ISO 50006:2023
(Main)Energy management systems — Evaluating energy performance using energy performance indicators and energy baselines
Energy management systems — Evaluating energy performance using energy performance indicators and energy baselines
This document gives guidance on how to establish, use and maintain energy performance indicators (EnPIs) and energy baselines (EnBs) to evaluate energy performance in any organization including those using ISO 50001. Additional guidance is given on how to measure and monitor energy performance and demonstrate energy performance improvement. This document is applicable to any organization, regardless of its type, size, complexity, geographical location, organizational culture, the products and services it provides or its level of maturity in the field of energy management.
Systèmes de management de l’énergie — Évaluation de la performance énergétique à l’aide d’indicateurs de performance énergétique et de situations énergétiques de référence
Le présent document donne des recommandations relatives à la manière de déterminer, d’utiliser et d’actualiser des indicateurs de performance énergétique (IPÉ) et situations énergétiques de référence (SER) pour évaluer la performance énergétique dans tout organisme, notamment ceux qui utilisent l’ISO 50001. Des recommandations supplémentaires sont données sur la manière de mesurer et surveiller la performance énergétique et d’en démontrer l’amélioration. Le présent document est applicable à tout organisme, quels que soient son type, sa taille, sa complexité, sa situation géographique, sa culture organisationnelle, les produits et services qu’il fournit ou son niveau de maturité dans le domaine du management de l’énergie.
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INTERNATIONAL ISO
STANDARD 50006
Second edition
2023-05
Energy management systems —
Evaluating energy performance using
energy performance indicators and
energy baselines
Systèmes de management de l’énergie — Évaluation de la
performance énergétique à l’aide d’indicateurs de performance
énergétique et de situations énergétiques de référence
Reference number
ISO 50006:2023(E)
© ISO 2023
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ISO 50006:2023(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2023
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.
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Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
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ISO 50006:2023(E)
Contents Page
Foreword .v
Introduction . vi
1 Scope . 1
2 Normative references . 1
3 Terms, definitions and abbreviated terms . 1
3.1 Terms and definitions . 1
3.2 Abbreviated terms . 4
4 Overview of EnPIs, EnBs and energy performance . 4
5 Obtaining relevant energy performance information . 5
5.1 Initial-energy-performance-related information . 5
5.2 Determining users of energy performance indicators . 6
5.3 Defining the energy performance indicator boundaries . 6
5.4 Defining and quantifying energy flows . 7
5.5 Defining and quantifying variables related to energy performance . 8
5.6 Collecting data . 9
5.6.1 Data collection . 9
5.6.2 Data quality . 9
5.6.3 Measurement . 10
5.6.4 Data collection frequency . 10
5.6.5 Identifying and analysing outliers . 10
6 Determining energy performance indicators .11
6.1 General . 11
6.2 Expressing energy performance indicators . 11
6.2.1 Statistical model . 11
6.2.2 Aggregated models . . 13
6.2.3 Engineering model . 13
7 Establishing energy baselines .14
7.1 Concept of EnB . 14
7.2 Determining baseline period . 14
8 Normalization .15
8.1 Concept of normalization . 15
8.2 Uncertainty of model . 15
9 Maintaining energy performance indicators and energy baselines .15
9.1 General . 15
9.2 Static factor changes . 16
10 Monitoring and reporting of energy performance and demonstrating energy
performance improvement .17
10.1 General . 17
10.2 Monitoring and reporting . 17
10.3 Demonstrating energy performance improvement . 17
Annex A (informative) EnPI and EnB planning process .19
Annex B (informative) Examples of EnPI boundaries .21
Annex C (informative) Examples of energy performance indicators .22
Annex D (informative) Example of normalization stepwise process .25
Annex E (informative) Example of normalization .27
Annex F (informative) Example of normalization — Multivariate–analysis .31
Annex G (informative) Reporting aggregated information .35
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ISO 50006:2023(E)
Bibliography .36
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ISO 50006:2023(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 document 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 second edition cancels and replaces the first edition (ISO 50006:2014), which has been technically
revised.
The main changes are as follows:
— concepts and technical aspects have been harmonized with the latest edition of ISO 50001:2018;
— definitions in Clause 3 have been updated in accordance with the latest edition of ISO 50001:2018
and considering a new approach for general harmonization under ISO/TC 301;
— upgrades have been made related to the normalization of energy performance indicators (EnPIs)
and corresponding energy baselines (EnBs);
— upgrades and new considerations have been made related to the new definition and requirement to
demonstrate energy performance improvement.
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.
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ISO 50006:2023(E)
Introduction
0.1 Background
Energy performance evaluation is a tool which applies to all types of organizations and can be used
to evaluate the results of its efforts in energy management. Relevant variables affect the energy
consumption and energy efficiency of organizations. To effectively evaluate energy performance under
equivalent conditions, the effects of relevant variables should be taken into account by using the process
of normalization.
Measuring and monitoring of energy performance and demonstration of energy performance
improvement can be challenging because of the complexity of determining energy performance
indicators (EnPIs) and corresponding energy baselines (EnBs) which are appropriate for an organization
to better understand the energy consumed within the facilities, equipment, systems or energy-using
processes.
Improving energy performance helps organizations to become more competitive by reducing their
energy costs. In addition, improving energy performance can help organizations to reduce their energy-
related greenhouse gas emissions. Climate change and the need for decarbonization are major global
concerns. Reducing greenhouse gas emissions associated with energy consumption is a significant
tool in tackling climate change. Methods for monitoring and measuring energy performance to ensure
appropriate results are key aspects of this activity.
In those activities or processes in which no energy performance improvement has been planned,
benefits can also be obtained by using EnPIs and EnBs to manage operational control, identify
maintenance needs or identify significant deviations in energy performance.
Communicating the energy performance of the organization and its processes to appropriate person(s)
in the organization is a key element for success. It is also a key to building ongoing commitment and
engagement of top management to allocate resources for energy management including the effective
establishment of EnPIs and EnBs.
The technical information in this document enables an organization to meet the requirements of
ISO 50001 including using normalization in measuring, monitoring, analysing and evaluating its
energy performance and energy performance improvement. In this way, it can demonstrate continual
improvement in energy performance using EnPIs and corresponding EnBs.
0.2 Overview of contents
This document provides an organization with practical guidance related to managing energy
performance, including its evaluation, control and continual improvement through the establishment,
use and maintenance of EnPIs and the corresponding EnBs.
This document gives guidance on the selection of appropriate EnPIs according to the objectives of the
organizations which can achieve significant benefits by implementing them.
This document is intended to guide an organization in establishing, using and maintaining EnPIs and
EnBs in accordance with the requirements in ISO 50001.
The process described in this document can provide benefits to any organization, including those that
do not have an EnMS. Nevertheless, additional benefits can be obtained if this process is embedded
within an EnMS in accordance with ISO 50001.
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INTERNATIONAL STANDARD ISO 50006:2023(E)
Energy management systems — Evaluating energy
performance using energy performance indicators and
energy baselines
1 Scope
This document gives guidance on how to establish, use and maintain energy performance indicators
(EnPIs) and energy baselines (EnBs) to evaluate energy performance in any organization including those
using ISO 50001. Additional guidance is given on how to measure and monitor energy performance and
demonstrate energy performance improvement.
This document is applicable to any organization, regardless of its type, size, complexity, geographical
location, organizational culture, the products and services it provides or its level of maturity in the field
of energy management.
2 Normative references
There are no normative references in this document.
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions 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/
3.1.1
baseline period
period of time used for comparison with reporting period (3.1.16)
Note 1 to entry: The purpose of the comparison can be monitoring of performance, evaluation of performance
improvement or determination of energy savings.
3.1.2
boundary
physical, virtual and/or organizational limits as defined by the entity for a stated purpose
Note 1 to entry: The entity may be an organization (3.1.14), group of organizations, region(s), subset of an
organization or other depending on the application.
Note 2 to entry: Physical can be equipment, systems, a building, a process, a group of processes, a site, or multiple
sites, under the control of an organization.
3.1.3
energy
electricity, fuels, steam, heat, compressed air and other similar media
Note 1 to entry: For the purposes of this document, energy refers to the various types of energy, including
renewable, which can be purchased, stored, treated, used in equipment or in a process, or recovered.
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ISO 50006:2023(E)
[SOURCE: ISO 50001:2018, 3.5.1]
3.1.4
energy baseline
EnB
value providing a basis for comparison of energy performance (3.1.9)
Note 1 to entry: The data and method used to determine the EnB shall be retained as documented information.
Note 2 to entry: If the process for determination of the EnB uses relevant variables (3.1.15) for normalization
(3.1.13) or if the EnB is adjusted for changes in static factors (3.1.18), the information shall be retained as
documented information.
3.1.5
energy consumption
quantity of energy (3.1.3) applied
Note 1 to entry: Energy consumption can be represented in volume (e.g. litres of fuel), mass, weight units or
energy units (e.g. GJ, kWh).
[SOURCE: ISO 50001:2018, 3.5.2, modified — Note 1 to entry added.]
3.1.6
energy efficiency
ratio or other quantitative relationship between an output of process and an input of energy (3.1.3)
EXAMPLE Conversion efficiency, energy required/energy used, output/input, theoretical energy used to
operate/energy used to operate.
Note 1 to entry: The output of a process can be products, services, or energy.
Note 2 to entry: Both input and output should be clearly specified in terms of quantity and quality, and should be
measurable.
3.1.7
energy use
energy end-use
application of energy (3.1.3)
EXAMPLE Ventilation, lighting, heating, cooling, transportation, processes, data storage.
Note 1 to entry: Energy use is based on “what the energy is used for” as compared to energy consumption (3.1.5)
which is based on “how much energy is used”.
Note 2 to entry: This application can be from any energy type including renewables.
3.1.8
energy model
mathematical representation based on a data set describing the relationship between relevant variables
(3.1.15) and energy consumption (3.1.5) or energy efficiency (3.1.6) over a specified period of time
Note 1 to entry: The specified period of time can represent different perspectives of time such as baseline period
(3.1.1), reporting period (3.1.16), or period that reflects standard conditions.
3.1.9
energy performance
measurable result(s) related to energy efficiency (3.1.6), energy use (3.1.7) and energy consumption
(3.1.5)
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ISO 50006:2023(E)
3.1.10
energy performance indicator
EnPI
measure used to quantify energy performance (3.1.9)
Note 1 to entry: If the EnPI is used for the demonstration of energy performance improvement (3.1.11) it refers to
energy efficiency (3.1.6) or energy consumption (3.1.5).
Note 2 to entry: The EnPI is defined by the organization (3.1.14).
Note 3 to entry: EnPI(s) can be calculated by using an energy model (3.1.8).
3.1.11
energy performance improvement
improvement in measurable results of energy efficiency (3.1.6) or energy consumption (3.1.5) related to
energy use (3.1.7), compared to the energy baseline (3.1.4)
3.1.12
energy target
quantifiable objective of energy performance improvement (3.1.11)
Note 1 to entry: An energy target can be included within an objective.
[SOURCE: ISO 50001:2018, 3.4.15]
3.1.13
normalization
process to enable analysis under equivalent or standard conditions
Note 1 to entry: Normalization can be used for the purpose of comparison of energy performance (3.1.9) or energy
performance improvement (3.1.11), which accounts for the changes in relevant variables (3.1.15).
3.1.14
organization
person or group of people that has its own functions with responsibilities, authorities and relationships
to achieve its objectives
Note 1 to entry: The concept of organization includes, but is not limited to, sole-trader, company, corporation, firm,
enterprise, authority, partnership, charity or institution, or part or combination thereof, whether incorporated
or not, public or private.
3.1.15
relevant variable
quantifiable factor that significantly impacts energy performance (3.1.9) and routinely changes
Note 1 to entry: Significance criteria are determined by the organization (3.1.14).
Note 2 to entry: In a statistical approach, relevant variables are identified from independent variables by using
significance criteria.
EXAMPLE Weather conditions, operating conditions (indoor temperature, light level), working hours,
production output.
3.1.16
reporting period
defined period of time selected for evaluating energy performance (3.1.9) and energy performance
improvement (3.1.11)
Note 1 to entry: In this document, the concept of reporting period includes the concept of monitoring period.
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ISO 50006:2023(E)
3.1.17
significant energy use
SEU
energy use (3.1.7) accounting for substantial energy consumption (3.1.5) and/or offering considerable
potential for energy performance improvement (3.1.11)
Note 1 to entry: Significance criteria are determined by the organization (3.1.14).
Note 2 to entry: SEUs can be related to facilities, systems, processes or equipment.
[SOURCE: ISO 50001:2018, 3.5.6]
3.1.18
static factor
identified factor that significantly impacts energy performance (3.1.9) and does not routinely change
Note 1 to entry: Significance criteria are determined by the organization.
EXAMPLE Facility size, design of installed equipment, number of weekly shifts, range of products.
[SOURCE: ISO 50001:2018, 3.4.8]
3.2 Abbreviated terms
CDD cooling degree day
CUSUM cumulative sum
EnB energy baseline
EnMS energy management system
EnPI energy performance indicator
HDD heating degree day
SEC specific energy consumption
SEU significant energy use
4 Overview of EnPIs, EnBs and energy performance
An organization establishes EnPIs and EnBs to measure and monitor energy performance and
demonstrate energy performance improvement.
EnPIs provide relevant energy performance information to interested parties (e.g. internal users,
supply chain), to understand energy performance and take actions to control and improve energy
performance.
EnPI values quantify the energy performance of the entire organization or its various parts (e.g.
facilities, equipment, systems or energy using processes). Potential EnPIs need to be analysed to decide
if they are appropriate before being selected. EnPIs can be expressed by using an energy model and can
be reported in units of energy consumption (e.g. GJ, kWh) or energy efficiency (e.g. km/l).
Energy consumption of an organization can be significantly affected by relevant variables such
as weather, production, etc. If the organization has data which indicates that relevant variables
significantly affect energy performance, normalization should be carried out to enable comparison
of energy performance. Normalization is used to account for the changes in the relevant variables
to monitor and evaluate energy performance, and evaluate and demonstrate energy performance
improvement.
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ISO 50006:2023(E)
Energy targets are set by the organization and may be based on identified and planned energy
performance improvement opportunities.
Figure 1 illustrates an example of the relationship between energy performance improvement, EnPIs,
EnBs, EnPI values and energy targets. Figure 1 also illustrates how energy performance improvement
is achieved when an EnPI value improves compared with the EnB, whether or not energy targets are
met.
The process to develop, use and update EnPIs and EnBs is described in detail in Clauses 5 to 10. This
process helps the organization to monitor and evaluate energy performance and demonstrate energy
performance improvement. The processes within the EnPI and EnB planning are presented in Annex A.
Key
X time
Y energy consumption
NOTE The trend of changing energy consumption indicates that there is (are) relevant variable(s) and
normalization is required.
Figure 1 — Example of conceptual relationship between energy performance, EnPIs, EnBs, EnPI
values and energy targets
5 Obtaining relevant energy performance information
5.1 Initial-energy-performance-related information
Organizations should identify current types of energy uses and evaluate current and past energy
consumption and energy efficiency based on measurement and other data. Significant energy uses
(SEUs) are identified by analysing this information together with factors that affect energy performance.
This process helps to identify the SEUs and prioritize opportunities for energy performance
improvement.
NOTE This process is defined in ISO 50001:2018, 6.3 as “energy review”.
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ISO 50006:2023(E)
5.2 Determining users of energy performance indicators
EnPIs should be developed to meet the needs and expectations of different users and should be easily
understandable.
Multiple EnPIs can be required to meet user needs. Aligning the EnPI boundaries with functional
roles can ensure that the EnPIs meet user needs and that responsibility for managing the EnPI can be
effectively assigned.
EnPIs can be developed for internal or external users. Internal users can use EnPIs for a wide variety
of purposes such as, but not limited to, maintenance, operation and energy performance evaluation.
External users typically use EnPIs to meet information requirements derived from legal requirements
and other requirements (e.g. sustainability reports).
NOTE EnPIs and EnBs required for external purposes, such as those for government reporting, are not
always sufficient for managing energy performance improvement under ISO 50001 or for organizations wishing
to understand their actual energy performance improvement.
Table 1 describes some common EnPI users.
Table 1 — EnPI users
Types of EnPI users Typical needs
Top management Top management needs information from EnPIs to understand the energy
performance of the organization and to support energy performance
improvement actions.
Energy management Group who supports the organization, including top management in: a) setting up
team an EnPI, b) maintaining an EnPI, c) monitoring EnBs, current EnPI values, values of
all relevant variables in predetermined intervals, d) setting energy targets and
calculating extent of achievement of energy target, e) conducting normalization
and comparison of current EnPI values with EnBs and energy target, f) reporting
of EnPI values and deviations, and g) interpreting the results.
Plant or facility Typically controls resources within the plant or facility and is responsible for
management results. The plant or facility manager should understand both planned energy
performance and investigate and respond to significant deviations in energy
performance and in financial terms. Plant or facility managers may use all of the
EnPIs in their plant or facility including the EnPIs regarding their SEUs, and
comparable EnPIs from other sites for benchmarking purposes.
Operation and Responsible for using EnPIs to control and ensure efficient operation by taking
maintenance actions for si
...
NORME ISO
INTERNATIONALE 50006
Deuxième édition
2023-05
Systèmes de management de
l’énergie — Évaluation de la
performance énergétique à l’aide
d’indicateurs de performance
énergétique et de situations
énergétiques de référence
Energy management systems — Evaluating energy performance
using energy performance indicators and energy baselines
Numéro de référence
ISO 50006:2023(F)
© ISO 2023
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ISO 50006:2023(F)
DOCUMENT PROTÉGÉ PAR COPYRIGHT
© ISO 2023
Tous droits réservés. Sauf prescription différente ou nécessité dans le contexte de sa mise en œuvre, aucune partie de cette
publication ne peut être reproduite ni utilisée sous quelque forme que ce soit et par aucun procédé, électronique ou mécanique,
y compris la photocopie, ou la diffusion sur l’internet ou sur un intranet, sans autorisation écrite préalable. Une autorisation peut
être demandée à l’ISO à l’adresse ci-après ou au comité membre de l’ISO dans le pays du demandeur.
ISO copyright office
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Tél.: +41 22 749 01 11
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Publié en Suisse
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ISO 50006:2023(F)
Sommaire Page
Avant-propos .v
Introduction . vi
1 Domaine d’application . 1
2 Références normatives .1
3 Termes, définitions et abréviations . 1
3.1 Termes et définitions . 1
3.2 Abréviations. 4
4 Présentation des IPÉ, des SER et de la performance énergétique . 4
5 Obtention d’informations pertinentes sur la performance énergétique .6
5.1 Informations initiales sur la performance énergétique. 6
5.2 Déterminer les utilisateurs des indicateurs de performance énergétique . 6
5.3 Définir le périmètre des indicateurs de performance énergétique . 7
5.4 Définir et quantifier les flux d’énergie . 8
5.5 Définir et quantifier les facteurs liés à la performance énergétique . 9
5.6 Collecter les données . 10
5.6.1 Collecte des données . 10
5.6.2 Qualité des données . . 10
5.6.3 Mesurage . 11
5.6.4 Fréquence de collecte des données . 11
5.6.5 Identification et analyse des valeurs aberrantes .12
6 Déterminer les indicateurs de performance énergétique .12
6.1 Généralités .12
6.2 Exprimer les indicateurs de performance énergétique .13
6.2.1 Modèle statistique .13
6.2.2 Modèles agrégés . 14
6.2.3 Modèle physique .15
7 Déterminer les situations énergétiques de référence .15
7.1 Concept de SER . 15
7.2 Déterminer une période de référence . 15
8 Ajustement .16
8.1 Concept d’ajustement . 16
8.2 Incertitude du modèle . 16
9 Actualiser les indicateurs de performance énergétique et les situations
énergétiques de référence .17
9.1 Généralités . 17
9.2 Changements dans les facteurs statiques . 18
10 Surveillance et compte-rendu de la performance énergétique et démonstration de
l’amélioration de la performance énergétique .18
10.1 Généralités . 18
10.2 Surveillance et compte-rendu . 19
10.3 Démonstration de l’amélioration de la performance énergétique . . 19
Annexe A (informative) Processus de planification des IPÉ et des SER .21
Annexe B (informative) Exemples de périmètre d’IPÉ .23
Annexe C (informative) Exemples d’indicateurs de performance énergétique .24
Annexe D (informative) Exemple de processus d’ajustement par étapes .28
Annexe E (informative) Exemple d’ajustement .30
Annexe F (informative) Exemple d’ajustement — Analyse multivariée .35
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ISO 50006:2023(F)
Annexe G (informative) Présentation des informations agrégées .39
Bibliographie .40
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ISO 50006:2023(F)
Avant-propos
L’ISO (Organisation internationale de normalisation) est une fédération mondiale d’organismes
nationaux de normalisation (comités membres de l’ISO). L’élaboration des Normes internationales est
en général confiée aux comités techniques de l’ISO. Chaque comité membre intéressé par une étude
a le droit de faire partie du comité technique créé à cet effet. Les organisations internationales,
gouvernementales et non gouvernementales, en liaison avec l’ISO participent également aux travaux.
L’ISO collabore étroitement avec la Commission électrotechnique internationale (IEC) en ce qui
concerne la normalisation électrotechnique.
Les procédures utilisées pour élaborer le présent document et celles destinées à sa mise à jour sont
décrites dans les Directives ISO/IEC, Partie 1. Il convient, en particulier, de prendre note des différents
critères d’approbation requis pour les différents types de documents ISO. Le présent document a été
rédigé conformément aux règles de rédaction données dans les Directives ISO/IEC, Partie 2 (voir
www.iso.org/directives).
L’ISO attire l’attention sur le fait que la mise en application du présent document peut entraîner
l’utilisation d’un ou de plusieurs brevets. L’ISO ne prend pas position quant à la preuve, à la validité
et à l’applicabilité de tout droit de brevet revendiqué à cet égard. À la date de publication du présent
document, l’ISO n’avait pas reçu notification qu’un ou plusieurs brevets pouvaient être nécessaires à sa
mise en application. Toutefois, il y a lieu d’avertir les responsables de la mise en application du présent
document que des informations plus récentes sont susceptibles de figurer dans la base de données de
brevets, disponible à l’adresse www.iso.org/brevets. L’ISO ne saurait être tenue pour responsable de ne
pas avoir identifié tout ou partie de tels droits de propriété.
Les appellations commerciales éventuellement mentionnées dans le présent document sont données
pour information, par souci de commodité, à l’intention des utilisateurs et ne sauraient constituer un
engagement.
Pour une explication de la nature volontaire des normes, la signification des termes et expressions
spécifiques de l’ISO liés à l’évaluation de la conformité, ou pour toute information au sujet de l’adhésion
de l’ISO aux principes de l’Organisation mondiale du commerce (OMC) concernant les obstacles
techniques au commerce (OTC), voir www.iso.org/avant-propos.
Le présent document a été élaboré par le comité technique ISO/TC 301, Management de l’énergie et
économies d’énergie.
Cette deuxième édition annule et remplace la première édition (ISO 50006:2014), qui a fait l’objet d’une
révision technique.
Les principales modifications sont les suivantes:
— harmonisation des concepts et aspects techniques avec la dernière édition de l’ISO 50001:2018;
— mise à jour des définitions de l’Article 3 conformément à la dernière édition de l’ISO 50001:2018 et
compte tenu de la nouvelle approche d’harmonisation générale sous la direction de l’ISO/TC 301;
— mises à jour liées à l’ajustement des indicateurs de performance énergétique (IPÉ) et des situations
énergétiques de référence (SER) correspondantes;
— mises à jour et nouvelles considérations en ce qui concerne la nouvelle définition de l’amélioration
de la performance énergétique et l’exigence imposant de la démontrer.
Il convient que l’utilisateur adresse tout retour d’information ou toute question concernant le présent
document à l’organisme national de normalisation de son pays. Une liste exhaustive desdits organismes
se trouve à l’adresse www.iso.org/fr/members.html.
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ISO 50006:2023(F)
Introduction
0.1 Contexte
L’évaluation de la performance énergétique est un outil qui s’applique à tout type d’organisme et qui peut
être utilisé pour évaluer les résultats de ses efforts en matière de management de l’énergie. Des facteurs
pertinents ont une incidence sur la consommation énergétique et l’efficacité énergétique des organismes.
Pour évaluer efficacement la performance énergétique dans des conditions équivalentes, il convient de
prendre en compte les effets des facteurs pertinents en utilisant le processus d’ajustement.
La mesure et la surveillance de la performance énergétique et la démonstration de l’amélioration
de la performance énergétique peuvent se révéler un défi en raison de la complexité à déterminer
des indicateurs de performance énergétique (IPÉ) et les situations énergétiques de référence (SER)
correspondantes qui permettent à un organisme de mieux comprendre l’énergie consommée dans les
installations, les équipements, les systèmes ou les procédés qui en consomment.
L’amélioration de la performance énergétique aide les organismes à devenir plus compétitifs en
réduisant leurs coûts énergétiques. En outre, l’amélioration de la performance énergétique peut aider les
organismes à réduire leurs émissions de gaz à effet de serre liées à l’énergie. Le changement climatique
et le besoin de décarbonation sont des préoccupations mondiales majeures. La réduction des émissions
de gaz à effet de serre liées à la consommation énergétique est un outil important dans la lutte contre
le changement climatique. Les méthodes de surveillance et de mesure de la performance énergétique
pour garantir des résultats appropriés sont des aspects essentiels de cette activité.
Dans les activités ou les processus pour lesquels aucune amélioration de la performance énergétique
n’est prévue, des effets bénéfiques peuvent également être obtenus par l’utilisation des IPÉ et des
SER pour gérer la maîtrise opérationnelle, identifier les besoins de maintenance ou déceler les écarts
significatifs en matière de performance énergétique.
La communication de la performance énergétique de l’organisme et de ses processus aux personnes
appropriées au sein de l’organisme est un élément clé pour réussir. Il s’agit également de l’une des clés
pour obtenir un engagement et une mobilisation continus de la direction à allouer des ressources pour
le management de l’énergie, et notamment pour la détermination efficace des IPÉ et des SER.
Les informations techniques du présent document permettent à un organisme de satisfaire aux
exigences de l’ISO 50001, notamment en procédant à un ajustement pour mesurer, surveiller, analyser
et évaluer sa performance énergétique et son amélioration de la performance énergétique. De cette
manière, il peut démontrer une amélioration continue de la performance énergétique à l’aide des IPÉ et
des SER correspondantes.
0.2 Présentation du contenu
Le présent document fournit à un organisme des recommandations pratiques relatives au management
de la performance énergétique, y compris son évaluation, sa maîtrise et son amélioration continue par
la détermination, l’utilisation et l’actualisation des IPÉ et des SER correspondantes.
Le présent document donne des recommandations relatives à la sélection des IPÉ appropriés en fonction
des objectifs des organismes qui peuvent obtenir des effets bénéfiques significatifs en les mettant en
œuvre.
Le présent document est destiné à servir de guide aux organismes pour la détermination, l’utilisation et
l’actualisation des IPÉ et des SER conformément aux exigences de l’ISO 50001.
Le processus décrit dans le présent document peut avoir des effets bénéfiques pour tout organisme,
y compris ceux qui ne disposent pas d’un SMÉ. Néanmoins, des effets bénéfiques supplémentaires
peuvent être obtenus si ce processus est intégré dans un SMÉ conformément à l’ISO 50001.
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NORME INTERNATIONALE ISO 50006:2023(F)
Systèmes de management de l’énergie — Évaluation de
la performance énergétique à l’aide d’indicateurs de
performance énergétique et de situations énergétiques de
référence
1 Domaine d’application
Le présent document donne des recommandations relatives à la manière de déterminer, d’utiliser et
d’actualiser des indicateurs de performance énergétique (IPÉ) et situations énergétiques de référence
(SER) pour évaluer la performance énergétique dans tout organisme, notamment ceux qui utilisent
l’ISO 50001. Des recommandations supplémentaires sont données sur la manière de mesurer et
surveiller la performance énergétique et d’en démontrer l’amélioration.
Le présent document est applicable à tout organisme, quels que soient son type, sa taille, sa complexité,
sa situation géographique, sa culture organisationnelle, les produits et services qu’il fournit ou son
niveau de maturité dans le domaine du management de l’énergie.
2 Références normatives
Le présent document ne contient aucune référence normative.
3 Termes, définitions et abréviations
3.1 Termes et définitions
Pour les besoins du présent document, les termes et définitions suivants s’appliquent.
L’ISO et l’IEC tiennent à jour des bases de données terminologiques destinées à être utilisées en
normalisation, consultables aux adresses suivantes:
— ISO Online browsing platform: disponible à l’adresse https:// www .iso .org/ obp
— IEC Electropedia: disponible à l’adresse https:// www .electropedia .org/
3.1.1
période de référence
période utilisée pour la comparaison avec la période étudiée (3.1.16)
Note 1 à l'article: L’objectif de la comparaison peut être la surveillance de la performance, l’évaluation de
l’amélioration de la performance ou la détermination des économies d’énergie.
3.1.2
périmètre
limites physiques, virtuelles et/ou organisationnelles telles que définies par l’entité dans un but précis
Note 1 à l'article: L’entité peut être un organisme (3.1.14), un groupe d’organismes, une ou plusieurs régions,
un sous-ensemble d’un organisme ou autre, selon l’application.
Note 2 à l'article: Un périmètre physique peut être un équipement, des systèmes, un bâtiment, un processus,
un groupe de processus, un site ou plusieurs sites, se trouvant sous le contrôle d’un organisme.
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ISO 50006:2023(F)
3.1.3
énergie
électricité, combustibles, vapeur, chaleur, air comprimé et autres vecteurs similaires
Note 1 à l'article: Pour les besoins du présent document, l’énergie fait référence aux divers types d’énergie,
y compris renouvelables, qui peuvent être achetés, stockés, traités ou utilisés dans un équipement ou processus,
ou récupérés.
[SOURCE: ISO 50001:2018, 3.5.1]
3.1.4
situation énergétique de référence
SER
valeur fournissant une base pour comparer des performances énergétiques (3.1.9)
Note 1 à l'article: Les données et la méthode utilisées pour déterminer la SER doivent être conservées sous forme
d’informations documentées.
Note 2 à l'article: Si le processus de détermination de la SER utilise des facteurs pertinents (3.1.15) pour l’ajustement
(3.1.13) ou si la SER est ajustée en fonction des changements des facteurs statiques (3.1.18), les informations
doivent être conservées sous forme d’informations documentées.
3.1.5
consommation énergétique
quantité d’énergie (3.1.3) utilisée
Note 1 à l'article: La consommation énergétique peut être présentée en unités de volume (par exemple, litres de
combustible), en unités de masse ou en unités d’énergie (par exemple, GJ, kWh).
[SOURCE: ISO 50001:2018, 3.5.2, modifié — La Note 1 à l’article a été ajoutée.]
3.1.6
efficacité énergétique
ratio ou autre relation quantitative entre un élément de sortie de procédé et un apport en énergie (3.1.3)
EXEMPLE Efficacité de conversion, ratio « énergie nécessaire/énergie utilisée », ratio « élément de
sortie/apport », ratio « énergie théoriquement utilisée pour fonctionner/énergie effectivement utilisée
pour fonctionner ».
Note 1 à l'article: L’élément de sortie d’un procédé peut être un produit, un service ou de l’énergie.
Note 2 à l'article: Il convient que les éléments d’entrée et de sortie soient clairement spécifiés en termes de
quantité et de qualité et qu’ils soient mesurables.
3.1.7
usage énergétique
utilisation finale de l’énergie
ce qui utilise de l’énergie (3.1.3)
EXEMPLE Ventilation, éclairage, chauffage, refroidissement, transport, procédé, stockage des données.
Note 1 à l'article: L’usage énergétique se rapporte à ce à quoi sert l’énergie alors que la consommation énergétique
(3.1.5) se rapporte à la quantité d’énergie utilisée.
Note 2 à l'article: L’usage énergétique peut impliquer tout type d’énergie, y compris les énergies renouvelables.
3.1.8
modèle énergétique
représentation mathématique basée sur un ensemble de données décrivant la relation entre les facteurs
pertinents (3.1.15) et la consommation énergétique (3.1.5) ou l’efficacité énergétique (3.1.6) sur une
période spécifiée
Note 1 à l'article: La période spécifiée peut représenter différentes perspectives de temps telles que la période de
référence (3.1.1), la période étudiée (3.1.16), ou la période qui reflète les conditions normales.
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ISO 50006:2023(F)
3.1.9
performance énergétique
résultat(s) mesurable(s) lié(s) à l’efficacité énergétique (3.1.6), à l’usage énergétique (3.1.7) et à la
consommation énergétique (3.1.5)
3.1.10
indicateur de performance énergétique
IPÉ
mesure utilisée pour quantifier la performance énergétique (3.1.9)
Note 1 à l'article: Si l’IPÉ est utilisé pour démontrer l’amélioration de la performance énergétique (3.1.11), il désigne
l’efficacité énergétique (3.1.6) ou la consommation énergétique (3.1.5).
Note 2 à l'article: L’IPÉ est défini par l’organisme (3.1.14).
Note 3 à l'article: Les IPÉ peuvent être calculés à l’aide d’un modèle énergétique (3.1.8).
3.1.11
amélioration de la performance énergétique
amélioration des résultats mesurables de l’efficacité énergétique (3.1.6) ou de la consommation
énergétique (3.1.5) associée à l’usage énergétique (3.1.7), par rapport à la situation énergétique de
référence (3.1.4)
3.1.12
cible énergétique
objectif quantifiable d’amélioration de la performance énergétique (3.1.11)
Note 1 à l'article: Une cible énergétique peut être incluse dans un objectif.
[SOURCE: ISO 50001:2018, 3.4.15]
3.1.13
ajustement
processus permettant l’analyse dans des conditions normales ou équivalentes
Note 1 à l'article: L’ajustement peut être utilisé afin de procéder à une comparaison de la performance énergétique
(3.1.9) ou de l’amélioration de la performance énergétique (3.1.11), qui tient compte des variations des facteurs
pertinents (3.1.15).
3.1.14
organisme
personne ou groupe de personnes ayant un rôle avec les responsabilités, l’autorité et les relations lui
permettant d’atteindre ses objectifs
Note 1 à l'article: Le concept d’organisme englobe, sans s’y limiter, les travailleurs indépendants, les compagnies,
les sociétés, les firmes, les entreprises, les administrations, les partenariats, les organisations caritatives ou les
institutions, ou bien une partie ou une combinaison des entités précédentes, à responsabilité limitée ou ayant un
autre statut, de droit public ou privé.
3.1.15
facteur pertinent
facteur quantifiable ayant une incidence significative sur la performance énergétique (3.1.9) et soumis à
des variations courantes
Note 1 à l'article: Les critères définissant le caractère significatif sont déterminés par l’organisme (3.1.14).
Note 2 à l'article: Dans une approche statistique, les facteurs pertinents sont identifiés à partir de facteurs
indépendants en utilisant des critères définissant le caractère significatif.
EXEMPLE Conditions météorologiques, conditions opérationnelles (température interne,
niveau d’éclairement), horaires de travail, volume de production.
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ISO 50006:2023(F)
3.1.16
période étudiée
période définie choisie pour l’évaluation de la performance énergétique (3.1.9) et l’amélioration de la
performance énergétique (3.1.11)
Note 1 à l'article: Dans le présent document, le concept de période étudiée englobe le concept de période de
surveillance.
3.1.17
usage énergétique significatif
UES
usage énergétique (3.1.7) représentant une part importante de la consommation énergétique (3.1.5) et/
ou offrant un potentiel considérable d’amélioration de la performance énergétique (3.1.11)
Note 1 à l'article: Les critères définissant le caractère significatif sont déterminés par l’organisme (3.1.14).
Note 2 à l'article: Les usages énergétiques significatifs peuvent être liés à des installations, à des systèmes, à des
procédés ou à des équipements.
[SOURCE: ISO 50001:2018, 3.5.6]
3.1.18
facteur statique
facteur identifié ayant une incidence significative sur la performance énergétique (3.1.9) et qui ne varie
pas habituellement
Note 1 à l'article: Les critères définissant le caractère significatif sont déterminés par l’organisme.
EXEMPLE Taille d’une installation, conception des équipements en place, nombre d’équipes hebdomadaires,
gamme de produits.
[SOURCE: ISO 50001:2018, 3.4.8]
3.2 Abréviations
CÉS consommation énergétique spécifique
CUSUM somme cumulée des différences
DJC degrés-jours de chauffage
DJR degrés-jour de refroidissement
IPÉ indicateur de performance énergétique
SER situation énergétique de référence
SMÉ système de management de l’énergie
UES usage énergétique significatif
4 Présentation des IPÉ, des SER et de la performance énergétique
Un organisme établit des IPÉ et des SER pour mesurer et surveiller la performance énergétique et en
démontrer l’amélioration.
Les IPÉ fournissent des informations pertinentes sur la performance énergétique aux parties intéressées
(par exemple, utilisateurs internes, chaîne d’approvisionnement), afin de comprendre la performance
énergétique et d’entreprendre des actions pour maîtriser et améliorer la performance énergétique.
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ISO 50006:2023(F)
Les valeurs des IPÉ quantifient la performance énergétique de l’ensemble de l’organisme ou de ses
différentes parties (par exemple, installations, équipements, systèmes, ou procédés consommateurs
d’énergie). Il est nécessaire d’analyser les IPÉ potentiels pour vérifier qu’ils sont appropriés avant
de les sélectionner. Les IPÉ peuvent être exprimés à l’aide d’un modèle énergétique et peuvent être
exprimés en unités de consommation énergétique (par exemple, GJ, kWh) ou d’efficacité énergétique
(par exemple, km/l).
La consommation énergétique d’un organisme peut être significativement influencée par des facteurs
pertinents tels que les conditions météorologiques, la production, etc. Si l’organisme dispose de données
indiquant que les facteurs pertinents ont une incidence significative sur la performance énergétique,
il convient de procéder à un ajustement pour permettre de comparer la performance énergétique.
L’ajustement est utilisé pour tenir compte des modifications des facteurs pertinents afin de surveiller
et d’évaluer la performance énergétique ainsi que d’évaluer et de démontrer l’amélioration de la
performance énergétique.
Les cibles énergétiques sont fixées par l’organisme et peuvent être fondées sur des opportunités
d’amélioration de la performance énergétique identifiées et planifiées.
La Figure 1 présente un exemple de la relation entre l’amélioration de la performance énergétique,
les IPÉ, les SER, les valeurs d’IPÉ et les cibles énergétiques. La Figure 1 présente également la manière
dont l’amélioration de la performance énergétique est obtenue lorsque la valeur d’un IPÉ s’améliore
par rapport à la SER, que les cibles énergétiques soient atteintes ou non.
Le processus de détermination, d’utilisation et d’actualisation des IPÉ et des SER est décrit de manière
détaillée aux Articles 5 à 10. Ce processus aide l’organisme à surveiller et évaluer la performance
énergétique et à démontrer l’amélioration de la performance énergétique. Les processus de planification
des IPÉ et des SER sont présentés à l’Annexe A.
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© ISO 2023 – All rights reserved
ISO/FDIS 50006:20222023(E)
Date: 2022-11-162023-01-24
ISO/TC 301/WG 2
Secretariat: ANSI
Energy management systems — Evaluating energy performance
using energy performance indicators and energy baselines
Systèmes de management de l’énergie — Évaluation de la performance énergétique et de
l’amélioration de la performance énergétique à l’aide de référence énergétiques et d’indicateurs
de performance énergétique
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ISO/FDIS 50006:2023(E)
© ISO 2023
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-1214 Vernier, Geneva
Phone: + 41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland.
ii © ISO 2023 – All rights reserved
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ISO/FDIS 50006:2023(E)
Contents
Foreword . v
Introduction . vi
1 Scope . 1
2 Normative references . 1
3 Terms, definitions and abbreviated terms . 1
3.1 Terms and definitions . 1
3.2 Abbreviated terms . 4
4 Overview of EnPIs, EnBs and energy performance . 4
5 Obtaining relevant energy performance information . 6
5.1 Initial-energy-performance-related information . 6
5.2 Determining users of energy performance indicators . 6
5.3 Defining the energy performance indicator boundaries . 7
5.4 Defining and quantifying energy flows . 8
5.5 Defining and quantifying variables related to energy performance . 9
5.6 Collecting data . 10
5.6.1 Data collection . 10
5.6.2 Data quality . 10
5.6.3 Measurement . 11
5.6.4 Data collection frequency . 11
5.6.5 Identifying and analysing outliers . 11
6 Determining energy performance indicators . 12
6.1 General . 12
6.2 Expressing energy performance indicators . 12
6.2.1 Statistical model . 12
6.2.2 Aggregated models . 14
6.2.3 Engineering model . 14
7 Establishing energy baselines . 15
7.1 Concept of EnB . 15
7.2 Determining baseline period . 15
8 Normalization . 16
8.1 Concept of normalization . 16
8.2 Uncertainty of model . 16
9 Maintaining energy performance indicators and energy baselines . 16
9.1 General . 16
9.2 Static factor changes . 17
10 Monitoring and reporting of energy performance and demonstrating energy
performance improvement . 18
10.1 General . 18
10.2 Monitoring and reporting . 18
10.3 Demonstrating energy performance improvement . 19
Annex A (informative) EnPI and EnB planning process . 20
Annex B (informative) Examples of EnPI boundaries . 22
Annex C (informative) Examples of energy performance indicators . 24
Annex D (informative) Example of normalization stepwise process . 1
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ISO/FDIS 50006:2023(E)
Annex E (informative) Example of normalization . 3
Annex F (informative) Example of normalization — Multivariate–analysis . 9
Annex G (informative) Reporting aggregated information. 14
Bibliography . 15
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ISO/FDIS 50006:2023(E)
(SEC final revision) 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.
This second edition cancels and replaces the first edition (ISO 50006:2014), which has been technically
revised.
The main changes are as follows:
— concepts and technical aspects have been harmonized with the latest edition of ISO 50001:2018;
— definitions in Clause 3 have been updated in accordance with the latest edition of ISO 50001:2018
and considering a new approach for general harmonization under ISO/TC 301;
— upgrades have been made related to the normalization of energy performance indicators (EnPIs) and
corresponding energy baselines (EnBs);
— upgrades and new considerations have been made related to the new definition and requirement to
demonstrate energy performance improvement.
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.
© ISO 2023 – All rights reserved v
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ISO/FDIS 50006:2023(E)
Introduction
0.1 Background
Energy performance evaluation is a tool which applies to all types of organizations and can be used to
evaluate the results of its efforts in energy management. Relevant variables affect the energy
consumption and energy efficiency of organizations. To effectively evaluate energy performance under
equivalent conditions, the effects of relevant variables should be taken into account by using the process
of normalization.
Measuring and monitoring of energy performance and demonstration of energy performance
improvement can be challenging because of the complexity of determining energy performance
indicators (EnPIs) and corresponding energy baselines (EnBs) appropriate for an organization to better
understand the energy consumed within the facilities, equipment, systems or energy-using processes.
Improving energy performance helps organizations to become more competitive by reducing their
energy costs. In addition, improving energy performance can help organizations to reduce their energy-
related greenhouse gas emissions. Climate change and the need for decarbonization are major global
concerns. Reducing greenhouse gas emissions associated with energy consumption is a significant tool in
tackling climate change. Methods for monitoring and measuring energy performance to ensure
appropriate results are key aspects of this activity.
In those activities or processes in which no energy performance improvement has been planned, benefits
can also be obtained by using EnPIs and EnBs to manage operational control, identify maintenance needs
or identify significant deviations in energy performance.
Communicating the energy performance of the organization and its processes to appropriate person(s)
in the organization is a key element for success. It is also a key to building ongoing commitment and
engagement of the top management to allocate resources for energy management including the effective
establishment of EnPIs and EnBs.
The technical information in this document enables an organization to meet the requirements of
ISO 50001 including using normalization in measuring, monitoring, analysing and evaluating its energy
performance and energy performance improvement. In this way, it can demonstrate continual
improvement in energy performance using EnPIs and corresponding EnBs.
0.2 Overview of contents
This document provides an organization with practical guidance related to managing energy
performance, including its evaluation, control and continual improvement through the establishment, use
and maintenance of EnPIs and the corresponding EnBs.
This document gives guidance on the selection of appropriate EnPIs according to the objectives of the
organizations which can achieve significant benefits by implementing them.
This document is intended to guide an organization in establishing, using and maintaining EnPIs and
EnBs in accordance with the requirements in ISO 50001.
The process described in this document can provide benefits to any organization, including those that do
not have an EnMS. Nevertheless, more benefits can be obtained if this process is embedded within an
EnMS in accordance with ISO 50001.
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FINAL DRAFT INTERNATIONAL STANDARD ISO/FDIS 50006:2023(E)
Energy management systems — Evaluating energy performance
using energy performance indicators and energy baselines
1 Scope
This document gives guidance on how to establish, use and maintain energy performance indicators
(EnPIs) and energy baselines (EnBs) to evaluate energy performance in any organization including those
using ISO 50001. Additional guidance is given on how to measure and monitor energy performance and
demonstrate energy performance improvement.
This document is applicable to any organization, regardless of its type, size, complexity, geographical
location, organizational culture, the products and services it provides or its level of maturity in the field
of energy management.
2 Normative references
There are no normative references in this document.
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions 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/
3.1.1
baseline period
period of time used for comparison with reporting period (3.1.16)
Note 1 to entry: The purpose of the comparison can be monitoring of performance, evaluation of performance
improvement or determination of energy savings.
3.1.2
boundary
physical, virtual and/or organizational limits as defined by the entity for a stated purpose
Note 1 to entry: The entity may be an organization, (3.1.14), group of organizations, region(s), subset of an
organization or other depending on the application.
Note 2 to entry: Physical can be equipment, systems, a building, a process, a group of processes, a site, or multiple
sites, under the control of an organization.
3.1.3
energy
electricity, fuels, steam, heat, compressed air and other similar media
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ISO/FDIS 50006:2023(E)
Note 1 to entry: For the purposes of this document, energy refers to the various types of energy, including
renewable, which can be purchased, stored, treated, used in equipment or in a process, or recovered.
[SOURCE: ISO 50001:2018, 3.5.1]
3.1.4
energy baseline
EnB
value providing a basis for comparison of energy performance (3.1.9)
Note 1 to entry: The data and method used to determine the EnB shall be retained as documented information.
Note 2 to entry: If the process for determination of the EnB uses relevant variables (3.1.15) for normalization
(3.1.13) or if the EnB is adjusted for changes in static factors (3.1.18), the information shall be retained as
documented information.
Note 3 to entry: For the purpose of translation, the phrase normalized energy baseline is translated in some
languages as the phrase energy baseline after the normalization process.
3.1.5
energy consumption
quantity of energy (3.1.3) applied
Note 1 to entry: Energy consumption can be represented in volume (e.g. literslitres of fuel), mass, weight units or
energy units (e.g. GJ, kWh).
[SOURCE: ISO 50001:2018, 3.5.1 with addition of2, modified — Note 1] to entry added.]
3.1.6
energy efficiency
ratio or other quantitative relationship between an output of process and an input of energy (3.1.3)
EXAMPLE Conversion efficiency, energy required/energy used, output/input, theoretical energy used to
operate/energy used to operate.
Note 1 to entry: The output of a process can be products, services, or energy.
Note 2 to entry: Both input and output should be clearly specified in terms of quantity and quality, and should be
measurable.
3.1.7
energy use (preferred term)
energy end-use (admitted term)
application of energy (3.1.3)
EXAMPLE Ventilation, lighting, heating, cooling, transportation, processes, data storage.
Note 1 to entry: Energy use is based on “what the energy (3.1.3) is used for” as compared to energy consumption
(3.1.5) which is based on “how much energy is used”.
Note 2 to entry: This application can be from any energy type including renewables.
3.1.8
energy model
mathematical representation based on a data set describing the relationship between relevant variables
(3.1.15) and energy consumption (3.1.5) or energy efficiency (3.1.6) over a specified period of time
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ISO/FDIS 50006:2023(E)
Note 1 to entry: The specified period of time can represent different perspectives of time such as baseline period
(3.1.1), reporting period (3.1.16), or period that reflects standard conditions.
3.1.9
energy performance
measurable result(s) related to energy efficiency (3.1.6), energy use (3.1.7) and energy consumption (3.1.5)
3.1.10
energy performance indicator
EnPI
measure used to quantify energy performance (3.1.9)
Note 1 to entry: If the EnPI is used for the demonstration of energy performance improvement (3.1.11) it refers to
energy efficiency (3.1.6) or energy consumption (3.1.5).
Note 2 to entry: The EnPI is defined by the organization (3.1.14).
Note 3 to entry: EnPI(s) can be calculated by using aan energy model (3.1.8).
3.1.11
energy performance improvement
improvement in measurable results of energy efficiency (3.1.6) or energy consumption (3.1.5) related to
energy use (3.1.7), compared to the energy baseline (3.1.4)
3.1.12
energy target
quantifiable objective of energy performance improvement (3.1.11)
Note 1 to entry: An energy target can be included within an objective.
[SOURCE: ISO 50001:2018, 3.4.15]
3.1.13
normalization
process to enable analysis under equivalent or standard conditions
Note 1 to entry: Normalization can be used for the purpose of comparison of energy performance (3.1.9) or energy
performance improvement (3.1.11), which accounts for the changes in relevant variables (3.1.15).
3.1.14
organization
person or group of people that has its own functions with responsibilities, authorities and relationships
to achieve its objectives
Note 1 to entry: The concept of organization includes, but is not limited to, sole-trader, company, corporation, firm,
enterprise, authority, partnership, charity or institution, or part or combination thereof, whether incorporated or
not, public or private.
3.1.15
relevant variable
quantifiable factor that significantly impacts energy performance (3.1.9) and routinely changes
Note 1 to entry: Significance criteria are determined by the organization (3.1.14).
Note 2 to entry: In a statistical approach, relevant variables are identified from independent variables by using
significance criteria.
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ISO/FDIS 50006:2023(E)
EXAMPLE Weather conditions, operating conditions (indoor temperature, light level), working hours,
production output.
3.1.16
reporting period
defined period of time selected for evaluating energy performance (3.1.9) and energy performance
improvement (3.1.11)
Note 1 to entry: In this document, the concept of reporting period includes the concept of monitoring period.
3.1.17
significant energy use
SEU
energy use (3.1.7) accounting for substantial energy consumption (3.1.5) and/or offering considerable
potential for energy performance improvement (3.1.11)
Note 1 to entry: Significance criteria are determined by the organization (3.1.14).
Note 2 to entry: SEUs can be related to facilities, systems, processes or equipment.
[SOURCE: ISO 50001:2018, 3.5.6]
3.1.18
static factor
identified factor that significantly impacts energy performance (3.1.9) and does not routinely change
Note 1 to entry: Significance criteria are determined by the organization.
EXAMPLE Facility size, design of installed equipment, number of weekly shifts, range of products.
[SOURCE: ISO 50001:2018, 3.4.8]
3.2 Abbreviated terms
EnB energy baseline
EnMS energy management system
EnB energy baseline
EnPI energy performance indicator
SEU significant energy use
SEC specific energy consumption
SEU significant energy use
4 Overview of EnPIs, EnBs and energy performance
An organization establishes EnPIs and EnBs to measure and monitor energy performance and
demonstrate energy performance improvement.
EnPIs provide relevant energy performance information to interested parties (e.g. internal users, supply
chain), to understand its energy performance and take actions to control and improve energy
performance.
EnPI values quantify the energy performance of the whole organization or its various parts (e.g. facilities,
equipment, systems or energy using processes). Potential EnPIs need to be analysed to decide if they are
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ISO/FDIS 50006:2023(E)
appropriate before being selected. EnPIs can be expressed using an energy model and can be reported in
units of energy consumption (e.g. GJ, kWh) or energy efficiency (e.g. km/Ll).
Energy consumption of an organization maycan be significantly affected by relevant variables such as
weather, production, etc. If the organization has data which indicates that relevant variables significantly
affect energy performance, normalization should be carried out to enable comparison of energy
performance. Normalization is used to account for the changes in the relevant variables to monitor and
evaluate energy performance, and evaluate and demonstrate energy performance improvement.
Energy targets are set by the organization and may be based on identified and planned energy
performance improvement opportunities.
Figure 1 illustrates an example of the relationship between energy performance improvement, EnPIs,
EnBs, EnPI values and energy targets. Figure 1 also illustrates how energy performance improvement is
achieved when an EnPI value improves compared with the EnB, whether or not energy targets are met.
NOTE The trend of changing energy consumption indicates that there is (are) relevant variable(s) and
normalization is required.
Figure 1 — Example of conceptual relationship between energy performance, EnPIs, EnBs, EnPI
values and energy targets
The process to develop, use and update EnPIs and EnBs is described in detail in Clauses 5 to 10. This
process helps the organization to monitor and evaluate energy performance and demonstrate energy
performance improvement. The processes within the EnPIsEnPI and EnBsEnB planning are presented in
Annex A.
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ISO/FDIS 50006:2023(E)
Key
X time
Y energy consumption
NOTE The trend of changing energy consumption indicates that there is (are) relevant variable(s) and
normalization is required.
Figure 1 — Example of conceptual relationship between energy performance, EnPIs, EnBs, EnPI
values and energy targets
5 Obtaining relevant energy performance information
5.1 Initial-energy-performance-related information
Organizations should identify current types of energy uses and evaluate current and past energy
consumption and energy efficiency based on measurement and other data. Significant energy uses (SEUs)
are identified by analysing this information together with factors that affect energy performance.
This process helps to identify the SEUs and prioritize opportunities for energy performance
improvement.
NOTE This process is defined in ISO 50001:2018, 6.3 as “energy review”.
5.2 Determining users of energy performance indicators
EnPIs should be developed to meet the needs and expectations of different users and should be easily
understandable.
Multiple EnPIs can be required to meet user needs. Aligning the EnPI boundaries with functional roles
can ensure that the EnPIs meet user needs and that responsibility for managing the EnPI can be effectively
assigned.
EnPIs can be developed for internal or external users. Internal users can use EnPIs for a wide variety of
purposes such as, but not limited to, maintenance, operation, and energy performance evaluation.
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ISO/FDIS 50006:2023(E)
External users typically use EnPIEnPIs to meet information requirements derived from legal
requirements and other requirements (e.g. sustainability reports).
NOTE EnPIs and EnBs required for external purposes, such as those for government reporting, are not always
sufficient for managing energy performance improvement under ISO 50001 or for organizations wishing to
understand their actual energy performance improvement.
Table 1 describes some common EnPI users.
Table 1 — EnPI users
Types of EnPI users Typical needs
Top management Top management need information from EnPIs to understand the energy
performance of the organization and to support energy performance
improvement actions.
Energy management Group who supports the organization, including top management in: a) setting up
team an EnPI, b) maintaining an EnPI, c) monitoring EnBs, current EnPI values, values of
all relevant variables in predetermined intervals, d) setting energy targets and
calculating extent of achievement of energy target, e) conducting normalization and
comparison of current EnPI values with EnBs and energy target, f) reporting
of EnPI values and deviations, and g) interpreting the results.
Plant or facility Typically controls resources within the plant or facility and is responsible for
management results. The plant or facility manager should understand both planned energy
performance and investigate and respond to significant deviations of energy
performance and in financial terms. Plant or facility managers may use all of the
EnPIs in their plant or facility including the EnPI regarding its SEU, and
comparable EnPIs from other sites for benchmarking purposes.
Operation and Responsible for using EnPIs to control and ensure efficient operation by taking
maintenance actions for significant deviations in energy performance, eliminating energy
personnel waste and undertaking preventive maintenance. Operation and maintenance
personnel may use the EnPIs relevant to the process or equipment for which
they have responsibility.
Engineers Plan, execute and evaluate an energy performance improvement action using
suitable EnPIs for the action including the method(s) used to evaluate energy
performance improvement.
External users External userusers such as regulatory bodies, professional and sector associations,
EnMS auditors, customers, or other organizations maycan need information from
EnPIs to feed into their relevant processes.
EnPI owner Person who is responsible for monitoring, analysing and reporting an EnPI and its
values.
5.3 Def
...
FINAL
INTERNATIONAL ISO/FDIS
DRAFT
STANDARD 50006
ISO/TC 301
Energy management systems —
Secretariat: ANSI
Evaluating energy performance using
Voting begins on:
2023-02-08 energy performance indicators and
energy baselines
Voting terminates on:
2023-04-05
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ISO/FDIS 50006:2023(E)
FINAL
INTERNATIONAL ISO/FDIS
DRAFT
STANDARD 50006
ISO/TC 301
Energy management systems —
Secretariat: ANSI
Evaluating energy performance using
Voting begins on:
energy performance indicators and
energy baselines
Voting terminates on:
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ISO/FDIS 50006:2023(E)
Contents Page
Foreword .v
Introduction . vi
1 Scope . 1
2 Normative references . 1
3 Terms, definitions and abbreviated terms . 1
3.1 Terms and definitions . 1
3.2 Abbreviated terms . 4
4 Overview of EnPIs, EnBs and energy performance . 4
5 Obtaining relevant energy performance information . 5
5.1 Initial-energy-performance-related information . 5
5.2 Determining users of energy performance indicators . 5
5.3 Defining the energy performance indicator boundaries . 6
5.4 Defining and quantifying energy flows . 7
5.5 Defining and quantifying variables related to energy performance . 8
5.6 Collecting data . 9
5.6.1 Data collection . 9
5.6.2 Data quality . 9
5.6.3 Measurement . 10
5.6.4 Data collection frequency . 10
5.6.5 Identifying and analysing outliers . 10
6 Determining energy performance indicators .11
6.1 General . 11
6.2 Expressing energy performance indicators . 11
6.2.1 Statistical model . 11
6.2.2 Aggregated models . . 13
6.2.3 Engineering model . 13
7 Establishing energy baselines .14
7.1 Concept of EnB . 14
7.2 Determining baseline period . 14
8 Normalization .15
8.1 Concept of normalization . 15
8.2 Uncertainty of model . 15
9 Maintaining energy performance indicators and energy baselines .15
9.1 General . 15
9.2 Static factor changes . 16
10 Monitoring and reporting of energy performance and demonstrating energy
performance improvement .17
10.1 General . 17
10.2 Monitoring and reporting . 17
10.3 Demonstrating energy performance improvement . 17
Annex A (informative) EnPI and EnB planning process .19
Annex B (informative) Examples of EnPI boundaries .21
Annex C (informative) Examples of energy performance indicators .22
Annex D (informative) Example of normalization stepwise process .26
Annex E (informative) Example of normalization .28
Annex F (informative) Example of normalization — Multivariate–analysis .32
Annex G (informative) Reporting aggregated information .36
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ISO/FDIS 50006:2023(E)
Bibliography .37
iv
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ISO/FDIS 50006:2023(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 nongovernmental, 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.
This second edition cancels and replaces the first edition (ISO 50006:2014), which has been technically
revised.
The main changes are as follows:
— concepts and technical aspects have been harmonized with the latest edition of ISO 50001:2018;
— definitions in Clause 3 have been updated in accordance with the latest edition of ISO 50001:2018
and considering a new approach for general harmonization under ISO/TC 301;
— upgrades have been made related to the normalization of energy performance indicators (EnPIs)
and corresponding energy baselines (EnBs);
— upgrades and new considerations have been made related to the new definition and requirement to
demonstrate energy performance improvement.
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.
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ISO/FDIS 50006:2023(E)
Introduction
0.1 Background
Energy performance evaluation is a tool which applies to all types of organizations and can be used
to evaluate the results of its efforts in energy management. Relevant variables affect the energy
consumption and energy efficiency of organizations. To effectively evaluate energy performance under
equivalent conditions, the effects of relevant variables should be taken into account by using the process
of normalization.
Measuring and monitoring of energy performance and demonstration of energy performance
improvement can be challenging because of the complexity of determining energy performance
indicators (EnPIs) and corresponding energy baselines (EnBs) appropriate for an organization to better
understand the energy consumed within the facilities, equipment, systems or energy-using processes.
Improving energy performance helps organizations to become more competitive by reducing their
energy costs. In addition, improving energy performance can help organizations to reduce their energy-
related greenhouse gas emissions. Climate change and the need for decarbonization are major global
concerns. Reducing greenhouse gas emissions associated with energy consumption is a significant
tool in tackling climate change. Methods for monitoring and measuring energy performance to ensure
appropriate results are key aspects of this activity.
In those activities or processes in which no energy performance improvement has been planned,
benefits can also be obtained by using EnPIs and EnBs to manage operational control, identify
maintenance needs or identify significant deviations in energy performance.
Communicating the energy performance of the organization and its processes to appropriate person(s)
in the organization is a key element for success. It is also a key to building ongoing commitment and
engagement of top management to allocate resources for energy management including the effective
establishment of EnPIs and EnBs.
The technical information in this document enables an organization to meet the requirements of
ISO 50001 including using normalization in measuring, monitoring, analysing and evaluating its
energy performance and energy performance improvement. In this way, it can demonstrate continual
improvement in energy performance using EnPIs and corresponding EnBs.
0.2 Overview of contents
This document provides an organization with practical guidance related to managing energy
performance, including its evaluation, control and continual improvement through the establishment,
use and maintenance of EnPIs and the corresponding EnBs.
This document gives guidance on the selection of appropriate EnPIs according to the objectives of the
organizations which can achieve significant benefits by implementing them.
This document is intended to guide an organization in establishing, using and maintaining EnPIs and
EnBs in accordance with the requirements in ISO 50001.
The process described in this document can provide benefits to any organization, including those that
do not have an EnMS. Nevertheless, more benefits can be obtained if this process is embedded within
an EnMS in accordance with ISO 50001.
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FINAL DRAFT INTERNATIONAL STANDARD ISO/FDIS 50006:2023(E)
Energy management systems — Evaluating energy
performance using energy performance indicators and
energy baselines
1 Scope
This document gives guidance on how to establish, use and maintain energy performance indicators
(EnPIs) and energy baselines (EnBs) to evaluate energy performance in any organization including those
using ISO 50001. Additional guidance is given on how to measure and monitor energy performance and
demonstrate energy performance improvement.
This document is applicable to any organization, regardless of its type, size, complexity, geographical
location, organizational culture, the products and services it provides or its level of maturity in the field
of energy management.
2 Normative references
There are no normative references in this document.
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions 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/
3.1.1
baseline period
period of time used for comparison with reporting period (3.1.16)
Note 1 to entry: The purpose of the comparison can be monitoring of performance, evaluation of performance
improvement or determination of energy savings.
3.1.2
boundary
physical, virtual and/or organizational limits as defined by the entity for a stated purpose
Note 1 to entry: The entity may be an organization (3.1.14), group of organizations, region(s), subset of an
organization or other depending on the application.
Note 2 to entry: Physical can be equipment, systems, a building, a process, a group of processes, a site, or multiple
sites, under the control of an organization.
3.1.3
energy
electricity, fuels, steam, heat, compressed air and other similar media
Note 1 to entry: For the purposes of this document, energy refers to the various types of energy, including
renewable, which can be purchased, stored, treated, used in equipment or in a process, or recovered.
1
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[SOURCE: ISO 50001:2018, 3.5.1]
3.1.4
energy baseline
EnB
value providing a basis for comparison of energy performance (3.1.9)
Note 1 to entry: The data and method used to determine the EnB shall be retained as documented information.
Note 2 to entry: If the process for determination of the EnB uses relevant variables (3.1.15) for normalization
(3.1.13) or if the EnB is adjusted for changes in static factors (3.1.18), the information shall be retained as
documented information.
3.1.5
energy consumption
quantity of energy (3.1.3) applied
Note 1 to entry: Energy consumption can be represented in volume (e.g. litres of fuel), mass, weight units or
energy units (e.g. GJ, kWh).
[SOURCE: ISO 50001:2018, 3.5.2, modified — Note 1 to entry added.]
3.1.6
energy efficiency
ratio or other quantitative relationship between an output of process and an input of energy (3.1.3)
EXAMPLE Conversion efficiency, energy required/energy used, output/input, theoretical energy used to
operate/energy used to operate.
Note 1 to entry: The output of a process can be products, services, or energy.
Note 2 to entry: Both input and output should be clearly specified in terms of quantity and quality, and should be
measurable.
3.1.7
energy use
energy end-use
application of energy (3.1.3)
EXAMPLE Ventilation, lighting, heating, cooling, transportation, processes, data storage.
Note 1 to entry: Energy use is based on “what the energy is used for” as compared to energy consumption (3.1.5)
which is based on “how much energy is used”.
Note 2 to entry: This application can be from any energy type including renewables.
3.1.8
energy model
mathematical representation based on a data set describing the relationship between relevant variables
(3.1.15) and energy consumption (3.1.5) or energy efficiency (3.1.6) over a specified period of time
Note 1 to entry: The specified period of time can represent different perspectives of time such as baseline period
(3.1.1), reporting period (3.1.16), or period that reflects standard conditions.
3.1.9
energy performance
measurable result(s) related to energy efficiency (3.1.6), energy use (3.1.7) and energy consumption
(3.1.5)
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ISO/FDIS 50006:2023(E)
3.1.10
energy performance indicator
EnPI
measure used to quantify energy performance (3.1.9)
Note 1 to entry: If the EnPI is used for the demonstration of energy performance improvement (3.1.11) it refers to
energy efficiency (3.1.6) or energy consumption (3.1.5).
Note 2 to entry: The EnPI is defined by the organization (3.1.14).
Note 3 to entry: EnPI(s) can be calculated by using an energy model (3.1.8).
3.1.11
energy performance improvement
improvement in measurable results of energy efficiency (3.1.6) or energy consumption (3.1.5) related to
energy use (3.1.7), compared to the energy baseline (3.1.4)
3.1.12
energy target
quantifiable objective of energy performance improvement (3.1.11)
Note 1 to entry: An energy target can be included within an objective.
[SOURCE: ISO 50001:2018, 3.4.15]
3.1.13
normalization
process to enable analysis under equivalent or standard conditions
Note 1 to entry: Normalization can be used for the purpose of comparison of energy performance (3.1.9) or energy
performance improvement (3.1.11), which accounts for the changes in relevant variables (3.1.15).
3.1.14
organization
person or group of people that has its own functions with responsibilities, authorities and relationships
to achieve its objectives
Note 1 to entry: The concept of organization includes, but is not limited to, sole-trader, company, corporation, firm,
enterprise, authority, partnership, charity or institution, or part or combination thereof, whether incorporated
or not, public or private.
3.1.15
relevant variable
quantifiable factor that significantly impacts energy performance (3.1.9) and routinely changes
Note 1 to entry: Significance criteria are determined by the organization (3.1.14).
Note 2 to entry: In a statistical approach, relevant variables are identified from independent variables by using
significance criteria.
EXAMPLE Weather conditions, operating conditions (indoor temperature, light level), working hours,
production output.
3.1.16
reporting period
defined period of time selected for evaluating energy performance (3.1.9) and energy performance
improvement (3.1.11)
Note 1 to entry: In this document, the concept of reporting period includes the concept of monitoring period.
3
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ISO/FDIS 50006:2023(E)
3.1.17
significant energy use
SEU
energy use (3.1.7) accounting for substantial energy consumption (3.1.5) and/or offering considerable
potential for energy performance improvement (3.1.11)
Note 1 to entry: Significance criteria are determined by the organization (3.1.14).
Note 2 to entry: SEUs can be related to facilities, systems, processes or equipment.
[SOURCE: ISO 50001:2018, 3.5.6]
3.1.18
static factor
identified factor that significantly impacts energy performance (3.1.9) and does not routinely change
Note 1 to entry: Significance criteria are determined by the organization.
EXAMPLE Facility size, design of installed equipment, number of weekly shifts, range of products.
[SOURCE: ISO 50001:2018, 3.4.8]
3.2 Abbreviated terms
EnB energy baseline
EnMS energy management system
EnPI energy performance indicator
SEC specific energy consumption
SEU significant energy use
4 Overview of EnPIs, EnBs and energy performance
An organization establishes EnPIs and EnBs to measure and monitor energy performance and
demonstrate energy performance improvement.
EnPIs provide relevant energy performance information to interested parties (e.g. internal users,
supply chain), to understand energy performance and take actions to control and improve energy
performance.
EnPI values quantify the energy performance of the whole organization or its various parts (e.g.
facilities, equipment, systems or energy using processes). Potential EnPIs need to be analysed to decide
if they are appropriate before being selected. EnPIs can be expressed using an energy model and can be
reported in units of energy consumption (e.g. GJ, kWh) or energy efficiency (e.g. km/l).
Energy consumption of an organization can be significantly affected by relevant variables such
as weather, production, etc. If the organization has data which indicates that relevant variables
significantly affect energy performance, normalization should be carried out to enable comparison
of energy performance. Normalization is used to account for the changes in the relevant variables
to monitor and evaluate energy performance, and evaluate and demonstrate energy performance
improvement.
Energy targets are set by the organization and may be based on identified and planned energy
performance improvement opportunities.
Figure 1 illustrates an example of the relationship between energy performance improvement, EnPIs,
EnBs, EnPI values and energy targets. Figure 1 also illustrates how energy performance improvement
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ISO/FDIS 50006:2023(E)
is achieved when an EnPI value improves compared with the EnB, whether or not energy targets are
met.
The process to develop, use and update EnPIs and EnBs is described in detail in Clauses 5 to 10. This
process helps the organization to monitor and evaluate energy performance and demonstrate energy
performance improvement. The processes within the EnPI and EnB planning are presented in Annex A.
Key
X time
Y energy consumption
NOTE The trend of changing energy consumption indicates that there is (are) relevant variable(s) and
normalization is required.
Figure 1 — Example of conceptual relationship between energy performance, EnPIs, EnBs, EnPI
values and energy targets
5 Obtaining relevant energy performance information
5.1 Initial-energy-performance-related information
Organizations should identify current types of energy uses and evaluate current and past energy
consumption and energy efficiency based on measurement and other data. Significant energy uses
(SEUs) are identified by analysing this information together with factors that affect energy performance.
This process helps to identify the SEUs and prioritize opportunities for energy performance
improvement.
NOTE This process is defined in ISO 50001:2018, 6.3 as “energy review”.
5.2 Determining users of energy performance indicators
EnPIs should be developed to meet the needs and expectations of different users and should be easily
understandable.
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Multiple EnPIs can be required to meet user needs. Aligning the EnPI boundaries with functional
roles can ensure that the EnPIs meet user needs and that responsibility for managing the EnPI can be
effectively assigned.
EnPIs can be developed for internal or external users. Internal users can use EnPIs for a wide variety
of purposes such as, but not limited to, maintenance, operation and energy performance evaluation.
External users typically use EnPIs to meet information requirements derived from legal requirements
and other requirements (e.g. sustainability reports).
NOTE EnPIs and EnBs required for external purposes, such as those for government reporting, are not
always sufficient for managing energy performance improvement under ISO 50001 or for organizations wishing
to understand their actual energy performance improvement.
Table 1 describes some common EnPI users.
Table 1 — EnPI users
Types of EnPI users Typical needs
Top management Top management need information from EnPIs to understand the energy
performance of the organization and to support energy performance
improvement actions.
Energy management Group who supports the organization, including top management in: a) setting up
team an EnPI, b) maintaining an EnPI, c) monitoring EnBs, current EnPI values, values of
all relevant variables in p
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