For all building components managed by the owner or landlord, provide:

1. Building and system description and review. Clearly distinguish between systems that are owned vs managed vs maintained by the owner, landlord or tenant
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. Low- and no-cost energy conservation and/or carbon reduction measures, with high level costing, simple payback and anticipated savings. If no savings measures are identified, state why

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.

If the owner or landlord only manages for example the exterior parking lighting or common-area energy at the building, provide the energy and carbon data for these systems, as well as an assessment of the efficiency of the systems. If the systems were recently upgraded and no energy conservation or carbon reduction is currently feasible, state that too.

For all systems managed by the tenant, the applicant (representing the owner or landlord) is expected to outline those as well, though no energy or carbon assessment is required for these systems.