The Energy and Carbon Assessment Report must cover:

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 accurately 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. Greenhouse Gas inventory or Carbon emission history (at least 12 months of continuous data, typically the previous 24-36 months of data) for each carbon source
4. Baseline energy consumption and carbon emissions, with benchmarking
5. Low- and no-cost energy conservation and/or carbon reduction measures, with high level costing, simple payback and anticipated savings

The assessment methodology should at a minimum align with an ASHRAE Level I Audit. While the ASHRAE Level I Audit does not cover carbon, it can be used as a general guideline for the carbon assessment component.

The assessment provided is not required to be completed by a professional engineer.

Refer to ENERGY STAR for carbon emission calculations and creating a GHG inventory. If other carbon emission factors are used, explain reasoning and factors applied

For newly constructed high performance and net-zero carbon buildings, an Energy and Carbon Assessment Report is still required. Should there be no low- and no-cost energy conservation and/or carbon reduction measures identified, provide justification beyond the systems being new. Note that while a newly constructed building may be designed to be high performance or net-zero carbon, it does not necessarily indicate that it performs as such or that no further improvements can be made.