ENERGY MANAGEMENT - MATURITY MATRIX

VER_01/150828
INTRODUCTION: Energy Management System (EnMS) Maturity Matrix is a Self-Assessment tool which enables companies to determine the status of implementation of EnMS and
identify areas requiring further deliberation.

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5

ENERGY POLICY No energy policy General guidelines but not Written energy policy set by Formal energy policy Documented and communicated
documented. management but not adopted. established with objectives and Energy Policy with; defined scope
targets but weak implementation & boundaries, measurable energy
due to lack of committment from objectives & targets, commitment
top management (Not part of to legal & other compliances,
Management Reviews). supporting energy efficiency in
purchasing, and is integreal part of
management reviews.

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5

ORGANISATION No energy Energy management is the
management or any part-time responsibility of
formal delegation of someone with limited
responsibility for authority or influence,
energy consumption. mostly from technical side
but no links to financial
department.
Energy manager assigned,
reporting to ad-hoc
committee, but line
management and authority
are unclear.
Energy manager and energy
team members are nominated
by top management comprising
of technical, financial and
purchase departments but roles
and responsibilities are unclear
Energy management fully
integrated into management
structure. Clear delegation of
responsibility for energy
consumption. Energy planning is
conducted on defined intervals
including energy profiling and
energy Reviews, leading to clearly
set energy action plans and is
integral part of management
reviews.

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5

INFORMATION No energy information Cost reporting based on Monitoring and targeting Energy Performance Indicators Comprehensive system sets
SYSTEM system. Actual energy energy/utility bills and reports based on supply (EnPIs) for major energy targets and monitors appropriate
consumption is not energy production (in case meter, bills and energy sources and significant energy EnPIs for all energy sources and
part of accounting of captive power) data. production data (in case of uses with energy baseline significant energy uses; monitors
and/or costing. Engineer compiles reports captive power). Energy values are defined. EnPIs are effectiveness of action plans,
for internal use within manager has ad-hoc considered in costing and objectives and targets; evaluates
technical department. involvement in budget setting. accounting, but energy savings actual versus expected energy
are not reported and consumption; and investigates &
communicated in terms of responds to significant deviations in
EnPIs. energy performance. Energy
Performance reviewed by top
management periodically.

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5

COMMUNICATION No cummunication Basic and Informal Some information or Proper work instructions on Energy performance is
about energy communication to instructions on energy saving energy efficiency displayed and communicated to all levels in the
efficiency. No employees on energy practices displayed in most enforced in all significant energy organization, regular programme of
consideration of efficiency. relevant areas, some use areas, Regular programme awareness and training on energy
energy aspects in trainings conducted and for staff awareness and training espects are developed and
regular operations. enforced to a major extent. executed, System for execute. Energy efficiency
Suggestions from staff on EE suggestions from staff on EE suggestions by staff are reviewed
measures considered on ad- measures in place. by energy team and top
hoc basis. management.

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5

IMPLEMENTATION No energy efficiency No clear tendency regarding EE performance is improving. Continuous improvement of EE Continuous improvement of EE
(EE) measures improvement of EE Implementation of some of performance. Implementation of performance. Implementation of
implemented. No performance. the EE measures as defined a large part of energy efficiency (nearly) all energy efficiency
regular maintenance Implementation of EE in an action plan that is based measures as defined in the measures as defined in an
with the objective to measures on ad-hoc basis, on the energy policy. action plan that is inline with the ambitious action plan that is inline
improve energy not following a general energy policy. Some delays or with the energy policy. Energy
efficiency. action plan that is based on changes in original plans as EE performance is essential part of
the energy policy. is not the highest priority. procurement, design, operation &
maintenance of significant energy
uses.
Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5

INVESTMENTS No investment for Only investment in low cost Investment only in low cost Same payback criteria Positive discrimination in favour of
improvement of energy measures. measures or measures with employed as for all other ‘green’ schemes with detailed
efficiency. short payback time. investment, taking into investment appraisal (life-cycle cost
consideration reduced operation accounting) of all new-build and
costs due to reduced energy refurbishment opportunities.
consumption.

HOW TO USE:
1. Each Column has 5 levels of maturity (1 = Lowest, 5 = Highest)
2. Read each column starting from Level-1 and going upto Level-5
3. Select levels which fits best to the situation in your organization by clicking the button the "Company LEVEL" Row.
4. The Spider Web Diagram will automatically update your result for all entered scores.

NOMENCLATURE:
Scope: extent of activities, facilities and decisions that the organization addresses through an EnMS, which can include several boundaries.
Boundaries: physical or site limits and/or organizational limits as defined by the organization.
Energy: electricity, fuels, steam, heat, compressed air, and other like media.
Energy Policy: statement by the organization of its overall intentions and direction of an organization related to its energy performance, as formally expressed by top
management.
Energy Review: determination of the organization's energy performance based on data and other information, leading to identification of opportunities for improvement.
Energy Baseline: quantitative reference(s) providing a basis for comparison of energy performance.
Energy Consumption: quantity of energy applied.
Energy Objective: specified outcome or achievement set to meet the organization's energy policy related to improved energy performance.
Energy Performance: measurable results related to energy efficiency, energy use and energy consumption.
Energy Performance Indicator (EnPI): quantitative value or measure of energy performance, as defined by the organization.
Energy Use: manner or kind of application of energy (e.g. Ventilation; lighting; heating; cooling; transportation; processes; production lines.)

SOURCES:
1. ISO 50001:2011 Energy management systems - Requirements with guidance for use.
2. BS EN 16001:2009 Energy management systems. Requirements with guidance for use

WHO WE ARE:
ENERGY MANAGEMENT - MATURITY MATRIX

MATURITY LEVEL ENERGY POLICY

5
ENERGY POLICY 0
4

INVESTMENT 3 ORGANISATION
ORGANISATION 0
2

1
INFORMATION SYSTEM 0
0

COMMUNICATION 0

IMPLEMENTATION 0 IMPLEMENTATION INFORMATION SYSTEM

INVESTMENT 0
MATURITY
LEVEL
COMMUNICATION

HOW TO USE:
1. This sheet does not require any inputs and displays the results of EnMS Maturity matrix automatically.