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Energy Efficiency Consultant interview scorecard

Pre-screening scorecard for Energy Efficiency Consultant candidates.

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engineering applied scienceashrae level iibuilding modelingcem certificationenergy audits
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Technical depth

35% weight

Check command of ASHRAE Level I to III audit protocols, IPMVP measurement and verification options, and modeling tools such as eQUEST, EnergyPlus or TRACE 700 for HVAC and lighting retrofits.

Evidence to listen for

  • Explains the physics or mechanism behind their work, not just the tooling
  • Names the standards, tolerances, and constraints they designed against
  • Can defend a design decision under follow-up questions
  • Distinguishes what they personally engineered from what the team delivered

Five-point scoring guide

1
Poor

Cannot explain the fundamentals of their own stated specialism.

2
Needs Improvement

Knows the vocabulary but not the underlying mechanism; struggles under follow-ups.

3
Satisfactory

Solid working knowledge for the role; depth thins out on edge cases.

4
Very Good

Strong command of the domain; explains trade-offs and defends decisions well.

5
Excellent

Names specific audit levels performed, defends baseline adjustments under IPMVP Option C, and explains model calibration against 12 months of utility bills.

02
Evaluation factor

Work that shipped

30% weight

Probe retrofit projects that reached implementation: measured kWh or therm savings, simple payback, incentive dollars secured through utility programs, and post-installation verification results.

Evidence to listen for

  • Names specific programmes, parts, or systems that reached production or field use
  • States their own scope inside the project
  • Can give measured outcomes: yield, cycle time, cost, failure rate
  • Explains what went wrong and what they changed

Five-point scoring guide

1
Poor

No delivered work; experience is coursework, lab-only, or purely observational.

2
Needs Improvement

Contributed to projects but cannot say what shipped or what their part was.

3
Satisfactory

Has delivered real work; outcomes described without numbers.

4
Very Good

Names shipped work and their scope, with some measured results.

5
Excellent

Cites named buildings with pre and post consumption data, realized savings versus projection, and rebate amounts captured through specific utility or state programs.

03
Evaluation factor

Diagnosis under uncertainty

20% weight

Test how they handle savings that fail to materialize: weather normalization disputes, unexpected occupancy changes, faulty submeters, or BAS trend data contradicting the original audit assumptions.

Evidence to listen for

  • Describes a real failure they chased to root cause
  • Shows a method: isolate variables, reproduce, measure, eliminate
  • Distinguishes correlation from cause
  • Says what they ruled out and why, not only what the answer turned out to be

Five-point scoring guide

1
Poor

No diagnostic method; guesses or escalates immediately.

2
Needs Improvement

Trial and error with no structure; cannot explain how they narrowed the cause.

3
Satisfactory

Reasonable method on familiar problems; less structured on novel ones.

4
Very Good

Clear systematic approach with a real root-cause story.

5
Excellent

Walks through a shortfall investigation using trend logs and degree-day normalization, isolates the cause, and revises recommendations rather than defending the original number.

04
Evaluation factor

Working across the org

15% weight

Assess how they move facility managers, CFOs and contractors toward approval: lifecycle cost cases, capital request packages, and coordination with mechanical contractors during commissioning.

Evidence to listen for

  • Explains technical constraints to non-technical stakeholders without condescension
  • Has negotiated scope, cost, or timeline with manufacturing, product, or suppliers
  • Documents decisions so others can act on them
  • Takes review feedback without defensiveness

Five-point scoring guide

1
Poor

Cannot communicate outside their specialism; dismissive of other functions.

2
Needs Improvement

Communication gaps cause rework; avoids stakeholder contact.

3
Satisfactory

Works adequately with other teams; documentation is thin.

4
Very Good

Communicates clearly across functions; reliable collaborator.

5
Excellent

Describes converting a skeptical finance owner using NPV and O and M impacts, then staying engaged through contractor scoping and functional testing.

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