Falling somewhere between energy benchmarking policies and building performance standards, audit and tune-up policies assess the current state of energy systems in different buildings and encourage owners and operators to make reasonable energy upgrades within those same buildings whenever possible. To meet local governments’ interest in learning more about these policies and effectively implementing them, the Institute of Market Transformation (IMT) and the Urban Sustainability Directors Network (USDN) hosted a series of calls that addressed key considerations for local governments creating and implementing audit and tune-up policies. The group members represented local governments that had adopted or implemented energy audit or tune-up polices. This report summarizes those discussions and provides recommendations for local governments developing similar policies.

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