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Standard Practice for Building Energy Performance Assessment for a Building Involved in a Real Estate Transaction 房地产交易中建筑物的建筑能源性能评估的标准实施规程
发布日期: 2022-04-01
1.1 目的- 本标准的目的是定义在美国进行 建筑能源性能评估(BEPA) 在涉及 商业房地产交易 以及后续报告 建筑节能性能 信息该实践旨在为 使用者 用于收集、汇编、分析和报告 建筑节能性能 与商业建筑相关的信息。 该实践可以单独使用,也可以作为指南的自愿补充 2018年 对于 财产状况评估 或练习 E1527 第一阶段 现场环境评估 . 利用此实践和执行 BEPA公司 是自愿的。如果财产 物主 (例如,卖方)不愿意或无法提供房屋 能源消耗 和成本信息 BEPA公司 无法执行。 1.2 建筑节能性能- 本惯例定义 建筑节能性能 作为建筑物的年度总收入 能源消耗 以及供暖、制冷、电力和其他相关用途的成本。 能源消耗 例如,包括购买的总电力;购买或交付的蒸汽、热水或冷冻水;天然气;燃料油;煤丙烷;生物量或作为燃料消耗的任何其他物质和现场产生的任何电力 可再生/替代 能源系统(例如,风能发电机技术、燃料电池、微型涡轮机或太阳能光伏系统)。 1.3 目标- 本实践的发展目标是: (1) 定义一种用于收集、编译和分析的商业实用做法 建筑节能性能 与建筑物相关的信息涉及 商业房地产交易 ; (2) 促进数据收集、汇编、分析和报告的一致性 建筑节能性能 根据建筑基准、标签、披露或强制性审计规定可能需要的信息; (3) 根据需要补充a 财产状况评估 按照指南进行 2018年 或者 现场环境评估 按照惯例进行 E1527 ; (4) 提供以下流程: 建筑节能性能 数据收集、汇编、分析和报告一致、透明、实用、合理;和 (5) 提供行业标准以进行 BEPA公司 在涉及 商业房地产交易 ,但受现有法规和条例的约束,这些法规和条例的范围和实践可能有所不同。 1.4 文件- 本实践的范围包括数据收集、汇编和报告要求。 调查所依赖的所有来源、记录和资源的文件在 汇报 . 1.5 范围外的注意事项- 本惯例的使用仅限于收集、汇编和分析 建筑节能性能 美国房地产交易本惯例定义的信息。虽然这些信息可用于促进建筑基准、标签、评级或排名、报告 建筑节能性能 卖方和买方或出租人和承租人之间自愿提供的信息,或适用于建筑物的建筑物基准、标签、披露或强制性审计规定或任何其他用途可能要求的信息,此类用途不在本惯例的范围内。 本ASTM标准惯例不取代现有法规。 1.6 本实践的组织- 本规程有13节和11个附录。附录仅供参考,不属于本规程规定程序的一部分。 部分 1. 描述了实践的范围。 部分 2. 识别参考文件。 部分 3. 提供与实践相关的术语。 部分 4. 论述了实践的意义和运用。 部分 5. 讨论本规程与ASTM指南之间的关系 2018年 或ASTM惯例 E1527 . 部分 6. 描述了 用户的 本惯例下的责任。 部分 7. 描述了 BEPA公司 过程 部分 8. 描述了 现场考察 和 穿行 . 部分 9 讨论 采访 具有 物主 , 操作人员 或 关键现场经理 . 部分 10 描述的记录收集 BEPA公司 过程 部分 11 提供用于构建的记录分析方法 能源消耗 数据 部分 12 专注于 BEPA报告 建筑物的准备和报告 能源消耗 信息 部分 13 确定非范围注意事项。 附录X1 提供联邦、州或地方建筑的法律背景 能源消耗 披露立法和法规。 附录X2 识别 建筑节能性能 和可持续性标签计划。 附录X3 讨论政府和公用事业部门的能效激励和拨款。 附录X4 为以下人员提供建议资格的指导: 顾问 执行 BEPA公司 . 附录X5 可以从酒店收集的信息 物主 / 操作人员 / 关键现场经理 . 附录X6 提供建议的目录和报告格式 BEPA公司 . 附录X7 提供具有可能影响建筑的类别和子类别的常规属性类型 能源消耗 . 附录X8 提供一般商业建筑调查清单。 附录X9 介绍了与以下相关燃烧过程相关的碳排放估算方法: 能源消耗 在商业建筑中。 附录X10 为商业建筑提供常见的无成本/低成本节能措施。 附录X11 提供了建筑的示例 现场能耗 计算。 1.7 单位- 以英寸-磅为单位的数值应视为标准值。括号中给出的值是到国际单位制的数学转换,仅供参考,不被视为标准值。 1.8 这种做法不能取代教育或经验,应与专业判断结合使用。并非本惯例的所有方面都适用于所有情况。本ASTM标准惯例无意代表或取代必须根据其判断给定专业服务是否充分的谨慎标准,也不应在不考虑建筑物许多独特方面的情况下应用本惯例。 标题中的“标准”一词仅表示该实践已通过ASTM共识程序获得批准。 1.9 本惯例中的任何内容均无意产生或暗示存在报告能源、性能或其他建筑相关信息的法律义务。根据任何联邦、州、地方或普通法是否存在此类义务的任何考虑均不在本惯例的范围内。 1.10 本标准并非旨在解决与其使用相关的所有安全问题(如有)。 本标准的用户有责任在使用前制定适当的安全、健康和环境实践,并确定监管限制的适用性。 1.11 本国际标准是根据世界贸易组织技术性贸易壁垒(TBT)委员会发布的《关于制定国际标准、指南和建议的原则的决定》中确立的国际公认标准化原则制定的。 ====意义和用途====== 4.1 使用- 本惯例旨在自愿供希望进行交易的各方使用 BEPA公司 在建筑物上。本实践中定义的过程涉及建筑物的收集 能源消耗 信息,其中一些信息可能作为 2018年 主成分分析 或 E1527 欧空局 . 这种做法主要是作为一种方法来进行标准化调查,以确定代表人 建筑节能性能 与涉及 房地产交易 . 本惯例旨在反映商业上实用且合理的调查。 4.1.1 包括加利福尼亚州、科罗拉多州、华盛顿州和新泽西州在内的多个州,以及三十多个城市、县和市政府,包括安娜堡、密歇根州、亚特兰大、佐治亚州、奥斯汀、德克萨斯州、伯克利、加利福尼亚州、布卢明顿、明尼苏达州、波士顿、马萨诸塞州、博尔德、科罗拉多州、剑桥、马萨诸塞州、芝加哥、伊利诺伊州、丘拉维斯塔、加利福尼亚州、哥伦布、俄亥俄州、丹佛、科罗拉多州、得梅因州、爱迪纳州、明尼苏达州、埃文斯顿、伊利诺伊州、柯林斯堡、科罗拉多州、印第安纳波利斯州、印第安纳波利斯州、堪萨斯城、密苏里州、洛杉矶、,加利福尼亚州,迈阿密,佛罗里达州,明尼阿波利斯,明尼苏达州,蒙哥马利县,马里兰州,纽约市,纽约州,奥兰多,佛罗里达州,费城,宾夕法尼亚州,匹兹堡,宾夕法尼亚州,波特兰,ME,波特兰,OR,雷诺,内华达州,盐湖城,UT,圣地亚哥,CA,旧金山,CA,圣何塞,CA,西雅图,WA,南波特兰,ME,St。 密苏里州路易斯、明尼苏达州圣路易斯公园、明尼苏达州圣保罗和华盛顿特区制定了建筑能源绩效基准和报告政策。 用户 在这些地点必须遵守适用的法令和法规。 4.2 使用说明: 4.2.1 与E2018 PCA或E1527 ESA一起使用- 本惯例作为补充工作范围添加到 2018年 主成分分析 或者 E1527 欧空局 ,旨在帮助 使用者 和 顾问 在开发有关 能源消耗 在涉及 房地产交易 . 这个 BEPA公司 也适用于范围广泛的人员,包括那些可能没有参与 房地产交易 . 4.2.2 独立使用- 这种做法也可以独立于任何其他建筑评估来确定 建筑节能性能 . 4.2.3 特定于站点- 这种做法是针对特定财产的,因为它与现有财产有关 建筑节能性能 . 该做法无意取代 2018年 主成分分析 或 E1527 欧空局 由 合格顾问 或 个人 而是对其进行补充。 4.3 谁可以进行- A. BEPA公司 应由 合格顾问 或 个人 (以下简称“ 顾问 ”)所需的教育、培训和经验(参见 附录X4 ). 无法设计任何实用方法来消除专业判断的作用以及进行调查的个人对经验的价值和需要。公司的专业经验 顾问 因此,对该性能至关重要 BEPA公司 . 4.4 其他服务- 如第节所述 13 ,双方可签订额外服务合同 使用者 和 顾问 . 此类附加服务可能包括本惯例范围之外的问题。例如 使用者 或 顾问 可能希望将建筑物与投资组合中或同一地理区域中的类似建筑物进行基准比较,或确定可能有助于能效性能和/或建筑物估值的选定绿色建筑属性。 4. 4.1 基准测试附加服务- 选择的任何基准测试系统都依赖于关键数据来生成其输出,因此数据收集过程的有效性直接影响基准测试系统结果的完整性和有用性。利用这种做法并采用其数据收集方法,可以以标准化、完全透明、统一和一致的方式为所有交易利益相关者提高基准过程的完整性。尽管如此,建筑物 能源消耗 信息应始终在收集和构建信息的背景下进行评估 能源消耗 在没有传达这一背景的情况下,不应使用数字。(参见 附录X1 更多信息。) 4.5 原则- 以下原则是本惯例不可分割的一部分,旨在解决任何歧义或行使授予的自由裁量权时参考 使用者 或 顾问 在执行 BEPA公司 . 4.5.1 未消除的不确定性 BEPA公司 — 不 BEPA公司 实践可以完全消除在确定可能影响结果的无数变量时的不确定性 能源消耗 指物业上的建筑物。这个 BEPA公司 旨在减少但不是消除有关此类变量可能对 能源消耗 建筑物的。 4.5.2 并非详尽无遗- 这种做法并不意味着全面评估。在某一点上,获取信息的成本或收集信息所需的时间超过了信息的有用性,事实上,可能对有序完成任务造成重大损害 房地产交易 . 这种做法的目的之一是确定在限制成本的竞争目标和执行过程中固有的时间需求之间的平衡 BEPA公司 以及减少因收集额外信息而导致的未知条件的不确定性。 4.5.3 调查级别是可变的- 并不是每栋建筑都能保证达到相同的评估水平。适当的评估水平将根据待评估房地产的类型及其复杂性以及 使用者 以及在调查过程中已经获得或开发的信息。 4.6 交战规则- 双方之间的合同和法律义务 顾问 和a 使用者 (和其他方,如有)不在本惯例范围内。双方之间没有具体的法律关系 顾问 和 使用者 在本规程的编制过程中考虑了。
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 (for example, the seller) is unwilling or unable to provide building energy consumption 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 consumption and cost for heating, cooling, electricity, and other related uses. Energy consumption , 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 for real estate transactions in the United States of America. 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. This ASTM Standard Practice does not supersede existing statutes and regulations. 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 Guide E2018 or ASTM Practice 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 consumption data. Section 12 Focuses on BEPA report preparation and reporting of building energy consumption information. Section 13 Identifies non-scope considerations. Appendix X1 Provides the legal background on federal, state, or local building energy consumption 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 consumption . Appendix X8 Provides a general commercial building survey checklist. Appendix X9 Presents carbon emission estimation methodology associated with combustion processes related to energy consumption 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 consumption 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. 1.10 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use. 1.11 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. ====== Significance And Use ====== 4.1 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 consumption information, some of which may be collected as part of E2018 PCA or E1527 ESA . The practice is intended primarily as an approach to conducting a standardized inquiry designed to identify representative 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. 4.1.1 A number of states including CA, CO, WA and NJ, and more than three dozen cities, county and municipal governments, including Ann Arbor, MI, Atlanta, GA, Austin, TX, Berkeley, CA, Bloomington, MN, Boston, MA, Boulder, CO, Cambridge, MA, Chicago, IL, Chula Vista, CA, Columbus, OH, Denver, CO, Des Moines, IA, Edina, MN, Evanston, IL, Fort Collins, CO, Indianapolis, IN, Kansas City, MO, Los Angeles, CA, Miami, FL, Minneapolis, MN, Montgomery County, MD, New York City, NY, Orlando, FL, Philadelphia, PA, Pittsburgh, PA, Portland, ME, Portland, OR, Reno, NV, Salt Lake City, UT, San Diego, CA, San Francisco, CA, San Jose, CA, Seattle, WA, South Portland, ME, St. Louis, MO, St. Louis Park, MN, St. Paul, MN and Washington, D.C. have building energy performance benchmarking and reporting policies. Users in these locations must comply with applicable ordinances and regulations. 4.2 Clarifications on Use: 4.2.1 Use in Conjunction with E2018 PCA or E1527 ESA— This practice, when added as a supplemental scope of work to a E2018 PCA or a E1527 ESA , is designed to assist the user and consultant in developing information about energy consumption 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 . 4.2.2 Independent Use— This practice may also be used independently of any other building assessment to determine building energy performance . 4.2.3 Site-Specific— This practice is property-specific in that it relates to existing building energy performance . The practice is not intended to replace E2018 PCA or E1527 ESA conducted by a qualified consultant or individual , but rather to supplement it. 4.3 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 . 4.4 Additional Services— As set forth in Section 13 , additional services may be contracted for between the user and the Consultant . Such additional services may include issues not included within the scope of this practice. For example, the user or Consultant may wish to benchmark the building against similar buildings in the portfolio or in the same geographical area or identify select green building attributes that may contribute to the energy efficiency performance and/or the building’s valuation. 4.4.1 Benchmarking Additional Service— Any benchmarking system selected relies on critical data in generating its output, so the validity of the data collection process directly impacts the integrity and usefulness of the benchmarking system’s results. Utilization of this practice and adoption of its data collection approach can serve to enhance the integrity of the benchmarking process for all transactional stakeholders in a standardized, fully transparent, uniform, and consistent manner. Notwithstanding, building energy consumption information should always be evaluated within the context in which it is collected and building energy consumption numbers should not be used without conveying this context. (Refer to Appendix X1 for additional information.) 4.5 Principles— The following principles are an integral part of this practice and are intended to be referred to in resolving any ambiguity or exercising such discretion as is accorded the user or Consultant in performing a BEPA . 4.5.1 Uncertainty Not Eliminated in BEPA — No BEPA practice can wholly eliminate uncertainty in determining the myriad of variables that can impact the energy consumption of a building on a property. The BEPA is intended to reduce, but not eliminate, uncertainty regarding the impact such variables can have on the energy consumption of a building. 4.5.2 Not Exhaustive— This practice is not meant to be an exhaustive assessment. There is a point at which the cost of information obtained or the time required to gather it outweighs the usefulness of the information and, in fact, may be a material detriment to the orderly completion of a real estate transaction . One of the purposes of this practice is to identify a balance between the competing goals of limiting the costs and time demands inherent in performing a BEPA and the reduction of uncertainty about unknown conditions resulting from collecting additional information. 4.5.3 Level of Inquiry is Variable— Not every building will warrant the same level of assessment. The appropriate level of assessment will be guided by the type of property subject to assessment and its complexity, the needs of the user , and the information already available or developed in the course of the inquiry. 4.6 Rules of Engagement— The contractual and legal obligations between a Consultant and a user (and other parties, if any) are outside the scope of this practice. No specific legal relationship between the Consultant and user was considered during the preparation of this practice.
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