Template

Business Energy Assessment Checklist

by Darrell Eason, from the Community

10+

This business energy assessment checklist helps organizations capture utility consumption, facility details, and equipment data to identify energy-saving opportunities. Sections cover lighting, air compressors, pumps, fans, motors, cooling and refrigeration, boilers, and water heating. It supports screening for utility program eligibility and rebates, and includes client action items and barriers to implementation. Use it to document baseline performance, prioritize retrofits, and plan efficiency upgrades across commercial and industrial sites.

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With SafetyCulture you can

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
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
Energy Saving Checklist
This Energy Saving Checklist helps teams run an office and works energy tour to spot quick wins and ongoing improvements. It covers switching off lights in unoccupied areas, labeling switches and zones, activating energy saving features on computers and equipment, and shutting down non essential devices. Heating and air conditioning sections review set points, radiator efficiency, draughts, and avoiding simultaneous heating and cooling. Water use checks look for leaks, dripping taps, overfilled kettles, urinal controls, and overflow issues. Additional items include window and door condition, fridge seals, awareness posters, and the option to conduct a formal energy audit. Use this checklist to reduce energy waste, cut costs, and support sustainability across offices and industrial works.
by Dave Egan, from the Community
Downloads: 10+
Get
Template
Office Energy Audit Checklist
This office energy audit checklist helps assess workspace energy efficiency across lighting, HVAC and common electrical appliances. Inspect internal and external lighting, review air conditioning and heating systems, and evaluate devices such as computers, monitors, printers, refrigerators and microwaves. Check insulation and sealing of windows, doors and walls, and review energy consumption habits like turning off equipment, using natural light, and thermostat settings. Record findings, capture recommendations, and produce a summary report to reduce energy use and costs.
by devdarshan s, from the Community
Downloads: 0
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Template
Optima Energy Site Audit Checklist
This Optima Energy Site Audit template helps assess building energy use with a focus on lighting. Record locations, existing fixture and base types, wattage, lamps per fixture, counts, and hours of operation. Add notes and photos to document current conditions and identify opportunities for savings and upgrades. Ideal for property managers, facility teams, and energy professionals conducting site audits and planning efficiency retrofits.
by Peter Ha, from the Community
Downloads: 20+
Get

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

20+

Get

Template

Energy Saving Checklist

This Energy Saving Checklist helps teams run an office and works energy tour to spot quick wins and ongoing improvements. It covers switching off lights in unoccupied areas, labeling switches and zones, activating energy saving features on computers and equipment, and shutting down non essential devices. Heating and air conditioning sections review set points, radiator efficiency, draughts, and avoiding simultaneous heating and cooling. Water use checks look for leaks, dripping taps, overfilled kettles, urinal controls, and overflow issues. Additional items include window and door condition, fridge seals, awareness posters, and the option to conduct a formal energy audit. Use this checklist to reduce energy waste, cut costs, and support sustainability across offices and industrial works.

by Dave Egan, from the Community

10+

Get

Template

Office Energy Audit Checklist

This office energy audit checklist helps assess workspace energy efficiency across lighting, HVAC and common electrical appliances. Inspect internal and external lighting, review air conditioning and heating systems, and evaluate devices such as computers, monitors, printers, refrigerators and microwaves. Check insulation and sealing of windows, doors and walls, and review energy consumption habits like turning off equipment, using natural light, and thermostat settings. Record findings, capture recommendations, and produce a summary report to reduce energy use and costs.

by devdarshan s, from the Community

Get

Template

Optima Energy Site Audit Checklist

This Optima Energy Site Audit template helps assess building energy use with a focus on lighting. Record locations, existing fixture and base types, wattage, lamps per fixture, counts, and hours of operation. Add notes and photos to document current conditions and identify opportunities for savings and upgrades. Ideal for property managers, facility teams, and energy professionals conducting site audits and planning efficiency retrofits.

by Peter Ha, from the Community

20+

Get

Business Energy Assessment Checklist

About author

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Energy Audit Template

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Energy Audit Template

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