Assessments allow building management to identify opportunities for operational optimization and capital upgrades, focusing on the highest impact systems and areas. 

To generate recommendations for no- and low-cost energy conservation measures (ECMs) and carbon reduction measures (CRMs) as well as more capital-intensive upgrades, assessments should include estimates of potential savings for proposed measures, and consider implementation costs. Measures selected for implementation can then be added to plans and budgets.

The Energy and Carbon Assessment Report, must cover the following: 

1. Building and system description and review, interviews with building O&M staff – If the site visit was completed remotely, describe steps taken to become familiar with the building’s construction, equipment, operation, and maintenance to demonstrate that the assessment acurately reflects on-site conditions. 
2. Energy utility history (at least 12 months of continuous data, typically the previous 24-36 months of data) for each energy source
3. Carbon emission history (at least 12 months of continuous data, typically the previous 24-36 months of data) for each carbon source (see References and Other Notes)
4. Baseline energy consumption and carbon emissions with benchmarking
5. Low- and no-cost energy conservation and carbon reduction measures, with high level costing, simple payback and anticipated savings Also see Other Notes.