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 Preventative 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

  1. Document current building operations parameters in a Building Operating Plan. 
  2. Develop a Preventative Maintenance (PM) Plan covering major base building mechanical systems, including HVAC and controls systems.
  3. 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.
  4. 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.

Submittal Requirements

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

  1. Document current building operations parameters in a Building Operating Plan. 
  2. Develop a Preventative Maintenance (PM) Plan covering major base building mechanical systems, including HVAC and controls systems.
  3. 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.
  4. 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.

Submittal Requirements

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

BIT User expert

Ellen Bell

Environmental Defense Fund
Senior Manager

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