Energise Ltd - Company Introduction

MAKING YOUR WORLD MORE EFFICIENT
COMPANY BRIEF
ENERGISE
1

PATHWAY
TO NET ZERO
START
£
SAVED
Net Zero Carbon
NET ZERO
ENERGY CONSERVATION
RENEWABLE + LOW/ZERO
CARBON
OFFSETTING
“ALLOWABLE SOLUTIONS”
Saving energy,
reducing wastage.
Generate your own electricity
and produce low carbon heat
Offset the balance of
your carbon

PATHWAY
TO NET ZERO
REDUCE
Reduce your energy use
RENEWABLE
Generate with
renewables or use low
carbon technology
REBALANCE
Rebalance your emissions
with carbon offsetting

PATHWAY
TO NET ZERO
REDUCE
Reduce your energy use
RENEWABLE
Generate with
carbon technology
REBALANCE
Rebalance your emissions
with carbon offsetting
All of our services are focussed on supporting this pathway. Our energy
surveys (which are the key diagnostic tool in reviewing opportunities to save)
are produced to set out your pathway to Net Zero.

PATHWAY
TO NET ZERO
REDUCE
Reduce your energy
use
REBALANCE
Rebalance your
emissions with carbon
offsetting
PROFIT
Improve your
performance
RENEWABLE
Generate with
carbon technology
4
2
3
1

SHRINKING THE FOOTPRINT ON THE PLANET
SHRINKING THE IMPACT ON YOUR BUSINESS
x%
y%B
A What % of Turnover are
energy/utilities for you?
% OF REVENUE
How much easier is a 20%
saving in that, compared to
an increase in sales?
PROFIT IMPROVEMENT

STEP 4STEP 3 STEP 6STEP 5STEP 2STEP 1
PLAN
Your pathway to net
zero
CHECK
Report and validate
REVIEW
Do the Energise Index
– how do you score?
DO
Take action
ACT
Take your next steps
UNDERSTAND
Your performance,
what you need to save
PATHWAY
TO NET ZERO

ENERGISE
INDEX
The Index is a tool designed to measure performance over time of your energy
management approach.
We’ve structured the index to provide a score out of 100 in terms of how your
energy management approach is structured. We have a bespoke questionnaire that
we complete to be able to provide you with these results. We also have an
accompanying benchmark (of energy costs as a % of turnover) which we can
provide for which would need some high level data from you.
We present the results against sub-categories so you can obtain insight into where
your energy management can be improved. We can also show you the Delta (the
difference) that our services can make and what your next 12 months action plan
might make to your energy management.
At the end of this short explanation of the Index, we include what we think 100 as a
score looks like. We’ve intentionally set out something we think is achievable.
THE ENERGISE INDEX

PAGE
ENERGISE
INDEX
To undertake the Index, we need the following from you:
1. Time (15-20 minutes) from someone who has an
understanding of your current energy management, to
complete an online survey
2. Your total energy expenditure for the last period you have it
completed
3. Your total turnover for the same period as the energy
expenditure
From that, we can provide you detailed insight into where your
energy management can be improved, how we might be able to
support you and where the next focus should be.

PAGE
The report/summary contains three key outcomes:
1. Your score (out of 100)
2. Your energy management radar (outlining performance out
of 100% of the score in each category)
3. Your benchmark (showing the % of your P&L spent on
energy costs compared to a sector benchmark data set that
we have compiled)
This report is kept at a high level. The detailed actions proposed
to improve your index score/benchmark position are
summarised at the end.
ENERGISE
INDEX

PAGE
ENERGISE
WHAT DOES 100 LOOK LIKE?
POLICY STRATEGY STRUCTURE COMPLIANCE PROCUREMENT
1.Central record of all
energy users
2.A high level analysis of
energy aspects/impacts
has been conducted
3.An energy policy has
been written, adopted,
signed and disseminated
1.The organisation has
conducted a
representative audit
programme
2.An energy action
plan/strategy is in place
that covers at least 3
years and has been
adopted and
disseminated
3.Some form of energy
KPIs are in place
1.A Director is formally
accountable for energy
2.A Manager has
responsibility for energy
3.Some form of
governance is in place
around energy
4.Energy champions
exist/are in place
1.An assessment of
compliance obligations
has been undertaken
2.The assessment is
annually reviewed
3.The assessment is
presented to a
Director(s)
4.A documented plan for
compliance exists
1.Risks from energy have
been assessed
2.Reporting/governance
around energy risks is
understood
3.Energy is assessed in
new equipment
purchasing/design
4.Minimum standards for
significant energy use
categories exist
5.Procurement controls
exist

PAGE
ENERGISE
WHAT DOES 100 LOOK LIKE?
INVESTMENT REPORTING DATA AUDITING PEOPLE
1.A ring fenced energy
budget exists
2.An annual investment
plan exists
3.Energy business cases
are being presented to
the Board
4.ROI on projects is
monitored
5.Energy is considered a
similar risk category to
other investments
1.Reporting occurs on:
• Total energy use
• Vs budget
• Vs target
2.Reporting accounts for
the driving factors of
energy use
3.Benchmarking of some
form has occurred in the
last 2 years
4.Budgets and targets can
be demonstrated to link
to actual consumption
records
1.Data is collected on
energy price risks
2.Data is held in a
structured format (e.g.
database)
3.Data is validated
4.Data covers the full
scope of the organisation
1.Audits are regularly
undertaken
2.A central record of
compliance audits is kept
3.A central register of
energy saving
opportunities is kept
4.Auditing is used as an
intervention tool for poor
consumption
5.Auditing drives
investment
1.Energy is included in
inductions
2.The role of energy
champion exists and has
been defined
3.An awareness
programme exists to
highlight the importance
of saving energy
4.Materials/tools to support
energy saving has been
provided
5.Training has been
provided to >50% of your
employees

TURNKEY SOLUTION
Making your world more efficient
Deliver
We can deliver compliance (we have
delivered over 450 compliance
programmes).
We can deliver control and analyse
solutions to support your operation.
We can deliver savings, by
supporting you, or by an end to end
solution using our finance and
supply chain parterns.
Continual Improvement
Energy and carbon management
should be a cyclical process, we
will support you in finding the next
opportunity and resolving the next
challenge.
Enable
The first step is understanding the need,
be it compliance, a need for greater
control, a need for understanding, or to
save money/energy/carbon we can put a
plan together with you and enable a
solution
Inspire
We can support your organisation with
changing the culture to a more energy
conscious, efficient operation
We can provide your full energy management solution, or component parts of it.
Our service is modular and flexible, allowing us to serve your needs.

| Energise |
Meeting
A discussion with you about your
requirements
Proposal
Scope of works; Timetable; Fees;
Obligations on both sides; How we
deliver value; How we report
Instruction
An instruction from yourselves
Kick-off
A kick-off meeting with you;
accompanied by an internal one our
side
OUR PROCESS

Delivery
Delivery to you in line with KPIs/SLAs
and the contract agreed between us,
as well as to our own Minimum
Standard
Reporting
Reporting on outcomes and our
performance
Close Out
How did it go? What can we all learn? What is
your next challenge/opportunity?
Results
Your expectations are met

Our solutions
making your world
more efficient
We deliver compliance, control, analysis
and savings to make your world more
efficient
C
Comply
CRC; CCAs; EU ETS;
ESOS; HNR; GHG
Reporting; TM44; EPCs;
DECs
C
A S
Control
ISO50001; Water;
Monitoring and Targeting;
Building Compliance;
Condition Monitoring
Analyse
Analytics; Invoice
Bureau; Data
Visualisation; Reporting
Portals; Insight
Save
Surveys; Renewables;
Implementation;
Engagement; Demand
Management; Strategy;
Being your Energy
Manager
S
Simplified
Energy management projects delivered as a
contractor, end to end, with finance solutions
if you require them.

COMPLIANCE AND CONTROL
CRC COMPLIANCE
We offer a complete CRC compliance service whereby we manage your organisation’s
participation in the Scheme from qualification, including reporting and maintaining your
evidence pack, to give you peace of mind that you are meeting all of the requirements of
the Scheme.
ESOS COMPLIANCE & POST ESOS SERVICES
ESOS is a mandatory energy assessment scheme for organisations in the UK that meet the
qualification criteria. Organisations that qualify for ESOS must carry out ESOS assessments
every 4 years. These assessments are audits of the energy used by their buildings,
industrial processes and transport to identify cost-effective energy saving measures.
CARBON FOOTPRINTING
Carbon Footprinting is becoming of increasing importance to business, partly driven by
some businesses having a mandatory requirement to report, but many businesses are
finding that their environmental risks are material to their operations and supply chains,
or are likely to become so.
ENERGY CERTIFICATES
Energise can assist you in complying with your EPC, DEC and TM44 ACI requirements as
part of the UK’s compliance with the EU Energy Performance of Buildings Directive
(EPBD).

COMPLIANCE AND CONTROL
HEAT NETWORKS
We provide a range of services to cover all aspects of compliance with the Heat Network
(Metering and Billing) Regulations, from assisting in completing the notification to the
NMO - Metering feasibility surveys (via a partner), developing your metering and
revenue recovery strategy and implementing your additional billing structure
requirements.
MANDATORY CARBON REPORTING (MCR)
Through this service, we assist UK quoted companies in reporting their annual
greenhouse gas emissions and meet the requirements of the Mandatory Green House
Gas (GHG) Reporting Scheme. Our cradle to grave service includes developing the
appropriate reporting methodology, timely and accurate data compilation and the
provision of an audit/assurance ready Annual Report Statement for inclusion with your
annual company report.
ISO50001 SERVICES
Our service offering covers ISO50001 GAP Analysis (reviewing what is required to get you
to ISO50001); ISO50001 Implementation Service (assisting you in establishing an
ISO50001 energy management system); and ISO50001 Internal Audit

CONTROL - WATER
WATER MONITORING
Through ongoing and historic water data collection via metering and supplier invoices,
we offer online water consumption and cost reporting , including alerts when your water
usage is outside of normal tolerance, benchmarking, and project implementation
reporting
WATER SURVEYS
Our on-site water surveys help identify both issues (including leak detection, metering
issues) and opportunities/cost effectiveness analysis
METERING MANAGEMENT
We offer a range of services to investigate and improve your Water Metering including
feasibility studies and cost effectiveness review. Metering strategy development and
implementation assistance
.WATER INVOICE VALIDATION
Our Invoice Validation service provides historic and ongoing bill checking/approval &
Cost Recovery, to make sure you are never over-charged.
LEAK DETECTION
.
By identifying Water Leak’s on-site, our specialists can help prevent escalating bills and
help to avoid serious property damage

ANALYSE
MONITORING & TARGETING
Energy efficiency as an industry follows the rule that “you cannot manage what you
cannot measure”. Our monitoring and targeting reporting provides feedback on
performance, operating practices and early warning of unexpected excess use.
WEB REPORTS
EnergyManager online allows you to access your energy use from anywhere, at any time.
Our clients use this to allow individual sites to view energy consumption graphs and
reports, to enable savings to be made by operators at a local level. The system is
configurable so that they can only access certain graphs and reports, and customised
reports can also be created.
REMOTE ENERGY AUDITS
Our remote energy audits produce an analysis of the performance of a site by conducting
a remote analysis of their performance using energy performance data, and data made
available to us on the building. The reports include a portfolio ranking (the relevant site
against its peers), an end energy use analysis, a “consumption map” and
recommendations for savings.
MEASUREMENT & VERIFICATION
Once you’ve invested in an energy project, we want to help you justify the investment and
show the benefits. This service is about measuring the savings reliably, and providing you
with a verifiable result to report back to internal/external stakeholders on the success of
your project.
UTILITY GAP ANALYSIS
Our utility “GAP analysis” service is a one-off review of your energy and carbon
management records. Issues from poor energy performance, compliance risks, and lack of
engagement can often stem from the records behind your energy and carbon
management programmes. We have found that obtaining a good baseline position, and a
clear set of recommendations for improvement

IF YOU LOVE YOUR DATA WE CAN MAKE IT COME ALIVE
RANGE OF UNIQUE REPORTS AVAILABLE – BESPOKE DESIGN
ON REQUEST
ANALYSE

SAVE
ENERGY SURVEYS
Energy Surveys and Audits can vary from a basic walk around (survey with simple
paybacks) to full investment grade audits focusing on particular areas of high energy use.
A typical Energy survey/audit will identify around 15-20% energy savings
STRATEGIC ADVICE
A good set of a well-written policy and dynamic & effective strategy combined will allow
your organisation to identify simple low or no cost and ensure that you can look in detail
at more innovative energy saving actions and your investment planning.
ADAPTABLE ENERGY MANAGER
Our “Adaptable” energy manager service is a retained service where you have a dedicated
resource provided to you. The flexible nature of the agreement means we can focus on
the priorities that arise at the time. The service is the equivalent of having an in-house
energy manager,
ENGAGEMENT & AWARENESS
Our engagement and awareness services focus on delivering culture change as part of
achieving your energy and carbon management objectives.
RENEWABLES FEASIBILITY
Our renewable feasibility studies provide you with an understanding of which renewable
technologies would be suitable for your site(s) and how that opportunity can be
developed into a reality.

28
SIMPLIFIED
We can provide you with a full energy management
solution, including energy saving asset finance
via our partner DLL Group (part of Rabobank Group)
Our vision for this service is that our clients can
define their energy management needs, and we can
develop a single integrated solution which enables
the service required to occur on a cash generative basis
for a fixed monthly payment.
For your energy efficiency projects,
you won’t pay until you start to save.
For the advice you’ll receive, you will receive
money back if the targets agreed
are not achieved (terms apply)

Self-Funded
Surveys
If you want to undertake energy
audits (to understand the opportunity
available) or you need to (for
compliance, e.g. ESOS), we can build
a self funded programme. If you take
projects forward from the audits, the
survey costs can be embedded in the
finance arrangement, if you decide
not to proceed, you only pay for the
audits on completion.
Performance
Guarantee
We can provide a complete
energy management package “off
the shelf” with projects being
financed through a finance
agreement and an accompanying
consultancy agreement, backed
by a performance guarantee. For
a fixed monthly cost, you get a
guaranteed cash generative
change.
Change Projects
If you have existing energy efficiency
projects you want to enable to
happen, and you want to finance
these rather than use your own
capital expenditure, then we can
arrange change project packages.
We can provide bolt-ons to support
you with procurement/contractor
management, project management
and verification as required.
SIMPLIFIED
THREE SERVICE OPTIONS

SIMPLIFIED
No savings to date; Energy
costs continue at normal level
Energy Costs
Lower overall bill; Energy costs
(purple) are lower and Finance
payments (grey) use up only
part of your savings.
Cash
Positive
At the end of the finance period,
the full benefit of the solution
implemented is yours.
Full Benefit
100%
?? ££Pre-Funding During Funding After Funding
A fixed monthly payment for the financing is calculated (or a package can be developed to your desired outgoings). The funding allows energy savings to be
used to cover repayments with surplus savings generating working capital for your business. At the end of repayments, the full benefit is yours.
How the financing works is quite simple, and this is all managed by Energise on your behalf.

KEY DATA
Name: Energise Ltd
Type: Private Ltd Company
Industry: Energy and Carbon Solutions
Year of Foundation: 2008
Team Size (2018): 20
Services: Energy and Carbon Compliance;
Energy Management Systems;
Energy Monitoring and Targeting;
Measurement and Verification;
Energy Audits; Energy Education;
Project Implementation and
Management; Contractor for
Implementation of Energy Efficiency
Solutions.
Location: St Neots, Cambridgeshire
Website: www.energise.com
Contact Information: Tel: +44 (0) 1480 220 280
Fax: +44 (0) 1480 220 279
Also find us on: LinkedIn, Twitter
COMPANY
PROFILE
 We believe in a methodical approach, every service should be designed for the needs.
Each service has a minimum standard formally documented that our delivery follows.
 Our methodical approach speaks for itself, in over 450 compliance programmes, we’ve
been externally audited over 65 times, passing every single on (100% pass rate).
 We go deeper in our understanding, our in depth knowledge of legislation means our
competitors consult us on interpretation, our approach to energy auditing is grounded in a
scientific methodology to ensure we produce a valid result.
 eDelivery – from proposals, to tablet based energy audits, we believe technology can be
used to enhance our delivery to you.
 Integrated delivery – we believe in establishing a wide range of relationships between
you and us (not us as individuals, between organisations). This develops deeper
understanding.
 We are driven by the results we deliver to you – one of our main business KPIs is Impact
made, which is a measure of the benefit we deliver to you, on which we get measured.
 We are firmly independent. We do not, and never have, received commission for any
advice that we have given. This includes metering advice, product advice, anything.
 Our transparency in delivery – we’ve always been firm that we give the client the visibility
of how/what we deliver. The industry is prone to try and make everything seems more
complex than it is.
WHY ENERGISE?

COMPANY
HISTORY
2008
• Founded
by Simon
and
Tamsin
Alsbury
2010
• Significant
involveme
nt in CRC
began
2012
• Team of 6
• Expansion
of energy
managem
ent work
2014
• Team of
12
• Introductio
n of a
managem
ent team
2016
• ESOS
Phase 1
programm
e (93
clients
complete)
2018
• Team of 20
• Contractor
function
goes live
Future
• More
impact
• Growth
This decade of history shows evidence of Energise's stability and quality of our
services. We are excited about what the next 10 years can bring and are
looking for more opportunities in the future. We want to Make the World
More Efficient. We are looking for partners/experience in the energy market
and aligned solutions areas so that together we can deliver the professionalism
and talent that the market needs to deliver for the future. 2008
Founded
By Simon and Tamsin Alsbury.
Incorporated as a business in late 2008.
Between
Delivering Value
Over 400 clients served
Served over 5% of CRC Scheme
Over 90 ESOS programmes in Phase 1
Industry level guidance for multiple sectors
Now
Significant Benefits Delivered
Over £25m of savings from projects
delivered (p.a.); 100% Compliance
Record; Passed 65+ External Audits.

CHALLENGE
Kier Group employs over 24,000 people in its operations in the UK and
overseas. The UK portfolio is greater than 300 sites consuming around 500
GWh of energy in the United Kingdom. As a large organisation, Kier has to
participate in different schemes (inc. CRC, GHG Reporting and ESOS).
SOLUTION
Energise were commissioned to provide a central database, and then
provide energy and carbon management advice. The remit for Energise
from day one has been about providing a central point of contact,
coordination and compliance work for the group,
covering a wide variety of schemes, both compulsory and voluntary.
OUTCOME
Kier’s progress is apparent from recently being listed in the Carbon
Disclosure Project Leadership Index. Kier achieved a Carbon Disclosure
Project (CDP) 2015 disclosure score of 99, up from 89 in 2014, making it
into the FTSE 350 CDP leadership Index, the only FTSE 350 Construction
Company to do so.
Write your Title Here
A company is an association or collection of individuals,
whether natural persons, legal persons, or a mixture of
both. Company members
SERVICE NUMBER SIX
CASE STUDY
KIER GROUP
“As a large and complex company we
needed a partner who could provide a
wide range of services, deliver them
across a significant contact network
and handle the technical detail
throughout the process – a “safe pair
of hands”.
From day one it has been clear that
Energise could deliver what we
needed and they have played a key
part in the progress that we are
making towards our sustainability
goals.”
Peter Johnson
Group Environmental Manager
Kier Group plc

CHALLENGE
The University of Reading, located in Berkshire, is one of the UK's leading
research-intensive universities and is in the top 1% worldwide. As part of a
plan to gain greater control over the University’s energy consumption, a
decision was made to obtain ISO50001 certification.
SOLUTION
Energise ran through a mock audit; inspected buildings and equipment;
interviewed key personnel; examined evidence; identified weaknesses; and
offered expert advice.
OUTCOME
Following the work carried out by Energise, The University was one of the
first Universities to pass ISO50001 certification without a single
recommendation being made. They now have a working operational energy
management system communicated to and implemented by everyone in
the organisation.
SERVICE NUMBER SIX
CASE STUDY
UNIVERSITY OF READING
“Our organisation presented a number of
unique energy management challenges, so
Energise’s in-depth understanding of the
ISO50001 standard was invaluable in
identifying potential weak areas and helping
us deal with them effectively.”
Dan Fernbank
Energy Manager
University of Reading

CHALLENGE
Since its formation, iNTERTAIN has had the strategic aim to take a whole-
organisation approach to reducing their cost of energy and water. Energise
were able to assist them in their target setting, originally aiming for a 37.5%
reduction in electricity and gas by 2017 (compared to 2008), which
increased to 38% due to its success.
SOLUTION
Energise’s approach to reducing the energy use of iNTERTAIN’S buildings
has been to tackle specific areas of technology, with heating, air
conditioning, ventilation, lighting, and refrigeration being the key
areas that have been reviewed.
OUTCOME
Energise helped iNTERTAIN look to the future and over the next couple of
years we aim to continue to run the programme on or above target. The
potential savings are considerable and from 2016 onwards the annual
saving will be just over £775k on a like for like basis.
SERVICE NUMBER SIX
CASE STUDY
iNTERTAIN
“Energise have an excellent
understanding of their area of
expertise and have motivated our
company to gain significant and
tangible savings.”
Andrew Townsend
Property Manager
iNTERTAIN

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