Three Parts of a Successful School Building Energy Assessment

by Tony Kuykendall, Business Development Manager
August 4, 2016

The first step to an HVAC/energy systems-focused renovation or construction project is the preliminary building energy assessment. This crucial first stage yields a “state of your buildings” that evaluates how facilities are currently operating, identifies any potential issues, and begins a blueprint for future improvements.

While most construction and engineering companies offer some kind of building assessment or facilities study, the deliverables and value to the owner can vary greatly. Furthermore, the costs of these studies can range from nothing to tens of thousands of dollars. Therefore, ensuring the provider of the facility study has communicated all deliverables and costs ahead of time is of the utmost importance.

Finding the most qualified company with relevant experience is part one of an effective building assessment. A great place to start this search is by talking to those at neighboring schools who have also successfully completed this process. The second part is to bring a clear set of expectations to the qualified provider before the assessment even begins.

I've completed over 50 building assessments. Here are the three aspects of successful school building energy assessments that must be included in the final report:

  1. Energy usage information
  2. Operational system review
  3. Clear solutions that match owner priorities

By setting these three expectations with a qualified provider, you can better ensure a valuable and fruitful building assessment.


An important take away from a comprehensive building assessment is the data and discovery behind facility energy usage which includes a detailed analysis of each building’s gas and electric data for at least the previous year. This data serves as a benchmark for comparison against other districts and measures equipment efficiency. During data discovery, the qualified provider should also determine the operating cost per square foot. This gives insight into how effectively a school operates, as well as the price range and cost competitiveness of the district’s utility providers. Accurate energy usage information can also help determine additional energy saving strategies, such as demand limiting, which can be used to help lower costs.

Although a school district may already understand their energy usage across buildings, they may not be completely aware of how their facilities compare to other districts of similar size and use. Knowing how your facilities stack up to other similar facilities is valuable when establishing district-wide goals and helps ensure that the district is not wasting capital dollars on energy when that money could be spent on education or other programs.   


After the facilities’ energy usage has been benchmarked, the qualified provider can continue the assessment with a mechanical and infrastructure focus. The operational system review includes an overview of past renovations, information on the building controls system, and a summary of the HVAC equipment, roofs, windows, doors, and restrooms. It will highlight not only old and failing equipment but also code issues and potential problems with the indoor air quality. Additionally, the operational system review can identify opportunities for renewable energy solutions such as solar. Owners should always expect this type of equipment inspection as it is the quickest way to identify issues and to make changes to significantly save energy and money.

At the end of each building assessment, you should expect a report that outlines the operational situation of the facilities. An equipment list should be included for each building involved which documents all the systems, brands, ages, and expected life cycles of the equipment. This list is vital for a district’s immediate and future plans for system upgrades, MEP renovations, and even new construction.


At the end of the entire assessment, the qualified provider performing the study should provide a comprehensive Improvement List that brings all of the recommended solutions together with estimated costs, potential savings, and payback periods. In order to effectively build the Improvement List, it is imperative that the qualified provider has an understanding of district priorities. Only then can the provider accurately break down solutions into short-term and long-term needs based on the most pressing necessities of the district. The Improvement List can then be shown to school boards so that they can better grasp the full extent of needs and costs for each building in the district.

While the Improvement List document does not come until the end of the assessment, it may have the biggest bearing on whether a district moves forward with financially beneficial facility improvements. The quality and accuracy of the proposed solutions also greatly affect the ultimate decision to make needed improvements.

Before a school district seriously considers moving forward with a major renovation project, these three well-defined expectations should be included in the preliminary building assessment. Have you identified any other aspects of successful school building energy assessments? Do you have more questions about the preliminary study process? Start a conversation with me today!

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Photo of Tony Kuykendall, Business Development Manager

Tony Kuykendall works with K-12 schools to design and deliver complex renovation projects and has completed over 75 preliminary building assessments. Contact Tony to learn more.

Tony Kuykendall

Business Development Manager


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