Full-Service ISO 50001 energy Management System

ISO 50001 Energy Management

System – Implementation Checklist

1. Purchase the ISO 50001 Standard

Purchase the ISO 50001 standard from SAI Global Infostore http://infostore.saiglobal.com/

2. CONDUCT TRAINING
Understand how energy management systems apply to your organization by attending ISO 50001 Training. ISO
50001 Training is recommended not only for your Core team but also Top Management. SAI Global offers an ISO
50001 – Overview Course for those who need a basic understanding of the strategic and business issues related
to ISO 50001, including executive and senior managers. ISO 50001 - Understanding and Implementation Course
would be recommended for your core ISO 50001 team.

3. PERFORM A GAP ASSESSMENT

A Gap Assessment is recommended to assess whether your implementation plan (tasks, resources, timelines) is
adequate and to identify those areas that there are “gaps” to be filled to implement a complete ISO 50001 system.
It will also allow your organization to identify whether there is an opportunity to integrate ISO 50001 with your other
management systems or build upon existing energy conservation efforts underway within your facility.

4. LEADERSHIP TEAM COMMITMENT

▪▪ Selection of management representatives and energy
management team Registration to ISO 50001
▪▪ Definition of roles, responsibilities, and authorities
Energy Management System is a
▪▪ Identification of additional resources that will be needed
joint effort between you and your
▪▪ Definition of the scope and boundary of the system registrar. Begin with implementing
▪▪ Development of the overall Energy Policy, with its commitments. your ISO 50001 Energy Management
System and then partner with SAI
5. CORE PROCESS MAPPING AND PLANNING Global to complete and maintain
your registration.
The establishment of the Energy Policy and its commitments will
provide the framework needed for the Planning Portion of the Energy
Management System and requires the following:

▪▪ Energy Review – Significant Energy Uses / Baseline and EnPIs

▪▪ Legal & Other Requirements / Initial Compliance Evaluation
▪▪ Objectives, Targets and Management Programs
▪▪ Linkages to Operational Controls and Monitoring & Measurement
6. DOCUMENTATION INVENTORY
Develop and update documents needed for an EnMS, such as procedures, work instructions, or forms.

7. IMPLEMENT YOUR ISO 50001 ENERGY MANAGEMENT SYSTEM

Complete the actual roll-out of the documentation and incorporate the Energy Management System components into
the core business processes and procedure.

8. ADDITIONAL TRAINING AND COMMUNICATIONS STRATEGIES

A second-stage of training is recommended so that the employees can engage in the implementation process and
can immediately apply what they have learned in the training. This second-stage of training will support:

▪▪ Specific Training and Competence Modules to Support Implementation

▪▪ Awareness Training – Facility-Wide
▪▪ Internal Auditor Training
▪▪ An Overall Communications Strategy – Internal and External – needed to support implementation.

9. ESTABLISH KEY MEASURABLES AND EVALUATE

Energy Management System performance needs to be measured, monitored & evaluated for continual improvement.

10. INTERNAL AUDITS

Will provide an accurate picture of the implementation process and will help to discover those areas that are in full
conformance, as well as those areas that may still require additional focus. Remember that a complete internal audit
is required prior to the certification process.

11. DEVELOP NON-CONFORMITIES, CORRECTION, CORRECTIVE & PREVENTIVE ACTIONS

Any previously identified non-conformities should be verified as effectively corrected and closed.

12. CONDUCT MANAGEMENT REVIEW

A management review is crucial at the end of the implementation to
confirm that the system is fully functioning and that the organization
is ready for a certification assessment.

13. FOLLOW-UP AND CONTINUAL IMPROVEMENT US: (800) 247-0802

The follow-up action items from that Management Review will Canada: (800) 465-3717
Mexico: 01-800-0125491
allow for further improvement in performance as the system
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