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!

This Template was installed 5 times.

Building Envelope Assessment

1 of 10

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

2 of 10

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

3 of 10

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

4 of 10

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

5 of 10

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)

6 of 10

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

7 of 10

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

8 of 10

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

9 of 10

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

10 of 10

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

We can do it Together

Need help with Checklists?

Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.

Email Address
How can we help?