Small- and medium-sized enterprises (SMEs) increasingly need actionable energy-efficiency guidance but often face barriers to accessing high-quality onsite audits due to travel cost, limited staffing, and disruption to operations. Remote energy assessments offer a scalable alternative, yet their effectiveness depends on disciplined workflow design, data-quality controls, and explicit treatment of uncertainty. This paper presents a Smart Remote Energy Assessment Framework that integrates (i) a Skill Matrix to screen which audit activities can be executed remotely with appropriate competency levels, and (ii) a Risk Matrix to classify data sources by reliability and trigger conservative assumptions or targeted onsite verification when needed. The framework was developed using mixed-methods inputs from practitioners and validated through case-based comparisons between remote reconstructions and traditional walkthrough audits. The framework is structured for engineering education and Industrial Training and Assessment Center (IAC/ITAC)-style workforce training, enabling competency-based learning outcomes in data interpretation, savings calculations, and decision-making under uncertainty.
http://orcid.org/https://0009-0003-7362-9627
Oklahoma State University
[biography]
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