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Energy Audit Checklist

An energy audit checklist template for walking a commercial building with the bills already in hand. The single most revealing measurement on it is what the building draws at three in the morning when it is empty, because almost every site has plant running around the clock that nobody ever asked to run and nobody has looked for since the building opened.

  • Base load read out of hours, when the building is empty
  • Twelve months of bills gathered before the site visit
  • Payback worked out per measure, from cost and saving
  • No cost measures lead the report, ahead of any capital
energy-audit-checklist.xlsx

Energy Audit Checklist

Walked with the bills in hand

Per supply
Units, cost, per unit area
Per measure
Saving, cost, payback
Per audit
Saving as a share of spend
Read first
Base load, out of hours
#HEATING, COOLING AND VENTILATIONDONEFINDINGN/A
1Heating and cooling operating simultaneously in any zone
2Time schedules match actual occupancy
3Filters clean, coils clean, plant not working against fouling
plus nine more on plant across sizing, efficiency against commissioning figures, setpoints and dead band, optimum start and stop, demand controlled ventilation, heat recovery, free cooling, insulation and variable speed drives, then eight on fabric, nine on lighting, twelve on controls, metering and the loads nobody lists, and the opportunities table where payback works itself out from cost and saving.

The document you will get. Download for the full, editable file.

Who this energy audit checklist is for

One building, four people, and only one of them has seen it at three in the morning.

  • Whoever walks the building

    Forty one checks across fabric, plant, lighting and controls, each with a finding and an opportunity column rather than a tick, because a tick records nothing worth acting on.

  • The energy or sustainability lead

    Consumption per unit of area against a benchmark. Total consumption tells you how big the building is, not how well it is run.

  • The maintenance manager

    Simultaneous heating and cooling, overrides left in hand, and schedules that stopped matching occupancy years ago. Most of the findings land on their plant.

  • Whoever signs off spend

    The case: saving as a share of current spend, and how many measures need no capital approval at all.

Where the meter is somebody's problem

The structure suits any non-domestic building with a meter and a bill. What changes is the benchmark and how much of the load is process rather than building. If you run one of these, the sector page goes further than the template does.

What an energy audit template should contain

An energy audit is a structured survey of how a building uses energy and where it is wasted. It combines twelve months of consumption data with a walk of the fabric, plant, lighting and controls, measures the base load when the building is empty, and ends in costed measures ranked by payback rather than in a list of observations.

A. The bills, the base load, the walk, and the case

FieldWhat goes in itWhy it earns its place
Building and audit scopeType, floor area, occupancy hours, fuels, meters, and the audit levelWalk-through, detailed survey with measurement, or investment grade. Saying which one this is sets what the findings can and cannot be relied on for.
Period of billing dataTwelve months minimum, with degree day correction statedLess than twelve months and the comparison means nothing, because you are reading a season rather than a building.
Consumption baselineAnnual units and cost per supply, per unit of area, against a typical figureEnergy use per unit of area is the only number that lets this building be compared with another or with a benchmark.
Base loadThe reading taken out of hours, when the building is emptyThe measurement that finds the money. Take it yourself rather than reading it off a graph, because the graph is averaged and the graph is not where the surprise lives.
What should be running at that timeSecurity, emergency lighting, servers, refrigeration, frost protectionWritten down before the reading, so the comparison is against an expectation rather than against whatever seems plausible afterward.
Building fabricEight checks from insulation and glazing to drafts and unused areas still being conditionedIncludes external doors propped open during trading, which is a behavior rather than a defect and costs more than most of the capital measures save.
Heating, cooling and ventilationTwelve checks from plant sizing to variable speed drivesSimultaneous heating and cooling in the same zone is the most expensive fault in the document and the hardest to see.
LightingNine checks including out of hours lighting observedObserved, not assumed. The out of hours walk is the only way to see which lighting is genuinely on a control and which is nominally on one.
Controls, metering and other loadsTwelve checks across the building management system, sub-metering and standby loadsIncludes how long overrides have been in place, which is the question nobody asks and the one that most often explains the base load.
OpportunitiesMeasure, category, annual saving, cost, payback, confidenceCategory is No cost, Low cost or Capital, spelled exactly that way. Payback works itself out from cost and saving rather than being estimated.
The caseSaving as a share of current spend, and measures needing no capital approvalThe share is the figure that gets read. An absolute saving means little without the bill beside it.
Measurement and verificationAgreed before any work startsSavings nobody measured afterward are the reason the next project is harder to fund than this one.

The base load is the one measurement on this document that reliably surprises people, and it is the reason the audit should start before the working day rather than during it. Every building has a floor to its consumption, the amount it draws when nobody is in it, and that floor is made up of things that genuinely must run and things that are running because a schedule was set during commissioning and never revisited. The useful property of the figure is that it is almost impossible to argue with. A building drawing a third or more of its peak demand at three in the morning is not an efficient building with a measurement problem; it is a building with plant running that nobody has asked about, and the walk that follows is simply a matter of finding out which plant. That is why the template asks for the reading to be taken in person rather than lifted from a graph. Half-hourly data averaged over a month hides the thing you are looking for, and a graph tells you the load exists without telling you which panel it is on. The second reason to start here is that it reorders the whole report. An audit that begins with the fabric produces recommendations about insulation and glazing, which are capital measures with long paybacks and a procurement process attached. An audit that begins with the base load produces recommendations about schedules, setpoints and overrides, which cost nothing, can be done the same week, and frequently save enough to pay for the audit several times over. Both sets of findings belong in the report. The order in which they appear determines whether anything happens.

B. What it looks like filled in

One detailed audit of a commercial building. Fourteen measures found, and five of them cost nothing.

LineValue
Annual consumption, annual cost412,000 kWh, 61,800
Per unit of area, against benchmark98 against 85, so 15 percent above
Measures identified, of which no cost14 identified, 5 at no cost
Saving identified9,400
Saving as a share of current spend15 percent
Implemented, verified saving6 implemented, 7,100 verified

Fifteen percent is a completely ordinary result for a first audit of a building nobody has been managing, and the number that matters more is the five. Nine thousand four hundred against a sixty one thousand eight hundred bill is the headline, and it is the right headline because a saving expressed on its own means nothing without the bill beside it. But the line that determines whether any of it happens is that five of the fourteen measures cost nothing: schedules revised to actual occupancy, setpoints and dead bands corrected, overrides taken out of hand, lighting controls that were fitted and never commissioned. Those five can be done in a week by people already on site, they need no procurement and no capital approval, and in most buildings they are worth more than the glazing. Starting the report with them is not a presentational choice; it is what makes the rest of the report credible, because a building that has already banked a saving this quarter listens differently to a proposal with a five year payback. The last line is the one most audits never produce. Six measures were implemented and seven thousand one hundred of saving was verified afterward, which is roughly three quarters of what was identified from those measures. Verified saving is what makes the next audit fundable, and the reason to agree the verification method before any work starts rather than after. Being fifteen percent above the benchmark is the prompt to act rather than a conclusion in itself, since benchmarks cover a wide range of buildings and this one may simply run longer hours. The plant most of these findings land on is covered by the HVAC maintenance checklist and the boiler maintenance checklist, and the wider condition survey that runs alongside an energy audit is the property condition assessment. For the background on how a commercial audit is scoped and what each audit level involves, there is a full guide to auditing a commercial building.

Download the energy audit checklist

Word for the version carried round the building, Excel for the one that works out payback per measure and holds an Audit Log trending energy per unit of area across audits, and PDF for the report that goes to whoever signs off spend. Free, and yours to rebrand.

Get the template

How do you carry out an energy audit?

Bills first, then the empty building, then the walk. Six steps.

  1. Get twelve months of bills before you visit

    With degree day correction noted. An audit without consumption data produces a list of things that look inefficient, and nothing gets funded from that.

  2. Convert everything to energy per unit of area

    It is the only figure that compares this building with another or with a benchmark. Total consumption describes the size of the building, not how well it is run.

  3. Read the base load yourself, out of hours

    Write down what should be running at that hour before you look, then find what actually is. Above roughly a third of peak demand, something is running that nobody asked for.

  4. Walk the fabric, plant, lighting and controls

    Looking for simultaneous heating and cooling in one zone above everything else. It is the most expensive fault here and it presents as comfort complaints rather than as an energy problem.

  5. Ask how long every override has been in place

    A valve or a fan put into hand during a fault two years ago is still in hand, invisible on the graphics, and has run every hour since.

  6. Cost every measure and lead with the ones that cost nothing

    Payback works itself out from cost and saving. A building that acts on three no cost measures funds the survey before anybody discusses capital.

Something has been running every night since the building opened. See how Atom AI assistants hold consumption, base load and the measures raised against each building.
See Atom AI assistants

An energy audit report versus a list of observations

Two documents that come out of the same walk. Only one of them results in anybody spending money.

AspectAn energy audit reportA list of observations
Starts fromTwelve months of billsWhat looks inefficient
MeasuresBase load, taken in personNothing, usually
Each finding carriesA saving, a cost, a paybackA recommendation
Ranked byPayback and categoryThe order they were seen
Leads withThe measures that cost nothingThe most visible problem
AfterwardVerified saving, measuredNobody checks

The difference between the two columns is almost entirely decided before anybody arrives at the building. An auditor who turns up without consumption data can only report what they can see, and what can be seen is biased heavily toward the visible: old lighting, tired glazing, obvious drafts, plant that looks its age. Those observations are not wrong, but they are unpriced, which means the report cannot rank them and the reader cannot act on them without commissioning further work. The same walk done with twelve months of bills in hand produces something different in kind, because every finding can be sized against a known total and the ones worth pursuing separate themselves immediately from the ones that merely look untidy. This is also what protects the audit from its most common failure, which is recommending a capital measure that is genuinely worthwhile and watching nothing happen for three years. Leading with the measures that cost nothing changes the economics of the conversation: they are implemented by people already employed, they show up on the next bill, and they establish that the audit produces results before anybody is asked to approve a budget. The last row is the one that compounds. Savings nobody measured afterward are the reason the following audit is harder to fund than this one, which is why the verification method is agreed before work starts rather than reconstructed afterward from a bill that has also been affected by the weather, occupancy and tariff. Energy as a single line inside a wider facilities scorecard is a different document, the facility management KPIs template, and the plant these findings land on is maintained with the chiller maintenance checklist.

When the template starts to feel limiting

The file audits one building well, and the saving happens afterward. Four things get difficult.

  • The base load is one reading

    Taken on one night. Whether it was a typical night, and whether it has drifted since, needs half-hourly data the sheet cannot hold.

  • Overrides go back into hand

    The audit catches the ones in place on the day. Nothing stops three more being set next month, and nothing announces them.

  • Verified saving needs the next bill

    The case is built at the audit and settled months later, and on paper those two documents sit in different folders.

  • Schedules drift back

    Time schedules corrected during the audit are the easiest measure to implement and the easiest to quietly undo during the next complaint about a cold morning.

What running this in Facilio looks like

The walk does not change. What changes is that the building tells you when it drifts back.

  • Energy Intelligence

    Base load is continuous

    The out of hours floor tracked every night rather than measured once, so a schedule that drifts back shows up in days instead of at the next audit.

  • Work Order Intelligence

    Measures become jobs

    Each opportunity raised against the plant it belongs to, with the saving attached, rather than sitting in a report nobody reopens.

  • Asset Intelligence

    Overrides have an age

    How long a point has been in hand, visible against the asset, which is the question this checklist has to ask manually.

  • Audit Report Intelligence

    Verified saving is evidenced

    Consumption before and after, against the measure, in the form the next funding conversation needs.

Hallucination-free by design. Atom AI answers from the records in your tenant rather than generating plausible text, so an empty field reads as empty rather than filled in for you.

Frequently asked questions

What is an energy audit checklist?

It is the structure for surveying how a commercial building uses energy: twelve months of consumption data, a base load reading taken while the building is empty, and a walk of the fabric, plant, lighting and controls.

This one carries eight fabric checks, twelve on heating, cooling and ventilation, nine on lighting and twelve on controls and other loads, then costs every measure and works out its payback.

What is base load and why does it matter so much?

It is what the building draws when it is empty, read out of hours rather than taken off a graph. It is the single most revealing measurement in the document.

A base load above roughly a third of peak demand almost always means air handling, pumps or lighting running to a schedule nobody has revisited since the building opened.

How much billing data do I need before the audit?

Twelve months minimum, gathered before the site visit, with degree day correction noted. Less than that and you are reading a season rather than a building.

An audit done without consumption data is a list of things that look inefficient, and no building has ever funded a project from that.

Which fault should I look hardest for?

Simultaneous heating and cooling in the same zone. It is the most expensive fault in this document and the hardest to see.

It presents as comfort complaints rather than as an energy problem, and the usual response to those complaints makes it worse.

Why ask how long an override has been in place?

Because a valve or a fan put into hand during a fault two years ago is still in hand, invisible on the graphics, and has been running every hour since.

It is one of the commonest explanations for a base load nobody can account for, and nothing on a building management system draws attention to it.

What saving should a first audit find?

Most first audits of a building nobody has been actively managing find somewhere between ten and twenty percent of current spend.

Report it as a share of the bill rather than as an absolute number, because the absolute means very little without the bill beside it.

Why lead the report with the no cost measures?

Because they are implemented by people already on site, they need no procurement or capital approval, and they show up on the next bill.

A building that has banked a saving this quarter listens very differently to a proposal with a five year payback.

Does this cover energy inside a wider facilities scorecard?

No. This is the audit itself: one building, surveyed in depth, ending in costed measures ranked by payback.

Energy as a single line reported alongside cost, space and satisfaction measures belongs on a facility management KPI scorecard instead.

In one paragraph

An energy audit checklist works when the bills arrive before the auditor does and the base load is read in person while the building is empty, because that one measurement finds plant running to schedules nobody has revisited. Convert everything to energy per unit of area so the building can be compared with something, look hardest for simultaneous heating and cooling in a single zone, ask how long every override has been in hand, and lead the report with the measures that cost nothing so the survey pays for itself before anybody discusses capital.

Three in the morning, and something is still running

Get the bills first, read the base load yourself, walk the plant and the controls, and put the no cost measures at the front. Once the base load is a single reading from one night, or saving has to be proved from a bill months later, the paper version has reached its limit.

Energy Audit Checklist Word · Excel · PDF