Appendix B
Checklists for Retrofitting Buildings

The checklists in Appendix B are intended to draw attention to the scope of topics that may be necessary to explore during the pre-design phases of an existing facility’s retrofit. Not all topics may require equal weight or depth of critical analysis, accuracy or completeness. The intent of the checklists is to support the reader to proactively manage the project, exercising due diligence and prudence and, to develop a relevant and comprehensive pre-design stage project information database.

The integration of pre-design studies requires careful planning, close collaboration and co-operation between all of the consulting professionals involved, the management of which would be a key function of the project architect and the owner’s project manager.

1. Functional Program Checklist

2. Building Audit Checklist

3. Design Workshop Checklist

4. Performance Design Concept Checklist

4a. Site Data

In a retrofit project, the building site, form and orientation are existing conditions to consider and exploit. Some site features can ultimately affect the building energy usage and occupancy comfort levels as well as contribute towards improved indoor air quality.


4b. Site Analysis


4c. Building Retrofit Concepts

5. Structured Design Checklist

6. Enclosure Design Checklist

7. Upgrades to Existing Lighting and Power Systems

8. Upgrades to Existing HVAC System

Click for Full PDF Checklist

9. Materials Selection Checklist

Click for Full PDF Checklist

10. Design and Documentation Checklist

11. Construction Quality Assurance Strategies Checklist

12. Operation Quality Assurance Strategies Checklist