Introduction to

“Guidebook for ISO 50001 Energy Management System”

 Content
• Background of the Guidebook

• How to use the Guidebook?

• Tips on Establishing ISO 50001 Energy

Management System
 Background of the Guidebook
A Support Programme for SMEs to Adopt the
ISO 50001 Energy Management System Standard
• Funded by SME Development Fund, Trade and Industry Department, HKSAR
Government
• Organizer
◦ The Hong Kong Electronic Industries Association

• Implementation Agent
◦ Hong Kong Productivity Council
• Supporting Organizations
◦ Centre Testing International (Hong Kong) Co., Limited
◦ IBM China/Hong Kong Limited
◦ SGS Hong Kong Limited
◦ The Hong Kong General Chamber of Small and Medium Business
 Support Programme Contents
Reference
Training Sessions
Guide

Outreach
Initial Review
Dissemination

Seminars
Support Hotline
Programme
“Guidebook for ISO 50001 Energy
Management System”
 How can the Guidebook Help?
• Understand the core elements and how to
achieve the ISO 50001 Standard
• Develop skills to identify key processes and to
develop controls and documentation
• Understand the certification process of ISO
50001
• Evaluate readiness of implementing an ISO
50001 EnMS
Core Sections in the Guidebook
Overview of ISO 50001 Standard

Improvement on Energy
Performance

Process and Auditing

Requirements of ISO 50001
Certification

Industry Experience Sharing

Self Evaluation Checklist

 ISO 50001 in Short
• Plan – Do – Check – Act (PDCA) Cycle
Management Responsibility
Energy Policy
Management Review Energy Planning
- Input to Management Review - Legal Requirements & Other
- Output to Management Review Requirements
- Energy Review
- Energy Baseline
ACT PLAN - Energy Performance Indicators
- Energy Objectives, Targets &
Objectives

 Competence, Training &

 Monitoring, Measurement and Analysis Awareness
 Evaluation of Compliance with Legal
Requirements and Other Requirements
CHECK DO  Communication
 Documentation
 Internal Audit of the EnMS  Operational Control
 Nonconformities, Correction, Corrective  Design
Action and Preventive Action  Procurement of Energy
 Control of Records Services, Products, Equipment
& Energy
Overview of ISO 50001 Standard
• ISO 50001 Standard
Says…..

• Elaboration on how to adopt

the requirements in
operations

• Provision of examples and

template on Energy Policy,
Energy Profile etc.
Improvement on Energy Performance

• Cases illustration on energy

saving technologies
applicable to “All Industry
Sectors” and “10 Specific
Industry Sectors”

• 22 cases are included

• Each case includes the

applicability, operation
principle, problem addressed
and cost effectiveness
Process and Auditing Requirements of
ISO 50001 Certification

• ISO 50001 Certification

Process

• Certification Requirements
Industry Experience Sharing
• Collating practical
experience from companies
in developing and
implementing ISO 50001
EnMS

• Sharing from five companies

• Valuable experience in how

to deal with the difficulties
encountered
Self Evaluation Checklist
• Enable companies to
determine their gap
and readiness against
the ISO 50001
Standard
 Tips on Establishing
ISO 50001 Energy Management System

PLAN
Energy Planning
 Develop energy profile
 Identify the areas of
significant energy use
 Identify Energy
Performance
Indicators
 Identify, prioritize, and
record opportunities
for improving energy
performance
DO CHECK
Implementation and Monitoring, Measurement
Operation and Analysis
 Ensure competence of  Closely monitor energy
staff
performance
 Effective control and
improve areas of
significant energy use
 Procurement of energy
services, products,
equipment and energy
 Tips on Establishing
ISO 50001 Energy Management System
Energy Planning
• Develop Energy Profile for • Identify the areas of significant
Energy Review and Baseline energy use

 Identify the facilities,

 Conduct a comprehensive
energy review
 Analyze energy use based
on measurement and other
data
 Identify the variables
equipment, systems,
processes and personnel
that significantly affect
energy use and
consumption, e.g.
equipment lists with
breakdown of loading
affecting significant energy
 Tips on Establishing
ISO 50001 Energy Management System
Energy Planning
• Identify, prioritize, and record
• Identify Energy Performance opportunities for improving
Indicators energy performance

 measure the energy

performance
 Relate energy  Establish the criteria which
consumption, cost or may be important for your
environmental impact to priorities
an appropriate
organizational output e.g. energy efficiency,
payback period, etc.
 Review and compare the
energy baseline as
appropriate
 Tips on Establishing
ISO 50001 Energy Management System
Implementation and Operation
• Ensure • Effective control and • Procurement of energy
competence of improve areas of services, products,
staff significant energy use equipment and energy

 Establish and set

 Inform suppliers that
 Provide criteria for the
procurement is
appropriate effective operation
partly evaluated on
training on and maintenance of
the basis of energy
energy significant energy
performance
management uses
 Establish energy-
 Conduct  Communicate the
related procurement
assessment operational controls
criteria for energy
after training to staff members
using products
and contractors
 Tips on Establishing
ISO 50001 Energy Management System

Checking
• Closely monitor energy performance

 Monitor, measure and analyze the key characteristics of

its operations that affect energy performance at planned
intervals
 Define an energy measurement plan
 Define and periodically review the measurement needs
 Calibrate the measuring equipment at planned intervals
 Thank You

Website:
http://www.hkeia.org/iso50001/