Energy Monitoring & Quick Audit Checklist

A practical, interactive quick-audit to find reproducible energy savings, capture a baseline, estimate simple ROI, assign ownership, and record a measurement plan so opportunities can be verified and scaled.

Interactive Tool

Energy Monitoring & Quick Audit Checklist

This quick audit helps operations teams capture a measurable energy baseline, identify reproducible low‑cost opportunities, estimate simple ROI, and record a short measurement and verification plan. Use this on the floor with a clipboard, tablet, or phone. Save the results so improvements can be tracked and verified over time.

Focus on operational controls and low‑cost changes (setpoints, scheduling, compressed air, lighting, idle shutdowns, motor controls) that usually deliver measurable results quickly. This form collects the minimum structured data needed to verify savings later.

Plant name or location (use consistent site name for later aggregation).
Where the audit is performed (e.g., Line 2, Paint Booth, Warehouse north).
YYYY-MM-DD or natural date text.
Person performing the quick audit.
List existing meters and what they measure (main building meter, submeter for area, process meter, vendor meters). Note location, ID, and who controls it.
Select all metering resources you can access during measurement or for later verification.
Number of days used to establish baseline (typical quick baseline: 3–14 days).
Measured or estimated average kWh per day for the area/line during a normal production period. If unknown, estimate and label as such in Baseline Notes.
If known; helps prioritize demand charge reductions.
Describe how baseline was measured/estimated (e.g., main meter, estimated from run hours, utility bills) and any unusual conditions during baseline.
If further verification is needed, note where to place a temporary logger or submeter, which circuits to monitor, duration, and who will install it.
Common operational changes that often produce quick wins—select those you can test quickly.
Rough expected percent reduction from selected action(s). Use conservative estimate for planning. (e.g., 5 = 5%).
If you prefer entering kWh rather than percent. Leave blank if unknown. Helpful for quick ROI math.
Local or utility rate (use average blended rate for the site). If unknown, estimate and record in Baseline Notes.
Basic formula: (estimated_kWh_saved_per_year) × (cost_per_kwh). If you entered percent instead of kWh, compute conservatively and enter result here.
Any expected material or labor cost to implement the change. Enter 0 for no‑cost changes.
If known. Simple payback = first cost / annual cost savings. Leave blank if not applicable.
Choose how you will verify the savings once implemented.
Who will measure, what will be measured, where the meter/logger will be placed, measurement duration, acceptance criteria, and how results will be recorded.
Person responsible for implementing and verifying the action.
Planned date to implement the change.
Select yes to schedule a verification check after implementation.
Date to perform the verification activity (if follow-up required).
Any other details, photos (recorded elsewhere), or contextual factors that affect baseline or savings potential.
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