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BPI home energy audit checklist template

BPI home energy audit checklist template

Conduct thorough home energy audits with a template designed for BPI standards. Capture key details like insulation, HVAC systems, and more to identify energy-saving opportunities.

Use this template
or download pdf
BPI home energy audit checklist template

Conduct thorough home energy audits with a template designed for BPI standards. Capture key details like insulation, HVAC systems, and more to identify energy-saving opportunities.

Use this template
or download pdf

About the BPI home energy audit checklist template

Efficient energy management starts with a thorough inspection. A BPI home energy audit template helps you conduct comprehensive evaluations. Based on BPI (Building Performance Institute) standards, it ensures you capture critical details for actionable insights, from assessing insulation to checking HVAC systems. Use it to simplify your workflow, improve consistency in your team, and make reporting clear and precise.

Boost efficiency and compliance with a BPI home energy audit checklist

The checklist is organized into clear sections, making it easy to collect and track all necessary details. It includes fields for general home information, insulation types, heating and cooling systems, and even plumbing and lighting. Each section is tailored to help you capture the data that matters most in your audits.

A template such as this ensures you work efficiently by eliminating guesswork and standardizing documentation across your team. With structured prompts and predefined categories, you can focus on identifying opportunities for energy savings rather than formatting reports. It’s a reliable tool for any professional committed to delivering high-quality energy audits and achieving measurable results.

How to use the BPI home energy audit checklist

Follow these steps to make the template part of your workflow effectively:

  1. Set up the template in the app: Customize fields to match the property type and audit requirements. You can include options like insulation depth, HVAC age, and window condition to capture detailed insights.
  2. Assign roles and tasks: Use the app’s role assignment feature to delegate the checklist to team members, with tasks like assessing the attic and evaluating the HVAC system.
  3. Conduct the audit onsite: With the digital form on a mobile device, input data directly during the inspection. You can add photos, notes, and even signatures to enhance accuracy.
  4. Review and analyze findings: The app’s analytics tools allow you to identify patterns, such as common sources of energy loss, and create practical recommendations for clients.
  5. Share reports with stakeholders: Export your completed checklist as a professional report to communicate results clearly. This not only saves time but ensures all key details are addressed.

Download Lumiform’s BPI home energy audit checklist today

Stay on top of energy evaluations with this customizable energy audit checklist. It’s designed to guide you step by step so you can document vital data like insulation types, heating system efficiency, and more. Save time, improve accuracy, and create actionable reports with ease—whether you’re in the field or finalizing details back at the office.

Related categories

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Preview of the template
Page 1
General Home Information
geolocation!!!
Year Built
Total Square Footage
Number of Floors
Number of Bedrooms
Number of Bathrooms
Insulation and Air Sealing
Attic Insulation Depth (inches)
Attic Insulation Type
Wall Insulation Type
Foundation Insulation Type
Are there any signs of air leaks or drafts?
Heating and Cooling Systems
Primary Heating Fuel Type
Primary Heating System Type
Age of Primary Heating System (years)
Primary Cooling System Type
Age of Primary Cooling System (years)
Programmable Thermostat Installed
Plumbing and Appliances
Primary Water Heater Fuel Type
Age of Water Heater (years)
Are there any leaks or issues with plumbing?
Are all appliances ENERGY STAR certified?
Lighting and Windows
Percentage of LED Lighting
Window Type
Window Age (years)
Are there any issues with windows (e.g. drafts, cracks, broken seals)?

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Frequently asked questions

What are BPI standards?

BPI standards are guidelines set by the Building Performance Institute to evaluate and improve the energy efficiency of homes. They cover areas like insulation, ventilation, and HVAC systems to ensure audits and upgrades are both effective and safe. These standards are widely recognized and provide a benchmark for high-quality energy assessments.

What does a BPI-certified home energy audit include beyond basic inspections?

A BPI-certified audit dives deeper than a standard energy check. It includes diagnostic testing with tools like blower doors to measure air leakage and infrared cameras to detect insulation gaps. Professionals also evaluate combustion safety and ventilation to identify health and safety risks, alongside assessing energy performance.

How can I improve energy efficiency in older homes with limited retrofit options?

Focus on targeted upgrades like sealing air leaks, adding attic insulation, or replacing outdated appliances with energy-efficient models. Simple fixes, like caulking windows and installing weatherstripping, can also make a big difference. Use energy-efficient lighting and consider programmable thermostats to reduce consumption without major renovations.


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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