81 مبادرة #تواصل_تطوير المحاضرة الواحدة والثمانون من المبادرة مع المهندس / أشرف احمد نصير عضو المحلس الاعلى ومقرر لحنة الطاقة بنقابة المهندسين المصرية بعنوان "نظام إدارة الطاقة وفقا لمعيار ISO 50001 " الثامنة والنصف مساء توقيت مكة المكرمة السابعة والنصف توقيت القاهرة الأربعاء 11 نوفمبر 2020 وذلك عبر تطبيق زووم Meeting ID: 891 3188 5466 https://us02web.zoom.us/meeting/register/tZ0sdOigpj4uHNKPPNJu-Jqkb0r0u0p6RlQk علما ان هناك بث مباشر للمحاضرة على وقناة يوتيوب https://www.youtube.com/user/EEAchannal للتواصل مع إدارة المبادرة عبر قناة تيليجرام الرابط https://t.me/EEAKSA رابط اللينكدان والمكتبة الالكترونية www.linkedin.com/company/eeaksa-egyptian-engineers-association/ رابط التسجيل العام للمحاضرات https://forms.gle/vVmw7L187tiATRPw9

2. ISO 50001 ‫لمعيار‬ ‫وفقا‬ ‫الطاقة‬ ‫ادارة‬ ‫نظام‬
‫نصير‬ ‫اشرف‬ ‫م‬
‫المصرية‬ ‫المهندسين‬ ‫بنقابة‬ ‫الطاقة‬ ‫لجنة‬ ‫ومقرر‬ ‫االعلى‬ ‫المجلس‬ ‫عضو‬
‫االسكندرية‬ ‫اعمال‬ ‫رجال‬ ‫بجمعية‬ ‫الطاقة‬ ‫لجنة‬ ‫رئيس‬
‫للطاقة‬ ‫العربى‬ ‫بالمجلس‬ ‫االستشارية‬ ‫الهيئة‬ ‫عضو‬

3. Outline
• Introduction to ISO 50001
• Benefits of ISO 50001
• ISO 50001 Approach & Methodology
• Requirements of Energy Management System (EnMS)
• Energy Policy & Energy Planning
• Implementation & Operation of EnMS
• Checking, monitoring & Continuous Improvement

4. Introduction to ISO 50001:
• The purpose of the ISO 50001:2018 Standard is to enable organizations to
establish the systems and processes necessary to improve energy performance,
including energy efficiency, use, and consumption.
• Implementation of this standard is intended to lead to reductions in greenhouse
gas emissions, energy cost, and other related environmental impacts, through
systematic management of energy.
• This International Standard is applicable to all types and sizes of organizations
irrespective of geographical, cultural or social conditions.

5. Introduction to ISO 50001
This standard specifies requirements for an energy management system, which
enables an organization to take a systematic approach to the continual improvement of
energy efficiency and energy performance.
It does not itself state specific performance criteria with respect to energy.
This standard applies to all organizations.

6. Principles and Philosophy
• Systematic management approach;
• PDCA Model (Plan－Do－Check－Act);
• Process approach;
• Coordination and harmonization;
• All processes control and all staff involvement;
• Continual improvement.

7. Principles and Philosophy

8. Why ISO 50001?
• Technology is not a barrier
• People and organizations are often barriers:
o Lack of knowledge of technical systems
o Lack of systematic approach
o Low priority
o Top management may not realise the savings that can be made and
made easily
o Poor realisation of link to profitability
o Resistance to change

9. Benefits of ISO 50001
• Designed for implementation by any organization, whatever its size or activities.
• Assistsorganizations in making better use of their existing energy consuming assets.
• Promote energy management best practices and reinforce good energy
management behaviors.
• Assistsfacilities in evaluating and prioritizing the implementation of new energy-
efficient technologies.
• Facilitates energy management improvements for greenhouse gas emission
reduction projects.
• Allows integration with other organizational management systems such as
environmental, and health and safety.

10. Relation to ISO 9001 & ISO 14001
• QMS: Quality - it determines relevant customer requirements based on
the “product quality”
• EMS: Environment – it determines relevant requirements based on the
“identification of significant external environmental aspects of the
production process” which may or may not include issues as delivery
and after sales service
• EnMS: Energy - it determines relevant requirements based on “energy
consumption of the whole organization/ production process”

11. Relation to ISO 9001 & ISO 14001
• Most of the elements that focus on management system best practices
(i.e. policy, training, corrective and preventive action, management
review, document control, etc.) show a high degree of similarity
between ISO 50001 and ISO 9001 and ISO 14001
• Differences appear with respect to the more technical elements of the
standards, in particular planning and relevant data/ information needed,
design, purchasing and monitoring and measurement of performance
improvements
• EnMS can be integrated with other management systems such as QMS
and EMS.

12. ISO 50001 “Do” & “Don’t” Lists
• DON’T
o Depend on one individual -though
it really helps to have an enthusiast
or two
o Consider this to be a project (The
implementation of an EnMS is a
project; the use or operation of the
EnMS is NOT a project )
o Make it too complicated
• DO:
o Have real management support
o Keep it simple
o Involve the key players
o Integrate where feasible
o Use existing systems where possible
and sensible
o Keep the system transparent and
open to as many people as possible
o Accept the need for change

13. ISO 50001 Approach

14. ISO 50001 Approach

15. ISO 50001 Approach

16. 2- Management Responsibility
• 2.1 Top Management: Top management shall demonstrate its
commitment to support the EnMS and to continually improve its
effectiveness by:
o defining, establishing, implementing and maintaining an energy
policy;
o appointing a management representative and approving the
formation of an energy management team;
o providing the resources needed to establish, implement, maintain
and improve the EnMS and the resulting energy performance;

17. 2- Management Responsibility
o identifying the scope and boundaries to be addressed by the EnMS;
o communicating the importance of energy management to those in
the organization;
o ensuring that energy objectives and targets are established;
o ensuring that EnPIs are appropriate to the organization;
o considering energy performance in long-term planning;
o ensuring that results are measured and reported at determined
intervals;
o conducting management reviews.

18. 2- Management Responsibility
• 2.2 Management Representative: Top management shall appoint a management
representative(s)with appropriate skills and competence,who, irrespective of other
responsibilities, has the responsibility and authority to:
o ensure the EnMS is established, implemented, maintained, and continually
improved in accordance with this International Standard;
o identify person(s), authorized by an appropriate level of management, to work
with the management representative in support of energy management
activities;

19. 2- Management Responsibility
o report to top management on energy performance;
o report to top management on the performance of the EnMS;
o ensure that the planning of energy management activities is designed to support
the organization's energy policy;
o define and communicateresponsibilities and authorities in order to facilitate
effective energy management;
o determine criteria and methods needed to ensure that both the operation and
control of the EnMS are effective;
o promote awareness of the energy policy and objectives at all levels of the
organization.

20. 3- Energy Policy
• The energy policy shall state the organization's commitment to
achieving energy performance improvement. Top management shall
define the energy policy and ensure that it:
o is appropriate to the nature and scale of the organization's energy
use and consumption;
o includes a commitment to continual improvement in energy
performance;
o includes a commitment to ensure the availability of information and
of necessary resources to achieve objectives and targets;

21. 3- Energy Policy
o includes a commitmentto comply with applicable legal requirements and other
requirements to which the organization subscribes related to its energy use,
consumptionand efficiency;
o provides the framework for setting and reviewing energy objectives and targets;
o supports the purchase of energy-efficient products and services, and design for
energy performance improvement;
o is documentedand communicatedat all levels within the organization;
o is regularly reviewed, and updated as necessary.

22. How to develop an Energy Policy?
• Start with a mission statement:
“It is our organization’s policyto manage all of its activities so as to ensure that the consumption of
energy and natural resources is reduced to a practical minimum.”
• Declare the commitmentof the oganization:
“As part of our environmentalstrategy, this organisation is committed to responsible energy
managementand will practice energy efficiency throughoutall of our facilities, plant and equipment,
wherever it is cost-effectiveto do so.”
• List some goals:
“This policy is aims:
o To avoid unnecessaryexpenditure
o To improve cost-effectiveness,productivityand working conditions
o To reduce greenhouse gas emissions, and protect the environmentgenerally
o And, to reduce, wherever possible, our dependence on fossil fuels through the use of renewable
energy, including recovered energy in the plant.”

23. 4- Energy Planning
• 4.1 General:
o The organization shall conduct and document an energy planning
process.
o Energy planning shall be consistent with the energy policy and shall
lead to activities that continually improve energy performance.
o Energy planning shall involve a review of the organization's activities
that can affect energy performance.

24. Energy Planning Process
Past & present
energy uses
Relevant variables
affecting energy
use
Analyze energy use
and consumption
Identify areas of
significant energy
consumption
Identify
opportunities for
improving energy
performance
•Energy Baseline
•EnPI(s)
•Objectives
•Targets
•Action Plans

25. 4- Energy Planning
• 4.2 Legal & Other Requirements:
o The organization shall identify, implement, and have access to the applicable
legal requirementsand other requirements to which the organization subscribes
related to its energy use, consumptionand efficiency.
o The organization shall determine how these requirements apply to its energy
use, consumption and efficiency and shall ensure that these legal requirements
and other requirements to which it subscribes are considered in establishing,
implementing and maintaining the EnMS.
o Legal requirements and other requirements shall be reviewed at defined
intervals.

26. 4- Energy Planning
• 4.3 Energy Review: The organization shall develop, record, and maintain
an energy review. The methodology and criteria used to develop the
energy review shall be documented.
• To develop the energy review, the organization shall:
➢ analyse energy use and consumption based on measurement and
other data:
o identify current energy sources;
o evaluate past and present energy use and consumption;

27. 4- Energy Planning
➢ based on the analysis of energy use and consumption, identify the areas of
significant energy use:
o identify the facilities, equipment, systems, processes and personnel working for,
or on behalf of, the organization that significantly affect energy use and
consumption;
o identify other relevant variables affecting significant energy uses;
o determine the current energy performance of facilities, equipment, systems and
processes related to identified significant energy uses;
o estimate future energy use and consumption;
➢ identify, prioritize and record opportunities for improving energy performance.

28. ISO 50001

29. 4- Energy Planning
• 4.4 Energy Baseline:
o The organization shall establish an energy baseline(s) using the
information in the initial energy review, considering a data period
suitable to the organization's energy use and consumption.
o Changes in energy performance shall be measured against the energy
baseline(s).

30. 4- Energy Planning
• 4.5 Energy Performance Indicators:
o The organization shall identify EnPIs appropriate for monitoring and
measuring its energy performance.
o The methodology for determining and updating the EnPIs shall be
recorded and regularly reviewed.
o EnPIs shall be reviewed and compared to the energy baseline as
appropriate.

31. 4- Energy Planning
• 4.6 Energy Objectives, targets and action plan: The organization shall
establish, implement and maintain documented energy objectives and
targets at the relevant functions, levels, processes or facilities within the
organization. Time frames shall be established for achievement of the
objectives and targets.

32. 4- Energy Planning
o The objectives and targets shall be consistent with the energy policy,
and targets shall be consistent with the objectives.
o Both should take into account legal requirements and other
requirements, significant energy uses and opportunities to improve
energy performance, financial, operational and business conditions,
technological options and the views of interested parties.

33. Objectives Vs Targets
• Targets (should be SMART)
o Specific
o Measurable
o Achievable
o Relevant
o Timed
• These are how the objectives will be
achieved
• Example : “Complete 3 training
modules for all boiler operators by the
end of July”
• Objectives tend to be longer term
• Need not be absolutely specific
• Consistentwith the energy policy
• Example: “Deliver relevant energy
training to all employees over the next
two years”

34. Action Plans
o The action plans shall include:
• designation of responsibility;
• the means and time frame by which individual targets are to be achieved;
• a statementof the method by which an improvement in energy performance
shall be verified;
• a statementof the method of verifying the results.
o The action plans shall be documented,and updated at defined intervals.

35. 5- Implementation & Operation
• Behavior Change:
o This may be a major change for your organisation
o It may be a major change for you!!!
o Change is always difficult to manage
o Needs involvement, support and communication
o If you don’t change you can’t improve
o Continual improvement = continual change

36. 5- Implementation & Operation

37. 5- Implementation & Operation
• 5.2 Competence, training & Awareness:
o The organization shall ensure that any person(s) working for or on its behalf,
related to significant energy uses, are competenton the basis of appropriate
education, training, skills or experience.
o The organization shall identify training needs associated with the control of its
significant energy uses and the operation of its EnMS.
o The organization shall provide training or take other actions to meet these needs.
o Appropriate records shall be maintained

38. 5- Implementation & Operation
o The organization shall ensure that any person(s) working for or on its behalf are
aware of:
• the importance of conformity with the energy policy, procedures and the
requirements of the EnMS;
• their roles, responsibilities and authorities in achieving the requirements of
the EnMS;
• the benefits of improved energy performance;
• the impact, actual or potential, with respect to energy use and consumption,
of their activities and how their activities and behaviour contribute to the
achievement of energy objectives and targets, and the potential
consequencesof departure from specified procedures.

39. 5- Implementation & Operation
• 5.3 Communication:
o The organization shall communicateinternally with regard to its energy
performance and EnMS, as appropriate to the size of the organization.
o The organization shall establish and implement a process by which any person
working for, or on behalf of, the organization can make commentsor suggest
improvements to the EnMS.
o The organization shall decide whether to communicateexternally about its
energy policy, EnMS and energy performance, and shall document its decision. If
the decision is to communicateexternally, the organization shall establish and
implement a method for this external communication.

40. 5- Implementation & Operation
• 5.4 Documentation:
• The organization shall establish, implement and maintain information, in paper,
electronic or any other medium, to describe the EnMS, including:
o the scope and boundaries of the EnMS;
o the energy policy;
o the energy objectives, targets, and action plans;
o the documents,including records, required by this International Standard;
o other documentsdetermined by the organization to be necessary.

41. 5- Implementation & Operation
• 5.5 Operational Control: The organization shall identify and plan those operations
and maintenance activities which are related to its significant energy uses and that
are consistentwith its energy policy, objectives, targets and action plans, by means
of the following:
o establishing and setting criteria for the effective operation and maintenance of
significant energy uses, where their absence could lead to a significant deviation
from effective energy performance;
o operating and maintaining facilities, processes, systems and equipment, in
accordance with operational criteria;
o appropriate communication of the operational controls to personnel working for,
or on behalf of, the organization.

42. 5- Implementation & Operation
• 5.6 Design:
• The organization shall consider energy performance improvement
opportunities and operational control in the design of new, modified
and renovated facilities, equipment, systems and processes that can
have a significant impact on its energy performance.
• The results of the energy performance evaluation shall be incorporated
where appropriate into the specification, design and procurement
activities of the relevant project(s).

43. 5- Implementation & Operation
• 5.7 Procurement of energy services, products, and equipment:
• When procuring energy services, products and equipment that have, or can have, an
impact on significant energy use, the organization shall inform suppliers that
procurement is partly evaluated on the basis of energy performance.
• The organization shall establish and implement the criteria for assessing energy use,
consumptionand efficiency over the planned or expected operating lifetime when
procuring energy using products, equipment and services which are expected to
have a significant impact on the organization's energy performance.

44. 6- Checking
• 6.1 Monitoring, measurement and analysis:
• The organization shall ensure that the key characteristics of its operations that
determine energy performance are monitored, measured and analysed at planned
intervals.
• Key characteristics shall include at a minimum:
o significant energy uses and other outputs of the energy review;
o the relevant variables related to significant energy uses;
o EnPIs;
o the effectiveness of the action plans in achieving objectives and targets;
o evaluation of actual versus expected energy consumption.

45. 6- Checking
• The results from monitoring and measurement of the key characteristics shall be
recorded.
• An energy measurement plan, appropriate to the size and complexity of the
organization and its monitoring and measurementequipment, shall be defined and
implemented.
• The organization shall define and periodically review its measurementneeds.
• The organization shall ensure that the equipment used in monitoring and
measurement of key characteristics provides data which are accurate and
repeatable.
• Records of calibration and other means of establishing accuracy and repeatability
shall be maintained.

46. 6- Checking
• 6.2 Evaluation of compliance with legal and other requirements:
• At planned intervals, the organization shall evaluate compliance with
legal requirements and other requirements to which it subscribes
related to its energy use and consumption.
• Records of the results of the evaluations of compliance shall be
maintained.

47. 6- Checking
• 6.3 Internal audit of the EnMS:
• The organization shall conduct internal audits at planned intervals to
ensure that the EnMS:
o conforms to planned arrangements for energy management including
the requirements of this International Standard;
o conforms with the energy objectives and targets established;
o is effectively implemented and maintained, and improves energy
performance.

48. 6- Checking
• 6.4 Non-conformities, corrective and preventive actions:
• The organization shall address actual and potential nonconformities by making
corrections, and by taking corrective action and preventive action, including the
following:
o reviewing nonconformities or potential nonconformities;
o determining the causes of nonconformities or potential nonconformities;
o evaluating the need for action to ensure that nonconformities do not occur or
recur;

49. 7- Management Review
• Inputs to the management review shall include:
o follow-up actions from previous management reviews;
o review of the energy policy;
o review of energy performance and related EnPIs;
o results of the evaluation of compliance with legal requirementsand changes in
legal requirementsand other requirements to which the organization subscribes;
o the extent to which the energy objectives and targets have been met;
o EnMS audit results;
o the statusof corrective actions and preventive actions;
o projected energy performance for the following period;
o recommendationsfor improvement.

50. 7- Management Review
• Outputs from the management review shall include any decisions or
actions related to:
o changes in the energy performance of the organization;
o changes to the energy policy;
o changes to the EnPIs;
o changes to objectives, targets or other elements of the EnMS,
consistent with the organization's commitment to continual
improvement;
o changes to allocation of resources

51. Thank You