Energy Monitoring Quick Audit & Opportunity Starter Pack

{ "Title": "Energy Monitoring Quick Audit & Opportunity Starter Pack", "IntroductionHtml": "

This interactive quick audit helps operations and facilities teams rapidly identify, document, and assign easy, verifiable energy savings opportunities. Use this on the shop floor with a tablet or laptop. Capture where meters are, when peaks happen, process hotspots, quick wins (setbacks, compressed air repairs, lighting, motor control), and estimate savings so each opportunity has a measurable owner and follow-up action.

Tip: If you have utility bills or interval meter data, attach or reference them in the site record when you complete this audit so you can validate estimated savings later.

", "DataType": "EnergyAuditV1", "SchemaVersion": 1, "SubmitLabel": "Save Audit", "SuccessMessage": "Audit saved. You can return later to update estimates or mark actions complete.", "Fields": [ { "Key": "audit_date", "Label": "Audit date", "FieldType": "text", "Required": true, "HelpText": "YYYY-MM-DD" }, { "Key": "auditor_name", "Label": "Auditor name", "FieldType": "text", "Required": true }, { "Key": "site", "Label": "Site / Plant", "FieldType": "text", "Required": true }, { "Key": "area_or_line", "Label": "Area / Line / Department", "FieldType": "text", "Required": true }, { "Key": "meters_present", "Label": "Meters and sensors present (check all that apply)", "FieldType": "checkbox", "Options": [ { "Value": "electricity", "Label": "Electricity (main/feeds)" }, { "Value": "interval_electricity", "Label": "Interval electricity meters (sub-meters)" }, { "Value": "gas", "Label": "Gas" }, { "Value": "steam", "Label": "Steam" }, { "Value": "compressed_air", "Label": "Compressed air flow/pressure" }, { "Value": "water", "Label": "Water" }, { "Value": "chilled_water", "Label": "Chilled water" } ], "HelpText": "Identify whether the site already has meters or sensors that can verify improvements." }, { "Key": "metering_map", "Label": "Metering map / notes (locations and meter IDs)", "FieldType": "textarea", "Required": false, "HelpText": "Describe where main and sub meters are located, which circuits they cover, and any obvious gaps. e.g. 'Main electric near substation; sub-meters on line A (panel 3), compressors (meter ID XYZ).'" }, { "Key": "peak_usage_hours", "Label": "Typical peak usage hours", "FieldType": "text", "HelpText": "Describe hours or shifts when demand peaks (e.g. '08:00–10:00, 14:00–16:00, night shift 22:00–02:00'). If unknown, write 'unknown'." }, { "Key": "process_hotspots", "Label": "Process hotspots (machines/areas using most energy)", "FieldType": "textarea", "HelpText": "List specific processes, machines, or makeup air units that seem to consume large amounts of energy or run continuously. Include rough runtime and why they're high-use." }, { "Key": "compressed_air_leak_check", "Label": "Compressed air leak suspected?", "FieldType": "yesno", "HelpText": "Answer based on visible leaks, hissing, or history of high compressor runtime." }, { "Key": "compressed_air_pressure_psi", "Label": "Measured system pressure (psi)", "FieldType": "number", "HelpText": "Optional — record typical operating pressure." }, { "Key": "estimated_air_leak_cfm", "Label": "Estimated leak loss (CFM)", "FieldType": "number", "HelpText": "Optional — conservative estimate. Useful to approximate cost of leaks." }, { "Key": "motor_count", "Label": "Approximate number of motors in this area", "FieldType": "number", "HelpText": "Include all driven motors (pumps, fans, conveyors, compressors)." }, { "Key": "motors_vsd_coverage", "Label": "Variable speed drive (VSD) coverage for motors", "FieldType": "select", "Options": [ { "Value": "none", "Label": "None" }, { "Value": "some", "Label": "Some motors have VSDs" }, { "Value": "most", "Label": "Most motors have VSDs" } ], "HelpText": "VSDs can be a quick win when applied to fans, pumps and conveyors with variable load." }, { "Key": "motor_baseline_hours_per_day", "Label": "Typical motor runtime (hours/day, average)", "FieldType": "number", "HelpText": "A baseline helps estimate savings from shutdowns or controls." }, { "Key": "lighting_percent_led", "Label": "Percent of lighting converted to LED (%)", "FieldType": "number", "HelpText": "Estimate what proportion of fixtures in this area is LED." }, { "Key": "lighting_hours_per_day", "Label": "Typical lighting hours per day", "FieldType": "number", "HelpText": "Used to estimate savings from controls and LED conversions." }, { "Key": "quickwin_setpoint_scheduling_selected", "Label": "Quick win — HVAC/Process setpoint scheduling (selected)", "FieldType": "yesno", "HelpText": "Adjusting setpoints or scheduling equipment to avoid unnecessary runtime." }, { "Key": "quickwin_setpoint_scheduling_estimated_monthly_kwh", "Label": "Estimated monthly kWh savings — setpoint/scheduling", "FieldType": "number", "HelpText": "Rough estimate, leave blank if unknown." }, { "Key": "quickwin_setpoint_scheduling_owner", "Label": "Owner — setpoint/scheduling", "FieldType": "text", "HelpText": "Person or role responsible for follow-up." }, { "Key": "quickwin_idle_shutdown_selected", "Label": "Quick win — idle shutdown / simple automation (selected)", "FieldType": "yesno", "HelpText": "Shutting equipment when idle or adding simple timers/controls." }, { "Key": "quickwin_idle_shutdown_estimated_monthly_kwh", "Label": "Estimated monthly kWh savings — idle shutdown", "FieldType": "number" }, { "Key": "quickwin_idle_shutdown_owner", "Label": "Owner — idle shutdown", "FieldType": "text" }, { "Key": "quickwin_lighting_conversion_selected", "Label": "Quick win — lighting LED / controls (selected)", "FieldType": "yesno" }, { "Key": "quickwin_lighting_conversion_estimated_monthly_kwh", "Label": "Estimated monthly kWh savings — lighting", "FieldType": "number" }, { "Key": "quickwin_lighting_conversion_owner", "Label": "Owner — lighting", "FieldType": "text" }, { "Key": "quickwin_compressed_air_repair_selected", "Label": "Quick win — compressed air leak repair / controls (selected)", "FieldType": "yesno" }, { "Key": "quickwin_compressed_air_repair_estimated_monthly_kwh", "Label": "Estimated monthly equivalent kWh (or $) savings — compressed air", "FieldType": "number", "HelpText": "If you prefer, estimate monthly $ savings instead and note currency in the notes field." }, { "Key": "quickwin_compressed_air_repair_owner", "Label": "Owner — compressed air", "FieldType": "text" }, { "Key": "quickwin_motor_vfd_retrofit_selected", "Label": "Quick win — motor VSD / control improvements (selected)", "FieldType": "yesno" }, { "Key": "quickwin_motor_vfd_retrofit_estimated_monthly_kwh", "Label": "Estimated monthly kWh savings — motor VSD", "FieldType": "number" }, { "Key": "quickwin_motor_vfd_retrofit_owner", "Label": "Owner — motor VSD", "FieldType": "text" }, { "Key": "quickwin_controls_tuning_selected", "Label": "Quick win — controls tuning / PLC logic cleanup (selected)", "FieldType": "yesno" }, { "Key": "quickwin_controls_tuning_estimated_monthly_kwh", "Label": "Estimated monthly kWh savings — controls tuning", "FieldType": "number" }, { "Key": "quickwin_controls_tuning_owner", "Label": "Owner — controls tuning", "FieldType": "text" }, { "Key": "quickwin_other_description", "Label": "Other candidate quick win (describe)", "FieldType": "textarea", "HelpText": "Describe any other obvious opportunity not captured above." }, { "Key": "quickwin_other_estimated_monthly_kwh", "Label": "Estimated monthly kWh savings — other", "FieldType": "number" }, { "Key": "quickwin_other_owner", "Label": "Owner — other", "FieldType": "text" }, { "Key": "overall_estimated_monthly_kwh", "Label": "Overall estimated monthly kWh savings (sum of above, optional)", "FieldType": "number", "HelpText": "Helpful for quick prioritization; refine later with metered verification." }, { "Key": "verification_plan", "Label": "Verification plan and next steps", "FieldType": "textarea", "HelpText": "Who will measure/verify (meter, interval data, sub-meter, clamp meter), expected timeline, and required approvals or small capital." }, { "Key": "notes_and_risks", "Label": "Notes, constraints, or risks", "FieldType": "textarea", "HelpText": "Record anything that may prevent implementation or require engineering input (safety, permitting, production constraints)." } ] }