The question it answersWhere does this building use energy and water, and which measures pay back?
A full ASHRAE Level II energy audit with water efficiency added: a site visit, a systems survey, a calibrated baseline, a peer comparison, energy and water measures with their economics, and a check against the Level II requirements of ASHRAE Standard 211. If you already hold a third-party audit we cross-check against it; we do not copy from it.
Your expert decides twice: once to confirm the baseline, the survey and the peer position before measures are proposed, and once to approve the combined energy and water roadmap, capital measures included.
| Step | Expert | Lead agent | Knowledge check | 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. | Checks rates, incentives and rules for the building. | ||||||||
| 2. Evidence | Gathers bills, plans and schedules. | ||||||||||
| 3. Site visit | Someone walks the building with the survey form. | Sends the survey out. | Sends the survey out, merges what comes back, flags conflicts. | ||||||||
| 4. Baseline | Calibrated baseline. Must pass Guideline 14. | ||||||||||
| 5. Systems survey | Systems survey from documents and site data. | Peer benchmark. | |||||||||
| 6. Expert review | Confirm the baseline, the survey, the carbon target and how the building compares to its peers. | Locks the floor area and grid figures for the rest of the audit. | |||||||||
| 7. Energy and water measures | Runs the energy and water advisors together. | Energy measures, costed and scheduled; unbenchmarked costs labelled. | Water measures benchmarked against WaterSense. | ||||||||
| 8. Expert approval | Approve the combined energy and water roadmap. | Records the approved measures, capital measures included. | |||||||||
| 9. Savings, compliance, economics | Savings for each approved measure. | Carbon pathway and penalty exposure. | Cashflow, NPV, IRR and payback; revenue on its stated term. | ||||||||
| 10. Checks and report | Receive the report. | Sends any gap back to the specialist that owns it, then delivers. | Assembles the report. | Recalculation plus the Level II checklist. Either failing stops the report. |
Each one has a single job, and all of their work reaches you through the lead agent. See every specialist.
Runs first. Confirms our reference data (utility rates, incentives, local rules, cost benchmarks) covers your buildings. Gaps are researched, cited to the source document and reviewed before any figure uses them.
Works from: Our shared reference library, filed tariffs, published regulations and cost data
Equipment, envelope and the systems survey, plus the site visit itself: sends a pre-filled form out and merges what comes back. A site reading that conflicts with your records is flagged, not silently overwritten.
Works from: Your documents, the site-visit form and photos, building stock data
The calibrated physics baseline and the savings each approved measure delivers.
Works from: Your utility data, weather data, energy simulation and peer benchmarks
Carbon pathway, forward grid emissions, local performance-standard exposure, and how the building benchmarks against its peers. The planned trajectory includes the capital measures.
Works from: CRREM pathways, forward grid emissions, performance-standard regulations, peer building data
Proposes, screens, costs and schedules the energy measures, from low-cost and no-cost fixes to the larger capital items. Install years are set once, here, for the whole audit. A cost with no benchmark comes from a named source, labelled unverified, with the quote to ask you for.
Works from: Measure performance and cost benchmarks, incentive programs, utility rates
Water measures, with every fixture group benchmarked against EPA WaterSense. This is scope we add; it is not part of ASHRAE 211 and the report says so.
Works from: Site-visit fixture counts and flow rates, WaterSense thresholds, cost data
Cashflow, NPV, IRR, payback and the effect on value, with total savings and your share shown separately. A revenue stream is valued only over its stated term, and a maintenance saving is never counted as revenue.
Works from: The cashflow engine and your assumptions
Assembles the report. Any extra revenue stream is shown on its own line, not folded into savings.
Works from: The report template and its automated checks
Two checks, side by side: an independent recalculation, and the ASHRAE Level II checklist. Either one failing stops the report, and a missing item goes back to the specialist that owns it.
Works from: The same engines and data as the specialists, plus the Level II checklist
Each of these is decided the same way every time.
If The model meets ASHRAE Guideline 14 against your metered use: Continue
If not Stop and fix the baseline
If The survey conflicts with a document you supplied: Flag it; your records stand until your expert decides
If It is flagged for Level III follow-up: Still modelled, costed on a stated range and carried in the roadmap
If not Never dropped from the analysis
If A named source gives a figure: a list price, cost guide or comparable bid: Use it, labelled unverified, with the quote to ask you for
If not Stop and name what is missing. A cost is never typed in
If The Level II check names a gap: Send it to the specialist that owns it
If not Never a blanket redo
Tell us what you need answered and we will scope it with you.