HVAC System Efficiency Audit Checklist
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Preliminary Assessment & Data Gathering
Initial review of building information, system documentation, and operational data to establish a baseline and identify areas for further investigation.
Date of Last HVAC System Inspection
Brief Description of HVAC System (e.g., Type, Age, Capacity)
Total Building Square Footage
Number of Occupants (Typical)
Type of Building (Office, Retail, Healthcare, etc.)
Existing Energy Bills (most recent 12 months) - summary of usage and costs.
Building HVAC System Layout/Schematics (if available)
Building Envelope & Load Calculation
Evaluate the building's thermal performance, insulation, windows, and doors. Verify or recalculate peak heating and cooling loads.
Building Year of Construction
Description of Building Envelope Materials (walls, roof, windows)
U-Value of Exterior Walls (BTU/hr·ft²·°F)
R-Value of Roof Insulation
Window U-Factor
Solar Heat Gain Coefficient (SHGC) of Windows
Condition of Window Seals (drafty, good, deteriorating)
Notes on shading (overhangs, landscaping, etc.) and its impact on heating/cooling loads.
Equipment Inspection & Performance Evaluation
Detailed inspection and testing of all HVAC equipment (chillers, boilers, AHUs, pumps, fans, etc.) to assess operational efficiency and identify degradation.
Chiller COP (Coefficient of Performance)
Boiler Thermal Efficiency (%)
AHU Fan Power (kW)
Visible Signs of Water Leaks on Equipment?
Notes on compressor noise or vibration (if applicable)
Condition of belts and pulleys (if applicable)
Supply Air Temperature (°C)
Return Air Temperature (°C)
Additional observations/comments on equipment performance
Control System Analysis
Review and analyze the building automation system (BAS) and its control strategies to ensure optimal operation and identify potential improvements.
BAS Version Number
BAS Manufacturer
Which of the following control strategies are implemented?
Describe any observed anomalies or unexpected behavior in the BAS.
Is trend data readily accessible and usable for analysis?
Number of schedules actively utilized
Note any issues with point naming conventions or documentation quality.
Ductwork & Air Distribution
Inspection of ductwork for leaks, insulation issues, and proper airflow distribution. Assessment of air terminal devices (registers, diffusers).
Overall Ductwork Condition Notes
Duct Leakage Assessment
Average Duct Static Pressure (inches of water)
Duct Insulation Condition
Air Terminal Device (Register/Diffuser) Observations
Airflow Balancing Issues?
Ductwork/Air Distribution Photos
Duct Material Type
Water Systems (Chilled/Hot Water)
Evaluation of water systems including piping, pumps, valves, and heat exchangers. Check for leaks, proper flow, and temperature differentials.
Chilled Water Supply Temperature (Entering)
Chilled Water Return Temperature
Chilled Water Flow Rate (GPM)
Hot Water Supply Temperature (Entering)
Hot Water Return Temperature
Hot Water Flow Rate (GPM)
Water Treatment Type (e.g., Chemical, Ion Exchange)
Observations regarding water treatment performance and any recent adjustments.
Visible Signs of Corrosion?
Energy Metering & Data Analysis
Review energy consumption data, identify trends, and compare performance against benchmarks. Evaluate existing metering infrastructure.
Total HVAC Energy Consumption (kWh)
Peak HVAC Demand (kW)
Date of Last Energy Bill Review
Metering System Type (e.g., building automation, submetering)
Which parameters are currently being monitored?
Summary of Energy Consumption Trends (Past 12 Months)
U-Factor (if available - HVAC specific)
Does the facility have baseline data for comparison?
Reporting & Recommendations
Compile findings, prioritize recommendations, estimate cost savings, and present a comprehensive report to facility management.
Executive Summary of Findings
Estimated Total Cost Savings (Annual)
Estimated Return on Investment (ROI)
Prioritized Recommendations (Select all that apply)
Detailed Recommendations & Justification (for each prioritized item)
Supporting Documentation (e.g., energy modeling reports, vendor quotes)
Recommended Implementation Start Date
Additional Notes or Comments
Auditor Signature
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