To implement ISO 50001:2018 there are number of documents and records that are necessary as per standard to build a robust energy management system. With the revision of old standard, now standard has adopted some common term such as “Documented Information” in place of documents and records. However, it is still important to identify where there is a requirement of document and record. For that, standard uses term “Maintain documented information” for document requirement and “retain documented information” for record requirements.
Following is the list of the mandatory documents and records required to comply with requirements of ISO 50001:2018.
Clause Number | Document/Record | Documented information of |
4.3 | Record | The EnMS scope and boundaries of the organization’s Energy Management System |
5.2 | Document | Energy policy of the organization |
6.2.2 | Document | Objectives and energy targets of the organization |
6.2.3 | Record | Action plan to achieve objectives and energy targets |
6.3 | Document | Methods and criteria used to develop the energy review |
6.3 | Record | The results of the energy review |
6.4 | Document | Method for determining and updating the EnPI |
6.4 | Record | EnPI value(s) |
6.5 | Record | EnB(s), relevant variable data and modification to EnB(s) |
6.6 | Record | Energy data collection plan and on measurement, monitoring and other means of establishing accuracy and repeatability |
7.2 | Record | Evidence of competence |
7.4 | Record | Suggested improvements |
8.1 | Document | Control over processes |
8.2 | Record | Design activities related to energy performance |
9.1.1 | Record | Results of the investigation and response to significant deviations in energy performance and on the results from monitoring and measurement |
9.1.2 | Record | Results of the evaluation of compliance and any actions taken. |
9.2 | Record | Implementation of the audit programme(s) and the audit results. |
9.3 | Record | Results of the management review |
10.1 | Record | Nature of the non-conformities and subsequent actions taken and results of any corrective action |
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