Energy Monitoring & Quick Audit Checklist

{"Title":"Energy Monitoring & Quick Audit Checklist","IntroductionHtml":"

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.

","SubmitLabel":"Save Audit","SuccessMessage":"Audit saved. Use the recorded data to schedule verification and follow-up measurements.","DataType":"energyAuditQuick","SchemaVersion":"1.0","Fields":[{"FieldType":"text","Key":"site_or_plant","Label":"Site / Plant","HelpText":"Plant name or location (use consistent site name for later aggregation).","Required":true},{"FieldType":"text","Key":"area_or_line","Label":"Area / Line / Building","HelpText":"Where the audit is performed (e.g., Line 2, Paint Booth, Warehouse north).","Required":true},{"FieldType":"text","Key":"audit_date","Label":"Audit Date","HelpText":"YYYY-MM-DD or natural date text.","Required":true},{"FieldType":"text","Key":"auditor_name","Label":"Auditor Name","HelpText":"Person performing the quick audit.","Required":true},{"FieldType":"textarea","Key":"meter_mapping_summary","Label":"Meter Mapping (summary)","HelpText":"List existing meters and what they measure (main building meter, submeter for area, process meter, vendor meters). Note location, ID, and who controls it.","Required":true},{"FieldType":"checkbox","Key":"existing_meters","Label":"Which meters/loggers exist? (check all that apply)","HelpText":"Select all metering resources you can access during measurement or for later verification.","Required":false,"Options":[{"Value":"main_meter","Label":"Main utility meter"},{"Value":"area_submeter","Label":"Area/line submeter"},{"Value":"circuit_ct","Label":"Circuit-level CTs"},{"Value":"portable_logger","Label":"Portable data logger/handheld"},{"Value":"vendor_meter","Label":"Vendor/process meter"}]},{"FieldType":"number","Key":"baseline_period_days","Label":"Baseline period (days)","HelpText":"Number of days used to establish baseline (typical quick baseline: 3–14 days).","Required":true},{"FieldType":"number","Key":"baseline_kwh_per_day","Label":"Baseline energy (kWh/day)","HelpText":"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.","Required":true},{"FieldType":"number","Key":"peak_demand_kw","Label":"Baseline peak demand (kW)","HelpText":"If known; helps prioritize demand charge reductions.","Required":false},{"FieldType":"textarea","Key":"baseline_notes","Label":"Baseline Notes & Assumptions","HelpText":"Describe how baseline was measured/estimated (e.g., main meter, estimated from run hours, utility bills) and any unusual conditions during baseline.","Required":true},{"FieldType":"textarea","Key":"submetering_plan","Label":"Simple Submetering Plan","HelpText":"If further verification is needed, note where to place a temporary logger or submeter, which circuits to monitor, duration, and who will install it.","Required":false},{"FieldType":"checkbox","Key":"candidate_actions","Label":"Candidate low‑cost actions (select all relevant)","HelpText":"Common operational changes that often produce quick wins—select those you can test quickly.","Required":true,"Options":[{"Value":"lighting_schedule_timers","Label":"Add/adjust lighting schedules or timers"},{"Value":"occupancy_sensors","Label":"Install occupancy/motion sensors"},{"Value":"hvac_setpoint_adjust","Label":"Adjust HVAC setpoints / night setbacks"},{"Value":"compress_air_repair","Label":"Repair compressed air leaks or reduce pressure"},{"Value":"idle_shutdown","Label":"Implement machine idle shutdown/auto off"},{"Value":"motor_controls_vfd","Label":"Add/adjust VFDs or motor control settings"},{"Value":"insulation_sealing","Label":"Improve insulation / seal drafts"},{"Value":"plug_load_controls","Label":"Implement plug-load controls / master switches"},{"Value":"schedule_shift_changes","Label":"Reschedule processes to reduce peak demand"},{"Value":"metering_install","Label":"Install temporary submetering/logger for verification"}]},{"FieldType":"number","Key":"estimated_savings_percent","Label":"Estimated energy reduction (%)","HelpText":"Rough expected percent reduction from selected action(s). Use conservative estimate for planning. (e.g., 5 = 5%).","Required":true},{"FieldType":"number","Key":"estimated_savings_kwh_per_year","Label":"Estimated energy savings (kWh/year)","HelpText":"If you prefer entering kWh rather than percent. Leave blank if unknown. Helpful for quick ROI math.","Required":false},{"FieldType":"number","Key":"cost_per_kwh","Label":"Energy cost ($/kWh)","HelpText":"Local or utility rate (use average blended rate for the site). If unknown, estimate and record in Baseline Notes.","Required":true},{"FieldType":"number","Key":"estimated_annual_cost_savings","Label":"Estimated annual cost savings ($/year)","HelpText":"Basic formula: (estimated_kWh_saved_per_year) × (cost_per_kwh). If you entered percent instead of kWh, compute conservatively and enter result here.","Required":false},{"FieldType":"number","Key":"estimated_first_cost","Label":"Estimated first cost ($)","HelpText":"Any expected material or labor cost to implement the change. Enter 0 for no‑cost changes.","Required":false},{"FieldType":"number","Key":"simple_payback_years","Label":"Simple payback (years)","HelpText":"If known. Simple payback = first cost / annual cost savings. Leave blank if not applicable.","Required":false},{"FieldType":"select","Key":"verification_method","Label":"Preferred verification method","HelpText":"Choose how you will verify the savings once implemented.","Required":true,"Options":[{"Value":"submeter_before_after","Label":"Submeter before/after controlled test"},{"Value":"data_logger_comparison","Label":"Data logger comparison over several days"},{"Value":"main_meter_delta","Label":"Main meter delta with controlled test and baseline normalization"},{"Value":"utility_bill_analysis","Label":"Utility bill trend analysis (months)"},{"Value":"vendor_report","Label":"Vendor/engineering test report"}]},{"FieldType":"textarea","Key":"measurement_plan","Label":"Measurement & Verification Plan (short)","HelpText":"Who will measure, what will be measured, where the meter/logger will be placed, measurement duration, acceptance criteria, and how results will be recorded.","Required":true},{"FieldType":"text","Key":"owner_name","Label":"Assigned owner (name)","HelpText":"Person responsible for implementing and verifying the action.","Required":true},{"FieldType":"text","Key":"target_completion_date","Label":"Target completion date","HelpText":"Planned date to implement the change.","Required":false},{"FieldType":"yesno","Key":"follow_up_required","Label":"Follow-up required?","HelpText":"Select yes to schedule a verification check after implementation.","Required":true},{"FieldType":"text","Key":"follow_up_date","Label":"Planned follow-up / verification date","HelpText":"Date to perform the verification activity (if follow-up required).","Required":false},{"FieldType":"textarea","Key":"notes","Label":"Additional notes and observations","HelpText":"Any other details, photos (recorded elsewhere), or contextual factors that affect baseline or savings potential.","Required":false}]}