Ways to Measure Your
Energy Management Program
Maturity Matrix
Elements LEVEL
LEVEL 11
NOT
NOT ENGAGED
ENGAGED
Energy Management
No explicit energy policy.
Policy
No energy management
Organization or formal delegation of
responsibility.
PROGRAM ELEMENTS
Maintenance
Motivation No contact with users.
MANAGEMENT
Reliability
No information system.
Monitoring, Tracking,
No accounting for energy
and Reporting
consumption.
ENERGY
No promotion of energy
Marketing
efficiency.
No investment in increasing
Investment
energy efficiency.
No evidence of assignment
Energy Management
of energy efficiency tasks
Responsibilities
and duties.
Energy Efficiency No staff have explicit
Awareness responsibilities or duties.
Reliability in Design
Reporting Procedures No reporting.
Review of Energy No monitoring activity to
Performance underpin review process.
Little, if any, knowledge of
energy efficiency amongst
Ongoing Training
staff. No formal training
provided.
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
LEVEL
LEVEL 22
EXPERIMENTING
EXPERIMENTING
An unwritten or
uncoordinated set of
guidelines.
Energy management is
part-time responsibility with
limited authority or influence.
Informal contacts between
engineer/technical staff and a
few users.
Cost reporting based on
invoice details. Engineer
compiles reports for
internal use within technical
department.
Informal contacts used to
promote energy efficiency
and energy-related gains.
Only low-cost measures
considered.
Unwritten set of energy
responsibility assignments.
Energy performance
occasionally reported and
known to very few staff.
Energy-saving measures are
rarely promoted.
Reports only issued if
prompted by a business
need. Most reports will
contain only good news.
Energy review activity based
on revenue costs. Limited
exception reporting only.
Energy efficiency awareness
generally low. Few staff
have knowledge of energy via professional technical
efficiency techniques and
application. Little formal initiatives to train energy staff
training provided.
LEVEL 3
ENLIGHTENED
Unadopted energy policy set
by energy manager or senior
department manager.
Dedicated energy manager,
reporting to as committee;
management not involved.
Contact with major users
through ad hoc committee
led by senior department
manager.
M&T reports based on supply
meter data. Energy unit has
ad hoc involvement in budget
setting.
Some ad hoc staff
awareness training.
Investment using short-term
payback criteria.
Some staff and departments
have written energy
responsibilities.
Energy performance
presented to staff on regular
basis. Occasional use of
publicity for promoting
energy-saving measures.
Occasional issue of energy
efficiency status reports.
Concentrates on good news.
Occasional technical energy
efficiency reviews. Regular
financial checks. Analysis of
limited scope.
Technical and premises
staff development mainly
journals. Occasional
in energy efficiency.
LEVEL
LEVEL 44 LEVEL
LEVEL 55
GOOD
GOOD PRACTICE
PRACTICE BEST
BEST PRACTICE
PRACTICE
Formal energy policy, action
plan, and regular review
Formal energy policy, but
have commitment of senior
no active commitment from
management and are
senior management.
integrated with company
goals and expectations.
Energy manager fully
Energy manager accountable integrated into management.
to energy committee, Clear responsibility for
representing all users. consumption. Committee
chaired by board member.
Formal and informal
Energy committee used as
channels of communication
main channel, together with
regularly exploited by energy
direct contact with major
manager and energy staff at
users.
all levels.
M&T reports for individual Comprehensive systems
premises are based on set targets, monitor
sub metering. Achieved consumption, identify
performance against targets defects, quantify savings,
reported effectively to users. and provide budget tracking.
Marketing the value of
Program in place for staff energy efficiency and the
awareness and regular performance of energy
publicity campaign. management both within and
outside the organization.
Positive bias in favor of
energy efficiency schemes,
Same payback criteria
with detailed investment
utilized as for all other
appraised of all new
investments.
building and refurbishment
opportunities.
List of energy responsibilities Detailed energy RASI’s exist
and their assignment exist and are comprehensive and
for key energy staff and all regularly reviewed. All staff
departments. have responsibilities.
Energy efficiency
Energy efficiency status
performance presented
presented to all staff at least
regularly to all staff. Full use
annually. Occasional but
made of publicity. Promotes
widespread use of publicity
new measures for energy
to promote energy savings.
savings.
Current status reports issued Comprehensive reporting of
annually to shareholders and current status compared with
staff. Impartial reporting on best practices on a regular
performance to staff on a basis and geared at a variety
regular basis. of audiences.
Frequent energy efficiency All forms of energy efficiency
reviews using monitored are regularly reviewed.
consumption data. Analysis Performance compared
is regular and robust. against best practices.
Continuous professional Continuous professional
development for technical development properly
and premises staff. All staff resourced for all staff. Active
are aware and have access technical library. All staff
to energy efficiency training required to participate in
library. energy efficiency training.
Continued on back...
 Ways to Measure Your
Energy Management Program
Maturity Matrix
Elements LEVEL
LEVEL 11
NOT
NOT ENGAGED
ENGAGED
Energy performance has
not been considered during
Existing Plant and
procurement, commissioning,
Equipment
or maintenance of existing
plant and equipment.
No consideration of energy
Plant and Equipment
efficiency in selection
Replacement
process.
TECHNICAL ELEMENTS
Maintenance No regular inspections or
Procedures maintenance carried out.
No consideration is given
Operational
to energy efficiency during
Knowledge
working operations.
Documentation and
None available.
Record Keeping
No operational energy
Operational Methods
targets set.
No information of energy
Operational
efficiency or consumption
Requirements
available.
/ SCORECARD ELEMENTS
No measurements taken and Records kept of consumption
Data Sources
no records kept. based on bills from suppliers.
Results/Scorecards
Energy usage analysis with
respect to fuel costs, building
Analysis No energy analysis prepared. usage, and other parameters
RESULTS
response to adverse trends.
No management reports
Report Outputs
prepared.
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
LEVEL
LEVEL 22 LEVEL 3
EXPERIMENTING
EXPERIMENTING ENLIGHTENED
Most equipment is not
Equipment is not energy
specifically energy efficient,
efficient, but has been
but either was commissioned
commissioned for economic
or is being regularly
purposes and undergoes
maintained for low energy
periodic maintenance.
consumption.
Equipment selected to be fit
Power efficiency data on
for purpose, utilizing life cycle
products obtained as part of
cost and energy efficiency
selection process.
measures.
Maintenance activities
Inspections and occasional
carried out regularly on all
activity, often prompted
equipment and building
by plant failure or safety
envelope identifying
considerations. Remedial
elements affecting energy
work only carried out on
efficiency. Remedial work
major defects.
constrained by budgets.
Energy-saving techniques Most good housekeeping
are only adopted where they practices are adhered to in
can be easily accommodated an attempt to reduce energy
within traditional working usage. Occasional energy
practices. efficiency training received.
Minimal or poor plant control Basic descriptions or plant
and operation. P&IDs for only control and operation. Basic
some of the plant and control P&IDs for most control
systems. systems.
Operational energy targets
Operational energy targets
set against realistic budgets
set by default through budget
and maintained through
setting procedures.
financial procedures.
Provision of budgetary
Provision of budgetary
figures based on usage
figures based on usage in
in corresponding periods
corresponding period.
adjusted for changes in data.
Most data sources calibrated.
Internal and external
temperatures logged
routinely and energy usage
recorded on a routine basis.
Energy usage analysis with
respect to fuel costs, building
usage, and other parameters
undertaken occasionally in
undertaken as required.
Reports prepared and
Reports prepared and provided to managers,
provided to managers, incorporating both technical
incorporating both technical and financial data together
and financial data for the with deviations from budget
period. and comparisons with
previous period.
LEVEL
LEVEL 44
GOOD
GOOD PRACTICE
PRACTICE
Equipment and plant is
appropriately selected,
energy efficient,
commissioned for low energy
consumption, and well
maintained.
Equipment is selected to be
appropriate for application
with energy saving features
taken into consideration.
Life cycle costs and energy
efficiency are evaluated.
Maintenance activities and
condition monitoring carried
out regularly on equipment
and building envelope
identifying elements affecting
energy efficiency. Remedial
action undertaken for most
defects identified.
Staff are aware of how they
affect energy use and follow
all good housekeeping
measures to save energy.
Further training is received
on a regular basis.
Detailed descriptions of
plant control and operation.
Reasonably detailed P&IDs
for entire plant operation.
Delivered conditions and
operating methods for settings for energy efficiency
energy efficiency defined and defined and implemented.
implemented. Informal use of
information from monitoring.
All data obtained is up to
All data obtained is up to
date and analyzed so as to minimum delay. Management
provide management reports and operational efficiency
with adequate detail. reports provided in timely
manner with accurate detail.
All data sources calibrated.
Internal and external
temperatures logged
regularly and energy usage
recorded each shift.
Energy usage analysis
undertaken with respect to
fuel costs, building usage,
and other parameters.
Comparisons possible with
previous periods.
Reports prepared and
provided to managers in a
concise form allowing both
technical and financial data
to be effectively utilized, with
deviations from budget and
comparisons with previous
period.
LEVEL
LEVEL 55
BEST
BEST PRACTICE
PRACTICE
The majority of existing
equipment incorporates
energy-efficient features,
is correctly commissioned
for energy efficiency, and
incorporates maintenance
best practices.
Equipment is selected to
be the most appropriate to
the application. Life cycle
cost and energy efficiency
are taken into account.
Energy savings is a major
consideration in selection.
Equipment maintenance
plan implemented for all
equipment and is based
on failure modes. Defects
are identified and elements
affecting energy efficiency
are reported. Remedial
actions are implemented.
All staff understand that
their roles impact energy
efficiency and take positive
steps to minimize energy
use. Staff receive targeted
training in energy efficiency.
Fully detailed descriptions
of system concepts, plant
control, and operation.
Detailed P&IDs for entire
plant operation.
Operation methods and
Full utilization of feedback
from monitoring.
date and analyzed with
All data sources calibrated.
Internal and external
temperatures logged with
energy usage each shift.
Energy usage analysis
made with respect to fuel
costs, building usage and
other relevant parameters.
Accuracy of energy targeting
formally assessed against
business needs.
Reports prepared and
provided to managers in a
concise form allowing both
technical and financial data
to be effectively utilized.
Data normalized for ease of
comparison. Impact of any
uncertainties defined.