The ASHRAE Procedures document clearly defines the required tasks for both a Level I: Walkthrough and the Level II: Energy Audit. The Level II Audit requires a more detailed building survey and cost-benefit analysis of all practical measures to improve energy efficiency, including identified capital improvements, and also requires that you explain your rationale if you deem certain capital improvement opportunities impractical.
Produce an audit report that details the findings and specifically documents the following for your LEED application (see the Documentation Toolkit for an example):
If performing the analysis in-house, closely review the “Procedures for Commercial Building Energy Audits” (see Resources) before beginning the process to ensure that you will be collecting the proper data during your building walkthrough.
If a Level I analysis has been conducted within the last five years, you don’t need to repeat the procedure during the performance period; however, you must update the audit report to reflect any significant changes in operating procedures or building systems.
The ASHRAE Level I Walkthrough evaluates a building’s energy performance and energy consumption by analyzing building energy bills and conducting a brief visual survey. You’ll need to gather energy consumption data for the entire building to derive performance indicators and identify low-cost and no-cost opportunities and capital improvement measures to improve overall performance.
Complete an ASHRAE Level I: Walkthrough as defined in “Procedures for Commercial Building Energy Audits.” (See Resources.) This ASHRAE document describes the general procedures to guide a proper walkthrough and provides a uniform method of reporting the required information.
Ensure that all relevant building personnel have access to operational documentation. Put documentation online in a company intranet site or organize all documents in a binder that is readily available in the appropriate office.