Audit Report Template 37

Project Name: U.S.
Consulate, Montreal, Consul General Residence August 2015
ENERGY AND WATER AUDIT REPORT TEMPLATE
PREPARED FOR:
U.S. Mission Canada
U.S. Department of State
UNCLASSIFIED
PREPARED BY:
Contractor Company Name
Contractor Address
DATE:
REPORT PHASE: (FINAL/DRAFT)
Project Name: U.S. Consulate, Montreal, Consul General Residence August 2015
This page is intentionally blank.
Energy and Water Audit Report Template

September 2014
Page ii
NOTICE
This report was prepared as an account of work sponsored by an agency of the United States
government. Neither the United States government nor any agency thereof, nor any of their
employees, makes any warranty, express or implied, or assumes any legal liability or responsibility
for the accuracy, completeness, or usefulness of any information, apparatus, product, or process
disclosed, or represents that its use would not infringe privately owned rights. Reference herein to
any specific commercial product, process, or service by trade name, trademark, manufacturer, or
otherwise does not necessarily constitute or imply its endorsement, recommendation, or favoring by
the United States government or any agency thereof. The views and opinions of authors expressed
herein do not necessarily state or reflect those of the United States government or any agency thereof.
Team Members
Provide the contact information for each of the key personnel involved in this project. Include
project managers, facility managers, and site assessment team members.
DEPARTMENT OF STATE: BUREAU OF OVERSEAS BUILDINGS OPERATIONS
Mr. Walter O’Banion
Facility Manager Canada
613-688-5247
o’banionwr@state.gov
DEPARTMENT OF STATE: FOREIGN SERVICE AT POST
Mr. Mark Atkisson
Contracting Officer
514-908-3737
atkissonmm@state.gov
CONTRACTOR
Name
Title/Role
Phone
E-mail

September 2014
Page iv
TABLE OF CONTENTS
Executive Summary.........................................................................................................................1
Project Context Review...................................................................................................................6
Climate Assessment.....................................................................................................................6
Environmental Issues Assessment................................................................................................8
Sustainability History and Vision.................................................................................................8
Building and Site Information......................................................................................................8
Utility Use Analysis.......................................................................................................................12
Utility Benchmarking.................................................................................................................13
Energy Use Analysis..................................................................................................................14
ASHRAE Level II Audit:...........................................................................................................16
Energy Conservation Measures..................................................................................................18
Water Use Analysis....................................................................................................................23
ASHRAE Level II Audit:...........................................................................................................25
Water Conservation Measures....................................................................................................25
Renewable Energy Use and Recommendations.........................................................................28
Appendix A: Detailed Climate Data................................................................................................1
Appendix B: TREES Report Card...................................................................................................3
Appendix C: General Building Data from Output Tool Set............................................................4
Appendix D: Photovoltaic Feasibility Guidance.............................................................................6
Appendix E: Wind Feasibility Guidance.........................................................................................8
Appendix F: Summary of Recommendations................................................................................11
Appendix G: Translated Utility Bill..............................................................................................12
Appendix H: Glossary of Acronyms..............................................................................................14

September 2014
Page v
HOW TO USE THIS TEMPLATE

Follow the guidance provided for the appropriate deliverable as indicated by the subheadings.
Replace text and tables included in this template with project-specific information. Tasks
covered within this template are:
 Meter Assessment
 Utility Data Gathering
 American Society for Heating, Refrigeration and Air Conditioning (ASHRAE) Level I
Audit for energy and water
 ASHRAE Level II Audit for energy and water
Each project will be provided with an Exhibit A: Project Description to accompany the
Statement of Work (SOW), completed by Post, which indicates which of the above tasks are
included within the contractor’s scope of work.
Within the report, ensure that the following recommendations and measures are identified. To
aid in categorization, a description of each reocmmendation/measure has been provided below.
 Operations and Maintenance Recommendations: Items that can be completed with
little or no cost implications. These can be considered best management practices that, if
adopted, would improve the facility’s performance.
 Field Observed Deficiencies: Items that should be corrected as soon as possible. These
are items related to safety, operational requirements, or Department standard operating
procedures.
 Meter Assessment Recommendations: Items that would improve the usefulness of the
extensive metering network installed at the Post and bring the Post into full compliance
with OBO’s Facility Meter Application Guideline.
 Energy Conservation Measures: Recommended projects that should be implemented to
improve the energy efficiency of the Post. Recommended low cost/no cost measures
should be implemented by the post as an expense item. Medium and high cost items
should be entered into the Department’s project management platform for approval and
funding.
 Water Conservation Measures: Recommended projects that should be implemented to
improve the water efficiency of the Post. Recommended low cost/no cost measures
should be implemented by the post as an expense item. Medium and high cost items
should be entered into the Department’s project management platform for approval and
funding.

September 2014
Page vi
 Renewable Energy Measures: Recommended projects that should be implemented that

generate renewable energy at the post. Solar PV and wind generation may be evaluated
using the Renewable Energy Tool, provided within Exhibit C: Energy and Water Audit
Report Tool Set.
Throughout this template, guidance is indicated as specific to [ALL PROJECTS]. Where [ALL
PROJECTS] is indicated, the contractor shall complete the section as directed, for all tasks
selected in Exhibit A. Where another instruction is indicated in the format [INSTRUCTION], edit
accordingly.
Report length: In general, the main body of the report should be concise so that Post can clearly
identify key findings, recommendations, and desired or required actions. Additional or detailed
information should be included in the appropriate Appendix.
Header/Footer: The report title shall be included on each page in addition to identifying the
Department (OBO), date, and page number in a typical header/footer.
Section headings and subheadings: All reports shall maintain the section headings and
subheadings as listed below.
 Executive Summary
 Project Context Review
o Climate Assessment
o Environmental Issues Assessment
o Sustainability History and Vision
o Building and Site Information
 Meter Assessment
 Water and Energy Analysis
o Utility Analysis
o Utility Benchmarking
o Energy and Water Conservation Measures
Where there is no information for a section, indicate ‘No information is available at this time’
with a brief explanation. If the section relates to a task (e.g. ASHRAE Level II Audit) that is not
indicated in Exhibit A, indicate ‘Section not required per the Scope of Work’ and maintain the
section numbering.
Content: Provide information under the headings and subheadings listed in the template for each
deliverable, where applicable.
 Follow the guidelines that identify the information to be presented within each section.
 Note that, whether or not Post self-performs Utility Data Gathering or Meter Assessment,
the contractor is responsible for including that information in this report.
 Guidelines also apply to ASHRAE Level II Audits when they are included in the SOW.

September 2014
Page vii
 Each facility identified in the SOW Exhibit A: Project Description shall be addressed
individually in the report, as necessary, within the submission for Post.
 Retain any information that does not change from one deliverable to the next.
Examples: The examples shown are required elements of the report. Additional graphics or text
may be appropriate to include in the main report; however, in general, supplemental analysis or
detail should be included in the appendices.
Appendices: Auditors may determine the bulk of the content of the Appendices; however,
ensure that the basic information indicated in each section is included, and that the Appendix
order is maintained. Appendices may include meeting minutes, data tables, supporting
documents, photographs not otherwise included, and other documentation as required. Detailed
modeling results must be provided in the Appendices when requested by the Department via the
SOW.
Tool Set: This Energy and Water Audit Report Template shall be accompanied by a completed
version of Exhibit C: Energy and Water Audit Report Tool Set (‘Tool Set’), which contains
format and desired content for tables as indicated, in addition to a conservation measure
evaluation table. Auditors may perform analysis in any qualified tool, but must include the
results in the specified Microsoft Excel file. Auditors must retain the structure and reportable
elements in each table of the Tool. A copy of the detailed table as an editable excel file must be
included with each submittal.
NOTE THAT TABLES INCLUDED IN THIS TEMPLATE

CONTAIN SAMPLE DATA ONLY
 If printing this template, please make sure the printer is set to black and white.

September 2014
Page viii
EXECUTIVE SUMMARY
Provide an executive summary that is a few pages in length based upon the following outline.
The summary shall contain an overview of each section of the report including key findings,
conclusions, and recommendations. Locate detailed analysis, narratives, and charts in later
sections of the report or Appendices, as noted.
[ALL PROJECTS]
 Indicate each assessment that is included in the report (for example, ‘Utility Data
Gathering, a Meter Assessment, and an ASHRAE Level II Audit were conducted at the
United States Embassy Nepal, Kathmandu.’)
 Provide an onsite timeline, similar to the example shown in Exhibit E: Project and On-
site Schedules, which displays a schedule of assessment activities.
 In one or two paragraphs, include a site overview section that addresses primary issues in
the host country and region, and the buildings assessed.
 Provide one to two paragraphs summarizing the significant findings of the audit and
proposed next steps to implement recommendations.
o Include an ‘Immediate Actions’ paragraph that highlights Field Observed
Deficiencies or any imminent problems or observations such as life safety or
health issues, or plumbing leaks, which may be out of the scope of the audit, but
were observed by the contractor.
o Identify Operations and Maintenance Recommendations related to building
system issues and opportunities that need immediate attention and process or
procedural changes that will result in improved operations.
o Briefly summarize recommended Energy Conservation Measures (ECMs), Water
Conservation Measures (WCMs), and Renewable Energy Measures (REMs) in
the following format: “This audit identified:
 No- and low-cost energy and water conservation measures that could
result in xx% energy savings at a cost of $yy with a payback of zz years
and xx% water savings at a cost of $yy with a payback of zz years.
 Medium-cost measures that could result in xx% energy savings at a cost of
$yy with a payback of zz years and xx% water savings at a cost of $yy
with a payback of zz years.
 High-cost measures that could result in xx% energy savings at a cost of
$yy with a payback of zz years and xx% water savings at a cost of $yy
with a payback of zz years.”
 Provide an energy usage overview, indicating total annual consumption and cost by
utility type.

Version: September 2014
Page 9 of 28
o Use the utility performance table provided in the Tool Set. An example is
provided below.
Annual
Utility Type Units (kWh, m3) Annual Cost ($)
Consumption
Electricity 1,459,354 kWh $136,354
Na tura l Ga s 8,945,293 m3 $64,098
Dies el Oi l N/A N/A N/A
Chil led Wa ter 45,920,293 MJ $65,293
Dis tri ct Stea m 29,482,053 MJ $42,930
Other Energy (i ndi ca te type)
Pota ble Wa ter 345,029,492 kl $34,205
Other Wa ter (i ndica te type)
Annual Cost ($)
Electricity Natural Gas

$42 $34,2 $13 Diesel Oil Chilled Water
,93 05 6,3
0 District Steam Other Energy
54 (indicate type)
Potable Water Other Water
$65 (indicate type)
,29 $64,0
3 98
o Provide a summary of recommendations table, organized by the assessment

component, which synthesizes recommendations based on the findings of the
assessment. Using the cost summary and ECM summary tables provided in the

Page 10 of 28
Tool Set, quantify energy, water, and cost savings of recommendations. Some
examples have been provided below.

Page 11 of 28
Low-and no-cost Medium-cost High-cost
Net Annual Savings (US$) $80,407 $111,427 $204,628
First Costs (US$) $843,861 $705,156 $1,314,441
FINANCIAL
Simple Payback (yrs) 10 6 6
(ENERGY ONLY)
Financial Payback (yrs) 9 6 6
Net Present Value (NPV) (US$) $14,248,631 $20,352,402 $37,016,653
ENERGY Total (MWh/yr) 546,169 341,829 969,829
o Include both text and icons which identify the magnitude of benefit; time to
conceive, plan, and implement; and cost investment. Model the organization
strategies of the Guide to Green Embassies: Eco-Diplomacy in Operation.
o Do not include a comprehensive list of all conservation measures assessed in the
Executive Summary. Detail should be provided in the following sections, in an
Appendix, or as an attachment in the form of the Life Cycle Cost Analysis
(LCCA) Tool (located within the Tool Set).

Page 12 of 28
Strategy classifications as shown in the User Guidance section of the Guide to Green Embassies:
Eco-Diplomacy in Operation.

Page 13 of 28
PROJECT CONTEXT REVIEW

This background section length should be commensurate with the size and complexity of the
building/Post. Unless indicated below, locate detailed analysis, narratives, and charts in
Appendices.
Climate Assessment
[ALL PROJECTS]
 Use the most current version of Climate Consultant to perform a climate analysis, to
ensure consistency of graphic content and presentation in project reports. Climate
Consultant is freeware that can be downloaded from: http://www.energy-design-
tools.aud.ucla.edu/
o From the Climate Consultant website 2013: “All our Energy Design Tools are
fast, easy to use, highly graphic, and free. Each has a built in demonstration. Each
has an automatic INSTALL routine or a READ.ME file explaining how to use it.
You are welcome to publish the output and share copies provided that the Regents
Copyright and Terms of Use remain unaltered.”
o At a minimum, perform an analysis of the following information:
 Latitude/Longitude
 Elevation Above Sea Level (identify the elevation of the main building’s
entrance)
 Heating and cooling degree days (with resultant ASHRAE climate zone)
as identified in the Tririga Real Estate Environmental Sustainability
(TREES) Utility Management system Report Card (see example in
Appendix B)
 Seismic Zone
 Annual temperature and annual temperature variance
 Wind speed, direction, and duration
 Solar angles, insolation, and radiation
 Relative humidity and dry bulb
 Annual and monthly rainfall including average duration and intensity
 Psychrometric chart
 Geography/topography/microclimate/soil conditions
o Provide a maximum two page summary of the main climate analysis results.
Include a few of the most relevant charts, including those represented by the
examples shown here. More detailed climate data should be included in the
Appendices.

Page 14 of 28
Climate analysis example from U.S. Embassy Harare, Zimbabwe (provided by Paladino):

Page 15 of 28
Environmental Issues Assessment

[ALL PROJECTS]
 Identify the environmental risks for each primary office site. Include an Appendix
describing the assumptions related to and definitions for each of the following
environmental conditions, including references and sources:
o Energy Security/Risk
o Water Scarcity/Risk
o Drought Risk
o Desertification Risk
o Aquifer Health Risk
o Aquifer Accessibility Risk
o Flood Risk (proximity to water bodies prone to flooding, storm surge, or sea level
rise and consideration of 100-year flood plain if documented)
Sustainability History and Vision
[ALL PROJECTS]
 State what Post hopes to accomplish with the assessment and which elements of
sustainability are most important.
 Discuss any energy and sustainability audits and upgrades that have been performed for
the property and the relative successes/challenges in maintaining performance of them.
Building and Site Information
[ALL PROJECTS]
 For each building assessed, complete the appropriate tables in the Tool Set:
o Characteristics - Building
o Characteristics - Shell
o Schedule - Building
o Schedule - Space
 Include systems descriptions for:
o Electrical service (including generators, fuel storage and renewable energy as
applicable)
o Heating, ventilating, air conditioning (HVAC) and refrigeration
o Lighting and lighting controls
o Controls and building automation system

Page 16 of 28
o Water supply and consumption (including wells, storage, supply piping,

treatment, filtration, domestic hot water, irrigation, cooling/process water)
o Waste water treatment (including packaged treatment plants, or constructed
wetlands if applicable)
o Fire suppression systems
o Vertical and horizontal transportation systems (including elevators and
conveyors)
 Include a section on field observed deficiencies (FOD).
 Identify any life safety deficiencies, operational requirements, or Department standard
operating procedures.
 Include a section on operations and maintenance recommendations (OMR) which can be
implemented at little to no cost and are considered best management practices.
 Include any documented findings from interviews or surveys with Post employees.
 Document any other detailed information and large or complex charts and graphical
output in the Appendix.
[IF INCLUDED IN SCOPE OF WORK, COMPLETE THE FOLLOWING SECTION]

ASHRAE LEVEL II AUDIT
 Review the mechanical and electrical system design, installed condition, maintenance
practices, and operating methods. Compare the operating parameters to the intended
design levels and indicate any deviations.

Page 17 of 28
METER ASSESSMENT
[ALL PROJECTS]
Provide results from the meter assessment using the tables in the Tool Set. Indicate
recommendations for compliance with OBO Facility Meter Application Guideline.
Whether the assessment was performed by post personnel or by the contractor, it is the
contractor’s responsibility to analyze, summarize, and include the information in this section.
If the Meter Assessment is self-performed by Post, indicate that the information presented in the
report is based upon data provided by Post.
Overview
Briefly summarize the utilities serving Post that are currently metered, and recommendations for
meeting the requirements within the OBO Facility Meter Application Guideline.
 Provide building utility metering description, including a detailed account of the building
automation system and sub-metering (where applicable).
 Complete the meter tables, for electricity, water, gas, other energy, or generator as
applicable within the Tool Set, per the example below.
METER #1
Metered Utility Electricity
Location Chancery Rm B38
Standalone or connected to BAS? Standalone
Building/area/ equipment served Chancery and Annex
Circuit Utility Bus
Make & Model GE EPM6000
Serial Number n/a
Voltage and Amperage 480V
Other characteristics Not monitored

Page 18 of 28
Results
Identify where meters need to be installed and/or upgraded to meet Facility Meter Application
Guideline. Metering Assessment Recommendations (MARs) should be categorized by utilty and
should include type, size, make and model, and location of the meters. MARs should also
identify if repairs are needed and if alternative trending data should be collected from the new
and existing meters. Provide a meter layout diagram similar to the example shown below.

Page 19 of 28
UTILITY USE ANALYSIS

[ALL PROJECTS]
Perform an on-site review of the building systems and operation and a detailed analysis of
energy and water use and opportunities for conservation. As part of the utility data gathering
task, obtain copies of utility bills to provide a better understanding of rates and charges including
demand charges, tariffs, taxes, ratchet rate, time-of-day, and power factor penalties.
Include completed tables from the Tool Set. Whether utility data gathering activities are
performed by Post or by contractor, it is the contractor’s responsibility to analyze, synthesize,
and summarize the information in this report.
If Utility Data Gathering is self-performed by Post, indicate that the information presented in the
report is based upon data provided by Post.
 Utility Data Gathering Review and provide an analysis of the following:
o At least 12 months of building and site utility consumption and cost data,
preferably for the most recent 12 months preceding the assessment. Review up to
36 months of data.
o Lump sum utility data for the facilities identified in Statement of Work (SOW),
Exhibit A: Project Description from 2007 to present, as available
o TREES Utility Management System Report Card(s), if available.
 Provide the following information:
o Completed Metered Data tables for each utility within the Utility Analysis Tool,
provided within Tool Set.
o For buildings where utility data is available in TREES, the TREES Utility
Management System Report Card(s) in Appendix B.
o A sample of each utility bill with noted translations, as shown in Appendix G.
 Include a summary of the utility rate structure for each primary utility type. Include all
relevant components, such as demand and use charges, power factor charts, taxes, peak
rates, and other relevant attributes.
 Based on the analysis of the utility data, provide a brief summary of the facilities' relative
performance, potential opportunities for improvement and cost savings, and
recommended further investigation.

Page 20 of 28
Utility Benchmarking
[ALL PROJECTS]
 Perform benchmarking of the building to compare it to similar building types. Indicate
the energy use index (EUI) of the building and compare it to the EUI of similar buildings.
For all posts note the fraction of current costs that would be saved if the energy index
were brought to the target or benchmark level.
o For posts that utilize the TREES Utility Management System, use the
benchmarking performed in the TREES Report Card. Include the Ranking of
Buildings graph, as shown in the example below.
o For posts that do not have utility data in the TREES Utility Management System,
ensure that the benchmarking includes the source, size and date of the sample
used in comparison. Provide a building benchmarking analysis table.


Page 21 of 28
Benchmarking example from U.S. Embassy Kathmandu, Nepal (provided by Paladino):
Table: Comparison with Similar Buildings

Occupant EUI (Site) Cost
Year Density Weekly Op Energy
Building kBTU/sq. $/sq.
Built Hours Star Rating
Sq. ft./FTE ft./yr ft./yr.
A 1991 654 74 62 $2.37 82

B 1999 459 72 66 $2.48 84
C 1991 509 56 66 $3.29 79
Chancery 2007 287 61 71 $2.72 82
 Complete an ENERGY STAR evaluation of each building identified in the SOW’s

Exhibit A: Project Description to establish a baseline. Provide the utility information in
format that can be entered into the ENERGY STAR Portfolio Manager database.
Energy Use Analysis

[ALL PROJECTS]
 Include a completed energy cost and consumption by fuel type table from the Tool Set
for the latest year and the preceding two years (if available). An example is provided
below.
Annual Energy Annual Cost

Year Units
Consumption (kWh) ($)
2013 1,459,354 kWh 165,350
2012 1,459,354 kWh 165,350
2011 1,459,354 kWh 165,350

Page 22 of 28
Annual Energy Consumption (kWh)

1,600,000
1,400,000
1,200,000
1,000,000
800,000
600,000
400,000
200,000
-
2013 2012 2011
 Provide a monthly energy usage graph for each primary fuel type, such as the example
below.
Monthly Energy Use (kWh)

560,000
540,000
520,000
500,000
480,000
460,000
kWh
440,000
420,000
400,000
4 4 4 4 4 3 3 3 3 3 3 3
2 01 201 201 201 201 201 201 201 201 201 201 201
/ / / / / / / / / / / /
25 /25 /25 /25 /25 /25 /25 /25 /25 /25 /25 /25
5/ 4 3 2 1 1 2 1 1 1 0 9 8 7 6

Page 23 of 28
 Include a completed energy use breakdown by major end uses table from the Tool Set.
An example is provided below.
Annual Cost ($)
$6
5,2 $42,930 $34,205 Electricity Natural Gas
$6 93 Diesel Oil Chilled Water
4,0 District Steam Other Energy
98 (indicate type)
Potable Water Other Water (indicate
$1,00 type)
0,000
 Quantify potential savings from changing to a different utility price structure

 Discuss irregularities found in the monthly energy use patterns, with suggestions about
their possible causes.
ASHRAE Level II Audit:
 Include a breakdown of the total annual energy use into end-use components as
illustrated in the 2011 ASHRAE Handbook-Application, Chapter 34, Figure 4, or as
shown in the section “Energy Analysis Summary and Recommendations”. Provide a
graph from the Tool Set, as shown in the example below.
End Use by Percentage
3
7 %7% Heating Cooling
% Plug Loads Domestic Water
4
% Heating
6 32% Kitchen Cooking Laundry
% Equipment
Swimming Pool Other (describe)
18%
24%

Page 24 of 28
 Create an energy profile curve for each building by combining the energy use with
historical weather data. Organizing the months from coldest to warmest using heating and
cooling degree days uncovers what parts of the load are associated with heating, cooling
and base conditions.
Energy Load Profile Curve example from U.S. Embassy Sofia, Bulgaria (provided by Paladino):

Page 25 of 28
Energy Conservation Measures

[ALL PROJECTS]
 Provide a summary of the process used to identify the ECMs.
 Evaluate ECMs in the following categories:
o Passive Design
o Lighting
o HVAC
o Renewable Energy (RE)
o Water
o Schedule Changes
o Plug Loads
o Process Loads
o Wastewater
 Provide a budget analysis of each potential ECM and include these in the LCCA table.
 The auditor must assess, at minimum, the following measures:
o Lighting (fixture/lamp/controls) upgrade
o Adjustment of HVAC Building Automation System (BAS) set points/sensors
o HVAC system balancing
o Adjustment of temperature set points
o Motors with variable frequency drive (VFD) Controllers
o Pool cover installation
o Reduced use of desktop printers/copiers
 Summarize ECMs, organized from no-/low- to medium- and high-cost items, along with
the predicted savings for and cost to implement these improvements. An example has
been provided on the following page.
o The measures shall be identified and described for both technical and non-
technical readers.
o Provide rationale for decisions on which measures are recommended, as well as
justification based on the following: implementation cost, consumption savings,
operations and maintenance savings, and general industry best practice.
o Include a list of post-deferred maintenance items.
 The list shall include equipment that is obsolete or that has not been
properly maintained due to deferred maintenance. Include the estimates
for replacement and/or repair in the LCCA table.

Page 26 of 28
o Indicate any systems recommended for commissioning or measurement and

verification.
 The list shall include equipment that should remain in each facility and
requires re-commissioning or retro-commissioning. The recommendations
shall also identify the level of effort required to complete the
commissioning recommended.
 Briefly discuss the value of performing measurement and verification in
association with commissioning activities.
o Include recommendations for system replacement options in favor of newer
technologies (geothermal, mag-lev chillers, etc.).
 Provide a complete report on the findings including recommendations required to rectify
any deficiencies and to meet the requirements of Executive Order 13423, Energy Policy
Act (EPAct) 2005 and Energy Independence and Security Act (EISA) 2007.

Page 27 of 28

 For a Level II Audit, provide detailed ECM recommendations for all practical measures
including proposed implementation plans.
o Review this list with the facilities team prior to inclusion in the report and ensure
that they are listed in the anticipated order of implementation.
 Include the following details with each suggested measure:
o Discussion of the existing situation and why it is using excess energy
o An outline of the recommended action
o Budget analysis detailed under the ASHRAE Level I requirements
o Impacts on:
 Occupant health, comfort, and safety
 Operating and/or maintenance procedures
 Occupant service capabilities
o Any new skills required in operating staff, recommended training or hiring
o Any recommended measurement and verification methods that will be required to
determine actual effectiveness of the measure

Page 28 of 28
Energy Conservation Measure example from U.S. Embassy Tokyo, Japan (provided by Green
Building Services):

Page 29 of 28
 Summarize the potential savings for each package of measures according to the LCCA
table analysis, as shown in the example below created from the ECM summary table in
the Tool Set.
Low-and Medium-
High-cost
no-cost cost
Net Annual Savings

$80,407 $111,427 $204,628
(US$)
First Costs (US$) $843,861 $705,156 $1,314,441

FINANCIAL
(ENERGY Simple Payback (yrs) 10 6 6
ONLY)
Net Present Value $14,248,63 $20,352,40 $37,016,65

(NPV) (US$) 1 2 3
ENERGY Total (MWh/yr) 546,169 341,829 969,829
 Discuss any measures considered but felt to be impractical and the reasons for rejecting
each, along with any feasible capital-intensive measures that may require an ASHRAE
Level III analysis.
 Include detailed analysis such as calculations and charts for individual conservation
measures in an Appendix.

Page 30 of 28
Water Use Analysis

[ALL PROJECTS]
 Include a completed water cost table and/or graph from the Tool Set for the latest year
and the preceding two years (if available). Examples are shown below.
Annual Annual
Year Units
Consumption Cost ($)
2013 345,029,492 kl 34,205
2012 345,029,492 kl 34,205
2011 345,029,492 kl 34,205
Annual Potable Water Consumption (kl)

400,000,000
350,000,000
300,000,000
250,000,000
200,000,000
150,000,000
100,000,000
50,000,000
-
2013 2012 2011
 Provide a monthly water usage graph, such as the example below.

Page 31 of 28
Monthly Water Use (m3)

2500
2000
1500
1000
500
0
1 1 1 1 1 1 1 1 1 1 1 1
2 01 201 201 201 201 201 2 01 201 2 01 201 201 201
1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/
1/ 2/ 3/ 4/ 5/ 6/ 7/ 8/ 9/ 10 / 11 / 12 /
 Include a completed water use by major end uses table for the Tool Set. Provide a graph
from the Tool Set, as shown in the example below.
Annual Cost ($)

$42,930 $34,205 Cooking
$65,293 Cleaning
$64,098
Bathrooms
Drinking
Irrigation
Laundry
Swimming Pool
Other (describe)
$1,000,000
 Quantify potential savings from changing to a different utility price structure.

 Discuss irregularities found in the monthly water use patterns, with suggestions about
their possible causes.

Page 32 of 28

 Include a breakdown of the total annual water use into end-use components. An example
from the Tool Set has been shown below.
End Use by Percentage

Cooking
7%
Cleaning
3% 7%
Bathrooms
4%
32% Drinking
Irrigation
6% Laundry
Swimming Pool
Other (describe)
18%
24%
Water Conservation Measures

[ALL PROJECTS]
 Evaluate WCMs, provide a budget analysis of each potential WCM, and include these in
the LCCA table.
o The auditor must assess, at minimum, the installation of low- and no-flow water
fixtures. The assessment must include potential water supply, treatment and
disposal cost savings and maintenance cost savings.
 Summarize WCMs, organized from no- and low- to medium- and high-cost items, along
with the predicted savings for and cost to implement these improvements. An example,
generated from the WCM summary table of the Tool Set, is shown below.

Page 33 of 28
Low-and no-cost Medium-cost High-cost
First Costs (US$) $157,978 $157,978 $157,978

FINANCIAL
Simple Payback (yrs) 7 7 7
(WATER ONLY)
Net Present Value (NPV) (US$) $158,252,738 $158,253,175 $158,253,175
WATER Total Savings (m3/yr) 29,353 29,404 29,404
o The measures shall be identified and described for both technical and non-
technical readers.
o Provide rationale for decisions on which measures are recommended, as well as
justification based on the following: implementation cost, consumption savings,
operations and maintenance savings, and general industry best practice.
o Include a list of post-deferred maintenance items.
 The list shall include equipment that is obsolete or that has not been
properly maintained due to deferred maintenance. Include the estimates
for replacement and/or repair in the LCCA table.
o Indicate any systems recommended for commissioning.
 The list shall include equipment that should remain in each facility and
requires re-commissioning or retro-commissioning. The recommendations
shall also identify the level of effort required to complete the
commissioning recommended.
o Include recommendations for system replacement options for new technologies.
 Provide a complete report on the findings including recommendations required to rectify
any deficiencies and to meet the requirements of E.O. 13423, EPAct 2005 and EISA
2007.
ASHRAE LEVEL II AUDIT:
 For a Level II Audit, provide detailed WCM recommendations for all practical measures
including proposed implementation plans.
o Review this list with the facilities team prior to inclusion in the report and ensure
that they are listed in the anticipated order of implementation.
 Include the following details with each suggested measure:

Page 34 of 28
o Discussion of the existing situation and why it is using excess energy

o An outline of the recommended action
o Budget analysis detailed under the ASHRAE Level I requirements
o Impacts on:
 Occupant health, comfort, and safety
 Operating and/or maintenance procedures
 Occupant service capabilities
o Any new skills required in operating staff, recommended training or hiring
o Any recommended measurement and verification methods that will be required to
determine actual effectiveness of the measure
Water Conservation Measure example from U.S. Embassy Kathmandu, Nepal (provided by
Paladino):
 Discuss any measures considered but felt to be impractical and the reasons for rejecting
each, along with any feasible capital-intensive measures that may require an ASHRAE
Level III analysis.
 Include detailed analysis such as calculations and charts for individual conservation
measures in an Appendix.

Page 35 of 28
Renewable Energy Use and Recommendations

[ALL PROJECTS]
 Make recommendations for RE, such as photovoltaics, solar hot water heating, or wind
power. The evaluation must, at a minimum, include the following:
o Install Solar Hot Water
o Photovoltaic Power Installation, see Appendix D for guidance
o Wind Power Installation, see Appendix E for guidance
 Optional: Refer to the feasibility calculators included in the Tool Set.
 Evaluate REMs, provide a budget analysis of each, and include these in the LCCA table.
o As part of the analysis, investigate the feasibility of selling excess power back to
the utility.
 Summarize REMs, organized from no- and low- to medium- and high-cost items, along
with the predicted savings for and cost to implement these improvements. An example,
generated from the REM summary table in the Tool Set, is shown below.
Low-and no-
Medium-cost High-cost
cost
First Costs (US$) $843,861 $705,156 $1,314,441

FINANCIAL
(RENEWABLES Simple Payback (yrs) 10 6 6
ONLY)
Net Present Value (NPV) $1,316,998,85

$844,866,088 $706,548,838
(US$) 0
RENEWABLE
Total Savings (MWh/yr) 166 968 968
ENERGY

Page 36 of 28
APPENDIX A: DETAILED CLIMATE DATA

In Appendix A, provide any additional charts not included in the main report. Include any
relevant additional studies and detailed analysis in this section.
Example from U.S. Embassy Harare, Zimbabwe (provided by Paladino):
ANNUAL TEMPERATURE RANGE FOR HARARE
 38% of the year is within a comfortable temperature range. This time is primarily within
the occupied hours (7 AM to 8 PM).
 During the winter months, some heating is needed, though it is anticipated that internal
loads within the embassy would mean that a heating system is not required (see
Abundance of Internal Loads section of this report).
 There is a small spike in cooling needs from September through November, but this time
is limited and not excessive in temperature; it is a rarity for temperatures to rise above 32º
C (90º F).

Page 37 of 28
Solar angles example from U.S. Embassy Mbabane, Swaziland (provided by H&A):

September 2014
Page A-38
APPENDIX B: TREES REPORT CARD

September 2014
Page A-39
APPENDIX C: GENERAL BUILDING DATA FROM TOOL SET
Building Name and Post
Address
Audit Date
Building Type (office,

residential, etc.)
Building Use Summary
Year of Construction
Date of Last Major Renovation
Gross Floor Area (m2)
Conditioned Area (m2)
Number of Floors
Design Occupancy (FTE)
Typical Building Schedule

Summary (business hours,
continuous, seasonal, 24/7,
etc.)
Interval Data Available (Y/N)
General Lighting Description
Plumbing Fixtures Description
Power Service and Distribution

Description
Mechanical System
Description

September 2014
Page A-40
Controls and Building

Automation Description
Water Supply
Wastewater Treatment
Fire Suppression Systems
Vertical and Horizontal

Transportation Systems
Notes

September 2014
Page A-41
APPENDIX D: PHOTOVOLTAIC FEASIBILITY GUIDANCE

The Contractor shall provide a PV evaluation for each site. Refer to the Output Tool Set for an
optional feasibility calculator provided by OBO. The evaluation shall include: online data
gathering, risk and resources evaluation, and documentation of the assessment.
 Provide a few paragraphs discussing the viability of PV development on site. Describe
relative benefits and drawbacks and the potential payback.
 Identify PV parameters collected on-site and data gathered on-line.
 Determine the amount of site and roof area required for a PV installation, and determine
potential locations at Post.
o Include a current aerial photograph (from Google Earth or equal) of the existing
site and a dated site plan provided by OBO.
o Briefly describe opportunities and constraints that may influence available site
and roof areas.
o Identify potential locations for PV considering possible fall radius on the site
plan.
o Identify total renewable generation capacity, and order-of-magnitude costs and
utility savings of roof or site location options.
o Provide a conceptual sketch of potential equipment locations on the site, similar
to example shown below. If a solar assessment is performed along with a wind
assessment, provide one sketch with the proposed potential locations of both PV
and wind turbine(s).
 Provide a one line diagram that identifies the major components of the system.
 Provide a simple cost assessment and simple payback for the most likely system to be
installed determined by Post.

September 2014
Page A-42
PV Feasibility example from U.S. Embassy Abidjan, Ivory Coast (provided by OBO,
reformatted by Paladino):

September 2014
Page A-43
Potential PV Locations example from U.S. Embassy Lima, Peru (provided by Paladino):

September 2014
Page A-44
APPENDIX E: WIND FEASIBILITY GUIDANCE

To evaluate the wind resources (max/average/min calculated at 30m from the ground), the
Contractor shall purchase or subscribe to a service to offer historic wind data for each site. This
service shall be equal to a 3Tier resource system. This resource will be available to the contractor
for this task order as well as future wind resource evaluation task orders. The Contractor shall
also document the hurricane or available event wind speed.
Refer to the Output Tool Set for an optional feasibility calculator provided by OBO.
 Provide a few paragraphs discussing the viability of a wind energy installation on-site,
and an associated recommendation. Describe relative benefits and drawbacks and the
potential payback.
 Identify the wind evaluation parameters.
 Determine the amount of site area required for a wind turbine, and determine potential
locations at Post.
o Include a current aerial photograph (from Google Earth or similar) of the existing
site and a dated site plan provided by OBO.
o Briefly describe opportunities and constraints that may influence available site
and roof areas.
o Identify potential locations for wind turbines considering possible fall radius on
the site plan.
o Identify total renewable generation capacity, and order-of-magnitude costs and
utility savings of roof or site location options.
o Provide a conceptual sketch of potential equipment locations on the site, similar
to example shown below. If a solar assessment is performed along with a wind
assessment, provide one sketch with the proposed potential locations of both PV
and wind turbine(s).
 Provide a simple cost assessment and simple payback for the most likely system to be
installed determined by Post.

September 2014
Page A-45
Wind Feasibility example (provided by OBO, formatted by Paladino):
Potential Wind Turbine Location example from U.S. Embassy Maputo, Mozambique (provided
by OBO):

September 2014
Page A-46
APPENDIX F: SUMMARY OF RECOMMENDATIONS
Recommendation Benefit Time Investment
ECM#1 – BASOptimizations
ASHRAE Level I&II Audit
ECM#2 - Upgrade site

lighting to LEDs
ECM#3 - Install solar

thermal hot water panels
ECM#4 - Install solar PV

arrayover parking lot with
smaller generator
ECM#5- Rainwater
harvesting for rawwater use
Implement Sustainable
Purchasing Policy
LEED EB:OM
Implement Green Cleaning

Policy
Conduct Ventilation Testing

September 2014
Page A-47
APPENDIX G: TRANSLATED UTILITY BILL

Electricity bill from U.S. Embassy in Lima (provided by Paladino):

September 2014
Page A-48

September 2014
Page A-49

September 2014
Page A-50
APPENDIX H: GLOSSARY OF ACRONYMS

ASHRAE American Society of Heating, Refrigerating and Air-Conditioning
Engineers
BAS Building Automation System
Btu British Thermal Unit
CDD Cooling Degree Day
DE Design and Engineering
DHW Domestic Hot Water
DOE Department of Energy
EE Energy Efficiency
EER Energy Efficiency Ratio
ECM Energy Conservation Measure
EFCOG Energy Facility Contractors Group
EO Executive Order
ESPC Energy Savings Performance Contract
FOD Field Observed Deficiency
GPF Gallons per Flush
GPM Gallons per Minute
HDD Heating Degree Day
HVAC Heating, Ventilation and Air-Conditioning
IFMA International Facilities Management Association
IMI International Maintenance Institute
IPLV Integrated Part Load Value
kW 1 thousand Watts
kWh 1 thousand Watt Hours
MAR Meter Assessment Recommendation
MMBtu 1 million British Thermal Units
NPLV Nominal Part Load Value
O&M Operations and Maintenance
OA Outdoor Air
OBO Overseas Building Operations
OMR Operations and Maintenance Recommendation

September 2014
Page A-51
PDCS Program Development, Coordination and Support

ppm Parts Per Million
RE Renewable Energy
REM Renewable Energy Measure
RH Relative Humidity
VAV Variable Air Volume
WCM Water Conservation Measure

September 2014
Page A-52

Audit Report Template 37

Uploaded by

Copyright:

Available Formats

Audit Report Template 37

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Audit Report Template 37

Uploaded by

Copyright:

Available Formats

Project Name: U.S.

Consulate, Montreal, Consul General Residence August 2015

ENERGY AND WATER AUDIT REPORT TEMPLATE

This page is intentionally blank.

Energy and Water Audit Report Template

Energy and Water Audit Report Template

Energy and Water Audit Report Template

HOW TO USE THIS TEMPLATE

Energy and Water Audit Report Template

 Renewable Energy Measures: Recommended projects that should be implemented that

Energy and Water Audit Report Template

NOTE THAT TABLES INCLUDED IN THIS TEMPLATE

Energy and Water Audit Report Template

Energy and Water Audit Report Template

Electricity 1,459,354 kWh $136,354

Na tura l Ga s 8,945,293 m3 $64,098

Dies el Oi l N/A N/A N/A

Chil led Wa ter 45,920,293 MJ $65,293

Dis tri ct Stea m 29,482,053 MJ $42,930

Other Energy (i ndi ca te type)

Pota ble Wa ter 345,029,492 kl $34,205

Other Wa ter (i ndica te type)

Annual Cost ($)

Electricity Natural Gas

o Provide a summary of recommendations table, organized by the assessment

Energy and Water Audit Report Template

Energy and Water Audit Report Template

Low-and no-cost Medium-cost High-cost

Net Annual Savings (US$) $80,407 $111,427 $204,628

First Costs (US$) $843,861 $705,156 $1,314,441

Financial Payback (yrs) 9 6 6

Net Present Value (NPV) (US$) $14,248,631 $20,352,402 $37,016,653

ENERGY Total (MWh/yr) 546,169 341,829 969,829

Energy and Water Audit Report Template

Energy and Water Audit Report Template

PROJECT CONTEXT REVIEW

Energy and Water Audit Report Template

Energy and Water Audit Report Template

Environmental Issues Assessment

Energy and Water Audit Report Template

o Water supply and consumption (including wells, storage, supply piping,

[IF INCLUDED IN SCOPE OF WORK, COMPLETE THE FOLLOWING SECTION]

Energy and Water Audit Report Template

Metered Utility Electricity

Location Chancery Rm B38

Standalone or connected to BAS? Standalone

Building/area/ equipment served Chancery and Annex

Circuit Utility Bus

Make & Model GE EPM6000

Serial Number n/a

Voltage and Amperage 480V

Other characteristics Not monitored

Energy and Water Audit Report Template

Energy and Water Audit Report Template

UTILITY USE ANALYSIS

Energy and Water Audit Report Template

Energy and Water Audit Report Template

Benchmarking example from U.S. Embassy Kathmandu, Nepal (provided by Paladino):

Table: Comparison with Similar Buildings