ISO/TS 50011:2023

TECHNICAL ISO/TS
SPECIFICATION 50011
First edition
2023-04
Energy management systems ―
Assessing energy management using
ISO 50001:2018
Système de management de l'énergie ― Évaluation du management
de l’énergie au moyen de l’ISO 50001:2018
Reference number
© ISO 2023
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ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms, definitions and abbreviated terms . 1
3.1 Terms and definitions . 1
3.2 Abbreviated terms . 2
4 Objectives and boundary for the EMPS measurement . 3
4.1 Understanding the objective of EMPS measurement . 3
4.2 Determination of boundary for EMPS measurement . 3
5 Overview of measurement of EMPS .3
5.1 Structure of the EMPS . 3
5.2 Presentation of status . 4
6 EMPS . 4
6.1 General . 4
6.2 SMS . 4
6.3 OMS . 5
6.4 TAS . 5
7 Method for determination of SMS . 5
7.1 General . 5
7.2 Basic items for SMS . 5
7.3 Scoring method for the basic SMS items . 11
8 Method for determination of OMS .12
8.1 General .12
8.2 Basic items for OMS .12
8.3 Scoring method for basic OMS items . 17
9 Method of determination of TAS .18
9.1 General . 18
9.2 Basic items for TAS . 18
9.3 Scoring method for basic TAS items . 19
10 Advanced scoring .20
10.1 General . 20
10.2 Scoring guidance for advanced items . 21
11 Update the EMPS .21
Annex A (informative) Advanced items for SMS .22
Annex B (informative) Advanced items for OMS .24
Annex C (informative) Advanced items for TAS.26
Bibliography .27
iii
Foreword
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described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
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This document was prepared by Technical Committee ISO/TC 301, Energy management and energy
savings.
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iv
Introduction
0.1  Overview
This guidance document provides a method for determining the status of an organization’s energy
management using an energy management performance score (EMPS). Measuring energy management
and energy performance is expected to guide organizations to more effective energy management.
This document can be used by organizations which have implemented or are implementing an energy
management system (EnMS) based on ISO 50001:2018, or any other system of energy management.
Organizations which have not implemented an EnMS may use this document for determining their
scoring status of structure, operation and/or energy performance. The EMPS can be used by:
— an organization to compare the status of its EnMS at two different points in time to determine
progress;
— a multi-site implementation of ISO 50001:2018, to compare the status of the EnMS of two different
sites;
— two different organizations for benchmarking purposes.
This document defines evaluation items and does not specify the order in which each evaluated item is
implemented. This document does not provide guidance on the implementation of ISO 50001:2018. For
information on implementing ISO 50001:2018, see ISO 50004 or ISO 50005.
The EMPS is the result of three evaluated elements, as shown in Figure 1:
— structure management score (SMS);
— operation management score (OMS);
— target achievement score (TAS).
Figure 1 — Outline of the calculation method of the EMPS
The requirements of ISO 50001:2018 are represented by the basic items shown in Tables 1, 3 and 5. An
overview of the three components in the EMPS are shown in Figure 2.
v
Figure 2 — Overview of SMS, OMS and TAS criteria
The results for the SMS, OMS and TAS are determined at four levels of score A, B, C and D. The highest
score is A and the lowest score is D. In each element, basic items (see Tables 1, 3 and 5) and advanced
items (see Tables A.1, B.1 and C.1) are addressed. The basic items and advanced items are scored
separately. Although the advanced items are not included in the requirements of ISO 50001:2018, they
provide additional opportunities for improving the organization’s energy management structure and
operations.
To assist organizations with applying this document, it is strongly recommended that capital letters
(A, B, C, D) are used for the basic categories of structure (SMS), operation (OMS) and performance
(TAS). The capital letters are compared across time for internal use but can be compared with other
interested parties. To facilitate the comparison, the items in Tables 1, 3 and 5 cannot be modified. The
use of colours also can help represent the status of the EnMS.
It is strongly recommended that the advanced items are represented by lower case letters (a, b, c, d).
The same colour is used for the components (i.e. for both basic and advanced in each category the same
colour is used) to assist with the visual representation. Since each organization applying this document
can have different needs and objectives, the advanced items can be modified by the organization. The
organization retains documented information on the advanced items to ensure transparency and
allow for comparisons within the organization over time. That means that Tables A.1, B.1 and C.1 are a
starting part for use by the organization. The organization can add or remove items.
The structural elements of an EnMS conforming to ISO 50001:2018 are used as the criteria for SMS
scoring. These criteria include, for example, context of the organization, energy policy, leadership
commitment, internal audit and management review.
The operational elements of an EnMS conforming to ISO 50001:2018 are used as the criteria for OMS
scoring. These criteria include, for example, measurement and management of energy performance
...