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
Definition of roles, responsibilities, and authorities
Identification of additional resources that will be needed
Definition of the scope and boundary of the system
Development of the overall Energy Policy, with its commitments.

5. CORE PROCESS MAPPING AND PLANNING

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

Registration to ISO 50001

Energy Management System is a
joint effort between you and your
registrar. Begin with implementing
your ISO 50001 Energy Management
System and then partner with SAI
Global to complete and maintain
your registration.

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

The follow-up action items from that Management Review will
allow for further improvement in performance as the system
cycles forward.

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Canada: (800) 465-3717
Mexico: 01-800-0125491
client.services@qmi-saiglobal.com
www.qmi-saiglobal.com

Rev 03/2012

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