Free Checklist Templates for Sustainability

Sustainability

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OR

Green Building Standards Checklist

Benchmarking and Audit

Pull 12 months of utility data into ENERGY STAR Portfolio Manager

Commission an ASHRAE Level II energy audit

Decide the certification target

Build the retrofit capex budget

Energy Efficiency Retrofits

Replace common-area lighting with LED fixtures

Upgrade HVAC to high-efficiency equipment

Seal envelope leaks identified in the audit

Install submetering on tenant spaces

Water Conservation

Retrofit fixtures to WaterSense specifications

Convert irrigation to drip and smart controllers

Repair leaks flagged in the water audit

Materials and Waste

Adopt a green purchasing policy

Stand up tenant recycling and composting

Track construction waste diversion on retrofits

Indoor Environmental Quality

Specify low-VOC paints, adhesives, and sealants

Verify outside-air ventilation rates against ASHRAE 62.1

Run quarterly IAQ testing

Upgrade filtration to MERV-13 minimum

Site and Community

Evaluate green or cool roof retrofit

Add EV charging and bike infrastructure

Plan a community garden or shared green space

Certification and Reporting

Run tenant sustainability training

Submit the certification application

Address GBCI clarification requests

File the annual benchmarking report

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Restaurant Sustainability Practices Checklist

Energy Efficiency

Convert lighting fixtures to LED

Verify Energy Star ratings on kitchen equipment

Program thermostat schedules for service hours

Install occupancy sensors in walk-ins and storerooms

Conduct a quarterly energy audit

Build a prioritized energy upgrade plan

Water Conservation

Install low-flow faucets and pre-rinse spray valves

Inspect plumbing for leaks at sinks and ice machines

Log the monthly water meter reading

Verify dishwasher and ice machine WaterSense ratings

Add aerators to FOH and BOH hand sinks

Waste Reduction

Set up source-separated recycling stations

Launch a back-of-house compost stream

Partner with a local food rescue organization

Track daily food waste at prep and post-service

Move menus and receipts to digital formats

Sustainable Sourcing

Source produce from farms within 150 miles

Verify seafood against Seafood Watch ratings

Contact suppliers for verified seafood alternatives

Add plant-forward entrees to the core menu

Audit top suppliers for sustainability certifications

Eco-Friendly Products

Switch to-go containers to BPI-certified compostable

Eliminate single-use plastic straws and cutlery

Replace cleaning chemicals with Green Seal certified

Green Building and Remodeling

Specify FSC-certified wood and low-VOC finishes

Maximize daylighting in the dining room

Insulate walk-in coolers and hot-water lines

Upgrade to ENERGY STAR windows and doors

Plant native, drought-tolerant landscaping

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Sustainable Fleet Operations Checklist

Fuel Economy and PM Compliance

Pull MPG by tractor from telemetry

Flag tractors below the 6.5 MPG threshold

Audit PM compliance against the A/B/C schedule

Verify tire pressure and tread on the worst-MPG units

Review aftertreatment and forced regen frequency

Idle Reduction and Eco-Driving

Pull idle-percentage report from Motive or Samsara

Identify drivers above the 25% idle threshold

Schedule eco-driving coaching for flagged drivers

Review hard-brake and over-RPM events by driver

Confirm APU or bunk-heater function on sleeper units

Alternative Power and Spec Decisions

Review spec options for the next tractor order

Decide on alternative power for the next replacement cycle

Map charging or fueling infrastructure on core lanes

Confirm utility service capacity at the home terminal

Route and Load Optimization

Review deadhead percentage from the TMS

Identify backhaul opportunities on top three lanes

Evaluate intermodal conversion for 700+ mile lanes

Reduce empty miles through drop-and-hook agreements

Emissions Tracking and Reporting

Pull total gallons burned from IFTA fuel data

Calculate Scope 1 CO2e from quarterly fuel burn

Compare CO2e against the prior-quarter baseline

Update the SmartWay partner submission

File the customer scorecard responses

Quarterly Review and Sign-Off

Review fleet MPG against the quarterly target

Decide whether a corrective action plan is needed

Draft the corrective action plan

Sign off on the quarterly sustainability report

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Sustainable Procurement Checklist

Policy and Goal Setting

Draft the sustainable procurement policy

Set measurable annual targets

Train property managers and maintenance leads

Vendor Qualification

Add sustainability criteria to vendor onboarding

Collect COI, W-9, and certifications

Score the vendor against the sustainability rubric

Send the vendor a corrective action plan

Add the approved vendor to AppFolio

Product and Material Standards

Specify low-VOC paint for make-ready repaints

Require ENERGY STAR appliances on replacement

Choose WaterSense fixtures for plumbing turnover

Adopt Safer Choice cleaning products

Capex and Lifecycle Costing

Run total cost of ownership on HVAC replacements

Plan the LED retrofit for common areas

Route appliance haul-aways through certified recyclers

Monitoring and Reporting

Track utility consumption per property

Review the quarterly vendor scorecard

Issue an improvement notice to the vendor

Publish the annual report to owners

Collect resident and owner feedback

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Water Conservation Measures Checklist

Baseline Audit and Inventory

Pull 12 months of utility water bills

Inventory plumbing fixtures by unit type

Identify the irrigation system type

Plumbing Fixture Retrofit

Replace toilets with WaterSense 1.28 GPF models

Install 1.5 GPM showerheads in all units

Install 1.0 GPM aerators on bath faucets

Verify post-retrofit pressure on each fixture

Irrigation and Landscaping

Convert spray heads to drip irrigation

Install a smart controller with rain sensor

Replace turf with drought-tolerant plantings

Apply mulch to all planting beds

Leak Detection and Repair

Run dye tablet test on every toilet

Read the master meter overnight

Document leaks found

Dispatch plumber to repair flagged leaks

Water Heater and Appliance Upgrades

Insulate hot water lines in mechanical rooms

Service common-area water heaters and boilers

Replace common-area laundry with ENERGY STAR machines

Tenant Engagement and Reporting

Distribute the water conservation tenant flyer

Set up the resident leak-report channel

Report savings to ownership

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