Energy Efficiency Audit Checklist: Facility Sustainability & Cost Savings
Reduce your facility's carbon footprint and lower energy bills with our comprehensive Energy Efficiency Audit Checklist. This template guides you through a thorough assessment of lighting, HVAC, insulation, and more, ensuring maximum sustainability and cost savings for your building. Download now and start optimizing!
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Building Envelope Assessment
Evaluate insulation, windows, doors, and roofing for energy loss.
Wall R-Value (Current)
Roof R-Value (Current)
Window Type (Predominant)
Notes on Wall Condition (Cracks, Damage)
Door Sealing Condition
Photos of Building Envelope (Optional)
HVAC System Evaluation
Inspect heating, ventilation, and air conditioning systems for efficiency and maintenance.
Refrigerant Charge (lbs)
Supply Air Temperature (°F)
Return Air Temperature (°F)
Static Pressure (inches of water)
Filter Condition (Visual)
Blower Motor Operation
Last Maintenance Date
Notes/Observations
Lighting & Electrical Systems
Assess lighting types, usage patterns, and electrical system performance.
Current Lighting Wattage per Square Foot
Target Lighting Wattage per Square Foot (Post-Upgrade)
Lighting Types in Use
Lighting Control System Present?
Last Electrical System Inspection Date
Number of Occupancy Sensors Installed
Dimming Capabilities Present?
Notes on Electrical System Condition
Water Usage & Conservation
Evaluate water fixtures, irrigation systems, and identify conservation opportunities.
Current Water Bill (Monthly)
Estimated Water Usage (Gallons)
Type of Irrigation System (if applicable)
Water-Saving Fixtures Present?
Leaks Detected?
Details of any leaks detected (if applicable)
Date of last irrigation system maintenance
Equipment & Appliances
Check the energy consumption of major equipment and appliances.
Refrigerator Energy Star Rating (if applicable)
Dishwasher Cycle Usage (cycles/week)
Oven Temperature Calibration (degrees)
Type of Washing Machines (if multiple)
Estimated Monthly Usage (kWh) - HVAC
Last Maintenance Date - HVAC
Notes on Equipment Condition & Usage
Building Management System (BMS)
Review BMS settings, data logging, and performance reports (if applicable).
Current BMS Version
BMS Vendor
Summary of Recent BMS Events/Alarms
Last BMS System Backup Date
Key Performance Indicators (KPIs) Monitored
Alarm Notification Method
Employee Awareness & Behavior
Assess employee engagement in energy conservation practices.
Estimated Employee Participation in Energy Saving Initiatives (Scale of 1-10)
Are energy-saving behaviors part of employee training?
Describe current methods for communicating energy-saving tips to employees.
Which of the following employee behaviors contribute to energy waste?
Is there a designated 'Energy Champion' or team responsible for promoting energy conservation?
Suggestions for improving employee engagement in energy conservation (optional)
Renewable Energy Potential
Explore opportunities for solar, wind, or other renewable energy sources.
Annual Solar Irradiance (kWh/m²)
Roof Orientation (for Solar)
Available Roof Area (m²)
Local Incentive Programs Available?
Notes on Obstructions (Trees, Buildings)
Potential Wind Turbine Feasibility?
Measurement & Verification
Plan for ongoing energy consumption tracking and analysis.
Baseline Energy Consumption (kWh)
Post-Implementation Energy Consumption (kWh)
Percentage Reduction in Energy Consumption (%)
Date of Baseline Measurement
Date of Post-Implementation Measurement
Notes on Measurement Methodology
Measurement Standard Used (e.g., IPMVP)
Cost Savings & ROI Analysis
Estimate potential cost savings and calculate return on investment for recommended improvements.
Estimated Annual Energy Cost Savings ($)
Estimated Implementation Cost ($)
Estimated Payback Period (Years)
Discount Rate (%)
Financing Options Considered
Assumptions & Calculations Notes
Sensitivity Analysis Performed?
Date of ROI Calculation
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