LumiformMobile audits & inspections
Get AppGet App

ISO 5001 Audit Checklist

The structure of the following ISO 50001:2018 audit checklist is based on the standard structure of an energy management system. After the audit, you will automatically receive a report on the audit results. This allows you to see at a glance which requirements have already been met and which areas still need to be improved in order to obtain the desired certification.
Rated 5/5 stars on Capterra

Say goodbye to paper checklists!

Lumiform enables you to conduct digital inspections via app easier than ever before
  • Cut inspection time by 50%
  • Uncover more issues and solve them 4x faster
  • Select from over 5,000 expert-proofed templates

Digitalize this paper form now

Register for free on and conduct inspections via our mobile app

  • Cut inspection time by 50%
  • Uncover more issues and solve them 4x faster
  • Select from over 4000 expert-proofed templates
Rated 5/5 stars on Capterra
App StorePlay Store

ISO 5001 Audit Checklist


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?


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?


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?


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?


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


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

Share this template:
This template is also available in: