Preparing for an On-Site Energy Walkthrough

Confirm escort availability for mechanical rooms, roof plant, and any tenant spaces that affect shared meters. A half day spent waiting for keys wastes the peak-load window you meant to observe.

Print or share floor plans with meter locations marked. Hand-drawn sketches work if CAD files are missing; clarity beats polish. Photograph nameplates on major motors if labels are faded.

Collect twelve months of bills and any interval exports before the visit. We reconcile what we see on site against what the utility charged. Surprises on paper are cheaper than surprises in the plant room.

Tell security and reception that visitors will carry clipboards and cameras for equipment only. Smooth entry keeps attention on chillers and lighting panels instead of gate negotiations.

After the walkthrough, keep one operations contact available for a short follow-up call. Clarifying a schedule note while memories are fresh prevents weeks of email chasing later.