Sustainability Management Systems

ISO 50001

April 15, 2014

Mr. Justin Dunning, Vice President
Mr. Chris Carson, Business Development
Agenda

DEKRA Overview

ISO 50001 Overview

Subaru of Indiana - Case Study & Questions

Harbec - Case Study & Questions

Enerit - Software for Integrated Management Systems

Questions for Panel

DEKRA

• Headquarters in Stuttgart
• 12 strategic business fields
for automotive, industrial
and personnel services
• Revenues 3.0 billion USD
• Around 28,300 employees
in more than 50 countries
• 10 strategic acquisitions –
helping to push forward
internationalization
• Half of all employees work
outside of Germany

© Enerit Ltd 2014 3

DEKRA – Worldwide

● DEKRA in more than

50 countries

DEKRA
Automotive

DEKRA
Industrial

DEKRA
Personnel

© Enerit Ltd 2014 4

DEKRA Certification Group

Sector
QHSE
Specific

Risk Energy/
Management Sustainability
Our Presenter

Justin Dunning
ISO 9001, ISO 14001, &
ISO 50001 Auditor

Over 40 GHG Verifications

completed

Vice President
Certified Sustainability
DEKRA Certification, Inc
Practitioner
Focus on ISO 50001

7
Why companies get certified

Certification

Required Beneficial

Stakeholders Regulations Clients ROI Improvement

Benefits of Certification
INTERNAL EFFECTS
● Controlling existing risks or hazards and taking
appropriate preventive measures
● Increasing motivation of your employees
● Elimination of “blind thinking‘”by independent, external
experts
● Basis for Continuous Improvement Process (CIP)
● Sustainability through regular surveillance and repeat
audits
EXTERNAL EFFECTS
● Confidence-building measures towards the customers
● Reduced work for the quality proof on the market
● Neutral document for effective management system
● Risk-reducing measures as a part of quality management
● International acceptance
● Improved documentation e.g. for better evidence in the
events of liability
9
ISO 50001 and SEP

Superior Energy
ISO 50001: 2011 Performance (SEP)

ISO 50001 + additional

Requires performance requirements
improvement

Administered by US DOE
Applicable for any industry

Fewer documentation Sets specific performance

requirements targets

Note: ISO 50001 is also referred to as an Energy Management System(EnMS)

Current Market Statistics on ISO 50001

 ISO 50001 Released July 15, 2011, and reaching 7,000 Certificates
globally!
 Last 2 years saw a 400%+ increase in certification year over year.

11
 Who is getting certified?

In addition to Subaru and Harbec, the leaders on the call today:

Automotive
GM, Chrysler / Fiat,
Nissan, Volvo Truck / Industrial
MACK Truck, American General Dynamics,
Axle, Bridgestone, Allsteel,
Cummins CCP Composites,
3M, BASF
Commercial
JW Marriott
Stuttgart Airport,
Bangalore International
Airport

12
Barriers to Energy Efficiency

No management focus

Lack of understanding of financial, economic, and

environmental benefits

Lack of skills for Energy Efficiency measurement and

projects

Poor monitoring systems and data

Focus on initial costs rather than recurring reductions

Energy Efficiency knowledge resides within individuals

rather than the organization

Page 13 © 2012 DEKRA 15.04.2014

Deming Cycle Applied to EnMS

4.4 Energy Planning 4.5 Implementation

and Operation
Plan Do

Act Check
4.7 Management 4.6 Checking
Review
Seven Sections of ISO 50001

4.1 General Requirements

4.2 Management Responsibility

4.3 Energy Policy

4.4 Energy Planning

4.5 Implementation and Operation

4.6 Checking

4.7 Management Review

ISO 50001 - Best Practices

Multiple SEU’s
Awareness, Work instructions

Engaging Employees
Incentives for suggestions, Parties for meeting goals

Setting Priorities
Formal scoring process folded into existing Cap EX

Constant Communication
Monthly updates accessible to staff

“Significant Deviations”
How much pressure are you putting on your budgeting?

16
ISO 50001 - Pitfalls

Estimating is not Validating

Focus is not on what savings should be, rather what they are

How effective was your training?

Did the message get through

SEU’s don’t need to improve

Only one required. Can you meet your goals if performance degrades?

“Crossing the Boundary”

Small sources sometimes get bigger

Proving a Negative
Document the revelvant variable analysis (SEP)

17
ISO 50001 Case Study: Subaru of Indiana

Getting Started…
Business Performance Assessment group responsible for EnMS
• Support from Total Production Maintenance group
• Monitor and analyze energy consumption data.

Developed Energy Management Team

• Chaired by Executive Vice President
• Included key members from all critical departments,
• Opened lines of communication
• Everyone worked together to ensure the EnMS was implemented
correctly.

Page 18 © 2012 DEKRA 15.04.2014

Subaru of Indiana

The First Big Lesson….

ISO 50001 is not ISO 14001 for Energy

• Originally assumed that ISO 50001 same as ISO 14001
• Change “environmental” to “energy”
• Similar to ISO 14001 in basic management system requirements,
however ISO 50001 entails understanding of:
• How much energy is being used?
• Where energy is being used?
• What is using it?
• How well you are using that energy?

Page 19 © 2012 DEKRA 15.04.2014

Subaru of Indiana

Benefits realized….

• ISO 50001 system established tighter control points

• All changes in energy consumption more easily recognized
• The impact on CO2 understood.
Goal
• 5% energy performance improvement over the 2012-2016
timeframe.
Results
• FY 2012: 1.2% energy performance improvement
- At same time production level and hours worked increased
• FY 2013: 7.3% energy performance improvement

Page 20 © 2012 DEKRA 15.04.2014

Q & A - Subaru of Indiana

Mr. Brent Lank, Senior Project Specialist

Page 21 © 2012 DEKRA 15.04.2014

ISO 50001 Case Study – HARBEC, Inc.

The beginning…

HARBEC, Inc. is a machining, tooling, and injection molding company

located in Ontario, NY.
• 1996 – ISO 9001 Certification
Started per customer request, became a key to success
• 2000 – ISO 14001 Certification
Improve their environmental impact as ISO 9001 did for quality
• 2013 – Goal to become Carbon Neutral
Looking at proactively addressing the sustainability requirements of the
global market
Led them to the new ISO 50001/SEP standard.
ISO 50001 Case Study – HARBEC, Inc.

The journey…

• COMMITMENT: 15% reduction in total energy usage over 3 year span

(SEP’s Platinum Energy Performance Pathway)

• ISSUES ALONG THE WAY: Trouble making EnPI tool work as it was
geared towards more traditional power plant. (Harbec: Wind turbines
and Co-Gen Plant)

• RESULT: 15% achieved largely through better management of Co-Gen

Plant
HARBEC, Inc.

Benefits…

• EMPLOYEE ENGAGEMENT: People are now taking the time to think

“How can we decrease energy usage”
• SYSTEMIC APPROACH TO ACHIEVING ENERGY COST SAVINGS:
Certification gave the tools to measure and monitor going forward.
• CONTINUAL ENERGY EFFICIENCY IMPROVEMENT: ISO
50001/SEP designed to keep fueling itself. People see that it is
working, see that it is saving money, they participate, and leads to more.
• LOW IMPLEMENTATION COSTS WITH HIGH ROI: Reduction did not
require costly new equipment or major changes. Able to optimize what
they have by integrating their current management systems.
Q & A - HARBEC, Inc.

Mr. Jeff Eisenhauer, Energy Manager

Integration of Standards

Common Elements:

ISO 50001 ISO 14001

4.2.2 Management Representative 4.4.1 Resources, roles, responsibility and authority
4.4.2 Legal requirements and other requirements 4.3.2 Legal and other requirements
4.5.2 Competence, training, and awareness 4.4.2 Competence, training, and awareness
4.5.4.1 Documentation requirements 4.4.4 Documentation
4.5.4.2 Control of Documents 4.4.5 Control of Documents
4.5.5 Opertational Control 4.4.6 Opertational Control
4.6.2 Evaluation of compliance with legal 4.5.2 Evaluation of compliance
requirements and other requirements
4.6.3 Internal audit of the EnMS 4.5.5 Internal audit
4.6. Nonconformities, correction, corrective action, 4.5.3 Nonconformity, corrective action, and
and preventative action preventative action
4.6.5 Control of records 4.5.4 Control of records
Integration of Standards

Similar Elements:

ISO 50001 ISO 14001

4.2 Management Responsibility 4.4.1 Resources, roles, responsibility and authority
4.2.1 Top Management 4.4.1 Resources, roles, responsibility and authority
4.3 Energy Policy 4.3 Environmental Policy
4.4.6 Energy objectives, energy targets and energy 4.3.3 Objectives, targets and program(s)
management action plans
4.5.3 Communication 4.4.3 Communication
4.7 Management Review 4.6 Management Review
Integration of Standards

Unique Elements:
ISO 50001 ISO 14001
4.4.3 Energy Review 4.3.1 Environmental aspects
4.4.4 Energy Baseline No equivalent clause
4.4.5 Energy Performance Indicators No equivalent clause
4.5.6 Design No equivalent clause
4.5.7 Procurement of energy services, products, No equivalent clause
equipment and energy
4.6.1 Monitoring, measurement and analysis 4.5.1 Montoring and measurement

Mr. Mark McCaffrey,

EnMS Implementation Manager
Enerit
What does Enerit do?

Nonconform Meetings
ity
Management

Action
Tracking
Document
Management Audit
Management

ISO
50001

© Enerit Ltd 2014

What is Our Mission?

To Enable Excellence in
Everyday Management
Practices

© Enerit Ltd 2014

How We Accomplish Our Mission

We Facilitate the ISO 50001

“Way of Working”

Guided Pathway to
Compliance

Manage Multiple People and

Projects

© Enerit Ltd 2014

Today

© Enerit Ltd 2014

© Enerit Ltd 2014
 The Costs Associated With Compliance

9%
Internal Staff Time
18%

6% ISO 50001 / SEP Audit

67%
M&T Equipment

External Technical
Assistance

© Enerit
Source – DOE http://www.superiorenergyperformance.net/results.html Ltd 2014
 The Costs Associated With Compliance

9%
Internal Staff Time
18%

6% ISO 50001 / SEP Audit

67%
External Technical
Assistance
M&T Equipment

© Enerit
Source – DOE http://www.superiorenergyperformance.net/results.html Ltd 2014
Why is Internal Staff Cost So Significant?

Lack of Lack of Looking for

Implementation Planning and Current
Experience Follow up Documents

Manually
Replicating
Updating Ineffective Travel Between
Existing
Multiple Communication Multiple Sites
Information
Spreadsheets

TIME IS WASTED
© Enerit Ltd 2014
Value Delivered

“Saved 50% of the time needed to

look after ISO 50001”

© Enerit Ltd 2014

How Enerit Reduces Internal Staff Time

Manage More
Work Increase
People/
Anywhere Collaboration
Projects

Eliminate
One “Go To”
Spreadsheet
Location
Admin

Leverage
Drive Share
Existing
Accountability Learnings
Standards
Leverage Common Elements

Unique Elements
Leverage Common & Similar Elements
How Enerit Reduces Auditor’s Time

Reduces
Highlights
Insightful Reoccurrence
Continual
Visualisation of Non-
Improvement
conformities

Efficiency of
Clear Evidence Overall Audit
and Records Processes (on
and off-site)

Standardized Integration with

Possibility of
Platform other ISO
Remote Audit
Approach Standards
© Enerit Ltd 2014
Enerit’s STEP INTERFACE Guides You

Level Level Level Level Level

1 2 3 4 5

© Enerit Ltd 2014

In Summary, Enerit Enables You To….

Cut Energy
Costs

© Enerit Ltd 2014

Exclusive Webinar Offer

Purchase Enerit within the next

30 days and receive a
25% discount

© Enerit Ltd 2014

Contact Enerit

mark.mccaffrey@enerit.com www.enerit.com
info@enerit.com

USA : 1 347 230 5887 Europe : 353 91 709 830

@enerit_energy Follow us on LinkedIn

For Additional Information

Department of Energy: ISO 50001

http://www1.eere.energy.gov/energymanagement/index.html

Department of Energy: Industrial Technologies Program

http://www1.eere.energy.gov/industry/
SEP
http://superiorenergyperformance.energy.gov/

SEP Certification Protocol

http://www.superiorenergyperformance.net/pdfs/SEP_Cert_Protocol.pdf

YouTube Video for SEP

http://www.youtube.com/watch?v=u7zLjl06y6I

GSEP Clean Energy Ministerial

http://www.cleanenergyministerial.org/gsep/

U.S. CEEM
http://usceem.org/
Questions?

Risk Corporate
Business
Identification ISO 14064 Social
Continuity
& Mitigation Responsibility

ISO 50001 Supply Chain

ISO 14001
Sustainability ISO 22301

Greenhouse Asset Energy

ISO 55001
Gas Management Conservation

Next Webinar May 13: Sustainability Management Systems Overview

featuring additional material from your feedback in March
Thank You!

If you need anything please contact us at

1-800-768-5362

West /Midwest Region: Chris Carson

x41325 christopher.carson@dekra.com

East/ Northeast Region: Cem Onus

x41315 cem.onus@dekra.com

South/Southeast Region: Zach Artz

x41331 zachary.artz@dekra.com

or go to
www.dekra-certification.us

DEKRA Certification, Inc. © 2012