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ASHRAE Level 2 energy audit checklist template

ASHRAE Level 2 energy audit checklist template

You can use this checklist to assess energy performance, identify inefficiencies, and outline actionable improvements. It’s designed to guide you through key steps of the audit.

Use this template
or download pdf
ASHRAE Level 2 energy audit checklist template

You can use this checklist to assess energy performance, identify inefficiencies, and outline actionable improvements. It’s designed to guide you through key steps of the audit.

Use this template
or download pdf

About the ASHRAE Level 2 energy audit checklist template

Conducting an ASHRAE Level 2 energy audit involves assessing in-depth how your building consumes energy and identifying actionable improvements. This template allows you to organize and analyze energy data efficiently so you can focus on opportunities that deliver real value. From envelope assessments to HVAC reviews, it’s built to simplify audits while covering key details.

How to use the ASHRAE Level 2 energy audit checklist

This step-by-step guide walks you through using the checklist:

  1. Prepare for the audit with accurate data. Start by gathering essential building information such as size, occupancy, and utility bills. By having this ready, you can fill out sections on energy consumption and identify patterns more easily.
  2. Assess the building envelope. Conduct a walkthrough and document wall and roof types, insulation levels, and windows. Pay attention to air leaks or drafts, as they directly impact energy efficiency. Use the template’s editable sections to include photos and notes.
  3. Evaluate HVAC systems. Record heating and cooling systems, noting efficiency levels and maintenance needs. If you observe any issues, assign action tasks directly within the app to ensure they’re addressed quickly.
  4. Analyze lighting and plug loads. Check both interior and exterior lighting types and efficiencies, and estimate plug load usage. Use the checklist to track areas with potential energy wastage, like outdated lighting or idle equipment.
  5. Generate actionable insights. Once you’ve completed the checklist, use the app to analyze trends, identify key improvement areas, and collaborate with your team. Assign follow-up tasks and track their progress to close the loop.

Customizing your ASHRAE Level 2 energy audit checklist

You can streamline your energy audits by tailoring the checklist further to your needs.

First, add custom fields for unique building features. Every building is different, and your checklist should reflect that. For example, if your facility includes a solar panel array, you can add fields to document panel condition, output levels, and shading issues.

Scale sections up or down depending on building size for efficiency. For smaller sites, you might consolidate HVAC and envelope assessments into fewer steps. On larger properties, expand sections like plug load assessments to include distinct zones or equipment clusters.

Another option is to leverage multiple response types. Different issues require different formats to capture details effectively. You can use dropdowns for insulation levels, multiple-choice for HVAC system types, and photo uploads for documenting visible air leaks.

Identify inefficiencies faster with an ASHRAE Level 2 energy audit checklist

Transform the way you approach energy audits with a practical, actionable tool designed to guide every step. This customizable checklist offers clear sections for building data, system evaluations, and energy-saving insights, all in one streamlined format. From HVAC assessments to lighting reviews, it keeps your process thorough and organized.

Related categories

  • Operational excellence templates
  • Energy industry templates
  • Risk assessment templates
Preview of the template
Page 1
Building Information
Building Name
geolocation!!!
Building Type
Year Built
Number of Floors
Total Building Area (sq ft)
Predominant Occupancy Hours
Primary Heating Fuel
Primary Cooling System
Envelope Assessment
Wall Construction Type
Wall Insulation Level
Roof Construction Type
Roof Insulation Level
Window Frame Type
Window Glass Type
Window to Wall Ratio
Are there any air leaks or drafts observed?
Are there any air leaks or drafts observed?
HVAC Assessment
Heating System Type
Heating System Efficiency
Cooling System Type
Cooling System Efficiency
Is the HVAC system properly sized for the building?
Are there any HVAC controls issues observed?
Are there any HVAC maintenance issues observed?
Lighting Assessment
Interior Lighting Type
Interior Lighting Efficiency
Exterior Lighting Type
Exterior Lighting Efficiency
Are there any lighting controls issues observed?
Are there any lighting maintenance issues observed?
Plug Load Assessment
Major Plug Load Equipment
Estimated Plug Load Energy Use
Are there any plug load controls issues observed?
Are there any plug load maintenance issues observed?
Water/Plumbing Assessment
Domestic Hot Water System Type
Domestic Hot Water System Efficiency
Are there any water leaks observed?
Are there any plumbing fixture efficiency issues observed?
Renewable Energy Assessment
Is there any renewable energy system installed?
Renewable Energy System Type
Renewable Energy System Capacity
Is the renewable energy system functioning properly?
Energy Data Analysis
Last 12 Months Energy Use Data Available?
Annual Electric Energy Consumption (kWh)
Annual Natural Gas/Fuel Oil Consumption (therms/gallons)
Annual Energy Cost
Energy Use Intensity (kBtu/sq ft)
Are there any energy data anomalies observed?
Occupant Interview
Are there any major occupant comfort complaints?
Are there any major operational issues reported?
Are there any energy conservation measures already implemented?
Are there any planned facility upgrades or renovations?
Recommended Energy Conservation Measures
Recommended Envelope Improvements
Recommended HVAC System Upgrades
Recommended Lighting Retrofits
Recommended Plug Load Upgrades
Recommended Plumbing/Water System Improvements
Recommended Renewable Energy Installations
Estimated Energy Savings Potential
Estimated Implementation Cost
Estimated Simple Payback Period

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Frequently asked questions

Who is the ASHRAE Level 2 energy audit for?

This audit is ideal for energy professionals, facility managers, and consultants responsible for improving building energy efficiency. It’s particularly suited for larger facilities or those with moderate to complex energy systems, such as manufacturing plants, commercial buildings, or campuses.

What is the difference between an ASHRAE Level 1 and Level 2 energy audit?

A Level 1 audit provides a high-level overview of energy use and highlights obvious savings opportunities. On the other hand, a Level 2 audit digs deeper, including system-level analysis, energy-saving calculations, and actionable recommendations.

How can I spot opportunities for improvement during an energy audit?

Start with areas that have immediate impact, like upgrading outdated lighting systems to LED, sealing air leaks, or adjusting HVAC schedules to match occupancy patterns. You can also review operational practices—like unplugging unused equipment or optimizing thermostat settings.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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