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6 free energy audit checklists

6 free energy audit checklists

Hero author imageBy Ima Ocon
•
November 29th, 2024
•
5 min read
Hero image

Table of contents

  • Top energy audit checklists
    • 1. Energy audit checklist
    • 2. Home energy audit checklist
    • 3. ASHRAE Level 2 energy audit checklist
    • 4. Building energy audit checklist
    • 5. BPI home energy audit checklist
    • 6. Commercial energy audit checklist
  • How to create your own energy audit checklist in Lumiform

Energy audits are an important part of improving sustainability and operational inefficiency, uncovering inefficiencies that you didn’t even know existed. An energy audit checklist helps you break it all down step-by-step, from identifying equipment that’s overusing power to spotting potential safety risks. It’ll also prompt you into setting actionable recommendations.

The energy audit checklists below give you a clear framework for the process so you can make improvements for your business and drive meaningful change.

Top energy audit checklists

Whether you’re optimizing a home’s energy use or conducting a detailed commercial audit, these customizable checklists make the process much easier:

  1. Energy audit checklist

    Energy audit checklist
    Use this templateSee details
    Conducting a thorough energy audit starts with a clear process, and this checklist ensures no detail is missed. It walks you through key areas like HVAC systems, lighting, and insulation to pinpoint energy inefficiencies. With pre-defined sections for equipment inspections, utility usage tracking, and potential cost-saving measures, it’s a practical tool for facilities of all sizes. You can easily adapt this checklist to prioritize high-energy-consuming equipment or add specific compliance requirements for your industry.
    Use this templateSee details
  2. Home energy audit checklist

    Home energy audit checklist
    Use this templateSee details
    Identifying energy waste at home can save you money and reduce your environmental footprint. This checklist covers all the bases, from assessing windows and doors for drafts to evaluating your appliance efficiency. Its streamlined layout ensures you focus on impactful improvements without feeling overwhelmed. Adjust it to match your home’s unique features—add notes on solar panel efficiency or the condition of older appliances to tailor it to your needs.
    Use this templateSee details
  3. ASHRAE Level 2 energy audit checklist

    ASHRAE Level 2 energy audit checklist
    Use this templateSee details
    When you want to do an in-depth assessment of building energy use, this checklist comes in handy since it aligns with ASHRAE’s standards. It emphasizes detailed data collection, from utility analysis to on-site surveys of energy systems. With sections for identifying operational inefficiencies and calculating energy savings, it gives you a solid framework for creating actionable recommendations. Modify it to capture specific project goals, like retrofitting older buildings or integrating renewable energy solutions.
    Use this templateSee details
  4. Building energy audit checklist

    Building energy audit checklist
    Use this templateSee details
    This checklist makes evaluating a building’s energy performance simpler, and it aids you in assessing areas like heating systems, insulation, and lighting. It’s structured to guide you through each step so you can balance between operational efficiency and energy-saving opportunities. Personalize the checklist by including metrics for occupant comfort or prioritizing spaces with high energy demands, like kitchens or server rooms.
    Use this templateSee details
  5. BPI home energy audit checklist

    BPI home energy audit checklist
    Use this templateSee details
    For energy professionals following BPI (Building Performance Institute) standards, this checklist aids you in remaining compliant while helping you uncover hidden energy drains. Covering everything from air sealing to ventilation systems, it has a practical approach, and you can even download it afterwards as a professional report. It’s perfect for homeowners and professionals alike—fine-tune it by adding project-specific tasks, like preparing for weatherization programs or focusing on specific problem areas in older homes.
    Use this templateSee details
  6. Commercial energy audit checklist

    Commercial energy audit checklist
    Use this templateSee details
    Managing energy in a commercial space requires attention to both large-scale systems and day-to-day operations. This checklist captures key details, from assessing HVAC units to analyzing lighting efficiency, making it a versatile tool for businesses of any size. Since it’s fully editable, you can prioritize critical areas like refrigeration or office equipment based on your industry for a personalized approach to improving energy use.
    Use this templateSee details

How to create your own energy audit checklist in Lumiform

To tackle audits more efficiently, you can quickly set up your own energy audit checklist using Lumiform. With the drag-and-drop form builder, tweak any of the templates above to fit your specific workflow. For example, you can modify sections for inspecting HVAC systems, monitoring energy consumption, or assessing insulation. Add fields like text, multiple-choice, or photo uploads to capture detailed and actionable information during audits.

When it’s time to use the template, access it easily on-site through the mobile app. Your team can record findings, snap pictures of energy-draining equipment, and flag issues directly in the app. Found a problem during the audit? Assign tasks instantly to the right person for quick resolution and follow-through.

Once the audit is complete, Lumiform helps you analyze data and generate professional reports. This lets you present clear insights and recommendations to stakeholders so your company can make energy-saving decisions.


Frequently asked questions

What is the main purpose of an energy audit?

An energy audit identifies areas where energy is being wasted and recommends improvements to reduce consumption. It focuses on optimizing energy efficiency, lowering costs, and ensuring systems and equipment are functioning effectively. This process supports long-term sustainability efforts while improving operational performance.

What happens during an energy audit?

During an energy audit, a thorough inspection of the property is conducted to analyze energy use and identify inefficiencies. This usually involves looking at heating and cooling systems, insulation, lighting, and appliances. The auditor then collects and reviews data on energy consumption, then gives actionable recommendations to reduce waste and improve efficiency.

What’s the difference between an energy audit and an energy assessment?

An energy audit is more comprehensive. It includes detailed analysis, data collection, and specific recommendations for improving efficiency. An energy assessment is usually a lighter evaluation, offering a general overview of energy use without the in-depth calculations or targeted solutions.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

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  • Energy sector
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