ISO/TS 50008:2018

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.

Titre manque

General Information

• Status: Published
• Publication Date: 04-Nov-2018
• ICS: 27.015 - Energy efficiency. Energy conservation in general
• ICS: 35.240.67 - IT applications in building and construction industry
• Technical Committee: ISO/TC 301 - Energy management and energy savings
• Drafting Committee: ISO/TC 301 - Energy management and energy savings
• Current Stage: 9599 - Withdrawal of International Standard
• Start Date: 12-Dec-2024
• Completion Date: 13-Dec-2025

Overview

ISO/TS 50008:2018 - "Energy management and energy savings - Building energy data management for energy performance - Guidance for a systemic data exchange approach" provides practical guidance for organizations on how to define, request and regularly access the data and information needed to operate an effective energy management system (EnMS) focused on buildings. The Technical Specification targets the management process (not the communication protocols or selection of software/hardware) and promotes a systemic data exchange approach to support continual improvement of energy performance and the calculation of energy performance indicators (EnPIs).

Key Topics

• Data Management Plan (DMP): Guidance on creating and maintaining a DMP that lists required energy data, sources, contacts, attributes, timing and access methods.
• Process for defining data needs: Structured steps for the energy management team (EnMT) to identify necessary data for energy reviews, EnPIs and significant energy uses (SEUs).
• Characteristics of energy data: Definitions and recommendations for data semantics, formats, attributes, and quality needed for robust EnMS reporting.
• Potential data issues: Practical considerations such as data timing, composition, impacts of independent occupants, changes in automated feeds, and the benefits of standardization to facilitate automated data transfer.
• Documented information & confidentiality: Advice on documenting data processes and handling sensitive information.
• Informative annexes: Representative data needs, relevant protocols, and guidance on developing measurement plans.

Applications

ISO/TS 50008:2018 is used to improve the reliability and efficiency of building energy data flows so organizations can better monitor and improve energy consumption, energy use and energy efficiency. Typical applications include:

• Designing data access workflows to support ISO 50001 EnMS implementations and EnPIs.
• Developing a DMP to automate or standardize data exchange between BIS (Building Information System) and the EnMT.
• Aligning stakeholders (facility, IT, accounting) to deliver consistent, timely energy data for measurement and verification.
• Planning measurement campaigns and identifying SEUs for targeted energy performance improvement actions (EPIAs).

Who should use it

• Energy management teams (EnMT) and building energy managers
• Organizations operating commercial, public or non-residential buildings (note: this TS excludes residential and certain industrial process-integrated buildings)
• Building information system (BIS) managers, equipment manufacturers and instrumentation engineers

Related Standards

• ISO 50001 - Energy management systems - requirements
• ISO 50004 - Guidance for implementing ISO 50001 (data collection considerations)
• ISO 50015 - Measurement and verification of energy performance

Keywords: ISO/TS 50008:2018, energy management, building energy data management, EnMS, EnMT, DMP, BIS, EnPI, SEU, energy performance indicators.

Standards Content (Sample)

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
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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
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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 — The abbreviation “EnMT” has been added and “an energy
management system” has been changed to “EnMS activities”.]
3.5
energy performance improvement action
EPIA
action or measure or group of actions or measures implemented or planned within an organization
intended to achieve energy performance improvement through technological, management,
behavioural, economic, or other changes
[SOURCE: ISO 50015:2014, 3.5]
3.6
energy performance indicator
EnPI
measure or unit of energy performance, as defined by the organization
Note 1 to entry: EnPIs can be expressed by using a simple metric, ratio, or a model, depending on the nature of
the activities being measured.
[SOURCE: ISO 50001:2018 3.4.4, modified — Note 2 to entry has been deleted.]
3.7
energy use
application of energy
EXAMPLE Ventilation, lighting, heating, cooling, transportation, data storage.
Note 1 to entry: Energy use is sometimes referred to as “energy end-use.”
[SOURCE: ISO 50001:2018, 3.5.4, modified — In the example, “production process” has been deleted.]
2 © ISO 2018 – All rights reserved

3.8
relevant variable
quantifiable factor that impacts energy performance and routinely changes
EXAMPLE Weather conditions, operating conditions (indoor temperature, light level), working hours,
number of occupants, etc.
[SOURCE: ISO 50015:2014, 3.18 modified — In the example, “number of occupants, etc.” has replaced
“production output”.]
3.9
significant energy use
SEU
energy use (3.7) accounting for substantial energy consumption and/or offering considerable potential
for energy performance improvement
Note 1 to entry: Significance criteria are determined by the organization.
[SOURCE: ISO 50001:2018, 3.5.6, modified — Note 2 to entry has been deleted.]
3.10
static factor
identified factor that impacts energy performance and does not routinely change
EXAMPLE Facility size, design of installed equipment, gross floor area vacancy, weekly operating hours,
seasonal extended hours of operation.
[SOURCE: ISO 50001:2018, 3.4.8, modified — Note 1 to entry has been deleted, and in the example,
“gross floor area vacancy, weekly operating hours, seasonal extended hours of operation” has replaced
“number of weekly shifts; range of products”.]
4 The process of obtaining and managing data
4.1 General
This clause presents a management process that the EnMT can use to determine the sources of data
needed to implement an EnMS, and the subsequent collection of those data. This process assumes that
the EnMT is in place and has identified the essential quantitative parameters to be used for energy
management. While there are a number of approaches to energy management, the basic management
approaches are very similar, and generally make use of similar data elements. To provide a specific
example of the data under discussion, the typical data elements used in an ISO 50001 implementation
are listed in Annex A.
In this document, the term “data” refers to any data, including energy data, necessary to accomplish
successful implementation of an EnMS. Collection of those data may require the EnMT to work with
individuals or organizations that already obtain or control that data. These data may be within the
same organization (e.g. building operators or their staff) or organizations outside the organization (e.g.
weather service data).
The data that the EnMT determines to be necessary to implement the EnMS should be listed in a DMP.
The DMP includes basic descriptors of the data, the source and contact information, and the manner
and timing with which the data will be provided or can be accessed.
NOTE For implementation of ISO 50001, the guidance in ISO 50004 on collecting data can be used.
The automated collection of data can often lead to potential resource savings. Particularly when
data collection is automated, a common understanding of the needs and constraints is important for
efficient data communication. This includes data semantics, formats and attributes for managing data
that describes building energy performance.
4.2 Process for defining data needs for energy management
4.2.1 General
Different approaches to energy management use a similar sequence of activities. Typically, these follow
a continual improvement approach, such as PDCA. For the implementation of ISO 50001, the typical
data needs are given in Annex A. The data needs are best met by following structured processes for
identifying data and its availability, as shown in Figure 2.
Figure 2 — Representation of typical energy management process
Figure 2 shows a single cycle of an ongoing EnMS. An energy policy will have been established. The
energy review periodically identifies energy flows and other relevant variables before the EnMT
selects EnPIs appropriate for each stakeholder. EnPIs can be used to set energy targets consistent
with the energy policy. The EnMT specifies the data needed for calculating the EnPIs, arranges for the
availability of the data and collects those data from its sources, including a BIS. The EnMT calculates
the EnPIs and communicates the results to stakeholders inside and outside the organization.
The data collection can be manual, automatic or a combination of both, depending on the configuration
and structure of the existing data sources, e.g. weather data or occupancy data from sensors, a security
system, a point of sale activity within the building.
4.2.2 Determination of a data management plan
The EnMT determines the data requirements for EnMS activities. These requirements can be included
in the DMP using the following steps:
a) identify data and their attributes;
b) identify the entities that can provide and exchange data (e.g. EnMT, external sources);
c) identify the types of data defined, stored and used by each entity that can provide data;
d) identify who will gather, maintain and store data;
4 © ISO 2018 – All rights reserved

e) determine the availability of data based on structure, configuration and limitations (e.g. equipment,
cost, time, resources).
Data requirements can include building energy data and data about relevant variables, such as
occupancy or internal temperatures. Data requirements also can include static factors, such as the
building area or operating hours.
The EnMT should also allow for the fact that data, particularly BIS data, may be available with attributes
specific to its source. For BIS data, this can be related to building operation and management. Data
will usually have to be transformed into data formats and attributes compatible with EnMS activities
before they can be used.
The EnMT
...