ASHRAE Level 2 energy audit checklist template

Before starting your audit, collect at least 12-36 months of utility bills, building plans, equipment schedules, and operational schedules. Interview facility staff about known issues and recent changes to building systems. Having this information ready will make your on-site assessment more efficient and help you identify consumption patterns that might not be apparent during a brief site visit.

For a mid-sized commercial building (50,000-100,000 sq ft), expect to spend 1-2 days on-site gathering data, plus 3-5 days analyzing findings and preparing recommendations. The template streamlines documentation but doesn’t shortcut the necessary fieldwork and analysis. Larger or more complex facilities with multiple systems may require additional time, while smaller buildings might be completed more quickly.

At minimum, you’ll need a digital camera, infrared thermometer, light meter, power quality analyzer, and combustion analyzer. For more accurate assessments, consider using a thermal imaging camera, ultrasonic leak detector, and data loggers for short-term monitoring. The template includes fields for these measurements, but you’ll need appropriate tools to gather reliable data for meaningful energy conservation recommendations.