Action Plan Template • BENCHMARKING

Action Roles & Responsibilities Implementation Dates Notes

Once Fill in implementation Date
Install building automation system
Calculate energy use baselines for buildings (partner with utility)

Monthly Fill in implementation Date

Collect energy and water data by fuel type
Convert site energy to source energy for standardized measurements
Input energy use into Energy Management System (EMS)
Compare monthly data by building and through time. Identify reasons for disparities
Adjust O&M to fix unexpected changes from baseline

Quarterly Fill in implementation Date

Bi-Annually Fill in implementation Date

Annually Fill in implementation Date

Review O&M changes as a result of benchmarking analysis
Identify possible energy efficiency improvements
Conduct teacher-led, student-conducted energy audits

Training Fill in implementation Date

Train teachers on conducting energy audits with students and on energy curriculum
Train O&M staff on new maintenance procedures
Train facilities staff to conduct school energy consumption comparisons with similar school buildings and season-to-
season comparison, normalized for heating degree days

Communications Fill in implementation Date

Present benchmark results to stakeholders (e.g., students, teachers, school administrators, school board, facilities
staff)
Maintain adequate communication between central staff and building operators

Other Actions Fill in implementation Date

Action Plan Template • LIGHTING—Page 1

Action Roles & Responsibilities Implementation Dates Notes

Once Fill in implementation Date
Establish voluntary teacher/student program to turn off lights to save energy
Install building automation system to monitor lighting energy use
Commission or re-commission timer controls, photosensors, and motion sensors
Install timer controls, photosensors, and motion sensors where appropriate, especially in occasionally used spaces
- Consult the manufacturer manual for setting calibrations
- All timer and sensor settings should be adjusted for school activities and for changing sunset/sunrise times
- All sensor settings should be adjusted to turn off lights after 15 minutes of inactivity
- Place contact information near the control in case occupants need assistance
Install dimming ballasts if appropriate and compatible with lighting system
Install LED lights on exit and emergency signs

Daily Fill in implementation Date

Turn off lights in unoccupied rooms (work with teachers, students, and other building occupants to make this a habit
through "lighting patrols" or other programs), if lighting monitor and control systems are not installed or functional
Turn off all lights at night with the exception of security lights and exit signs, as safety considerations allow, if lighting
monitor and control systems are not installed or functional
Turn outdoor lights off selectively, as safety considerations allow, if lighting monitor and control systems are not
installed or functional
Delay turning lights on in the morning until staff arrive, if lighting monitor and control systems are not installed or
functional

Monthly Fill in implementation Date

Check that all interior and select exterior lights are turned off during nights
Analyze lighting building automation system for opportunities to decrease lighting electricity use
Check for broken lamps and replace
Check settings for timer controls, photosensors, and motion sensors
Maintain notes on service records and electricity consumption. Prepare the notes when the information is fresh
Compare lighting energy consumption with similar school buildings seasonally, normalized for heating degree days

Quarterly Fill in implementation Date

Consider installing window blinds and window films to reduce the amount of solar heat loss or gain (depends upon
the season)
Action Plan Template • LIGHTING—Page 2

Action Roles & Responsibilities Implementation Dates Notes

Bi-Annually Fill in implementation Date
Clear outdoor lights of overgrowth by trees and shrubs
Fill in
Evaluate daylighting in summer and winter to identify differences. Compare strategies with heating/cooling to
implement
determine whether daylighting is effective
ation Date
Consider installing window film to reduce heat gain in the summer

Annually Fill in implementation Date

Conduct delamping survey to decrease lighting use where lights are not necessary or where daylighting can replace
lights
Check relamping schedule and replace lights with decreased output, or conduct group relamping. Determine the
cost-effectiveness of individual or group relamping and act accordingly (dispose lamps according to local waste
regulations)
Evaluate opportunities to upgrade to more efficient lighting (T-12 to T-8, incandescent to CFL and mercury to metal
halide)
Clean lights, fixtures, and luminaires
Replace light coverings (diffusers) as they age, if necessary. Aged diffusers reduce light output

Training Fill in implementation Date

Train facilities staff to conduct lighting energy consumption comparisons with similar school buildings and season-to-
season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (electricity
consumption). Prepare the notes when the information is fresh
Train facilities staff on how to use the Energy Management System (EMS)
Train or hire qualified technicians for specialized equipment maintenance (e.g., ballasts, daylighting controls)
Train teachers, students, or other staff on how to use sensors, timers, and dimmers if these systems are installed in
the school

Communications Fill in implementation Date

Communicate the importance of conducting lighting energy consumption comparisons with similar schools and
season-to-season comparison
Communicate the importance of maintaining notes on service records and electricity consumption for lighting
Communicate lighting energy consumption comparison results to school and district administrators to demonstrate
the benefits of energy management
Maintain adequate communications between central staff and building operators
Remind teachers and students about the appropriate timer, photosensor, and motion settings
Communicate to facilities staff, teachers, students, and staff the benefits of using window blinds and window films to
reduce the amount of solar heat loss or gain (depends upon the season)
Remind teachers and students about the importance of turning off lights during unoccupied periods

Other Actions Fill in implementation Date

Install dimming ballasts to replace traditional ballasts. Ballasts last 7–10 years
Action Plan Template • HVAC—Page 1

Action Roles & Responsibilities Implementation Dates Notes

Once Fill in implementation Date
Establish expected HVAC system efficiency
- Write down the expected efficiency of HVAC systems to use as a baseline
- Add this information to maintenance plan documentation
- Some efficiency measures to collect are:
- EER or kW/ton of cooling equipment
- Thermal efficiency or HSPF for heating equipment
- Bhp for fans and pump motors
- Expected air and water flows
Determine type of economizer and proper operation both during benchmarking and at the installation of new
equipment economizer
- Collect information on the type of economizer installed in each system and document the intended operation in the
maintenance plan
- Type of controls: fixed dry bulb temperature setpoint, fixed enthalpy setpoint or differential dry bulb or enthalpy
control
- Note whether the economizer is intended for integrated (together with compressor) or non-integrated operation
Commission, re-commission, or retro-commission HVAC system once for each season to identify baseline efficiency
of HVAC system

Daily Fill in implementation Date

Conduct overall visual inspection of all systems *
Turn off or sequence equipment when unnecessary *
Air Compressor
Look for and report any system leakages *
Check compressor lubricant level, color, and pressure. Compare with trended values *
Drain condensate from tank, legs, and traps *
Verify operating temperature is per manufacturer’s specifications *
Air Conditioning
Chiller
Check all setpoints for proper setting and function *
Cooling Tower
Check for clogging by making sure water is flowing in tower *
Adjust all belts and pulleys *
Controls
Verify in control software that schedules and setpoints are accurate for season and occupancy *
Heating
Boilers
Follow manufacturer’s recommended procedures in lubricating all components. Compare temperatures with tests
performed after annual cleaning *
Action Plan Template • HVAC—Page 2

Action Roles & Responsibilities Implementation Dates Notes

Check steam pressure to make sure the variation in steam pressure is as expected under different loads. Wet
steam may be produced if the pressure drops too fast *
Check water level stability for unstable levels, which can be a sign of contaminates in feedwater, overloading of
boiler, or equipment malfunction *
Check burner for proper control and cleanliness *
Check motor condition temperatures for proper function *
Check air temperatures in boiler room. Temperatures should not exceed or drop below design limits *
Verify the bottom, surface, and water column blowdowns are occurring and are effective *
Keep daily logs on:
- Type and amount of fuel used
- Flue gas temperature
- Make-up water volume
- Steam pressure, temperature, and amount generated
Look for variations as a method of fault detection *
Check oil filter assemblies and clean/replace oil filters and strainers *
Inspect oil heaters to ensure that oil is at the proper temperature prior to burning *
Check boiler water treatment to confirm water treatment system is functioning properly *
Steam Trap
Test high-pressure steam traps (250 psig or more). Daily/weekly testing is recommended *

Weekly Fill in implementation Date

Air Compressor
Verify all pressure relief valves are functioning properly *
Check belt tension and alignment for proper settings *
Clean or replace intake filter pads as necessary *
All air-consuming devices need to be inspected on a regular basis for leakage. Leakage typically occurs in:
- Worn, cracked, or frayed hoses
- Sticking air valves
- Cylinder packing *
Clean out debris and check operation *
Air Conditioning
Chiller
Assess evaporator and condenser coil fouling as required *
Compressor motor temperature per manufacturer’s specifications *
Check water quality for proper chemical balance *
Conduct leak testing on all compressor fittings, oil pump joints and fittings, and relief valves *
Check insulation for condition and appropriateness *
Verify proper control function, including:
- Hot gas bypass
- Liquid injection *
Action Plan Template • HVAC—Page 3

Action Roles & Responsibilities Implementation Dates Notes

Cooling Tower
Check the condition of the fan motor through temperature or vibration analysis and compare to baseline values *
Physically clean suction screen of all debris *
Test for proper water concentrations of dissolved solids and chemistry. Adjust blowdown and chemicals as
necessary *
Operate make-up water float switch manually to ensure proper operation *
Check for excessive vibration in motors, fans, and pumps *
Check tower structure for loose fill, connections, leaks, etc. *
Controls
Check all gauges to make sure readings are as expected *
Check control tubing (pneumatic system) for proper control and cleanliness *
Check outside air volumes for proper function *
Check temperature setpoints to make sure they do not exceed or drop below design limits *
Verify the bottom, surface, and water column blowdowns are occurring and are effective *
Assure that all deadbands are accurate and that the only simultaneous heating and cooling is by design *
Heating
Boilers
Check flue gas temperatures and composition. Measure flue gas composition and temperatures at selected firing
positions—recommended O2% and CO2%
Fuel O2% CO2%
Natural gas 1.5 10
No. 2 fuel oil 2.0 11.5
No. 6 fuel oil 2.5 12.5
Note: Percentages may vary due to fuel composition variations *
Check all relief valves for leaks *
Check water level control and stop feedwater pump and allow control to stop fuel flow to burner. Do not allow water
level to drop below recommended level *
Clean pilot and burner following manufacturer’s guidelines and examine for mineral or corrosion buildup *
Check boiler operating characteristics. Stop fuel flow and observe flame failure. Start boiler and observe
characteristics of flame *
Inspect system for water or steam leaks and leakage opportunities. Look for: leaks, defective valves and traps,
corroded piping, and condition of insulation *
Inspect all linkages on combustion air dampers and fuel valves for proper settings and tightness *
Inspect boiler for air leaks and check damper seals *
Steam Trap
Test medium-pressure traps (30–250 psig). Weekly/monthly testing is recommended *
Others
Motors
Check the condition of the motor through temperature or vibration analysis and compare to baseline values *
Action Plan Template • HVAC—Page 4

Action Roles & Responsibilities Implementation Dates Notes

Monthly Fill in implementation Date
Compare HVAC energy consumption with similar school buildings seasonally, normalized for heating degree days
Record sub-metered energy consumption monthly to check for unexplained changes and provide data for an overall
energy audit
Ensure that all doors and windows are closed when the air-conditioning or heating system is operating
Maintain notes on the equipment service records and fuel consumption. Prepare the notes when the information is
fresh
Air Compressor
Lubricate motor bearings to manufacturer’s specifications *
Depending on use and compressor size, develop periodic oil sampling to monitor moisture, particulate levels, and
other contamination. Replace oil as required *
Air Conditioning
Air Conditioner. Check for the following:
- Dirty filters and fans
- Improper belt alignment and adjustment
- Air leaks in equipment cabinets and ducts
- Improper air damper operation
- Dirty condenser and evaporator coils
- Improper refrigerant charge
Chiller
Check the settings for the following equipment per manufacturer’s specifications:
- Vane control settings
- Motor load limit control
- Load balance operation
- Chilled water reset settings and function
- Chiller lockout setpoint *
Cooling Tower
Assure that all bearings are lubricated per the manufacturer’s recommendation *
Check motor supports and fan blades for excessive wear and secure fastening *
Align the motor coupling to allow for efficient torque transfer *
Look for proper positioning and scale buildup in drift eliminators, louvers, and fill *
Controls
Conduct thorough check of all sensors for temperature, pressure, humidity, and flow for expected values *
Check time clocks for accuracy and clean *
Heating
Measure and record boiler combustion efficiency at least once a month during the heating season (Have a qualified
technician perform boiler maintenance.)
Track boiler fuel usage and boiler make-up water usage and compare it to similar months with similar schedules
Action Plan Template • HVAC—Page 5

Action Roles & Responsibilities Implementation Dates Notes

Perform boiler routine maintenance (Have a qualified technician perform boiler maintenance.)
- Check feedwater
- Check for leaks, damages, or missing insulation
For schools that use steam heating, check and maintain the steam trap
Boilers
Check blowdown and water treatment procedures to determine whether blowdown is adequate to prevent solids
buildup *
Measure and compare last month’s readings for flue gas composition over entire firing range *
Check combustion air inlet to boiler room and boiler to make sure openings are adequate and clean *
Check pressure gauge, pumps, filters, and transfer lines. Clean filters as required *
Check belts for proper tension and check packing glands for compression leakage *
Check for air leaks around access openings and flame scanner assembly *
Check all blower belts for tightness and minimum slippage *
Check gaskets for tight sealing. Replace if they do not provide a tight seal *
Inspect all boiler insulation and casings for hot spots *
Calibrate steam control valves as specified by manufacturer *
Check pressure-reducing or regulating valves for proper operation *
Perform water quality test to check water quality for proper chemical balance *
Steam Trap
Test low-pressure traps. Monthly/annual testing is recommended *
Repair or replace stream traps when testing shows there are problems. Typically, traps should be replaced every
3–4 years. When replacing, take the time to make sure traps are sized properly *
Others
Motors
Assure that all bearings are lubricated per the manufacturer’s specifications *
Check packing for wear and repack as necessary. Consider replacing packing with mechanical seals *
Align the motor coupling to allow for efficient torque transfer to the pump *
Check and secure all motor mountings *
Tighten connection terminals as necessary *
Remove dust and dirt from motor to facilitate cooling *
Pumps
Assure that all bearings are lubricated per the manufacturer’s recommendations *
Check packing for wear and repack as necessary. Consider replacing packing with mechanical seals *
Align the pump/motor coupling to allow for efficient torque transfer to the pump *
Check and secure all pump mountings *
Action Plan Template • HVAC—Page 6

Action Roles & Responsibilities Implementation Dates Notes

Quarterly Fill in implementation Date
Air Conditioning
Inspect air-conditioning fan bearings on older units every 3–6 months for excessive noise, vibration, or heat (signs
of failure) and to lubricate the bearings
Inspect tubing connections and fittings in the refrigerant loop for evidence of oil, which may indicate a leak. Tighten
or replace fittings and check refrigerant charge
Controls
Check proper operation of thermostats considering the following factors:
- Setback and setup temperatures
- Start and stop times
- Fan operation (i.e., always on)
- Adequate dead band between cooling and heating operation (or manual changeover between heating and cooling
mode)
- Heat pumps controlled to use electric strip heaters only when necessary
Update or recalibrate the Energy Management System (EMS) schedule according to building use
Air Filters

Replace air filters. Increase the frequency under severe operating conditions or when the economizer cycle is being
used. Premium filters may require less frequent changing
- Use the correct filter for the application
- Include detailed filter specifications in the maintenance plan (filter dimension, filter media type, filter efficiency)
- Shut off the fan before replacing the filter to prevent dirt on the filter from entering the duct system
- Clean dirt from around the area around the filter housing
- Ensure that the filter is properly fitted in its holder to prevent air bypass
- Check fan belts for wear and correct tension and replace at least annually
- Ensure filter is installed facing the proper direction relative to air flow (usually marked on filter housing)
- Write filter size, quantity, efficiency inside or outside the unit to help ensure correct replacement filters are used
- If the filter is damp or moldy, then try to find the source of the moisture and repair any leaks
- Consider purchasing and using a complete air pressure testing kit

Economizer
Inspect, clean, and lubricate:
- Check that dampers are not obstructed and dampers move freely. Observe the damper position under a range of
outside air conditions (fool the economizer controls with your hands or an electric hair dryer)
- Check the condition of damper seals to ensure that leakage is not excessive
- Tighten and adjust linkage if necessary
- Check movable economizer setpoints
- Calibrate and clean sensors
- Look for jumps in heating and cooling energy consumption, supply and exhaust air imbalances
- Conduct ongoing diagnostic with an Energy Management System
Action Plan Template • HVAC—Page 7

Action Roles & Responsibilities Implementation Dates Notes

Fans
Check fan, belts, and bearings:
- Include information on how to test the belt tightness for each piece of equipment (based on manufacturer’s
recommendations)
- Write the belt size and quantity inside or outside the unit to help ensure that the correct size is installed in the
future
- Check fan blades for dirt buildup, and clean accordingly
- Check alignment of belt and pulleys using a straight edge, and adjust/replace if necessary
- Check for noise, vibration, or heat from the bearing
- Check fan blades for chips or cracks that may cause noise or vibration
- Check fan current for accuracy
Ducts
Check cabinet access panels and duct connections for tight fit and air leaks. Seal any leaks and/or replace seals
around access panel if necessary
Heating
Test boiler combustion efficiency (monthly during heating seasons) by flue gas analysis. Typical combustion
efficiencies for standard boiler range from 70–85% depending on the firing rate of the boiler. Efficiency usually drops
at lower firing rates. The efficiency for condensing boilers should be as high as 95% (Have a qualified technician
perform boiler maintenance.)
Conduct the following furnace operation checks:
- Inspect for smooth ignition and proper flame color. Clean the burners if there are problems with the ignition or
flame
- Check for operation of limit devices or flame sensors
- Check manufacturer’s guidelines for proper operation
- Test gas connections for leaks
- Perform the AGA furnace heat exchanger leakage test annually (www.aga.org)
- Inspect the flue for blockage
- Repair or replace other components as necessary
Clean the heat exchanger condenser and evaporator coils

Bi-Annually Fill in implementation Date

Controls
Conduct school energy consumption comparisons with similar school buildings and season-to-season comparison,
normalized for heating degree days
Other
Inspect electrical connections and tighten if necessary to prevent overheating and/or improper equipment operation.
For safety reasons, shut off all power to the unit before handling

Annually Fill in implementation Date

Air Compressor
Inspect all couplings for proper function and alignment *
Check all shaft seals for leakage or wear *
Action Plan Template • HVAC—Page 8

Action Roles & Responsibilities Implementation Dates Notes

Inspect airline filters. Replace particulate and lubricant removal elements when pressure drop exceeds
2–3 psid *
Check and secure all compressor mountings *
Air Conditioning
Chiller
Clean condenser and evaporator tubes as part of shutdown procedures *
As required, conduct eddy current test to assess tube wall thickness *
Clean evaporator tubes as part of shutdown procedures *
Check all compressor motor and assembly alignments to specification. Check all seals and provide lubrication
where necessary *
Compressor oil system
- Conduct analysis on oil and filter
- Change as required
- Check oil pump and seals
- Check oil heater and thermostat
- Check all strainers, valves, etc. *
Assess proper water flow in evaporator and condenser *
Add refrigerant as required. Record amounts and address leakage issues *
Cooling Tower
Remove all dust, scale, and algae from tower basin, fill, and spray nozzles *
Inspect bearings and drive belts for wear. Adjust, repair, or replace as necessary *
Check the condition of the motor through temperature or vibration analysis to assure long life *
Heating
Boiler
Follow manufacturer’s recommendation on cleaning and preparing waterside surfaces *
Follow manufacturer’s recommendation on cleaning and preparing fireside surfaces *
Inspect and repair refractories on fireside and use recommended material and procedures *
Remove and recondition or replace relief valves *
Clean and recondition feedwater pumps. Clean condensate receivers and deaeration system *
Clean and recondition system pumps, filters, pilot, oil preheaters, oil storage tanks, and other system components *
Check hydraulic and pneumatic valves operation and repair as necessary *
Make adjustments to ensure optimal flue gas composition. Record composition, firing position, and temperature *
As required, conduct eddy current test to assess tube wall thickness *
Controls
Establish policies and procedures for maintaining temperature settings
Inspect all access panels and gaskets, particularly on the supply-air side
Calibrate all sensors for temperature, pressure, humidity, and flow *
Action Plan Template • HVAC—Page 9

Action Roles & Responsibilities Implementation Dates Notes

Compressors
Measure the current draw on compressors and analyze the coil to see if moisture or acid are present (inexpensive
temperature indicator tapes may be used to measure case temperature, a frequent precursor of compressor failure).
Reference the manufacturer’s guidelines for compressors
Others
Clean all electrical terminals. Check electronic controls and replace any defective parts *
Inspect piping insulation annually, as they tend to degrade over time, especially if exposed to sunlight
Motors
Inspect bearings and drive belts for wear. Adjust, repair, or replace as necessary *
Check the condition of the motor through temperature or vibration analysis to assure long life *
Check for balanced three-phase power. Unbalanced power can shorten the motor life through excessive heat
buildup *
Check for over-voltage or under-voltage conditions. Over- or under-voltage situations can shorten the motor life
through excessive heat buildup *
Pumps
Inspect bearings and drive belts for wear. Adjust, repair, or replace as necessary *
Check the condition of the motor through temperature or vibration analysis to assure long life *

Once Every Multiple Years Fill in implementation Date

Air-Conditioning
Check cooling efficiency every 3–5 years, or following a change in the HVAC system. Find the cooling efficiency
based on the following parameters:
- Airflow
- Temperatures
- Electrical Demand
Verify correct refrigerant charge every 3–5 years, or following a change to HVAC system or when evidence of a leak
is detected
- These measurements must be performed by an EPA-certified technician
- See manufacturers’ recommendations for more information. It usually makes sense to perform this measurement
as part of system checkup that includes supply-air testing
Fan
Check that actual supply-air flow matches the design value every 3–5 years or after changes to HVAC system
changes
- Airflow tests should be performed by trained technicians
- If airflow is lower than manufacturer’s specifications, check for obstructions in duct or closed balancing dampers
before increasing fan speed setting (Eliminating obstructions is preferred over increasing fan speed to reduce noise
and save energy.)
- If airflow exceeds manufacturer’s specifications, reduce the fan speed per manufacturer’s instructions to achieve
correct airflow and save fan energy. Fan speed can be adjusted using the electrical connections to select different
motor speeds, using a pulley (sheave) adjustment, or replacement to change the fan speed
Action Plan Template • HVAC—Page 10

Action Roles & Responsibilities Implementation Dates Notes

Duct
Test duct and air handler leakage every 5 years or following a change to the duct system or replacement of HVAC
equipment

Training Fill in implementation Date

Train facilities staff to conduct HVAC energy consumption comparisons with similar school buildings and season-to-
season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (fuel consumption).
Prepare the notes when the information is fresh
Train teachers or other staff on how to use programmable thermostats
Train or hire qualified technicians for specialized equipment maintenance (e.g., boiler)

Communications Fill in implementation Date

Communicate to facilities staff the importance of keeping detailed notes on equipment service records and energy
use, when the information is fresh
Communicate to facilities staff the importance of conducting school energy consumption comparisons with similar
school buildings and season-to-season comparison, normalized for heating degree days
Communicate HVAC consumption comparison results to school and district administrators to demonstrate the
benefits of energy management
Maintain adequate communications between central staff and building operators
Communicate to facilities staff that the boiler is usually the single largest piece of energy-using equipment

Other Actions Fill in implementation Date

Reset time clocks after every power outage *

* FEMP O&M: Federal Energy Management Program Operations and Maintenance Best Practices Guide; http://www1.eere.energy.gov/femp/operations_maintenance/om_bpguide.html
Action Plan Template • WATER HEATING—Page 1

Action Roles & Responsibilities Implementation Dates Notes

Monthly Fill in implementation Date
Walk-through check for leaks and pipe corrosion
- Pipes
- Valves
- Fixtures
Track water usage and compare seasonally
Identify water usage disparities and adjust O&M
Maintain notes on service records and electricity consumption. Prepare the notes when the information is fresh
Compare water consumption with similar school buildings seasonally, normalized for heating degree days

Quarterly Fill in implementation Date

Walk-through check:
- Burners
- Gauges
- Pumps

Bi-Annually Fill in implementation Date

Calibrate water temperature setpoints to between 120°F and 140°F

Annually Fill in implementation Date

Establish and re-evaluate policies and procedures for maintaining temperature settings
Flush water heating system with hot water including storage tanks and pipes. Sediments reduce heat transfer
efficiency
Inspect piping insulation annually, as it tends to degrade over time, especially if exposed to sunlight

Training Fill in implementation Date

Train O&M personnel:
- Setting water temperature
- Identifying aging insulation
- Identifying leaks
Train facilities staff to conduct water heating energy consumption comparisons with similar school buildings and
season-to-season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (fuel consumption).
Prepare the notes when the information is fresh
Action Plan Template • WATER HEATING—Page 2

Action Roles & Responsibilities Implementation Dates Notes

Communications Fill in implementation Date
Communicate to facilities staff the importance of keeping detailed notes on equipment service records and energy
use, when the information is fresh
Communicate to facilities staff the importance of conducting school energy consumption comparisons with similar
school buildings and season-to-season comparison, normalized for heating degree days
Communicate water heating consumption comparison results to school and district administrators to demonstrate
the benefits of energy management
Maintain adequate communications between central staff and building operators

Other Actions Fill in implementation Date

Action Plan Template • BUILDING ENVELOPE—Page 1

Action Roles & Responsibilities Implementation Dates Notes

Monthly Fill in implementation Date
Ensure all doors and windows are closed when the air-conditioning or heating system is operating
Ensure all freight or overhead doors are closed when they are not in use
Maintain notes on service records and electricity consumption. Prepare the notes when the information is fresh
Compare building envelope energy consumption with similar school buildings seasonally, normalized for heating
degree days

Quarterly Fill in implementation Date

Check for and repair building leaks in the following areas:
- Doors (caulking and weather-stripping)
- Windows (caulking and weather-stripping)
- Foundation (caulking and weather-stripping)
- Walls (caulking and weather-stripping)
- Roofs (caulking, weather-stripping, clean roof drain screens)

Bi-Annually Fill in implementation Date

Annually Fill in implementation Date

Inspect all attic spaces to monitor and maintain proper attic space ventilation (unless the space was specifically
designed as non-vented space). Note, exhaust system should not exhaust into the attic space, especially if it
contains moisture. Exhaust diminishes insulation effectiveness

Training Fill in implementation Date

Train facilities staff to conduct building envelope energy consumption comparisons with similar school buildings and
season-to-season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (electricity
consumption). Prepare the notes when the information is fresh
Train facilities staff, teachers, students, and staff not to open doors and windows when the air-conditioning or
heating system is operating
Train facilities staff to close all freight or overhead doors when not in use
Train facilities staff how to check for and repair building leaks in the following areas:
- Doors (caulking and weather-stripping)
- Windows (caulking and weather-stripping)
- Foundation (caulking and weather-stripping)
- Walls (caulking and weather-stripping)
- Roofs (caulking and weather-stripping)
Action Plan Template • BUILDING ENVELOPE—Page 2

Action Roles & Responsibilities Implementation Dates Notes

Communications Fill in implementation Date
Communicate to facilities staff, teachers, students, and staff the importance of not opening doors and windows
when the air-conditioning or heating system is operating
Communicate to facilities staff the importance of closing all freight or overhead doors when not in use
Communicate to facilities staff the importance of checking for and repairing building leaks to save energy
Communicate the importance of conducting building envelope energy consumption comparisons with similar
schools and season-to-season comparison
Communicate the importance of maintaining notes on service records and electricity consumption for the building
envelope
Communicate building envelope energy consumption comparison results to school and district administrators to
demonstrate the benefits of energy management
Maintain adequate communications between central staff and building operators

Other Actions Fill in implementation Date

Action Plan Template • TRANSFORMER

Action Roles & Responsibilities Implementation Dates Notes

Once Fill in implementation Date
Prior to renovations, sample test building distribution transformers to determine the loading profile. Right-size the
distribution transformers based on the loading profile and use the most efficient distribution transformer allowable
by Code.

Monthly Fill in implementation Date

Clean transformer rooms. Inspect transformer rooms to ensure transformers are not blocked by storage material.
Remove any storage material to avoid excess heat build-up.

Quarterly Fill in implementation Date

Bi-Annually Fill in implementation Date

Annually Fill in implementation Date

Training Fill in implementation Date

Communications Fill in implementation Date

Other Actions Fill in implementation Date

Action Plan Template • PLUG LOADS—Page 1

Action Roles & Responsibilities Implementation Dates Notes

Once Fill in implementation Date
Install computer hibernation settings on network
Install power strips to help students and teachers turn off appliances and equipment together when not in use.
Note: Do not overload the power strip and/or building circuit
Conduct a survey of all the plug-in appliances
- Determine their loads
- Identify the appliances that may be turned off during after-school hours
- Identify the appliances with phantom loads and implement an unplug plan

Daily Fill in implementation Date

Check and unplug any equipment or appliances that are not in use (turning off may not be enough; some
appliances draw phantom loads, even when off). Students and teachers are the best group to conduct this check:
- Computers
- Televisions
- DVD players
- VCRs
- Projectors
- Radios
- CD players
- Printers, scanners, fax machines, copiers
- Desktop and floor lamps
- Coffee makers
- Personal electric heaters
- Toaster ovens
- Etc.

Monthly Fill in implementation Date

Set computer hibernation settings to shortest tolerable time (recommended 30 minutes)
Recognize students and staff for good computer energy efficiency habits
Maintain notes on service records and electricity consumption. Prepare the notes when the information is fresh
Compare plug load energy consumption with similar school buildings seasonally, normalized for heating degree
days

Quarterly Fill in implementation Date

Bi-Annually Fill in implementation Date

Set timer on vending machines
Turn off vending machine lights
Action Plan Template • PLUG LOADS—Page 2

Action Roles & Responsibilities Implementation Dates Notes

Annually Fill in implementation Date
Request vending machine companies to perform annual coil cleaning and maintenance on their vending machines

Training Fill in implementation Date

Train staff and faculty on installing computer hibernation settings on network
Train facilities staff to conduct plug load energy consumption comparisons with similar school buildings and
season-to-season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (electricity
consumption). Prepare the notes when the information is fresh
Train facilities staff to unplug plug loads during vacations and other shut down periods

Communications Fill in implementation Date

Develop a student and faculty computer usage and roles program promoting energy efficiency
Communicate the importance of conducting plug load consumption comparisons with similar schools and
season-to-season comparisons
Communicate the importance of maintaining notes on service records and electricity consumption for plug
loads
Communicate plug load energy consumption comparison results to school and district administrators to
demonstrate the benefits of energy management
Maintain adequate communications between central staff and building operators

Other Actions Fill in implementation Date

Action Plan Template • KITCHEN EQUIPMENT

Action Roles & Responsibilities Implementation Dates Notes

Monthly Fill in implementation Date
Routinely clean coils and vents
- Refrigerators
- Ovens
- Fryers
- Ice makers
- Dishwashers
Reduce preheating and non-use times for appliances
Maintain notes on service records and electricity consumption. Prepare the notes when the information is fresh
Compare kitchen equipment energy consumption with similar school buildings seasonally, normalized for heating
degree days

Quarterly Fill in implementation Date

Bi-Annually Fill in implementation Date

Annually Fill in implementation Date

Ensure adequate amounts of make-up air for kitchen exhaust systems, to avoid exhausting conditioned air

Training Fill in implementation Date

Train facilities staff to conduct kitchen energy consumption comparisons with similar school buildings and season-to-
season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (electricity
consumption). Prepare the notes when the information is fresh
Train staff on importance of reducing preheating and non-use times for appliances

Communications Fill in implementation Date

Communicate importance of reducing preheating and non-use times for appliances
Communicate the importance of conducting kitchen energy and water consumption comparisons with similar
schools and season-to-season comparison
Communicate the importance of maintaining notes on service records and electricity consumption for kitchens
Communicate kitchen equipment energy consumption comparison results to school and district administrators to
demonstrate the benefits of energy management
Maintain adequate communications between central staff and building operators

Other Actions Fill in implementation Date

Action Plan Template • SWIMMING POOL

Action Roles & Responsibilities Implementation Dates Notes

Monthly Fill in implementation Date
Ensure that the swimming pool is covered when unused
Maintain the pool for the following settings:
- Correct water temperature control
- Nighttime setback
- Proper filter cleaning
Maintain notes on service records and electricity consumption. Prepare the notes when the information is fresh
Compare swimming pool energy and water consumption with similar school buildings seasonally, normalized for
heating degree days

Quarterly Fill in implementation Date

Bi-Annually Fill in implementation Date

Annually Fill in implementation Date

Training Fill in implementation Date

Train facilities staff to conduct swimming pool energy consumption comparisons with similar school buildings and
season-to-season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (electricity
consumption). Prepare the notes when the information is fresh
Train pool maintenance staff, students, teachers, and staff to maintain the pool for energy efficiency and to operate
the pool cover

Communications Fill in implementation Date

Communicate the importance of conducting pool energy and water consumption comparisons with similar schools
and season-to-season comparison
Communicate the importance of maintaining notes on service records and electricity consumption for pools
Communicate swimming pool energy consumption comparison results to school and district administrators to
demonstrate the benefits of energy management
Maintain adequate communications between central staff and building operators

Other Actions Fill in implementation Date

Action Plan Template • BUILDING AUTOMATION SYSTEMS

Action Roles & Responsibilities Implementation Dates Notes

Once
Upon the initial installation of the control system, request the system installer to check the program and building and
ensure proper system operation.
Note: Setting the control system parameter to the mechanical engineering specifications without confirming the
settings with actual building operation may not be energy-efficient

Monthly Fill in implementation Date

Check and calibrate BAS settings for accuracy and adherence to the building operations manual
If BAS has data trending and downloading function, analyze BAS data for areas of potential energy savings. Cross-
reference BAS data with benchmarking and baselines

Compare school energy consumption with similar school buildings seasonally, normalized for heating degree days

Quarterly Fill in implementation Date

Bi-Annually Fill in implementation Date

Annually Fill in implementation Date

Training Fill in implementation Date

Train facilities staff how to use all of the functionalities of the BAS
Train facilities staff on the importance of the BAS for energy management
Train facilities staff to conduct school building energy consumption comparisons with similar school buildings and
season-to-season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (electricity
consumption). Prepare the notes when the information is fresh

Communications Fill in implementation Date

Communicate the importance of the BAS for energy management and all the BAS’s capabilities to monitor the
building
Communicate energy consumption comparison results to school and district administrators to demonstrate the
benefits of energy management
Maintain adequate communications between central staff and building operators

Other Actions Fill in implementation Date

Action Plan Template • OTHER

Action Roles & Responsibilities Implementation Dates Notes

Monthly Fill in implementation Date
Check portable classroom programmable thermostat settings
Reduce non-use times for heavy appliances
Maintain notes on service records and electricity consumption for portable classrooms. Prepare the notes when the
information is fresh
Compare portable classroom energy consumption with similar school buildings seasonally, normalized for heating
degree days

Quarterly Fill in implementation Date

Check portable classroom insulation for air leaks

Bi-Annually Fill in implementation Date

Annually Fill in implementation Date

Training Fill in implementation Date

Train facilities staff to conduct portable classroom energy consumption comparisons with similar school buildings
and season-to-season comparison, normalized for heating degree days
Train facilities staff to maintain detailed notes on the equipment service records and energy use (electricity
consumption). Prepare the notes when the information is fresh

Communications Fill in implementation Date

Limit use of heavy specialty appliances to non-peak hours
Communicate to staff and faculty the portable classroom programmable thermostat temperature policy
Communicate the importance of conducting portable classroom consumption comparisons with similar schools and
season-to-season comparison
Communicate the importance of maintaining notes on service records and electricity consumption for portable
classrooms
Communicate portable classroom energy consumption comparison results to school and district administrators to
demonstrate the benefits of energy management
Maintain adequate communications between central staff and building operators

Other Actions Fill in implementation Date