INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

STANDARD ISO 50001:2011 - BENEFITS FOR LEADERS IN THE FIELD

OF ENERGY EFFICIENCY

Prof. dr Vojislav Bozanic Msc Bojana Jovanovic

Faculty of organizational sciences Iritel a.d. Beograd
Jove Ilica 154, 11000 Belgrade Batajnicki put 23, 11000 Belgrade
Tel. 063/8328-425 Tel. 064/271-1818
e-mail: [email protected] e-mail: [email protected]

SUMMARY
Common social awareness campaigns, in the field of ecology, typically run those individuals and
sections of society who already feel importance of environment, but without the power to do
something significant. On the other hand, there is a kind of new experience of managers who
appear as the bearers of uncontrolled own development. They think that development can be
faster and more profitable if the ecology is not taken into account. In the regulation of these
opposites is the irreplaceable role of the state as a regulator of development and protection of
current and prospective interests of society, that the state realized through the implementation of
stimulus measures and restrictive legislation. The quality and effectiveness of these measures
can be best evaluated if they have cleverly integrated features and economic incentives. Most
managers speak the universal "language of money". Managers and owners are interested in cost
savings and increased profits. One of the good examples of merger savings and environmental
effects is the international standard ISO 50001:2011, which will be discussed in this paper. This
paper will also show the similarities, differences and recommendations for the joint
implementation of standards ISO 50001:2011 and the Law on the rational use of energy (draft).

KEYWORDS: energy efficiency, ISO standard 50001:2011, Law on the rational use of energy

1. INTRODUCTION
With increasing and constant environmental pollution, people awareness that something must be
done to reduce the pollution of the Earth grows, unfortunately often only in face with
consequences. With eco-unfriendly behavior of population and with work of a large
manufacturing plants, the planet is polluted and destroyed. One of the factors that significantly
affect the parameters of the environment is energy, its use, consumption and conservation.
It is well known that the only environmental awareness campaign and encourage people are not
enough to achieve the effect of those actions that will reduce environmental pollution. However,
there is a "universal driver" on the implementation of proper measures and proper treatment of
energy and environment in general, and that is money. Most managers speak the "language of
money". From the management in organization and their commitment to improvements in energy
efficiency, success of any project in energy efficiency the most depends. Managers and owners
are interested in cost savings and increased profits. If the "language of money" is used in

1
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

environmental campaigns, there may be significant developments in this area. One of the good
examples of merger savings and environmental effects is the international standard ISO
50001:2011, which will be discussed in this paper.
Previous standard SRPS EN 16001: 2010 1 which was equal with EN 16001:2009 2, is the
European forerunner of ISO 50001:2011, which will come out as the Serbian version by the end
of 2012. The international standard ISO 50001:2011, compared to the European standard, is a
broader approach that also specifically address the issue of implementation.
In the Republic of Serbia is expected publishing of the Law on the rational use of energy, which
is currently in draft form. This, as other laws, give the minimum requirements that a business
entity must meet to avoid coming to the violation of the provisions of Law and paying the high
fines. Law on the rational use of energy is primarily intended to apply to large consumers and
producers of energy. They are the target group and they have a legal obligation to maintain an
energy management system.
The Law is an obligation for target groups, but standard has a voluntary implementation.
Standard is upgrade of the basic global settings prescribed by Law. Standard allows companies
to apply it in order to achieve leadership in the field of energy efficiency. In other words, the
Law establishes a framework for the implementation of an energy management system at the
global level - at the level of the state. Standard helps in implementation of an energy
management system at the micro level - at the level of the enterprise. Because of the growing
importance of energy efficiency and popularizing it, will not take much time before the standard
ISO 50001:2011 becomes the indispensable requirements in tenders, as they are now the
standards ISO 9001 3, ISO 14001 4 and OHSAS 18001 5.
An energy management system, that requires Law, mainly applies to regular monitoring and
reporting of energy performance. The goal of the monitoring of energy performance in the
Republic of Serbia, in order to fulfill the strategy that is set at the state level, is related to certain
environmental parameters, including the energy efficiency. The Law establishes the legal
framework and details the roles and responsibilities of the energy management system, but
guidelines for practical application are omitted. The Law does not elaborate what organizational
measures have to be done to ensure adequate and timely reporting about energy performance.
With increased energy performance, energy efficiency brings saves the owner, and consequently
potentially increase profits.
Report on energy performance should be just a result of the overall organization and savings
measures implemented in the organization. There is evidence that the much larger energy savings
can be achieved with good management of energy, rather than using expensive technical and
technological solutions. This is just a hypothesis on which the whole standard ISO 50001:2011 is
structured. Standard ISO 50001:2011 provides guidance on the procedures which need to be met

1
SRPS EN 16001:2010 Sistemi menadžmenta energijom - Zahtevi sa uputstvom za upotrebu (Energy management
systems - Requirements with guidance for use)
2
EN 16001:2009 Energy management systems - Requirements with guidance for use
3
SRPS ISO 9001:2008 Sistemi menadžmenta kvalitetom – Zahtevi (Quality management systems - Requirements)
4
SRPS ISO 14001:2005 Sistemi upravljanja zaštitom životne sredine - Zahtevi sa uputstvom za primenu
(Environmental management systems - Requirements with guidance for use)
5
SRPS OHSAS 18001:2008 Sistem upravljanja zaštitom zdravlja i bezbednošću na radu – Zahtevi (Occupational
health and safety management system - Requirements)

2
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

in organization. In case of implementation of mentioned procedures, energy efficiency would not

be the only phrase and would not be implemented the only for compliance with the Law. Energy
efficiency becomes a motive for the reorganization of the company, the means to achieve cost
savings and a system that allows involvement of all employees in energy efficiency measures, on
relatively reasonable and understandable way.
The method applied in the paper is analysis, both individually and comparative, of ISO
50001:2011 and domestic Law on the rational use of energy (draft). Tables show together
requirements of these two documents and points out the differences in the requirements of these
documents. In addition to tabular display, graphical displays of the results obtained by the
analysis were used.

2. BASIC FEATURES OF STANDARD ISO 50001:2011

Standard ISO 50001:2011 specifies requirements for an energy management system (EnMS 6),
through which the organization shall establish energy policy and energy objectives, targets and
action plans for its implementation. Standard takes into account legal requirements and other
requirements (recommendations, national strategies) concerning energy consumption and energy
efficiency. The main objectives to be achieved by this standard are reducing greenhouse gas
emissions and reducing energy costs. The ultimate goal should be achieved is to improve energy
performance. The purpose of the standard is to enable organizations to establish systems and
processes to improve energy performance (energy efficiency, energy consumption and use of
energy).
Standard ISO 50001:2011 can be implemented independently or integrated with some of the
management system, such as the quality management system (ISO 9001), environmental
management system (ISO 14001), occupational health and safety management system (OHSAS
18001) and many others. Standard is widely applicable, in production, in the commercial,
institutional, or services sector. Standard is applicable to organizations of all types and sizes,
regardless of geographic, cultural and social conditions.
Standard ISO 50001:2011 enables organizations to expand environmental responsibility in the
management of energy resources and management of energy consumption. As such, it represents
a major component of organizational accountability, providing an internationally recognized
position for both technical and strategic aspects of energy management and consumption, which
respects all the legislation in this area. In addition, costs for energy are reduced and organization
is focused on reducing CO2 emissions.
ISO 50001:2011 standard provides organizations and companies with technical and management
strategies to increase energy efficiency, reduce costs and minimize negative environmental
impact. Based on the wide applicability in most economic sectors, it is expected that this
standard will affect more than 60% of energy demand worldwide 7. Although primarily intended
for the industry, the standard is applicable to any type of organization that wants to effectively
manage its energy use and efficiency.
Standard provides a framework for organizations to integrate energy management into their
management practices.
6
EnMS - energy management system
7
http://www.kvalitet.org.rs, Quality portal

3
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

Companies that have established, implemented and maintained an energy management system,
thus achieving these effects:
− Make a basis for comparison of energy use within certain time periods, between sectors,
but also within the industry and competing organizations (benchmarking).
− Actively manage the energy use, rationalization and cost savings, generated by recording,
as a result of improvements in energy management.
− Reduce emissions into the environment by reducing the use or application of renewable
energy sources, with no negative effect on the performance and activities of the
organization.
− Continuously improve the relationship between energy consumption parameters and
achieved results of work activities.
− Record and document savings that can later be used for internal use (for example,
comparison of energy consumption in different departments), and for external use (for
example, comparison between organizations or marketing effects).
Standard ISO 50001:2011 is not published to be similar with standards in series ISO 14000
environmental management systems, but as a useful and practical guidelines in the one field of
environment - energy management. As a result, organizations that have already implemented
(and certified) system in accordance ISO 14001 can easily integrate ISO 50001:2011 in the
existing management structure. As with ISO 9001 and ISO 14001, there is a certification process
for ISO 50001:2011 standard.
ISO 50001:2011 standard is a useful tool in the integration of performance measurement and
data with framework of management system. Implementation of this stanadard does not only
lead to an effective management process, it also increases energy efficiency and contribute to the
wise use of energy. Implementation of standard ISO 50001:2011 ensures that the organization
has an effective management process in order to achieve its energy objectives and targets.
Standard ISO 50001:2011 provides a systematic setting of targets related to energy and provides
assistance in achieving them, which can result in significant energy savings. This is the reason
that many states offer a variety of stimulants and tax incentives for organizations that have
implemented the energy management system, which is internationally accepted.
ISO 50001:2011 standard is intended for certification. Standard is based on the concept of
Deming PDCA cycle, like other standards for management systems, and hence the compatibility
between the standards. An illustration of the PDCA cycle in ISO 50001:2011 is shown below
(Fig. 1).

4
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

Plan

Energy review, objectives and

Act processes in accordance with
energy policy
Measures for continuous
improving of energy Energy policy
performance

Energy planning

Implementation and Do
Management review operation

Continuous improvements Implementation of processes

Check

Monitoring and measurement Monitor,

Checking measurement and
of targets, objectives, analysis
parameters and reporting
about it

Nonconformity, correction, corrective and

EnMS internal audit preventive action

Figure 1. PDCA cycle in standard ISO 50001:2011

Some of benefits of developement and implementation of energy management system in
accordance ISO 50001:2011 standard are:
• Reduced use of energy,
• Controling and reducing costs of energy,
• Reducing the negative environmental impact,
• Preparation for the monitoring and reporting of greenhouse gas emissions,
8
• Credibility about energy awareness in public .

3. IMPLEMENTATION FLOW OF STANDARD ISO 50001:2011

Some of the major obstacles encountered in the implementation of energy management systems
are not, as most expect, inaccessible or expensive technology. Practice shows that organizations
have enough technology, even some of the organizations very high sums of money invested in
the purchase of technology and modern machines, however, machines are not used in the right
way, in terms of energy efficiency and the environment.
Generally, a large number of organizations where the authors worked as consultants for
implementation of different management systems, the biggest problem were the people, their
habits, and existing inadequate organization. Employees often lack technical knowledge, no
systematic approach to work and the breadth and completeness in problem solving. In addition,
energy efficiency is often a low priority in relation to other activities that directly bring a profit
to organization, and is often set aside. The biggest problems arise when you do not have the

8
http://www.kvalitet.org.rs, Quality portal

5
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

support of top management, or when they do not want to get too involved, because they do not
see a result of savings in the short term. Energy management system does not come easy to show
cost savings and generated profits for organization.
The following illustration shows the flow of improvements that can be achieved by applying the
standard for energy management systems.

Top management commitment to the

program
Costs
Initial savings

First energy management - then

investment

Becomes a part of the

organizational culture

Investment

Figure 2. Flow of improvements in the implementation of an energy management system

4. MAIN FEATURES OF THE LAW ON RATIONAL USE OF ENERGY (DRAFT)

The European Union accepted the obligation to reduce emissions of greenhouse gases, including
carbon dioxide, by 20% compared to 1990., to increase the share of renewable energy to 20%
and to improve energy efficiency and achieve savings of 20% to 2020.
Ratification of the Contract of establishment of the Energy Community in 2006., Serbia has
obligation for implementation of European energy directive to increase the share of renewable
energy sources and energy efficiency.
The adoption of the Law on the rational use of energy was stopped by a negative opinion of the
Ministry of Finance in conjunction with the introduction of Energy Efficiency Fund. Serbia has
an obligation under the Energy Community of Southeast Europe and the EU to increase its
energy efficiency by 9% from 2011. to 2020. Although consumption per capita is lower in Serbia
than in some developed countries, per unit of product is consumed three to four times more
energy than in Europe.
Law on the rational use of energy (draft) predicts the implementation of the energy management
system for all big energy consumers and local governments. This include 120 companies that are
large consumers of energy, 30 companies that have a large number of facilities and 100

6
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

municipalities with more than 20,000 inhabitants. They will report about spendings and plans
how to save energy to the Ministry 9.
The adoption of the Law on rational use of energy, open access to European funds, which the EU
has already set for assistance to Serbia in the energy and environmental protection. The Law,
which is by the European Union rated as the most progressive, envisages a series of measures to
increase control of energy use in Serbia. Their adoption and implementation is significant in
order to save funds that would be used for new investments in the energy sector, economy,
infrastructure and the implementation of measures to protect the environment.
Law on the rational use of energy (draft) regulates the area of rational and efficient use of
energy. The Law provides establishment of the policy of rational use of energy, the
establishment, implementation and monitoring of the operation of energy management systems,
energy class product labeling and energy performance of buildings (specific administrative tools,
such as: energy passports mandatory for new buildings on 30 September 2012., classes A-H,
required class C, without passports can not be issued use permit nor can register an object), the
requirements of energy efficiency in the energy delivery, financial incentives for efficient energy
use and so on. The Law provides establishment of the Energy Efficiency Fund, whose role is in
the financial and administrative assistance in the implementation of energy efficiency projects.
The main objectives are to increase the security of energy supply, efficient use of energy, the
competitiveness of the economy, to reduce negative impact of the energy sector on the
environment, to encourage responsible behavior towards energy and so on 10.

5. COMPARISON BETWEEN STANDARD ISO 50001:2011 AND THE LAW ON

RATIONAL USE OF ENERGY (DRAFT) - SIMILARITIES, DIFFERENCES AND
JOINT IMPLEMENTATION
The purpose of this paper is to analyze the similarities, differences, options and
recommendations for the joint implementation of standard ISO 50001:2011 and regulations laid
down by the Law on the rational use of energy (draft). The following table (Table 1.) gives a
comparative view articles of standard ISO 50001:2011 and the articles of the Law on the rational
use of energy (draft), which would come into force in the Republic of Serbia. Law will be
applied to a large number of organizations, which simultaneous use of standard ISO 50001:2011
can provide valuable assistance in achieving compliance with the Law. Some of the articles in
Law are very similar to the articles in standard. In Table 1. are given explanations, similarity and
difference, especially for, at first glance, very similar provisions.

9
http://www.euractiv.rs, Euractiv Serbia
10
Law on the rational use of energy - Draft, Ministry of Infrastructure and Energy, Belgrade, September 2011

7
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

Standard ISO 50001:2011 Law on the rational use of energy - Draft

MICRO LEVEL MACRO LEVEL
Article Content of article Article Content of article
Scope and objectives of the Law
Scope Goals are established by the state
Standard scope includes the organization authorities and related to the global
Article 1 Article 1, 2
or some of its departments, plants or issues of energy efficiency and values
sectors. of energy parameters that need to be
achieved at the national level.
Normative refrence On the last page of the Law draft are
Refers to the standards and other laws given lists of European directives on
Article 2
with which is related the mentioned which it which is related to Law on the
standard. rational use of energy.
Responsibility for Law enforcement
The application of standard is voluntary.
Responsibility for the implementation
Responsibility for implementation exists
Article 3, 4 of the Law is on the state agencies.
only when the organization commits to
Implementation of the Law is
the implementation , through
mandatory for all target organizations,
certification of EnMS.
from the date of application.
The standard does not explicitly define
Target groups
the target group, because the standard is
The target groups of the Law are
applicable to all organizations, but puts Article 5
organizations where the application of
great emphasis on large consumers and
Law is mandatory.
producers of energy.
Article 3 Terms and definitions Article 6 Terms and definitions
Policyof rational and efficient use of
Energy policy
energy
Energy policy of organization is about Article 7, 8, 9,
Article 4.3 Policy is adopted by state and includes
implemented EnMS, explains how the 10
strategies, policies and plans for
organization intends to treat the energy.
achieving the policy.
Energy management system (EnMS)
The requirements for EnMS - general
It does not explain how the system
Article 4, requirements
Article 11 should look like, but it only gives the
4.1 Provides detailed information on the
information that it needs to be, without
concept and structure of EnMS.
details.
Target groups
Standard is voluntary. There is no
Article 12, 16 Organization in which is the
obligation to implement EnMS.
mandatory application of EnMS.
Responsibility of top management
The top management Jurisdiction of the Ministry, the
Management representative Government and the Agency for the
Responsibility for monitoring the application of EnMS
Article 4.2, operation of the system at the level of the Article 13, 14, Responsibility for monitoring the
4.2.1, 4.2.2 organization is concentrated in the 15 operation of the system at the state
management of the organization. level. A representative of management
Supervision of the implementation is shall be energy manager, and his team
done by the certification body which need to be consist of energy associates.
certified EnMS.

8
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

Standard ISO 50001:2011 Law on the rational use of energy - Draft

MICRO LEVEL MACRO LEVEL
Article Content of article Article Content of article
Energy planning
General requirements Plan for the rational use of energy
Legal and other requirements The Plan is adopted at the state level
Article 4.4, Energy baseline and includes the energy objectives
4.4.1, 4.4.2, Energy performance indicators which have to be met at the global
Article 17, 18
4.4.4, 4.4.5, Energy planning at the level of the level, where each organization
4.4.6 organization, an overview of the current participating eith achieved energy
situation in the energy and determination performance, which can be measured
of future desired state and ways to in the EnMS.
achieve them.
Implementation and operations
The Law does not display the mode of
General requirements
operation of the system. Does not deal
Communication
Article 4.5, with methods of communication within
Documentation - requirements and
4.5.1, 4.5.3, the system (requiring only regular
Document management
4.5.4, 4.5.5 external reporting to government
Operations management
agencies), or the method of
Detailed view of the functioning of the
documenting EnMS.
EnMS.
Energy targets, objectives and action
Annual program of rational use of
plans (programs)
Article 4.4.6 Article 19 energy
The program set out to achieve energy
The program is made at the state level.
performance at the organizational level.
Checking
Monitoring, measurement and analysis
Compliance with legal and other
requirements
The Law does not have detailed
Article 4.6, EnMS internal audits
instructions on techniques for
4.6.1, 4.6.2, Nonconformities, corrective and
monitoring, measuring and resolving
4.6.3, 4.6.4, preventive actions
energy nonconformities in
4.6.5. Records management
organizations.
Detailed procedures for monitoring,
measuring, solving nonconformities and
checking the energy performance
parameters in the organization.
There are no provisions on the role of
Management review - general
Article 4.7 management of organization in the
requirements, input and output elements
implementation of EnMS.
Competence, training and awareness Article 20, 21, Energy manager
Article 4.5.2 There are no explicit requirements for 22, 23, 29, 31, Energy associate
professional licensing exams to perform 32, 34, 35, 36, Certified energy advisors
tasks related to the EnMS. 37, 38 Licences and certificates
Energy review
Energy audit and energy audit reports
There are no explicit requirements that Article 24, 25,
Article 4.4.3 Conducted with the license (certified
must be implemented by a person with a 26, 27, 28, 30
energy advisors).
license, but have to be realized.

9
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

Standard ISO 50001:2011 Law on the rational use of energy - Draft

MICRO LEVEL MACRO LEVEL
Article Content of article Article Content of article
Designing
Energy products and energy efficiency
Procurement of energy services,
labeling
products, equipment and energy Article 39, 40,
Article The product should be designed in
Requires the consideration of energy 41, 42, 43, 44,
4.5.6, 4.5.7. accordance with the principles of
performance in the design of products 45
energy efficiency. Energy efficiency
and the procurement of components and
class must be marked.
equipment.
Energy review
Designing
Procurement of energy services, Article 46, 47,
Article Energy performance of buildings and
products, equipment and energy 48, 49, 50, 51,
4.4.3, 4.5.6, certificates and reports on the energy
Requires the consideration of energy 52, 53, 54, 55,
4.5.7. performance of buildings
performance in the design of facilities 56, 57, 58
and the procurement of components and
energy.
Designing
Procurement of energy services,
products, equipment and energy Energy efficiency in the production,
Article Article 59, 60,
Requires the consideration of energy transmission and distribution of
4.5.6, 4.5.7. 61
performance in the design of power electricity and heat
plants and the procurement of equipment
and energy.
Procurement of energy services,
products, equipment and energy Article 62, 63, Measurement and calculation of
Article 4.5.7
Requires the consideration of the energy 64, 65, 66, 67 energy consumption
performance in energy supply.
Procurement of energy services,
products, equipment and energy
Article 4.5.7 Article 68 Supply of natural gas
Requires the consideration of the energy
performance in energy supply.
Energy review
Designing
Article Requires the consideration of energy An energy review of the heating
Article 69
4.4.3, 4.5.6. performance in the design of the heating systems and boilers
system and the procurement of
components and equipment.
Energy review
Designing
Requires the consideration of energy
Article Energy review of air conditioning
performance in the design of air Article 70
4.4.3, 4.5.6. systems
conditioning systems and the
procurement of components, equipment,
energy services and energy.

10
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

Standard ISO 50001:2011 Law on the rational use of energy - Draft

MICRO LEVEL MACRO LEVEL
Article Content of article Article Content of article
Article 71, 72,
There are not explicitly listed funds to
73, 74, 75, 76,
assist in the implementation of standard,
77, 78, 79, 80, The Energy Efficiency Fund
but the funds can be obtained indirectly
81, 82, 83, 84, Incentives for energy efficiency
through the SIEPA, CEDEF, and various
85, 86, 87, 88,
European projects.
89, 90, 91, 92
Procurement of energy services, Duties of the public sector and public
products, equipment and energy procurement
Article 93, 94,
Article 4.5.7 With the procurement, organization must Atthe state level, considering energy
95
consider the energy performance of performance of suppliers in public
suppliers. procurements.
There is no such provision. Article 96 Tax, customs and other benefits
Renewable energy sources are mentioned
only as a way od increasing energy
Article 97 Renewable energy sources
efficiency. There are no special
requirements.
Procurement of energy services,
products, equipment and energy
Article 4.5.7 Requires the consideration of energy Article 98, 99 Energy services
performance in the design and
procurement of energy services
Energy review
Designing
Article
Procurement of energy services, Article 100,
4.4.3, 4.5.6, Energy efficiency in transport
products, equipment and energy 101, 102, 103
4.5.7.
Consideration of energy performance in
transport activities.
Monitoring of the implementation and
operation of EnMS conducts certification Article 104,
body that issued the certificate ISO 105, 106, 107,
50001. Monitoring is done through 108, 109, 110, Inspection control
certification, the first annual 111, 112, 113,
surveillance, second annual surveillance 114
and recertification after three years.
Article 115,
116, 117, 118,
There is no such provision. Penalty provisions and offenses
119, 120, 121,
122, 123, 124
Article 125,
126, 127, 128,
There is no such provision. Transitional and final provisions
129, 130, 131,
132
Table 1. Comparative analysis between standard ISO 50001:2011 and the Law on the rational
use of energy (draft)
This comparative analysis was performed to show that there are elements of energy management
systems that are not fully and precisely defined by Law, but the Law also has good elements,
such as the introduction of licensing and professional examinations in this area. Specifically,

11
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

paper shows a practical way of combining requirements of the Law on the rational use of energy
(draft) and standard ISO 50001:2011, in order to achieve outstanding energy performance. The
Law sets out a global framework for energy efficiency, and standard ISO 5001:2011 develops
specific elements of the energy management system at the level of a particular organization. On
the other hand, standard ISO 50001:2011 has a voluntary application, and its parts, which relate
to organizational and human resources, can significantly help in the co-implementation of the
Law. As we have shown, as standard, and the Law has good and bad sides.
We recommend starting with the application of the Law, and parallel the company should
introduce the management system standard ISO 50001:2011, and thus organization will have
good organizational and documentation support, in order to achieve timely and adequate
implementation of the Law.

6. SUMMARIZED REVIEW OF COMPARATIVE ANALYSIS

To analyze the congruence requirements of the Law on the rational use of energy (draft) and ISO
50001:2011 standard requirements for energy management system, adopted the following marks:
• An exact (fully) match between requirements of standard ISO 50001:2011 and Law on
the rational use of energy (draft), will be marked as - congruence 100%.
• Partial match between requirements of standard ISO 50001:2011 and Law on the rational
use of energy (draft) (partial matching usually refers to the requirements that are
applicable to the company level and the Law on the state level, or relating to articles
which match in some parts only), will be marked as – congruence 50%.
• A mismatch between the requirements of the standard and requirements of Law has a
dual mark:
o Congruence 0z% - indicates that there is a requirement in the Law, but not in the
standard.
o Congruence 0s% - indicates that there is a requirement in the standard, but there
is no in Law.

The following table (Table 2.) shows the analysis of the congruence requirements of standard
ISO 50001:2011 and the Law on the rational use of energy (draft), quantified through the above
mentioned adopted marks.

TITLE OF REQUIREMENT OF STANDARD ISO 50001:2011 AND CONGRUENCE

THE LAW ON THE RATIONAL USE OF ENERGY (DRAFT) MARK
1. Scope and objectives 100%
2. Normative references 100%
3. Legal obligation 0z%
4. Target groups 100%
5. Terms and definitions 100%
6. Energy policy 50%
7. General requirements for an energy management system 50%
8. Obligation for implementation of energy management system 0z%
9. Responsibilities in the energy management system 50%

12
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

10. Planning, legal requirements, energy performance indicators 50%

11. Operations management, communication, documentation 50%
12. Energy objectives and action plans 50%
Checking, monitoring and measurement, internal audits, corrective
13. 0s%
action, preventative action and nonconformities in EnMS
14. Management review 0s%
Competence of staff - energy managers, energy associates, certified
15. 100%
energy advisors
16. Energy review 100%
17. Energy products and their labeling 50%
18. Energy performance of buildings and studies 50%
19. Energy efficiency in energy transmission and distribution 50%
20. Measurement and calculation of energy consumption 50%
21. Supply of natural gas 50%
22. Energy review of the heating systems and boilers 50%
23. Energy review of air conditioning systems 50%
24. Energy Efficiency Fund and incentives 0z%
25. Public procurements 100%
26. Tax and duty exemptions 0z%
27. Renewable energy sources 50%
28. Energy services 100%
29. Energy efficiency in transport 50%
30. Inspection control 50%
31. Penalty provisions 0z%
32. Transitional and final provisions 0z%
Table 2. Quantified match between articles of standards ISO 50001 and the draft Law on the
rational use of energy

The following table (Table 3.) shows the summarized number of matches of specific
requirements of ISO 50001:2011 and the Law on the rational use of energy (draft).

NUMBER OF REQUIREMENTS
CONGRUENCE MARK PERCENTAGE
WITH CONGRUENCE MARK
1. 100% 8 25%
2. 50% 16 50%
3. 0z% 6 18.75%
4. 0s% 2 6.25%
Table 3. Number of requirements of ISO 5000:20111 standard and the Law on the rational use
of energy (draft) in various categories of congruence marks

In above table, it can be seen that there are a large number of requirements in which the standard
ISO 50001:2011 and Law are in the matching (25% of total requirements). The largest number
of requirements has partial matching, which precisely the analysis presented (50% of total
requirements). The requirements of the standard ISO 50001:2011 relates to the level of
organization and requirements of the Law relates to the state level, and therefore it can be

13
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

expected that the requirements of the Law are general and the requirements of ISO 50001:2011
standard is only one part of the Law requirements. There are a number of requirements contained
in the Law, but not the standard (18.75% of total requirements). These requirements are mainly
related to legal obligations, penalties, incentives. There are two requirements that exist in the
standard ISO 5001:2011, but not in the Law on the rational use of energy (draft) (6.25% of total
requirements). These requirements are related to organizational procedures and documentation
required for the implementation and operation of energy management at the organizational level.
In the following part of paper is presented a graphical view of the results obtained by analyzing.

16
14
12
10
100%
8
50%
6 0z%
4 0s%
2
0
NUMBER OF REQUIREMENTS WITH
CONGRUENCE MARK

Figure 3. Graphical representation of analysis

7. CONCLUSIONS
Law on the rational use of energy (draft) establishes a global framework for the implementation
of energy management systems and monitoring performance in the field of energy. The Law
provides implementation of energy management systems in individual enterprises, and there is a
detailed elaboration of an energy management system at the micro level ended. The importance
of ISO 50001:2011 is that it helps the individual organizations to implement an energy
management system, not just to meet the minimum required by Law, but to solve specific
problems in addition to achieve a specific benefits for themselves and for society. We hope that
at the state level will be recognized the importance of this standard, and that organizations which
have applied and certified energy management system, in accordance ISO 50001:2011, will have
market and administrative benefits, so that organizations can see the effects of their efforts to
become leaders in the implementation of energy management systems.
There is a large number of requirements in which the standard ISO 50001:2011 and Law
coincide. The largest number of requirements has partial matching, which the analysis precisely
shows. The requirements of standard are applicable at the organization level, and requirements of
the Law at the state level (general requirements), and therefore it can be expected that the
requirements of ISO 50001:2011 are only one part of the requirements of the Law. There are a
number of requirements contained in the Law, but not the standard. These requirements are

14
 INTERNATIONAL RENEWABLE ENERGY FORUM, Novi Sad, October, 2012

mainly related to legal obligations, penalties, incentives. There are two requirements that exist in
ISO 50001:2011, but not in the Law on the rational use of energy (draft). These requirements are
related to organizational arrangements and documentation required for the establishment and
operation of energy management at the organizational level.
As can be seen from the results obtained in the analysis, it is not possible to apply only one of
these documents (ISO 50001:2011 or the Law on the rational use of energy). Their requirements
are not the same, but largely overlap or complement. The only valid use is exactly the use of both
documents. In this way, organization avoids paying high penalties prescribed by the Law on the
rational use of energy (draft) in the event of failure to comply. At the same time, the aim of
implementation of ISO 50001:2011 is to properly establish an energy management system and
get all individual and general social benefits in terms of rational use of energy. Mutual
combining these two documents in the application, leads to advanced energy performance, which
help organizations to improve business image, prestige and achieve better relationships with
customers and suppliers.

REFERENCES
1. ISO 50001:2011 Energy management systems - Requirements with guidance for use
2. Law on the rational use of energy - Draft, Ministry of Infrastructure and Energy, Belgrade,
September 2011
3. SRPS ISO 9001:2008 Quality management systems - Requirements
4. SRPS ISO 14001:2005 Environmental management systems - Requirements with guidance
for use
5. SRPS OHSAS 18001:2008 Occupational health and safety management system -
Requirements
6. http://www.kvalitet.org.rs, Quality portal
7. http://www.euractiv.rs, Euractiv Serbia

ACKNOWLEDGEMENT
This paper is part of the project III 43008, which is supported by the Ministry of education,
science and technological development of the Republic of Serbia.

15