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  1. Level 1 Audit (high level) as defined in ISO 50002
    Level 1 defines a minimum level of detail for an audit, with the following features:
    • provides a quantitative overview of energy performance based on overview data;
    • intended to determine the potential for energy performance improvement based on further assessment to identify specific systems that merit a greater level of attention;
    • aimed at small to medium sized organizations, for whom a detailed audit is not normally cost-effective;
    • can also be used as a preliminary audit for larger organizations;
    • involves a tour of the site to visually inspect energy using systems;
    • includes an evaluation of overall energy consumption data to analyse energy uses and patterns;
    • identifies no-cost and low-cost opportunities for improvement of energy performance;
    • aimed at moving towards best practice operation of equipment, staff training and building basic capacity to manage energy consumption and use;
    • the accuracy of costs and benefits would generally be sufficient for low cost operational expenditures. Find out MORE
  2. Level 2 Audit (detailed) as defined in ISO 50002 (Investment Grade)
    Level 2 defines a more detailed level of audit, with the following features:
    • detailed audit to enable quantified energy savings recommendations as opposed to numerous recommendations to undertake further investigation; 
    • some major projects or opportunities may require additional data to quantify the energy performance improvements, costs and benefits, and may still require further investigation; 
    • quantifies energy consumption through a more detailed review and analysis of equipment, systems, and operational characteristics; 
    • includes on-site measurements and testing where this is in the scope of the audit; 
    • establishes operational profile and a detailed energy balance, including analysis of significant mass flows, with energy consumption disaggregated for different end-uses, such as process heating, cooling, or compressed air; 
    • auditors should have appropriate technical, managerial and professional experience and skills and familiarity with the energy uses being audited in order to analyse detailed energy and process data to identify and evaluate opportunities; 
    • may involve representatives from the organization in the process of screening the list of opportunities identified, to select the opportunities that will be analysed in detail; 
    • includes an economic analysis of recommended energy performance improvement actions based on agreed economic criteria to rank opportunities; 
    • accuracy of costs and savings should generally be sufficient for operational expenditures or medium scale capital investment. Find out MORE
  3. Level 3 Audit (comprehensive) as defined in ISO 50002 (Investment Grade)
    Typically performed after a level 1 or level 2 audit, a level 3 defines a comprehensive audit to quantify capital expenditures, with the following features:
    • often a process or subsystem level assessment, such as for a pumping system; 
    • detailed audit to quantify energy consumption through a more detailed review and analysis of equipment, systems, operational characteristics, and on-site measurements, taking varying system demands into account; 
    • Level 3 audits provide a detailed analysis of energy consumption, involving a detailed energy balance, including analysis of significant mass flows, with energy consumption disaggregated for different end uses, such as process heating, cooling, or compressed air; 
    • monitoring of energy data over a period long enough to capture the various operating conditions and relevant variables which require their own set of measurements; 
    • in addition to competency requirements at Level 2, may require more specific process knowledge, and metering; 
    • involves representatives from the organization in the process of selecting the opportunities that will be analysed in detail, and in the development of cost estimates, including non-energy gains; 
    • report from a Level 3 audit provides investment grade levels of accuracy to provide input into the organization’s capital expenditure process; 
    • identifies any energy performance improvement opportunities where additional data or investigation is required to provide sufficient accuracy for capital investment decisions; 
    • provides recommendations for improvements in site or fleet data collection and accuracy if required; 
    • accuracy of costs and savings to the level of accuracy required by the company’s existing capital expenditure process. Find out MORE

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