INTRODUCTION

Energy Performance Self-Assessment

A quick benchmark of how well your estate is managing energy, cost and carbon.

This assessment gauges how well your organisation manages its buildings' energy performance, from day-to-day efficiency to long-term sustainability. You'll answer 15 questions across five areas: energy efficiency, carbon and cost alignment, building performance and occupant experience, data and visibility, and long-term strategy. It should take less than five minutes to complete.

Answer for your estate as a whole. If unsure, pick the option that best reflects where things stand today. The goal is an honest snapshot, not a precise audit.

How it's scored?Each section is worth up to 6 points, giving a total out of 30. Your score places you in one of three bands, each with a short summary of what it suggests and where the biggest opportunities to improve cost, carbon and comfort are likely to be.

Getting Started

Energy Performance Self-Assessment

Tell us a little about you and your organisation. We'll use this to tailor your results.

First Name*

Last Name*

Your Role

Company

Contact Number*

Company Email*

Section 1

Energy Efficiency

Why it matters? Unnecessary energy use is one of the biggest drivers of both operational cost and carbon emissions in buildings today.

Do you have clear, real-time visibility of where energy is being consumed - and wasted - across your estate?*

Not at all

Partially / Some sites only

Yes, estate-wide

Are heating, cooling and lighting systems scheduled and adjusted to match actual occupancy patterns?*

No - Systems run fixed schedules

Partially

Yes, demand-responsive

Are your Building Management Systems (BMS) actively reviewed and optimised, or largely ‘set and forgotten’?*

Set and forgotten

Reviewed occasionally

Actively and regularly optimised

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Energy Total

Section 2

Carbon vs Cost Alignment

Why it matters: Reducing energy demand lowers both emissions and operational costs -they are not competing priorities, but two sides of the same challenge.

Can you clearly link specific carbon reduction initiatives to measurable cost savings?*

No link established

Some evidence, not systematic

Yes, tracked and reported

Does your organisation prioritise low- or no-cost optimisation before committing to major capital spend?*

No - jump straight to capital projects

Partially considered

Yes, always

Do you have a process to measure and report the financial impact of energy reduction initiatives over time?*

No formal process

Ad hoc reporting

Yes, structured and consistent

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Carbon vs Cost Alignment Total

Section 3

Building Performance & Occupant Experience

Why it matters: Well-managed buildings don’t just use less energy - they perform better, improving comfort, productivity and overall satisfaction.

Are temperature, air quality and lighting levels consistent and within acceptable ranges across your estate?*

Inconsistent / unknown

Monitored in some areas

Yes, consistently maintained

Do building systems respond dynamically to real occupancy and demand -rather than running regardless?*

Run regardless of demand

Partially responsive

Yes, demand-driven

Is there a clear and easy mechanism to collect, review and act on occupant feedback about the building environment?*

No mechanism in place

Mechanism exists but rarely acted on

Yes, regularly reviewed and actioned

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Building Performance Total

Section 4

Data & Visibility

Why it matters?Without accurate, timely data, even the best sustainability strategies struggle to deliver meaningful results.

Do you have real-time or near-real-time visibility of asset performance and energy consumption across your portfolio?*

No -mostly manual reads or estimates

Some automated data, not complete

Yes, live dashboards in place

Are operational and investment decisions based on live, accurate data -rather than assumptions or historical averages?*

Mostly assumptions

Mix of data and assumptions

Yes, data-led decision making

Can you quickly identify and escalate inefficiencies or anomalies before they become costly problems?*

No - issues are reactive

Some alerting in place

Yes, proactive monitoring and alerts

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Data & Visibility Total

Section 5

Strategy & Long-term Planning

Why it matters? Sustainability delivers the greatest value when approached as a long-term strategy - not a one-off project.

Do you have a clear, phased roadmap for sustainability improvements across your estate, with defined milestones?*

No roadmap

High-level plan, limited detail

Yes, detailed and phased

Are short-term operational budgets aligned with long-term asset performance and sustainability goals?*

No alignment

Partial alignment

Yes, formally aligned

Are you actively planning for tightening regulations (e.g. EPC, MEES, ESOS) and rising energy costs?*

Not yet considered

Aware but no formal plan

Yes, proactively planned for

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Strategy Total

That's Everything!

Submit your answers to see your overall score, your result band, and a tailored summary of where your estate is performing well and where the biggest opportunities lie!

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Overall Total