ENERGY AUDIT COMPLIANCE CHECKLIST TEMPLATE

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

--- SCOPE & PLANNING ---
[ ] Audit Project Name
[ ] Audit Objectives & Scope Description
[ ] Audit Start Date
[ ] Audit End Date (Estimated)
[ ] Audit Type (Level 1 (Limited Scope), Level 2 (Detailed Assessment), Level 3 (Comprehensive))
[ ] Estimated Audit Duration (Hours)
[ ] Areas/Buildings Included in Audit (Building A, Building B, Warehouse, Data Center)

--- TEAM & RESPONSIBILITIES ---
[ ] Audit Team Lead (Select Team Lead, Name 1, Name 2, Name 3)
[ ] Energy Specialist (Select Specialist, Name 1, Name 2)
[ ] Building Engineer (Select Engineer, Name 1, Name 2)
[ ] Team Lead Training Expiration Date
[ ] Years of Experience (Energy Specialist)
[ ] Brief Summary of Team Member Roles & Responsibilities

--- DATA COLLECTION & ANALYSIS ---
[ ] Total Electricity Consumption (kWh)
[ ] Total Natural Gas Consumption (therms)
[ ] Average Monthly Temperature (Â°F/Â°C)
[ ] Date of Data Collection
[ ] Data Source Verification Method (Utility Bills, Building Management System (BMS), Manual Meter Readings, Submetering Data)
[ ] Notes on Data Collection Process

--- BUILDING SYSTEMS ASSESSMENT ---
[ ] HVAC System Operating Temperature (Supply)
[ ] Lighting Power Density (W/sq ft)
[ ] Insulation Condition (Walls) (Excellent, Good, Fair, Poor)
[ ] Notes on Window and Door Condition
[ ] Last HVAC Filter Replacement
[ ] Building Automation System (BAS) Functionality (Temperature Control, Lighting Control, Scheduling, Monitoring, Alerting)
[ ] Roof Condition (Excellent, Good, Fair, Poor)

--- EQUIPMENT INVENTORY & PERFORMANCE ---
[ ] Equipment ID
[ ] Equipment Name/Type
[ ] Rated Capacity (kW/BTU/etc.)
[ ] Actual Operating Capacity (kW/BTU/etc.)
[ ] Energy Consumption (kWh/Therms/etc.) - Last Month
[ ] Last Maintenance Date
[ ] Maintenance Notes/Observations
[ ] Equipment Condition (Excellent, Good, Fair, Poor)

--- ENERGY CONSUMPTION BASELINE ---
[ ] Baseline Year
[ ] Total Energy Consumption (Baseline Year)
[ ] Units of Measurement (e.g., kWh, MMBtu)
[ ] Description of Data Sources Used
[ ] Baseline Energy Data File (e.g., Excel, CSV)
[ ] Data Validation Method (Visual Inspection, Statistical Analysis, Comparison with Industry Benchmarks)

--- COMPLIANCE WITH REGULATIONS ---
[ ] Applicable Energy Standard (ASHRAE 90.1, IECC, ISO 50001, Local Regulations, Other (Specify))
[ ] Standard Version
[ ] Regulatory Requirements Summary
[ ] Last Compliance Review Date
[ ] Third-Party Verification Status (Verified, Not Verified, Planned)
[ ] Supporting Documentation

--- RECOMMENDATIONS & REPORTING ---
[ ] Summary of Key Recommendations
[ ] Estimated Cost of Implementation (USD)
[ ] Estimated Annual Energy Savings (kWh)
[ ] Estimated Annual Cost Savings (USD)
[ ] Recommendation Prioritization (High/Medium/Low) (High, Medium, Low)
[ ] Recommended Implementation Date
[ ] Supporting Documentation (e.g., vendor quotes, calculations)
[ ] Notes/Comments on Recommendations

--- DOCUMENTATION & RECORD KEEPING ---
[ ] Audit Report Creation Date
[ ] Summary of Audit Findings
[ ] Supporting Data Files (e.g., utility bills, equipment specifications)
[ ] Document Retention Policy Applied? (Yes, No, N/A)
[ ] Number of Pages in Audit Report
[ ] Version Number of Audit Report
[ ] Auditor Signature

--- IMPLEMENTATION & FOLLOW-UP ---
[ ] Implementation Start Date
[ ] Implementation Completion Date
[ ] Estimated Cost Savings (Annual)
[ ] Actual Cost Savings (Annual)
[ ] Implementation Status (Not Started, In Progress, Completed, Delayed)
[ ] Comments/Challenges Faced
[ ] Supporting Documentation (e.g., invoices, reports)

--- END OF TEMPLATE ---
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