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ASHRAE Level 1 Energy Audit

An ASHRAE Level 1 Energy Audit, also referred to as a Preliminary Energy Audit, is a screening-level assessment developed by the American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE). This audit is designed to identify energy efficiency opportunities without the cost or complexity associated with detailed engineering analysis.

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Scope of the ASHRAE Level 1 Energy Audit

The audit provides a high-level evaluation of building energy use and includes the following components:

Utility Data Review

Analysis of 12 to 24 months of energy bills to identify usage patterns, seasonal trends, and baseline energy performance.

On-Site Walk-Through Assessment

A visual inspection of major building systems, including:

  • Heating and cooling (HVAC) equipment

  • Lighting systems and controls

  • Building envelope components (walls, roofs, windows, doors)

  • Domestic hot water systems

Identification of Energy Efficiency Opportunities

Identification of low- and no-cost measures, as well as operational improvements, that have the potential to reduce energy waste.

Preliminary Savings Estimates

High-level estimates of potential energy savings to help prioritize identified opportunities.

Benchmarking

Comparison of building performance to similar building types to provide context and perspective.

Next-Step Recommendations

Guidance on whether a more detailed ASHRAE Level 2 Energy Audit or a targeted analysis is appropriate.

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Important to know

An ASHRAE Level 1 Energy Audit serves as an initial evaluation. It does not include detailed engineering calculations, energy modeling, or investment-grade financial analysis. Its primary purpose is to support early-stage planning and informed decision-making.

Schedule an ASHRAE Level 1 Energy Audit with Shepherd Energy to gain objective insight into how your building uses energy—so you can plan improvements with confidence.

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Take the next step toward a more comfortable, efficient home with guidance on the right assessment and available programs.