Level

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2
3
4
5
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 requ

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4

ENERGY POLICY No energy policy General guidelines but not Written energy policy set by Formal energy policy established with
documented. management but not adopted. objectives and targets but weak
implementation due to lack of
committment from top management (Not
part of Management Reviews).

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4

ORGANISATION No energy management or Energy management is the part- Energy manager assigned, reporting Energy manager and energy team
any formal delegation of time responsibility of someone with to ad-hoc committee, but line members are nominated by top
responsibility for energy limited authority or influence, mostly management and authority are management comprising of technical,
consumption. from technical side but no links to unclear. financial and purchase departments but
financial department. roles and responsibilities are unclear

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4

INFORMATION No energy information
SYSTEM system. Actual energy
consumption is not part of
accounting and/or costing.
Cost reporting based on
energy/utility bills and energy
production (in case of captive
power) data. Engineer compiles
reports for internal use within
technical department.
Monitoring and targeting reports
based on supply meter, bills and
energy production data (in case of
captive power). Energy manager has
ad-hoc involvement in budget setting.
Energy Performance Indicators (EnPIs)
for major energy sources and significant
energy uses with energy baseline values
are defined. EnPIs are considered in
costing and accounting, but energy
savings are not reported and
communicated in terms of EnPIs.

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4

COMMUNICATION No cummunication about
energy efficiency. No
consideration of energy
aspects in regular
operations.
Basic and Informal communication Some information or instructions on
to employees on energy efficiency. energy saving practices displayed in
most relevant areas, some trainings
conducted and enforced to a major
extent. Suggestions from staff on EE
measures considered on ad-hoc
basis.
Proper work instructions on energy
efficiency displayed and enforced in all
significant energy use areas, Regular
programme for staff awareness and
training executed, System for
suggestions from staff on EE measures
in place.

Company LEVEL LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4

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

INVESTMENTS No investment for Only investment in low cost Investment only in low cost measures Same payback criteria employed as for
improvement of energy measures. or measures with short payback time. all other investment, taking into
efficiency. consideration reduced operation costs
due to reduced energy 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:
ol which enables companies to determine the status of implementation of EnMS and identify areas requiring further deliberation.

LEVEL 5

Documented and communicated Energy

Policy with; defined scope & boundaries,
measurable energy objectives & targets,
commitment to legal & other compliances,
supporting energy efficiency in purchasing,
and is integreal part of management reviews.

LEVEL 5

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.

LEVEL 5
Comprehensive system sets targets and
monitors appropriate EnPIs for all energy
sources and significant energy uses;
monitors effectiveness of action plans,
objectives and targets; evaluates actual
versus expected energy consumption; and
investigates & responds to significant
deviations in energy performance. Energy
Performance reviewed by top management
periodically.

LEVEL 5

Energy performance is communicated to all

levels in the organization, regular
programme of awareness and training on
energy espects are developed and execute.
Energy efficiency suggestions by staff are
reviewed by energy team and top
management.

LEVEL 5

Continuous improvement of EE
performance. Implementation of (nearly) all
energy efficiency measures as defined in an
ambitious action plan that is inline with the
energy policy. Energy performance is
essential part of procurement, design,
operation & maintenance of significant
energy uses.
 LEVEL 5

Positive discrimination in favour of green

schemes with detailed investment appraisal
(life-cycle cost accounting) of all new-build
and refurbishment opportunities.

he "Company LEVEL" Row.

h an EnMS, which can include several boundaries.

on.

ganization related to its energy performance, as formally expressed by top management.

nd other information, leading to identification of opportunities for improvement.
formance.

y policy related to improved energy performance.

rgy consumption.
ce, as defined by the organization.
oling; transportation; processes; production lines.)
ENERGY MANAGEMENT - MATURITY MATRIX

ENERGY POLICY

MATURITY LEVEL 5

4
ENERGY POLICY 0
INVESTMENT 3

ORGANISATION 0 2

1
INFORMATION SYSTEM 0
0

COMMUNICATION 0

IMPLEMENTATION 0
IMPLEMENTATION

INVESTMENT 0

COMMUNICATION
HOW TO USE:

1. This sheet does not require any inputs and displays the results of EnMS Maturity matrix automatically.
TY MATRIX

ENERGY POLICY

INVESTMENT 3 ORGANISATION

IMPLEMENTATION INFORMATION SYSTEM

MATURITY LEVEL

COMMUNICATION

the results of EnMS Maturity matrix automatically.