Lighting Retrofit Assessment Checklist
Unlock energy savings and boost your facility's efficiency! Our Lighting Retrofit Assessment checklist, a vital tool for Facility Managers, guides you through a comprehensive evaluation - from fixture inventory to ROI analysis. Reduce costs, improve lighting quality, and create a sustainable environment. Download now and illuminate your facility's potential!
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Initial Assessment & Information Gathering
Collect background information and initial observations regarding current lighting systems and facility needs.
Project Goals & Objectives
Building Size (sq ft)
Building Type
Date of Last Lighting System Evaluation (if applicable)
Current Lighting System Concerns/Issues (reported by occupants or FM)
Current Lighting Control System (if any)
Contact Person for Lighting Retrofit Project
Approximate Number of Lighting Fixtures
Existing Lighting Inventory & Analysis
Detailed assessment of existing lighting fixtures, their types, quantities, and operating characteristics.
Fixture ID/Location Number
Fixture Type
Fixture Description (e.g., model number, manufacturer)
Wattage (per fixture)
Number of Fixtures in Area
Lumens Output (estimated or manufacturer's data)
Control Type (if applicable)
Notes/Observations (e.g., condition, issues)
Energy Consumption & Cost Analysis
Determine current energy usage and associated costs related to lighting.
Current Total Lighting Energy Consumption (kWh/year)
Average Lighting Operating Hours per Year
Current Average Electricity Rate ($/kWh)
Total Annual Lighting Cost ($)
Utility Rate Structure (e.g., Tiered, Demand)
Notes on Utility Billing or Rate Structure (if applicable)
Power Factor of Existing Lighting (if known)
Lighting Level & Quality Evaluation
Assess the adequacy and quality of existing lighting for intended tasks and occupant comfort.
Foot-candle (Lux) measurement at workstation 1
Foot-candle (Lux) measurement at workstation 2
Foot-candle (Lux) measurement - common area
Lighting Uniformity - Overall Assessment
Color Rendering Index (CRI) - Acceptability
Observed Glare Issues?
Describe any observed issues with light distribution or visual comfort.
Overall occupant satisfaction with existing lighting (scale 1-5, 5 being most satisfied)
Retrofit Options & Technology Review
Identify and evaluate potential lighting retrofit technologies (LEDs, controls, etc.) and their suitability.
Consideration of LED Technology?
Potential Lighting Control Strategies?
Estimated LED Lumens per Watt (lm/W)
Color Temperature Preference (CCT)?
Notes on Specific Fixture Replacement Opportunities (e.g., high bay, troffer)
Attach Fixture Datasheets (if available)
Financial Analysis & ROI Calculation
Calculate the return on investment (ROI) for various retrofit scenarios, considering costs and savings.
Estimated Project Cost (Total)
Current Annual Lighting Energy Consumption (kWh)
Current Electricity Rate ($/kWh)
Estimated Annual Energy Savings (kWh)
Estimated Annual Cost Savings ($)
Estimated Rebate/Incentive Amount ($)
Simple Payback Period (Years)
Return on Investment (ROI) (%)
Assumptions & Notes for ROI Calculation
Implementation Planning & Logistics
Develop a plan for the lighting retrofit project, including scheduling, installation, and disruption management.
Planned Start Date of Retrofit
Planned Completion Date of Retrofit
Estimated Downtime (in hours) per area
Detailed Area Sequencing Plan (how areas will be retrofitted in order)
Safety Precautions Required (check all that apply)
Waste Disposal Method
Contingency Plan for Unexpected Issues
Detailed Retrofit Layout Drawings
Post-Retrofit Verification & Commissioning
Verify that the retrofit project meets performance goals and ensure proper functionality.
Measured Lighting Levels (Foot-Candles)
Color Temperature Consistency?
Control System Functionality Verified?
Notes on observed issues or deviations from expected performance.
Date of Commissioning Completion
Post-Retrofit Energy Consumption (kWh)
Occupant Feedback Received?
Post-Retrofit Photos/Videos
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