• Client / Site

  • Conducted on

  • Prepared by

  • Location


  • This internal self-assessment will help assess the compliance of your Energy Management System (EnMS) with ISO 50001:2018. Remember to attach evidence to items where required, and to sign off and complete this assessment at the end.

4. Context of the Organization

  • The external and internal context issues?

  • The ability that affect your organization to achieve the intended outcome(s) of your EnMS and to improve your energy performance?

  • The information obtained from the energy review when determining organizational context?

  • Boundaries and/or limits on the applicability of your EnMS?

  • Identifying, monitoring and reviewing the relevant internal and external issues of your organization to establish whether the impact of any changes to them will affect your EnMS?

  • Identifying the ‘interested parties’ that are relevant to your energy performance and EnMS?

  • Identifying the risk and opportunities for deviating from energy performance?

  • Identifying what requirements these interested parties themselves have, which are relevant to your EnMS?

  • Continually monitoring and reviewing these interested parties?

  • The applicable legal and other requirements related to your energy use, energy consumption, and energy efficiency?

  • Adopting a process approach when developing, implementing and improving the effectiveness of your EnMS?

  • Establishing the scope of your EnMS?

5. Leadership

  • Is top management involved in the EnMS preparation and continued review?

  • Do they ensure that the Energy Policy is communicated within your organization and to relevant parties?

  • Are the EnMS requirements integrated into your organization’s business processes?

  • Are responsibilities and authorities assigned and communicated by top management?

  • Are these understood within your organization?

  • Can top management demonstrate that they:

  • Have on-going commitment?

  • Have ensured the energy policy, objectives, and energy targets established are compatible with the strategic direction of your organization?

  • Have leadership actions, active involvement in the EnMS, and retention of EnMS responsibilities?

  • Have an on-going allocation of resources?

  • Have taken responsibility for emphasizing the importance of conforming to the requirements of your EnMS?

  • Ensure that the EnMS is achieving its intended results?

  • Drive continual improvement within your organization?

6. Planning

  • Have you established measurable objectives and targets at relevant functions and levels?

  • Are they consistent with your organization’s energy policy?

  • Have you reviewed your organization’s activities and processes that can affect energy performance and lead to actions that result in continual improvement of energy performance?

  • Have you identified SEUs and energy performance improvement opportunities?

  • Have you considered the output of the energy review to identify risks and opportunities and input to the subsequent energy planning process?

  • Have you integrated risk management into the strategic planning process?

  • Are the EnPIs and energy baseline appropriate for measuring and monitoring its energy performance and enable to demonstrate energy performance improvement?

  • Have you established energy measurement plan for which data to collect, how to collect it and how often to collect?

7. Support

  • Have you determined and provided the resources needed for the establishment, implementation, maintenance and continual improvement of the EnMS and energy performance?

  • Have you determined and maintained the knowledge obtained by your organization to ensure that your organization can control your energy performance and EnMS?

  • Can you demonstrate that you have determined the competency requirements for personnel relate to your organization’s SEUs?

  • Have you retained documented information to demonstrate that all personnel under your control are competent?

  • Have you determined internal and external communications activities relevant to the EnMS?

8. Operation

  • Are the SEUs and the energy uses related to the energy objectives, targets and action plans effective operational control and maintenance?

  • Have you identified opportunities for the improvement of energy performance at the earliest stages of design and throughout the entire design process?

  • Have you considered the best available energy efficient techniques, practice and emerging technology trends when designing new, modified or renovated facilities, equipment, systems and processes?

  • Have you taken energy implications into account in procurement decisions for energy services, products and equipment?

  • Are the procurement specifications, tender and contract documentation including energy performance criteria?

9. Performance Evaluation

  • Have you demonstrated the effectiveness of the EnMS by improvements in EnPIs over time, relative to the relevant EnB?

  • Have you determined the significant deviation when a departure from a defined or acceptable level of energy performance?

10. Improvement

  • Can you demonstrate that you are actively looking for opportunities to improve the performance of your EnMS?

  • Can you identify whether any non-conformity could also exist elsewhere within your facilities, equipment, systems and processes or whether they could potentially happen elsewhere?

  • Can you demonstrate that you are continually improving the adequacy, suitability and effectiveness of your EnMS?

Sign Off

  • I, the undersigned, confirm this audit took place and was completed accurately.

  • Full name and signature of auditor

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.