ASTM E2797-22 PDF
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
- Статус документа:
- Действующий
- Формат:
- Электронный (PDF)
- Количество страниц:
- 33
- Дата публикации:
- 1 апреля 2022 г.
- Издание:
- E2797
- ICS:
- 91.120.10
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 ma... 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 (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 b...
Abstract
Overview
ASTM E2797-22 is the Standard Practice for Building Energy Performance Assessment (BEPA) for a Building Involved in a Real Estate Transaction. Developed by ASTM International, this standard provides a commercially useful methodology for collecting, compiling, analyzing, and reporting building energy performance information for commercial properties-especially in the context of real estate transactions.
This standard practice supports voluntary building energy assessments and reporting, helping buyers, sellers, property managers, lenders, investors, tenants, and consultants streamline the evaluation of energy use and cost associated with heating, cooling, electricity, and other fuels. It can be used independently or as a supplement to ASTM E2018 (Property Condition Assessments) or ASTM E1527 (Phase I Environmental Site Assessments).
Key Topics
-
Purpose and Scope
- Defines a standardized process for BEPA of commercial properties
- Offers consistency in energy data collection, compilation, analysis, and reporting
- Voluntary use for real estate transactions – not a regulatory requirement
-
Energy Performance Assessment
- Focuses on total annual building energy consumption and cost
- Includes electricity, natural gas, district energy, fuel oil, coal, propane, biomass, and on-site generated renewable/alternative energy (e.g., solar, wind)
- Factors in variables such as weather, occupancy, building size, and operational characteristics
-
Process Outline
- Data collection: Gathering utility information and relevant historical energy data (typically three years, minimum one year)
- Site visit and walk-through: Visual observation of systems impacting energy use
- Stakeholder interviews: Discussions with owners, managers, or operators
- Data analysis: Normalizing energy consumption data
- Transparent, standardized reporting of findings
-
Benchmarking & Regulatory Compliance
- Supports compliance with local and state energy benchmarking and reporting ordinances in numerous U.S. jurisdictions (e.g., California, New York City, Seattle, Chicago)
- Enhances the value and credibility of voluntary benchmarking and green building certifications
-
Qualified Consultants
- Emphasizes that BEPAs must be conducted by individuals with relevant education, training, and experience
Applications
ASTM E2797-22 is particularly valuable in the following scenarios:
- Commercial Real Estate Transactions
- Buyers and sellers can assess and disclose building energy performance to inform purchasing decisions and negotiations
- Due Diligence
- Lenders, investors, and asset managers use BEPA data for risk assessment and portfolio management
- Regulatory Compliance
- Supports compliance with energy benchmarking and disclosure requirements in states and cities with such ordinances
- Portfolio Benchmarking
- Consistent, standardized approach to compare the energy performance across multiple properties
- Facility Management and Sustainability
- Identifies opportunities for energy efficiency improvements and cost savings
- Can serve as an input for sustainability certifications, disclosure reporting, and utility incentive programs
Related Standards
- ASTM E2018 – Guide for Property Condition Assessments
- ASTM E1527 – Practice for Environmental Site Assessments: Phase I ESA Process
- ASHRAE Standards (e.g., Standard 211 for Commercial Building Energy Audits)
- ISO 52000-1 – Energy Performance of Buildings
- Local Benchmarking and Disclosure Ordinances – Applies in major U.S. cities and some states
By following ASTM E2797-22, stakeholders in commercial real estate benefit from a transparent, consistent, and practical assessment of building energy performance-supporting both regulatory requirements and voluntary sustainability initiatives. This standard empowers better decision-making, risk management, and promotes energy efficiency in the commercial property sector.
Технические детали
- Технический комитет
- E50 - Environmental Assessment, Risk Management and Corrective Action
- SKU
- ASTM E2797-22
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