ISO 50001:2018 Document Kit

The ISO 50001 Document Kits by KLS Academy PLT are designed to simplify the implementation and certification process for the ISO 50001:2018 Energy Management System (EnMS). This ready-to-use package includes 54 essential documents, structured into four levels.

The document kits comprise general templates. If your organization requires further customization based on your business processes, activities, scope, and context, you may Request for Quotation by contacting us at hello@kls-academy.com.

The document kit is structured into four levels for clarity, ease of implementation, and compliance assurance:

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4 Levels of Documentation Structure

Level 1: Manual (6 Files)

  1. Energy Management System (EnMS) Manual
  2. EnMS Policy
  3. EnMS Objectives, Targets & Action Plan
  4. Context & Interested Parties Register
  5. Energy Planning Process Overview
  6. Roles, Responsibilities & Authorities Matrix

Level 2: Mandatory Procedures (11 Files)

  1. Document & Record Control Procedure
  2. Energy Planning Procedure
  3. Legal & Other Requirements Identification Procedure
  4. Competence, Training & Awareness Procedure
  5. Communication Procedure
  6. Operational Control Procedure
  7. Design & Procurement Procedure (energy-efficient products & services)
  8. Monitoring, Measurement & Analysis Procedure
  9. Internal Audit Procedure
  10. Management Review Procedure
  11. Nonconformity, Corrective Action & Continual Improvement Procedure

Level 2: Standard Operating Procedures (SOP) (10 Files)

  1. SOP for Energy Data Collection & Validation
  2. SOP for Energy Baseline (EnB) Establishment & Review
  3. SOP for Energy Performance Indicators (EnPIs) Tracking
  4. SOP for Control of Significant Energy Uses (SEUs)
  5. SOP for Maintenance of Energy-Efficient Equipment
  6. SOP for Energy Procurement & Supplier Evaluation
  7. SOP for Emergency Preparedness & Energy Supply Disruptions
  8. SOP for Project Implementation & Energy Efficiency Improvements
  9. SOP for Energy Performance Evaluation & Reporting
  10. SOP for Outsourced Services Affecting Energy Use

Level 3: Work Instructions (6 Files)

  1. Work Instruction for Identifying & Recording Energy Uses
  2. Work Instruction for Monitoring SEUs (e.g., HVAC, boilers, motors)
  3. Work Instruction for Calculating EnPIs
  4. Work Instruction for Energy Data Entry & Record Keeping
  5. Work Instruction for Conducting Energy Performance Audits
  6. Work Instruction for Handling Nonconformities in Energy Monitoring

Level 4: Forms and Checklists (21 Files)

  1. Master Document Register
  2. Energy Objectives & Action Plan Template
  3. Context & Interested Parties Analysis Form
  4. Legal & Regulatory Requirements Register
  5. Energy Review Template
  6. Energy Baseline (EnB) Register
  7. EnPI Calculation Sheet
  8. SEU Register & Monitoring Log
  9. Operational Control Checklist (SEU-specific)
  10. Energy Data Collection Log (monthly/quarterly)
  11. Calibration Record for Energy Meters/Instruments
  12. Audit Plan
  13. Audit Checklist
  14. Audit Report
  15. Management Review Agenda & Minutes
  16. Nonconformity & Corrective Action Report
  17. Continual Improvement Log
  18. Training Attendance & Competency Record
  19. Supplier Evaluation Form (energy performance focus)
  20. Energy Procurement Checklist
  21. Emergency Preparedness & Response Plan Template