VALERI standard: Evaluating energy-efficient investments strategically and economically

Investments in energy efficiency and sustainability are strategic decisions. If you want to use subsidies and meet ESG requirements, you need more than simple key figures. Traditional methods such as payback periods often fall short – they ignore ecological effects and external requirements.

This is where DIN EN 17463 (VALERI) comes in – a standard that integrates all relevant factors and makes investments systematically assessable.

Why conventional valuation methods are no longer sufficient

Rising energy prices, ambitious climate targets and increasing ESG obligations are intensifying the pressure on companies to act. Today, investments must not only make ecological sense, but also be commercially and strategically justified.

Many companies still work with simplified methods – but these are often inadequate when:

• investments become more complex,
• subsidies are to be taken into account,
• or external partners such as financiers and auditors are involved.

Making investments traceable with VALERI

VALERI offers companies a clearly structured evaluation framework for energy-related investments. This includes not only financial aspects, but also strategic, ecological and operational criteria – over the entire life cycle of the measure.

What the VALERI standard brings to your company:

• Standardized basis for decision-making  
• Comparability of measures 
• Recognized methodology for eligibility and financing security 
• Transparency for stakeholders such as banks, authorities and investors 
• Contribution to ESG and EU taxonomy compliance, for example, in the context of sustainability reporting

We support you – holistically, practically, strategically

Baker Tilly's interdisciplinary Energy & Utilities team supports you in the sound evaluation and implementation of your investments in accordance with VALERI.

Together with you, we identify relevant measures, analyze technical and economic potential and evaluate them for ESG compliance. The results can be used as a basis for decision-making and prepared for funding applications, discussions with banks and ESG reports.

We use proven tools to determine the net present value, create robust business cases and actively support you in integrating them into your investment and sustainability strategy. We will also advise you on presentations to external stakeholders.

Conclusion: Evaluate future-proof investments with VALERI

VALERI enables a sustainable, eligible and economically justified investment assessment. It creates transparency, comparability and strategic clarity – especially for complex projects in the field of energy efficiency and sustainability.

With the expertise of our Energy & Utilities team, we support you in structured decision-making and create the conditions for successful investments – from analysis to implementation.

Do you have any questions or are you planning investments in the field of energy or sustainability? Please feel free to contact us – we will be happy to support you.