At what maturity level is your current Energy Management Program? Level 1 - Not Engaged to Level 5 - Best Practice

1. Ways to Measure Your
Energy Management Program
Maturity Matrix
Elements LEVEL1
LEVEL 1 LEVEL2
LEVEL 2 LEVEL 3 LEVEL4
LEVEL 4 LEVEL5
LEVEL 5
NOT ENGAGED
NOT ENGAGED EXPERIMENTING
EXPERIMENTING ENLIGHTENED GOOD PRACTICE
GOOD PRACTICE BEST PRACTICE
BEST PRACTICE
Formal energy policy,
action plan, and regular
An unwritten or Un-adopted energy policy set Formal energy policy, but
Energy Management review have commitment
No explicit energy policy uncoordinated set of by energy manager or senior no active commitment from
Policy of senior management and
guidelines department manager senior management
is integrated with company
goals and expectations
Energy manager fully
No energy management Energy management is Dedicated energy manager, Energy manager accountable integrated into management.
Organization or formal delegation of part-time responsibility with reporting to as committee, to energy committee Clear responsibility for
Energy Management Program Elements
responsibility limited authority or influence management not involved representing all users consumption, and committee
chaired by board member
Formal and informal
RELIABILITY MAINTENANCE
Contact with major users Energy committee used as
Informal contacts between channels of communication
through ad hoc committee main channel together with
Motivation No contact with users engineer/technical staff and a regularly exploited by energy
led by senior department direct contact with major
few users manager and energy staff at
manager users
all levels
Cost reporting based on M&T reports for individual Comprehensive systems
M&T reports based on supply
No information system. invoice details. Engineer premises are based on set targets, monitor
Monitoring, Tracking, meter data. Energy unit has
No accounting for energy compiles reports for sub metering. Achieved consumption, identify
and Reporting ad hoc involvement in budget
consumption internal use within technical performance against targets defects, quantify savings,
setting
department reported effectively to users and provide budget tracking
Marketing the value of
Informal contacts used to Program in place for staff energy efficiency and the
No promotion of energy Some ad hoc staff
Marketing promote energy efficiency awareness and regular performance of energy
efficiency awareness training
and energy related gains publicity campaign management both within and
outside the organization
Positive bias in favor of
energy efficiency schemes
Same payback criteria
No investment in increasing Only low-cost measures Investment using short-term with detailed investment
Investment utilized as for all other
energy efficiency considered payback criteria appraised of all new
investments
building and refurbishment
opportunities
List of energy responsibilities Detailed energy R.A.S.C.I’s
No evidence of assignment Some staff and departments
Energy Management Unwritten set of energy and their assignment exist exist and are comprehensive
of energy efficiency tasks have written energy
Responsibilities responsibility assignments for key energy staff and all and regularly reviewed. All
and duties responsibilities
departments staff have responsibilities
Energy efficiency
Energy performance Energy performance Energy efficiency status
performance presented
occasionally reported and presented to staff on regular presented to all staff at least
Energy Efficiency No staff have explicit regularly to all staff. Full use
known to very few staff. basis. Occasional use of annually. Occasional but
Awareness responsibilities or duties made of publicity. Promotes
Energy-saving measures are publicity for promoting widespread use of publicity
new measures for energy-
rarely promoted energy-saving measures to promote energy-savings
RELIABILITY IN DESIGN
savings
Current status reports issued Comprehensive reporting of
Reports only issued if
Occasional issue of energy annually to shareholders and current status compared with
prompted by a business
Reporting Procedures No reporting efficiency status reports. staff. Impartial reporting on best practices, on a regular
need. Most reports will
Concentrates on good news performance to staff on a basis and geared at a variety
contain only good news
regular basis of audiences.
Occasional technical energy Frequent energy efficiency All forms of energy efficiency
Energy review activity based
Review of Energy No monitoring activity to efficiency reviews. Regular reviews using monitored are regularly reviewed.
on revenue costs. Limited
Performance underpin review process financial checks. Analysis of consumption data. Analysis Performance compared
exception reporting only
limited scope. is regular and robust. against best practices.
Energy efficiency awareness Technical and premises Continuous professional Continuous professional
Little if any knowledge of generally low. Few staff staff development mainly development for technical development properly
energy efficiency amongst have knowledge of energy via professional technical and premises staff. All staff resourced for all staff. Active
Ongoing Training
staff. No formal training efficiency techniques and journals. Occasional are aware and have access technical library. All staff
provided. application. Little formal initiatives to train energy staff to energy efficiency training required to participate in
training provided in energy efficiency library energy efficiency training
Continued on back...
Helping companies build wealth and competitive advantage through world-class reliability
across a global manufacturing network.
4200 Faber Place Drive • Charleston, SC 29405 • www.alliedreliability.com

2. Ways to Measure Your
Energy Management Program
Maturity Matrix
Elements LEVEL1
LEVEL 1 LEVEL2
LEVEL 2 LEVEL 3 LEVEL4
LEVEL 4 LEVEL5
LEVEL 5
NOT ENGAGED
NOT ENGAGED EXPERIMENTING
EXPERIMENTING ENLIGHTENED GOOD PRACTICE
GOOD PRACTICE BEST PRACTICE
BEST PRACTICE
The majority of existing
Most equipment is not Equipment and plant is
Energy performance has Equipment is not energy equipment incorporates
specifically energy efficient, appropriately selected,
not been considered during efficient, but has been energy-efficient features,
Existing Plant and but either was commissioned energy efficient,
procurement, commissioning, commissioned for economic is correctly commissioned
Equipment or is being regularly commissioned for low energy
or maintenance of existing purposes and undergoes for energy efficiency and
maintained for low energy consumption and well
plant and equipment periodic maintenance incorporates maintenance
consumption maintained
best practices
Equipment is selected to
Equipment is selected to be
be the most appropriate to
Equipment selected to be fit appropriate for application
No consideration of energy Power efficiency data on the application. Life cycle
Plant and Equipment for purpose, utilizing life cycle with energy saving features
efficiency in selection products obtained as part of cost and energy efficiency
Replacement cost and energy efficiency taken into consideration.
process selection process are taken into account.
measures Life cycle costs and energy
Energy savings is a major
efficiency are evaluated
consideration in selection
Maintenance activities and Equipment maintenance
Maintenance activities
Inspections and occasional condition monitoring carried plan implemented for all
Technical Elements
carried out regularly on all
activity, often prompted out regularly on equipment equipment and based on
equipment and building
Maintenance No regular inspections or by plant failure or safety and building envelope failure modes. Defects are
envelope identifying
Procedures maintenance carried out considerations. Remedial identifying elements affecting identified and elements
elements affecting energy
work only carried out on energy efficiency. Remedial affecting energy efficiency
efficiency. Remedial work
major defects action undertaken for most are reported. Remedial
constrained by budgets
defects identified actions are implemented.
Staff are aware of how they All staff understand their
Energy-saving techniques Most good housekeeping
affect energy use and take roles impact energy
No consideration is given are only adopted where they practices are adhered to in
Operational all good housekeeping efficiency and take positive
to energy efficiency during can be easily accommodated an attempt to reduce energy
Knowledge measures to save energy. steps to minimize energy
working operations within traditional working usage. Occasional energy
Further training is received use. Staff receive targeted
practices efficiency training received
on a regular basis training in energy efficiency
Fully detailed descriptions
Minimal, or poor plant control Basic descriptions or plant Detailed descriptions of
of system concepts, plant
Documentation and and operation. P&ID’s for control and operation. Basic plant control and operation.
None available control and operation.
Record Keeping only some of the plant and P&ID’s for most control Reasonably detailed P&ID’s
Detailed P&ID’s for entire
control systems systems for entire plant operation
plant operation
Delivered conditions and Operation methods and
Operational energy targets
Operational energy targets operating methods for settings for energy efficiency
No operational energy set against realistic budgets,
Operational Methods set by default through budget energy efficiency defined and defined and implemented.
targets set and maintained through
setting procedures implemented. Informal use of Full utilization of feedback
financial procedures
information from monitoring from monitoring
All data obtained up to date
Provision of budgetary All data obtained up to and analyzed with minimum
No information of energy Provision of budgetary
Operational figures based on usage date and analyzed so as to delay. Management and
efficiency or consumption figures based on usage in
Requirements in corresponding periods provide management reports operational efficiency reports
available corresponding period
adjusted for changes in data in adequate detail provided in timely manner
and accurate detail
Most data sources calibrated. All data sources calibrated.
Results / Scorecard Elements
All data sources calibrated.
Internal and external Internal and external
No measurements taken and Records kept of consumption Internal and external
Data Sources temperatures logged temperatures logged
no records kept based on bills from suppliers temperatures logged with
RESULTS/SCORECARDS
routinely and energy usage regularly and energy usage
energy usage each shift
recorded on a routine basis recorded each shift
Energy usage analysis
Energy usage analysis
Energy usage analysis with made with respect to fuel
Energy usage analysis with undertaken with respect to
respect to fuel costs, building costs, building usage and
respect to fuel costs, building fuel costs, building usage
Analysis No energy analysis prepared usage and other parameters other relevant parameters.
usage and other parameters and other parameters.
undertaken occasionally in Accuracy of energy targeting
undertaken as required Comparisons possible with
response to adverse trends formally assessed against
previous periods
business needs
Reports prepared and Reports prepared and
Reports prepared and
provided to managers in a provided to managers in a
Reports prepared and provided to managers
concise form allowing both concise form allowing both
provided to managers incorporating both technical
No management reports technical and financial data technical and financial data
Report Outputs incorporating both technical and financial data together
prepared to be effectively utilized, with to be effectively utilized.
and financial data for the with deviations from budget
deviations from budget and Data normalized for ease of
period and comparisons with
comparisons with previous comparison. Impact of any
previous period
period uncertainties defined
Helping companies build wealth and competitive advantage through world-class reliability
across a global manufacturing network.
4200 Faber Place Drive • Charleston, SC 29405 • www.alliedreliability.com