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Energy Audit Preparation Checklist

Use this checklist to prepare your facility for an energy audit and help the audit team identify better savings opportunities.

Checklist

Information that improves audit accuracy

Gathering records in advance helps the site visit focus on measurements, operating realities and high-value opportunities.

Utility bills

  • - Last 12 months electricity bills
  • - Tariff details
  • - Maximum demand records
  • - Power factor penalty/incentive details

Electrical system data

  • - Single-line diagram
  • - Transformer details
  • - DG set details
  • - Major motor list
  • - Lighting load details
  • - Capacitor bank details

HVAC and utilities

  • - Chiller/AHU/pump details
  • - Compressor details
  • - Operating hours
  • - Maintenance logs

Operations

  • - Shift timings
  • - Production data where applicable
  • - Occupancy pattern
  • - Major process loads

Safety and maintenance

  • - Recent breakdown history
  • - Thermography reports if available
  • - Earthing test reports
  • - Previous audit reports

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Prepared records make the audit more useful

Start with the checklist, then share the available records when requesting an audit scope.