Energy Management Readiness Check

Use this tool to assess your current energy management practices and uncover areas for improvement.

Energy Management Readiness Assessment

Phase & Task	Activity
1. Make a Commitment to Energy Management
Gain Leadership Buy-In	Secure support from senior leadership to make energy management a priority and allocate resources 0%
Assemble an Energy Team	Form a cross-functional team including facilities staff, finance, and leadership to guide the energy management process 0%
Establish an Energy Policy	Approve a policy that states the organization's commitment to energy efficiency and sets broad goals 0%
2. Assess Current Energy Performance
Gather Data	Collect utility bills and building operational data (12–24 months) Inventory energy-consuming equipment and systems (e.g., HVAC, lighting) 0%
Benchmark Energy Use	Use Energy Star Portfolio Manager (ESPM) to calculate baseline metrics such as Energy Use Intensity (EUI) and Energy Star scores 0%
Identify Key Buildings or Systems	Rank buildings or systems with high energy use or poor efficiency compared to benchmarks Identify portfolio best practices (if applicable) 0%
3. Set Energy Goals
Define Objectives	Set goals that align with organizational priorities (e.g., 30% reduction in energy use over five years) Establish decision-making criteria for energy-saving projects 0%
Set Targets	Establish short-term (1-year) and long-term (3–5 years) measurable targets, such as achieving Energy Star certification or reducing GHG emissions 0%
4. Conduct Energy Audits
Level 1 Audit	Identify low-cost/no-cost measures (e.g., thermostat settings, operational adjustments) 0%
Level 2 or 3 Audits	Conduct detailed cost/benefit analyses as needed for capital-intensive projects 0%
Prioritize Projects	Rank projects based on cost, savings potential, payback period and other decision-making criteria 0%
5. Develop an Energy Management Plan
Create an Action Plan	Include specific projects, timelines, budgets, and assigned responsibilities 0%
Develop a Funding Strategy	Explore incentives, utility rebates, Energy Performance Contracts (EPCs), loans, and other options 0%
6. Implement Energy-Saving Projects
Quick Wins (Year 1)	Implement low-cost measures such as LED retrofits, optimizing HVAC schedules, etc. 0%
Capital-Intensive Projects (Envelope, Equipment)	Enhance building envelope (insulation, air sealing, windows, doors, etc.) Upgrade equipment (e.g., boilers, chillers, rooftop units, etc.) 0%
Capital-Intensive Projects (Renewables)	Integrate renewable energy systems (solar, storage, etc.) 0%
Staff Training	Train facilities personnel to operate and maintain systems efficiently 0%
7. Monitor, Evaluate, and Report Progress
Quick Wins (Year 1)	Implement low-cost measures such as LED retrofits, optimizing HVAC schedules, etc. 0%
Track Metrics	Regularly update benchmarks in ESPM Use real-time monitoring, smart meter data, etc. where possible 0% 0%
Evaluate Effectiveness	Compare post-implementation performance to baseline and goals Identify performance gaps and adjust plans as needed 0%
Report Results	Share progress with stakeholders 0%
8. Sustain and Improve Savings
Plan for the Future	Regularly revisit and revise goals and strategies Implement ongoing commissioning to ensure systems operate as intended 0%
Foster a Culture of Sustainability	Encourage employee engagement in energy-saving initiatives Publicize and celebrate success to enhance buy-in Replicate best practices across portfolio 0%

Energy Management Readiness Score

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