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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.

Use this template
or download pdf
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
or download pdf

About the Energy efficiency audit checklist

The energy efficiency audit checklist is designed to help you systematically evaluate energy consumption across your operations. It includes sections for assessing equipment performance, tracking energy usage, and identifying inefficiencies. This structured approach ensures no area of your facility is overlooked.

You can use the checklist to document energy-saving opportunities, such as upgrading to efficient lighting or optimizing HVAC systems. It also includes fields for setting priorities and assigning tasks, making it easy to turn insights into actionable steps. 

By following this framework, you can reduce energy costs, improve sustainability, and ensure compliance with energy regulations.  

How to use an energy efficiency audit checklist

Using an energy efficiency audit checklist is simple and ensures your audits are thorough and actionable. Follow these steps to get started: 

  1. Assess your facility: Begin by dividing your facility into sections, such as lighting, HVAC, and machinery. Use the checklist to evaluate each area’s energy usage and identify inefficiencies. This ensures no part of your operation is overlooked.
  2. Record energy data: Log energy consumption metrics for each area, such as kilowatt-hours or operational hours. Accurate data helps you spot patterns and prioritize improvements. 
  3. Identify improvement opportunities: Use the checklist to note areas where upgrades or changes are needed, like switching to energy-efficient lighting or recalibrating equipment. Add specific actions to address these issues. 
  4. Assign tasks and deadlines: Assign responsibilities for implementing changes to team members. Clear role assignments ensure accountability and keep the process moving forward. 
  5. Track and review progress: Regularly update the checklist to monitor completed tasks and measure the effectiveness of improvements. This helps you refine your energy-saving strategies over time.

By following these steps, you can streamline your energy audits, reduce waste, and create a more sustainable operation. The checklist’s clear structure makes it easy for your team to collaborate and achieve measurable results. 

Who should use an energy efficiency audit checklist

An energy efficiency audit checklist is ideal for facility managers, energy auditors, and sustainability officers who oversee energy consumption in their operations. It’s particularly useful for businesses in energy-intensive industries like manufacturing, hospitality, and real estate, where reducing energy costs and meeting sustainability goals are top priorities. 

You should use this template if you’re responsible for identifying inefficiencies, planning upgrades, or ensuring compliance with energy regulations. It’s also a valuable tool for teams looking to track progress on energy-saving initiatives and maintain consistent documentation. 

Simplify energy management effortlessly

Reduce energy costs and improve sustainability with Lumiform’s energy efficiency audit checklist. Customize it to fit your needs, assign tasks to your team, and track progress with ease. Identify inefficiencies, implement solutions, and ensure compliance with energy standards. Download the checklist now and take the first step toward a more efficient operation. 

Related categories

  • Environment and sustainability templates
  • Energy industry templates
  • Templates for business processes
Preview of the template
entity_item!!!
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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Topic guides

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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 is an energy efficiency audit checklist used for?

An energy efficiency audit checklist helps you evaluate energy consumption across your facility. It identifies inefficiencies, tracks energy usage, and highlights opportunities for cost savings and sustainability improvements. This tool ensures your operations are optimized and compliant with energy regulations.

How can an energy efficiency audit checklist reduce energy costs?

By systematically assessing equipment, processes, and energy usage, the checklist helps you pinpoint inefficiencies, such as outdated machinery or excessive consumption. Addressing these issues allows you to implement energy-saving measures and reduce utility expenses.

When is the best time to conduct an energy efficiency audit?

The best time to conduct an audit is during routine maintenance, before implementing new equipment, or when energy costs rise unexpectedly. Regular audits ensure you stay proactive in identifying inefficiencies and maintaining sustainable operations.

What challenges can an energy efficiency audit checklist help solve?

This checklist addresses challenges like high energy bills, outdated equipment, and inconsistent documentation. It provides a structured approach to identify inefficiencies, prioritize improvements, and ensure compliance with energy standards, helping you streamline operations and reduce waste.


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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