ISO 50021:2019

Energy management and energy savings — General guidelines for selecting energy savings evaluators

This document gives guidelines for selecting energy savings evaluators to determine ex-post (realized) energy savings for projects, organizations and regions. It gives general principles and identifies the key factors to consider. It also defines roles and responsibilities, recommends the required competence and provides key elements for assessing the knowledge and skills of energy savings evaluators. At the project and organization level, this document is applicable to both internal and external energy savings evaluators. Selecting evaluators who calculate predicted energy savings is out of the scope of this document.

Lignes directrices générales pour la sélection des personnes chargées d'évaluer les économies d'énergie

General Information

• Status: Published
• Publication Date: 18-Feb-2019
• ICS: 27.015 - Energy efficiency. Energy conservation in general
• Technical Committee: ISO/TC 301 - Energy management and energy savings
• Drafting Committee: ISO/TC 301 - Energy management and energy savings
• Current Stage: 9520 - Withdrawal ballot initiated
• Start Date: 15-Oct-2024
• Completion Date: 15-Oct-2024

Standards Content (Sample)

INTERNATIONAL ISO
STANDARD 50021
First edition
2019-02
Energy management and energy
savings — General guidelines for
selecting energy savings evaluators
Lignes directrices générales pour la sélection des personnes chargées
d'évaluer les économies d'énergie
Reference number
©
ISO 2019
© ISO 2019
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: [phone]
Fax: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland
ii © ISO 2019 – All rights reserved

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Considerations for selecting energy savings evaluators . 3
4.1 General . 3
4.2 Final objectives of the energy savings evaluation. 3
4.3 Subjects of the energy savings evaluation . 3
4.4 Approaches to the energy savings evaluation . 3
4.5 Reporting requirements . 4
4.6 Budgets for the energy savings evaluation . 4
5 Roles and responsibilities . 4
6 Principles for selecting energy savings evaluators . 5
6.1 General . 5
6.2 Confidentiality . 5
6.3 Impartiality . 5
6.4 Transparency . 6
6.5 Competence . 6
6.6 Professional conduct . 6
7 Competencies of energy savings evaluators . 6
7.1 General . 6
7.2 Knowledge and skills . 7
7.3 Demonstration of knowledge and skills . 7
7.3.1 General. 7
7.3.2 Education . 7
7.3.3 Experience . 7
7.3.4 Records and credentials . 7
Annex A (informative) Examples of selection methods for energy savings evaluators .8
Annex B (informative) Examples of the knowledge and skills of energy savings evaluators .9
Annex C (informative) Examples of demonstrating the knowledge and skills of energy
savings evaluators (education and experience) .13
Annex D (informative) Examples of credentials for energy savings evaluators .15
Bibliography .16
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www .iso
.org/iso/foreword .html.
This document was prepared by Technical Committee ISO/TC 301, Energy management and energy
savings.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/members .html.
iv © ISO 2019 – All rights reserved

Introduction
This document provides guidelines for the selection of energy savings evaluators, i.e. people conducting
energy savings evaluations who have the required knowledge and skills to determine energy savings
leading to credible and reliable results. Energy savings evaluations are widely used for assessing
programme effects and policy impacts, and for validation and/or verification of results at project,
organization and region levels.
At the project level, energy savings evaluation results can help entities reduce operating costs and
determine financial returns, help government regulators understand policy impacts, and help financing
institutions make loan or grant decisions.
At the organization level, energy savings evaluation results can help leaders of organizations reduce
operating costs and control risks.
At the region level, energy savings evaluation results can help governments understand and improve
the impacts of policies.
Evaluation methods to determine energy savings vary depending on the level (project, organization or
region). Different knowledge and skills are required for each level.
By selecting an appropriate energy savings evaluator with the required knowledge and skills, it
is possible to properly calculate the energy savings and to implement climate and energy policy
agreements appropriately.
INTERNATIONAL STANDARD ISO 50021:2019(E)
Energy management and energy savings — General
guidelines for selecting energy savings evaluators
1 Scope
This document gives guidelines for selecting energy savings evaluators to determine ex-post (realized)
energy savings for projects, organizations and regions. It gives general principles and identifies the key
factors to consider. It also defines roles and responsibilities, recommends the required competence and
provides key elements for assessing the knowledge and skills of energy savings evaluators.
At the project and organization level, this document is applicable to both internal and external energy
savings evaluators.
Selecting evaluators who calculate predicted energy savings is out of the scope of this document.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1
energy savings
reduction of energy consumption compared to an energy baseline
Note 1 to entry: Energy savings may be the result of implementation of an action(s) or of autonomous progress.
Note 2 to entry: An evaluation of savings from implementation of actions may need to identify the separate
impacts of the actions compared to other factors.
[SOURCE: ISO 17743:2016, 3.8, modified — The notes to entry have been replaced.]
3.2
energy savings evaluation
systematic process to measure, quantify, verify, analyse and report energy savings (3.1) within a defined
boundary
3.3
energy savings evaluator
individual, or a team of people, conducting an energy savings evaluation (3.2)
Note 1 to entry: The internal energy savings evaluator is affiliated with the implementer of the evaluated project
or evaluated organizations.
Note 2 to entry: The external energy savings evaluator who is being entrusted or commissioned is not affiliated
with the interested parties or entities to be evaluated.
3.4
lead energy savings evaluator
person who is competent to lead and/or review and provides assurance of consistency to relevant
requirements of an energy savings evaluation (3.2)
Note 1 to entry: A lead energy savings evaluator might also take part in an energy savings evaluation.
3.5
selector of energy savings evaluator
entity or personnel appointed by the client to choose an energy savings evaluator
Note 1 to entry: the client is an organization or a person requesting energy savings evaluation (3.2). The client
could be the responsible party, the programme administrator or the interested party.
3.6
objective
results to be achieved
Note 1 to entry: An objective can be strategic, tactical or operational.
Note 2 to entry: Objectives can relate to different disciplines (such as financial, health and safety, and
environmental goals) and can apply at different levels (such as strategic, organization-wide, project, product and
process).
Note 3 to entry: An objective can be expressed in other ways, e.g. as an intended outcome, a purpose, an
operational criterion, as an energy objective, or by the use of other words with similar meaning (e.g. aim, goal).
[SOURCE: ISO 50001:2018, 3.4.13, modified — Note 4 to entry has been deleted.]
3.7
competence
ability to apply knowledge (3.9) and skills (3.10) to achieve intended result
...

INTERNATIONAL ISO
STANDARD 50021
First edition
2019-02
Energy management and energy
savings — General guidelines for
selecting energy savings evaluators
Lignes directrices générales pour la sélection des personnes chargées
d'évaluer les économies d'énergie
Reference number
©
ISO 2019
© ISO 2019
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: [phone]
Fax: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland
ii © ISO 2019 – All rights reserved

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Considerations for selecting energy savings evaluators . 3
4.1 General . 3
4.2 Final objectives of the energy savings evaluation. 3
4.3 Subjects of the energy savings evaluation . 3
4.4 Approaches to the energy savings evaluation . 3
4.5 Reporting requirements . 4
4.6 Budgets for the energy savings evaluation . 4
5 Roles and responsibilities . 4
6 Principles for selecting energy savings evaluators . 5
6.1 General . 5
6.2 Confidentiality . 5
6.3 Impartiality . 5
6.4 Transparency . 6
6.5 Competence . 6
6.6 Professional conduct . 6
7 Competencies of energy savings evaluators . 6
7.1 General . 6
7.2 Knowledge and skills . 7
7.3 Demonstration of knowledge and skills . 7
7.3.1 General. 7
7.3.2 Education . 7
7.3.3 Experience . 7
7.3.4 Records and credentials . 7
Annex A (informative) Examples of selection methods for energy savings evaluators .8
Annex B (informative) Examples of the knowledge and skills of energy savings evaluators .9
Annex C (informative) Examples of demonstrating the knowledge and skills of energy
savings evaluators (education and experience) .13
Annex D (informative) Examples of credentials for energy savings evaluators .15
Bibliography .16
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www .iso
.org/iso/foreword .html.
This document was prepared by Technical Committee ISO/TC 301, Energy management and energy
savings.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/members .html.
iv © ISO 2019 – All rights reserved

Introduction
This document provides guidelines for the selection of energy savings evaluators, i.e. people conducting
energy savings evaluations who have the required knowledge and skills to determine energy savings
leading to credible and reliable results. Energy savings evaluations are widely used for assessing
programme effects and policy impacts, and for validation and/or verification of results at project,
organization and region levels.
At the project level, energy savings evaluation results can help entities reduce operating costs and
determine financial returns, help government regulators understand policy impacts, and help financing
institutions make loan or grant decisions.
At the organization level, energy savings evaluation results can help leaders of organizations reduce
operating costs and control risks.
At the region level, energy savings evaluation results can help governments understand and improve
the impacts of policies.
Evaluation methods to determine energy savings vary depending on the level (project, organization or
region). Different knowledge and skills are required for each level.
By selecting an appropriate energy savings evaluator with the required knowledge and skills, it
is possible to properly calculate the energy savings and to implement climate and energy policy
agreements appropriately.
INTERNATIONAL STANDARD ISO 50021:2019(E)
Energy management and energy savings — General
guidelines for selecting energy savings evaluators
1 Scope
This document gives guidelines for selecting energy savings evaluators to determine ex-post (realized)
energy savings for projects, organizations and regions. It gives general principles and identifies the key
factors to consider. It also defines roles and responsibilities, recommends the required competence and
provides key elements for assessing the knowledge and skills of energy savings evaluators.
At the project and organization level, this document is applicable to both internal and external energy
savings evaluators.
Selecting evaluators who calculate predicted energy savings is out of the scope of this document.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1
energy savings
reduction of energy consumption compared to an energy baseline
Note 1 to entry: Energy savings may be the result of implementation of an action(s) or of autonomous progress.
Note 2 to entry: An evaluation of savings from implementation of actions may need to identify the separate
impacts of the actions compared to other factors.
[SOURCE: ISO 17743:2016, 3.8, modified — The notes to entry have been replaced.]
3.2
energy savings evaluation
systematic process to measure, quantify, verify, analyse and report energy savings (3.1) within a defined
boundary
3.3
energy savings evaluator
individual, or a team of people, conducting an energy savings evaluation (3.2)
Note 1 to entry: The internal energy savings evaluator is affiliated with the implementer of the evaluated project
or evaluated organizations.
Note 2 to entry: The external energy savings evaluator who is being entrusted or commissioned is not affiliated
with the interested parties or entities to be evaluated.
3.4
lead energy savings evaluator
person who is competent to lead and/or review and provides assurance of consistency to relevant
requirements of an energy savings evaluation (3.2)
Note 1 to entry: A lead energy savings evaluator might also take part in an energy savings evaluation.
3.5
selector of energy savings evaluator
entity or personnel appointed by the client to choose an energy savings evaluator
Note 1 to entry: the client is an organization or a person requesting energy savings evaluation (3.2). The client
could be the responsible party, the programme administrator or the interested party.
3.6
objective
results to be achieved
Note 1 to entry: An objective can be strategic, tactical or operational.
Note 2 to entry: Objectives can relate to different disciplines (such as financial, health and safety, and
environmental goals) and can apply at different levels (such as strategic, organization-wide, project, product and
process).
Note 3 to entry: An objective can be expressed in other ways, e.g. as an intended outcome, a purpose, an
operational criterion, as an energy objective, or by the use of other words with similar meaning (e.g. aim, goal).
[SOURCE: ISO 50001:2018, 3.4.13, modified — Note 4 to entry has been deleted.]
3.7
competence
ability to apply knowledge (3.9) and skills (3.10) to achieve intended result
...