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Commercial energy audit checklist template

Commercial energy audit checklist template

Conduct thorough energy audits with this customizable checklist. It’s designed to guide you through inspections, highlight inefficiencies, and uncover actionable solutions.

Use this template
or download pdf
Commercial energy audit checklist template

Conduct thorough energy audits with this customizable checklist. It’s designed to guide you through inspections, highlight inefficiencies, and uncover actionable solutions.

Use this template
or download pdf

About the Commercial energy audit checklist template

Energy costs can take a serious toll on a business’s bottom line. By pinpointing inefficiencies in energy use, you can significantly cut costs and boost sustainability. This commercial energy audit checklist helps you streamline inspections, organize findings, and identify practical ways to optimize energy performance across your facilities.

A step-by-step guide to using a commercial energy audit checklist

This step-by-step guide will help you make the most of your audit with the checklist:

  1. Customize the checklist to fit your property’s specifics. Edit the template in the app to include details related to your building type, square footage, and key focus areas. A warehouse might prioritize lighting efficiency, while an office could zero in on HVAC performance.
  2. Assign roles and responsibilities. Use the app to delegate the checklist to your team members—such as maintenance staff, energy managers, or external contractors.
  3. Conduct the audit systematically. With the checklist on a mobile device, go step-by-step through the property. Take notes, upload photos, and add signatures where needed. For example, document insulation conditions with photos for clearer assessments later.
  4. Analyze collected data for patterns and opportunities. Once you’ve completed the audit, use built-in analytics to identify trends like energy loss through windows or underperforming HVAC units. Focus on high-impact areas for immediate cost savings.
  5. Create and assign follow-up actions. Use the app’s action management feature to outline the next steps. For example, set tasks for sealing air leaks or upgrading to energy-efficient lighting, and track progress directly within the app.

Why you should use a commercial energy audit checklist

A commercial energy audit checklist breaks down a complex process into definite steps, making it easier to identify energy inefficiencies and opportunities for improvement. Instead of juggling notes and spreadsheets, you’ll have a clear structure to guide your team step-by-step through inspections and data collection.

You’ll be able to go through every task without overlooking anything, whether it’s assessing HVAC systems or reviewing insulation conditions. The checklist also fosters consistency across audits, so everyone reports findings in the same way, making analysis and follow-ups smoother.

Plus, having everything documented digitally saves time and improves accuracy. In the end, you’ll not only cut energy costs but also boost your business’s sustainability initiatives.

Download Lumiform’s commercial energy audit checklist today

Tackle your audits with confidence using this customizable checklist. Designed to guide you through every inspection point, this template helps you identify inefficiencies, assign follow-up tasks, and boost energy performance. Equip your team now with a tool that turns audits into actionable results.

Related categories

  • Operational excellence templates
  • Energy industry templates
  • Risk assessment templates
Preview of the template
Page 1
General Information
Property Name
geolocation!!!
Property Type
Square Footage
Number of Floors
Year Built
Primary Heating Fuel
Building Envelope
Walls - Insulation Type
Walls - Insulation Condition
Roof - Insulation Type
Roof - Insulation Condition
Windows - Type
Windows - Condition
Doors - Condition
Air Sealing - Condition
HVAC Systems
Primary Heating System Type
Primary Heating System Efficiency
Primary Cooling System Type
Primary Cooling System Efficiency
Thermostat Type
Thermostat Setpoints Reviewed
HVAC Maintenance Schedule
Lighting
Interior Lighting Types
Exterior Lighting Types
Lighting Controls
Lighting Upgrade Opportunities
Plug Loads
Major Plug Load Equipment
Equipment Energy Efficiency Ratings Documented
Opportunities for Plug Load Reductions
Water Heating
Primary Water Heater Fuel Type
Primary Water Heater Efficiency
Water Conservation Opportunities
Renewable Energy
On-Site Renewable Energy Systems
Renewable Energy Upgrade Opportunities
Energy Use & Benchmarking
Annual Utility Bills Reviewed
Energy Use Intensity (EUI)
ENERGY STAR Score
Recommendations & Next Steps
Top 3-5 Energy Efficiency Recommendations
Estimated Energy & Cost Savings
Next Steps & Action Plan

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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.

Energy management: An essential guide for businessesEnergy performance certificate (EPC): A comprehensive guideEnvironmental risk assessment: A step-by-step guide
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Frequently asked questions

What are common signs that a commercial building is wasting energy?

Common signs include fluctuating indoor temperatures, unusually high utility bills, and frequent HVAC maintenance issues. Look out too for drafty windows, inconsistent lighting levels, and equipment that runs continuously without automation.

What types of equipment are usually inspected during an energy audit?

Auditors typically examine HVAC systems, lighting fixtures, water heaters, and insulation materials. They may also review office equipment, refrigeration units, and plug loads. For instance, checking thermostats for programming accuracy or identifying overpowered devices can reveal energy-saving opportunities.

What’s the difference between a basic and comprehensive energy audit?

A basic energy audit offers a general overview of a building’s energy use, focusing on obvious inefficiencies and quick fixes like sealing air leaks or upgrading lightbulbs. In contrast, a comprehensive audit delves deeper, using advanced tools to analyze systems, track energy patterns, and provide detailed recommendations.


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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