Lesson 1: Overview and Introduction to Energy Management Systems
Learning Outcomes
By the end of this lesson, you should be able to:
- Understand energy and emissions management concepts
- Apply the Deming Cycle in the context of management systems
- Recognise the role of ISO as an organisation and its standards
- Comprehend the ISO 50001 standard, including its overview, framework, and requirements
- Define key terms and concepts from clauses 3.1 to 5 of the ISO 50001 standard
Video Duration: xx minutes approximately
Lesson Notes
Energy and Emission, Energy Management
- Environmental concerns are crucial for global business sustainability and impact long-term organisational development
- Government initiatives and high costs of natural resources highlight the importance of addressing energy issues
- Climate change, driven by greenhouse gases, leads to global warming and extreme weather patterns in our world
- Fossil fuels remain dominant despite renewable energy advancements; however international agreements aim to reduce GHG emissions
- Recent IPCC reports stress inadequate climate action but also highlight that energy management is vital to halving GHG emissions by 2030 and cut to zero by 2050
Four Graphs and Charts – to be added once ref links provided (Slide 7)
- Per capita CO2 emissions
- Energy use per person 223
- Global primary energy consumption by source
- TBA
Need heading (Slide 8)
- Energy costs significantly impact business operations and purchases
- Fossil fuels dominate energy expenses and affect stability and profitability
- Accessing to fossil fuel concerns businesses
- Reducing fossil fuel dependency requires investment in alternative energy
- Assess investments are crucial based on future energy price scenarios and risks
No image supplied for Graphic – need reference link or more information
Investment vs Technical feasibility
Need reference link or source details for image
Deming Cycle, Management Systems
The PDCA cycle has four stages:
- Plan: determine goals for a process and needed changes to achieve them
- Do: implement the changes
- Check: evaluate the results in terms of performance
- Act: standardise and stabilise the change or begin the cycle again, depending on the results
The ISO50001 or Energy Management System (EnMS) is based on Plan-Do-Check-Act (PDCA) continual improvement framework.
ISO Organisation and Standards
The International Organisation for Standardisation (ISO) is an international nongovernmental organisation made up of national standards bodies that develops and publishes a wide range of proprietary, industrial and commercial standards.
- Founded in 1947, headquartered in Geneva, Switzerland
- Publishes technical reports, technical specifications, publicly available specifications, technical corrigenda and guides
- An important role in facilitating world trade by providing common standards among different countries
- Covers all fields, from healthcare to technology to manufacturing to security to the environment
Need source or ref links to image – ISO: Global standards for trusted goods and services
- ISO management system standards include ISO 9001, 14001, 50001
- Over 80 MSS exist, all structured to work together
- Harmonised Structure makes integrating multiple MSS intuitive and easy
- To benefit from implementing these standards you won’t need to get certified
- The benefits of an effective management system for an organisation include:
- More efficient use of resources and improved financial performance
- Improved risk management
- Increased capability to deliver consistent and improved services and products
ISO does not perform certification and certification is not the only way to show conformity to standards.
ISO 50001: Overview, Framework and Requirements
Timeline:
- 2007: The UN agent asks for an energy standard
- 2011: first edition of ISO 50001
- 2018: second edition of ISO 50001
- 2024: release an amendment for climate action
Overview:
- ISO 50001, first published in 2011, is an energy management standard
- Developed after a 2007 UNIDO request and global input
- Over 100 organisations in 26 countries certified by early 2012
- Latest edition ISO 50001:2024 includes updates on climate action
- ISO 50001 complements standards like ISO 9001 and ISO 14001
- Edition ISO 50001:2018 is the one taught in this module
- ISO 50001’s global adoption by 2030 could save $600 billion, reduce 6,500 Mt CO2 emissions
Framework:
- ISO 50001 offers a framework for energy management systems based on continual improvement
- It follows the PDCA cycle: Plan, Do, Check, Act which indicates:
- Planning to set context, policy, review, identify uses and set indicators
- Doing the plan, control operations, and ensure competence
- Checking which means monitor, measure, analyse and auditing energy performance
- Acting or addressing nonconformities and enhancing energy performance
- ISO 50001 can be integrated with other standards and existing business processes
Need reference link for image above
Requirements:
- ISO 50001 guides organisations to reduce energy costs through effective management
- Capable business managers are required to provide clear leadership
- It is flexible and applicable to all organisation sizes, industries and complexities
- It is consistent with ISO 9000 Quality and ISO 14000 Environmental Management Systems
- It sets out a list of requirements to be met, each associated with the 4 steps of PDCA
- The standard aims to improve energy performance through monitored and influenced factors
- Organisations can choose how to demonstrate their compliance with the standard
- ISO 50001:2018 allows self-declaration or formal certification for conformity
- The benefits for your organisation should be well understood and assessed before implementation
Heading needed for Slide 16 or does this carry on from requirments??
- Save the organisation money by increasing energy efficiency and/or reducing and more effectively managing energy generation or usage
- Reduce the generation of greenhouse gas (GHG) emissions that the majority of the scientific community believes is the principal driver behind global climate change
- Promote improved public relations by demonstrating that the organisation is making measurable and tangible efforts (ISO 50001) to manage energy
Six Benefits of ISO 50001
Energy management in accordance with ISO 50001:
- Unified Structure: A high level structure facilities further certification to other standards
- Sustainability: improve your energy balance and reduce your CO2 emissions
- Profitability: Increase profitability and secure competitive advantages through lower energy costs
- Transparency: Identify potential optimisation for energy use
- Awareness: Raise employee awareness to encourage more efficient energy use
- Branding: Enhance branding by documenting evidence of your energy awareness and improved performance
Terms and Definitions (Clause 3.1-5)
Each topic in our lessons is linked to a specific ISO 50001:2018 (Clause number shown in brackets).
Clauses:
- Organisation (3.1.1): A person or group with its functions, responsibilities, and relationships, including various forms like companies or charities
- Top Management (3.1.2): The highest-level authority in an organisation, responsible for delegation and resource provision within the defined scope
- Boundary (3.1.3): The physical or organisational limits of an organisation, such as processes or sites, defined by the organisation itself
- Scope (3.1.4): Activities that you will address trough the energy management system and it can relate to one or more boundaries
- Requirements (3.3.1): a set of statements and clauses to be met by actions, documentation, and records – these are the core components of the ISO 50001 guide
- Compliances (3.3.2): The conformities, and non-conformities are terms to use if a requirement is fully met or partially met
We want to clarify the key terms and define them clearly before using them in this module.
Terms:
- “shall” indicates a requirement
- “should” indicates a recommendation
- “can” indicates a possibility or a capability
- “may” indicates a permission
Consistent terminology helps external auditors reference the documents accurately.