ISO 50002-2014 Energy audits -- Requirements with guidance for use

ISO2014ENERGYAUDITSREQUIREMENTSWITHGUIDANCEFORUSEAUDITSNERGTIQUESEXIGENCESETRECOMMANDATIONSDEMISEENOEUVREINTERNATIONALSTANDARDISO50002FIRSTEDITION20140701REFERENCENUMBERISO500022014EISO500022014EIIISO2014ALLRIGHTSRESERVEDCOPYRIGHTPROTECTEDDOCUMENTISO2014ALLRIGHTSRESERVEDUNLESSOTHERWISESPECIFIED,NOPARTOFTHISPUBLICATIONMAYBEREPRODUCEDORUTILIZEDOTHERWISEINANYFORMORBYANYMEANS,ELECTRONICORMECHANICAL,INCLUDINGPHOTOCOPYING,ORPOSTINGONTHEINTERNETORANINTRANET,WITHOUTPRIORWRITTENPERMISSIONPERMISSIONCANBEREQUESTEDFROMEITHERISOATTHEADDRESSBELOWORISOSMEMBERBODYINTHECOUNTRYOFTHEREQUESTERISOCOPYRIGHTOFFICECASEPOSTALE56CH1211GENEVA20TEL41227490111FAX41227490947EMAILCOPYRIGHTISOORGWEBWWWISOORGPUBLISHEDINSWITZERLANDISO500022014EISO2014ALLRIGHTSRESERVEDIIICONTENTSPAGEFOREWORDIVINTRODUCTIONV1SCOPE12NORMATIVEREFERENCES13TERMSANDDEFINITIONS14PRINCIPLES341GENERAL342ENERGYAUDITOR343ENERGYAUDIT444COMMUNICATION545ROLES,RESPONSIBILITIESANDAUTHORITY55PERFORMINGANENERGYAUDIT551GENERAL552ENERGYAUDITPLANNING653OPENINGMEETING754DATACOLLECTION855MEASUREMENTPLAN856CONDUCTINGTHESITEVISIT957ANALYSIS1058ENERGYAUDITREPORTING1259CLOSINGMEETING13ANNEXAINFORMATIVEGUIDANCEONTHEUSEOFTHISINTERNATIONALSTANDARD14BIBLIOGRAPHY22ISO500022014EFOREWORDISOTHEINTERNATIONALORGANIZATIONFORSTANDARDIZATIONISAWORLDWIDEFEDERATIONOFNATIONALSTANDARDSBODIESISOMEMBERBODIESTHEWORKOFPREPARINGINTERNATIONALSTANDARDSISNORMALLYCARRIEDOUTTHROUGHISOTECHNICALCOMMITTEESEACHMEMBERBODYINTERESTEDINASUBJECTFORWHICHATECHNICALCOMMITTEEHASBEENESTABLISHEDHASTHERIGHTTOBEREPRESENTEDONTHATCOMMITTEEINTERNATIONALORGANIZATIONS,GOVERNMENTALANDNONGOVERNMENTAL,INLIAISONWITHISO,ALSOTAKEPARTINTHEWORKISOCOLLABORATESCLOSELYWITHTHEINTERNATIONALELECTROTECHNICALCOMMISSIONIECONALLMATTERSOFELECTROTECHNICALSTANDARDIZATIONTHEPROCEDURESUSEDTODEVELOPTHISDOCUMENTANDTHOSEINTENDEDFORITSFURTHERMAINTENANCEAREDESCRIBEDINTHEISO/IECDIRECTIVES,PART1INPARTICULARTHEDIFFERENTAPPROVALCRITERIANEEDEDFORTHEDIFFERENTTYPESOFISODOCUMENTSSHOULDBENOTEDTHISDOCUMENTWASDRAFTEDINACCORDANCEWITHTHEEDITORIALRULESOFTHEISO/IECDIRECTIVES,PART2SEEWWWISOORG/DIRECTIVESATTENTIONISDRAWNTOTHEPOSSIBILITYTHATSOMEOFTHEELEMENTSOFTHISDOCUMENTMAYBETHESUBJECTOFPATENTRIGHTSISOSHALLNOTBEHELDRESPONSIBLEFORIDENTIFYINGANYORALLSUCHPATENTRIGHTSDETAILSOFANYPATENTRIGHTSIDENTIFIEDDURINGTHEDEVELOPMENTOFTHEDOCUMENTWILLBEINTHEINTRODUCTIONAND/ORONTHEISOLISTOFPATENTDECLARATIONSRECEIVEDSEEWWWISOORG/PATENTSANYTRADENAMEUSEDINTHISDOCUMENTISINFORMATIONGIVENFORTHECONVENIENCEOFUSERSANDDOESNOTCONSTITUTEANENDORSEMENTFORANEXPLANATIONONTHEMEANINGOFISOSPECIFICTERMSANDEXPRESSIONSRELATEDTOCONFORMITYASSESSMENT,ASWELLASINFORMATIONABOUTISOSADHERENCETOTHEWTOPRINCIPLESINTHETECHNICALBARRIERSTOTRADETBTSEETHEFOLLOWINGURLFOREWORDSUPPLEMENTARYINFORMATIONTHECOMMITTEERESPONSIBLEFORTHISDOCUMENTISTECHNICALCOMMITTEEISO/TC242,ENERGYMANAGEMENTIVISO2014ALLRIGHTSRESERVEDISO500022014EINTRODUCTIONTHEPURPOSEOFTHISINTERNATIONALSTANDARDISTODEFINETHEMINIMUMSETOFREQUIREMENTSLEADINGTOTHEIDENTIFICATIONOFOPPORTUNITIESFORTHEIMPROVEMENTOFENERGYPERFORMANCEANENERGYAUDITCOMPRISESADETAILEDANALYSISOFTHEENERGYPERFORMANCEOFANORGANIZATION,EQUIPMENT,SYSTEMSORPROCESSESITISBASEDONAPPROPRIATEMEASUREMENTANDOBSERVATIONOFENERGYUSE,ENERGYEFFICIENCYANDCONSUMPTIONENERGYAUDITSAREPLANNEDANDCONDUCTEDASPARTOFTHEIDENTIFICATIONANDPRIORITIZATIONOFOPPORTUNITIESTOIMPROVEENERGYPERFORMANCE,REDUCEENERGYWASTEANDOBTAINRELATEDENVIRONMENTALBENEFITSAUDITOUTPUTSINCLUDEINFORMATIONONCURRENTUSEANDPERFORMANCEANDTHEYPROVIDERANKEDRECOMMENDATIONSFORIMPROVEMENTINTERMSOFENERGYPERFORMANCEANDFINANCIALBENEFITSANENERGYAUDITCANSUPPORTANENERGYREVIEWANDCANFACILITATEMONITORING,MEASUREMENTANDANALYSISASDESCRIBEDINISO50001,ORITCANBEUSEDINDEPENDENTLYTHISINTERNATIONALSTANDARDALLOWSFORDIFFERENCESINAPPROACHANDINTERMSOFSCOPE,BOUNDARYANDAUDITOBJECTIVEANDSEEKSTOHARMONIZECOMMONASPECTSOFENERGYAUDITINGINORDERTOENHANCECLARITYANDTRANSPARENCYTHEENERGYAUDITPROCESSISPRESENTEDASASIMPLECHRONOLOGICALSEQUENCE,BUTTHISDOESNOTPRECLUDEREPEATEDITERATIONSOFCERTAINSTEPSTHEMAINBODYOFTHISINTERNATIONALSTANDARDCOVERSTHEGENERALREQUIREMENTSANDFRAMEWORKCOMMONTOALLENERGYAUDITSTHATCANBESUPPLEMENTEDBYEQUIVALENTNATIONALAUDITSTANDARDSFORAUDITINGOFSPECIFICTYPESOFFACILITIES,PROCESSESOREQUIPMENT,REFERTOTHERELEVANTINTERNATIONAL,NATIONALANDLOCALSTANDARDSANDGUIDELINES,SOMEOFWHICHAREREFERENCEDINTHEBIBLIOGRAPHYINTHISINTERNATIONALSTANDARD,THEFOLLOWINGVERBALFORMSAREUSED“SHALL”INDICATESAREQUIREMENT“SHOULD”INDICATESARECOMMENDATION“MAY”INDICATESAPERMISSION“CAN”INDICATESAPOSSIBILITYORACAPACITYISO2014ALLRIGHTSRESERVEDVENERGYAUDITSREQUIREMENTSWITHGUIDANCEFORUSE1SCOPETHISINTERNATIONALSTANDARDSPECIFIESTHEPROCESSREQUIREMENTSFORCARRYINGOUTANENERGYAUDITINRELATIONTOENERGYPERFORMANCEITISAPPLICABLETOALLTYPESOFESTABLISHMENTSANDORGANIZATIONS,ANDALLFORMSOFENERGYANDENERGYUSETHISINTERNATIONALSTANDARDSPECIFIESTHEPRINCIPLESOFCARRYINGOUTENERGYAUDITS,REQUIREMENTSFORTHECOMMONPROCESSESDURINGENERGYAUDITS,ANDDELIVERABLESFORENERGYAUDITSTHISINTERNATIONALSTANDARDDOESNOTADDRESSTHEREQUIREMENTSFORSELECTIONANDEVALUATIONOFTHECOMPETENCEOFBODIESPROVIDINGENERGYAUDITSERVICES,ANDITDOESNOTCOVERTHEAUDITINGOFANORGANIZATIONSENERGYMANAGEMENTSYSTEM,ASTHESEAREDESCRIBEDINISO50003THISINTERNATIONALSTANDARDALSOPROVIDESINFORMATIVEGUIDANCEONITSUSESEEANNEXA2NORMATIVEREFERENCESTHEREARENONORMATIVEREFERENCES3TERMSANDDEFINITIONSFORTHEPURPOSESOFTHISDOCUMENT,THEFOLLOWINGTERMSANDDEFINITIONSAPPLY31AUDITOBJECTIVEPURPOSEOFANENERGYAUDIT33AGREEDBETWEENTHEORGANIZATION313ANDTHEENERGYAUDITOR3532BOUNDARYPHYSICALORSITELIMITSAND/ORORGANIZATIONALLIMITSASDEFINEDBYTHEORGANIZATION313NOTE1TOENTRYTHEBOUNDARYOFANENERGYMANAGEMENTSYSTEMCANBEDIFFERENTFROMTHEBOUNDARYOFANENERGYAUDIT33NOTE2TOENTRYTHEENERGYAUDITCANINCLUDEONEORMOREBOUNDARIESEXAMPLETHEWHOLESITEANDALLENERGYUSINGSYSTEMSTHEBOILERPLANTTHEVEHICLEFLEET33ENERGYAUDITSYSTEMATICANALYSISOFENERGYUSE312ANDENERGYCONSUMPTION37WITHINADEFINEDENERGYAUDITSCOPE34,INORDERTOIDENTIFY,QUANTIFYANDREPORTONTHEOPPORTUNITIESFORIMPROVEDENERGYPERFORMANCE310NOTE1TOENTRY“ENERGYAUDIT”ISTHENORMALEXPRESSIONINENGLISHTHEREAREOTHEREXPRESSIONSFORTHESAMECONCEPT,EG“DIAGNOSI”INITALIANAND“DIAGNOSTIC”INFRENCH34ENERGYAUDITSCOPEEXTENTOFENERGYUSES312ANDRELATEDACTIVITIESTOBEINCLUDEDINTHEENERGYAUDIT33,ASDEFINEDBYTHEORGANIZATION313INCONSULTATIONWITHTHEENERGYAUDITOR35,WHICHCANINCLUDESEVERALBOUNDARIESEXAMPLEORGANIZATION,FACILITY/FACILITIES,EQUIPMENT,SYSTEMSANDPROCESSESINTERNATIONALSTANDARDISO500022014EISO2014ALLRIGHTSRESERVED1ISO500022014ENOTE1TOENTRYTHEENERGYAUDITSCOPECANINCLUDEENERGYRELATEDTOTRANSPORT35ENERGYAUDITORINDIVIDUAL,ORTEAMOFPEOPLE,CONDUCTINGANENERGYAUDIT33NOTE1TOENTRYENERGYAUDITSCANBECONDUCTEDBYTHEORGANIZATION313USINGINTERNALRESOURCESOREXTERNALRESOURCES,SUCHASENERGYCONSULTANTSANDENERGYSERVICECOMPANIESNOTE2TOENTRYANENERGYAUDITOR,WHETHERINTERNALOREXTERNAL,NEEDSTOWORKWITHINTERNALPERSONNELRELEVANTTOTHEDEFINEDENERGYAUDITSCOPE34SOURCEEN1624712012,32,MODIFIEDTHEEXPRESSION“GROUPOFPEOPLEORBODY”HASBEENDELETEDANDSUBSTITUTEDBY“ORTEAMOFPEOPLE”36ENERGYBALANCEACCOUNTINGOFINPUTSAND/ORGENERATIONOFENERGYSUPPLYVERSUSENERGYOUTPUTSBASEDONENERGYCONSUMPTION37BYENERGYUSE312NOTE1TOENTRYENERGYSTORAGEISCONSIDEREDWITHINENERGYSUPPLYORENERGYUSEIFINCLUDEDINTHEENERGYAUDITSCOPE34,ANENERGYBALANCENEEDSTOINCLUDEENERGYSTORAGEANDFEEDSTOCKVARIATION,ASWELLASWASTEDENERGY,ORENERGYCONTENTINMATERIALFLOWSNOTE2TOENTRYANENERGYBALANCERECONCILESALLENERGY,GOODSANDPRODUCTSTHATENTERTHESYSTEMBOUNDARY32AGAINSTTHEENERGY,GOODSANDPRODUCTSLEAVINGTHESYSTEMBOUNDARY37ENERGYCONSUMPTIONQUANTITYOFENERGYAPPLIEDSOURCEISO500012011,3738ENERGYEFFICIENCYRATIOOROTHERQUANTITATIVERELATIONSHIPBETWEENANOUTPUTOFPERFORMANCE,SERVICE,GOODSORENERGY,ANDANINPUTOFENERGYEXAMPLECONVERSIONEFFICIENCYENERGYREQUIRED/ENERGYUSEDOUTPUT/INPUTTHEORETICALENERGYUSEDTOOPERATE/ENERGYUSEDTOOPERATENOTE1TOENTRYBOTHINPUTANDOUTPUTNEEDTOBECLEARLYSPECIFIEDINQUANTITYANDQUALITY,ANDBEMEASURABLESOURCEISO500012011,3839ENERGYFLOWDESCRIPTIONORMAPPINGOFPROCESSESFORTRANSFEROFENERGYORCONVERSIONOFENERGYWITHINTHEDEFINEDENERGYAUDITSCOPE34310ENERGYPERFORMANCEMEASURABLERESULTSRELATEDTOENERGYEFFICIENCY38,ENERGYUSE312ANDENERGYCONSUMPTION37SOURCEISO500012011,312,MODIFIEDNOTES1AND2HAVEBEENDELETEDASTHEYARESPECIFICTOENERGYMANAGEMENT311ENERGYPERFORMANCEINDICATORENPIQUANTITATIVEVALUEORMEASUREOFENERGYPERFORMANCE310,ASDEFINEDBYTHEORGANIZATION313NOTE1TOENTRYENPISCOULDBEEXPRESSEDASASIMPLEMETRIC,RATIOORAMORECOMPLEXMODEL2ISO2014ALLRIGHTSRESERVEDISO500022014ESOURCEISO500012011,313312ENERGYUSEMANNERORKINDOFAPPLICATIONOFENERGYEXAMPLEVENTILATIONLIGHTINGHEATINGCOOLINGTRANSPORTATIONPROCESSESPRODUCTIONLINESSOURCEISO500012011,318313ORGANIZATIONCOMPANY,CORPORATION,FIRM,ENTERPRISE,AUTHORITYORINSTITUTION,ORPARTORCOMBINATIONTHEREOF,WHETHERINCORPORATEDORNOT,PUBLICORPRIVATE,THATHASITSOWNFUNCTIONSANDADMINISTRATIONANDTHATHASTHEAUTHORITYTOCONTROLITSENERGYUSE312ANDCONSUMPTIONNOTE1TOENTRYANORGANIZATIONCANBEAPERSONORAGROUPOFPEOPLESOURCEISO500012011,322314RELEVANTVARIABLEQUANTIFIABLEPARAMETERIMPACTINGENERGYCONSUMPTION37EXAMPLEAMBIENTWEATHERINDICATORSOPERATINGPARAMETERSINDOORTEMPERATURE,LIGHTLEVELWORKINGHOURSPRODUCTIONTHROUGHPUT4PRINCIPLES41GENERALANENERGYAUDITISCHARACTERIZEDBYRELIANCEONANUMBEROFPRINCIPLESTHESEPRINCIPLESHELPTOMAKETHEENERGYAUDITANEFFECTIVEANDRELIABLETOOLINSUPPORTOFMANAGEMENTDECISIONSANDCONTROLS,BYPROVIDINGINFORMATIONONWHICHANORGANIZATIONCANACTINORDERTOIMPROVEITSENERGYPERFORMANCEADHERENCETOTHESEPRINCIPLESPROVIDESACONSISTENTAPPROACHTOANEFFECTIVEENERGYAUDITTHATWOULDENABLEENERGYAUDITORS,WORKINGINDEPENDENTLYFROMONEANOTHER,TOREACHSIMILARCONCLUSIONSINSIMILARCIRCUMSTANCESITISESSENTIALTHATENERGYAUDITORSAREFAMILIARWITHAPPLICABLEHEALTHANDSAFETYREQUIREMENTSTHROUGHOUTTHEAUDITPROCESSTHEORGANIZATIONSELECTSTHEENERGYAUDITORSBASEDONTHEEXPECTEDENERGYAUDITSCOPE,BOUNDARIES,AUDITOBJECTIVESANDTHEIRCOMPETENCIES42ENERGYAUDITOR421COMPETENCYAPPLICATIONOFTHEFOLLOWINGPRINCIPLESBYTHEENERGYAUDITORISFUNDAMENTALTOTHESUCCESSOFTHEENERGYAUDITTHEENERGYAUDITORSHALLHAVETHEKNOWLEDGEANDSKILLSNECESSARYTOCOMPLETETHEDEFINEDENERGYAUDITSCOPECOMPETENCECANBESHOWNBYAAPPROPRIATEEDUCATION,SKILLS,EXPERIENCEAND/ORTRAININGCONSIDERINGLOCALORNATIONALGUIDELINESANDREC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