Energy Auditing Course

Lesson 1 • Energy Audit Planning and Scoping

Introduces pre-audit data requests, site visit scheduling, and resource estimation. Provides a repeatable planning process that reduces on-site surprises.

Lesson 2 • Types and Levels of Energy Audits

Distinguishes walkthrough, detailed, and investment-grade audits by scope, cost, and deliverable depth. Enables auditors to match audit level to client needs and budget.

Lesson 3 • Energy Fundamentals for Auditors

Covers energy units, conversion factors, and demand vs. consumption distinctions essential for audit calculations. Establishes the quantitative language used throughout the course.

Lesson 4 • Roles and Responsibilities of an Auditor

Defines auditor competencies, ethical obligations, and client relationship boundaries. Prepares students to operate professionally within audit engagements.

Lesson 1 • Data Quality and Validation

Provides methods for detecting missing, erroneous, or inconsistent data before analysis begins. Clean data prevents compounding errors in energy calculations and recommendations.

Lesson 2 • Occupancy and Operational Data Collection

Addresses gathering schedules, occupancy counts, and production data that drive energy use patterns. Operational context is critical for accurate normalisation and benchmarking.

Lesson 3 • On-Site Measurement Instruments

Introduces clamp meters, power analysers, data loggers, and combustion analysers used during site surveys. Students learn instrument selection, calibration checks, and safe operation.

Lesson 4 • Utility Bill Analysis

Teaches extraction of consumption, demand, and rate structure data from utility invoices. Accurate bill analysis anchors all subsequent baseline calculations.

Lesson 1 • Weather and Production Normalisation

Applies heating and cooling degree-day adjustments and production normalisation to remove non-controllable variables. Normalised data enables fair year-over-year and peer comparisons.

Lesson 2 • Baseline Adjustment for Significant Changes

Covers retroactive baseline adjustments triggered by major operational, structural, or equipment changes. Proper adjustments maintain baseline integrity across the audit lifecycle.

Lesson 3 • Establishing an Energy Baseline

Defines baseline period selection, boundary conditions, and adjustment variables for a defensible reference point. A sound baseline is the foundation for measuring all future savings.

Lesson 4 • Energy Performance Indicators

Introduces energy use intensity, specific energy consumption, and other key performance indicators. These metrics translate raw consumption into actionable performance scores.

Lesson 1 • Ventilation and Indoor Air Quality Balance

Balances ventilation rates against energy cost, ensuring compliance with IAQ standards without over-ventilating. Demand-controlled ventilation strategies are introduced.

Lesson 2 • Building Envelope Thermal Performance

Examines insulation levels, air leakage, fenestration, and thermal bridging as drivers of heating and cooling loads. Envelope analysis quantifies heat transfer losses for retrofit prioritisation.

Lesson 3 • Heating and Cooling Load Calculations

Applies manual and software-based load calculation methods to size and evaluate HVAC equipment. Accurate loads prevent over- or under-sizing diagnoses in audit recommendations.

Lesson 4 • HVAC Equipment Efficiency Assessment

Evaluates chillers, boilers, heat pumps, and air handlers using nameplate data, field measurements, and efficiency ratings. Identifies equipment operating below rated performance.

Lesson 1 • Lighting System Audit Techniques

Measures illuminance levels, lamp efficacy, and control strategies to identify over-lit or inefficient areas. Lighting audits often yield the fastest payback of any building measure.

Lesson 2 • Compressed Air System Analysis

Identifies leaks, pressure drops, inappropriate uses, and generation inefficiencies in compressed air systems. Compressed air is one of the most expensive utilities per unit of useful work.

Lesson 3 • Industrial Process Energy Assessment

Evaluates heat treatment, drying, pumping, and other process loads for thermal and electrical efficiency opportunities. Process audits require understanding production constraints alongside energy data.

Lesson 4 • Electric Motor and Drive Systems

Assesses motor loading, efficiency class, and variable-frequency drive applicability across pump, fan, and compressor applications. Motor systems represent a major share of industrial electricity use.

Lesson 1 • Engineering Savings Estimation Methods

Applies stipulated, measured, and modelled approaches to estimate energy savings for each measure type. Method selection depends on data availability, measure complexity, and required accuracy.

Lesson 2 • Prioritising and Packaging Measures

Ranks measures by financial performance, implementation complexity, and interaction effects to build an optimal project portfolio. Packaging measures can improve overall project economics.

Lesson 3 • Capital Cost and Implementation Estimation

Develops installed cost estimates using equipment quotes, labour rates, and contingency factors. Realistic cost estimates are essential for credible financial analysis.

Lesson 4 • Energy Cost and Tariff Analysis

Translates energy savings into cost savings by applying rate structures, demand charges, and time-of-use pricing. Accurate cost modelling requires understanding all components of the utility tariff.

Lesson 1 • Savings Determination and Reporting

Calculates verified savings by comparing adjusted baseline to reporting period consumption and documenting results. Transparent reporting builds client trust and supports performance contracting.

Lesson 2 • M&V Principles and Protocol Overview

Introduces the four M&V options defined by leading international protocols and their applicability to different measure types. Understanding protocol structure is prerequisite to M&V plan design.

Lesson 3 • Designing an M&V Plan

Guides students through selecting M&V options, defining measurement boundaries, and specifying data collection requirements. A well-designed plan balances accuracy against monitoring cost.

Lesson 4 • Ongoing Monitoring and Persistence

Establishes continuous monitoring routines to detect savings degradation and operational drift over time. Persistent savings require active management beyond the initial verification period.

Lesson 1 • Communicating Findings to Stakeholders

Adapts technical content for financial, operational, and executive audiences using visuals, summaries, and narratives. Effective communication is the bridge between analysis and client action.

Lesson 2 • Financing and Incentive Identification

Surveys financing mechanisms including performance contracts, green loans, and utility incentive programmes. Matching the right financing tool to each project accelerates client decision-making.

Lesson 3 • Audit Report Structure and Content

Defines the standard sections of a professional energy audit report, from executive summary to appendices. A well-structured report guides readers from findings to recommended actions efficiently.

Lesson 4 • Implementation Roadmap Development

Builds phased implementation plans with milestones, resource requirements, and risk considerations. A credible roadmap converts audit recommendations into a manageable project plan.