BP07: Preventive Maintenance & Building Operations

Official language

Maintain a written Building Operating Plan (occupancy schedules, target space conditions, equipment run-time schedules & setpoints) and a Preventive Maintenance Plan (PM task list and frequency by equipment type). Review these plans annually to identify opportunities for further optimization. Update the plans on an ongoing basis, as changes to building equipment, operations, and/or maintenance are instituted.

Implementation Requirements

BIT Building:

  1. Document current building operations parameters in a Building Operating Plan. 

BIT for Tenants:

  1. Same as BIT Building for areas within tenant space and/or under tenant control.
  2. Management Engagement: make a formal request to Ownership/Management to provide a copy of the most recent Building Operating Plan for the building as a whole.

BIT Building:

  1. Develop a Preventive Maintenance (PM) Plan covering major base building mechanical systems, including HVAC and controls systems.

BIT for Tenants:

  1. Same as BIT Building for areas within tenant space and/or under tenant control.

BIT Building:

  1. Perform an annual review of these documents to identify opportunities for optimizing the building’s energy and water performance, while maintaining appropriate conditions for occupants.

BIT for Tenants:

  1. Same as BIT Building for areas within tenant space and/or under tenant control.

BIT Building:

  1. When performing energy audits or commissioning activities, ensure that all outstanding PM tasks are completed in advance, and refer to the Building Operating Plan when evaluating efficiency opportunities. The return on investment for commissioning or auditing processes can be jeopardized if equipment is not appropriately maintained.

BIT for Tenants:

  1. Same as BIT Building for areas within tenant space and/or under tenant control.

Submittal Requirements

BIT Building:

  • Building Operating Plan
  • Preventive Maintenance Plan
  • Summary of outcomes of annual review

BIT for Tenants:

Provide any of the following:

  • 1) A Tenant Space Operating Plan AND 2) a Preventative Maintenance Plan for areas within the tenant space and/or under tenant control AND 3) documentation of implementing of any short-term (one year or less) and/or long-term (more than one year) preventative maintenance and/or tenant space operations sustainable initiatives outlined in Annual Sustainability Planning Meeting; OR
  • A ownership/management provided 1) Building Operating Plan AND 2) building-wide Preventative Maintenance Plan AND 3) documentation of implementing of any building-wide short-term (one year or less) and/or long-term (more than one year) preventative maintenance and/or sustainable operations initiatives; OR
  • If ownership/management is unwilling to engage, request to ownership/management for a Building Operating Plan and a Preventative Maintenance and any response to that request.

 

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BIT User’s viewpoint

Frequently asked questions

Online resources

Implementation toolkit

Maintain a written Building Operating Plan (occupancy schedules, target space conditions, equipment run-time schedules & setpoints) and a Preventive Maintenance Plan (PM task list and frequency by equipment type). Review these plans annually to identify opportunities for further optimization. Update the plans on an ongoing basis, as changes to building equipment, operations, and/or maintenance are instituted.

Implementation Requirements

BIT Building:

  1. Document current building operations parameters in a Building Operating Plan. 

BIT for Tenants:

  1. Same as BIT Building for areas within tenant space and/or under tenant control.
  2. Management Engagement: make a formal request to Ownership/Management to provide a copy of the most recent Building Operating Plan for the building as a whole.

BIT Building:

  1. Develop a Preventive Maintenance (PM) Plan covering major base building mechanical systems, including HVAC and controls systems.

BIT for Tenants:

  1. Same as BIT Building for areas within tenant space and/or under tenant control.

BIT Building:

  1. Perform an annual review of these documents to identify opportunities for optimizing the building’s energy and water performance, while maintaining appropriate conditions for occupants.

BIT for Tenants:

  1. Same as BIT Building for areas within tenant space and/or under tenant control.

BIT Building:

  1. When performing energy audits or commissioning activities, ensure that all outstanding PM tasks are completed in advance, and refer to the Building Operating Plan when evaluating efficiency opportunities. The return on investment for commissioning or auditing processes can be jeopardized if equipment is not appropriately maintained.

BIT for Tenants:

  1. Same as BIT Building for areas within tenant space and/or under tenant control.

Submittal Requirements

BIT Building:

  • Building Operating Plan
  • Preventive Maintenance Plan
  • Summary of outcomes of annual review

BIT for Tenants:

Provide any of the following:

  • 1) A Tenant Space Operating Plan AND 2) a Preventative Maintenance Plan for areas within the tenant space and/or under tenant control AND 3) documentation of implementing of any short-term (one year or less) and/or long-term (more than one year) preventative maintenance and/or tenant space operations sustainable initiatives outlined in Annual Sustainability Planning Meeting; OR
  • A ownership/management provided 1) Building Operating Plan AND 2) building-wide Preventative Maintenance Plan AND 3) documentation of implementing of any building-wide short-term (one year or less) and/or long-term (more than one year) preventative maintenance and/or sustainable operations initiatives; OR
  • If ownership/management is unwilling to engage, request to ownership/management for a Building Operating Plan and a Preventative Maintenance and any response to that request.

 

BIT User expert

Ellen Bell

Environmental Defense Fund
Senior Manager

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