Building Log Book Template

Building Log Book

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Log book author to remove/overwrite anything in blue italics Facilities manager to complete green italic sections

Building log book Building name Building address Building address Building address Post code Main telephone number Building owner Main occupants (If different) Include sub tenancies where appropriate Facilities manager responsible for log-book:

Name

Signed:

Emergency contact details This building log book was prepared by

Individual’s name and organisation Address, telephone number, and e-mail address Log book version: [number]

Date: [date]

This building log book is analogous to a car handbook, providing the facilities manager with easily understood information about how the building is intended to work. It also allows ongoing building energy performance and major alterations to be recorded. Please ensure that this log book is kept up-to-date and in a readily accessible (designated) position, e.g. in the main building operations room. It contains important information for anyone carrying out work on the building and its services. This log book is to be kept at all times in:

Room name/no. and location in that room

Electronic master is kept at:

Server/PC directory name and file name

Building name

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Building Log Book

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Contents (Not more than one page)

1

Building history

2

Purpose and responsibilities

3

Links to other key documents

4

Main contacts

5

Commissioning, handover and compliance

6

Overall building design

7

Summary of areas and occupancy

8

Summary of main building services plant

9

Overview of controls/BMS

10

Occupant information

11

Metering, monitoring and targeting strategy

12

Building performance records

13

Maintenance review

14

Results of in-use investigations

Appendix: relevant compliance and tests certificates Following the guidance and using this template should result in a ‘good practice’ building log book. If any part of the template is omitted then log book author will need to ensure that it will still meet the requirements of Building Control. This template is based on the best knowledge available at the time of publication. However no responsibility of any kind for any injury, death, loss, damage or delay however caused resulting from the use of this template can be accepted by the Chartered Institution of Building Services Engineers, the template authors or others involved in its publication. For further information about building log books, including the CIBSE guidance on the use of the template, contact CIBSE. Telephone: 020 8675 5211 or visit www.cibse.org

Template © 2006 Chartered Institution of Building Services Engineers, 222 Balham High Road, London SW12 9BS Registered Charity number 278104

Building name

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1

Building history

(Not more than one page)

The log book should be reviewed annually as part of the organisation’s quality assurance system and an entry should be made for each review. Where the log book has been updated then the changed pages should be recorded. Review date

Description of annual log book review and updates made

Pages updated or added

Facilities manager’s signature

Date

Include handover, updates and annual reviews

Building name

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2

Purpose and responsibilities

(Not more than one page)

Purpose of a building log book This log book is an easily accessible focal point of current information for all those working in the building. It has four main functions: •

Summary of the building: it is a summary of all the key information about the building, including the original design, commissioning and handover details, and information on its management and performance. In being a summary, it does not wholly duplicate or replace the O&M manuals. The log book is necessary for compliance with Building Regulations Part L2.

•

Key reference point: it is the single document in which key building energy information is logged. It may be regarded as the hub document linking many other relevant documents. The log book should provide key references to the detail held in less accessible O&M manuals, BMS manuals and commissioning records. It should therefore be kept in a readily accessible (designated) position in the main building operations room and should not be removed without the approval of the facilities manager.

•

Source of information/training: it provides a key source of information for anyone involved in the daily management or operation of the building and to anyone carrying out work on the building and its services. It will be relevant to new staff and external contractors/consultants and may play a role in staff training and induction.

•

Dynamic document: it is a place to log changes to the building and its operation. It is also used to log building energy performance and continual fine-tuning commissioning. It is essential that it is kept up-to-date. Alterations should only be made with the approval of the facilities manager and should be signed and dated by that person.

Further guidance on using building log books is given in the Carbon Trust’s Good Practice Guide GPG 348: Building log books — a user’s guide, available from www.thecarbontrust.co.uk This building log book was prepared by

Individual’s name Organisation Address Tel. no. and e-mail address Date

Facilities manager responsible for log-book:

Name Emergency contact details

Signed: [signature]

Date: [date]

Key responsibilities of facilities manager: — — — — —

to ensure that the log book is correct and up-to-date at building handover and when passing it on to a successor to ensure that the log book is kept up to date on an ongoing basis including any changes to the building fabric, services, operation or management to ensure that building maintenance and energy performance are logged to ensure that all those working in the building are made aware of the information contained in the log book to ensure that the log book is kept in its designated location at all times.

Building name

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3

Links to other key documents

(Not more than one page)

Document (where applicable)

Location

Emergency procedures

Location 1

Health and safety file master index

Location 2

Hazard register

Location 3

O&M manuals (indicate volumes where appropriate)

Location 4

Maintenance schedules

Location 5

Asset register (if appropriate)

Location 6

BMS operations manuals

Location 7

Record drawings

Location 8

Equipment log books (e.g. boiler log book)

Location 9 (with the equipment)

Location could be a physical place or an electronic location on a server or web page.

Building name

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4

Main contacts

Emergency contact name 1 Address Address Post code Tel. no. and e-mail Electricity emergency contact name Address Address Post code Tel. no. and e-mail Lead designer contact name Address Address Post code Tel. no. and e-mail Lead contractor contact name Address Address Post code Tel. no. and e-mail Commissioning agent name Address Address Post code Tel. no. and e-mail Planning supervisor name Address Address Post code Tel. no. and e-mail Facilities management contractor name Address Address Post code Tel. no. and e-mail Other

Emergency contact name 2 Address Address Post code Tel. no. and e-mail Gas emergency contact name Address Address Post code Tel. no. and e-mail Building services design contact name Address Address Post code Tel. no. and e-mail Main subcontractor contact name Address Address Post code Tel. no. and e-mail Services installer subcontractor name Address Address Post code Tel. no. and e-mail O&M and log book author name Address Address Post code Tel. no. and e-mail Maintenance contractor name Address Address Post code Tel. no. and e-mail Other

Other

Other

Building name

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5

Commissioning, handover and compliance

(Not more than two pages, if possible)

Part L requires the building services systems be commissioned so that the system(s) and their controls are left in working order and can operate efficiently. Use CIBSE Commissioning Code M to develop a commissioning plan and ensure that the systems operate correctly.

Commissioning overview Insert a brief summary of the general arrangement for commissioning e.g. who carried the work out and when. Indicate the commissioning procedure that was followed, in particular, whether any CIBSE commissioning codes were followed: CIBSE Commissioning Code

Followed? (Yes/No)

Certificate included in appendix? (Yes/No)

Code M: Commissioning management Code A: Air distribution systems Code B: Boilers Code C: Automatic controls Code L: Lighting Code R: Refrigerating systems Code W: Water distribution systems

Signed:

3. Did the system operate efficiently in all modes? (Yes/No)

[date] to [date]

2. Did operation meet the design specifications in all the required modes? (Yes/No)

Commissioning period

1. Were the system and its controls installed as shown in the design drawings? (Yes/No)

Commissioning results Comments/problems? Where the answer is NO, indicate any commissioning problems or significant changes that have been made to the designs during (or as a result of) installation/commissioning, or any value engineering exercises, including any significant commissioning failures and remedial work that took place.

Lighting Fans Air handling units Pumps Mechanical cooling Heat rejection Space heating HWS Central BMS etc.

Where appropriate, this section should also cover daylighting, natural ventilation and passive cooling systems. Building name

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Air infiltration Insert a summary description of any building air pressure test showing the measured air permeability of the building fabric against the necessary target in Part L2. This should also include test failure results, any measures to redress a test failure and any re-test results.

Insulation continuity Insert a summary description of any infra-red thermography investigations to confirm thermal continuity of insulation in the building fabric for compliance with Part L2. This should also include test failure results, any measures to redress a test failure and any re-test results. If thermography is not used, a report should be obtained from a suitable qualified person and a copy attached to this log book.

Handover Insert a summary description of the handover process that took place. Handover took place on: End of defects liability period: The handover procedure was managed by: The documents handed over are listed in section 3

Building name

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[date] [date] [name]

(Lead designer)

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6

Overall building design

(Not more than three pages, if possible)

General description of building Insert a summary description of the building type, its main uses and types of occupancy etc.

Client requirements Insert a summary description of the original client requirements. e.g. ‘External and internal design conditions, air change rates, energy targets, installed power density targets etc.’

Conceptual design Insert a summary description of the overall building design philosophy at a conceptual level, including management and operation of the plant, e.g. ‘Naturally ventilated, cross ventilation between the two main facades via openable windows with daylight penetration to 6 m and daylight responsive controls.’ This description should include passive features, e.g. atria, ventilation stacks and light wells alongside more active features, e.g. mechanical air handling, CHP etc., showing the interaction between these elements. Diagrams Insert one or two simple diagrams to illustrate the overall building design philosophy. One might show the overall philosophy in terms of key architectural features, e.g. passive stack ventilation, daylighting devices and shading elements. Another might show the overall philosophy in terms of key services, e.g. heating/cooling and ventilation strategies indicating fuels used and main plant. Where appropriate these should include arrows showing intended movement of heat, cooling, light and air. Add a reference to the more detailed information given in the system sheets starting on page 14. If possible, one single overview diagram is preferable as the objective is a summary of the whole design intent (i.e. how the building is intended to work). It is essential to show the interaction between the different elements of the design philosophy

Building name

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Special design features Insert a summary description of any special design features, e.g. atria, shading etc. Insert a summary description of the any special energy efficiency features, e.g. CHP, renewables, heat recovery etc.

Design assessment Where appropriate, insert a summary description of the Part L2 design assessment of carbon emissions method or whole building method.

Key interactions Insert a summary description of the important interactions between different parts of the design, e.g. lighting and cooling, daylighting and artificial lighting, cooling and ventilation.

Benefits and limitations of the design Insert a summary description of the main benefits of the design, e.g. operability, flexibility, maintainability, sustainability, energy efficiency. Insert a summary description of the main limitations of the design, e.g. maximum occupancy and occupancy density, no smoking policy, winter under-heating and summer overheating.

Key ‘dos and don’ts’ Key ‘dos and don’ts’ anticipating what the operator may do that could damage the overall design intent, e.g. installing partitioning that could damage the ventilation strategy. Do: (1) (2) (3)

…. …. ….

Don’t: (1) (2) (3)

Building name

…. …. ….

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7

Summary of areas and occupancy

(Not more than one page of text plus one simple plan per floor)

Occupancy and activities The total number of occupants in the building is [number] (based on core hours of use) Main occupied areas

Weekday hours

Area type 1

Saturday hours

Sunday hours

Total hours/week

Log book

author

to complete

Flextime (Yes/No?)

Late working sometimes (Yes/No?)

No. of occupants

Area type 2 Area type 3 Etc.

Insert a summary of the main activities in each different zone of the building. Insert a summary of the likely occupancy patterns including numbers of people and occupancy periods.

Floor areas The total floor area of the building is [area] m2 (based on gross floor area) % of total area by servicing system

Area type

Untreated (%)

Area type 1

Naturally ventilated (%)

Mechanically ventilated (%)

Mixed mode (%)

Heating and cooling only (%)

Log book

author

to

complete

Total %

Total area (m2)

Full air conditioning with humidity control (%)

Area type 2 Area type 3 Etc.

Total %

100% 2

Total area (m )

Fill in a list of floor area types in column 1 broken down by main activity areas/zones. Complete the matrix to indicate the percentage of each area type that is untreated, naturally ventilated, air conditioned etc. Check this adds up to 100%, and to the total floor area, both horizontally and vertically. Ensure that floor areas are accurate as they are used in the energy performance calculations. It is preferable to use gross floor areas in m2 and then indicate untreated and special areas as separate area types.

Tenancies Where the building is divided into tenancies, insert a list of the tenancies with their floor areas and a simple marked up floor plan to indicate their location. Where sub-metering is used for billing then the location of meters should be indicated.

Building name

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Separately managed and special areas Highlight areas of the building used for special activities that are atypical of the main building use or where areas are separately managed, e.g. restaurant or conference facilities in an office, or leisure facilities/swimming pool in a hotel. Insert details of the facility and any special management arrangements or occupant requirements relevant to the operation and maintenance of the building services in that area. Include these in the table of areas above. Ensure that occupant information is provided for each of these special/separately managed areas under section 10.

Floor plans Include small simplified schematics of floor plans, e.g. one per floor. Each one might be an A4 page. These should highlight the location of all main plant rooms including incoming energy/water meters, the main building operations room and the location of the any BMS central supervisor. Main entrances, lifts and special areas like car parks and restaurants should also be shown.

Building name

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8

Summary of main building services plant

(Not more than one summary page and one page per main system)

Insert a summary list of main energy using plant, e.g. boilers, water heaters, chillers, fans, pumps etc. with plant capacities and location. In larger buildings, this might be restricted to items above, say, 5 kW in order to keep the list concise whereas smaller buildings might include everything down to say 0.5 kW. Most plant is rated by its output but some plant can be rated by input. Main plant items above [power] kW are shown below. The asset register [title and location] provides further detail. Main plant

Building name

Location

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Input (kW)

Output (kW)

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Building Log Book

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System sheet: SYSTEM NAME Each sheet should show one main end-use system beginning with the energy (electricity and gas) distribution systems, then passive ventilation, natural daylighting followed by more active systems, e.g. heating, HWS, mechanical ventilation, cooling, lighting etc. NAME system schematic Overall schematic of main system/feature/plant and distribution system indicating areas supplied and main control zones. For example: Electricity distribution: insert a simple diagram (or description) of the overall electricity distribution system(s) indicating metering, transformers, standby generation etc. Heating: insert a simple diagram (or description) of the overall heating system(s) indicating fuels used, main plant/systems, heating flows and overall controls. Cooling: insert a simple diagram (or description) of the overall cooling system(s) indicating refrigerant, fuels used, main plant, cooling flows and overall controls. Ventilation: insert a simple diagram (or description) of the overall passive/active ventilation system(s) indicating main air flows, window operation and any fuels used, main plant and overall controls. Lighting/daylighting: insert a simple diagram (or description) of the overall daylighting and artificial lighting systems indicating main types of lighting used, daylight mechanisms and overall controls.

Location: insert location of the main plant related to this system and the system controls. Record drawings: insert no more than two references to key record drawings that provide an overview of this system.

Plant capacity: insert installed plant capacity and installed power density (W/m2) based on the gross floor area.

Control settings: insert a summary of the recommended control settings, e.g. on/off times, temperature set points or lux levels etc.

Safety features: insert a brief description of any key safety features (or hazards) related to this system, e.g. high limit and safety thermostat settings.

Energy/water saving features: Insert a brief description of any key energy/water saving features related to this system, e.g. heat recovery, underfloor heating to promote efficiency of condensing boilers etc.

Tips for good operation: Insert any ‘dos and don’ts’ and hints that will ensure good efficient operation.

Building name

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9

Overview of controls/BMS

(Not more than two pages)

Part L sets minimum requirements for controls — ensure that these details meet these requirements. Controls/BMS layout Insert an overall schematic of the BMS (or main controls) indicating central supervisor, outstations and their locations. Where possible, this should indicate the number/type of connected points to indicate possible expansion. BMS software hierarchy Insert an overall tree diagram of BMS software indicating upper levels (pages) of the system, e.g. plant rooms or floor by floor views. Where possible, this should indicate the main plant being controlled/monitored. This should show the user what plant is connected and how to move between the main screens on the central supervisor.

Main control/monitoring functions Insert a summary of the main functions of the BMS/controls •

what plant is controlled?

•

what plant is monitored only?

•

what plant has alarm functions to indicate limits have been exceeded?

•

what energy/water meters are linked to BMS?

Authorised personnel Insert a list of personnel with access to BMS/controls indicating what password level they have access to.

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10 Occupant information (This information should be photocopied and passed on to the building occupants, particularly new staff members) (Not more than two pages)

Your working environment In order to achieve a good working environment it is important that you understand how to control the building services in your space. Insert a brief description of how their space is serviced, e.g. air conditioned or naturally ventilated with openable windows; automatic lighting controls related to daylight etc. Insert a brief and simple description of how occupants should use the building and control their own space. Where appropriate, this information should also be provided specifically for staff in separately managed areas like restaurants, kitchens, conference suites etc. and for staff in areas that are not typical of the main building use, e.g. leisure/swimming facilities in hotels. This information should also be provided for public areas like hotel bedrooms, meeting rooms and foyers. Use the log book to encourage the facilities manager to display a copy of this information in these public areas. Heating: insert a brief description of the heating distribution system, e.g. ‘Radiators divided into zones controlled by local thermostats located on the central pillars. These should be set to around 21 °C.’ Ventilation/air conditioning: (where appropriate) insert a brief description of the air conditioning distribution system, e.g. ‘Grilles in the ceiling provide cool or hot air depending on how you set the thermostat; air is extracted at low level grilles in the wall.’ Lighting: insert a brief description of the lighting distribution system, e.g. ‘Fluorescent lighting controlled by manual switches located on the pillars with automatic dimming controls related to daylight near the windows. Only switch the lights on that you need and make sure you switch them off before you leave.’ Windows: insert a brief description of the windows, e.g. ‘Simple, top hinged openable windows with a security lock. These allow air flow across the office in summer but should be kept closed during winter.’ Shading: insert a brief description of the shading, e.g. ‘Simple internal blinds can be used to prevent glare although these are unlikely to prevent over-heating on sunny days.’ Office equipment: insert a brief description of how to control office equipment.

Building name

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Simple energy ‘dos and don’ts’ •

Avoid blocking radiators or ventilation grilles with furniture and books as this will result in a lack of heating/ventilation.

•

Set thermostats to the required temperature then leave them alone. Do not use them as ON/OFF switches.

•

Set thermostatic radiator valves (TRVs) to the required temperature then leave them alone. Do not use them as ON/OFF switches. If you turn these fully OFF on Friday night then don’t expect heat on Monday morning.

•

Do not overheat or over-cool your space as this increases running costs and causes extra emissions of CO2 into the external atmosphere, contributing to global warming.

•

Only switch the lights ON as and when necessary as they result in significant emissions of CO2 into the external atmosphere, contributing to global warming.

•

Shut windows at night for security purposes and to prevent heat loss that could make your space cold when you come in the next day (unless part of a night cooling strategy).

•

Ensure that PCs, printers etc. are not left ON unnecessarily and have any energy saving features enabled as this will prevent your space from overheating and save energy, thereby reducing CO2 emissions to the external atmosphere that lead to global warming.

Building name

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11 Metering, monitoring and targeting strategy (Not more than three pages)

Metering schedule The following provides a list of meters and design estimates of the likely end use consumptions. See CIBSE TM39: Building energy metering, for an example, including how to arrive at a good metering schedule. CIBSE TM22: Energy assessment and reporting method also provides a means of assessing energy use in buildings. Total estimated incoming fuel Electricity: [number] kW·h/yr Gas: [number] kW·h/yr Other: [number] kW·h/yr Energy Meters Method Type of incoming energy

Main enduse

Estimated end-use consumption (kW·h/yr)

Log book

Meter End use/ Measurement no./code area/system/ method and circuit or calculation tenancy to be where measured appropriate

author

to insert

design

Estimated consumption through each meter (kW·h/yr)

Meter location List of meters

Location

estimates here

Metering strategy Metering strategy (in diagrammatic form) Insert the overall metering strategy (tree diagram) showing the main end uses of energy and the meters that allow these to be monitored. See General Information Leaflet GIL 65: Metering energy use in new nondomestic buildings, for an example including how to arrive at a good metering strategy. This should indicate estimates of the energy use through each meter as predicted by the design team. Insert a brief explanation of how to use the metering strategy, in particular, an explanation of how to monitor/benchmark consumption annually; e.g. ‘Read the meters monthly and log the readings on the meter reading pro forma in a separate file. From these readings add up the energy consumption for each end use for the year and log these in the building performance section.’ (A meter reading pro forma template is provided on the CD-ROM associated with CIBSE TM31. The log book author should tailor this to the building’s metering strategy and provide a copy to the facilities manager. See Good Practice Guide GPG 348: Building log books — a user’s guide for examples. A copy is included on the CDROM associated with CIBSE TM31.

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Where meters do not read in kilowatt-hours (kW·h), the designer/log book author should provide appropriate conversion factors in the log book and on the tailored meter reading pro forma. In particular, where oil, LPG or other fuels are used, values for their energy content should be provided. Suitable values may be obtained from CIBSE Guide F: Energy efficiency in buildings. Part L requires that automatic meter reading and data collection facilities should be included in buildings with floor areas greater than 1000 m2. Where appropriate, describe the AMR system and its functions and relate this to the sub-metering strategy.

Building name

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12 Building performance records (Not more than three pages)

Overall annual energy performance Summary of overall annual electricity, fossil fuel consumption and CO2 against simple benchmarks. Examples of these calculations and tables are shown in Good Practice Guide GPG 348: Building log books – a user’s guide. A copy is included on the CD-ROM issued with CIBSE TM31; printed copies are available from (www.thecarbontrust.co.uk). Building energy performance for period from [date] to [date] Based on a gross floor area of [number] m2 Fuel Quantity (A) (B) (kW·h) CO2 ratio

Oil Gas Electricity TOTAL

(litre)

(C) (kg CO2)

0.27 0.19 0.43*

(D) Actual (kg CO2/m2)

(E) Design estimates (kg CO2/m2)

(F) Good practice benchmark (kg CO2/m2)

Log book author to complete

Log book author to complete

* This value may change year to year due to changes in the mix of electricity generation plant. Current figures are available from the Energy and Environment Helpline (0800 585 794) or www.actionenergy.org.uk Ensure that actual consumption figures do not include estimated bills and ensure they relate to a full exact 12 month period. (If not then record actual and adjust by number of days missing/extra). Use the total gross floor area shown in section 5. Multiply column (A) by column (B) to get (C) then divide by treated total building floor area to get (D) for comparison with benchmarks in columns (E) and (F). One overall performance indicator can be established by totalling column (D). Avoid adding column (A) as the fuels have different costs and CO2 factors.

Historical building performance graph (in graphical form) Facilities manger to insert a graph of the above figures over time to track performance against a benchmark and original design estimates. Log book author should provide the relevant axes to indicate what the facilities manager should plot. This might show (kg CO2/m2)/yr over time. CIBSE TM22: Energy assessment and reporting methodology provides software to help assess building energy performance using either a simple or a detailed approach. This includes benchmarks for a variety of buildings. A wider range of benchmarks is available in the series of Energy Consumption Guides produced by the Carbon Trust (www.thecarbontrust.co.uk), e.g. ECG019: Energy use in offices, and CIBSE Guide F: Energy efficiency in buildings.

Asset & operational ratings Insert the asset and/or operational ratings taken from any energy certification process. Date

Building name

Asset rating

Method used

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Operational rating

Method used

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Energy end use comparison Annual summary of actual metered consumption per square metre and the design team’s estimates versus benchmarks broken down by main end-uses. Examples of these calculations and tables are shown in Good Practice Guide GPG 348: Building log books – a user’s guide. A copy is included on the CD-ROM issued with CIBSE TM31; printed copies are available from (www.thecarbontrust.co.uk). Building energy performance for period from [date] to [date] Based on a gross floor area of [number] m2 Fuel type Main end Actual Metered incoming use consumption ((kW·h)/yr)

Electricity

Actual Sub-metered main end use energy consumption ((kW·h/m2)/yr)

Lighting Fans Pumps etc.

Design estimates Main end use energy consumption (kW·h/m2)/yr Log book author to complete

Good practice benchmark Main end use energy consumption ((kW·h/m2)/yr) Log book author to complete

Total electricity Gas

Space heating DHW etc.

Total gas Oil Other

Keep the fuels separate as they have different costs and CO2 emissions Normal end uses of energy in offices • Heating • Hot water • Lighting • Ventilation • Pumps • Cooling • Humidification • Office equipment • Lifts and vertical transport • Controls and telecoms • Local kitchens and vending

Building name

Examples of special (i.e. atypical) energy uses in offices • Dedicated computer room or suite • Catering kitchen and restaurant • Dealing rooms • Sports and leisure facilities • Covered car parks • Exterior lighting

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Annual graph of end use breakdown (in graphical form) Facilities manager to insert a graph of the above figures as per Energy Consumption Guide ECG 019(1) or CIBSE TM22(2) to compare end use performance with end use benchmarks etc. See Good Practice Guide GPG 348(3) for examples. Log book author may wish to provide the relevant axes to indicate what the facilities manager should plot. This might be a stacked bar chart of CO2/m2 versus the equivalent good practice benchmarks and design estimates.

Historical graph of end-use performance (in graphical form) Facilities managers to insert a graph of the above end use figures over time to track performance against end use benchmarks etc. See Good Practice Guide GPG 348(3) for examples. Log book author should provide the relevant axes to indicate what the facilities manager should plot. This might show a plot of each main end use (kW·h/m2) over time. References (1)

Energy efficiency in offices Energy Consumption Guide ECG019 (Carbon Trust) (2000) (www.thecarbontrust.co.uk)

(2)

Energy Assessment and Reporting Methodology – Office Assessment Method CIBSE TM22 (London: Chartered Institution of Building Services Engineers) (2003)

(3)

Building log books — a user’s guide GPG 348 (Carbon Trust) (2000) (www.thecarbontrust.co.uk)

Building name

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13 Summary of maintenance (Not more than two pages)

Emergency maintenance action Emergency contact name 1 Organisation Address Address Tel. no. e-mail address

Emergency contact name 2 Organisation Address Address Tel. no. e-mail address

Maintenance overview Insert a summary of the general arrangement for maintenance including any maintenance contracts and who is responsible for which main systems.

Signed:

Comments/problems? e.g. maintenance not carried out (give reason) 3. If not, is this due to poor maintenance? (Yes/No)

[period]

2. Is this system capable of working in all the required modes? (Yes/No)

Review period

1. Are you reasonably satisfied with the maintenance on this system? (Yes/No)

Maintenance review

Indicate any major changes to the general arrangement for maintenance including any changes in maintenance regimes or contracts

Lighting Fans Pumps Cooling Space heating DHW etc.

Maintenance/plant failures Facilities manager to insert a summary of any major plant failures and how these relate to the maintenance regimes or contracts. This should describe what happened, when, why and what action was taken to overcome the problem.

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Building Log Book

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14 Results of in-use investigations (Not more than one page per investigation)

Defects liability work Facilities manager to insert a summary of any major remedial work in the period between practical completion (handover) and the end of the defects liability period

‘Sea trials’ Facilities manager to insert a summary of any initial ‘sea trials’ which involve members of the design team monitoring and fine-tuning the building after practical completion (handover).

Post occupancy evaluations Facilities manager to insert a summary of any post occupancy evaluations, e.g. investigations of energy performance and/or occupant satisfaction.

Surveys Facilities manager to insert a summary of results from any maintenance, condition or energy surveys.

Inspections Summary of results of boiler or air conditioning inspections required under the EU directive ‘Energy Performance of Buildings’ and any actions taken

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Appendix: relevant compliance and test certificates (Summary list plus pocket to hold relevant certificates) This appendix should act as a focal point to hold copies of all relevant key certificates/test reports etc, including: •

commissioning completion certificate

•

Compliance checklist signed by a an approved person e.g. CIBSE Low Carbon Consultant

•

EU directive ‘Energy Performance of Buildings’ energy certificate

•

Boiler inspection certificate required under the EU directive ‘Energy Performance of Buildings’

•

Air conditioning inspection certificate required under EU directive ‘Energy Performance of Buildings’

•

Summary of inputs and outputs to the National Calculation Method used to determine the carbon reductions compared to the notional buildings, e.g. inputs/outputs to SBEM or an approved dynamic simulation model. Add a data disc if necessary.

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