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Energy Audit Checklist for Buildings

by Alex Wingate, from the Community

This site energy audit checklist helps assess building performance across water, HVAC, and electrical systems. Capture initial details, operating hours, and occupancy, then record water, electricity, gas, and additional meter readings. Inspect washrooms for fixture counts, condition, flow rates, leaks, aerators, restrictors, and TMVs. Review plantroom assets including boilers, DHW, pumps, lagging, and BMS controls, noting temperatures, capacities, age, and efficiency. Evaluate AHUs, heat emitters, and TRVs. Identify lighting retrofit opportunities, wattages, and occupancy sensing. Screen for renewables and electrification options such as solar PV, battery storage, heat pumps, and EV charging, plus point-of-use heaters and behavioural change opportunities.

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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
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
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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
Heat and Power Assessment Checklist v1.1
This Heat and Power assessment checklist helps inspectors and facility staff document building energy systems in one place. Review heat sources and controls, hot water storage, insulation, and any suspected asbestos. Record electricity supply type, meter details and readings, consumer unit type, and on site renewables such as solar PV, inverters, PV diverters, and batteries. Note EV charge points, gas connections and meter types, services supplied by gas, and safety issues like bare wiring. Capture photos, notes, locations, and sign offs to create a clear audit trail and streamline energy audits across heating, power, water, and sewage services.
by Jason A Imrie, from the Community
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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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Energy Audit Checklist for Buildings

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Energy Site Survey Full Checklist

Energy Audit Template

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Energy Site Survey Full Checklist

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