Template

Amber Energy Site Survey Checklist

by David Winterton, from the Community

10+

This Amber Energy Site Survey template helps teams assess site-wide energy performance and opportunities. Record client and site details, electricity, gas, and water usage, and review available data (including half-hourly). Document compliance items such as ESOS, TM44, EPC, and DEC. Evaluate on-site generation and technologies including DSR participation, solar PV, battery storage, voltage optimization, power factor correction, and LED lighting. Capture equipment data for refrigeration and boilers, add photos of assets and meters, summarize findings, ROI, and next steps.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Basic Energy Survey Questionnaire
This basic energy survey questionnaire guides assessors through a comprehensive review of a building’s energy profile. Capture details on building fabric condition, window and door performance, and lighting types with controls such as presence detection and daylight dimming. Document heating and hot water systems, including photos of plant and manufacturer details, and list other significant plant and any BMS in place. Record utility meters and sub-metering, water services and flow rates, and identify opportunities for renewable or low-carbon technologies like solar PV, biomass, or wind. Check compliance requirements including EPC, TM44, and DEC. Add photos, note improvement opportunities, and consolidate findings to support energy savings and compliance.
by Dave Winterton, from the Community
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Template
Energy Audit Template
Use this Energy Audit Template to evaluate building energy performance across lighting, HVAC, insulation, and controls. Capture utility account access, review bills, and document solar panels, BMS settings, boilers, heat pumps, and RTUs. Inspect rooms and zones for set points, ventilation, and gaps, and record equipment details for kitchens, restrooms, and mechanical spaces. Standardize assessments, identify savings opportunities, and streamline facility energy management.
by Fa Nc 1, from the Community
Downloads: 20+
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Template
ESOS Reporting Template
To prepare for the standardisation of ESOS reporting, use this digital template that includes all of the standardised details recommended by the UK Department for Business, Energy & Industrial Strategy (BEIS). Report on the following for ESOS compliance: a) Organisational details, reason for qualification in ESOS, and route/s used for compliance; b) Total Energy Consumption, Significant Energy Consumption, and de minimis exclusions; c) Use of 12 months energy data, estimates, and energy profiling; d) Brief summary of energy assessment findings; and e) Details of the ESOS lead assessor and other personnel involved in the assessment.
by SafetyCulture
Downloads: 50+
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Template
Energy Site Survey Full Checklist
Use this full Energy Site Survey checklist to capture a complete picture of building energy performance. Document site details and building fabric, assess solar PV potential, and record improvements for walls, roofs, and windows. Evaluate heating and DHW systems, fuels, capacities, efficiencies, and end of life status. Audit cooling and ventilation equipment, airflow, heat recovery, and controls. Review pumps, insulation, lighting types and coverage, and BMS opportunities. Identify decarbonization options, including ASHP, GSHP, WSHP, and district heat, along with electrical upgrade needs.
by David Winterton, from the Community
Downloads: 0
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Amber Energy Site Survey Checklist

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Basic Energy Survey Questionnaire

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