Checklist template

Facility Energy & Sustainability

A ready-to-use checklist with 67 items in 6 sections, covering HVAC & Thermal Performance, Lighting & Electrical Systems, Water Conservation & Plumbing, Waste Management & Circularity, Building Envelope & Site, Strategy & Governance. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 67 Items
  • 60 Yes / No checks
  • 6 Scored ratings
  • 1870 Points

Use this template How audits work

1. HVAC & Thermal Performance 11 items

  1. Are HVAC setpoints aligned with the building’s energy policy (e.g., 22°C/72°F)? Yes / No 35 pts
  2. Is the Building Automation System (BAS) free of manual overrides? Yes / No 40 pts
  3. Are air filters clean and changed per the sustainability schedule? Yes / No 20 pts
  4. Are "Economizer" cycles functional to utilize free outdoor cooling? Yes / No 35 pts
  5. Are weather seals on exterior doors and windows intact? Yes / No 25 pts
  6. Is the "Night Flush" or "Unoccupied" setback mode active? Yes / No 40 pts
  7. Are pipe and duct insulation sections free of damage or gaps? Yes / No 20 pts
  8. Is the chiller/boiler plant sequencing optimized for load matching? Yes / No 35 pts
  9. Are variable frequency drives (VFDs) active on pumps and fans? Yes / No 30 pts
  10. Is there zero evidence of "Simultaneous Heating and Cooling"? Yes / No 50 pts
  11. Thermal Efficiency: Rating
    • Optimized 40 pts
    • Minor Drift 20 pts
    • Wasteful 0 pts

2. Lighting & Electrical Systems 11 items

  1. Are 90%+ of all light fixtures converted to high-efficiency LED? Yes / No 45 pts
  2. Are occupancy/motion sensors functional in all restrooms and closets? Yes / No 30 pts
  3. Is "Daylight Harvesting" active for fixtures near exterior windows? Yes / No 35 pts
  4. Are exterior and parking lot lights controlled by a functional photocell? Yes / No 25 pts
  5. Is the power factor within the utility’s "No-Penalty" range (>0.9)? Yes / No 25 pts
  6. Are non-essential display/decorative lights on a timer? Yes / No 15 pts
  7. Is the electrical transformer room cool and well-ventilated? Yes / No 15 pts
  8. Are "Vampire Power" loads minimized in office areas at night? Yes / No 10 pts
  9. Is the sub-metering system capturing data for high-load equipment? Yes / No 30 pts
  10. Are EV charging stations functional and monitored for usage? Yes / No 20 pts
  11. Lighting/Power Rating: Rating
    • High Efficiency 30 pts
    • Standard 15 pts
    • Inefficient 0 pts

3. Water Conservation & Plumbing 11 items

  1. Are all restrooms equipped with low-flow (e.g. 1.6 gpf) toilets? Yes / No 35 pts
  2. Are faucet aerators clean and restricting flow to <1.5 gpm? Yes / No 20 pts
  3. Is the facility free of any "Ghost Flushes" or leaking fixtures? Yes / No 50 pts
  4. Is the irrigation system controlled by a rain sensor or smart timer? Yes / No 30 pts
  5. Is the domestic hot water temperature set to 50°C-60°C (120°F-140°F)? Yes / No 25 pts
  6. Are cooling tower "Blowdown" rates optimized to save water? Yes / No 35 pts
  7. Is there a "Leak Detection" protocol for main water lines? Yes / No 40 pts
  8. Are xeriscaping or native plants used in the landscape? Yes / No 15 pts
  9. Is greywater or rainwater harvesting being utilized if installed? Yes / No 20 pts
  10. Are water meters read monthly to identify consumption spikes? Yes / No 30 pts
  11. Water Stewardship: Rating
    • Conserving 30 pts
    • Average 15 pts
    • High Waste 0 pts

4. Waste Management & Circularity 11 items

  1. Are recycling bins clearly labeled and co-located with trash bins? Yes / No 25 pts
  2. Is the contamination rate in recycling bins below 10%? Yes / No 30 pts
  3. Is an organic waste/compost program active and utilized? Yes / No 30 pts
  4. Is the cardboard baler (if applicable) used and area organized? Yes / No 15 pts
  5. Are e-waste (batteries, tech) disposal programs active? Yes / No 20 pts
  6. Are paper-saving settings (double-sided) default on all printers? Yes / No 10 pts
  7. Does the facility track "Diversion Rate" from the landfill? Yes / No 35 pts
  8. Is there a policy for zero-waste catering or events? Yes / No 15 pts
  9. Are cleaning chemicals "Green Seal" or eco-certified? Yes / No 20 pts
  10. Is used furniture or equipment donated/resold rather than trashed? Yes / No 20 pts
  11. Diversion Performance: Rating
    • Sustainable 25 pts
    • Developing 12 pts
    • Waste Heavy 0 pts

5. Building Envelope & Site 11 items

  1. Is the roof "Reflective" or "Cool Roof" certified? Yes / No 35 pts
  2. Are window films or shading devices used to reduce solar gain? Yes / No 25 pts
  3. Is the building envelope free of thermal bridging (checked via IR)? Yes / No 40 pts
  4. Are "Air Curtains" functional at main loading dock doors? Yes / No 30 pts
  5. Is the roof garden or green space being properly maintained? Yes / No 20 pts
  6. Are light-colored paving materials used to reduce heat island effect? Yes / No 15 pts
  7. Are exterior vents and louvers free of debris? Yes / No 15 pts
  8. Is the building’s air leakage within ASHRAE standards? Yes / No 35 pts
  9. Are bike racks and "Green Vehicle" spots being used? Yes / No 10 pts
  10. Is the "Building Logbook" current with energy performance data? Yes / No 25 pts
  11. Envelope Rating: Rating
    • Airtight/Efficient 25 pts
    • Moderate 12 pts
    • Leaky/Inefficient 0 pts

6. Strategy & Governance 12 items

  1. Is the ENERGY STAR or NABERS rating current for this period? Yes / No 50 pts
  2. Has a formal Energy Audit (ASHRAE Level I or II) been done in <3 yrs? Yes / No 40 pts
  3. Are tenants/employees engaged in energy-saving competitions? Yes / No 15 pts
  4. Is the "Green Lease" language being used for new tenants? Yes / No 25 pts
  5. Is there a documented Carbon Reduction plan for the facility? Yes / No 45 pts
  6. Are utility bills reviewed monthly for billing errors/spikes? Yes / No 30 pts
  7. Is the BMS data being analyzed for predictive maintenance? Yes / No 35 pts
  8. Is there a budget allocated specifically for energy retrofits? Yes / No 30 pts
  9. Are "Sustainability Reports" shared with stakeholders quarterly? Yes / No 20 pts
  10. Is the facility following a recognized standard (ISO 50001, LEED)? Yes / No 40 pts
  11. Management Maturity: Rating
    • Net Zero Focus 40 pts
    • Compliance Only 20 pts
    • No Strategy 0 pts
  12. Final energy & sustainability summary: Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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