Energy Efficiency Audit Review Checklist Form
Review key audit areas and mark the items addressed.
Audit scope and facility context
Facility type and primary use are described
Buildings and areas included in the audit are identified
Audit scope, exclusions, and objectives are stated
Occupancy patterns and relevant operating schedules are described
Energy-use data and baseline
Utility data and the periods reviewed are identified
Energy use is summarized by fuel or energy source
Baseline year or period and its rationale are documented
Weather, occupancy, or other relevant adjustments are explained
Building envelope
Insulation and thermal boundary are reviewed
Windows, glazing, and exterior doors are assessed
Air leakage and infiltration concerns are considered
Shading, solar exposure, or envelope-related opportunities are noted
HVAC systems
Heating and cooling equipment and condition are reviewed
Ventilation and distribution systems are assessed
System schedules, setpoints, and zoning are considered
Maintenance or efficiency improvement opportunities are identified
Lighting
Lighting types and approximate coverage are documented
Lighting controls, occupancy sensors, or daylight controls are reviewed
Operating hours and scheduling are considered
Lighting upgrade or optimization opportunities are identified
Equipment and controls
Major energy-consuming equipment is inventoried or described
Equipment condition, loading, or utilization is reviewed
Control systems and programmed schedules are assessed
Plug loads, process equipment, or equipment-specific opportunities are considered
Operating practices
Operating schedules are compared with facility use
Setpoints and after-hours operation are reviewed
Staff practices or operational influences on energy use are considered
Practical operational improvements are identified
Recommended measures and savings estimates
Recommended measures are described clearly and specifically
Energy savings estimates include stated assumptions or methods
Cost estimates or other key measure inputs are documented when available
Potential interactions or overlapping savings are considered
Implementation priorities
Measures are prioritized by expected benefit and feasibility
Dependencies, sequencing, or coordination needs are noted
Operational disruption or implementation constraints are considered
Near-term and longer-term actions are distinguished where useful
Documentation and follow-up
Supporting data, notes, or analysis references are included
Key findings and limitations are summarized
Recommended next steps or follow-up actions are identified
A method for tracking implemented measures or results is suggested where relevant
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