Energy Auditor Training

A five day training course, new in 2020, specifically developed for those who are new to commercial and industrial energy auditing, equips participants with an understanding of a systematic process for undertaking energy audits which provide a sound business case for investment in energy efficiency upgrades. Deliver great audits and get more recommendations implemented recommended following this energy auditor training!

Who should attend

Engineer tasked with undertaking energy audits of commercial buildings or industrial facilities, and with less than 5 years experience in auditing.

Learning objectives

Energy audits are undertaken in order to identify energy savings opportunities and estimate the costs and benefits of energy efficiency improvements. They also identify how much energy is being used by a facility and can be used to benchmark energy use.

In theory this sounds easy – understand where energy is used, identify savings opportunities, calculate the savings and determine costs to come up with a business case for energy efficiency.

But its not that easy, and energy auditors often get it wrong. At best they’ll under-estimate savings and over-estimate costs. At worst, when savings have been grossly over-estimated, an energy user could invest a substantial amount on an energy efficiency upgrade and achieve negligible savings.

Standards such as ISO 50002, ASHRAE Standard 211 and AZ/NZS 3598:2014 define the activities to be undertaken during an energy audit and the outcomes, with the end aim of ensuring that energy audits are trustworthy documents that can be used to persuade facility owners that there is a sound business case for energy efficiency upgrades in their facility. In this energy auditor training you’ll learn a robust process that references these standards for delivering energy audits of a consistent quality and how to engage with energy users to increase audit implementation rates.

Learning outcomes from energy auditor training

  • How to follow a systematic step by step process to successfully deliver the audit.
  • The fundamental principles of producing a trustworthy energy audit report that is persuasive.
  • How to work with those operating the facility being audited to maximise the benefits of the audit with the resources available.
  • How to collect, analyse and interpret energy consumption data.
  • The critical information that needs to be collected on-site and how to find it.
  • Which tools and instruments are needed to aid in site analysis and how to use them.
  • How to ensure audits are undertaken safely.
  • How to identify where energy is used and the major energy uses.
  • How to identify energy saving opportunities.
  • How to quantify costs and benefits (not as easy as it sounds).
  • How to assess savings and cost uncertainty and communicate these.
  • Principles of ranking energy saving opportunities.
  • How to prepare an energy audit report.
  • Presenting your audit and getting agreement on how to move forward.


A certificate of participation will be issued. Those who undertake a voluntary examination and who are assessed as competent will be issued with a certificate of competence as an Investment Grade Energy Auditor

Course content

Overview of energy auditor training course modules:

  • Energy audits for energy users. This module, unique to 8020Green, looks at what energy users understand about energy audits, and how you should engage with the energy user, from the start, to ensure greater implementation rates of your recommendations.
  • Energy fundamentals. This module covers energy and units, and energy calculations.
  • Audit Process. What are the processes involved in undertaking energy audits? Referencing energy audit standards, the following areas are covered: audit planning, meetings with the energy user, data collection, determination of energy use breakdown, opportunity identification, opportunity quantification, and the energy audit report.
  • Tools for energy audits. Participants are introduced to a variety of measurement tools and software tools that are used in audits.  
  • Energy using technologies for energy audits. An introduction to lighting, HVAC&R, hot water and water use, and industrial systems covering electric motors, compressed air, steam and refrigeration.
  • Optional assessment to be certified as an Investment Grade Energy Auditor.

Course length

52 hours, including 26 hours of real-time online training over 5 days.  The optional assessment, based on an energy audit you undertake, is undertaken in your your own time, and needs to be completed within 120 days of course completion.


This energy auditor training is delivered in real time online using zoom, with a maximum of 17 participants. Participants should allocate up to 1 hour of self study for every hour of class time, both undertaking preparatory exercises and follow up work. Extensive additional on-line and on-demand resources are also provided.


You need to be employed in a role where you will be undertaking energy audits.

You need to have a reasonable level of competency in Microsoft Word and Excel.

You should have a solid grounding in mathematics.

Those who have engineering training will have these skills. If you are not an engineer, additional pre-course work may be assigned depending on experience.  

Resources required

  • You must have a reliable and fast internet connection that enables you to particulate using a webcam and headset, and a laptop or tablet with a keyboard. 
  • Zoom will be used to deliver the training.
  • Resources including case studies and templates will all be provided electronically.


Registrations for energy auditor training are required no less than 2 weeks in advance. If the minimum number of participants has been met, and places are still available, registrations will be accepted up to the day before commencement.

Cancellation / refund policy

Cancellations made 15 days prior to the training will be accepted and payment returned less a 25% cancellation fee. Cancellations made less than 15 days before the training regrettably can’t be accepted. If you have not cancelled but don’t attend the training no refunds are available. If you attend the course, but do not display your face in real time and are removed from the training by the trainer, no refunds are available. 8020Green may cancel the training at its discretion. If this happens, you will have the choice of receiving a full refund or undertaking the training when it is next run.

Additional reading of interest

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