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Energy Assessment Checklist: Free Energy Audit Checklist Template

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An energy assessment, sometimes referred to as an energy audit, will help you spot energy-saving opportunities while promoting environmental and safety standards in your project. Having an energy audit checklist in your arsenal standardises the process and ensures you don't miss any energy requirements.

You can this energy assessment checklist to identify potential hazards and determine the appropriate personal protective equipment needed to mitigate them. Use this template to run through energy audits quickly and easily while staying compliant.

   100% fully customisable energy assessment checklist

   Access energy assessments via mobile and tablet

   Take and attach photos directly to your energy audits

   Sign off on completed checklists with electronic signatures

   Thousands of templates including other environmental templates

Energy Assessment Checklist template
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This energy assessment checklist was generated with Dashpivot

An integrated system like Dashpivot can digitise your energy assessment processes and enable powerful functionality:

  • Use the pre-built energy assessment checklist template with sections for lighting, HVAC, water, insulation and more.
  • Customise the energy assessment checklist with drag-and-drop functionality and add any extra checklist items you need to cover your audit.
  • Share your customised energy audit checklist for your team to complete on site via the Dashpivot app, then sync back automatically to the office once it's submitted.
  • Take photos and attach them directly to the energy audit for better documentation of energy-related assets and equipment.
  • Sign off and complete energy audits with electronic signatures.
  • Share energy assessments as professionally formatted CSV or PDF with your company branding.
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Ensure your energy assessment records are well-documented with a reliable audit checklist

Energy assessments are essential for companies looking to optimise energy consumption, comply with environmental regulations and reduce costs. These energy audits provide valuable insights that improve energy management and overall efficiency in construction or other projects.

A well-structured energy assessment checklist is typically divided into key sections, each focusing on different aspects of the facility's energy use. This standardised approach ensures thorough and consistent audits, which are important for comparing performance across different sites and building bulletproof records.

Any effective energy audit checklist must have:

  • Assessment details including:
    • Date
    • Building
    • Location
    • Owner
  • Lighting checklist
  • HVAC equipment checklist
  • Water checklist
  • Building insulation checklist
  • Assessment summary and recommended corrective actions
  • Signature field for the assessor to complete the report

Once you complete the energy audit checklist, make sure to export it to PDF to share findings with the team and act on the recommendations as soon as possible.

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