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Energy audit checklist template

Energy audit checklist template

Use this checklist for a basic energy audit and identify the energy consumed by a facility and locate energy conservation measures.

Use this template
or download pdf
Energy audit checklist template

Use this checklist for a basic energy audit and identify the energy consumed by a facility and locate energy conservation measures.

Use this template
or download pdf

About the Energy audit checklist template

The energy audit checklist covers a range of topics such as lighting, heating, ventilation, and air conditioning (HVAC) systems, building envelope, and energy management practices. It includes detailed questions and prompts to help you evaluate your energy use and identify potential areas for improvement.

Using this template can help you to reduce your energy costs, improve your operational efficiency, and reduce your carbon footprint. It also boosts compliance with regulatory requirements and industry best practices.

How to use the energy audit checklist

Here’s a step-by-step guide to help you streamline your audit and empower your team:

  1. Prepare your tools and gather basic details. Before starting, collect essential information about the site, including dimensions, energy consumption, and equipment specifications, and edit the template accordingly.
  2. Assign roles and collaborate. Share the template with relevant team members, such as facility managers or energy consultants. Assign the checklist to specific personnel, ensuring every aspect of the site gets the attention it deserves without duplication or gaps.
  3. Walk through each section systematically. The checklist is also available as a digital form on mobile, so you can fill it out directly on-site. Inspect systems in real time, noting inefficiencies and capturing data instantly with features like photo uploads.
  4. Track completed tasks and analyze findings. After completing the checklist, review and categorize the data. The app’s action management feature helps you create follow-up tasks, such as scheduling maintenance or implementing upgrades.
  5. Leverage analytics for improvement. Use the app’s analytics to identify patterns, compare performance across sites, and prioritize energy-saving measures. This enables you to implement data-driven solutions for maximum impact.

Best practices for using the energy audit checklist

By applying these best practices, you can deliver actionable results with the energy audit checklist.

Conduct a thorough site walkthrough to familiarize yourself with the building’s layout, energy systems, and key operational areas. Take note of factors such as equipment placement, lighting setups, and insulation quality.

Take photos to support written findings during the audit. Visual evidence not only makes your documentation more robust but also helps when reviewing data or presenting your findings to stakeholders. For example, a photo of aging insulation or inefficient lighting systems can make your case for upgrades far more compelling.

You can also prioritize areas with the most significant inefficiencies. After gathering data, focus your energy-saving recommendations on the systems or spaces that have the highest energy consumption or the largest scope for improvement.

Download Lumiform’s energy audit checklist today

Start using this template to transform how you conduct audits. With clear sections and intuitive prompts, it helps you uncover inefficiencies, organize findings, and make impactful decisions. From assessing heating systems to analyzing insulation, this template keeps your process smooth and effective.

Related categories

  • Operational excellence templates
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  • Risk assessment templates
Preview of the template
Part A - Company Details
Company Name
Company is LTD or PLC?
Company Registered Number
Registered or Head Office Address
Telephone Number
Website
Contact Name
Contact Position
Contact Email Address
Contact Direct Dial Number
How did the client hear about us?
Industry
Brief Description of Business Activities
Number of Employees
Please note that this survey is to be kept confidential. Both consultant and client contact are to sign this document under the declaration section, acknowledging that all details herein are complete and correct to the best of their knowledge.
Part B - Site Details
Site Information
Buildings On Site
Building/Unit Name
Current EPC/DEC Rating
Building Length (metres)
Building Width (metres)
Building Sq. Metreage
Number of Storeys
Ceiling Height (metres)
How many hours is the building occupied per day?
How many days is the building occupied per year?
What (if any) energy saving measures have already been recommended?
Have any of the measures above been completed?
Please detail the measures that have been completed
Heating
Type of fuel used
What is the price per litre?
No. of kWh used per month
Current fuel supplier
Are they in a contract?
Current contract period ends
Is the system vented or unvented?
Location of current boiler
Current boiler make
Current boiler model
Does the boiler provide heating and hot water or heating only?
Current heating delivery system
Current boiler output (kWh)
Describe the access to the boiler (internal and external)
Is there space available for an alternate heating source, i.e biomass?
Is there an existing flue system?
Please describe proposed route for flue
Please draw proposed route
Is a backup system required (if heat is used for manufacturing)?
Lighting
Lighting Location
Location
Number of fittings
Height of fittings
Fitting type
Wattage per bulb
Is the fitting a switch start fluorescent?
Hours on per day
Area usage in hours per day
Recommended fitting type
Number of sensors recommended
Electrical
Current energy supplier is the same as heating fuel?
Current energy supplier
Are they in a contract?
When is the contract end date?
Annual usage (kWh)
Current price per unit
Location of main distribution board
Location of main service head (origin)
Is there half hourly data available on the energy bills?
Is the supply 3 phase or single phase?
Total amps
Total voltage
Maximum demand
MPAN Number
Distribution board make
Distribution model
Spare fuse way in board?
Voltage optimisation installed?
Is there a backup generator?
Glazing & Access
Are draft excluders fitted to all external doors?
Add entrance/exit with NO draft exclusion fitted
Area description
Type of glazing
Is there secondary glazing installed
Recommended replacement windows
Area
Height (mm)
Width (mm)
Frame replacement?
Quick design sketch (show openings)
Percentage of double glazing in property
Recommended replacement windows
Area
Height (mm)
Width (mm)
Frame replacement?
Quick design sketch of window design showing openings
Is energy saving glass installed (after 2002)?
Insulation
Type of wall construction
Is any wall insulation currently installed?
Is there scope to install wall insulation?
Insulation material used
Insulation thickness
Type of roof construction
Is there any roof insulation currently installed?
Is there scope to install roof insulation?
Insulation material used
Insulation thickness
External
Is there a suitable elevation for solar panels?
Length of elevation (metres)
Width of elevation (metres)
Height to guttering
Angle of roof
Angle from south
Percentage shading
Rough sketch of layout
Is there space available for a ground mount solar PV system?
Width of area
Length of area
Sq. meterage of area
Distance to transformer
Rough sketch of layout
Part C - Any Other Information
Is there any other relevant information for this site?
Other information
Place any pictures here
Draw any sketches here
Declaration
I acknowledge that this form has been completed to the best of my knowledge and that all information contained within it is correct. I understand that all the information provided within this document is confidential and I will treat it as such
Signed
I understand that all of the information contained within this report will be kept confidential and only those employed and contracted by CRT will have access to the data provided herein. I understand that signing this document DOES NOT in anyway form a contract or part thereof.
Signed
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Frequently asked questions

What is the purpose of an energy audit?

An energy audit identifies inefficiencies in how a building uses energy, providing actionable insights to reduce consumption and costs. It helps businesses understand their energy footprint, improve operational efficiency, and comply with sustainability standards. Audits also reveal opportunities for upgrades, such as switching to more efficient systems.

How do I prepare for an energy audit at a new site?

Start by gathering all relevant documents, such as utility bills, equipment manuals, and maintenance records. Conduct a preliminary walkthrough to familiarize yourself with the site’s layout and equipment. Highlight areas of concern, such as aging machinery, to focus your audit on the most critical areas.

What common mistakes should be avoided during an energy audit?

Avoid overlooking small energy-consuming systems, as their combined impact can be significant. Failing to document findings thoroughly or skipping follow-up actions can render the audit less effective. It’s also a mistake to rely only on historical data—on-site inspections are crucial for identifying hidden inefficiencies.


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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