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The primary steps in conducting a building energy assessment include preliminary due diligence by collecting information about the building layout, size, square footage, and type of operation, followed by preliminary analysis to identify heating or cooling loads and base loads. Scheduling a field study with the customer is the next step to understand the facility better. Data collected on-site can lead to further analysis at the desk, resulting in a list of recommendations for the client. It is important to prioritize and focus on a short list of recommendations to perform detailed analysis and create a proper budget.
