ASHRAE Guideline 14
ASHRAE 100
LEED O+M v4.1
ASHRAE 62.1
ASHRAE Guideline 14
ASHRAE 100
ASHRAE 62.1
LEED O+M v4.1
Commercial Real Estate (Class A)
Healthcare Systems
Higher Education
Institutional & Government
Hospitality
Portfolio documents, energy data, and complaint history reviewed with the owner.
Buildings and systems ranked by performance risk and improvement opportunity.
Retained scope agreed: review cadence, deliverables, and escalation path.
Scheduled reviews, ad-hoc technical questions,
and RFP / submittal reviews.
Year-end performance summary with recommendations for the following capital cycle.
Portfolio list and building summary sheets
Recent energy bills or utility data (12–24 months)
Existing commissioning / TAB reports (where available)
BMS access or trend-data export (where available)
Owner priorities: energy, IAQ, capital planning, compliance
Share the building or portfolio list, owner priorities, utility data, operating schedules and available BMS trends. Previous commissioning, TAB and IAQ reports help identify gaps and establish a practical baseline.
Email your project brief or upload supporting records. Review cadence, priority systems and reporting deliverables are agreed to suit the facility and available information.