ISO 50001 - Energy management system

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ISO 50001 - Energy management system

Lo standard specifica i requisiti per creare, avviare, mantenere e migliorare un sistema di gestione dell'energia. L'obiettivo di tale sistema è di consentire che un'organizzazione persegua, con un approccio sistematico, il miglioramento continuo della propria prestazione energetica comprendendo in questa l'efficienza energetica nonchè il consumo e l'uso dell'energia.

Definisce, inoltre, i requisiti applicabili all'uso e consumo dell'energia, includendo l'attività di misurazione, di documentazione e di reportistica, di progettazione e d'acquisto per le attrezzature, i processi e il personale che contribuiscono alla definizione della prestazione energetica.

Si applica a tutti i fattori che concorrono a determinare la prestazione energetica e che possono essere controllati e influenzati dall'organizzazione. La norma però non definisce specifici criteri di prestazione energetica.

La norma è stata sviluppata per essere utilizzata in maniera indipendente anche se può essere integrata con altri sistemi di gestione.

E'applicabile ad ogni organizzazione che desideri assicurarsi di essere conforme alla propria politica energetica e dimostrare tale conformità ad altri mediante autovalutazione e autodichiarazione di conformità o mediante certificazione di terza parte del proprio sistema di gestione dell'energia. La norma fornisce inoltre delle linea guida per il suo utilizzo.

ISO 50001:2011(en)
Energy management systems - Requirements with guidance for use

UNI CEI EN ISO 50001:2011
Sistemi di gestione dell'energia - Requisiti e linee guida per l'uso
La presente norma è la versione ufficiale della norma europea EN ISO 50001 (edizione ottobre 2011) e tiene conto delle correzioni introdotte il 25 gennaio 2012 (EC 1-2012 UNI CEI EN ISO 50001:2011).

Update  27 Novembre 2017

Draft ISO 5001 vers. 2018

Come tutti gli standard internazionali, ISO 50001 è stato sottoposto a revisione periodica per garantire che continui a soddisfare le esigenze in rapida evoluzione del settore energetico.

Questo lavoro viene svolto dal comitato tecnico ISO responsabile della gestione energetica e del risparmio energetico (ISO/TC 301), il cui segretariato è detenuto da ANSI , membro ISO per gli Stati Uniti, in un accordo di gemellaggio con il membro ISO per la Cina, SAC . Di seguito, si riportano i principali cambiamenti con l'aiuto di Deann Desai, professore al Georgia Institute of Technology e Convenor del gruppo di lavoro incaricato di rivedere lo standard.

"Forse il cambiamento più importante per la versione 2018 è l'incorporazione della struttura di alto livello, che fornisce una migliore compatibilità con altri standard del sistema di gestione." La struttura di alto livello (HLS) è un concetto semplice ed efficace. "Poiché le organizzazioni spesso implementano una serie di standard per i sistemi di gestione, l'uso di una struttura condivisa, così come molti degli stessi termini e definizioni, aiuta a mantenere le cose semplici", spiega il Prof. Desai. Ciò è particolarmente utile per le organizzazioni che scelgono di gestire un singolo sistema di gestione (a volte chiamato "integrato") in grado di soddisfare contemporaneamente i requisiti di due o più standard del sistema di gestione .

Il Prof. Desai prosegue: "Ci sono altri miglioramenti nella versione 2018 per aiutare a garantire che i concetti chiave relativi alle prestazioni energetiche siano chiari per le piccole e medie imprese (PMI)." Questo è importante per incoraggiare l'adozione dell'uso della gestione standard di sistema da parte delle PMI, che a volte presumono che i benefici degli standard internazionali si applichino soprattutto alle imprese multinazionali. 

Con l'efficienza energetica che gioca un ruolo chiave nel raggiungimento degli obiettivi sociali e ambientali per tutte le dimensioni aziendali, promuovere l'adozione della ISO 50001 è anche una parte importante del lavoro del Prof. Desai. Diverse iniziative che hanno contribuito ad aumentare l'uso della ISO 50001 in tutto il mondo, tra cui il Clean Energy Ministerial (CEM) e l'Organizzazione delle Nazioni Unite per lo sviluppo industriale (UNIDO).

The Clean Energy Ministerial è un programma globale di premi che riconosce le organizzazioni leader per i loro risultati nella gestione energetica e l'uso della ISO 50001 per affrontare le sfide energetiche e climatiche. Le organizzazioni certificate ISO 50001 sono invitate a presentare casi di studio per il riconoscimento. 

La bozza di norma internazionale ISO/DIS 50001 è stata approvata a novembre 2017 e la nuova versione di ISO 50001 dovrebbe essere pubblicata nel 2018.

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Preview ISO 50001:2011(en) Energy management systems - Requirements with guidance for use

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.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote.

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.

ISO 50001 was prepared by Project Committee ISO/PC 242, Energy Management.

Introduction

The purpose of this International Standard is to enable organizations to establish the systems and processes necessary to improve energy performance, including energy efficiency, use and consumption. Implementation of this International Standard is intended to lead to reductions in greenhouse gas emissions and other related environmental impacts and energy cost through systematic management of energy. This International Standard is applicable to all types and sizes of organizations, irrespective of geographical, cultural or social conditions. Successful implementation depends on commitment from all levels and functions of the organization, and especially from top management.
This International Standard specifies energy management system (EnMS) requirements, upon which an organization can develop and implement an energy policy, and establish objectives, targets, and action plans which take into account legal requirements and information related to significant energy use. An EnMS enables an organization to achieve its policy commitments, take action as needed to improve its energy performance and demonstrate the conformity of the system to the requirements of thisInternational Standard. This International Standard applies to the activities under the control of the organization, and application of this International Standard can be tailored to fit the specific requirements of the organization, including the complexity of the system, degree of documentation, and resources.

This International Standard is based on the Plan - Do - Check - Act (PDCA) continual improvement framework and incorporates energy management into everyday organizational practices, as illustrated in Figure 1.

NOTE In the context of energy management, the PDCA approach can be outlined as follows:

- Plan: conduct the energy review and establish the baseline, energy performance indicators (EnPIs), objectives, targets and action plans necessary to deliver results that will improve energy performance in accordance with the organization's energy policy;
- Do: implement the energy management action plans;
- Check: monitor and measure processes and the key characteristics of operations that determine energy performance against the energy policy and objectives, and report the results;
- Act: take actions to continually improve energy performance and the EnMS.

Figure 1 — Energy management system model for this International Standard

Worldwide application of this International Standard contributes to more efficient use of available energy sources, to enhanced competitiveness and to reducing greenhouse gas emissions and other related environmental impacts. This International
Standard is applicable irrespective of the types of energy used.
 
This International Standard can be used for certification, registration and self-declaration of an organization's EnMS. It does not establish absolute requirements for energy performance beyond the commitments in the energy policy of the organization and its obligation to comply with applicable legal requirements and other requirements. Thus, two organizations carrying out similar operations, but having different energy performance, can both conform to its requirements.
 
This International Standard is based on the common elements of ISO management system standards, ensuring a high level of compatibility notably with ISO 9001 and ISO 14001.

NOTE Annex B shows the relationship between this International Standard and ISO 9001:2008ISO 14001:2004 and ISO 22000:2005.

An organization can choose to integrate this International Standard with other management systems, including those related to quality, the environment and occupational health and safety.

1 Scope

This International Standard 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.

This International Standard 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.

This International Standard applies to all variables affecting energy performance that can be monitored and influenced by the organization. This International Standard does not prescribe specific performance criteria with respect to energy.

This International Standard has been designed to be used independently, but it can be aligned or integrated with other management systems.
 
This International Standard 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.
 
This International Standard also provides, in Annex A, informative guidance on its use.

2 Normative references

Normative references are cited. This clause is included in order to retain clause numbering identical with other ISO management system standards.
 
For the purposes of this document, the following terms and definitions apply.
3 Terms and definitions
 
3.1
boundaries
physical or site limits and/or organizational limits as defined by the organization
EXAMPLE:
A process; a group of processes; a site; an entire organization; multiple sites under the control of an organization.
 
3.2
continual improvement
recurring process which results in enhancement of energy performance and the energy management system
Note 1 to entry: The process of establishing objectives and finding opportunities for improvement is a continual process.
Note 2 to entry: Continual improvement achieves improvements in overall energy performance, consistent with the organization's energy policy.
 
3.3
correction
 
action to eliminate a detected nonconformity (3.21)
Note 1 to entry: Adapted from ISO 9000:2005, definition 3.6.6.
 
3.4
corrective action
action to eliminate the cause of a detected nonconformity (3.21)
 
Note 1 to entry: There can be more than one cause for a nonconformity.
Note 2 to entry: Corrective action is taken to prevent recurrence whereas preventive action is taken to prevent occurrence.
Note 3 to entry: Adapted from ISO 9000:2005, definition 3.6.5
 
3.5
energy
electricity, fuels, steam, heat, compressed air, and other like media
 
Note 1 to entry: For the purposes of this International Standard, energy refers to the various forms of energy, including renewable, which can be purchased, stored, treated, used in equipment or in a process, or recovered.
Note 2 to entry: Energy can be defined as the capacity of a system to produce external activity or perform work.
 
3.6
energy baseline
quantitative reference(s) providing a basis for comparison of energy performance
 
Note 1 to entry: An energy baseline reflects a specified period of time.
Note 2 to entry: An energy baseline can be normalized using variables which affect energy use and/or consumption, e.g. production level, degree days (outdoor temperature), etc.
Note 3 to entry: The energy baseline is also used for calculation of energy savings, as a reference before and after implementation of energy performance improvement actions.
 
3.7
energy consumption
quantity of energy applied
 
3.8
energy efficiency
ratio or other quantitative relationship between an output of performance, service, goods or energy, and an input of energy
 
EXAMPLE:
Conversion efficiency; energy required/energy used; output/input; theoretical energy used to operate/energy used to operate.
 
Note 1 to entry: Both input and output need to be clearly specified in quantity and quality, and be measurable.
 
3.9
energy management system
EnMS
set of interrelated or interacting elements to establish an energy policy and energy objectives, and processes and procedures to achieve those objectives
 
3.10
energy management team
person(s) responsible for effective implementation of the energy management system activities and for delivering energy performance improvements
 
Note 1 to entry: The size and nature of the organization, and available resources, will determine the size of the team. The team may be one person, such as the management representative.
 
3.11
energy objective
specified outcome or achievement set to meet the organization's energy policy related to improved energy performance
 
3.12
energy performance
 
Note 1 to entry: In the context of energy management systems, results can be measured against the organization's energy policy, objectives, targets and other energy performance requirements.
Note 2 to entry: Corrective action is taken to prevent recurrence whereas preventive action is taken to prevent occurrence.
 
3.13
energy performance indicator
EnPI
quantitative value or measure of energy performance, as defined by the organization
 
Note 1 to entry: EnPIs could be expressed as a simple metric, ratio or a more complex model.
 
3.14
energy policy
statement by the organization of its overall intentions and direction of an organization related to its energy performance, as formally expressed by top management
 
Note 1 to entry: The energy policy provides a framework for action and for the setting of energy objectives and energy targets.
 
3.15
energy review
determination of the organization's energy performance based on data and other information, leading to identification of opportunities for improvement
 
Note 1 to entry: In other regional or national standards, concepts such as identification and review of energy aspects or energy profile are included in the concept of energy review.
 
3.16
energy services
activities and their results related to the provision and/or use of energy
 
3.17
energy target
detailed and quantifiable energy performance requirement, applicable to the organization or parts thereof, that arises from the energy objective and that needs to be set and met in order to achieve this objective
 
3.18
energy use
manner or kind of application of energy
EXAMPLE:
Ventilation; lighting; heating; cooling; transportation; processes; production lines.
 
3.19
interested party
person or group concerned with, or affected by, the energy performance of the organization
 
3.20
internal audit
systematic, independent and documented process for obtaining evidence and evaluating it objectively in order to determine the extent to which requirements are fulfilled
SEE:   
 
3.21
nonconformity
non-fulfilment of a requirement
[SOURCE: ISO 9000:2005, definition 3.6.2 ]
 
3.22
organization
company, corporation, firm, enterprise, authority or institution, or part or combination thereof, whether incorporated or not, public or private, that has its own functions and administration and that has the authority to control its energy use and consumption
 
Note 1 to entry: An organization can be a person or a group of people.
 
3.23
preventive action
action to eliminate the cause of a potential nonconformity (3.21)
 
Note 1 to entry: There can be more than one cause for a potential nonconformity.
Note 2 to entry: Preventive action is taken to prevent occurrence, whereas corrective action is taken to prevent recurrence.
Note 3 to entry: Adapted from ISO 9000:2005, definition 3.6.4.
 
3.24
procedure
specified way to carry out an activity or a process
 
Note 1 to entry: Procedures can be documented or not.
Note 2 to entry: When a procedure is documented, the term “written procedure” or “documented procedure” is frequently used.
Note 3 to entry: Adapted from ISO 9000:2005, definition 3.4.5.
 
3.25
record
document stating results achieved or providing evidence of activities performed
 
Note 1 to entry: Records can be used, for example, to document traceability and to provide evidence of verification, preventive action and corrective action.
Note 2 to entry: Adapted from ISO 9000:2005, definition 3.7.6.
 
3.26
scope
extent of activities, facilities and decisions that the organization addresses through an EnMS, which can include several boundaries
 
Note 1 to entry: The scope can include energy related to transport.
 
3.27
significant energy use
energy use accounting for substantial energy consumption and/or offering considerable potential for energy performance improvement
 
Note 1 to entry: Significance criteria are determined by the organization.
 
3.28
top management
person or group of people who directs and controls an organization at the highest level
 
Note 1 to entry: Top management controls the organization defined within the scope and boundaries of the energy management system.
Note 2 to entry: Adapted from ISO 9000:2005, definition 3.2.7.
 
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ISO 50001 - Energy management systems

Year of publication: 2016 | Edition: 1 (in allegato)

Learn more about ISO's standard for helping organizations manage their energy performance.

...

ISO 50001 - Energy management systems - A practical guide for SMEs

Year of publication: 2015 | Edition: 1

Designed to be used alongside ISO 50001, this handbook provides concrete examples and guidance for SMEs implementing energy efficiency measures, without the need for investment in new technology or systems.

Preview in allegato.

Fonte:
ISO
UNI

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