Template

Optima Energy Site Audit Checklist

by Peter Ha, from the Community

20+

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.

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Confirm accountability and compliance with a digital log

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
Optima Energy Site Audit for Medium Properties
This Optima Energy Site Audit template helps teams standardize energy assessments across medium portfolios with 11 to 25 locations. Record property details and site contacts, add required photos, and document floor-by-floor findings including location, existing fixtures, lamp base and wattage, lamps per fixture, fixture counts, hours of operation, emergency ballasts and fixture counts, presence of mechanical cooling or AC, lift requirements, and notes. Use the checklist to evaluate lighting and HVAC usage, identify retrofit opportunities, and estimate savings from operational or equipment improvements.
by Optima Pit, from the Community
Downloads: 20+
Get
Template
Optima Energy Site Audit for Large Properties
Use this Optima energy site audit template to assess lighting and HVAC across large property portfolios with 26 to 50 locations. Capture photos, fixture types, lamp bases and wattage, lamps per fixture, counts, hours of operation, emergency ballasts, cooling, lift requirements, and notes. Standardize energy data collection to benchmark sites, plan upgrades, and uncover efficiency and cost-saving opportunities.
by Optima Pit, from the Community
Downloads: 30+
Get
Template
Optima Energy Site Audit for Small Property
Assess small properties for energy efficiency with a structured site audit. Record property and contact details, add required photos, and document lighting fixtures, lamp bases, wattage, lamps per fixture, and fixture counts. Track hours of operation, note emergency ballasts and emergency fixtures, and capture environmental factors like mechanical cooling or lift needs. Use the notes section to highlight opportunities and actions for reducing energy use and improving safety.
by Optima Pit, from the Community
Downloads: 30+
Get
Template
Office Energy Audit
An office energy audit checklist is used to assess the energy efficiency of a workspace based on equipment, appliances, design, and usage. Certified energy auditors can use this checklist to identify opportunities for energy cost reduction and recommend solutions.
by SafetyCulture
Downloads: 400+
Get

Optima Energy Site Audit for Medium Properties

This Optima Energy Site Audit template helps teams standardize energy assessments across medium portfolios with 11 to 25 locations. Record property details and site contacts, add required photos, and document floor-by-floor findings including location, existing fixtures, lamp base and wattage, lamps per fixture, fixture counts, hours of operation, emergency ballasts and fixture counts, presence of mechanical cooling or AC, lift requirements, and notes. Use the checklist to evaluate lighting and HVAC usage, identify retrofit opportunities, and estimate savings from operational or equipment improvements.

by Optima Pit, from the Community

20+

Get

Template

Optima Energy Site Audit for Large Properties

Use this Optima energy site audit template to assess lighting and HVAC across large property portfolios with 26 to 50 locations. Capture photos, fixture types, lamp bases and wattage, lamps per fixture, counts, hours of operation, emergency ballasts, cooling, lift requirements, and notes. Standardize energy data collection to benchmark sites, plan upgrades, and uncover efficiency and cost-saving opportunities.

by Optima Pit, from the Community

30+

Get

Template

Optima Energy Site Audit for Small Property

Assess small properties for energy efficiency with a structured site audit. Record property and contact details, add required photos, and document lighting fixtures, lamp bases, wattage, lamps per fixture, and fixture counts. Track hours of operation, note emergency ballasts and emergency fixtures, and capture environmental factors like mechanical cooling or lift needs. Use the notes section to highlight opportunities and actions for reducing energy use and improving safety.

by Optima Pit, from the Community

30+

Get

Template

Office Energy Audit

An office energy audit checklist is used to assess the energy efficiency of a workspace based on equipment, appliances, design, and usage. Certified energy auditors can use this checklist to identify opportunities for energy cost reduction and recommend solutions.

by SafetyCulture

400+

Get

Optima Energy Site Audit Checklist

About author

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Optima Energy Site Audit for Medium Properties

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Optima Energy Site Audit for Small Property

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Optima Energy Site Audit for Medium Properties

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