1.1 目的- 本指南的目的是定义美国用于合并建筑的商业实用标准 能源性能 评估现有财产状况，特别是 财产状况评估（PCA） 在涉及 商业房地产交易 . 本指南旨在为 使用者 确定建筑能源 性能不足 与…相比 同龄人 建筑。如果建筑物是 表现不佳 与its相比 同龄人 ，提供了一种方法来识别潜在的 能源性能 并提供此类改进的可能成本。本指南可单独使用或作为ASTM指南的自愿补充 2018年 主成分分析 . 使用本指南并将其纳入 主成分分析 是自愿的。如果业主不愿意或无法提供房屋 能源消耗 并且不可能对建筑物进行合理的估算 能源消耗 ，无法执行本指南定义的方法。 1.2 建筑节能性能和改进评估（BEPIE）- 本指南中描述的人员收集、分析和报告建筑物 能源消耗 ，将其与 同龄人 并确定建筑物是否 表现不佳 . 如果建筑物是 表现不佳 ，潜在的重大改进( 能效措施 )这可能会减少建筑 能源消耗 实现与平等 同龄人 识别建筑物，并提供可能的成本。建筑物 能源性能 根据本指南的定义，涉及年度整栋建筑的收集 能源消耗 用于加热、冷却、通风、照明和其他相关能源消耗 最终用途 . 建筑物 能源消耗 例如，包括建筑物的总用电量；向建筑物购买或交付蒸汽、热水或冷冻水； 天然气、燃油、丙烷、生物质或任何其他作为建筑燃料消耗的物质。年度整栋建筑 能源消耗 以kBTU/年为单位是天气- 归一化 并转换为 能源使用强度 ( EUI公司 ，kBTU/SF-yr），然后根据天气进行基准测试- 归一化能耗 在里面 同龄人 建筑。如果建筑物消耗的能源超过 同龄人 建筑物，假设为 表现不佳 . 对于 表现不佳 建筑，本指南中提供的方法确定了潜在的能源改善和相关成本，这些可能使建筑与 同龄人 . 如果现场由可再生/替代能源系统（例如，太阳能光伏系统、风力发电技术、燃料电池或微型涡轮机）发电，则所产生的电力被视为节能，并与建筑能源要求挂钩，以减少建筑能耗 EUI公司 . 针对以下项目进行的评估: 贝比 可能是一个 筛选评估（SA） 这可能在建筑收购之前进行尽职调查，或 更全面的评估（MCA） 这可能是由建筑物的所有者进行的，他可能已经 沙特阿拉伯 在收购该建筑之前进行。A. 贝比 根据本指南执行的是特定于建筑和现场的。对于多户型属性 贝比 是特定于物业的，其中一个物业可能包括多个建筑物。在这种情况下，在分析之前对多个建筑物的数据进行汇总。 1.3 目标- 制定本指南的目的是:（1）定义一个用于合并建筑的商业实用指南 能源性能 作为与收购前、收购后或独立于收购的房地产交易相关的尽职调查的一部分，评估现有房地产状况； （2） 确定能耗高于其 同龄人 ，即 表现不佳 相对于 同龄人 ; （3） 确定如何 表现不佳 建筑物可能会得到改善，并提供可能的成本 表现不佳 与同等建筑 同龄人 ; （4） 定义一个商业上有用且可靠的指南，用于执行 建筑节能性能和改进评估 ; （5） 促进建筑施工和报告的一致性 能源性能 以及对可能改进的措施的评估 能源性能 ; （6） 提供执行 贝比 技术上健全、一致、透明、实用、合理；和（7）提供标准，以确定什么构成被视为能源的建筑物 表现不佳 与its相比 同龄人 . 1.4 文件- 本指南的范围包括数据收集、汇编、分析和报告。本文件所依赖的所有来源、记录和资源 贝比 评估应记录在案。 1.5 范围外的注意事项- 本指南的使用仅限于 贝比 如本指南所定义。虽然该信息可用于评估建筑物估值或出于其他原因，但任何此类使用仅限于以下双方之间: 使用者 和 顾问 并且超出了本指南的范围。 1.6 指南的组织- 贝比 共有14节和12个附录。附录仅供参考，用于指导本指南的实施。 部分 1. 描述了指南的范围。 部分 2. 识别参考文件。 部分 3. 提供与指南相关的术语。 部分 4. 讨论了指南的意义和使用。 部分 5. 讨论本指南与ASTM之间的关系 2018年 ，ASTM E2797 和ASHRAE 211。 部分 6. 描述用户在本指南下的责任。 部分 7. 描述本指南的数据收集需求。 部分 8. 介绍了建筑节能性能和改进评估过程。 部分 9 描述基准测试过程。 部分 10 描述了进行筛选评估的过程。 部分 11 描述了更全面的评估过程。 部分 12 描述调查结果和结论的报告。 部分 13 确定非范围注意事项。 部分 14 标识与指南关联的关键字。 附录X1 PCA中考虑建筑节能性能的驱动力。 附录X2 常见的商业建筑类型。 附录X3 EPA投资组合经理。 附录X4 商业（CBECS）和住宅（RECS）建筑能耗调查。 附录X5 U、 美国气候区。 附录X6 构建性能数据库。 附录X7 常见耗能设备的EUL。 附录X8 EEM更换时间表注意事项。 附录X9 普通EEM的节能。 附录X10 共同的节能和节水措施。 附录X11 建筑能源性能和可持续性认证。 附录X12 BEPIE筛选评估报告格式示例 1.7 本指南不能取代教育或经验，应与专业判断结合使用。并非本指南的所有方面都适用于所有情况。本ASTM指南不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指南。标题中的“标准”一词仅表示指南已通过ASTM共识程序获得批准。 1.8 本指南中的任何内容均无意创建或暗示存在报告建筑能源性能或其他建筑相关信息的法律义务。对任何联邦、州、地方或普通法下是否存在此类义务的任何考虑均不在本指南的范围内。 1.9 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。 1.10 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- 本指南旨在供希望进行以下活动的各方自愿使用: 贝比 . 本指南中定义的过程包括:（1）收集建筑物和设备信息，包括整个建筑物 能源消耗 ，其中大部分通常作为 2018年 主成分分析 ; （2） 天气- 正常化 整个建筑 能源消耗 获取 EUI公司 ; （3） 基准测试 EUI公司 与 EUI公司 属于 同龄人 建筑；以及（4）确定建筑物是否 EUI公司 是 表现不佳 与 EUI公司 属于 同龄人 建筑。如果大楼 EUI公司 是 表现不佳 ，指南（1）评估建筑物的 表现不佳 ; （2） 提供关于可能进行哪些能效改进以使建筑达到its性能水平的指导 同龄人 ; （3）为获得这些能效改进的可能成本提供了指导。本指南主要旨在作为标准化建筑的实施方法 能源性能 查询与 商业房地产 涉及 商业房地产交易 旨在确定以下情况: EUI公司 性能低于 同龄人 建筑。本指南提供了两种方法: 一 筛选评估（SA） 例如，这可以作为 2018年 主成分分析 在收购前的尽职调查期间，以及 更全面的评估（MCA） 这将包括更严格的调查，例如，可能由寻求投资的建筑业主进行调查 EEMs . 本指南旨在反映商业上实用且合理的查询。 4.2 使用说明: 4.2.1 与 2018年 主成分分析- 本指南作为补充工作范围添加到 2018年 主成分分析 ，旨在帮助 使用者 和 顾问 在开发有关 能源消耗 以及可能采取的能源效率改进，以减少 能源消耗 在涉及 商业房地产交易 . 该指南还适用于各种情况，包括可能不涉及 商业房地产交易 . 本指南无意取代 2018年 主成分分析 而是对其进行补充。 4.2.2 独立使用- 本指南也可独立于任何其他建筑物或财产状况评估使用。 4.2.3 特定于站点- 本指南针对现场和物业，因为它与现有建筑或物业的能源性能有关。 4.3 谁可以进行- A. 贝比 应由合格的 顾问 或个人（以下简称 顾问 ”）所需的教育、培训和经验（参见 8.6 ). 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，对执行 贝比 . 4.4 其他服务- 未包含在本指南范围内的其他服务可由双方签订合同 使用者 和 顾问 （参见 13.1 – 13.2 ). 例如 使用者 或 顾问 也可以申请 LEED® 或 ENERGY STAR®认证 . 4.5 原则- 以下原则是本指南不可分割的一部分，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 贝比 . 4.5.1 不确定性未消除- 不 贝比 该标准可以完全消除在确定可能影响 能源消耗 以及通过提高能效可能实现的节能。这个 贝比 旨在减少但不是消除有关此类变量影响的不确定性。 4.5.2 评估并非详尽无遗- 本指南并非详尽的评估。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 商业房地产交易 . 本指南的目的之一是确定在限制执行过程中固有的成本和时间需求的竞争目标之间的平衡 贝比 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。适当的评估水平应以被评估房地产的类型和复杂性、客户的需求为指导 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 （和其他缔约方，如有）不在本指南的范围内。双方之间没有具体的法律关系 顾问 和 使用者 在编写本指南时考虑了。

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; natural gas, fuel oil, propane, biomass, or any other matter consumed as fuel at the building. Annual whole building energy consumption in kBTU/yr is weather- normalized and converted to energy use intensity ( EUI , kBTU/SF-yr), and then benchmarked against weather- normalized energy consumption in peer buildings. If the building consumes more energy than peer buildings, it is assumed to be under-performing . For under-performing buildings, the methodology provided in this guide identifies potential energy improvements and associated costs that may be able to bring the building to parity with peers . If electricity is generated on site from renewable/alternative energy systems (for example, solar photovoltaic systems, wind energy generator technology, fuel cells, or microturbines), the electricity produced is considered energy savings and is netted against building energy requirements with the purpose of reducing building EUI . The assessment conducted for the BEPIE may be a Screening Assessment (SA) that might be conducted in due diligence prior to building acquisition, or a More Comprehensive Assessment (MCA) that might be conducted by the owner of a building who may have had an SA conducted prior to acquiring the building. A BEPIE as performed according to this guide is building- and site-specific. For multifamily type property, the BEPIE is property-specific where a property may include multiple buildings. For such cases, data from the multiple buildings are aggregated prior to analysis. 1.3 Objectives— Objectives in the development of this guide are to: (1) define a commercially useful guide for incorporating building energy performance into the assessment of existing property condition as part of due diligence associated with real estate transactions conducted pre-acquisition, post-acquisition or independent of an acquisition; (2) identify buildings that consume more energy than their peers , that is, are under-performing relative to peers ; (3) identify how under-performing buildings might be improved and provide a probable cost to bring under-performing buildings to parity with peers ; (4) define a commercially useful and reliable guide for conducting a building energy performance and improvement evaluation ; (5) facilitate consistency in conducting and reporting of building energy performance and the evaluation of measures that may improve energy performance ; (6) provide a process for conducting a BEPIE that is technically sound, consistent, transparent, practical and reasonable; and (7) provide criterion for identifying what constitutes a building being considered an energy under-performer compared to its peers . 1.4 Documentation— The scope of this guide includes data collection, compilation, analysis and reporting. All sources, records and resources relied upon in the BEPIE assessment should to be documented. 1.5 Considerations Outside the Scope— The use of this guide is limited to the conduct of a BEPIE as defined by this guide. While this information may be used in assessing building valuation or for other reasons, any such use is solely between the user and the Consultant and beyond the scope of this guide. 1.6 Organization of the Guide— BEPIE has 14 sections and 12 appendices. The appendices are included for informational purposes only and are provided for guidance in implementing this guide. Section 1 Describes the scope of the guide. Section 2 Identifies referenced documents. Section 3 Provides terminology pertinent to the guide. Section 4 Discusses the significance and use of the guide. Section 5 Discusses the relationship between this guide and ASTM E2018 , ASTM E2797 and ASHRAE 211. Section 6 Describes the user’s responsibilities under this guide. Section 7 Describes the data collection needs for this guide. Section 8 Describes the building energy performance and improvement evaluation process. Section 9 Describes the benchmarking process. Section 10 Describes the process for conducting a screening assessment. Section 11 Describes the more comprehensive assessment process. Section 12 Describes reporting of findings and conclusions. Section 13 Identifies non-scope considerations. Section 14 Identifies keywords associated with the guide. Appendix X1 Driving Forces for Considering Building Energy Performance in PCAs. Appendix X2 Common Commercial Building Types. Appendix X3 EPA Portfolio Manager. Appendix X4 Commercial (CBECS) and Residential (RECS) Building Energy Consumption Surveys. Appendix X5 U.S. Climate Zones. Appendix X6 Building Performance Database. Appendix X7 EULs of Common Energy-consuming Equipment. Appendix X8 EEM Replacement Schedule Considerations. Appendix X9 Energy Savings for Common EEMs. Appendix X10 Common Energy and Water Savings Measures. Appendix X11 Building Energy Performance and Sustainability Certifications. Appendix X12 Sample BEPIE Screening Assessment Report Format 1.7 This guide cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this guide may be applicable in all circumstances. This ASTM guide 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 guide be applied without consideration of a building’s many unique aspects. The word “standard” in the title means only that the guide has been approved through the ASTM consensus process. 1.8 Nothing in this guide is intended to create or imply the existence of a legal obligation for reporting building 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 guide. 1.9 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. 1.10 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 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 building involved in a commercial real estate transaction . The guide also has utility to a wide range of situations, including those that may not involve a commercial real estate transaction . The guide is not intended to replace an E2018 PCA , but rather to supplement it. 4.2.2 Independent Use— This guide may also be used independently of any other building or property condition assessment. 4.2.3 Site-Specific— This guide is site and property-specific in that it relates to an existing building’s or property’s energy performance. 4.3 Who May Conduct— A BEPIE should 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 guide (refer to 8.6 ). 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 a BEPIE . 4.4 Additional Services— Additional services not included within the scope of this guide may be contracted for between the user and the Consultant (refer to 13.1 – 13.2 ). For example, the user or Consultant may also wish to apply for LEED® or ENERGY STAR® certification . 4.5 Principles— The following principles are an integral part of this guide 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 BEPIE . 4.5.1 Uncertainty is not eliminated— No BEPIE standard can wholly eliminate uncertainty in determining the myriad of variables that can impact the energy consumption of a building on a property and the energy savings that might be realized by making energy efficiency improvements. The BEPIE is intended to reduce, but not eliminate, uncertainty regarding the impact of such variables. 4.5.2 Assessment is not exhaustive— This guide is not meant to be an exhaustive assessment. There is a point at which the cost of the 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 commercial real estate transaction . One of the purposes of this guide is to identify a balance between the competing goals of limiting the costs and time demands inherent in performing a BEPIE 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 should be guided by the type and complexity of the property being evaluated, 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 guide. No specific legal relationship between the Consultant and user was considered during the preparation of this guide.