ENERGY AUDIT AND EFFICIENCY WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Client Property Data: Retrieve existing building metadata (square footage, building age, and usage type) from the Client Data Model.
[ ] Site Inspection Visit: Assign a task to the Field Auditor to conduct the physical energy assessment on-site.
[ ] Create Audit Report Record: Generate a new entry in the Energy Audit Data Model to serve as the primary record for this audit.
[ ] Log Equipment Inventory: Update the Audit Report entry with the list of HVAC, lighting, and insulation assets found during inspection.
[ ] Retrieve Utility Bills: Fetch historical electricity and gas consumption data from the Utility Records data model.
[ ] Calculate Baseline Energy Usage: Calculate the average monthly kWh consumption based on the retrieved utility bill history.
[ ] Create Energy Leakage Entry: Create individual entries for each identified thermal bridge or energy leak found during the audit.
[ ] Total Estimated Energy Waste: Aggregate all 'Energy Leakage' entries to calculate the total annual kWh loss across the facility.
[ ] Calculate Potential Savings: Calculate the projected cost savings by applying current energy rates to the total estimated energy waste.
[ ] Efficiency Recommendation Draft: Assign a task to the Energy Engineer to draft technical recommendations and ROI analysis.
[ ] Update Recommendations List: Attach the completed technical recommendations and retrofit cost estimates to the Audit Report entry.
[ ] Calculate ROI Period: Determine the payback period (years) by dividing the retrofit cost by the annual projected savings.
[ ] Generate Final Audit Report: Generate a formal PDF/Digital Report summarizing findings, data, and recommendations for the client.
[ ] Send Report to Client: Email the final Energy Audit Report and the calculated savings summary to the client's primary contact.
[ ] Set Audit Status to 'Completed': Update the status of the original Audit Report entry to 'Completed' to trigger final archiving.

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