ISO 50001 version 2018 requirements, energy management systems

07/04/2025

The "ISO 50001 Version 2018 Requirements" quiz will help you understand the standard's main requirements.

There are 50 questions (requirements) in this quiz, so don't panic. The standard has 212 requirements, but these 50 are among the most important, so don't hesitate to learn in a fun way!

Don't think you can complete this quiz in less than an hour, or even two hours, unless, of course, you're a genius!

News on the energy management system ISO 50001 standard version 2018

The 212 requirements (shall) of clauses 4 to 10 of ISO 50001 are distributed as follows:

ISO 50001 requirements version 2018
Nb	Clause	PDCA cycle	Requirement Nb	Number
4	Context	Plan	1 ÷ 17	17
5	Leadership	Plan, Do, Check, Act	18 ÷ 47	30
6	Planning	Plan	48 ÷ 111	64
7	Support	Plan	112 ÷ 140	29
8	Operation	Do	141 ÷ 153	13
9	Performance	Check, Act	154 ÷ 199	46
10	Improvement	Act, Check	200 ÷ 212	13
Total				212

requirements

The requirements in the clauses and paragraphs (sub-clauses) of the ISO 50001 standard

PDCA

The Deming PDCA cycle

Remark. Any requirement normally begins with "The organization shall...". For simplicity's sake we present the requirements directly, starting with the verb.

ISO 50001 - Requirements and comments
N°	Clause, sub-clause	Requirement	PDCA cycle, links, comments
	4	Context	Plan
	4.1	The organization and its context
1	4.1	Determine external and internal issues	Understand everything that can influence the purpose (mission) of the company (corporate culture, innovation, strategic direction, energy performance, competition, market, obligations, working hours, working conditions) and its ability to achieve the expected results of the EnMS. Cf. § 6.1 and Annex A.2
2	4.1	Determine whether climate change is a relevant issue	Amendment 1 of ISO 50001 version 2018 : Climate action changes
	4.2	Stakeholders
3	4.2 a	Determine stakeholders	Concerned by the EnMS, such as customers, laws, contracts and others
4	4.2 b	Determine stakeholder requirements	Needs and expectations relating to energy performance requirements and obligations, cf. annex A.4
5	4.2 c	Determine the requirements covered by the EnMS	Requirements treated by the EnMS and ISO 50001
6	4.2	Ensure that it has access to the applicable legal requirements	Requirements relating energy performance
7	4.2	Determine how these requirements apply	Relating energy performance
8	4.2	Ensure that these requirements are taken into account	In the EnMS
9	4.2	Review these legal requirements	At planned intervals
	4.3	Scope
10	4.3	Determine the scope of the EnMS	Boundaries and applicability
11	4.3 a	Take into account the external and internal issues	Cf. § 4.1
12	4.3 b	Take into account stakeholder requirements	Cf. § 4.2
13	4.3	Ensure you have the authority to control your energy performance	Within the scope and boundaries of the EnMS
14	4.3	Be careful not to exclude any type of energy	Including renewable energies
15	4.3	Maintain the scope and boundaries of the EnMS	As a procedure, cf. § 7.5
	4.4	Energy management system
16	4.4	Establish, implement, maintain and continually improve the EnMS	Including the processes needed. "If you cannot describe what you are doing as a process, you do not know what you're doing. Edwards Deming" in accordance with the requirements of ISO 50001
17	4.4	Improve energy performance	Continually, cf. § 10.2
	5	Leadership	Plan, Do, Check, Act
	5.1	Leadership and commitment
18	5.1 a	Ensure that the EnMS scope is established	"When you sweep the stairs, you start at the top. Romanian proverb" Top management demonstrates leadership. Affirm top management's commitment to the EnMS
19	5.1 b	Ensure that the energy policy, objectives and targets are established	And are compatible with the strategic direction, cf. §§ 5.2 and 6.2
20	5.1 c	Ensure the integration of the EnMS requirements	Into business processes, cf. § 4.4
21	5.1 d	Ensure that action plans are approved	And implemented
22	5.1 e	Ensure that the resources needed are available	For the EnMS, cf. § 7.1
23	5.1 f	Communicate the importance of having an effective energy management	And conforming to the ISO 50001 requirements
24	5.1 g	Ensure that the EnMS achieves its intended outcomes	Cf. § 6.2
25	5.1 h	Promote continual improvement of energy performance	And the EnMS, cf. § 10.2
26	5.1 i	Ensure the setting up of an energy management team	Responsible for the energy performance of the company
27	5.1 j	Direct and support persons to contribute to the effectiveness of the EnMS	And to energy performance improvement, cf. § 10.2
28	5.1 k	Support other relevant management roles	In order to demonstrate their leadership to their areas of responsibility
29	5.1 l	Ensure that the EnPIs are appropriate	And represent energy performance
30	5.1 m	Ensure that processes are established and implemented	In order to identify and address changes affecting the EnMS and energy performance
	5.2	Energy policy
31	5.2 a	Establish an energy policy	That is appropriate to the purpose of the company
32	5.2 b	Establish an energy policy	That provides a framework for setting energy objectives, cf. § 6.2
33	5.2 c	Establish an energy policy	That ensures the availability of necessary resources, cf. § 7.1
34	5.2 d	Establish an energy policy	That includes a commitment to satisfy legal requirements, cf. § 4.2
35	5.2 e	Establish an energy policy	That includes a commitment to continual improvement of energy performance, cf. § 10.2
36	5.2 f	Establish an energy policy	That supports the procurement of energy efficient products and services, cf. § 8.3
37	5.2 g	Establish an energy policy	That supports design activities that consider energy performance improvement, cf. § 8.2
38	5.2	Make energy policy available	Cf. § 7.5.1
39	5.2	Communicate energy policy	Cf. § 7.4
40	5.2	Make energy policy available	To stakeholders
41	5.2	Review energy policy regularly	And, if needed, update it
	5.3	Roles, responsibilities and authorities
42	5.3	Ensure that the responsibilities and authorities of the EnMS are assigned	And communicated at all levels in the company. "Responsibility cannot be shared. Robert Heinlein"
43	5.3 a	Ensure that the EnMS is established, implemented, maintained and continually improved	And communicated at all levels in the company
44	5.3 b	Ensute that the EnMS is compliant	To ISO 50001 requirements
45	5.3 c	Implement action plans	In order to improve energy performance, cf. § 6.2
46	5.3 d	Report on the performance of the EnMS to top management at determined intervals	And improvement of energy performance
47	5.3 e	Establish criteria and methods needed	To ensure the effectiveness of the EnMS
	6	Planning	Plan
	6.1	Actions to address risks
48	6.1.1	Take into account the issues, the requirements and review activities and processes	That can affect energy performance, cf. §§ 4.1 and 4.2
49	6.1.1	Plan consistent with energy policy	Cf. § 5.2
50	6.1.1	Plan energy performance	In order to lead to actions that result in continual improvement, cf. § 10.2
51	6.1.1	Determine risks	In order to achieve its intended outcomes
52	6.1.1	Determine risks	In order to prevent or reduce undesired effects
53	6.1.1	Determine risks	In order to iimprove energy performance
54	6.1.2 a	Plan actions to address risks	And opportunities
55	6.1.2 b 1	Plan how to integrate and implement these actions	In tthe processes of the EnMS
56	6.1.2 b 2	Plan how to evaluate the effectiveness of these actions	Including identifying and prioritizing opportunities for improvement, see annex A.6.1
	6.2	Objectives
57	6.2.1	Establish energy objectives	At relevant functions and levels
58	6.2.1	Establish energy targets	Consistent with the energy policy, cf. § 5.2
59	6.2.2 a	Implement energy objectives and targets	Consistent with the energy policy, cf. § 5.2
60	6.2.2 b	Implement measurable energy objectives and targets	When it is possible
61	6.2.2 c	Implement energy objectives and targets that are compliant with applicable requirements	Cf. § 4.2
62	6.2.2 d	Implement energy objectives and targets that are compliant with significant energy use (SEUs)	Cf. § 6.3
63	6.2.2 e	Implement energy objectives and targets that take into account opportunities	To improve energy performance, cf. § 6.3
64	6.2.2 f	Implement energy objectives and targets and monitor them	And retain the records, cf. § 7.5.1
65	6.2.2 g	Implement energy objectives and targets and communicate on them	Cf. § 7.4
66	6.2.2 h	Implement energy objectives and targets and update them	When it is necessary
67	6.2.2	Retain records on energy objectives and targets	Cf. § 7.5.1
68	6.2.3	Establish and maintain action plans to achieve energy objectives	Including what will be done
69	6.2.3	Establish and maintain action plans to achieve energy objectives	Including what resources will be required
70	6.2.3	Establish and maintain action plans to achieve energy objectives	By appointing the person in charge
71	6.2.3	Establish and maintain action plans to achieve energy objectives	By establishing deadlines
72	6.2.3	Establish and maintain action plans to achieve energy objectives	By establishing how results will be evaluated, cf. § 9.1
73	6.2.3	Take into account how the actions to achieve energy objectives and targets are integrated into business processes	In order to achieve energy objectives
74	6.2.3	Retain records on action plans	Cf. § 7.5.1
	6.3	Energy review
75	6.3	Develop and conduct an energy review	Cf. annex A.6.3
76	6.3 a	Analyse energy use and consuption	Based on available data
77	6.3 a 1	Identify types of energy	Used in the company
78	6.3 a 2	Evaluate energy uses and consuption	Past and current
79	6.3 b	Identify significant enegy uses (SEUs)	Such as installations, systems, processes or equipement
80	6.3 c 1	Determine relevant variables	For each SEU
81	6.3 c 2	Determine current energy performance	For each SEU
82	6.3 c 3	Identify the persons that influence or affect the SEUs	For each SEU
83	6.3 d	Determine opportunities for improving energy performance	And prioritize them, cf. § 10.2
84	6.3 e	Estimate future energy uses	And future consumption
85	6.3	Update the energy review at defined intervals	And following any significant modification to installations, equipment or energy systems
86	6.3	Maintain the methods and criteria used to develop the energy review	As a procedure, cf. § 7.5.1
87	6.3	Retain the results of the energy review	As records, cf. § 7.5.1
	6.4	Energy preformance indicators (EnPIs)
88	6.4 a	Determine energy performance indicators (EnPIs)	Appropriate for inspection. More details in ISO 50006
89	6.4 b	Determine energy performance indicators (EnPIs)	That enable to demonstrate energy performance improvement
90	6.4	Maintain the method for determining and updating the EnPIs	As a procedure, cf. § 7.5.1
91	6.4	Take into account variables that significantly affect energy performance	In order to establish appropriate EnPIs
92	6.4	Review EnPI value	And compare them to their respective EnB
93	6.4	Retain EnPI values	As records, cf. § 7.5.1
	6.5	Energy baseline
94	6.5	Establish energy baselines (EnBs)	Using the information from energy reviews for a suitable period of time, cf. § 6.3
95	6.5	Carry out normalization of the EnPI values	And corresponding EnBs when relevant variables affect energy performance
96	6.5 a	Update EnBs	When EnPIs no longer reflect the company's energy performance
97	6.5 b	Update EnBs	When there have been changes to the static factors
98	6.5 c	Update EnBs	When it is planned in a pre-determined method
99	6.5	Retain records on EnBs, relevant variable data and modification to EnBs	Cf. § 7.5.1
	6.6	Planning for collection of energy data
100	6.6	Ensure that key characteristics of its operations are identified, measured, monitored and analyzed	At planned intervals, cf. § 9.1
101	6.6	Define and implement an energy data collection plan	Appropriate to its size, its complexity, its resources and inspection equipment
102	6.6	Specify in the collection plan the data necessary to monitor the key characteristics	Cf. § 9.1
103	6.6	State how and at what frequency the data shall be collected	And retained, cf. § 7.5.1
104	6.6 a	Include the relevant variables for SEUs	In the collected data, cf. § 7.5.1
105	6.6 b	Include energy consuption	Related to SEUs
106	6.6 c	Include operational criteria	Related to SEUs
107	6.6 d	Include static factors	If applicable
108	6.6 e	Include data specified in the action plans	Cf. § 6.2
109	6.6	Review the energy data collection plan at defined intervals	And update them, if necessary
110	6.6	Ensure that the equipment used for measurement of key characteristics provide data which are accurate	And repeatable
111	6.6	Retain records on inspection (measurement, monitoring)	In order to establish accuracy and repeatability, cf. § 7.5.1
	7	Support	Do
	7.1	Resources
112	7.1	Identify resources needed	In order to establish, implement, maintain and improve continually energy performance and the EnMS
	7.2	Competence
113	7.2 a	Determine the necessary competence of concerned persons	Persons concerned can influence energy performance and the EnMS
114	7.2 b	Ensure that these persons are competent	On the basis of appropriate education, training, skills and experience
115	7.2 c	Take actions to acquire the necessary competence	And evaluate the effectiveness of these actions. Actions include training, but also supervision, reassignment and recruitment of competent people
116	7.2 d	Retain records on competence	Cf. § 7.5.1
	7.3	Awareness
117	7.3 a	Raise staff awareness of energy policy	Cf. § 5.2,
118	7.3 b	Raise staff awareness of their contribution to the effectiveness of the EnMS	And the benefits of improved energy performance
119	7.3 c	Raise staff awareness of the impact of their activities and behavior	With respect to energy performance
120	7.3 d	Raise staff awareness of the implications of not conforming with the EnMS requirements	Cf. § 10.1
	7.4	Communication
121	7.4 a	Determine the internal and external communications	Including on what it will communicate
122	7.4 b	Determine the internal and external communications	Including when to communicate
123	7.4 c	Determine the internal and external communications	Including with whom to communicate
124	7.4 d	Determine the internal and external communications	Including how to communicate
125	7.4 e	Determine the internal and external communications	Including the person in charge of communication
126	7.4	Ensure that information communicated is consistent with information generated within the EnMS	And is dependable
127	7.4	Establish and implement a process by which any person can make comments or suggest improvements	To the EnMS and to energy performance
128	7.4	Retain records on suggested improvements	Cf. § 7.5.1
	7.5	Documentation
	7.5.1	General
129	7.5.1 a	Include in the EnMS documents required by ISO 50001	Procedures (documented information to maintain): scope (§ 4.3) energy review (§ 6.3) energy performance indicators (§ 6.4) Policy: energy policy (§ 5.2) Records (documented information to retain): energy objectives and targets (§ 6.2) action plans (§ 6.3) energy performance indicators (§ 6.4) energy baseline (§ 6.5) data to collect (§ 6.6) measuring equipment (§ 6.6) competence (§ 7.2) improvement suggestions (§ 7.4) list of documents (§ 7.5.1) documents of external origin (§ 7.5.3) process operation (§ 8.1) design (§ 8.2) inspection results (§ 9.1) compliance evaluation (§ 9.1) audit program (§ 9.2) audit reports (§ 9.2) management review decisions (§ 9.3) nonconformities (§ 10.1) corrective actions (§ 10.1)
130	7.5.1 b	Include documents determined as being necessary for the effectiveness of the EnMS	In order to demonstrate the improvement in energy performance. EnMS documentation is specific to the size of the organization, the field of activity, the complexity of the processes and their interactions, and the competence of personnel
	7.5.2	Creating and updating
131	7.5.2 a	Identify and describe the documents appropriately	When creating and updating. Such as title, author, date, reference number
132	7.5.2 b	Ensure format and media are appropriate	Examples of format: language, software version, graphics. Examples of support: paper, electronic
133	7.5.2 c	Review and approve documents	In order to determine their suitability and adequacy
	7.5.3	Document control
134	7.5.3 a	Control documents so that they are available and suitable for use	Where and when it is needed. According to the requirements of the EnMS and ISO 50001 standard
135	7.5.3 b	Control documents so they are adequately protected	Such as loss of confidentiality, imprper use, loss of integrity
136	7.5.3	Implement distribution, access, retrieval and use activities	In order to control the documents
137	7.5.3	Implement storage and preservation activities	Including preservation of legibility
138	7.5.3	Implement control of change activities	Such as version control
139	7.5.3	Implement retention and disposition activities	By determining for each document the retention period and the method of disposal
140	7.5.3	Identify and control documents of external origin	List of documents deemed necessary for the planning and operation of the EnMS, including documents of external origin. Cf. § 7.5.1
	8	Operation	Do
	8.1	Planning and control
141	8.1 a	Plan, implement and control processes related to significant energy uses	By establishing criteria for these processes and carrying out specific actions within §§ 6.2 and 6.3
142	8.1 b	Plan, implement and control processes related to significant energy uses	By communicating the criteria to relevant persons, cf. § 7.4
143	8.1 c	Plan, implement and control processes related to significant energy uses	By implementing control of the processes in accordance with the criteria
144	8.1 d	Plan, implement and control processes related to significant energy uses	By retaining records ensuring that processes were carried out as planned, cf. § 7.5.1
145	8.1	Control planned and unintended changes	And, if necessary, taking actions to mitigate any adverse effects
146	8.1	Ensure that outsourced SEUs are controlled	Cf. § 8.3
	8.2	Design
147	8.2	Take into account energy performance improvement opportunities	When designing energy-consuming installations, equipment, systems and processes
148	8.2	Incorporate the results of the energy performance	Into specification, design and procurement activities
149	8.2	Retain records on design activities	Related to energy performance, cf. § 7.5.1
	8.3	Procurement
150	8.3	Establish and implement criteria for evaluating energy performance when purchasing	Energy using products, equipment and services
151	8.3	Inform suppliers that energy performance is one of the criteria for procurement	Energy using products, equipment and services
152	8.3 a	Definir and communicate specifications	In order to ensure the energy performance of procured equipment and services
153	8.3 b	Definir and communicate specifications	For the purchase of energy
	9	Performance	Check, Act
	9.1	Inspection, analysis and evaluation of energy performance and the EnMS
	9.1.1	General
154	9.1.1 a 1	Determine what needs to be inspected (monitored and measured)	Including the effectiveness of the action plans, cf. § 6.2
155	9.1.1 a 2	Determine what needs to be inspected (monitored and measured)	Including EnPIs. More details in ISO 50006
156	9.1.1 a 3	Determine what needs to be inspected (monitored and measured)	Including operation of SEUs
157	9.1.1 a 4	Determine what needs to be inspected (monitored and measured)	Including actual energy consumption
158	9.1.1 b	Determine the methods for inspection, analysis and evaluation	In order to ensure valid results
159	9.1.1 c	Determine when the inspection shall be performed	In order to determine energy performance
160	9.1.1 d	Determine when the results from inspection shall be analyzed	And evaluated
161	9.1.1	Evaluate the energy performance	And the effectiveness of the EnMS, cf § 6.6. More details in ISO 50015
162	9.1.1	Evaluate the energy performance improvement	By comparing EnPI values (cf. § 6.4) against the corresponding EnBs (cf. § 6.5)
163	9.1.1	Investigate energy performance deviations	And respond to them
164	9.1.1	Retain records on the investigation results and the response provided	Cf. § 7.5.1
165	9.1.1	Retain records on the inspection results	Cf. § 7.5.1
	9.1.2	Compliance evaluation
166	9.1.2	Evaluate compliance with legal requirements at planned intervals	Cf. § 4.2, related to its energy performance
167	9.1.2	Retain records on the compliance evaluation results	And any action taken, cf. § 7.5.1
	9.2	Internal audit
168	9.2.1 a	Conduct internal audits of the EnMS at planned intervals	In order to determine whether the EnMS improves it energy performance. More details in ISO 19011
169	9.2.1 b	Conduct internal audits of the EnMS at planned intervals	In order to determine whether the EnMS conforms to the company's requirements
170	9.2.1 b	Conduct internal audits of the EnMS at planned intervals	In order to determine whether the EnMS conforms to the energy policy and objectives
171	9.2.1 b	Conduct internal audits of the EnMS at planned intervals	In order to determine whether the EnMS conforms to the requirements of ISO 50001
172	9.2.1 c	Conduct internal audits of the EnMS at planned intervals	In order to determine whether the EnMS is effectively implemented and maintained
173	9.2.2 a	Plan establish, implement and maintain an audit program	Including the frequency, methods, responsibilities, planning requirements and reporting
174	9.2.2 a	Take into account the importance of the processes concerned	And results of previous audits
175	9.2.2 b	Define the audit criteria	And scope for each audit
176	9.2.2 c	Select auditors	In order to ensure objectivity and the impartiality of the audit process
177	9.2.2 d	Ensure that the results of the audits are reported	To relevant management
178	9.2.2 e	Take corrective and improvement actions	Cf. §§ 10.1 and 10.2
179	9.2.2 f	Retain records as evidence of the implementation of the audit program	And the audit results, cf. § 7.5.1
	9.3	Management review
180	9.3.1	Review the EnMS at planned intervals	in order to ensure that the EnMS is always appropriate, adequate, effective and consistent with the company's strategy. "No system is perfect"
181	9.3.2 a	Take into account the progress of actions decided during the previous management review	Use the last management review report
182	9.3.2 b	Take into account changes in issues of the EnMS	Cf. § 4.1
183	9.3.2 c 1	Take into account the information on the EnMS performance	Including trends in nonconformities and corrective actions, cf. § 10.1
184	9.3.2 c 2	Take into account the information on the EnMS performance	Including trends in inspection (monitoring and measurement) results), cf. § 9.1
185	9.3.2 c 3	Take into account the information on the EnMS performance	Including trends in audit results, cf. § 9.2
186	9.3.2 c 4	Take into account the information on the EnMS performance	Including trends in results of evaluation of compliance with legal requirements
187	9.3.2 d	Take into account the improvement opportunities	Including those for competence
188	9.3.2 e	Take into account the energy policy	Cf. § 5.2
189	9.3.3	Include in energy performance inputs	The extend to which objectives have been met
190	9.3.3	Include in energy performance inputs	Energy performance and improvement
191	9.3.3	Include in energy performance inputs	Progress of action plans
192	9.3.4 a	Include improvement decisions in the outputs	Of energy performance
193	9.3.4 b	Include improvement decisions in the outputs	Of the energy policy
194	9.3.4 c	Include improvement decisions in the outputs	Of the EnPIs and EnBs
195	9.3.4 d	Include improvement decisions in the outputs	Of objectives and action plans
196	9.3.4 e	Include improvement decisions in the outputs	Of integration with business processes
197	9.3.4 f	Include improvement decisions in the outputs	Of the allocation of resources
198	9.3.4 g	Include improvement decisions in the outputs	Of the competence , awareness and communication
199	9.3.4	Retain records as evidence of the results of management reviews	Cf. § 7.5.1
	10	Improvement	Act, Check
	10.1	Nonconformity and corrective action
200	10.1 a 1	React to the nonconformity	And take action to control it
201	10.1 a 2	React to the nonconformity	And deal with the consequences
202	10.1 b 1	Evaluate the need for corrective action	By reviewing the nonconformity
203	10.1 b 2	Evaluate the need for corrective action	By determining the root causes of the nonconformity
204	10.1 b 3	Evaluate the need for corrective action	By searchin if similar nonconformities have occurred
205	10.1 c	Implement any action needed	So that the nonconformity does not happen again
206	10.1 d	Evaluate the effectiveness	Of any corrective action taken
207	10.1 e	Make changes to the EnMS	If it seems necessary
208	10.1	Adapt corrective actions	To the effects of nonconformities
209	10.1	Retain records of the nature of the nonconformities	And any action taken, cf. § 7.5.1
210	10.1	Retain records of the results of any corrective action	Cf. § 7.5.1
	10.2	Continual improvement
211	10.2	Improve continually the EnMS	its suitability, adequacy and effectiveness
212	10.2	Demonstrate continual improvement	Of the energy performance of the EnMS