The ISO 50001:2018 and its implementation Part II

Chapter 4. Context

As with all other revised standards, as of ISO 9001:2015 and ISO 14001:2015, the new energy management standard also follows the high-level structure. This means that the company is described according to its structure. Context means "... a fundamental conceptual understanding of external and internal issues ... that can have a positive or negative impact on the organization's energy-related performance and energy management system." 


The external framework's conditions and requirements give rise to internal problems that the organization has to face in its orientation and action. Ultimately, however, each organization must define the external structure itself.



  • Identify relevant stakeholders to improve energy performance and energy management systems. 
  • Determine relevant stakeholder requirements 
  • Determining which of the needs and expectations become internal problems

In this standard section, the company's relevant stakeholders must be identified with their claims to the company. "Stakeholders" are individuals or organizations that can influence a decision or activity in the energy sense. These include legislators, energy suppliers, customers, municipalities, suppliers, public authorities, investors, and employees, to name just a few as a second step, their expectations must be found out and explained.


The scope

No power source can be excluded in the energy management system (e.g., fuel consumption). The scope has a location reference. It can also be applied to extraterritorial sites (with or without power consumption). For example, other production sites and warehouses in other locations are included in the application area (power consumption through lighting, cooling). The scope can be applied to staffed or unstaffed sites.



The scope of the energy management system according to ISO 50001 extends to (local) – all factory facilities (address) including production areas, quality laboratory, warehouse, office, and social areas, as well as company-owned motor vehicles 


- the following energy sources:

  •  Natural gas
  •  Diesel
  •  Gasoline
  •  Thruster
  •  Electricity

- Activities:

  • Production and processes, packaging and
  • Transport
  • production-related tests, analysis after customer inquiries, application tests for further development of product quality in the quality laboratory and technical center
  • Business trips of the company in motor vehicle
  • Production management, sales, planning, and control
  • Use of social spaces

- Excluded

  • the following location: rented warehouse without power consumption (address)


Besides, for companies that are cost-intensive, a more precise differentiation of own and external consumption by approved laws also plays an important role in the energy management system's scope.


The scope sets the framework for the implementation of the management system and also aims to establish limits. Different legal requirements for the company can also play important roles.


The application scope must be available as documented information.


Formally, only those procedures for which a documentation obligation has been established, the so-called "documented information" required, which are explicitly mentioned in ISO 50001:2018, should be documented.


The organization will be able to create any type of document that it deems necessary to describe its performance related to energy and the management system.


The documented information associated with the management system is channeled through a content directory. For each documented information, you can see the revision status and the date of the change. The organization will check the documentation at least at an annual interval to verify the update or changes.


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Comments: 1
  • #1

    John (Saturday, 23 September 2023 12:30)

    Amazing content. The energy management system is a key component of any organization. Do you think <a href="https://www.globalmanagergroup.com/Products/energy-system-certification-manual-procedures-documents.htm">ISO 50001 documents</a> are a very important part of the certification?