) management need for that data (e.g. objectives, targets) as used in the organization’s EnMS;
b) data definition, attributes and formats.
The aim of this document is to facilitate the work of the EnMT. Since data often comes from outside
their activities, the providers of these data can also be interested in the requirements of the EnMT.
Accordingly, users of this document can include:
— EnMTs, including those implementing ISO 50001 or calculating EnPIs;
— building energy managers;
— equipment manufacturers and instrumentation engineers;
— building information system (BIS) managers;
— organizations that operate buildings.
This document provides guidance on documenting data and the associated processes.
Figure 1 shows the relationship of this document to ISO 50001, which uses the Plan-Do-Check-Act
(PDCA) cycle and concept of an EnPI. The straight arrows in the figure indicate where data may be
needed in the PDCA process.
Figure 1 — Relationship to ISO 50001
vi © ISO 2018 – All rights reserved
TECHNICAL SPECIFICATION ISO/TS 50008:2018(E)
Energy management and energy savings — Building
energy data management for energy performance —
Guidance for a systemic data exchange approach
1 Scope
This document gives guidelines for how the energy management team (EnMT) in an organization
can define, request and regularly access the data and information needed to implement an energy
management system (EnMS) designed to continually improve energy performance in buildings.
It is applicable to data provided by human processes or by building automation, control, information
technology, or even accounting systems. If the building information system (BIS) is accessible by
the EnMT, the BIS can facilitate the provision of data and information. This could include data used
in determining significant energy uses (SEUs), managing to improve energy performance (including
energy consumption, energy use and energy efficiency) through to the use of energy performance
indicators (EnPIs).
This document does not apply to:
— residential or industrial buildings;
— buildings containing an industrial process where the industrial processes cannot be separated from
other uses.
However, many of the principles in this document can be applied to these or other types of buildings.
NOTE Industrial processes can include manufacturing, packaging, transportation, assembly, etc.
It does not apply to building automation data communication protocols themselves.
It is does not consider the selection of energy management software, hardware and control algorithms
for automatically managing buildings.
2 Normative reference
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1
building information system
BIS
systems, processes and sources of data about a building or its pattern of use
Note 1 to entry: This may include data output from a building management system (BMS), lighting management
system, or other automated systems, as well as from security, control, information technology or even accounting
systems.
Note 2 to entry: Elements of a BIS can be computerized or may require manual data collection.
3.2
data management plan
DMP
plan prepared by the energy management team (3.4) covering the determination, collection, maintenance
and storage of energy data (3.3)
Note 1 to entry: ISO 50001 refers to an energy data collection plan, which covers some of the elements of a DMP.
3.3
energy data
data including energy consumption and other variables used to calculate or evaluate energy
performance
Note 1 to entry: Energy data are collected and used for energy performance improvement actions (3.6) to evaluate
energy performance.
Note 2 to entry: “Other variables” can include relevant variables (3.9) and static factors (3.10).
3.4
energy management team
EnMT
person(s) with the responsibility and authority for effective implementation of EnMS activities and for
delivering energy performance improvement
Note 1 to entry: The size and nature of an organization and available resources are taken into account when
determining the size of an EnMT. A single person can perform the role of the team.
[SOURCE: ISO 50001:2018, 3.2.5, modified —
...
TECHNICAL ISO/TS
SPECIFICATION 50008
First edition
2018-11
Energy management and energy
savings — Building energy data
management for energy performance
— Guidance for a systemic data
exchange approach
Reference number
©
ISO 2018
© ISO 2018
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
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2018 – All rights reserved
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative reference . 1
3 Terms and definitions . 1
4 The process of obtaining and managing data . 3
4.1 General . 3
4.2 Process for defining data needs for energy management . 4
4.2.1 General. 4
4.2.2 Determination of a data management plan . 4
4.3 Characteristics of data to be recorded in a data management plan . 5
5 Potential issues pertaining to data for managing energy . 6
5.1 General . 6
5.2 Data timing . 6
5.3 Data composition . 6
5.4 Independent building occupants . 6
5.5 Changes in automatically provided data . . 7
5.6 Standardization to facilitate automatically provided data . 7
6 Documented information . 8
6.1 Guidance on documented information . 8
6.2 Confidentiality . 8
Annex A (informative) Representative data needs of energy management systems .9
Annex B (informative) Protocols .11
Annex C (informative) Developing measurement plans .12
Bibliography .13
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 2018 – All rights reserved
Introduction
The successful implementation of an energy management system (EnMS), particularly ISO 50001,
requires information to complete almost every action. In some situations, the data required to
provide this information will be readily available or easy to access; whereas in other situations the
required data can be difficult to obtain. The availability of data may affect which energy performance
goals or indicators can be used by the organization. Establishing regular information transfers for an
EnMS, whether based on ISO 50001 or another similar approach, is often one of the most challenging
implementation tasks. This document provides a process for the energy management team (EnMT) to
use in situations where the required data are difficult to obtain. It also provides high-level guidance
useful for planning and maintaining information access. This document is about the management
process and not the technology of data measurement or transfer.
Establishing regular information collection or data transfers for an EnMS, for example to determine,
calculate or evaluate the values of energy performance indicators (EnPIs), may require the EnMT to
work with other parts of the organization to obtain the necessary data. Regular information or data
transfers can be facilitated by implementing a formal data interface or transfer capabilities as part of the
organization’s standard business practices. These capabilities can be described in a data management
plan (DMP). In the best case, data transfers can be automated. Formal data transfer capabilities,
whether automated or not, can increase uniformity and consistency, and can reduce the risks, costs and
errors associated with the implementation of an EnMS.
In presenting guidance on management processes, this document emphasizes that when the decision is
made to incorporate specific data into the EnMS, particular attention should be paid to:
a) management need for that data (e.g. objectives, targets) as used in the organization’s EnMS;
b) data definition, attributes and formats.
The aim of this document is to facilitate the work of the EnMT. Since data often comes from outside
their activities, the providers of these data can also be interested in the requirements of the EnMT.
Accordingly, users of this document can include:
— EnMTs, including those implementing ISO 50001 or calculating EnPIs;
— building energy managers;
— equipment manufacturers and instrumentation engineers;
— building information system (BIS) managers;
— organizations that operate buildings.
This document provides guidance on documenting data and the associated processes.
Figure 1 shows the relationship of this document to ISO 50001, which uses the Plan-Do-Check-Act
(PDCA) cycle and concept of an EnPI. The straight arrows in the figure indicate where data may be
needed in the PDCA process.
Figure 1 — Relationship to ISO 50001
vi © ISO 2018 – All rights reserved
TECHNICAL SPECIFICATION ISO/TS 50008:2018(E)
Energy management and energy savings — Building
energy data management for energy performance —
Guidance for a systemic data exchange approach
1 Scope
This document gives guidelines for how the energy management team (EnMT) in an organization
can define, request and regularly access the data and information needed to implement an energy
management system (EnMS) designed to continually improve energy performance in buildings.
It is applicable to data provided by human processes or by building automation, control, information
technology, or even accounting systems. If the building information system (BIS) is accessible by
the EnMT, the BIS can facilitate the provision of data and information. This could include data used
in determining significant energy uses (SEUs), managing to improve energy performance (including
energy consumption, energy use and energy efficiency) through to the use of energy performance
indicators (EnPIs).
This document does not apply to:
— residential or industrial buildings;
— buildings containing an industrial process where the industrial processes cannot be separated from
other uses.
However, many of the principles in this document can be applied to these or other types of buildings.
NOTE Industrial processes can include manufacturing, packaging, transportation, assembly, etc.
It does not apply to building automation data communication protocols themselves.
It is does not consider the selection of energy management software, hardware and control algorithms
for automatically managing buildings.
2 Normative reference
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1
building information system
BIS
systems, processes and sources of data about a building or its pattern of use
Note 1 to entry: This may include data output from a building management system (BMS), lighting management
system, or other automated systems, as well as from security, control, information technology or even accounting
systems.
Note 2 to entry: Elements of a BIS can be computerized or may require manual data collection.
3.2
data management plan
DMP
plan prepared by the energy management team (3.4) covering the determination, collection, maintenance
and storage of energy data (3.3)
Note 1 to entry: ISO 50001 refers to an energy data collection plan, which covers some of the elements of a DMP.
3.3
energy data
data including energy consumption and other variables used to calculate or evaluate energy
performance
Note 1 to entry: Energy data are collected and used for energy performance improvement actions (3.6) to evaluate
energy performance.
Note 2 to entry: “Other variables” can include relevant variables (3.9) and static factors (3.10).
3.4
energy management team
EnMT
person(s) with the responsibility and authority for effective implementation of EnMS activities and for
delivering energy performance improvement
Note 1 to entry: The size and nature of an organization and available resources are taken into account when
determining the size of an EnMT. A single person can perform the role of the team.
[SOURCE: ISO 50001:2018, 3.2.5, modified —
...
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