Illustrative case study
ASHRAE Level 1–2 style audit with prioritized measures
Illustrative workflow showing how a small commercial audit can produce a practical, staged list of operational and retrofit measures.
Updated · Publisher: Kates Energy
Context
- Project type: Small commercial (non-industrial)
- Stage: Existing building operations review
- Primary goal: Identify practical measures and “next study” items
The problem
In this illustrative example, a small-building operator wants a structured audit to identify high-confidence operational improvements and staged retrofit opportunities.
Our approach
An appropriate scope could include:
- ASHRAE Level 1–2 style walkthrough and analysis
- Emphasis on controls, scheduling, and high-confidence measures
- Clear separation between quick wins and deeper-study items
What we delivered
- Prioritized measures list
- Notes on implementation and sequencing
- Clear assumptions and boundaries
Outcome
The resulting roadmap would support near-term action and help frame future planning without presenting deeper-study items as settled work.
Next steps
The proposed sequence is to implement suitable operational measures first, then evaluate deeper retrofit items as warranted.