ISO/TC 301 - Energy management and energy savings

This document gives guidance for organizations on establishing a phased approach to implement an energy management system (EnMS). This phased approach is intended to support and simplify the implementation of an EnMS for all types of organizations, in particular for small and medium-sized organizations (SMOs). This document gives guidance on the use of twelve core elements with four levels of maturity for each element to establish, implement, maintain and improve an EnMS that results in energy performance improvement. It enables the user of this document to implement a phased approach to achieve a level of energy management appropriate to its objectives and to build a strong foundation which can subsequently be extended towards meeting the requirements of ISO 50001:2018. This document is consistent with ISO 50001:2018 but does not cover all of its requirements.

This document specifies requirements for competence, consistency and impartiality in the auditing and certification of ISO 50001 energy management systems (EnMS) for bodies providing these services. In order to ensure the effectiveness of EnMS auditing, this document addresses the auditing process, the competence requirements for the personnel involved in the certification process for EnMS, the audit time and multi-site sampling.

This document gives guidelines for establishing, implementing, maintaining and improving a common energy management system (EnMS) for multiple organizations. This document follows the general structure used in ISO 50001:2018.

This document gives guidelines for methods for analysing changes in energy efficiency and energy consumption, and for measuring energy efficiency progress, for countries, regions and cities. It is composed of three different calculation methods: — evaluation of structure effects in the variation of energy intensity; — calculation of energy efficiency indices; — decomposition analysis of energy consumption variation. This document is applicable to providing an aggregated statistical evaluation for a country, region or city. It does not apply to calculating changes in the energy consumption or in energy efficiency at the individual consumer's level (e.g. households, organizations, companies).

This document gives practical guidelines and examples for establishing, implementing, maintaining and improving an energy management system (EnMS) in accordance with the systematic approach of ISO 50001:2018. The guidance in this document is applicable to any organization. This document does not provide guidance on how to develop an integrated management system. While the guidance in this document is consistent with the requirements of ISO 50001:2018, it does not provide interpretations of those requirements.

This document gives guidelines for how to compare and prioritize energy saving projects (EnSPs) before implementation, using economic and financial evaluation. It includes a common set of principles. This document is applicable to all EnSPs and energy performance improvement actions (EPIAs) that are developed by stakeholders and organizations for improving energy performance, irrespective of the type and size of an organization and its energy use and consumption. The methodology for quantification methods for predicted energy savings and measurement and verification (M&V) of the energy savings are not in the scope of this document. NOTE The methodology for the estimation of the energy savings is critical when determining cost savings. The methodology of the scenario generation (building) for future energy saving measures and actions is not covered by this document. General rules and methodologies within this document can be used either independently or in conjunction with other standards and protocols.

This document gives general technical guidelines for evaluating energy savings of thermal power plants before and/or after implementing energy performance improvement action(s) (EPIAs). It includes evaluation, unit component efficiency, indexes calculation, analyses and reporting. This document is applicable to existing thermal power generating units (TPGUs), where fossil fuels (e.g. coal, oil, natural gas) are combusted to generate electricity only or to supply thermal energy with the additional production of electricity (i.e. combined cycle power plants). NOTE A typical thermal power plant encompasses at least one TPGU. If there is more than one, the TPGUs can run independently. Results obtained in accordance with this document can be used either to evaluate the potential of energy savings or to determine fulfilment of contract guarantees. They do not provide a basis for comparison of the energy savings between TPGUs. This document does not prescribe performance tests or measurements for TPGU equipment components/systems, the sampling and analysis of the fuels used, substances added for control of emissions (e.g. halide, limestone) and by-products (e.g. ash, gypsum), and instruments to be employed, but it does specify parameters of interest in the determination of energy savings. Applicable procedures can be found in relevant documents (published or to be published).

This document specifies general methods for the calculation of predicted energy savings (PrES), using measure-based calculation methods, also known as bottom-up or energy performance improvement actions (EPIAs)-based methods (see ISO 17742). Indicator-based methods (see ISO 17742) and total-consumption-based methods (see ISO 50047) are not included in the scope of this document. This document provides general principles for categorizing and choosing the method, taking account of the context, targeted accuracy and resources available for calculating the PrES. It also provides guidance on the conditions for ensuring the quality of the PrES, their documentation and validation. It is applicable to calculation of PrES for any: — type of EPIA; — end-use sector; — energy end-use; — level of aggregation of energy savings; — stakeholder. NOTE 1 Stakeholders can include private or public organizations, energy auditors, energy services companies, energy and equipment suppliers, policy makers, etc. This document considers PrES from: — an EPIA; and/or — an action plan, programme or policy (aggregated energy savings). NOTE 2 An action plan, programme or policy can be implemented at different scales (organization, city, region, country). This document describes how to calculate PrES over a prediction period. It can be used to calculate PrES in terms of primary energy or final (or delivered) energy (as defined in ISO 50047 and ISO/IEC 13273-1).

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.

This document gives guidelines for how the energy management team (EnMT) in an organization can define, request and regularly access the data and information needed to implement an energy management system (EnMS) designed to continually improve energy performance in buildings. It is applicable to data provided by human processes or by building automation, control, information technology, or even accounting systems. If the building information system (BIS) is accessible by the EnMT, the BIS can facilitate the provision of data and information. This could include data used in determining significant energy uses (SEUs), managing to improve energy performance (including energy consumption, energy use and energy efficiency) through to the use of energy performance indicators (EnPIs). This document does not apply to: — residential or industrial buildings; — buildings containing an industrial process where the industrial processes cannot be separated from other uses. However, many of the principles in this document can be applied to these or other types of buildings. NOTE Industrial processes can include manufacturing, packaging, transportation, assembly, etc. It does not apply to building automation data communication protocols themselves. It is does not consider the selection of energy management software, hardware and control algorithms for automatically managing buildings.

This document specifies requirements for establishing, implementing, maintaining and improving an energy management system (EnMS). The intended outcome is to enable an organization to follow a systematic approach in achieving continual improvement of energy performance and the EnMS. This document: a) is applicable to any organization regardless of its type, size, complexity, geographical location, organizational culture or the products and services it provides; b) is applicable to activities affecting energy performance that are managed and controlled by the organization; c) is applicable irrespective of the quantity, use, or types of energy consumed; d) requires demonstration of continual energy performance improvement, but does not define levels of energy performance improvement to be achieved; e) can be used independently, or be aligned or integrated with other management systems. Annex A provides guidance for the use of this document. Annex B provides a comparison of this edition with the previous edition.

ISO 50007:2017 addresses the relevant elements of energy service provided by energy suppliers to users. It envisages energy service as including two broad categories: · energy supply/generation and distribution; · advice on and improvement to energy efficiency. ISO 50007:2017 provides best practice guidelines for energy service providers in order to continually improve their practices and quality of interaction with users. The following are within the scope of ISO 50007:2017: · definition of a language common to the different stakeholders; · definition of key components and characteristics of the energy service to users, with respect to their needs and expectations; · guidelines for satisfying users' needs and expectations; · assessment criteria for energy service to users; · introduction to performance indicators; · examples of performance indicators; · performance improvement; · education or training for users to understand the energy service provided by the energy service providers. The following are outside the scope of ISO 50007:2017: · topics relating to individual energy service, such as energy efficiency service provided to individual users of energy or services provided by energy service companies (ESCOs); · methods of design and construction of energy production, transmission and distribution systems; · management structure and methodology of operation and management of activities relating to energy services, including contracting with other energy service providers; · topics relating to energy services in systems inside buildings.

ISO 50047:2016 describes approaches for the determination of energy savings in organizations. It can be used by all organizations, whether or not they have an energy management system, such as ISO 50001. ISO 50047:2016 addresses the following topics in the context of energy savings: · establishing the purpose of determining energy savings; · determining boundaries; · energy accounting, including primary and delivered energy and the use of common energy units; · selecting an approach for the determination of energy savings; · establishing an energy baseline; · normalization of energy consumption; · determination of energy savings; · reporting and other matters. Specific methods for the measurement and verification of energy performance and its improvement are outside the scope of ISO 50047:2016.

ISO 17743:2016 establishes a methodological framework that applies to the calculation and reporting of energy savings from existing (implemented) and prospective measures and actions which intend to save energy. This framework standard will be applicable to other standards in the field of energy saving determination. ISO 17743:2016 addresses the following in the context of energy savings: - terminology; - definition of the system boundaries; - principles for the determination of a baseline; - principles for statistical indicator-based methods; - data used; - principles for reporting. The development of the methodology for measurement and verification of the energy savings is not in the scope of this International Standard. The methodology of construction of the scenarios for future energy saving measures and actions is not in the scope of this International Standard.

ISO 17741:2016 specifies the general technical rules for measurement, calculation and verification of energy savings in retrofits projects or new projects.

ISO 17742:2015 provides a general approach for energy efficiency and energy savings calculations with indicator-based and measure-based methods for the geographical entities countries, regions, and cities. ISO 17742:2015 considers all end-use sectors, such as households, industry, tertiary (services, etc.), agriculture, and transport. It does not incorporate calculation of energy efficiency and energy savings in energy supply sectors, such as power plants, refineries, and coal mines.

ISO/IEC 13273-2:2015 contains transversal concepts and their definitions in the subject field of renewable energy sources. This horizontal standard is primarily intended for use by technical committees in the preparation of standards in accordance with the principles laid down in IEC Guide 108.

ISO/IEC 13273-1:2015 contains transverse concepts and their definitions in the subject fields of energy efficiency. This horizontal standard is primarily intended for use by technical committees in the preparation of standards in accordance with the principles laid down in IEC Guide 108.

ISO 50006:2014 provides guidance to organizations on how to establish, use and maintain energy performance indicators (EnPIs) and energy baselines (EnBs) as part of the process of measuring energy performance. The guidance in ISO 50006:2014 is applicable to any organization, regardless of its size, type, location or level of maturity in the field of energy management.

ISO 50015:2014 establishes general principles and guidelines for the process of measurement and verification (M&V) of energy performance of an organization or its components. ISO 50015:2014 can be used independently, or in conjunction with other standards or protocols, and can be applied to all types of energy.

ISO 50002:2014 specifies the process requirements for carrying out an energy audit in relation to energy performance. It is applicable to all types of establishments and organizations, and all forms of energy and energy use. ISO 50002:2014 specifies the principles of carrying out energy audits, requirements for the common processes during energy audits, and deliverables for energy audits. ISO 50002:2014 does not address the requirements for selection and evaluation of the competence of bodies providing energy audit services, and it does not cover the auditing of an organization's energy management system, as these are described in ISO 50003. ISO 50002:2014 also provides informative guidance on its use.

ISO 50004:2014 provides practical guidance and examples for establishing, implementing, maintaining and improving an energy management system (EnMS) in accordance with the systematic approach of ISO 50001. The guidance in ISO 50004:2014 is applicable to any organization, regardless of its size, type, location or level of maturity. ISO 50004:2014 does not provide guidance on how to develop an integrated management system. While the guidance in ISO 50004:2014 is consistent with the ISO 50001 energy management system model, it is not intended to provide interpretations of the requirements of ISO 50001.

ISO 50003:2014 specifies requirements for competence, consistency and impartiality in the auditing and certification of energy management systems (EnMS) for bodies providing these services. In order to ensure the effectiveness of EnMS auditing, ISO 50003:2014 addresses the auditing process, competence requirements for personnel involved in the certification process for energy management systems, the duration of audits and multi-site sampling. ISO 50003:2014 is intended to be used in conjunction with ISO/IEC 17021:2011. The requirements of ISO/IEC 17021:2011 also apply to ISO 50003:2014.

ISO 50001:2011 specifies requirements for establishing, implementing, maintaining and improving an energy management system, whose purpose is to enable an organization to follow a systematic approach in achieving continual improvement of energy performance, including energy efficiency, energy use and consumption. ISO 50001:2011 specifies requirements applicable to energy use and consumption, including measurement, documentation and reporting, design and procurement practices for equipment, systems, processes and personnel that contribute to energy performance. ISO 50001:2011 applies to all variables affecting energy performance that can be monitored and influenced by the organization. ISO 50001:2011 does not prescribe specific performance criteria with respect to energy. ISO 50001:2011 has been designed to be used independently, but it can be aligned or integrated with other management systems. ISO 50001:2011 is applicable to any organization wishing to ensure that it conforms to its stated energy policy and wishing to demonstrate this to others, such conformity being confirmed either by means of self-evaluation and self-declaration of conformity, or by certification of the energy management system by an external organization. ISO 50001:2011 also provides, in Annex A, informative guidance on its use.