To create an audit data report file in the Asset Score tool, enter data by navigating among the tabs available on the data entry screens listed below, and submit when complete. Users may gather data pertaining to an ASHRAE/ACCA Standard 211, Standard for Commercial Building energy audits separately prior to using the tool, or may enter data directly into the tool as it is being gathered using a mobile device.

Note: Simultaneous entry of building data is allowed in the tool, which may be useful if auditor teams are evaluating/entering data for different systems of a building at the same time.  See Contacts and Sharing for details on sharing audit data reports with other user accounts.

Screen 1:  Building Information. Click the green "Add Audit Report" button from the main Buildings page to begin. Select an available audit report template from the drop down menu.  Enter building name, report type, year of construction, gross floor area, and location. Click the "Create Building" button to continue.  Users who select “NYC Energy Efficiency Report” for New York City audit reports, must first complete BBL entries, the Create Property button, the Building Information Numbers link, and then the blue Add Building button to begin a building entry. 

Note:  Report type selections identify the name of the city or jurisdiction that will be receiving the audit report.  

Screen 2:  Contact Information and Audit Details. Complete sections that include audit details including audit completion dates, and audit team and building staff contacts.

Screen 3:  Facility Description.  Complete sections related to information of the audited building, including building use types, building envelope characteristics and major installed equipment components such as HVAC, lighting, and service hot water systems. The information may be based on on-site observations, review of architectural drawings and specifications, measurements or engineering calculations.

Screen 4:  Utility Data and Benchmarking. Specify energy supply sources and enter monthly metered and delivered energy use data. An annual summary displaying average annual energy use and cost by energy supply source will be generated. Metering and energy systems configuration entries may be required for selected city reports. The ability to import utility data from Energy Star Portfolio Manager is available. Benchmarking data, including the building’s Energy Use Intensity (EUI) and target energy savings may also be provided in this section.

Screen 5:  Energy Use Breakdown and QA/QC.  Enter estimated building energy use by end use for all energy supply sources.  Totals will be calculated and displayed in an ‘End Use Summary’ table. These will be used to verify that the estimated energy use by end use estimates align with historical energy use.

Screen 6:  Energy Savings Opportunity.  Identify low cost, no cost, and potential capital energy efficiency measures. These measures may be grouped in packages based on interactive effects of the measures or based on an auditor’s optimization for implementation cost. Energy and cost savings that have been manually calculated or generated by an energy modelling software may be provided for the package of measures. Measure costs, potential incentives and measure life may be identified for each individual measure. The Audit Template will calculate the net measure costs, ROI and payback years. It will also calculate and display the total estimated energy and energy cost savings, total measure costs and potential incentives for all measures identified.

Screen 7:  Submit to City. Select the “Submit to City” button to submit a completed audit report to city officials associated with the selected Report Type. Once the building has been submitted, the City would be notified that audit report files are available to download. Users will also receive a confirmation email and may download the same files for their own records.

Note: Some Cities may have a specific certificate that will need to be signed and submitted along with the audit report. The ‘Submit to City’ screen allows auditors to upload a completed and signed version of such documents. Some City reports may also include a prompt for a confirmation of audit completion affidavit that must be entered before submission.