Introduction to ISO 50002:

How it fits into ISO 50001 family of standards

Kit Oung

 ... We have practical engineering options to reduce

current energy demand by 73% ...

... 25% energy can be saved with relatively little or no cost

plus no significantly changes in lifestyles and practices. ...

... anticipated annual baseline 0.9% energy efficiency

improvement...

Why Energy Reduction Works Fail?

Lack of leadership by policy makers
Energy providers want to maintain status quo

Failure of assess the side effects or consequence

Uncertainty over the viability
Leadership attitudes towards avoiding new costs
Insufficient collaboration among stakeholders
Inadequate R&D and funding by governments
Corporate cultural resistance to new ideas
Financial constraints e.g. high hurdle rates
Poor innovation by suppliers & business partners
0%

5%

Source: The Future of Energy. A Harvard Business Review Analytical Services Report.

10%

15%

20%

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The Five Forces in Managing Energy

Management
System

Tools &
Techniques

Information &
Insight

Organisational
Engagement

Global Adoption of Management

Systems Standards
ISO9001 (1987)

ISO14001 (1996)

ISO50001 (2011)

1,200,000

1,000,000

09001
14001
50001

Global Standards Adoption

800,000

Yr 1
356
257
459

Yr 2
2,169
1,491
1,981

Yr 3
6,245
4,433
5,056 (MTD)

600,000

400,000

200,000

0
1

10

11

12

13

14

15

Years Since Inception

16

17

18

19

20

21

22

23

24

25

26

ISO 50001 family of standards

ISO 50001
ISO FDIS 50002
Energy Audit

ISO DIS 50006

EnPI & Baseline

ISO ?
Calculation

ISO FDIS 50003

EnMS Audit

ISO DIS 50015

M&V

ISO ?
M&V Competency

ISO FDIS 50004

EnMS Implement

ISO ?
Energy Data

ISO ?
Audit Competency

ISO ?
Energy Services

ISO 50002 and ISO 50001

Harmonises with ISO 50001
Applies the principle of energy performance
Includes use, consumption, and efficiency
ISO 50002 is not a requirement for ISO 50001
Energy audit is one of many methods to identify
opportunities for improvement
Organisation can choose which method is wants to use
Can be used as input into ISO 50001 Energy Review
Using consistent method such as ISO 50002 can facilitate appleto-apple benchmarking across several similar sites

Introduction to ISO 50002

Based on EN 16247-1
Builds consensus over a wider sample of countries
Key players from Europe, North America, South America,
Africa, Asia Pacific
Can be used with internal, external or a combination of resources
Improvements:
Amplifies the importance of communication, roles,
responsibilities and authorities
Adds data measurements
Break down analysis into smaller groups of work

ISO 50002 and EN 16247-1

Energy audit
planning [5.2]

5.1 General
Opening
Data collection
5.2 Energy audit planning
meeting [5.3]
[5.4]
5.3 Opening meeting
5.4 Data collection
5.5 Measurement plan
Measurement
5.6 Conducting the site visit
plan [5.5]
5.6.1 Management of field work
5.6.2 Site visits
5.7 Analysis
Conducting the
site visit [5.6]
5.7.1 General
5.7.2 Analysis of current energy performance
5.7.3 Identification of improvement opportunities
Analysis [5.7]
5.7.4 Evaluation of improvement opportunities
5.8 Energy audit reporting
5.8.1 General
Energy audit
5.8.2 Energy audit report content
reporting [5.8]
5.9 Closing meeting
Closing meeting
[5.9]

> 95% of organisations are SMEs

ISO 50002 introduces 3 types of audits in informative annex
Suitable for both large organisations and SMEs
All 3 types of audit conform to the normative requirements
Type 1 is suitable for high level overview
Suitable for majority of small organisations
Others can use this to prioritise areas for investigation

Type 2 is suitable where more technical details is required

Type 3 is for opportunities with high capital cost and risk

Why International experts introduced

3 types of audits?
Organisations tend not to carry out detailed audit of the whole
organisation as one exercise
Have knowledge / insight of high-level overview of
consumption and areas of significant savings
Targeted audits to drill down to details
Opportunities may:
Be just do it
Need further studies to quantify savings and costs
Have high capital cost or incur higher business risk
needing senior management approval
Very common in Asia/Pacific, South Asia, Americas and Africa

Example: Australia and New Zealand

Australia and New Zealand is revising their energy audit standard
Based on the principles of ISO 50002
Interlink the regulatory requirements
Tighten up the conditions when the various types of energy
audit are to be used
Creating sub-parts for:
Buildings
Processes
Transport

Example: United Kingdom

When carrying out an energy assessment to comply with Energy
Savings Opportunity Scheme (ESOS)
Large enterprise can choose to use ISO 50002
Example application could be:
Type 1 to define scope and boundary, and high level
opportunities/areas for analysis
Type 2 to rapidly identify and quantify opportunities
Type 3 to do detailed feasibility on high cost or high risk
opportunities
Utilises competent lead energy assessor to PAS 51215

Timeline for ISO 50002

FDIS ballot opens
FDIS ballot results

March 2014
June 2014

Expected publication

Q3 2014

Introduction to ISO 50002:

How it fits into ISO 50001 family of standards
Kit Oung