4 steps to establishing an ISO 50001 energy …...ISO 50001 TÜV SÜD ISO 50001 Slide 4 You also...
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A guide to ISO 50001 4 steps to establishing an ISO 50001 energy management system TÜV SÜD
4 steps to establishing an ISO 50001 energy …...ISO 50001 TÜV SÜD ISO 50001 Slide 4 You also have to think about the rising demand for energy. This means that energy intensive
A guide to ISO 50001 4 steps to establishing an ISO 50001 energy management system
TÜV SÜD
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Presentation Notes
Hello and welcome to this webinar about the four steps you need to go through to become ISO 50001 certified. (click)
Why watch this webinar?
Drive profitability
Increase overall productivity
Increase overall efficiency
TÜV SÜD Slide 2 ISO 50001
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You may be asking yourself: why should I watch this webinar? Well, if you’re looking to (click) drive profitability, (click) increase overall energy efficiency and (click) productivity, this webinar is for you. (click)
Why should you care?
20-50%
more energy used by businesses
TÜV SÜD Slide 3 ISO 50001
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Businesses have a lot to worry about. Competition has never been more intense so it’s harder to produce truly valued goods and services. This means turning a profit is more challenging than ever. And then there’s also the problem of employee retention. So with these fundamental business problems to worry about, why should you care about having better energy efficiency? After all, for most businesses, the cost of energy is a fraction of the total cost of operations. Would you care if you knew that many companies use 20 to 50 percent more energy than they need? But this waste can be reduced by investing in more efficient equipment. It’s one of the most cost-effective investments you can make because the rate of return is often significant and the savings are generally tax-free. (click)
Impact of rising energy demand
Demand for energy is increasing
Better energy efficiency needed
ISO 50001
TÜV SÜD Slide 4 ISO 50001
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You also have to think about the rising demand for energy. This means that energy intensive organisations must find ways to move beyond simple conservation efforts. They need programs and practices that actually increase energy efficiency. (click) This is where ISO 50001 can help. It’s an energy management system that drives efficiency and profitability by systematically optimising energy performance in all processes. (click)
What is ISO 50001?
A standard with the purpose of helping organisations establish systems and processes needed to improve energy performance.
TÜV SÜD Slide 5 ISO 50001
Energy performance
Energy consumption Energy efficiency Energy use
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(click) ISO 50001 is a standard with the purpose of helping organisations establish systems and processes needed to improve energy performance. (click) Energy performance is defined as the measurable results related to (click) energy consumption, (click) energy efficiency and (click) energy use. The improvement of energy performance is therefore related to the reduction of energy consumption, improvement of energy efficiency and decision on the type of energy use.
The Plan-Do-Check-Act cycle
TÜV SÜD Slide 6 ISO 50001
Energy policy
Energy planning
Implementation and operation
Nonconformities, correction, corrective and preventive
action
Monitoring, measurement and analysis
Internal audits of the EnMS
Management review
Checking
Continual improvement
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The ISO 50001 standard incorporates energy management into everyday organisational practices based on the ‘Plan-Do-Check-Act’ management system model. This Plan-Do-Check-Act model also forms the basis in other standards such as ISO 9001 and ISO 14001. Therefore, companies with an existing management system standards may find ISO 50001 easier to implement as the basis for the management system is already implemented with other standards.
Benefits of ISO 50001 certification
Benefits:
Better use of existing assets
Facilitate communication
Promote best practices and reinforce good energy management behaviours
Evaluate and prioritise energy efficient technologies
Promote energy efficiency
Foster energy management improvements for greenhouse gas emission
TÜV SÜD Slide 7 ISO 50001
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There are numerous benefits that can be achieved by adopting an ISO 50001-compliant energy management system. (click) Firstly, it helps your business make better use of its energy. (click) Then it facilitates communication about the management of energy resources. (click) It also promotes energy management best practices and reinforces good energy management behaviours. (click) It’ll help you to objectively evaluate and prioritise the use of energy-efficient technologies.(click) It can also play a role in promoting energy efficiency throughout the entire supply chain. (click) And finally, it can lead to reductions in greenhouse gas emissions. Now that we’ve summarised the many benefits, let’s move on to the next important question. (click)
An ISO 50001-compliant energy system
How do you establish an ISO 50001 compliant energy system?
TÜV SÜD Slide 8 ISO 50001
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How do you establish an energy management system that is ISO 50001 compliant? (click)
Getting started
COMMITMENT DATA FOUR PART PROCESS
Developing and implementing an EnMS requires a significant undertaking:
TÜV SÜD Slide 9 ISO 50001
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It’s not easy to do this and requires a significant undertaking on two fronts. (click) The first is commitment. The commitment and support of senior management is critical. The team responsible for implementing this must consist of personnel from various parts of the organisation. (click) The second is to identify data. This includes information from bills for all types of energy you use. You’ll also need to identify the equipment and systems that consume the majority of this energy. (click) After that, there’s a four step process involved in the implementation and maintenance of the energy management system. (click)
The 4 phases of ISO 50001 implementation and maintenance
TÜV SÜD Slide 10 ISO 50001
ENERGY PLANNING
IMPLEMENTATION AND OPERATION CHECKING MANAGEMENT
REVIEW
In the energy planning phase, an organisation
profiles the energy used in a facility, and
identifies specific projects to improve energy efficiency.
During the implementation and operation phase, an
organisation initiates the specific energy
improvement projects that have been
identified, supplemented by support systems that reinforce those efforts.
In this phase, organisations assess the progress made in
individual projects and towards energy
objectives on the basis of defined targets. They
also measure and monitor energy
consumption, including the relevant variables,
and energy performance indicators.
During the management review phase, an
organisation reviews the energy management system to ensure that it is achieving the overall
goals and objectives related to increased
energy efficiency.
Presenter
Presentation Notes
Note to VO talent: Please include a longer pause between energy planning, implementation and operation, checking and management review. The implementation and maintenance of an ISO 50001 compliant energy system typically involves four phases – (click) Energy planning, (click) implementation and operation, (click) checking and (click) management review. The steps required in each of the 4 phases will be covered in detail over the next few slides.
1. Energy planning
1
Energy Review Thorough review of current energy consumption with the goal of identifying areas of significant energy use and prioritising opportunities for improvement.
Energy Baseline Provides information necessary to establish an organisation's energy baseline, so that changes in energy performance can be measured.
TÜV SÜD Slide 11 ISO 50001
Identify EnPIs Energy review- Identify appropriate ENPIs
Objectives and Goals Define objectives and goals based on identified opportunities for improvement
Ensure consistency with organisation energy policy
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The first step in the process is planning. A clearly defined and documented plan goes a long way to ensuring success. Energy planning involves four major components. (click) The first is conducting an energy review of current energy consumption. This review will help you to see exactly where significant amounts of energy are being consumed and will show you where improvements can be made. It’ll also reveal where you can get the greatest return in energy efficiency. (click) The second planning activity is about establishing an energy baseline. The information you get from the energy review provides everything you need to establish a baseline. This allows comparisons in energy performance to be made. (click) The third planning activity involves identifying energy performance indicators. The information from the energy review is needed so you can identify and define these indicators. These are then used to monitor and measure energy performance. The mode of measurement can be something as simple as a ratio of energy consumption over time. Or it could be more complex like energy consumption per unit of production. (click) The last planning activity is about setting energy objectives, targets and action plans. These are based on the opportunities for improvements which you’ll have defined through the activities mentioned earlier. The objectives and targets should be consistent with your energy policy. You should also set your objectives and targets against timelines. Energy action plans should identify the people responsible for implementation. They should give a time frame for completion. They should include a statement about the method used to verify results. And finally, they should show how energy improvements are verified.
1. Energy planning
1 TÜV SÜD Slide 12 ISO 50001
MOST IMPORTANT MEASURES BY CATEGORY FOR SELECTED INDUSTRIES
Ventilators: Volume flow adjustment Process heat: Heat recovery from exhaust of process plants
Compressed Air: Usage of heat recovery Cooling: Heat recovery from waste heat
Space Heating: Heat recovery from supply air and exhaust air Cooling: Usage of free cooling
Compressed Air: Elimination of leakage from the network Process Heat: Additional exhaust heat exchanger at steam boiler
Pumps: Increase of temperature spread of cooling network Process heat: Preheating of the combustion air
Compressed air: Reduction of start sequence and share of idle time Space Heating: Usage of process exhaust heat for preheating of air
Ventilators: Usage of more efficient aggregates Process heat: Replacement/modification of existing thermal/regenerative post combustion
Pumps: Demand-controlled use of pumps in the cooling network
Ventilators
Process heat (without pumps)
Compressed Air
Pumps
Space heating (without pumps)
Cooling (without pumps)
Source: Okotec Energiemanagement GmbH / Prognos AG 2012
0% 1% 2% 3% 4% 5% 6%
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It is important to identify the critical areas of improvement in the energy planning stage. Listed on the slide, are the most important energy saving measures by category for selected industries based on a study by research firm Prognos.
2. Implementation and operation
2
Routine update to employees on EnP and EnMS Facilitate two-way communications so employees can provide
feedback
Competence training and awareness
Ensure employees are knowledgeable about the benefits and requirements of the energy management system.
Communication
TÜV SÜD Slide 13 ISO 50001
Documentation (either hard or soft copy) of the core elements of the energy management system.
Document control Procedures to review and update as necessary / available when required
Documentation
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Now let’s move on the second of the four step process: How to put the energy management system into use and how to operate it. There are 7 stages to this. We’ll look at each of these starting with competence training and awareness. (click) For the system to be effective, all personnel involved must know how implement it. They should also be fully informed about how the energy management system contributes to the organisation. (click) The second activity focuses on effective and regular communication between the management and employees. All employees should be routinely updated about energy performance and the energy management system. Everyone involved should also allowed to make suggestions to improve the system. (click) Thirdly, documentation of the core elements of the energy management system must be done either in paper or electronic form. (click) Now let’s look at document control, the fourth implementation and operation activity. It’s important to establish and maintain a procedure to approve and update documents. All documentation has to be available when required. (click)
2. Implementation and operation
2
Consider energy improvement as part of design process when considering new / modified / renovated assets
Procurement Criteria on energy use, consumption & efficiency Inform suppliers about energy performance requirements
Design
TÜV SÜD Slide 14 ISO 50001
Operational control Ensure consistency with organisation’s policy
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(click) Operational control is the fifth activity. This works hand in hand with the results of the energy review. It is a key part of the implementation and operational phase and has to be consistent with your energy policy, objectives, targets and action plans. Operating criteria needs to be established for the effective operation of significant energy uses to reduce the risk of deviations from effective energy performance. (click) The sixth activity under implementation and operation is the design process. Energy performance improvements can be achieved when installing new equipment or developing new processes. So think about these opportunities during the design process. This is equally true of renovated equipment or modified systems. (click) The seventh and final component of the implementation and operation step is the procurement of energy services, products and equipment. It’s important that you establish criteria about energy consumption and efficiency when procuring energy-using products. This includes anything that will significantly impact your company’s energy performance. And finally, make sure you let your suppliers know that procurement decisions are based in part on energy performance. (click)
Monitoring, measurement and analysis
3. Checking
3
Significant energy use Variables contributing to significant energy use EnPIs Effectiveness of action plans Comparison and evaluation
Compliance Legal requirements and any other applicable standards
Internal audit of EnMS Ensure conformity, findings to be documented and reported
TÜV SÜD Slide 15 ISO 50001
Corrective and preventive actions
Should be taken to address any non-conformities with the planned operation of the organisation’s energy management system.
Records control Maintenance of records Demonstrate on-going compliance to EnMS and ISO 50001
Presenter
Presentation Notes
The third step of the ISO 50001 process involves the continuous checking of the key characteristics of your energy performance. To get the results you want, it’s essential that you meet objectives, hit targets and follow action plans. There are five key elements to the checking step, (click) starting with monitoring, measuring and analysis. There are five key areas that have to be monitored, measured and analysed. First, you need to look at where significant energy is being used, which would have identified during the energy review The second are the variables contributing to significant energy use. Third are the energy performance indicators. The fourth area is the effectiveness of action plans. These map out the energy objectives and targets. And the fifth area is a comparison and evaluation of actual versus projected energy consumption. The results from the monitoring and measurement have to be documented. If you find significant deviations in energy performance, you must investigate these. It’s also important that the equipment used for monitoring and measuring provides accurate and repeatable data. So this means you have to keep records of equipment calibration. (click) Now let’s move on to the second key element of the checking phase. This involves compliance with legal and other requirements. It’s vital that you periodically review compliance issues and other applicable standards and guidelines. (click) The third key element of the checking phase is the internal audit of the energy management system. Internal audits of the energy management system should be conducted at planned intervals. This helps ensure that the system conforms and is producing the energy improvements it’s supposed to. The findings of the audits should be documented and reported to management. (click) The fourth element is corrective and preventive actions. These should be taken to address any non-conformities with the planned operation of the organisation’s energy management system to prevent any further non-conformities from happening again. (click) The fifth and final element of the checking phase is records control. This involves the maintenance of records which demonstrate the organisation’s on-going compliance with its energy management system and ISO 50001. It should also include provisions for records retention and retrieval. (click)
Preparing the management review
Objective look at overall effort
4. Management review
4
Progress briefing Results of targets and action plans Overall effectiveness of EnMS
Follow-up actions from earlier management reviews Review of organisation’s energy policy Review of energy performance and related EnPIs Evaluation of compliance with legal and regulatory requirements Assessment of objectives and targets met Audit results Status of corrective or preventive actions Projections of future energy performance Additional recommendations
TÜV SÜD Slide 16 ISO 50001
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Now we move on to the final of the four steps, the management review. There are three parts to this. First, taking an objective look at the overall effort. Second, preparing the management review. And third, the outcome of the review. Let’s look at the first part. (click) This involves looking objectively at the overall effort from a strategic point of view. (click) It typically includes a briefing for senior management on the progress, (click) results of targets and action plans, (click) and the overall effectiveness of the system. (click) You then have to think about preparing for the review. There are several stages which need to be considered and evaluated in conjunction with the energy management system (click) First, there are the follow-up actions from any earlier management reviews. (click) Then there’s a review of the organisation’s energy policy. (click) This is followed by a review of the energy performance and related energy performance indicators. (click) Then comes an evaluation of compliance with legal and regulatory requirements. Don’t forget to include any other applicable guidelines or standards. (click) You’ll then need to look at the objectives and targets of the energy policy. You need to assess to what extent they are being met. (click) This is followed by looking at the results from the audit of the energy management system. (click) Next is a review of the status of any corrective or preventive actions. (click) Then there are projections about future energy performance. (click) And finally, you have to consider additional recommendations for improvement. (click)
4. Management review
4
Decisions or actions made in the following areas: Energy performance Energy policy EnPIs EnMS objectives & targets Allocation of resources to energy management activities
Outcome of review
TÜV SÜD Slide 17 ISO 50001
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Now we’ll look at the outcome of the review. (click) This will result in decisions or actions affecting certain areas of your organisation: (click) First, there’s the energy performance of the organisation. (Click) Then there’s the energy policy. (Click) Next are the energy performance indicators. (Click) The objectives, targets or other elements of your energy management system may also be affected. (Click) And finally, you may have to look again at the allocation of resources to energy management activities. (click)
ISO 50001 and roadmap to improved energy management system
Effective energy management is increasingly important ISO 50001 certification is a clear roadmap for you to implement and maintain an effective EnMS
TÜV SÜD Slide 18 ISO 50001
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Presentation Notes
That covers the four steps you’ll need to follow to successfully implement ISO 50001. (click) I’d like to close with a very brief reminder about why you should seriously consider ISO 50001 certification. Quite simply, effective energy management is an increasingly important part of any business. It can lead to reduced energy consumption, increased energy efficiency and improved profitability. ISO 50001 provides a clearly defined roadmap to help you do this. And this is where TÜV SÜD can help. We have a long track record in this area and have experts who possess up-to-date knowledge of the major energy and carbon management policies, regulations and requirements in markets worldwide. (click)
Stay abreast of the latest industry updates and developments
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TÜV SÜD can help
More information on ISO 50001: Download our ISO 50001 white paper at www.tuv-sud.com/iso50001 Questions? Email us at [email protected]. Visit www.tuv-sud.com/systemcertification for more information about our auditing and system certification services.
Stay connected with us: www.linkedin.com/company/tuv-sud @tuvsud
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And that is the end of our webinar today. Thank you for watching this webinar and I hope you’ve found this session useful. For more information about ISO 50001, download our ISO 50001 white paper at www.tuv-sud.com/iso50001. If you have any questions, please feel free to get in touch directly with us via the email on the screen. And for more information about our auditing and system certification service portfolio, please visit www.tuv-sud.com/systemcertification. Thank you and good bye! (click)
