50001 Ready: Tools for Accelerating Adoption of ISO 50001 in the U.S. Pete Langlois 50001 Ready Program Manager U.S. Department of Energy Advanced Manufacturing Office June 2017
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50001 Ready: Tools for Accelerating Adoption of ISO 50001 in the U.S.
Pete Langlois50001 Ready Program Manager
U.S. Department of EnergyAdvanced Manufacturing Office
June 2017
U.S. Energy Management Practices - Current to Future
Current State: Project by Project
Desired Future State: ISO 50001
Current adoption levels
Increasingly commonplace: 46% of U.S. manufacturing facilities have set goals for improving energy efficiency
Minimal: <0.1% of U.S. manufacturing facilities have adopted ISO 50001
Approach Project-based System-wide
Scope and energy systems
Equipment and physical systems.Utility energy systems: Boilers, etc.
Equipment, systems, personnel, processes.Include key processes and unit operations.
Management buy-in
Ad hoc or none Executive decision-maker involvementTop management commitment
Resilience to staff turnover
Dependent on energy champion or individuals
Cross-organizational involvement.Integrated in core organizational and business practice.
Self-sustaining No – based on individual projects, individual-dependent
Yes – Plan-Do-Check-Act management cycle, individual-independent
Outcomes Reliant on continuous streams of capital to support EE upgrades and sustained improvement
Establishes operational control procedures and organizational structure designed for continual improvement
Focus areas Ad hoc and reactionary, typically utility-support energy systems
Structured analysis and prioritization of significant energy uses (usually key processes)
Energy in design Ad hoc or none Established process for energy consideration in design for new facilities, systems, equipment and processes
DOE Role in Advancing Systematic Energy Management
“Project-by-project” energy
management approach
Systematic ISO 50001
energy management
approach
DOE Role
Working with Industry to…
Reduce Cost- Tools and training streamline process- Prioritization of energy opportunities- Enterprise approach enables scale
Minimize Risk- Better data analytics- Corporate and management commitment- Make the business case
Inform and Educate- Training for various staff- Develop “profession” around systematic
EnMS and ISO 50001 implementation
1% annual improvement
Capital intensive improvement: 1 to 5 year payback
Energy savings not sustainable
5% annual improvement
10 to 20% low cost improvement:<1 year payback
Continual energy performance improvement
Current situation Goal at Scale
ISO 50001 Overview
What it is: A global standard around managing energy based on
expertise from 56 countries A management model for continual improvement of
energy performance Manages energy efficiency, energy security, energy
use and energy consumption Similar to quality (ISO 9001) and environmental
(ISO 14001) management system standards
What it does: Builds institutional knowledge throughout an organization
Engages all staff (executive, facility, procurement, communications, etc.), not just facility management
Creates the market pull and business culture for industry to invest in advanced energy efficiency technologies
Reduces business risk associated with unpredictable energy costs and supply
Establishes an ingrained culture and practice around energy performance
Enables more cost-effective and rapid investment in advanced energy efficient technologies
A management system is: Say what you do Do what you say Prove it Improve it
ISO 50001: Initial Performance Data
The most effective way for U.S. manufacturing facilities and buildings to achieve their fullest potential in energy efficiency is to adopt programs & policies that improve energy performance on a continuing basis DOE’s Superior Energy Performance (SEP) program demonstrated that ISO 50001 can achieve:
Up to 30% improvement in energy performance over three years 12% average reduction in energy costs within 15 months of implementation
Broad implementation of ISO 50001 in the U.S. will significantly improve energy efficiency and reduce GHG
in U.S. facilities and buildings
Savings at certified facilities greater on average compared to non-certified facilities:• 3M: 62% greater over 3 years: 18 ISO 50001 sites across 7 countries; 2 US SEP, 1 Korea
SEP certified; 257 non-ISO 50001• Schneider Electric: 65% greater over 4 years: 20 ISO 50001 in North America; 16 US SEP
certified; 30 non-ISO 50001
ISO 50001 is Being Used in Commercial & Industrial
ISO 50001 in America
• 3M• Aflac • American Axle &
Manufacturing• BAE Systems • BMW• Bosch Rexroth• Bridgestone • Cargill• Chrysler• Coca-Cola• Cummins• Curtiss-Wright EMD• Detroit Diesel• Google
• Harbec• Hilton Worldwide• IBM• Intertape Polymer• Land O’Lakes• Mack Trucks• Marriott International• MedImmune• NewGold• Nissan North America• Samsung• Schneider Electric• Titan America• Volkswagen• Volvo
ISO 50001 helped us nearly double our ENERGY STAR Portfolio Manager score.
Alfred Blackmar, Aflac Vice President,
Facilities Support
The ISO 50001 framework not only builds upon our energy management systems, but also help us drive consistency and performance improvements across our locations.
Steve Sacco, Schneider Electric Vice President, Safety, Environment & Real Estate
Hilton Worldwide has become the first hospitality company to have hotels certified to the DOE’s Superior Energy Performance. Photos courtesy of Hilton.
DOE’s Dual Approach to EnMS/ISO 50001 Adoption
50001 Ready: Recognition for ISO 50001 conformance using guidance in DOE’s
50001 Ready Navigator tool
ISO 50001 Certification
Superior Energy Performance (SEP): Recognition for ISO 50001 certification and 3rd party verification of energy performance
improvements
DOE builds the market to prepare companies to progress towards ISO 50001 conformance. DOE has developed an energy management continuum that begins with market-driven business culture and culminates in verified savings.
DOE Role Providing tools and the market on-ramp Providing verified results and outcomes
Market Purpose
DOE’s 50001 Ready self-attestation program prepares organizations for certification
DOE’s SEP program fills the gap in the market for verified energy performance improvements from ISO 50001 implementation
M&V Protocol 50001 Ready M&V Protocol SEP M&V Protocol
Tools 50001 Ready NavigatorEnPI Lite
50001 Ready NavigatorEnergy Performance Indicator (EnPI) Tool
Path to Achievement
1. Complete 25 steps in 50001 Ready Navigator2. Self-attest to completion3. Report energy performance
1. ISO 50001 certification2. 3rd party SEP Performance Verification audit
50001 Ready Overview
Key Actions in a 50001 Ready EnMS
Set an Energy Policy Have management commitment Empower an energy team Identify where energy is used Create plans to improve energy use Management approval of plans Track progress and reassess energy
action plans
The 50001 Ready program offers a no-cost way to receive recognition for establishing a business practice around the management of energy. The program is not a certification program, and does not require any third-party audits or verification.
Participating in the 50001 Ready program provides your facility(ies) with the tools to implement and maintain a structured, continual improvement-based EnMS
Key Benefits of a 50001 Ready EnMS
Manage risk associated with energy performance
Reduce energy-related costs Increase cost competitiveness Dedicate more resources to growing staff
and expanding production Demonstrate corporate leadership
energy.gov/50001ready
What 50001 Ready Is and Is Not
50001 Ready Is Not…
A standalone DOE program
50001 Ready is designed to be branded & customized by the utility, state, etc.
DOE willing to co-brand 50001 Ready recognition
DOE is not ‘claiming’ savings
Designed to replace current Utility SEM programs or offerings
50001 Ready can be used to jump start into SEM or integrated into advanced SEM program
Requires minimal effort to integrate with existing SEM programs
A certification program
50001 Ready builds infrastructure toward certification (if desired)
Provides recognition for self-declared conformance to the principles of ISO 50001
50001 Ready Is…
A promoter of consistent energy management principles and energy performance improvement
Provides guidance based on the ISO 50001 standard used across the globe
Consistent output across sectors, geography, service territories
A program that does not require formal certification
Self-declared performance to ready a facility for ISO 50001/SEP certification
A set of resources available for rebranding/repurposing
The program and its tools may be ‘owned’ by service companies, utilities, states, and other implementer organizations.
The provider of user-friendly tools to establish an energy management system
Should not require ‘certified’ professionals to implement; but may leverage existing program support staff or CP EnMS professionals
3 Steps to DOE Recognition
Complete the 25 tasks in the 50001 Ready NavigatorFollow the guidance and track your progress through four topic areas (Planning, Energy Review, Continual Improvement, and System Management) in the 50001 Ready Navigator. All guidance in the Navigator will be maintained by DOE to ensure alignment with ISO 50001.
Self-attest to their completionHave your energy management team lead and a senior management representative sign a simple self-attestation form to confirm the establishment of an energy management system once all tasks in the 50001 Ready Navigator have been completed.
Measure and improve energy performance over timeUse EnPI Lite, EPA’s ENERGY STAR Portfolio Manager, or Better Buildings, Better Plants annual reports to measure and report energy performance.
50001 Ready Recognition
STEP 1Implement ISO 50001 principles / culture
STEP 2Analyze energy performance
STEP 3Request 50001 Ready recognition
Submit information to DOE for Review Self-attestation of completion of Navigator, executed
by team leader and executive Submit energy performance data
DOE or Utility recognizes
50001 Ready achievement
Use the 50001 Ready Navigator Online Tool The Navigator walks you through the process of
implementing an energy management system and prepares you to be 50001 Ready
Adopt Valid Tool to Present Energy Performance DOE offers the EnPI Lite tool for 50001 Ready EPA’s Portfolio Manager can also be used Other tools can be approved by DOE
50001 Ready: Live in May 2017• 109 users in 50001 Ready Navigator• Interest from several utilities and large
industrials, early adopter and supply chain pilots underway
50001 Ready Navigator
Online tool, with simple, step-by-step approach to ISO 50001 implementation Guidance broken into straight forward sections, including:
• Getting It Done – what specifically needs to be accomplished
• Task Overview – how does this task connect with ISO50001
• Full Guidance – comprehensive guidance about the task
• Transition Tips – from other ISO management systems or ENERGY STAR
Track and update task progress Form teams and assign tasks to team members Download guidance Create multiple projects Access over 100 related resources Get DOE 50001 Ready Recognition!
Designed for Varied Audiences
50001 Ready Navigator is designed for a range of technical abilities
Staff ranging from engineers to energy managers to sustainability champions
Facilities with varying levels of familiarity with energy management
Builds on existing expertise with ISO 14001, ISO 9001, and ENERGY STAR Guidelines for Energy Management
Specific tooltips enable transition between related standards and programs energy.gov/50001ready
Collaborative, Team-Based Approach
• Assign tasks to team members and track progress.
• Tabs for action:
Tips for users with ISO 9001 and
ISO 14001 expertise
Add links to files on your shared
drive
Save meeting dates or record
decisions
Links to resources
• Getting It Done provides links to worksheets, templates, and checklists to complete this task
• View tooltips from related standards and programs, e.g., ISO 14001, ISO 9001, and ENERGY STAR
• Create notes to track progress and coordinate team members
Enterprise-Level Tracking
Track facility-level performance across different locations.
Co-branding and Customization
50001 Ready Navigator has been developed on open-source standards to enable co-branding and customization
• Issue 50001 Ready recognition as a partner organization
• Add Tooltips, Resources and FAQs specific to your organizational or regulatory requirements
• Track overall process of ongoing projects
EnPI Lite Calculator
EnPI Lite: Navigator’s companion tool for facility-level energy performance
• Enter or upload energy use data and account for mitigating factors (e.g., production levels, occupancy changes, testing duration, weather)
• Top-down regression analysis calculates energy change from baseline year
• Accepts input from DOE Energy Footprint tool and ENERGY STAR Portfolio Manager
• The EnPI Lite output file is one option for reporting energy performance for DOE recognition
EnPI Lite Results
Submit for Recognition in Navigator
50001 Ready recognition from DOE requires:
• Self-attestation to completion of all 25 tasks in the 50001 Ready Navigator
• Proof of energy performance calculations through EnPI Lite or related energy performance calculators
Projects can be submitted for recognition directly through the 50001 Ready Navigator
Click to request DOE recognition
Date of DOE recognition
Progressing from 50001 Ready to Certification
ISO 50001 certification: Complete 50001 Ready and:
1. Complete a full internal audit cycle.2. Full corrective and preventive action cycles.3. Full management review cycle.
Certification to ISO 50001 and SEP
All of the above, plus meet SEP requirements and demonstrate energy performance improvement: 4. Top-down regression analysis5. Bottom-up sanity check
Self-attestation prepares organizations for certification options:
Partnerships to Support Adoption
Partner RoleDOE Provides tools, training resources, and recognition
US manufacturing and commercial building sectors
Uses resourcesImplements ISO 50001-based EnMS
Verification and certification bodies Certifies facilities to ISO or SEP
Third parties, including:• Utilities and regulators• Federal/States/Regional/Local
government agencies• Standards and accreditation bodies (ISO,
ANSI/ANAB)• NGOs and carbon reporting programs• Consultants and energy service
companies• Large OEMs and supply chain leaders
• Establish utility programs with technical assessment and financial incentives
• Establish federal/state tax incentives• Implement state/local recognition and awards programs• Procure to product sustainability standard specifications and programs• Provide workforce training• Establish self-direct energy efficiency programs• Issue market-based recognition or rankings
DOE is fostering public-private partnerships to advance the technical readiness of ISO 50001 with industry, and create a higher level of industry practice in energy management
50001 Ready Summary
Key Actions in 50001 Ready
Set an Energy Policy
Have management commitment
Empower an energy team
Identify where energy is used
Create plans to improve energy use
Management approval of plans
Track progress and reassess energy action plans
Key Takeaways on 50001 Ready
Designed to be DIY
No cost for resources
‘Light Duty’ Turbo-Tax structure
Can support customers
Allows for internal and external experts
Consistent practice across facilities
Recognition by U.S. Dept. of Energy
Visit energy.gov/50001ready
Contact Pete [email protected]
202-586-0984
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