An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018

Business progress and human development are linked to the effective management and saving of energy resources. The ISO 50000 family of standards provides practices for the utilization, savings, efficiency and continuous improvement in energy performance, while the ISO 50001 establishes the requireme...

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Autores:
Poveda-Orjuela, P. Pablo
García-Díaz, J. Carlos
Pulido-Rojano, Alexander
Cañón-Zabala, Germán
Tipo de recurso:
Fecha de publicación:
2019
Institución:
Universidad Simón Bolívar
Repositorio:
Repositorio Digital USB
Idioma:
eng
OAI Identifier:
oai:bonga.unisimon.edu.co:20.500.12442/4320
Acceso en línea:
https://hdl.handle.net/20.500.12442/4320
Palabra clave:
Energy management
Vulnerability
Risk
Integral management system
Conceptual model
Rights
License
Attribution-NonCommercial-NoDerivatives 4.0 Internacional
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network_acronym_str USIMONBOL2
network_name_str Repositorio Digital USB
repository_id_str
dc.title.eng.fl_str_mv An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018
title An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018
spellingShingle An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018
Energy management
Vulnerability
Risk
Integral management system
Conceptual model
title_short An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018
title_full An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018
title_fullStr An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018
title_full_unstemmed An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018
title_sort An Integral, Risk and Energy Approach in Management Systems. Analysis of ISO 50001: 2018
dc.creator.fl_str_mv Poveda-Orjuela, P. Pablo
García-Díaz, J. Carlos
Pulido-Rojano, Alexander
Cañón-Zabala, Germán
dc.contributor.author.none.fl_str_mv Poveda-Orjuela, P. Pablo
García-Díaz, J. Carlos
Pulido-Rojano, Alexander
Cañón-Zabala, Germán
dc.subject.eng.fl_str_mv Energy management
Vulnerability
Risk
Integral management system
Conceptual model
topic Energy management
Vulnerability
Risk
Integral management system
Conceptual model
description Business progress and human development are linked to the effective management and saving of energy resources. The ISO 50000 family of standards provides practices for the utilization, savings, efficiency and continuous improvement in energy performance, while the ISO 50001 establishes the requirements for an energy management system (EnMS). This document presents i) the main topics of the ISO 50001:2018 and other areas not included in its review; ii) the need for organizations to have a comprehensive model with a risk focus for the rational implementation of management systems that fulfil the practices of energy efficiency, in conjunction with quality, safety, health at work and environmental management, among others; iii) the proposed focus for the conceptual model and the implementation route of a comprehensive management system, "QHSE3+" (Q = quality management (ISO 9001: 2015), HS = health and safety at work (ISO 45001: 2018), E = environmental management (ISO 14001: 2015), E2 = energy efficiency (ISO 50001: 2011) and + = other components of risk), which contributes to the sustainable success of organizations by reducing the vulnerabilities and risks associated with the categories in the acronym QHSE3+..
publishDate 2019
dc.date.accessioned.none.fl_str_mv 2019-11-08T20:42:18Z
dc.date.available.none.fl_str_mv 2019-11-08T20:42:18Z
dc.date.issued.none.fl_str_mv 2019
dc.type.eng.fl_str_mv article
dc.type.coar.fl_str_mv http://purl.org/coar/resource_type/c_6501
dc.identifier.isbn.spa.fl_str_mv 9780999344361
dc.identifier.issn.none.fl_str_mv 24146390
dc.identifier.uri.none.fl_str_mv https://hdl.handle.net/20.500.12442/4320
identifier_str_mv 9780999344361
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url https://hdl.handle.net/20.500.12442/4320
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dc.rights.*.fl_str_mv Attribution-NonCommercial-NoDerivatives 4.0 Internacional
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rights_invalid_str_mv Attribution-NonCommercial-NoDerivatives 4.0 Internacional
http://creativecommons.org/licenses/by-nc-nd/4.0/
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dc.publisher.eng.fl_str_mv LACCEI Latin American and Caribbean Consortium of Engineering Institutions
dc.source.eng.fl_str_mv Revista (Conferencia): 17 th LACCEI International Multi-Conference for Engineering, Education, and Technology: “Industry, Innovation, And Infrastructure for Sustainable Cities and Communities”
institution Universidad Simón Bolívar
dc.source.uri.eng.fl_str_mv http://dx.doi.org/10.18687/LACCEI2019.1.1.231
dc.source.bibliographicCitation.eng.fl_str_mv ISO/TC 301, Strategic Business Plan 2017, Geneve, Switzerland: ISO / IEC, 2017.
E. Gasiorowski-Denis, “ISO 50001 highlighted as key tool for climate action at Clean Energy Ministerial”. In: Meeting Beijing, ISO News: https://www.iso.org/news/ref2193.html, June 2017.
International Organization for Standardization and International Elechtrotecnical Commission (ISO/IEC), “Directives and Policies Ninth edition”. In: International Organization for Standardization, Official Rules to develop an ISO Standard: www.iso.org/directives-and-policies.html, 2018.
ISO/TC 301 Web Site, “ISO Standars Development”. Obtenido de ISO/TC 301 Energy management and energy savings: https://isotc.iso.org/livelink/livelink?func=ll&objId=17584985, 2018.
T. Aven and B. Krohn, “A new perspective on how to understand, asses and manage risk and the unforeseen”, Reliab. Eng. Syst. Safe., vol. 121, pp. 1-10, 2014. https://doi.org/10.1016/j.ress.2013.07.005
F. Dereinda and L. Greenwood, “Environmental Management System Risks and Oportunities: A Case Study in Pertamina Geothermal Energy Area Kamojang”. In: Proceedings World Geothermal Congress 2015, Melbourne, Australia. pp. 3-13, April 2015.
T. Aven, “Risk assessment and risk management: Review of recent advances on their foundation”. Eur. J. Oper. Res., vol. 253(1), pp. 1-13, August 2016.
A. O. Paraschivescu, “Risk Management and Quality Management. An Integrate Aproach”. Econ. Transdiscipl. Cogn., vol 19(1), pp. 55-61, 2016.
S. Thekdi and T. Aven, “An enhanced data-analytic framework for integrating risk management and performance management”. Reliab. Eng. Syst. Safe, vol. 156, pp. 277-287, 2016. https://doi.org/10.1016/j.ress.2016.07.010
International Organization for Standardization, “Guide ISO 83:2012. High level structure and identical text for management system standars and common core management system terms and definitions”, Geneve, Switzerland: ISO/IEC, 2012.
ISEC LTD-ISO/IEC JTC1/SC 27, “The ISO 27k Forum”. Obtenido de ISO27001security.com:http://www.iso27001security.com/html/iso27000.html, 2018.
International Organization for Standardization and International Electrotechnical Commission - ISO/IEC 13273-1, “Energy efficiency and renewable energy sources - Common international terminology - Part 1”, Energy Effieciency. Geneve, Switzerland: ISO/IEC, 2015.
International Organization for Standardization and International Electrotechnical Commission - ISO/IEC 13273-2, “Energy efficiency and renewable energy sources - Common international terminology - Part 2”. Renewable energy sources. Geneve, Switzerland: ISO/IEC, 2015.
International Organization for Standardization - ISO 50001:2018, “Energy Management Systems - Requirements with guidance for use”, Geneve, Switzerland: ISO/IEC, 2018.
International Organization for Standardization and International Electrotechnical Commission - ISO/IEC, “Consolidated ISO Supplement. Procedures Specific to ISO. Annex SL (normative) Proposals for management system standards”. International Organization for Standardization ISO / IEC Directives Annex. Geneve, Switzerland: ISO/IEC, 2011.
Clean Energy Ministerial CEM, “CEM Advancing Clean Energy Together, Ministerial Meetings”. Obtenido de Clean Energy Ministerial (CEM 01 to CEM 09): http://www.cleanenergyministerial. org/events-Clean-Energy-Ministerial, 2018.
Clean Energy Ministerial CEM, “Clean Energy Ministerial. Advancing Clean Energy Together”. Obtenido de CLEAN ENERGY MINISTERIAL: http://www.cleanenergyministerial.org/, 2018.
A. McKane, P. Therkelsen, A. Scodel, P. Rao, A. Aghajanzadeh, S. Hirzel, R. Zhang, R. Prem, A. Fossa, A.M. Lazarevska, M. Matteini, B. Schreck, F. Allard, N. Villegal Alcántar, K. Steyn, E. Hürdoğan, T. Björkman and J. O'Sullivan, “Predicting the quantifiable impacts of ISO 50001 on climate change mitigation”, Energ. Policy., vol. 107, pp. 278-288, August 2017.
C. Laurent, “International Organization for Standardization. ISO Survey of Management System Standard Certifications 2016”. Obtenido de ISO. Wen the world agrees. ISO Survey 2017. Executive Summary: https://www.iso.org/the-iso-survey.html, 2017.
ISO/CASCO Committee on Conformity Assessment, ISO TC Home, ISO Standards Development, “ISO SURVEY 2011 to 2017”. Obtenido de ISO Survey of certifications to management system standards - Full results ISO 50001 Data per Country and Sector: isotc.iso.org/livelink, 2018.
F. Marimon and M. Casadesús, “Reasons to Adopt ISO 50001 Energy Management System”, Sustainability, vol. 9(10), pp. 1-15, September 2017.
B. Jovanović and J. Filipović, “ISO 50001 standard-based energy management maturity model – proposal and validation in industry”, J. Clean. Prod., vol. 112, pp. 2744-2755, 2016. doi:https://doi.org/10.1016/ j.jclepro.2015.10.023.
D. Lee and C-C. Cheng, “Energy savings by energy management systems: A review”, Renew. Sust. Energ. Rev., vol. 56, pp. 760-777, 2016. doi:https://doi.org/10.1016/j.rser.2015.11.067
United Nations Industrial Development Organization – UNIDO, “What are the steps to adopt Energy Management Systems? Energy Management Systems-ISO 50001”. Energy Efficiency in Emerging Economies (E4). París, Ile de France, Francia: International Energy Agency (IEA), 2015.
International Organization for Standardization ISO 31000:2018, Risk management - Guidelines, Geneve, Switzerland: ISO/IEC, 2018.
M. Godet, “The Art of Scenarios and Strategic Planning: Tools and Pitfalls”, Technol. Forecast. Soc. Change., vol. 65(1), pp. 3-22, 2000.
International Electrotechnical Commission IEC, IEC 31010:2009 Risk management - Risk assessment techniques, Geneve, Switzerland: ISO/IEC, 2009.
International Organization for Standardization, ISO 50004:2014 Guide for the Implementation, Maintenance and Improvement of an EnMS. Geneve, Switzerland: ISO/IEC, 2014.
International Organization for Standardization, ISO 14004:2016 Environmental management systems - General guidelines on implementation. Geneva: Switzerland. ISO/IEC, 2016.
B. Hernandis Ortuño, and J.C. Briede Westermeyer, “An educational application for a product design and engineering systems using integrated conceptual models”, Ingeniare. Rev. chil. ing., vol. 17(3), pp. 432-442, 2009.
D. F. Sánchez Zambrano and O. Mayorga Torres, “The systemic approach as an analytical tool of an electronic device, case study: "IPod Nano seventh generation"”. DYNA, Vol 83(199), pp. 140-147, 2016. doi:https://doi.org/ 10.15446/dyna.v83n199.52878.
P. P. Poveda, J. C. García, y B. Hernandis, “Aplicación del Método Sistémico al Diseño de un Modelo Conceptual para Sistemas Integrales de Gestión QHSE3+ en PYMES”. In: Proceedings of IFDP`16 - Systems & Design:Beyond Processes and Thinking, Valencia, España. pp. 651 -664. doi:http://dx.doi.org/ 10.4995/IFDP.2016.4144
dc.source.bibliographicCitation.spa.fl_str_mv I. Laskurain Iturbe, Adopción de estándares de Gestión Energética e Integración con estándares de Gestión Ambiental, Girona: Universidad de Girona, 2015.
L. E. Colombo, (10 y 11 de enero de 2017), “El Proceso de Revisión de las Normas ISO sobre Sistemas de Gestión e ISO 9001. La Perspectiva del Comité TC 176”. (P. Poveda Orjuela, Entrevistador) Buenos Aires, Argentina. Obtenido de www.lms.quaratechnology.com.
PEN-SGIE: Programa Estratégico Nacional. Sistemas de Gestión de la Energía, Memorias Programa SGIE 2010-2013. Obtenido de Red Colombiana de Conocimiento en Eficiencia Energética: http://reciee.com/ index.cfm?doc=biblioteca, 2018.
Comunicado RECIEE Reunión de Expertos en Gestión de la Energía para América Latina. In: V CIUREE Congreso Internacional en Eficiencia, Gestión Energética y Energías Renovables. Comunicado de la Reunión de Expertos en Gestión de la Energía e ISO 50001 para Latinoamérica. Cartagena de Indias, Colombia: VCIUREEE, Febrero de 2016.
P. P., Poveda-Orjuela, y G. Cañón, Guía para la Gestión Integral de Riesgos: Comprender, decidir y actuar con inteligencia para el éxito sostenible, Bogotá D. E.: ICONTEC, 2015. ISBN 978-958-8585-51-2.
B. Hernandis Ortuño y E. R. Iribarren Navarro, Modelización de Sistemas. Diseño de Nuevos Productos. Una Perspectiva Sistémica. Valencia, España: Universitat Politècnica de València, 2011.
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spelling Poveda-Orjuela, P. Pablo2275a4bb-8bcf-453c-88a7-05d569a5a10dGarcía-Díaz, J. Carlos98f0422a-d3e2-4ff9-a2c1-8dd757159d54Pulido-Rojano, Alexander032b0909-cceb-4be6-81e5-905767bf8313Cañón-Zabala, Germán2bba60fe-9364-4c85-a2b6-c54abebb80c82019-11-08T20:42:18Z2019-11-08T20:42:18Z2019978099934436124146390https://hdl.handle.net/20.500.12442/4320Business progress and human development are linked to the effective management and saving of energy resources. The ISO 50000 family of standards provides practices for the utilization, savings, efficiency and continuous improvement in energy performance, while the ISO 50001 establishes the requirements for an energy management system (EnMS). This document presents i) the main topics of the ISO 50001:2018 and other areas not included in its review; ii) the need for organizations to have a comprehensive model with a risk focus for the rational implementation of management systems that fulfil the practices of energy efficiency, in conjunction with quality, safety, health at work and environmental management, among others; iii) the proposed focus for the conceptual model and the implementation route of a comprehensive management system, "QHSE3+" (Q = quality management (ISO 9001: 2015), HS = health and safety at work (ISO 45001: 2018), E = environmental management (ISO 14001: 2015), E2 = energy efficiency (ISO 50001: 2011) and + = other components of risk), which contributes to the sustainable success of organizations by reducing the vulnerabilities and risks associated with the categories in the acronym QHSE3+..engLACCEI Latin American and Caribbean Consortium of Engineering InstitutionsAttribution-NonCommercial-NoDerivatives 4.0 Internacionalhttp://creativecommons.org/licenses/by-nc-nd/4.0/http://purl.org/coar/access_right/c_abf2Revista (Conferencia): 17 th LACCEI International Multi-Conference for Engineering, Education, and Technology: “Industry, Innovation, And Infrastructure for Sustainable Cities and Communities”http://dx.doi.org/10.18687/LACCEI2019.1.1.231ISO/TC 301, Strategic Business Plan 2017, Geneve, Switzerland: ISO / IEC, 2017.E. Gasiorowski-Denis, “ISO 50001 highlighted as key tool for climate action at Clean Energy Ministerial”. In: Meeting Beijing, ISO News: https://www.iso.org/news/ref2193.html, June 2017.International Organization for Standardization and International Elechtrotecnical Commission (ISO/IEC), “Directives and Policies Ninth edition”. In: International Organization for Standardization, Official Rules to develop an ISO Standard: www.iso.org/directives-and-policies.html, 2018.ISO/TC 301 Web Site, “ISO Standars Development”. Obtenido de ISO/TC 301 Energy management and energy savings: https://isotc.iso.org/livelink/livelink?func=ll&objId=17584985, 2018.T. Aven and B. Krohn, “A new perspective on how to understand, asses and manage risk and the unforeseen”, Reliab. Eng. Syst. Safe., vol. 121, pp. 1-10, 2014. https://doi.org/10.1016/j.ress.2013.07.005F. Dereinda and L. Greenwood, “Environmental Management System Risks and Oportunities: A Case Study in Pertamina Geothermal Energy Area Kamojang”. In: Proceedings World Geothermal Congress 2015, Melbourne, Australia. pp. 3-13, April 2015.T. Aven, “Risk assessment and risk management: Review of recent advances on their foundation”. Eur. J. Oper. Res., vol. 253(1), pp. 1-13, August 2016.A. O. Paraschivescu, “Risk Management and Quality Management. An Integrate Aproach”. Econ. Transdiscipl. Cogn., vol 19(1), pp. 55-61, 2016.S. Thekdi and T. Aven, “An enhanced data-analytic framework for integrating risk management and performance management”. Reliab. Eng. Syst. Safe, vol. 156, pp. 277-287, 2016. https://doi.org/10.1016/j.ress.2016.07.010International Organization for Standardization, “Guide ISO 83:2012. High level structure and identical text for management system standars and common core management system terms and definitions”, Geneve, Switzerland: ISO/IEC, 2012.ISEC LTD-ISO/IEC JTC1/SC 27, “The ISO 27k Forum”. Obtenido de ISO27001security.com:http://www.iso27001security.com/html/iso27000.html, 2018.International Organization for Standardization and International Electrotechnical Commission - ISO/IEC 13273-1, “Energy efficiency and renewable energy sources - Common international terminology - Part 1”, Energy Effieciency. Geneve, Switzerland: ISO/IEC, 2015.International Organization for Standardization and International Electrotechnical Commission - ISO/IEC 13273-2, “Energy efficiency and renewable energy sources - Common international terminology - Part 2”. Renewable energy sources. Geneve, Switzerland: ISO/IEC, 2015.International Organization for Standardization - ISO 50001:2018, “Energy Management Systems - Requirements with guidance for use”, Geneve, Switzerland: ISO/IEC, 2018.International Organization for Standardization and International Electrotechnical Commission - ISO/IEC, “Consolidated ISO Supplement. Procedures Specific to ISO. Annex SL (normative) Proposals for management system standards”. International Organization for Standardization ISO / IEC Directives Annex. Geneve, Switzerland: ISO/IEC, 2011.Clean Energy Ministerial CEM, “CEM Advancing Clean Energy Together, Ministerial Meetings”. Obtenido de Clean Energy Ministerial (CEM 01 to CEM 09): http://www.cleanenergyministerial. org/events-Clean-Energy-Ministerial, 2018.Clean Energy Ministerial CEM, “Clean Energy Ministerial. Advancing Clean Energy Together”. Obtenido de CLEAN ENERGY MINISTERIAL: http://www.cleanenergyministerial.org/, 2018.A. McKane, P. Therkelsen, A. Scodel, P. Rao, A. Aghajanzadeh, S. Hirzel, R. Zhang, R. Prem, A. Fossa, A.M. Lazarevska, M. Matteini, B. Schreck, F. Allard, N. Villegal Alcántar, K. Steyn, E. Hürdoğan, T. Björkman and J. O'Sullivan, “Predicting the quantifiable impacts of ISO 50001 on climate change mitigation”, Energ. Policy., vol. 107, pp. 278-288, August 2017.C. Laurent, “International Organization for Standardization. ISO Survey of Management System Standard Certifications 2016”. Obtenido de ISO. Wen the world agrees. ISO Survey 2017. Executive Summary: https://www.iso.org/the-iso-survey.html, 2017.ISO/CASCO Committee on Conformity Assessment, ISO TC Home, ISO Standards Development, “ISO SURVEY 2011 to 2017”. Obtenido de ISO Survey of certifications to management system standards - Full results ISO 50001 Data per Country and Sector: isotc.iso.org/livelink, 2018.F. Marimon and M. Casadesús, “Reasons to Adopt ISO 50001 Energy Management System”, Sustainability, vol. 9(10), pp. 1-15, September 2017.B. Jovanović and J. Filipović, “ISO 50001 standard-based energy management maturity model – proposal and validation in industry”, J. Clean. Prod., vol. 112, pp. 2744-2755, 2016. doi:https://doi.org/10.1016/ j.jclepro.2015.10.023.D. Lee and C-C. Cheng, “Energy savings by energy management systems: A review”, Renew. Sust. Energ. Rev., vol. 56, pp. 760-777, 2016. doi:https://doi.org/10.1016/j.rser.2015.11.067United Nations Industrial Development Organization – UNIDO, “What are the steps to adopt Energy Management Systems? Energy Management Systems-ISO 50001”. Energy Efficiency in Emerging Economies (E4). París, Ile de France, Francia: International Energy Agency (IEA), 2015.International Organization for Standardization ISO 31000:2018, Risk management - Guidelines, Geneve, Switzerland: ISO/IEC, 2018.M. Godet, “The Art of Scenarios and Strategic Planning: Tools and Pitfalls”, Technol. Forecast. Soc. Change., vol. 65(1), pp. 3-22, 2000.International Electrotechnical Commission IEC, IEC 31010:2009 Risk management - Risk assessment techniques, Geneve, Switzerland: ISO/IEC, 2009.International Organization for Standardization, ISO 50004:2014 Guide for the Implementation, Maintenance and Improvement of an EnMS. Geneve, Switzerland: ISO/IEC, 2014.International Organization for Standardization, ISO 14004:2016 Environmental management systems - General guidelines on implementation. Geneva: Switzerland. ISO/IEC, 2016.B. Hernandis Ortuño, and J.C. Briede Westermeyer, “An educational application for a product design and engineering systems using integrated conceptual models”, Ingeniare. Rev. chil. ing., vol. 17(3), pp. 432-442, 2009.D. F. Sánchez Zambrano and O. Mayorga Torres, “The systemic approach as an analytical tool of an electronic device, case study: "IPod Nano seventh generation"”. DYNA, Vol 83(199), pp. 140-147, 2016. doi:https://doi.org/ 10.15446/dyna.v83n199.52878.P. P. Poveda, J. C. García, y B. Hernandis, “Aplicación del Método Sistémico al Diseño de un Modelo Conceptual para Sistemas Integrales de Gestión QHSE3+ en PYMES”. In: Proceedings of IFDP`16 - Systems & Design:Beyond Processes and Thinking, Valencia, España. pp. 651 -664. doi:http://dx.doi.org/ 10.4995/IFDP.2016.4144I. Laskurain Iturbe, Adopción de estándares de Gestión Energética e Integración con estándares de Gestión Ambiental, Girona: Universidad de Girona, 2015.L. E. Colombo, (10 y 11 de enero de 2017), “El Proceso de Revisión de las Normas ISO sobre Sistemas de Gestión e ISO 9001. La Perspectiva del Comité TC 176”. (P. Poveda Orjuela, Entrevistador) Buenos Aires, Argentina. Obtenido de www.lms.quaratechnology.com.PEN-SGIE: Programa Estratégico Nacional. Sistemas de Gestión de la Energía, Memorias Programa SGIE 2010-2013. Obtenido de Red Colombiana de Conocimiento en Eficiencia Energética: http://reciee.com/ index.cfm?doc=biblioteca, 2018.Comunicado RECIEE Reunión de Expertos en Gestión de la Energía para América Latina. In: V CIUREE Congreso Internacional en Eficiencia, Gestión Energética y Energías Renovables. Comunicado de la Reunión de Expertos en Gestión de la Energía e ISO 50001 para Latinoamérica. Cartagena de Indias, Colombia: VCIUREEE, Febrero de 2016.P. P., Poveda-Orjuela, y G. Cañón, Guía para la Gestión Integral de Riesgos: Comprender, decidir y actuar con inteligencia para el éxito sostenible, Bogotá D. E.: ICONTEC, 2015. ISBN 978-958-8585-51-2.B. Hernandis Ortuño y E. R. Iribarren Navarro, Modelización de Sistemas. Diseño de Nuevos Productos. Una Perspectiva Sistémica. Valencia, España: Universitat Politècnica de València, 2011.Energy managementVulnerabilityRiskIntegral management systemConceptual modelAn Integral, Risk and Energy Approach in Management Systems. 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