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Energy efficiency audit checklist

Energy efficiency audit checklist

Conducting an energy audit is easier with an energy efficiency audit checklist. This template guides you through evaluating energy consumption, identifying inefficiencies, and recommending improvements. Use it to optimize energy usage and create a more sustainable operation.

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Energy efficiency audit checklist

Conducting an energy audit is easier with an energy efficiency audit checklist. This template guides you through evaluating energy consumption, identifying inefficiencies, and recommending improvements. Use it to optimize energy usage and create a more sustainable operation.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Take control of rising energy costs with this detailed energy efficiency audit checklist. Moving beyond basic assessments, this template helps you document energy consumption patterns, identify inefficient equipment, and evaluate operational practices that contribute to energy waste. The checklist includes sections for analyzing lighting systems, HVAC operation, equipment usage schedules, building envelope integrity, and employee behavior patterns.

Studies show businesses can save up to 30% on energy expenses by conducting thorough commercial energy audits. Whether you’re preparing for compliance requirements or seeking to reduce operational costs, this template provides the structure needed to capture critical data and prioritize the most impactful energy-saving opportunities.

Related categories

  • Environment and sustainability templates
  • Energy industry templates
  • Templates for business processes
Preview of the template
Entity
Building Information
Building name
Building address
Building type
Building age
Number of floors
Energy Usage
Total annual energy consumption (kWh)
Total annual energy cost ($)
Electricity usage (kWh)
Natural gas usage (therms)
Other fuel usage (gallons)
Lighting
Lighting types used
Lighting controls installed
Lighting fixtures upgraded in the last 5 years
HVAC System
HVAC system type
HVAC system age
HVAC system efficiency
HVAC controls installed
HVAC system upgraded in the last 5 years
Building Envelope
Wall insulation R-value
Roof insulation R-value
Window U-value
Air leakage issues identified
Building envelope upgrades in the last 5 years
Recommendations
Recommended lighting upgrades
Recommended HVAC upgrades
Recommended building envelope upgrades
Estimated energy savings from recommendations
Estimated cost of recommendations

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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 businessesSustainability audit: Your guide to better efficiency and complianceISO 50001: A comprehensive guide to energy managementEnergy performance certificate (EPC): A comprehensive guide
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Template collections

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

3 free energy efficiency checklist templates for your team6 free energy audit checklists4 free compressed air audit checklist templates for energy efficiency3 free ISO 50001 checklist templates for energy audits
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Energy efficiency softwareEnergy audit appSafety induction softwareSolar panel inspection software
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Other resources

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Best practices for energy managementHow to measure operational excellenceUnderstanding Energy Transition in the SectorEurope's Energy Crisis: Understanding the Causes and Effects

Frequently asked questions

What should I look for when conducting an energy efficiency audit?

Focus on high-consumption areas first: lighting systems, HVAC equipment, insulation quality, and equipment operation schedules. Document current energy usage patterns, identify equipment running unnecessarily, check for air leaks around windows and doors, and evaluate temperature settings. This checklist guides you through each critical inspection point systematically.

Who should be involved in completing this energy audit checklist?

Include facility managers who understand building systems, maintenance staff familiar with equipment operation, department supervisors who know operational patterns, and sustainability officers who can align findings with broader goals. This collaborative approach ensures you capture both technical inefficiencies and operational behaviors that affect energy consumption across your organization.

What documentation should I gather before starting the energy audit?

Collect utility bills from the past 12-24 months, equipment specifications and maintenance records, building plans showing insulation details, previous audit reports, and occupancy schedules. This historical data helps establish your energy baseline and identify patterns or anomalies in consumption that may indicate inefficiencies the audit should specifically target.


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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