ISO 50001 Documentation Checklist

ITVC’s reference list below supports development of documentation for an ISO 50001:2018 energy management system.

These 31 topics are a reference list to select or integrate according to scope, requirements and risks. The standard does not require every organization to issue 31 separate documents. Consider Amendment 1:2024 during implementation.

31 documentation topics

1. Energy management system manual
2. Procedure for organizational context and interested parties’ needs and expectations
3. Energy policy
4. Assignment of responsibilities and authority
5. Procedure for addressing risks and opportunities
6. Energy objectives
7. Action plans to achieve energy objectives
8. Procedure for energy review and identification of energy consumption
9. Energy-related design review procedure
10. Energy planning
11. Procedure for establishing energy baselines
12. Procedure for establishing energy performance indicators (EnPIs)
13. Procedure for identifying and updating energy-related legal requirements
14. Compliance evaluation procedure
15. Energy-related competence and awareness procedure
16. Communication procedure
17. Documented information management procedure
18. Energy monitoring and measurement procedure
19. Energy-related emergency response procedure
20. Energy-related supplier evaluation procedure
21. Procurement procedure for energy and energy-consuming equipment
22. Operational planning and control procedure
23. Maintenance procedure for equipment associated with significant energy uses
24. Repair procedure for equipment associated with significant energy uses
25. Operating instructions for equipment associated with significant energy uses
26. Appointment of the energy management team
27. Procedure for commissioning energy audits and reviewing their results
28. Energy management system internal audit procedure
29. Management review procedure
30. Incident, nonconformity and corrective action procedure
31. Energy performance improvement procedure

Related articles

• ISO 50001 consulting and training
• Steps for implementing ISO 50001

ISO50001:2018