Understand the starting point
Which energy sources, systems, spaces and operating periods fall within the assessment?
Assessments / Energy Performance
A structured starting point for understanding energy use, testing assumptions and prioritizing efficiency opportunities around your facility's actual operating conditions.
Our perspective
Begin with the decision you need to make: investigate a rising bill, compare facilities, review an underperforming system or plan an improvement program. We define the assessment boundary and evidence needed around that question.
The scope may combine a review of available records, discussions with operating teams and a site review. Where data gaps affect a conclusion, the findings identify the additional measurements or specialist investigation needed. The depth of work and expected deliverables are agreed before the assessment begins.
Questions to clarify
Which energy sources, systems, spaces and operating periods fall within the assessment?
Which patterns and loads warrant attention, and which conclusions are supported by the available evidence?
Which actions can be prioritized now, and which require further measurement or feasibility work?
Assessment scope
The engagement is shaped around your objectives, facility and available evidence. The following areas provide a basis for agreeing the work.
Review energy bills and meter records alongside hours of operation, occupancy or activity levels, facility size and known changes. Relevant historical records help establish a representative picture.
Map significant energy uses and discuss equipment, controls and maintenance with the facility team. Site access, measurements and system-specific checks are defined in the agreed scope.
Assess patterns, record evidence gaps and identify opportunities. Distinguish actions supported by current findings from options needing a more detailed technical or investment study.
How we work
Agree objectives, systems, boundaries and operating constraints with the people responsible for the facility.
Review records and operating practices, with site observations or measurements where included in the scope.
Discuss findings and compare opportunities, making assumptions, dependencies and evidence gaps visible.
Define owners, next steps and a performance review method; agree any further implementation support.
What you take forward
Depending on the agreed scope, outputs can include:
The assessment boundary, energy-use picture, relevant operating conditions and material data gaps.
Observed issues and opportunities, linked to their supporting evidence and assumptions.
A practical sequence of operational improvements, further investigations and investment decisions.
A discussion of findings, proposed owners and follow-up indicators with the people responsible for decisions and implementation.

Relevant expertise
Senior Expert — Energy Systems & Energy Efficiency
His background combines doctoral study in energy conversion, building energy audit assignments, technical assessment and academic leadership. This perspective connects the behavior of energy systems with the capabilities of the teams operating them.
Explore his experience ↗Practical questions
Available energy bills and meter records; an equipment list; operating schedules; facility information; and any earlier audit or maintenance findings. Where possible, include records covering a full operating cycle. Missing information can be discussed in the initial scoping conversation.
Yes, an initial review can use the information available. Its conclusions will reflect the quality and granularity of that information. The assessment can identify where metering or a site investigation would materially improve a decision.
Timing depends on the number and complexity of sites, data availability, access and the depth of analysis. The schedule is agreed after an initial review of the facility and the decision to be supported.
Continue exploring
Further reading on assessment and performance measurement: U.S. Department of Energy — energy audits and measurement & verification.
The next step
Share the type of facility, the energy question you are facing and the information you already have. We can use that context to define a useful first step.