Dashpivot Article – What is an Energy Assessment?

What is an Energy Assessment?
What is an Energy Assessment?
What is an energy assessment? An energy assessment is a comprehensive review process that measures and analyzes the energy consumption of an operation or facility to identify inefficiencies and recommend improvements. This evaluation focuses on optimizing operational efficiency and reducing energy costs, which is critical for enhancing sustainability and environmental responsibility.
The main objective of an energy assessment is to map out energy use throughout a facility's processes and systems. By doing so, it provides a detailed overview of where energy is being used efficiently and where it can be saved. The assessment covers all key energy-consuming areas, including HVAC systems, lighting, and production equipment, ensuring each is operating at its best efficiency level.
The process involves a systematic review of energy inputs and outputs, which helps pinpoint problem areas that consume excessive energy and also suggest where improvements can be made. By identifying these opportunities, an energy assessment helps facilities implement changes that lead to substantial energy savings, cost reductions, and environmental benefits.
Energy assessments are vital for industries aiming to improve their energy consumption patterns, comply with environmental regulations, and achieve cost-effectiveness in energy usage. The insights gained from these assessments enable companies to enhance their energy management practices and optimize overall energy utilization.
What is Required for an Energy Assessment?
Now that the question of what is a an energy assessment has been answered, it is also important to understand what is required for an energy assessment. An energy assessment is systematically conducted using an energy assessment checklist, a tool designed to standardize the evaluation process and ensure comprehensive coverage of all pertinent areas. This checklist is structured into several key sections, each focusing on different aspects of the facility's energy use.
Introduction
The introduction provides an overview of the document and includes essential details about the facility being assessed. It outlines the purpose, scope, and objectives of the energy assessment, setting the stage for a detailed investigation. This section also compiles basic information about the facility such as its location, size, type of operations, and any unique characteristics that might affect energy usage.
Energy Use Assessments
The energy assessment checklist is organized into several focused sections, each targeting specific areas of the facility's energy use—from lighting and HVAC systems to water heating and building insulation. This structured approach allows for a detailed evaluation of each aspect of energy consumption, ensuring comprehensive insights into both the efficiency of energy use and the effectiveness of existing energy management practices. The purpose of this segmentation is to systematically identify inefficiencies and facilitate the prioritization of improvements, ultimately guiding the development of actionable strategies to enhance overall energy sustainability and reduce costs.
Lighting Assessment
The lighting assessment examines the efficiency and effectiveness of the facility’s lighting systems. It involves evaluating whether the lighting levels are appropriate, identifying areas of over-lighting or under-lighting, and assessing the use of natural lighting solutions like daylight harvesting systems.
This section also checks for the presence and functionality of automatic controls in spaces that are intermittently occupied, ensuring that energy is not wasted. Additionally, the maintenance state of all light points is reviewed to guarantee optimal light output and efficiency.
HVAC (Heating, Ventilation, and Air Conditioning) System Assessment
This section delves into the systems that provide heating, cooling, and ventilation to the facility. It begins by inspecting the age, condition, and efficiency of boilers and other heat sources, discussing the necessity for upgrades or replacements if inefficiencies are noted. The assessment also looks at thermostatic controls and radiators, checking their placement and efficiency as well as the condition of associated pipework.
Ventilation effectiveness is evaluated by assessing the performance of ventilation systems, including the cleanliness of fans and grills and the functionality of exhaust-air heat recovery installations. Lastly, the operation of the air conditioning system is reviewed to ensure it is used optimally and only when necessary.
Water System Assessment
The water system assessment focuses on the efficiency of water use and heating within the facility. This includes looking for any signs of leaking taps or pipes, which can significantly increase water consumption and associated energy costs. It also assesses the age and condition of water heaters and recommends upgrades to more energy-efficient models to enhance overall energy conservation.
Building Insulation Assessment
Proper insulation is critical for maintaining energy efficiency, and this section ensures that the facility is well-equipped to prevent heat loss. It involves checking the presence and condition of insulation in the roof and walls, as well as examining the effectiveness of seals and insulation around windows and doors to improve thermal efficiency.
Equipment Efficiency Assessment
This section evaluates how energy is used in daily operations, particularly in relation to office and IT equipment as well as kitchen appliances. The energy efficiency of office devices, including computers and printers, is reviewed to verify the implementation of power management features. Additionally, the condition and energy efficiency of kitchen appliances are assessed, ensuring that they are maintained regularly, such as scheduling defrosting for freezers.
Summary of Findings and Recommendations
The checklist concludes with a summary of findings and actionable recommendations. This includes a list of critical issues that require immediate attention to prevent excessive energy waste and suggestions for strategic upgrades and changes that could lead to sustained improvements in energy efficiency.
Appendices
Supporting the assessment, this section includes additional documentation such as relevant records or bills that provide background information on energy usage, along with photographic evidence that offers visual proof of findings, particularly useful for highlighting issues like blocked ventilation systems or the condition of equipment and insulation.
Below is an example of an energy assessment checklist with all of the required sections:

Use and customise energy assessment checklists for free.
Conduct better energy assessments with customisable checklist forms
The energy assessment example was completed using an energy assessment checklist template. You should use it because it comes with a host of useful features that make it ideal for completing your next energy assessment:
- Comprehensive Sections: The form is divided into multiple sections, each targeting critical aspects like lighting, HVAC, and water systems, ensuring all relevant energy factors are assessed.
- Systematic Approach: Each section includes detailed checklists for specific items related to energy use, such as insulation quality, lighting efficiency, and HVAC operation, allowing for a methodical evaluation process.
- Observation and Improvement Areas: It provides columns for both current observations and suggested areas for improvement, facilitating a clear outline of current states and enhancement strategies.
- Scalability: The form is applicable to various types of buildings and facilities, which makes it versatile and broad in application.
- Actionable Recommendations: At the end of the assessment, the form includes a section for summarizing recommended corrective actions based on the checklist findings, which aids in the practical application of the assessment results.
- Attachment Support: There is provision for attaching relevant documents and photographic evidence, which supports the findings and recommendations with concrete proof.
- Standardized Format: The uniform structure of the form helps in maintaining consistency in energy assessments across different facilities, which is crucial for comparative analysis and benchmarking.
Further improve your energy assessments with digital solutions
Using energy assessment checklists for energy assessments allows for the correct energy requirements to be assessed each time. However, energy assessments tend to capture large volumes of data and using individual checklists for these assessments can still present some issues.
Firstly, the checklist and associated attachments like photos and service records can easily be misplaced or overlooked amidst day-to-day operations. It can also be difficult to store them in an organised manner and provide external parties access to them when required. Furthermore, if facilities need to be compared to each other, the data must be manually compiled from various individual checklist documents.
This is why many companies now use an energy assessment app to manage all their energy assessments. An application allows for users to create, complete, and access all their energy assessments using a desktop, mobile, or tablet.
All submitted assessments are stored in a secure central register, where they can be accessed at all times and sent to external parties as required. The collected data in each assessment can be automatically compiled and compared to assessments of other facilities as well.

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