ISO 50001 Checklist - FREE Downloadable PDF

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ISO 50001 checklist

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Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.

Customize this template or build your own
Fill out templates via mobile app
Assign and track corrective actions
Get reports and analyse your data

Prices start from ░░░ per month

Book a demo

Learn more

This ISO 50001 checklist transforms how facility managers and energy teams prepare for certification. Unlike broad energy assessment tools, this template focuses specifically on ISO 50001 compliance requirements, walking you through each element of the standard from energy policy development to management review. When your organization faces pressure to reduce energy costs while maintaining certification, this checklist becomes invaluable.

It helps you identify energy performance improvement opportunities while ensuring all documentation meets audit requirements. We designed this template for sustainability managers and compliance officers who need a systematic approach to energy management.

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Preview of the template

Audit

Context of the Organization

Have you identified external and internal issues that need to be reviewed?

Is the information obtained from the energy balance available when determining the organizational context?

Are all legal requirements regarding energy efficiency, sales and consumption determined?

Have you determined the boundaries and applicability of the energy management system?

Identify, monitor and review the relevant internal and external issues of your organization

Identify the "interested parties" relevant to your energy performance and EnMS?

Identify risks and opportunities for deviation from energy-related performance?

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

Have you checked the applicable legal and other requirements?

Has a process approach been used to develop, implement and improve the effectiveness of the EnMS?

Has the scope of the EnMS been defined?

Leadership

Is it ensured that the energy targets can be achieved?

Is it ensured that the energy policy goals are compatible with the company?

Have the requirements of the EnMS been integrated?

Have you ensured that the established energy policy, goals, and objectives are consistent with your organization's strategic direction?

Is there an ongoing resource allocation?

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?

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

Support

Have the resources needed to establish, implement, maintain, and continuously improve the EnMS and energy performance been identified and allocated?

Can you demonstrate that you have established competency requirements for staff related to your organization's SEUs?performance and EnMS?

Did you keep documented information?

Have you defined the internal and external communication activities relevant to the EnMS?

Operation

Are SEUs and energy use related to energy goals, objectives, and action plans that enable effective operational control and maintenance?

Have you identified opportunities to improve energy performance at the earliest stages of planning and throughout the planning process?

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

Have you considered energy impacts when making procurement decisions for energy services, products and equipment?

Performance Evaluation

Have you determined what needs to be monitored and measured?

Evaluate the improvement of the EbL by comparing the values

Examine the main deviations

Improvement

Can you determine if there could be a nonconformity or if it could possibly occur elsewhere?

Is the adequacy, suitability, and effectiveness of your EnMS continuously improving?

Sign Off

I, the undersigned, certify that this audit has taken place and has been conducted correctly.

Full Name Auditor

Signature Auditor

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Frequently asked questions

What are the key components of an ISO 50001 checklist?

An ISO 50001 checklist covers leadership commitment, energy policy, planning, implementation, performance evaluation, and improvement. It guides you through establishing energy baselines, identifying significant energy uses, setting objectives, and creating action plans. The most effective checklists include sections for documenting evidence of compliance with each requirement.

What documentation should I prepare when using an ISO 50001 checklist?

Prepare your energy policy, energy review methodology, baseline calculations, performance indicators, action plans, and training records. You’ll also need evidence of monitoring and measurement activities, management review minutes, and corrective action documentation. Having these documents organized before using the checklist makes your assessment more efficient and thorough.

How does an ISO 50001 checklist differ from a general energy audit checklist?

An ISO 50001 checklist specifically addresses standard requirements for certification, focusing on systematic management rather than just technical aspects. While energy audits identify savings opportunities, ISO 50001 checklists verify your management system meets specific requirements for policy, planning, implementation, and continual improvement of energy performance across your organization.

What are the most common non-conformities found when using an ISO 50001 checklist?

Most organizations struggle with inadequate energy performance indicators, incomplete energy reviews, and insufficient monitoring of significant energy uses. Other common gaps include poor documentation of energy planning methodology, lack of calibration records for monitoring equipment, and incomplete evidence of management review outputs like resource allocation decisions.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.