06 · Standards & compliance

ISO-50002 conformance: what's required

Last updated 2026-04-21
Draft published
First-pass content live. Engineering review and Opnor-team validation in progress — see the "author backlog" callouts at the bottom.

ISO-50002 is the energy-audit standard most industrial buyers (and Hydro-Québec program reviewers) reference when they say "we need a real audit, not a walkthrough." It defines what a credible audit produces, the depth tiers, and the documentation you have to hand over. Opnor's 2-week deep-dive is ISO-50002-Level-2 conformant.

What ISO-50002 actually requires

ISO-50002:2014 (Energy audits — Requirements with guidance for use) defines a process. Not a deliverable format, not a software tool — a process. It prescribes how the auditor must:

  • Plan the audit (objectives, scope, boundaries, depth)
  • Collect data (consumption history, asset inventory, operational profiles)
  • Conduct the field walk-through with documented sampling
  • Analyze the data to produce energy-performance baselines
  • Identify and rank energy-saving opportunities (ECMs)
  • Report findings with sufficient evidence for replication and review

The standard is technology-neutral. It doesn't say "use software X." It says the auditor must produce evidence, traceability, and engineering review at every step. Opnor's Audit Engine produces exactly the evidence ISO-50002 asks for — that's why our deliverable is conformant out of the box.

The three depth tiers

ISO-50002 defines three audit levels. Hydro-Québec's Solutions efficaces (SEA) program requires Level 2 minimum.

Level 1 — Walk-through
High-level visual survey, narrative report, ballpark ECM list. Useful for screening, insufficient for funding applications. Opnor's free diagnostic + EMD sit in this band.
Level 2 — Detailed
Engineering-grade audit with measured baseline, asset-level energy model, ECMs sized + costed, payback calculations. SEA-eligible. Opnor's 2-week deep-dive lives here.
Level 3 — Investment-grade
Same scope as Level 2 plus extended monitoring, statistical analysis, and detailed M&V plans for each ECM. Required for ÉcoPerformance projects with capex above ~$500K.
The 2-week-audit confusion
Some buyers assume "2 weeks" means we're doing a Level-1 walk-through faster. It doesn't. The 2 weeks is elapsed time on a Level-2 deep-dive — the audit-engine compresses analysis work, not engineering depth. Same scope, same sign-off, faster delivery.

Scope-of-work content (what the SOW must specify)

Before kickoff, ISO-50002 requires a written scope agreement covering:

  • Audit objectives — savings target, decarbonization goals, capital-allocation use case
  • Boundaries — physical (plant fence, specific buildings) and operational (production lines included/excluded)
  • Depth (Level 1, 2, or 3)
  • Energy carriers covered (electricity, gas, steam, fuel, biomass)
  • Time period analyzed (typically 12 months)
  • Auditor competence and independence statement

Opnor's standard SOW template covers all of these — and the boundaries + depth + energy-carriers fields drive the Audit Engine's configuration before kickoff.

Required deliverables

ISO-50002 prescribes the audit report contains:

  • Executive summary with prioritized opportunity list
  • Description of the energy-using systems audited
  • Baseline energy consumption with carrier breakdown
  • Energy-performance indicators (kWh/tonne, GJ/tonne, intensity ratios)
  • Identified energy-saving opportunities with: estimated savings, capital cost (AACE-class), simple payback, qualitative risk assessment
  • Recommendations for implementation sequencing
  • Methodology and data-quality discussion (the confidence-scoring model in our case)
  • Auditor sign-off (P.Eng. for Quebec projects)

What ISO-50002 isn't

ISO-50002 is an audit standard, not an energy-management standard. That's ISO-50001 (the management-system standard, which a plant implements organizationally). Plants often confuse them — typical question is "do we need ISO-50001 to qualify for SEA?" The answer is no: SEA funds the ISO-50002 audit; ISO-50001 is a separate certification path on the operational side.

Similarly, ISO-50002 doesn't prescribe M&V protocols for measuring savings after the fact. That's IPMVP (which Opnor EMIS conforms to). The two work together: ISO-50002 produces the engineered savings estimate, IPMVP is how you verify it post-implementation.

🚧 Author backlog (Opnor team to fill)
  • Confirm Opnor's 2-week deliverable maps cleanly to all ISO-50002 §5 sections (engineering review)
  • Add a sample SOW template link once published
  • Verify Quebec Level-3 capex threshold of $500K (industry rule of thumb — confirm with Hydro-Québec)