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Building energy audit checklist template

Building energy audit checklist template

Evaluate energy performance with confidence using this checklist. It’s designed to guide your assessments and highlight key areas for improvement.

Use this template
or download pdf
Building energy audit checklist template

Evaluate energy performance with confidence using this checklist. It’s designed to guide your assessments and highlight key areas for improvement.

Use this template
or download pdf

About the Building energy audit checklist template

Capturing accurate, comprehensive data during energy audits is vital for identifying inefficiencies and saving costs. Our building energy audit checklist is designed to help you and your team conduct thorough evaluations and meticulously document key details—insulation, HVAC systems, lighting, and more. It simplifies your process while supporting actionable insights for optimizing energy use.

Key elements of the building energy audit checklist

The checklist features the following sections:

  1. Building information and usage: This section gathers details about the building’s age, size, type, and occupancy. Knowing the number of occupants and square footage gives you context for energy consumption patterns and highlights opportunities for optimization.
  2. Building envelope assessment: Examine walls, roofs, and windows to evaluate insulation, glazing, and construction materials. This component helps you pinpoint areas where heat loss or gain occurs, which is critical for energy-saving strategies.
  3. HVAC system analysis: Record the types and efficiency of heating and cooling systems. By evaluating fuel sources and performance metrics like SEER or AFUE, you can identify where to upgrade for improved energy efficiency.
  4. Lighting and appliances: Capture details about interior and exterior lighting, including types and controls. Switching to energy-efficient lighting or implementing automation systems can drastically reduce energy usage.
  5. Utility consumption data: Track electricity and gas usage to understand energy demand. This section provides a baseline for comparing improvements after upgrades or behavioral changes.

Customizing your building energy audit checklist

You can also customize the checklist based on your building type and energy goals.

Feel free to add fields for unique building features or materials. If you’re assessing a historical building, for example, include fields to note specialized materials like masonry or timber.

Another option is to adjust insulation sections based on regional climate needs. In colder climates, emphasize roof and wall insulation values, noting materials like spray foam or rigid foam. For warmer regions, prioritize reflective roofing or ventilation.

Consider setting your own drop-down options to make data entry faster. For example, you can define the heating fuel types, such as biodiesel or district energy systems, so inspectors can simply select them from a list.

Download Lumiform’s building energy audit checklist today

Conduct energy audits efficiently with this easy-to-use checklist. From insulation checks to HVAC analysis, every section guides you through clear, organized assessments. Capture the data you need to identify energy-saving opportunities and make informed recommendations using one streamlined resource.

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)
Occupancy (# of People)
Building Envelope
Wall Insulation Type
Wall Insulation R-Value
Roof Insulation Type
Roof Insulation R-Value
Windows - Single, Double or Triple Pane
Window Glass Type
Window Frame Type
HVAC Systems
Primary Heating System Type
Heating Fuel Type
Heating System Efficiency (AFUE or COP)
Primary Cooling System Type
Cooling System Efficiency (SEER or EER)
Thermostat Type
Lighting Systems
Interior Lighting Type
Exterior Lighting Type
Lighting Controls
Plumbing & Water Heating
Primary Water Heater Fuel Type
Water Heater Efficiency (EF or UEF)
Low-flow Plumbing Fixtures Installed
Leaks or Drips Observed
Energy Consumption
Electric Utility Provider
Electric Rate Structure
Electric Consumption (kWh/yr)
Electric Demand (kW)
Natural Gas Utility Provider
Natural Gas Consumption (therms/yr)
Miscellaneous
Energy Efficiency Improvements Recommended
Building Automation/Controls Present
Other Notable Observations

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Building maintenance: A comprehensive guide (with case studies & free examples)Energy management: An essential guide for businessesEnvironmental risk assessment: A step-by-step guide
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Template collections

See comprehensive collections of best practice templates related to this topic.

Free 39 preventive maintenance checklist templates for every industryTop 6 free HVAC inspection checklists14 free building maintenance checklist templates
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Energy Audit SoftwareBuilding Management SoftwareEHS compliance software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

6 benefits of maintenanceUnderstanding Energy Transition in the SectorHow heat waves can endanger your business6 ways to make sure you’re practicing green construction

Frequently asked questions

What’s the difference between a Level 1 and Level 2 building energy audit?

A Level 1 energy audit provides a high-level overview of a building’s energy performance. It identifies obvious inefficiencies through utility data analysis and a basic site walkthrough. A Level 2 audit goes deeper, involving detailed energy usage assessments, cost analyses, and specific recommendations for upgrades.

How can I identify hidden energy inefficiencies during an audit?

Hidden inefficiencies often lie in areas like air leaks, outdated equipment, or misaligned HVAC controls. Use tools like infrared cameras to detect insulation gaps or duct leakage testers for ventilation issues. Monitor energy usage patterns over time to spot inefficiencies, such as equipment running unnecessarily during off-hours.

What are common mistakes to avoid when performing a building energy audit?

Overlooking small details, like unsealed gaps around windows or outdated thermostat settings, can lead to missed opportunities for improvement. Failing to review past utility data is another common error, as it provides essential context for energy usage patterns.


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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