ASTM-E2797 Standard Practice for Building Energy Performance Assessment for a Building Involved in a Real Estate Transaction

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Standard Practice for Building Energy Performance Assessment for a Building Involved in a Real Estate Transaction



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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 or unable 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 renewable/alternative energy systems (for example, wind energy generator technology, fuel cells, microturbines 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 benchmarking, labeling, disclosure, or mandatory auditing regulations; (3) supplement as needed a property condition assessment conducted in accordance with Guide E2018 or an environmental site assessment conducted in accordance with Practice E1527; (4) provide that the process for building energy performance data collection, compilation, analysis, and reporting is consistent, transparent, practical and reasonable; and (5) provide an industry standard for the conduct of a BEPA on a building involved in a commercial real estate transaction, subject to existing statutes and regulations which may differ in terms of scope and practice.

1.4 Documentation—The scope of this practice includes data collection, compilation and reporting requirements. Documentation of all sources, records, and resources relied upon in the investigation is provided in the report.

1.5 Considerations Outside the Scope—The use of this practice is limited to the collection, compilation, and analysis of building energy performance information as defined by this practice. While this information may be used to facilitate building benchmarking, labeling, rating or ranking, reporting of building energy performance information between a seller and a buyer or a landlord and a tenant on a voluntary basis or as may be required by building benchmarking, labeling, disclosure or mandatory auditing regulations applicable to the building, or any other use, such use is beyond the scope of this practice.

1.6 Organization of This Practice—This practice has 13 sections and 11 appendices. The appendices are included for informational purposes only and are not part of the procedures prescribed in this practice.

Section 1

Describes the scope of the practice.

Section 2

Identifies referenced documents.

Section 3

Provides terminology pertinent to the practice.

Section 4

Discusses the significance and use of the practice.

Section 5

Discusses the relationship between this practice and ASTM E2018 or ASTM E1527.

Section 6

Describes the user's responsibilities under this practice.

Section 7

Describes the BEPA process.

Section 8

Describes the site visit and walk-through.

Section 9

Discusses interviews with owner , operator, or key site manager.

Section 10

Describes records collection for the BEPA process.

Section 11

Provides the records analysis methodology for building energy use data.

Section 12

Focuses on BEPA report preparation and reporting of building energy use information.

Section 13

Identifies non-scope considerations.

Appendix X1

Provides the legal background on federal, state, or local building energy use disclosure legislation and regulation.

Appendix X2

Identifies building energy performance and sustainability labeling programs.

Appendix X3

Discusses government and utility energy efficiency incentives and grants.

Appendix X4

Provides guidance on suggested qualifications for the consultant conducting the BEPA.

Appendix X5

Information that can be collected from the property owner/operator/key site manager.

Appendix X6

Provides a recommended table of contents and report format for the BEPA.

Appendix X7

Provides general property types with categories and subcategories that can impact building energy use.

Appendix X8

Provides a general commercial building survey checklist.

Appendix X9

Presents carbon emission estimation methodology associated with combustion processes related to energy use in a commercial building.

Appendix X10

Provides common no-cost/low-cost energy saving measures for commercial buildings.

Appendix X11

Provides illustrative example of building site energy use calculations.

1.7 Units—The values stated in inch-pound units are to be regarded as the standard. The values given in parentheses are mathematical conversions to SI units that are provided for information only and are not considered standard.

1.8 This practice cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this practice may be applicable in all circumstances. This ASTM standard practice is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this practice be applied without consideration of a building’s many unique aspects. The word “standard” in the title means only that the practice has been approved through the ASTM consensus process.

1.9 Nothing in this practice is intended to create or imply the existence of a legal obligation for reporting of energy, performance, or other building-related information. Any consideration of whether such an obligation exists under any federal, state, local, or common law is beyond the scope of this practice.


building energy performance assessment (BEPA); commercial real estate; energy; energy use; environmental site assessment (ESA); property condition assessment (PCA); real estate transaction;; ICS Number Code 91.120.10 (Thermal insulation of buildings)

To find similar documents by ASTM Volume:

11.05 (Pesticides and Alternative Control Agents; Environmental Assessment; Hazardous Substances and Oil Spill Response)

To find similar documents by classification:

91.120.10 (Thermal insulation of buildings Thermal insulation in general, see 27.220 Thermal insulating materials, see 91.100.60)

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Publication Date

Dec. 1, 2015

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Page Count

33 pages

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