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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.

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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 with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our commercial energy audit checklist template guides you through a systematic evaluation of energy usage in commercial buildings. Unlike general energy assessment tools, this template focuses specifically on identifying cost-saving opportunities in commercial environments with complex energy systems. You’ll document baseline consumption, inspect HVAC systems, lighting infrastructure, and building envelope components with precision.

According to the American Council for an Energy-Efficient Economy, commercial buildings can reduce energy use by an average of 18% through efficiency improvements identified in proper audits. When facing rising operational costs, this template helps you pinpoint exactly where energy waste occurs, prioritize improvement projects, and track implementation progress—transforming energy audits from overwhelming tasks into actionable business improvements.

Related categories

  • Operational excellence templates
  • Energy industry templates
  • Risk assessment templates
Preview of the template
Page 1
General Information
Property Name
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 guideISO 50001: A comprehensive guide to energy management
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Template collections

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Frequently asked questions

How long does a typical commercial energy audit take to complete?

A thorough commercial energy audit typically takes between 1-3 days for the on-site assessment portion, depending on building size and complexity. Smaller facilities under 10,000 square feet might require only a half-day, while larger complexes with multiple systems could take several days. Additional time is needed for data analysis and report preparation after the physical inspection.

What are the most common energy inefficiencies found during commercial audits?

The most common inefficiencies include outdated lighting systems, improperly sized or maintained HVAC equipment, poor insulation in building envelopes, and equipment left running during unoccupied hours. When you set temperatures inconsistently or use inefficient operational practices, you often make technical issues worse and create significant energy waste. You can address this waste by making targeted improvements.

How do I prioritize the energy-saving recommendations from my audit?

Prioritize recommendations based on implementation cost versus energy savings potential, focusing first on low-cost measures with quick payback periods. Consider operational impact, available budget, and alignment with long-term facility plans. Some improvements may qualify for utility incentives or tax benefits, which can significantly improve their financial attractiveness and should factor into your prioritization strategy.


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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