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ASHRAE Level II Energy Audits for Commercial & Multifamily Buildings | Shepherd Energy

After an initial assessment, most decision-makers proceed to an ASHRAE Level II Energy Audit, developed by the American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE).

An ASHRAE Level II audit builds on Level I findings and delivers a comprehensive, data-driven evaluation of building energy systems. It identifies practical, cost-effective efficiency improvements to support informed capital decisions.

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Overview of an ASHRAE Level II Energy Audit

The ASHRAE Level II Energy Audit goes beyond a basic walkthrough by including on-site investigation, detailed utility analysis, and targeted measurements. It provides a clear roadmap with estimated costs, projected energy savings, financial metrics, and implementation priorities. This approach is designed to reduce operating expenses and enhance long-term asset performance.

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Scope of the Audit

An ASHRAE Level II Energy Audit evaluates building performance across all major energy systems, including:

  • Building envelope (roof, walls, windows, air leakage, insulation)

  • Lighting systems and controls

  • Heating, ventilation, and air conditioning (HVAC), including RTUs, boilers, furnaces, heat pumps, and VRF systems

  • Domestic hot water systems

  • Plug loads and equipment

  • Compressed air and process energy uses

The audit includes a detailed analysis of energy consumption using 12 to 36 months of utility data to quantify base loads, assess seasonal variations, and evaluate actual energy costs.

Technical Capabilities

Shepherd Energy delivers ASHRAE Level II audits with advanced analytical and diagnostic expertise, including:

  • Building profiling with Site and Source EUI benchmarking

  • Weather-normalized analysis using heating and cooling degree days (HDD/CDD)

  • Comprehensive walk-through audits of HVAC, DHW, envelope, lighting, controls, ventilation, and plug loads

  • Identification of no-cost and low-cost ECMs, including scheduling corrections, thermostat optimization, lighting upgrades, and air infiltration reduction

  • Level II detailed analysis with load profiling and end-use breakdowns

  • Savings and emissions modeling using ASHRAE and U.S. Department of Energy methodologies, including simple payback, Savings-to-Investment Ratio (SIR), cost-benefit analysis, and GHG reduction metrics

  • Evaluation of electrification and decarbonization strategies, such as heat pumps, variable speed drives, envelope upgrades, boiler and furnace replacements, and weatherization

  • Alignment with ASHRAE Standards 211, 100, and 90.1, DOE audit guidelines, and ENERGY STAR® Portfolio Manager benchmarking

Deliverables

Each ASHRAE Level II Energy Audit includes clear, decision-ready documentation:

  • Identification of Energy Conservation Measures (ECMs) and Energy Efficiency Measures (EEMs)

  • Estimated energy savings, installation costs, and payback periods

  • Prioritized short-term and long-term improvement recommendations

  • Clear, structured documentation including photos, EUI tables, savings summaries, ECM packages, and decarbonization pathways

  • Materials to support capital planning, financing, and utility incentive or rebate applications

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Who Benefits from an ASHRAE Level II Energy Audit

  • Commercial building owners and real estate investors

  • Multifamily property owners and managers

  • Institutions, including schools, government agencies, healthcare facilities, and nonprofits

  • Organizations pursuing utility rebates, grants, or energy financing

  • Owners planning major upgrades, including HVAC replacements or envelope improvements

Shepherd Energy conducts ASHRAE Level II Energy Audits using building science, diagnostic testing, and real-world operating data to support informed investment decisions.

Schedule an ASHRAE Level II Energy Audit with Shepherd Energy to receive a clear, data-driven plan tailored to your property’s needs, goals, and budget.

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