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Energy Audit Reporting Compliance Checklist

Ensure flawless energy audit reporting & regulatory adherence. Our checklist simplifies compliance, minimizes risk, and maximizes efficiency - your one-stop solution for stress-free energy reporting.

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Audit Scope & Methodology

1 of 8

Ensures the audit scope accurately reflects the facility being audited and the methodology is appropriate for the industry and energy usage patterns.

Describe the facility being audited (e.g., building type, size, processes)

Select the primary energy sources being assessed (e.g., electricity, natural gas, steam)

Total building area (square feet/meters)

Date of facility commissioning/major renovation (if applicable)

Audit methodology applied (e.g., ASHRAE Level 1, Level 1 Quick Walkthrough, Detailed Level 3)

Briefly describe the rationale for the selected audit methodology.

Data Collection & Verification

2 of 8

Confirms accuracy and completeness of energy consumption data, meter readings, and related documentation.

Meter Reading - Total kWh (Month 1)

Meter Reading - Total kWh (Month 2)

Meter Reading - Total kWh (Month 2)

Date of Meter Reading

Time of Meter Reading

Meter Accuracy Verification Status

Supporting Documentation (e.g., meter calibration records)

Analysis & Findings Documentation

3 of 8

Verifies clear and concise documentation of energy use patterns, inefficiencies, and potential savings opportunities.

Detailed Description of Key Energy Consumption Patterns

Total Energy Consumption (kWh)

Peak Demand (kW)

Identified Energy Inefficiencies

Narrative Explanation of Significant Findings

Supporting Data Charts/Graphs

Recommendations & Action Plan

4 of 8

Reviews the feasibility, cost-effectiveness, and potential impact of recommended energy efficiency measures.

Detailed Description of Recommendation

Estimated Cost of Implementation

Estimated Annual Energy Savings (kWh)

Estimated Payback Period (Years)

Priority Level (High/Medium/Low)

Target Implementation Date

Responsible Department(s)

Potential Risks and Mitigation Strategies

Reporting Format & Content

5 of 8

Ensures the report adheres to required standards and includes all necessary information for review and approval.

Report Template Version

Total Energy Savings (kWh)

Total Cost Savings ($)

Executive Summary

Supporting Data Files

Report Distribution Method

Report Submission Date

Review & Approval Process

6 of 8

Documents that required personnel have reviewed and approved the audit findings and recommendations.

Date of Initial Review

Reviewer Name

Review Outcome

Review Comments (if rejected or revision needed)

Reviewer Signature

Date of Final Approval (if applicable)

Approver Name

Record Retention & Accessibility

7 of 8

Confirms appropriate record-keeping procedures are in place for audit documentation.

Number of Years Records Retained

Storage Medium (Physical/Digital)

Description of Record Storage Location (Physical or Digital)

Last Record Retention Review Date

Access Control Method (e.g., Password, Physical Key)

Contact Person for Record Retrieval

Regulatory Compliance

8 of 8

Verifies adherence to relevant energy regulations and reporting requirements.

Applicable Regulations (Select all that apply)

If 'Other' selected above, please specify:

Last Regulatory Compliance Review Date

Reporting Frequency (e.g., annually, bi-annually)

Supporting Documentation (Permits, certifications, etc.)

Reporting Submission Method

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