THE ENERGISE INDEX

Welcome to the Energise Index. Thank you for your time to complete this questionnaire. 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 present the results against sub-categories so you can obtain insight into where your energy management can be improved.

All questions should be considered to be "binary" when answering Yes or No (i.e. there is no scale).

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* 1. YOUR DETAILS

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* 2. Please enter a Three Letter Reference (if provided)

POLICY

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* 3. Do you have a central record of everything you have that consumes energy (buildings, vehicles, processes etc.)?

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* 4. Do you collect energy data into a central record on a regular basis?

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* 5. Have you analysed your energy data and recently produced an organisational level energy balance (breakdown of energy use)?

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* 6. Have you undertaken some form of strategic energy analysis of your energy consumption? (an example of this might be identifying which are your priority energy users/SEUs for ISO50001)

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* 7. Have you developed an energy policy document?

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* 8. Do you have agreement from the Leadership of your organisation on the content of the energy policy document?

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* 9. Do you have a signed copy of your energy policy, which is in date i.e. within its stated validity period?

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* 10. Have you disseminated/communicated the energy policy throughout your organisation?

STRATEGY

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* 11. Have you conducted energy audits of a representative sample of your operations/assets?

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* 12. Have you analysed the data derived from audits as outlined in question 11?

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* 13. Have you developed an energy strategy or action plan that covers at least a 3 year timetable?

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* 14. Do you have agreement from the Leadership of your organisation on the content of your energy strategy/action plan?

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* 15. Do you have a formally adopted energy strategy, which is in date i.e. within its own validity/review period?

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* 16. Have you disseminated/communicated your energy strategy throughout your organisation?

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* 17. Have you established any energy KPIs (which are appropriate to the organisation)?

STRUCTURE

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* 18. Do you have a Board member/Director who is responsible for energy management?

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* 19. Do you have a Manager who has been assigned responsibility for energy management as all/part of their remit?

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* 20. Do you have a Governance process (e.g. formal meetings/reporting) around energy management?

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* 21. Do you have appointed energy champions and do these exist at a level able to materially influence energy usage?

COMPLIANCE

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* 22. Have you made an assessment as to which energy related compliance obligations are relevant to the organisation?

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* 23. Do you conduct an annual review of compliance to assess changes in legislation?

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* 24. Do you formally apprise the Board Directors of any changes to your compliance obligations at least once per annum?

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* 25. Do you have established processes to ensure your compliance obligations are well managed (including identified responsible staff and ensuring responsibility for these areas are handed over when staff leave)?

PROCUREMENT

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* 26. Have you formally assessed procurement risks from energy? (i.e. do you understand how much exposure you have to energy market price movements)

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* 27. Do you have an internal control/governance mechanism for managing/escalating energy related risks to people who can immediately act upon them (e.g. energy pricing risk)?

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* 28. Do you have appropriate documentation/process to ensure that energy performance is considered when specifying/buying new equipment?

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* 29. Have you set energy efficiency standards for specific technology categories (e.g. Lighting) to be adhered to when procuring?

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* 30. Do you have a set of procurement controls to ensure that any implemented standards are being followed/corrective action is taken if not?

INVESTMENT

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* 31. Do you have an energy efficiency investment budget (ring fenced)?

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* 32. Do you have an investment plan for energy which is reviewed annually?

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* 33. Have you had at least one energy business case reviewed at Board level in the last 12 months?

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* 34. Do you monitor the performance of completed projects to assess return on investment (ROI)?

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* 35. Do you consider energy efficiency in the same risk category as other investments (i.e. is not using an excessive discount rate/perceive it as being higher risk)?

REPORTING

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* 36. Do you report on total energy use/spend at an appropriate interval? (e.g. at least quarterly)

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* 37. Do you report performance versus financial budget?

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* 38. Do you report on performance versus target?

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* 39. Does your energy management reporting account for driving factors of energy use (e.g. degree days/production)?

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* 40. Have you conducted (in last 2 years) some form of benchmarking to assess your comparative performance to expected consumption/industry benchmarks?

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* 41. Do you have financially linked consumption targets/budgets (e.g. based on actual consumption, not just extrapolation of previous years financial budget using a % change overall)?

DATA

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* 42. Do you collect data sets on key energy procurement and energy consuming risk areas (e.g. energy market price data)?

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* 43. Have you undertaken some form of validation of the scope of your records to ensure they are complete? 

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* 44. Do you hold your data in a structured way/database of some form?

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* 45. Do you conduct validation on energy data/bills (check that your energy bills are billed in line with your contract and actual energy use)?

AUDITING

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* 46. Have energy use audits been undertaken? (that are of appropriate quality, scope and number for the total energy consumption/number of energy users)

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* 47. Do you keep a central record of energy related audits undertaken for compliance purposes (e.g. EPCs/TM44)?

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* 48. Do you hold a central record of energy saving opportunities?

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* 49. Do you conduct energy audits/visits based on unusual/unexpected usage patterns to investigate energy use as and when they occur?

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* 50. After an energy survey, do you present the findings of audits to the site?

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* 51. Can you demonstrate at least one business case in the last 12 months linked to energy auditing?

PEOPLE

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* 52. Is energy management part of your inductions?

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* 53. Do you have appointed energy champions whose role is recognised by the organisation and has been documented?

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* 54. Do you have an ongoing awareness programme (to highlight the importance and benefits of energy saving)?

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* 55. Have you provided materials/tools for end energy users to assist in saving energy? (e.g. guidance, calculators, stickers, posters)

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* 56. Have you provided formal energy saving training to at least 50% of your workforce?

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* 57. Do you issue regular communications to the organisation via appropriate means to highlight the progress on initiatives and against the strategy/targets?

TELL US A BIT MORE ABOUT YOURSELF (OPTIONAL QUESTIONS)

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* 58. What is your Annual Consumption (in kWh)

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* 59. Where is your energy used (tick all that apply)

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* 60. How much energy do you currently save annually (in kWh)

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100% of survey complete.

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