ASTM E2797-22

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

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...

General Information

• Status: Published
• Publication Date: 31-Mar-2022
• ICS: 91.120.10 - Thermal insulation of buildings
• Technical Committee: E50 - Environmental Assessment, Risk Management and Corrective Action
• Drafting Committee: E50.02 - Real Estate Assessment and Management

Standards Content (Sample)

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.
Designation: E2797 − 22
Standard Practice 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 energy performance information as may be required under
building benchmarking, labeling, disclosure, or mandatory
1.1 Purpose—The purpose of this standard is to define a
auditing regulations; (3) supplement as needed a property
commercially useful practice in the United States of America
condition assessment conducted in accordance with Guide
for conducting a building energy performance assessment
E2018 or an environmental site assessment conducted in
(BEPA) on a building involved in a commercial real estate
accordance with Practice E1527; (4) provide that the process
transaction and subsequent reporting of the building energy
for building energy performance data collection, compilation,
performanceinformation.Thepracticeisintendedtoprovidea
analysis, and reporting is consistent, transparent, practical and
methodology to the user for the collection, compilation,
reasonable; and (5) provide an industry standard for the
analysis, and reporting of building energy performance infor-
conductofa BEPAonabuildinginvolvedina commercial real
mation associated with a commercial building. The practice
estate transaction, subject to existing statutes and regulations
may be used independently or as a voluntary supplement to
which may differ in terms of scope and practice.
Guide E2018 for property condition assessments or Practice
E1527 for Phase I environmental site assessments. Utilization 1.4 Documentation—The scope of this practice includes
of this practice and performance of a BEPA is voluntary. If the datacollection,compilationandreportingrequirements.Docu-
property owner (for example, the seller) is unwilling or unable mentation of all sources, records, and resources relied upon in
to provide building energy consumption and cost information, the investigation is provided in the report.
a BEPA cannot be performed.
1.5 Considerations Outside the Scope—The use of this
1.2 Building Energy Performance—This practice defines practice is limited to the collection, compilation, and analysis
building energy performance as the building’s total annual of building energy performance information as defined by this
energy consumption and cost for heating, cooling, electricity, practice for real estate transactions in the United States of
and other related uses. Energy consumption, for example, America. While this information may be used to facilitate
includes total electricity purchased; purchased or delivered building benchmarking, labeling, rating or ranking, reporting
steam, hot water, or chilled water; natural gas; fuel oil; coal; of building energy performance information between a seller
propane; biomass; or any other matter consumed as fuel and and a buyer or a landlord and a tenant on a voluntary basis or
any electricity generated on site from renewable/alternative as may be required by building benchmarking, labeling,
energy systems (for example, wind energy generator disclosure or mandatory auditing regulations applicable to the
technology, fuel cells, microturbines or solar photovoltaic building, or any other use, such use is beyond the scope of this
systems). practice. This ASTM Standard Practice does not supersede
existing statutes and regulations.
1.3 Objectives—Objectives in the development of this prac-
tice are to: (1) define a commercially useful practice for 1.6 Organization of This Practice—This practice has 13
collecting, compiling, and analyzing building energy perfor- sections and 11 appendices. The appendices are included for
mance information associated with a building involved in a informational purposes only and are not part of the procedures
commercial real estate transaction; (2)facilitateconsistencyin prescribed in this practice.
the collection, compilation, analysis, and reporting of building
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.
1
This practice is under the jurisdiction of ASTM Committee E50 on Environ- Section 5 Discusses the relationship between this practice and
ASTM Guide E2018 or ASTM Practice E1527.
mental Assessment,
...

This document is not an ASTM standard and is intended only to provide the user of an ASTM standard an indication of what changes have been made to the previous version. Because
it may not be technically possible to adequately depict all changes accurately, ASTM recommends that users consult prior editions as appropriate. In all cases only the current version
of the standard as published by ASTM is to be considered the official document.
Designation: E2797 − 15 E2797 − 22
Standard Practice 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. A number in parentheses indicates the year of last reapproval. A
superscript epsilon (´) indicates an editorial change since the last revision or reapproval.
1. 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., (for example, the seller) is unwilling or unable to provide building energy useconsumption
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
useconsumption and cost for heating, cooling, electricity, and other related uses. Energy use,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. practice for real estate transactions in the United States of America.
1
This practice is under the jurisdiction of ASTM Committee E50 on Environmental Assessment, Risk Management and Corrective Action and is the direct responsibility
of Subcommittee E50.02 on Real Estate Assessment and Management.
Current edition approved Oct. 1, 2015April 1, 2022. Published December 2015June 2022. Originally approved in 2011. Last previous edition approved in 20112015 as
E2797–11.–15. DOI: 10.1520/E2797–15.10.1520/E2797–22.
Copyright © ASTM International, 100 Barr Harbor Drive, PO Box C700, West Conshohocken, PA 19428-2959. United States
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E2797 − 22
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
...