A full ASHRAE Level II energy audit with a water audit alongside it: a site visit, a systems survey, a calibrated baseline, energy and water measures with their economics, and a check against the ASHRAE 211 standard. If you already hold a third-party audit we cross-check against it; we do not copy from it.
The expert decides twice: once to confirm the baseline and the survey before measures are proposed, and once to approve the combined energy and water roadmap.
| Step | Expert | Lead agent | Building and systems surveyor | Energy modeller | Carbon and compliance | Energy measure advisor | Water efficiency advisor | Financial analyst | Report writer | Quality reviewer |
|---|---|---|---|---|---|---|---|---|---|---|
| 1. Kickoff | Share utility rates and assumptions. | Records your assumptions. | ||||||||
| 2. Site visit | Someone walks the building with the survey form. | Sends the survey out. | Sends the survey out, merges what comes back, flags conflicts. | |||||||
| 3. Baseline | Calibrated baseline. Must match your real bills. | |||||||||
| 4. Systems survey | Systems survey across eight areas. | |||||||||
| 5. Expert sign-off | Confirm the baseline, the survey, and how the building compares to its peers. | Locks the floor area and grid figures. | ||||||||
| 6. Measures | Runs energy and water advisors together. | Energy measures, costed and scheduled. | Water measures benchmarked against WaterSense. | |||||||
| 7. Expert approval | Approve the combined energy and water roadmap. | Records the approved set. | Savings for each approved measure. | |||||||
| 8. Economics and compliance | Carbon target, penalty exposure, peer benchmark. | Cashflow, NPV, IRR and payback. | ||||||||
| 9. Review and report | Receive the report. | Sends any gap back to the specialist that owns it, then delivers. | Assembles the report. | Recalculation plus the ASHRAE 211 checklist. Either failing stops the report. |
Each one has a single job. They work from shared files, hand back what they found, and never speak to you directly. Everything comes back through the lead agent.
Equipment, envelope and the systems survey, plus the site visit itself: sends the form out and merges what comes back.
Tools: resstock, comstock, building-science, document_intelligence, overture-maps, survey, brave-search
The calibrated baseline and the savings each measure delivers.
Tools: baseline, bpd, energy-star, weather, energyplus
Carbon target, grid trajectory, local penalty exposure, and how the building benchmarks against its peers.
Tools: crrem-skills, cambium, bps-compliance, bpd
Proposes, screens, costs and schedules the energy measures, including the larger capital items.
Tools: measure, costing, incentives, utility_rates, knowledge, academic
Water measures benchmarked against EPA WaterSense. This is scope we add; it is not part of ASHRAE 211 and the report says so.
Tools: measure, costing, incentives, building-science
Cashflow, NPV, IRR, payback and the effect on value.
Tools: cashflow
Assembles the report. Any extra revenue stream is shown on its own line, not folded into savings.
Tools: soapbox-agent, xlsx_templater
Two checks: an independent recalculation, and the ASHRAE Level II checklist. Either one failing stops the report.
Tools: cashflow, crrem-skills, bpd, energyplus, compliance
The lead agent never improvises. Each of these is decided the same way every time.
If The model matches your metered use: Continue
If not Stop and fix the baseline
If The ASHRAE 211 check names a gap: Send it to the specialist that owns it
If not Never a blanket redo
If One building, several weeks, a site visit: This audit
If not A portfolio pass or a quick screen instead