ASTM E2797-11
(Practice)Standard Practice for Building Energy Performance Assessment for a Building Involved in a Real Estate Transaction
Standard Practice for Building Energy Performance Assessment for a Building Involved in a Real Estate Transaction
SIGNIFICANCE AND USE
Uses—This practice is intended for use on a voluntary basis by parties who wish to conduct a BEPA on a building. The process defined in this practice involves the collection of building energy use information, some of which may be collected as part of Guide E2018 PCA or Practice E1527 ESA. The practice is intended primarily as an approach to conducting a standardized inquiry designed to identify building energy performance in connection with a commercial property involved in a real estate transaction. This practice is intended to reflect a commercially practical and reasonable inquiry.
Clarifications on Use:
Use in Conjunction with Guide E2018 PCA or Practice E1527—This practice, when added as a supplemental scope of work to a Guide E2018 PCA or a Practice E1527 ESA, is designed to assist the user and consultant in developing information about energy use in a building or buildings involved in a real estate transaction. The BEPA also has utility to a wide range of persons, including those who may not be involved in a real estate transaction.
Independent Use—This practice may also be used independently of any other building assessment to determine building energy performance.
Site-Specific—This practice is property-specific in that it relates to existing building energy performance. The practice is not intended to replace Guide E2018 PCA or Practice E1527 ESA conducted by a qualified consultant or individual, but rather to supplement it.
Who May Conduct—A BEPA shall be performed by a qualified consultant or individual (hereafter referred to as the “Consultant”) with the education, training and experience necessary to perform the requirements of this practice (see Appendix X4). No practical approach can be designed to eliminate the role of professional judgment and the value and need for experience in the individual performing the inquiry. The professional experience of the Consultant is, consequently, important to the performance of this BEPA.
Additiona...
SCOPE
1.1 Purpose—The purpose of this standard is to define a commercially useful practice in the United States of America for conducting a building energy performance assessment (BEPA) on a building involved in a commercial real estate transaction and subsequent reporting of the building energy performance information. The practice is intended to provide a methodology to the user for the collection, compilation, analysis, and reporting of building energy performance information associated with a commercial building. The practice may be used independently or as a voluntary supplement to Guide E2018 for property condition assessments or Practice E1527 for Phase I environmental site assessments. Utilization of this practice and performance of a BEPA is voluntary. If the property owner (e.g., the seller) is unwilling to provide building energy use and cost information, a BEPA cannot be performed.
1.2 Building Energy Performance—This practice defines building energy performance as the building’s total annual energy use and cost for heating, cooling, electricity, and other related uses. Energy use, for example, includes total electricity purchased; purchased or delivered steam, hot water, or chilled water; natural gas; fuel oil; coal; propane; biomass; or any other matter consumed as fuel and any electricity generated on site from alternative energy systems (for example, wind energy generator technology or solar photovoltaic systems).
1.3 Objectives—Objectives in the development of this practice are to: (1) define a commercially useful practice for collecting, compiling, and analyzing building energy performance information associated with a building involved in a commercial real estate transaction; (2) facilitate consistency in the collection, compilation, analysis, and reporting of building energy performance information as may be required under building labeling, disclosure, or mandatory auditing regulations; (3) supplement ...
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Designation: E2797 − 11
StandardPractice for
Building Energy Performance Assessment for a Building
1
Involved in a Real Estate Transaction
This standard is issued under the fixed designation E2797; 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 ment conducted in accordance with Guide E2018 or an
environmental site assessment conducted in accordance with
1.1 Purpose—The purpose of this standard is to define a
Practice E1527; (4) provide that the process for building
commercially useful practice in the United States of America
energy performance data collection, compilation, analysis, and
for conducting a building energy performance assessment
reporting is consistent, transparent, practical and reasonable;
(BEPA) on a building involved in a commercial real estate
and (5)provideanindustrystandardfortheconductofa BEPA
transaction and subsequent reporting of the building energy
onabuildinginvolvedina commercial real estate transaction,
performanceinformation.Thepracticeisintendedtoprovidea
subject to existing statutes and regulations which may differ in
methodology to the user for the collection, compilation,
terms of scope and practice.
analysis, and reporting of building energy performance infor-
mation associated with a commercial building. The practice 1.4 Documentation—The scope of this practice includes
may be used independently or as a voluntary supplement to datacollection,compilationandreportingrequirements.Docu-
Guide E2018 for property condition assessments or Practice mentation of all sources, records, and resources relied upon in
E1527 for Phase I environmental site assessments. Utilization the investigation is provided in the report.
of this practice and performance of a BEPA is voluntary. If the
1.5 Considerations Outside the Scope—The use of this
property owner (e.g., the seller) is unwilling to provide
practice is limited to the collection, compilation, and analysis
building energy use and cost information, a BEPA cannot be
of building energy performance information as defined by this
performed.
practice. While this information may be used to facilitate
1.2 Building Energy Performance—This practice defines building benchmarking, labeling, rating or ranking, reporting
building energy performance as the building’s total annual of building energy performance information between a seller
energy use and cost for heating, cooling, electricity, and other and a buyer or a landlord and a tenant on a voluntary basis or
related uses. Energy use, for example, includes total electricity
as may be required by building labeling disclosure or manda-
purchased; purchased or delivered steam, hot water, or chilled tory auditing regulations applicable to the building, or any
water; natural gas; fuel oil; coal; propane; biomass; or any
other use, such use is beyond the scope of this practice.
other matter consumed as fuel and any electricity generated on
1.6 Organization of This Practice—This practice has 13
sitefromalternativeenergysystems(forexample,windenergy
sections and 12 appendices. The appendices are included for
generator technology or solar photovoltaic systems).
informational purposes only and are not part of the procedures
1.3 Objectives—Objectives in the development of this prac-
prescribed in this practice.
tice are to: (1) define a commercially useful practice for
Section 1 Describes the scope of the practice.
collecting, compiling, and analyzing building energy perfor- Section 2 Identifies referenced documents.
Section 3 Provides terminology pertinent to the practice.
mance information associated with a building involved in a
Section 4 Discusses the significance and use of the practice.
commercial real estate transaction; (2)facilitateconsistencyin
Section 5 Discusses the relationship between this practice and
ASTM E2018 or ASTM E1527.
the collection, compilation, analysis, and reporting of building
Section 6 Describes the user’s responsibilities under this practice.
energy performance information as may be required under
Section 7 Describes the BEPA process.
building labeling, disclosure, or mandatory auditing regula-
Section 8 Describes the site visit and walk-through.
Section 9 Discusses interviews with owner, operator,or key site
tions; (3) supplement as needed a property condition assess-
manager.
Section 10 Describes records collection for the BEPA process.
Section 11 Provides the records analysis methodology for building
1
This practice is under the jurisdiction of ASTM Committee E50 on Environ- energy use data.
Section 12 Focuses on BEPA report preparation and reporting of
mental As
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