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
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
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
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
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
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
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
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
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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