Standard Guide for Building Energy Performance and Improvement Evaluation in the Assessment of Property Condition

SIGNIFICANCE AND USE
4.1 Uses—This guide is intended for use on a voluntary basis by parties who wish to conduct a BEPIE. The process defined in this guide involves: (1) the collection of building and equipment information, including whole building energy consumption, much of which is typically collected as part of an E2018  PCA; (2) weather-normalizing the whole building energy consumption to obtain an EUI; (3) benchmarking the EUI to compare against the EUI of peer buildings; and (4) determining if the building’s EUI is under-performing compared to the EUI of peer buildings. If the building’s EUI is under-performing, the guide (1) evaluates the extent to which the building is under-performing; (2) provides guidance on what energy efficiency improvements might be made to bring the building to the performance level of its peers; and (3) provides guidance to obtain a probable cost for these energy efficiency improvements. The guide is intended principally as an approach to conducting a standardized building energy performance inquiry in connection with commercial real estate involved in a commercial real estate transaction with the intent to identify a condition of EUI under-performance compared to peer buildings. The guide provides for two approaches: a Screening Assessment (SA) that may be conducted, for example, as an adjunct to an E2018  PCA during due diligence prior to an acquisition, and a More Comprehensive Assessment (MCA) that would include more rigorous investigation as may, for example, be conducted by a building owner seeking to make an investment in EEMs. This guide is intended to reflect a commercially practical and reasonable inquiry.  
4.2 Clarifications on Use:  
4.2.1 Use in Conjunction with an E2018 PCA—This guide, when added as a supplemental scope of work to an E2018  PCA, is designed to assist the user and Consultant in developing information about energy consumption and energy efficiency improvements that may be undertaken to reduce energy consumption in a buil...
SCOPE
1.1 Purpose—The purpose of this guide is to define a commercially useful standard in the United States of America for incorporating building energy performance into an assessment of existing property condition, and specifically into a property condition assessment (PCA) on a building involved in a commercial real estate transaction. The guide is intended to provide a methodology for the user to identify building energy under-performance compared to peer buildings. If the building is under-performing compared to its peers, a methodology is provided to identify potential energy performance improvements and provide a probable cost for such improvements. The guide may be used independently or as a voluntary supplement to ASTM Guide E2018  PCA. Utilization of this guide and incorporating it into a PCA is voluntary. If the property owner is unwilling or unable to provide building energy consumption information and it is not possible to develop a reasonable estimate of building energy consumption, the methodology defined by this guide cannot be performed.  
1.2 Building Energy Performance and Improvement Evaluation (BEPIE)—the process as described in this guide by which a person collects, analyzes and reports on a building’s energy consumption, compares it to peer buildings and determines if the building is under-performing. If the building is under-performing, potential major improvements (energy efficiency measures, EEMs) that may reduce building energy consumption to achieve parity with peer buildings are identified and a probable cost is provided. Building energy performance as defined by this guide involves the collection of annual whole building energy consumption for heating, cooling, ventilation, lighting, and other related energy-consuming end-uses. Building energy consumption, for example, includes total electricity used at the building; purchased or delivered steam, hot water, or chilled water to the building; natur...

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Publication Date
30-Sep-2019
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ASTM E3224-19 - Standard Guide for Building Energy Performance and Improvement Evaluation in the Assessment of Property Condition
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This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the
Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
Designation: E3224 − 19
Standard Guide for
Building Energy Performance and Improvement Evaluation
1
in the Assessment of Property Condition
This standard is issued under the fixed designation E3224; the number immediately following the designation indicates the year of
original adoption or, in the case of revision, the year of last revision.Anumber in parentheses indicates the year of last reapproval.A
superscript epsilon (´) indicates an editorial change since the last revision or reapproval.
1. Scope weather-normalized and converted to energy use intensity
(EUI, kBTU/SF-yr), and then benchmarked against weather-
1.1 Purpose—The purpose of this guide is to define a
normalized energy consumption in peer buildings. If the
commercially useful standard in the United States of America
building consumes more energy than peer buildings, it is
for incorporating building energy performance into an assess-
assumed to be under-performing. For under-performing
ment of existing property condition, and specifically into a
buildings, the methodology provided in this guide identifies
property condition assessment (PCA)onabuildinginvolvedin
potential energy improvements and associated costs that may
a commercial real estate transaction. The guide is intended to
be able to bring the building to parity with peers. If electricity
provide a methodology for the user to identify building energy
is generated on site from renewable/alternative energy systems
under-performancecomparedto peerbuildings.Ifthebuilding
(for example, solar photovoltaic systems, wind energy genera-
is under-performing compared to its peers, a methodology is
tor technology, fuel cells, or microturbines), the electricity
provided to identify potential energy performance improve-
produced is considered energy savings and is netted against
mentsandprovideaprobablecostforsuchimprovements.The
building energy requirements with the purpose of reducing
guidemaybeusedindependentlyorasavoluntarysupplement
building EUI.Theassessmentconductedforthe BEPIEmaybe
to ASTM Guide E2018 PCA. Utilization of this guide and
a Screening Assessment (SA) that might be conducted in due
incorporating it into a PCA is voluntary. If the property owner
diligence prior to building acquisition, or a More Comprehen-
is unwilling or unable to provide building energy consumption
sive Assessment (MCA) that might be conducted by the owner
information and it is not possible to develop a reasonable
of a building who may have had an SA conducted prior to
estimate of building energy consumption, the methodology
acquiringthebuilding.A BEPIEasperformedaccordingtothis
defined by this guide cannot be performed.
guide is building- and site-specific. For multifamily type
1.2 Building Energy Performance and Improvement Evalu-
property, the BEPIE is property-specific where a property may
ation (BEPIE)—theprocessasdescribedinthisguidebywhich
include multiple buildings. For such cases, data from the
a person collects, analyzes and reports on a building’s energy
multiple buildings are aggregated prior to analysis.
consumption, compares it to peer buildings and determines if
the building is under-performing. If the building is under-
1.3 Objectives—Objectivesinthedevelopmentofthisguide
performing, potential major improvements (energy effıciency
areto:(1)defineacommerciallyusefulguideforincorporating
measures, EEMs) that may reduce building energy consump-
building energy performance into the assessment of existing
tion to achieve parity with peer buildings are identified and a
propertyconditionaspartofduediligenceassociatedwithreal
probable cost is provided. Building energy performance as
estate transactions conducted pre-acquisition, post-acquisition
defined by this guide involves the collection of annual whole
or independent of an acquisition; (2) identify buildings that
building energy consumption for heating, cooling, ventilation,
consume more energy than their peers, that is, are under-
lighting, and other related energy-consuming end-uses. Build-
performing relative to peers; (3) identify how under-
ing energy consumption, for example, includes total electricity
performing buildings might be improved and provide a prob-
used at the building; purchased or delivered steam, hot water,
able cost to bring under-performing buildings to parity with
or chilled water to the building; natural gas, fuel oil, propane,
peers; (4) define a commercially useful and reliable guide for
biomass, or any other matter consumed as fuel at the building.
conducting a building energy performance and improvement
Annual whole building energy consumption in kBTU/yr is
evaluation; (5) facilitate consistency in conducting and repo
...

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