Management Commitment

This section identifies whether there is a clear statement of policy that shows the commitment of managemen
efficient use of energy, an associated written strategy and whether there are suitable allocations of responsibi
management with adequate resources assigned.

Energy policy
Characteristic
Actual
A written energy policy (may be part of an
environmental or sustainability policy)
Agreed by senior management
Communicated to all employees
Recently written, or reviewed and revised
(within 3 years)
Score
Max
2 2
2 2
0 1
1 1

Contains a commitment to the development /

deployment of quantitative improvement 1 2
targets
Contains a commitment to annual reporting 1 1
(public or to all employees)
Includes a date for review/revision 1 1
Total Score 8 of 10 maximum

Energy strategy
Score
Characteristic
Actual Max
A written strategy document consistent with 2 4
the energy policy
Agreed by senior management 1 2

Includes a live Action Plan for implementation 1 3

Includes a date for review/revision 1 1

Total Score 5 of 10 maximum

Organisational structure
Score
Characteristic
Actual Max
A manager at board (or equivalent) level has 3 3
responsibility for energy
Appointment of person with designated 2 3
responsibility for energy
Clear job description and assigned adequate 1 3
resources for designated person
Regular management meetings to review 1 2
energy use
Local energy 'managers' or champions 0 1
appointed
Total Score 7 of 12 maximum

Regulatory Compliance
This section identifies whether there is a clear understanding of the organisation's legal obligations in respect
carbon emissions, and that these obligations are being managed effectively.
Regulatory compliance
Score
Characteristic
Actual Max
Formal review completed to determine which
regulations are applicable and which are not. 2 2

Senior management have reviewed and

understand the organisation's legal 1 2
obligations.
A compliance plan is in place, including
identified responsible staff. 1 2

Processes are in place to ensure the

organisation keeps up 0 2
to date with relevant developments.
The organisation is compliant 2 2
Total Score 6 of 10 maximum

Procurement and Investment

This section identifies whether the organisation’s procurement and investment policies and procedures provid
support for improvements to energy efficiency.

Procurement policy
Score
Characteristic
Actual Max
General policy is to include consideration of 2 4
energy consumption in all procurement.
Energy performance is specified in new
1 3
buildings, IT projects, process plant etc

Specific procurement policies used for 1 3

particular products, e.g. lighting, motors etc.

Total Score 4 of 10 maximum

Investment procedures
Score
Characteristic
Actual Max
Capital investment procedure exists to obtain 2 4
funding for energy efficiency
Clear payback (or other) investment threshold 3 3
for energy efficiency*
All capital funding requests assessed for
energy impact by person with responsibility 1 3
for energy
Do maintenance budgets include repairs to 2 2
save energy
Total Score 8 of 12 maximum
*if criteria are too restricting , acting as a major barrier for energy efficiency investment, mark down.
Energy Information Systems &
Identifying Opportunities
This section identifies whether there are systematic procedures for monitoring and understanding energy con
setting suitable improvement targets, and identifying savings opportunities.

Monitoring and analysing energy use

Score
Characteristic
Actual Max
Regular collection of energy consumption and 2 4
cost data

Analysis of consumption against energy drivers 1 4

(production, temperature, etc.) and time

Regular and appropriate reporting 1 3

Comparison of energy data with utility bills 2 2

CO2 emissions calculated/analysed 1 1
Total Score 7 of 14 maximum

Target setting
Score
Characteristic
Actual Max
Energy saving targets based on analysis 2 3
Targets challenging, but achievable 2 4
Performance compared with appropriate 1 3
benchmarks (internal or external)
Total Score 5 of 10 maximum

Opportunities identification
Score
Characteristic
Actual Max
Metering, Monitoring and Targeting (MM&T)
system actively used to identify savings 2 4
opportunities
Site energy surveys undertaken regularly 2 4
Other information used; e.g. energy 2 2
certificates, asset registers, etc.
Total Score 6 of 10 maximum

Culture & Communications

This section identifies whether the opportunities afforded through involving staff in energy efficiency, and in c
progress both internally and externally are being taken advantage of.

Staff engagement and training

Score
Characteristic
Actual Max
Appropriate training for staff key to energy
management, e.g. maintenance, boiler-house, 1 4
caretakers, security, etc.
Awareness campaigns held regularly 1 3
Wider active staff involvement initiatives (e.g.
via 'green' programmes, quality improvement, 1 2
etc)
Energy included in staff induction training 0 1
Total Score 3 of 10 maximum

Operational procedures
Score
Characteristic
Actual Max
Active reporting systems for energy waste and
suggestions (lights on, doors open, steam leaks 1 3
etc.)
Job/Priority sheets for reducing energy waste 0 2
(e.g. repair compressed air leak)
Maintenance schedules include reducing
energy wastage 1 2

Operating instructions include energy use 0 3

issues (e.g. shut down procedures)
Total Score 2 of 10 maximum

Communications
Score
Characteristic
Actual Max
Regular communications to all employees on
initiatives and progress against the strategy 1 4
and targets.
Performance against strategy and targets
published publicly in organisation's annual 2 3
reports or similar.
Energy/carbon included in regular
communications to wider stakeholders (local 1 3
community, etc.)
Total Score 4 of 10 maximum
mmitment of management to the
e allocations of responsibility for energy

Notes

maximum

Notes

maximum

Notes

maximum

gal obligations in respect of energy and

 Notes

maximum

ies and procedures provide active

Notes

maximum

Notes

maximum
ent, mark down.
understanding energy consumption,

Notes

maximum

Notes

maximum

Notes

maximum

energy efficiency, and in communicating

Notes
maximum

Notes

maximum

Notes

maximum
 Score
Characteristic Actual

Management Commitment 20
Energy policy 8
Energy strategy 5
Organisational structure 7

Regulatory Compliance 6
Regulatory compliance 6

Procurement and Investment 12

Procurement policy 4
Investment procedures 8

Energy Information Systems & Identifying Opportunities 18

Monitoring and analysing energy use 7
Target setting 5
Opportunities identification 6

Culture & Communications 9

Staff engagement and training 3
Operational procedures 2
Communications 4
GRAND TOTAL 65
Score
% score
Max

32 63%
10 80%
10 50%
12 58%

10 60%
10 60%

22 55%
10 40%
12 67%

34 53%
14 50%
10 50%
10 60%

30 30%
10 30%
10 20%
10 40%
128 51%
Summary

Energy policy 80%

Energy strategy 50%
Organisational structure 58% Commu
Regulatory compliance 60%
Procurement policy 40%
Investment procedures 67%
Monitoring and analysing energy use 50% Operational procedures
Target setting 50%
Opportunities identification 60%
Staff engagement and training 30%
Operational procedures 20%
Communications 40% Staff engagement and training

Opportunities identification

Targ
 Energy policy
Communications 100% Energy strategy

Operational procedures Organisational structure

50%

agement and training 0% Regulatory compliance

pportunities identification Procurement policy

Target setting Investment procedures

Monitoring and analysing energy use
cture