2 Standards, definitions and books

2.1 Standards
2.2 Definitions
2.3 Books

2.1 Standards

Energy standards and references

2.1

explications The ISO 50001 family mainly includes the standards:

ISO 50001 (2018), Energy management systems – Requirements with guidance for implementation
ISO 50002 (2014), Energy audits – Requirements with guidance for use
ISO 50003 (2021), Energy management systems – Requirements for bodies providing audit and certification of energy management systems
ISO 50004 (2020), Energy management systems – Guidelines for implementing, maintaining, and improving an energy management system
ISO 50005 (2021), Energy management systems – Guidelines for phased implementation
ISO 50006 (2023), Energy management systems — Evaluating energy performance using energy performance indicators and energy baselines
ISO 50007 (2017), Energy services — Guidelines for the assessment and improvement of the energy service to users
ISO 50015 (2014), Energy Management Systems – Measurement and verification of the energy performance of organizations – General principles and recommendations
ISO 50046 (2019), General methods for estimating energy savings
ISO 50047 (2016), Energy Saving – Determining energy savings in organizations

ISO standards (over 22,000) are used in countless fields and are recognized worldwide.

The ISO 9000 family of standards includes three essential booklets (and guidelines):

ISO 9000 (2015): Quality management systems – Fundamentals and vocabulary
ISO 9001 (2015): Quality management systems – Requirements
ISO/TS 9002 (2016): Quality management systems – Guidelines for the application of ISO 9001:2015
ISO 9004 (2018): Quality management – Quality of an organization – Guidelines for achieving sustained performance

A standard added in 2002 (and revised in 2018) is:

ISO 19011 (2018): “Guidelines for auditing management systems”

ISO 31000: 2018 “Risk management – Guidelines” establishes the principles and process risk management, risk assessment, and risk treatment.

Three French documents related to best practices and processes with explanations, recommendations, and examples:

AC X50-178 (agreement, 2002) Quality Management – Process Management – Best Practices and Feedback
BP X30-120 (Best Practices, 2006) Energy – Energy Diagnostics in Industry
FD X50-176 (documentation booklet, 2017) Management Tools – Process Management

The NF EN 17267 (2019) standard “Energy Measurement and Monitoring Plan – Design and Implementation – Principles for Collecting Energy Data” specifies the requirements and principles for the design and implementation of an energy measurement and monitoring plan.

ISO 37301 (2021) "Compliance management systems — Requirements with guidance for implementation" helps you comply with laws, regulations, and ethical standards and reduce risks.

All of these standards and many others can be ordered (in electronic or paper format) from the AFNOR (French Association for Standardization) website in the shop, catalog, standards section, or from the ISO website.

More than 28,000 standards (in English and other languages) are available free of charge on Public.resource.org.

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2.2 Definitions

Terms and definitions related to quality and energy

2.2

The beginning of wisdom is the definition of terms. Socrates

Specific qualityaptitude to fulfill requirements (see also ISO 9000, 3.6.2) and energy terms:

Competence: personal skills, knowledge and experiences
Conformity: fulfillment of a specified requirement
Corrective action: action to eliminate the causes of nonconformity or any other undesirable event and to prevent their recurrence
Customer: anyone who receives a product
Customer satisfaction: top priority objective of every quality management system related to the satisfaction of customer requirements
Document: any support allowing the treatment of information
Effectiveness: capacity to realize planned activities with minimum effort
Efficiency: financial relationship between achieved results and used resources
Energy baseline (EnB): quantified reference of energy performance
Energy management system (EnMS): set of processes allowing energy objectives to be achieved
Energy manager: leader in the journey towards energy excellence
Energy performance: measurable result of energy consumption, use and effectiveness
Energy performance indicator (EnPI): value of a parameter, allowing energy performance to be measured
Energy review: analysis of energy performance to identify opportunities for improvement
Energy objective: energy related, measurable goal that must be achieved
External provider (supplier): an entity that provides a product
Indicator (target): value of a parameter, associated with an objective, allowing the objective measure of its effectiveness
Management system: set of processes allowing objectives to be achieved
Nonconformity: fnon-fulfillment of a specified requirement
Organization (company): a structure that satisfies a need
Procedure: document describing the actions to be taken to carry out a process
Process: activities that transform inputs into outputs
Product (or service): every result of a process or activity
Quality: aptitude to fulfill requirements
Quality management: activities allowing the control of an organization with regard to quality
Requirement: explicit or implicit need or expectation
Risk: likelihood of occurrence of a threat or an opportunity
Significant energy use (SEU): significant part of consumption with potential for improvement
Stakeholder: person, group or company that can affect or be affecteded by an organization
Top management: group or persons in charge of the company's control at the highest level

In the terminology of management systemsset of processes allowing objectives to be achieved (see also ISO 9000, 3.5.3), do not confuse:

accident and incident
- an accident is an unexpected serious event
- an incident is an event that can lead to an accident
anomaly, defect, dysfunction, failure, nonconformity, reject and waste:
- anomaly is a deviation from what is expected
- defect is the non-fulfillment of a requirement related to an intended use
- dysfunction is a degraded function that can lead to a failure
- failure is when a function has become unfit
- nonconformity is the non-fulfillment of a requirement in production
- reject is a nonconforming product that will be destroyed
- waste is when there are added costs but no value
audit program and plan
- an audit program is the annual planning of the audits
- an audit plan is the description of the audit activities
audit, inspection, auditee and auditor
- an audit is the process of obtaining audit evidence
- an inspection is the conformity verification of a process and product
- an auditee is the one who is audited
- an auditor is the one who conducts the audit
control and optimize
- control is meeting the objectives
- optimize is searching for the best possible results
customer, external provider and subcontractor
- a customer receives a product
- an external provider provides a service or a product
- a subcontractor provides a product or service on which specific work is done
effectiveness and efficiency
- effectiveness is the level of achievement of planned results
- efficiency is the ratio between results and resources
energy review, internal audit and management review
- energy review is the analysis of energy consumption
- internal audit is the assessment of the compliance of the EnMS
- management review is the assessment of the effectiveness of the EnMS
follow-up and review
- follow-up is the verification of the obtained results of an action
- review is the analysis of the effectiveness in achieving objectives
inform and communicate
- to inform is to give someone meaningful data
- to communicate is to pass on a message, to listen to the reaction and discuss
objective and indicator
- an objective is a sought after commitment
- an indicator is the information on the difference between the pre-set objective and the achieved result
organization and enterprise, society, company
- organization is the term used by the ISO 50001 standard as the entity between the supplier and the customer
- an enterprise, society and company are examples of organizations
process, procedure, product, activity and task
- a process is how we satisfy the customer using people to achieve the objectives
- a procedure is the description of how we should conform to the rules
- a product is the result of a process
- an activity is a set of tasks
- a task is a sequence of simple operations

Remark 1: the use of ISO 50001 definitions is recommended. The most important thing is to determinate a common and unequivocal vocabulary for everyone in the company.

Remark 2: the customer can also be the user, the beneficiary, the trigger, the ordering party, the consumer.

Remark 3: between indicator and target our preference is for indicator.

Remark 4: between stakeholder and interested party our preference is for stakeholder.

Remark 5: documented information is any information that we must maintain (procedure ) or retain (record )

For other definitions, comments, explanations and interpretations that you don’t find in this module and annex 06, you can consult: explications record