Property Energy Efficiency Audit Checklist
Energy audits identify cost-effective improvements that reduce utility costs, improve tenant comfort, and increase property value. This checklist follows ASHRAE 211 Standard for Commercial Building Energy Audits and RESNET/HERS residential energy assessment protocols.
- Industry: Real Estate & Property Management
- Frequency: Every 3-5 Years or Before Major Renovation
- Estimated Time: 90-120 minutes
- Role: Energy Auditor / Facilities Director
- Total Items: 32
- Compliance: ASHRAE 211 Standard for Commercial Building Energy Audits, RESNET Mortgage Industry National Home Energy Rating Standards, IECC International Energy Conservation Code, EPA ENERGY STAR Building Benchmarking Requirements, DOE Weatherization Assistance Program Standards
Building Envelope
Assess insulation, air sealing, and thermal performance.
- Attic insulation meets or exceeds IECC climate zone minimum (R-38 to R-60 depending on zone)?
- Wall insulation present - R-13 minimum for wood frame?
- Basement/crawlspace insulated to IECC requirements?
- Air leakage tested with blower door - below 7 ACH50 for post-2000 homes?
- Vapor retarders appropriate for climate zone?
HVAC Efficiency
Assess heating and cooling system efficiency.
- Furnace AFUE rated 90% or higher (80% minimum for replacements)?
- Air conditioning SEER 16 or higher?
- Duct leakage below 4% of system airflow?
- Programmable or smart thermostat in use?
- Heat pump replacement evaluated for heating-dominated climate?
- HVAC systems receiving annual professional maintenance?
Lighting Efficiency
Assess lighting efficiency and control.
- All or nearly all lighting converted to LED?
- Occupancy sensors in conference rooms, restrooms, storage areas?
- Daylight sensors dimming lights in areas with significant natural light?
- Exit signs LED with photoluminescent backup?
- Exterior lighting on timer or photocell controls - not on 24/7?
Water Heating
Assess water heating efficiency.
- Water heater EF 0.90+ (heat pump water heater EF 2.0+ recommended)?
- Hot water pipes insulated in unconditioned spaces?
- Low-flow faucets and showerheads installed (1.5-2.0 gpm)?
- Hot water recirculation pump on timer or demand control?
- Solar water heating evaluated for sunny climates?
Utility Data Analysis
Review utility consumption data for benchmarking.
- 12 months of utility bills collected for energy use intensity analysis?
- Property benchmarked in EPA ENERGY STAR Portfolio Manager?
- ENERGY STAR score above 50 (national average)?
- Submetering of major energy uses (HVAC, lighting, process) available?
- Utility rebate programs for efficiency improvements identified?
Energy Audit Report
Document energy audit findings and recommendations.
- Written ASHRAE Level 1 or 2 energy audit report completed?
- Energy Conservation Measures (ECMs) listed with costs, savings, and payback?
- ECMs prioritized by simple payback period and ROI?
- Utility and state rebate applications identified and initiated?
- Implementation plan developed for high-priority ECMs?
- Pre-improvement energy baseline established for measurement and verification?
Related Real Estate Property Checklists
- New Construction Punch List and Final Inspection Checklist
- New Construction Punch List and Final Inspection Checklist
- Fair Housing Compliance Audit Checklist
- Property Stormwater and Drainage Management Inspection Checklist
- Property Security System and Camera Audit Checklist
- HOA Community Standards and Covenant Compliance Audit Checklist
Related Project Management Checklists
Why Use This Property Energy Efficiency Audit Checklist?
This property energy efficiency audit checklist helps real estate & property management teams maintain compliance and operational excellence. Designed for energy auditor / facilities director professionals, this checklist covers 32 critical inspection points across 6 sections. Recommended frequency: every 3-5 years or before major renovation.
Ensures compliance with ASHRAE 211 Standard for Commercial Building Energy Audits, RESNET Mortgage Industry National Home Energy Rating Standards, IECC International Energy Conservation Code, EPA ENERGY STAR Building Benchmarking Requirements, DOE Weatherization Assistance Program Standards. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What is a Property Energy Efficiency Audit Checklist?
A Property Energy Efficiency Audit Checklist is a standardized inspection form used by energy auditor / facilities director to ensure consistent real estate & property management operations. It contains 41 inspection points organized into 6 sections. FREE energy audit checklist PDF. Comprehensive property energy efficiency audit covering insulation, air sealing, HVAC efficiency, lighting, appliances, windows, water heating, and ASHRAE 211 Level 2 energy audit standards for residential and commercial properties seeking energy cost reductions. Download FREE digital template now.
How often should I use this real estate & property management checklist?
This checklist is designed to be completed every 3-5 years or before major renovation. Regular use ensures compliance with ASHRAE 211 Standard for Commercial Building Energy Audits and RESNET Mortgage Industry National Home Energy Rating Standards and helps identify issues before they become problems.
Can I download this Property Energy Efficiency Audit Checklist as a PDF?
Yes, you can download this checklist as a FREE PDF for printing or offline use. The checklist includes 41 fields across 6 sections and typically takes 90-120 minutes to complete.
What compliance standards does this checklist cover?
This checklist helps ensure compliance with ASHRAE 211 Standard for Commercial Building Energy Audits, RESNET Mortgage Industry National Home Energy Rating Standards, IECC International Energy Conservation Code, EPA ENERGY STAR Building Benchmarking Requirements, DOE Weatherization Assistance Program Standards. Following these standards protects your organization and ensures best practices.
How do I complete this real estate & property management inspection checklist?
Begin by completing the header fields for Property Address, Audit Date, Auditor Name, Conditioned Square Footage, and Year Built. Work through each of the 6 sections, marking items Yes or No as applicable. Finally, complete the footer fields and add your signature. The entire process takes approximately 90 to 120 minutes.
What are the key sections in this real estate & property management checklist?
This real estate & property management checklist is organized into 6 key sections: Building Envelope, HVAC Efficiency, Lighting Efficiency, Water Heating, Utility Data Analysis, Energy Audit Report. Each section contains specific inspection points that energy auditor / facilities director must verify. The structured layout ensures nothing is missed during real estate & property management inspections and makes the process efficient, typically taking 90-120 minutes to complete.
Who should use this Property Energy Efficiency Audit Checklist?
This checklist is primarily designed for energy auditor / facilities director working in real estate & property management operations. However, it is also valuable for quality assurance teams, safety officers, compliance managers, and supervisors who need to verify that real estate & property management standards are being met. Organizations of all sizes can benefit from using this Property Energy Efficiency Audit Checklist to maintain consistency and accountability.