This is the NOVEMBER 2017 version of the DL template slides. Look for more updates in coming months.

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1 This is the NOVEMBER 2017 version of the DL template slides. Look for more updates in coming months. Building EQ webpage: Building EQ Video: Building EQ Training: 1

2 Required by AIA and USGBC to have this slide. Each DL should insert the applicable AIA and USGBC credit number. 2

3 Required by AIA and USGBC to have this slide 3

4 Revise / Delete as appropriate 4

5 Revise / Delete as appropriate 5

6 Through the Building EQ process, qualified practitioners compare the candidate building s performance with similar building types. And because Building EQ offers a consistent methodology, buildings within an owner s portfolio can be compared against each other and they can be re evaluated over time to see if the improvements are getting the expected energy savings and performance results. These comparisons enable owners to invest financial resources in their buildings in the ways that will provide the greatest return. Building EQ is powered by ASHRAE and rests on ASHRAE methodologies and standards along with the experience of qualified practitioners. These characteristics distinguish Building EQ and assure owners that they are receiving reliable and consistent results and recommendations. 6

7 Building Energy Quotient is a building energy rating/scoring program that provides information on a building's energy use. Two separate evaluations, one for As Designed potential (asset rating) and the other for In Operation performance (operational rating), form the foundation of Building EQ. Taken together the As Designed and In Operation ratings provide a comprehensive view of a buildings current and potential performance. The Building EQ In Operation Assessment provides recommended energy efficiency measures (including no cost, low cost suggestions) along with estimated cost ranges and paybacks. 7

8 Program Benefits Streamlines and improves the audit process Utilizes standard and consistent process for tracking improvement over time Provides a Building EQ performance score (efficiency) to benchmark building Compares building s performance score to other similar buildings Details actionable recommendations to improve a building s performance Provides documentation of the assessment and the results Creates an opportunity to reassess building performance following implementation of energy efficiency improvements to assess effectiveness (improved performance/rating) Offers a building label to recognize high building performance 8

9 Program Benefits Streamlines and improves the audit process Utilizes standard and consistent process for tracking improvement over time Provides a Building EQ performance score (efficiency) to benchmark building Compares building s performance score to other similar buildings Details actionable recommendations to improve a building s performance Provides documentation of the assessment and the results Creates an opportunity to reassess building performance following implementation of energy efficiency improvements to assess effectiveness (improved performance/rating) Offers a building label to recognize high building performance 9

10 Current labeling efforts in North America (USA/Canada) Information on State & Local rating regulations is available from the Institute for Market Transformation website: building benchmarking policy landscape Other websites: EPA ENERGY STAR: DOE Asset Score: building energy assetscoring tool USGBC LEED: Green Globes: BOMA 360: 10

11 Current Labeling efforts Globally/Internationally Information on the European Union requirements: Directive 2010/31/EC on the energy performance of buildings. Member States are obliged to ensure that when buildings are constructed, sold or rented out, an Energy Certificate is made available to the owner or by the owner to the tenant or potential buyer. The certification shall also include advice and information on how to improve energy performance. It concerns such elements as building envelope, windows, heating, electrical and ventilation installations, lighting, heat sources (incl. boilers, CHP units) cooling systems and others. Certain buildings over 500m 2 are also required to have an energy certificate on public display. This can be an asset rating or an operational rating. 11

12 Differences from Green Building Programs (LEED, Green Globes): LEED is a certification program for design, operation and construction of high performance green buildings. It covers site, water, energy/atmosphere, materials/resources, IEQ, innovation/design process while beq focuses solely on a buildingʼs energy use. Green Globes is an online assessment protocol, rating system, and guidance for green building design, operation and management. It covers O&M, energy, water, IEQ, and material use. Building EQ has a greater concentration on understanding energy use and identifying opportunities for improvement Building EQ Could be used to improve/verify the energy component of green building rating systems Because most green building programs donʼt normalize for operating and occupancy variables in their new construction (asset) ratings, it is very difficult to compare buildings with very different operations and occupancy to each other. The Building EQ As Designed rating allow for this comparison because it standardizes those operating variables. 12

13 Differences from Benchmarking Programs (ENERGY STAR Portfolio Mangaer): Both Building EQ and ENERGY STAR are based on CBECS data. CBECS is the Commercial Building Energy Consumption Survey. ENERGY STAR is pass/fail (75 or greater) & uses a percentile scale a score of 75 means that building is better than 75% of other similar buildings. Building EQ is a statistical scale that compares the building s score to a baseline median score. Because the In Operation and As Designed ratings use the same baseline, both ratings can be used to compare a building s actual energy use (In Operation) to the buildings potential energy use (As Designed). Building EQ has a greater concentration on understanding energy use and identifying opportunities for improvement Building EQ provides documented IEQ information included required measurements recorded as part of the assessment process. Building EQ assessment assists with the preparation of an ASHRAE Level 1 Energy Audit and is conducted by a certified assessor (BEAP) or PE licensed in the jurisdiction where the project is located which creates a relationship with an energy professional and helps implement improvements for the building. Building EQ provides greater differentiation for high performing buildings with emphasis on net zero energy. Building EQ rates additional Building Types (outside of ENERGY STAR) 13

14 The Building EQ In Operation assessment helps in the preperationof an ASHRAE Level 1 Energy Audit and provides building owners with building specific energy savings measures with estimated costs and payback information that can be used to improve building energy performance. The rating focuses on the building s metered energy use for the preceding 12 to 18 months. Information on a building energy s use is the critical first step in making the necessary changes and choices to reduce energy use and costs. Because the In Operation assessment provides a consistent process for evaluating a building s energy use, a building is able to get a baseline (or benchmark) assessment before improvements are made and a follow up assessment after improvements have been implemented and easily determine if they have reached the expected savings for those improvements. 14

15 The As Designed rating uses an energy model with standardized inputs as compared to a baseline median EUI to evaluate a building s potential energy use independent of operational and occupancy variables. Especially helpful to tenants who need to compare buildings with different operations and usage, the As Designed rating provides a building owner or tenant a clear picture of the buildingʼs as built, designed energy efficiency. Since the resulting energy rating compares a building under a standardized set of operating assumptions, it's a useful tool for owners who want to compare different buildings without including effects of the current occupants, as well as for operators to know whether they are achieving the full designed potential for a particular building. The ability to comparing buildings with different types of occupancies/uses means the As Designed rating may be a useful tool for real estate decisions and transactions. Because metered data is not required, the As Designed rating can be used on new buildings that have not yet been operational for a full 12 months as well as existing buildings that have been operating for a long time. The rating can also be used on buildings in the design or construction phase, although, the rating/score cannot be finalized/awarded until the building is fully constructed and the as built conditions are finalized. 15

16 Side by side comparison of the two ratings. Building fabric refers to the physical characteristics of the building (the bricks & mortar ) 16

17 The Building EQ Performance Score indicates the energy performance of the candidate building. The score ranges from zero (zero net energy) and goes to 200 or beyond. The baseline value of 100 represents the median (similar to mid point or average) energy use intensity for existing buildings of that building type. An average building will fall near the median value of 100. An Inefficient building has a score greater than 100 (above average energy use / high energy use) An efficient building has a score less than 100 (low energy use / energy use approaching zero net energy use). A zero net energy building will have a score less than or equal to zero (zero net energy use) Building and Median EUIs are calculated for source energy. Building EQ also provides The building s site energy EUI and Energy Cost Index. 17

18 The scale barometer shown illustrates how a building s Building Performance Score indicates a buildings energy performance. The score ranges from zero (zero net energy) and goes to 200 or beyond. The baseline value of 100 represents the median (similar to mid point or average) energy use intensity for existing buildings of that building type. An average building will fall near the median value of 100. An Inefficient building has a score greater than 100 (above average energy use / high energy use) An efficient building has a score less than 100 (low energy use / energy use approaching zero net energy use). A zero net energy building will have a score less than or equal to zero (zero net energy use) The median EUI calculation includes adjustments for climate and operating hours (low, average, continuous). 18

19 This table illustrates the current score ranges on the Building EQ rating scale and how those ranges relate to the median (i.e. typical/average) building in the existing building stock. Note that the scale is not divided uniformly. The highest performing range has a smaller 25 unit range and the other score ranges have a 30 unit range each. This approach further distinguishes high performing buildings. 19

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21 The Portal improves the usage of the program with: Online data entry and submission process Metered energy data can now be downloaded into the Building EQ Portal from ENERGY STAR Portfolio Manager The calculation of the median EUI has been aligned with ENERGY STAR using Architecure 2030 s Zero Tool which will bring Building EQ Performance Scores more in line with ENERGY STAR Portfolio Manager scores Redesigned label shows Building EQ Performance Score on a barometer/scale with no more letter grades! Standard reports that can be automatically generated by credentialed users Improved submission approval process Help and validation information built into the system 21

22 Building EQ is moving the program to an on line portal to improve the usability of the program for both credentialed users and building owners. The Building EQ Portal provides a faster, more automated approach to receive a Building EQ Performance Score. The Building EQ Portal allows users to enter all required data to determine their In Operation (IO) or As Designed (AD) Building Energy Quotient (EQ) Performance Score. A help screen on the main menu provides guidance on how to navigate the Portal, where to set up accounts and projects, and what general requirements must be met for submission data entry. Additional help screens provide more detail throughout the Portal. The Dashboard displays various data points from the Building EQ Portal database. 22

23 The Portal improves the usage of the program with: Online data entry and submission process Metered energy data can now be downloaded into the Building EQ Portal from ENERGY STAR Portfolio Manager The calculation of the median EUI has been aligned with ENERGY STAR using Architecure 2030 s Zero Tool which will bring Building EQ Performance Scores more in line with ENERGY STAR Portfolio Manager scores Redesigned label shows Building EQ Performance Score on a barometer/scale with no more letter grades! Standard reports that can be automatically generated by credentialed users Improved submission approval process Help and validation information built into the system 23

24 A user registers by creating a log in and password and by completing their profile. Once registered, users must first create an account in order to initiate a project. The user who creates the account becomes the account administrator. The main menu on the left hand side of the screen is used to navigate around the portal. That menu can be minimized by clicking on the menu (horizontal bars) icon. Create and manage accounts by clicking on Account on the main menu. Add, delete, and manage projects by clicking on Project on the main menu. Projects are initiated within a specific account. Each account can have multiple projects. Managing the project includes entering, reviewing, and submitting the building information. Add, delete, and manage users by clicking on Users on the main menu. Each account can have multiple users and multiple users can be assigned to each project. Users can be assigned to multiple projects from different accounts. A credentialed user must sign off on the project by agreeing to the Terms and Conditions (TOC) and providing their signature on the Project detail screen for that project. This section has been modified and added to. 24

25 The Data input screens are arranged by Tabs and Accordions. The Tabs (Building Characteristics, Energy, IEQ Screening, Energy Efficiency Measures, and Photos/Attachments) are organized horizontally across the screen. Each tab has multiple accordions below it vertically that open and close as needed to enter data. Once data entry begins a green check mark on the accordion indicates that all the required data for that accordion has been successfully entered and saved. A red X on either the accordion or tab indicates that some data is missing or does not fit into the required parameters. 25

26 The Portal improves the usage of the program with: Online data entry and submission process Metered energy data can now be downloaded into the Building EQ Portal from ENERGY STAR Portfolio Manager The calculation of the median EUI has been aligned with ENERGY STAR using Architecure 2030 s Zero Tool which will bring Building EQ Performance Scores more in line with ENERGY STAR Portfolio Manager scores Redesigned label shows Building EQ Performance Score on a barometer/scale with no more letter grades! Standard reports that can be automatically generated by credentialed users Improved submission approval process Help and validation information built into the system 26

27 The following items are delivered by the Portal: Building EQ Performance Score rates the building s performance and is visible on the input screens at all times and is free to all users User Input Report documents the data entered into the Building EQ Portal for a specific project and is available for free to credentialed practitioners for all submissions Building EQ Label Report displays the Building EQ Performance Score and is available for free to credentialed practitioners for approved submissions Building EQ Disclosure Form presents key energy use information for compliance with disclosure ordinances and will be available for a $200 fee per building submission to credentialed practitioners for approved submissions Audit Report Spreadsheets will be automatically populated with the information gathered during the In Operation assessment for use in a final audit report and will be available for a $250 fee per building submission to credentialed practitioners for approved submissions A Building EQ Database is being created from submission data to allow user access to aggregated information from submitted buildings for comparison and incentives. Customized reporting capabilities are being explored and developed for use with the database. Varying levels of access are being explored for fee amounts still to be determined: Aggregate/metadata for the entire database for research/analysis. Specific data on the account owner s properties Aggregated data on properties in a larger jurisdiction (e.g., utilities, municipalities, countries) 27

28 The Building EQ Performance Score rates the building s performance and is free to all users. The score is visible on the input screens at all times. To quickly see the Building Performance Score for a building, enter just those fields shown in green. The fields needed to calculate the score are in the Building Characteristics and Energy tabs. Once these fields have been completed, the Building Performance Score, the candidate building source EUI, and median source EUI will be displayed at the top of the input screens. 28

29 The User Input Report documents the data entered into the Building EQ Portal for a specific project A blank version can be printed before a project is started and used to collect data offline NOTE: the blank version is available from the main help screen A final version can be printed for a project to document the data entered. The report is available at not cost to all users for all submissions 29

30 The Building EQ Label Report displays the Building EQ Performance Score and is available for free to credentialed practitioners for approved submissions 30

31 The Building EQ Disclosure Report presents key energy use information for compliance with disclosure ordinances and will be available for a $200 fee per building submission to credentialed practitioners for approved submissions. The current cost of the Disclosure Report is $200 per submission. 31

32 The Audit Spreadsheets Report will be automatically populated with the information gathered during the In Operation assessment for use in a final audit report and will be available for a $250 fee per building submission to credentialed practitioners for approved submissions. NOTE: not all required data is currently collected during the Building EQ process. Current cost for the Audit Spreadsheets Report is $250 per submission. A Building EQ Database is being created from submission data to allow user access to aggregated information from submitted buildings for comparison and incentives. Customized reporting capabilities are being explored and developed for use with the database. Varying levels of access are being explored for fee amounts still to be determined: Aggregate/metadata for the entire database for research/analysis. Specific data on the account owner s properties Aggregated data on properties in a larger jurisdiction (e.g., utilities, municipalities, countries) 32

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34 The In Operation process involves an on site visit by a certified Building Energy Assessment Professional (BEAP) or a licensed PE to assess the building s actual energy consumption. The assessment collects metered energy data, identifies where and how energy is consumed, provides suggested EEMs (with estimated costs and payback), and includes an IEQ screening that records measurements for thermal comfort, lighting, and ventilation for IAQ. As a result, the building owner receives guidance on how to improve energy performance. The estimated time required for this process is approximately hours, plus travel time and expense to meet with customer and travel to the building for site visits, and typically involves the following activities: Review the plans/specifications; meet with building representative Review the energy data and utility bills Conduct the site visit walk thru, take photos and IEQ measurements Enter the data into the Portal and submit to ASHRAE This assumes that the project record documents, utility bills, and buildings are readily accessible and accurate to the raters needs, and a facility representative is available for regular communication. Actual times and costs may vary with other occupancies and individual raters. 34

35 Building characteristic data is used in the calculation of the baseline EUI. Each building use type has a specific baseline/median EUI by climate zone that is further normalized by location (Heating and cooling degree days) and operating hours. The climate zone and operating hours are used to normalize the basline/median EUI. Building EQ also supports multiple use buildings and properties on a single meter. T he median EUI is calculated by apportioning each building use type by area. Examples of multiple use Buildings/Properties include: Offices buildings with retail and restaurants Multi family /high rise residential with offices and retail School campuses with multiple buildings on a single meter Military bases with multiple buildings on a single meter. 35

36 The IEQ Screening provides additional information that the building owner can use to improve his building s performance and assures that Indoor Environmental quality is not being compromised in order to achieve energy savings. A building does not qualify for a Building EQ rating/score if the results of the IEQ survey are unsatisfactory. 36

37 Twelve consecutive months of actual metered data is required and must be within 6 months of the assessment date. Metered energy data can now be downloaded from ENERGY STAR Portfolio Manager so the data does not need to be reentered into the Portal. Additional utility information collected/reviewed includes utility rate classes, peak energy demand, energy load factor. 37

38 Energy Efficiency opportunities are selected from pull down menus of standardized options. Free form fields are also available. The Building EQ In Operation assessment process includes the collection of information that helps with the preparation of an ASHRAE Level 1 Energy Audit. This part of the assessment delivers analysis unavailable in other building labeling programs. These methodology and calculation procedures have been determined by building energy use experts to yield the most reliable and actionable results. The basic parts of a Level 1 energy audit are: Energy use Analysis review of monthly energy bills and utility information Walk thru Survey Identification of low cost/no cost energy improvement measures Estimated Costs and Savings Summary of Special Problems/Needs An updated assessment workbook after the completion of energy improvemnets allows a building to benchmark their building now and then re assess after improvements have been made to verify the energy savings. 38

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40 The As Designed process involves an on site visit by a Building Energy Modeling Professional (BEMP) to confirm that the modeling inputs are consistent with the building as constructed. The BEMP models the building s standardized energy use using specified operating assumptions and modeling inputs. The data generated from the model are used to calculate the rating which allows comparison with similar buildings in similar climates without the effects of occupancy or operation. The estimated time required for this process is approximately hours, plus travel time and expense to meet with customer and conduct building site visits and includes the following activities: Review the plans/specifications; meet with building representative Acquire design/building data from consulting engineer/owner; Run the energy model Analyze energy model inputs and outputs; make adjustments Enter data into the Portal and submit to ASHRAE This assumes that the project record documents, model inputs and outputs, utility bills, and other building documentation are up to date, readily accessible, and accurate to the raters needs, that a facility representative is available for regular communication and that no previous energy model is available for modification as needed for the rating process. Actual times and costs may vary with other occupancies and individual raters. 40

41 Results of other asset rating programs are not comparable among buildings of the same type because the models are not normalized for operating and occupancy variables. Building EQ s consistent modeling process using specific modeling rules and standardized modeling inputs removes the impact of some physical variables. Discrepancies between asset ratings and operational results are often misunderstood Building EQ uses the same building stock database (CBECS) as the bases for the median EUI in both ratings. 41

42 Unlike similar ratings, the beq As Designed rating models only the candidate building. By requiring only one model, the beq As Designed rating saves the building owner time and money while ensuring consistency and enhanced accuracy 42

43 Standardized modeling inputs which are specified in COMNET Appendices B and C on the beq Worksheet tab. 43

44 Modeling inputs that are specific to the candidate building being modeled. These inputs need to be consistent with as built conditions. 44

45 Results of other asset rating programs are not necessarily comparable among buildings of the same type because the models are not normalized for operating and occupancy variables. Building EQ s consistent modeling process using specific modeling rules and standardized modeling inputs removes the impact of some physical variables to make comparisons easier and more useful. Discrepancies between asset ratings and operational results are often misunderstood Building EQ uses the same building stock database (CBECS) as the bases for the median EUI in both ratings to facilitate their usefulness together. 45

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47 ASHRAE's certification programs: Are developed by industry practitioners who understand the knowledge and experience that are expected for superior building design and system operation Assure employers and clients of subject mastery Serve as a springboard for continued professional development Offer an easy to apply process Require periodic renewal Value of the certification program: To Employers: An ASHRAE certification lets employers know that the certification earner has mastered a significant body of knowledge in a specific aspect of HVAC&R design, as determined by industry professionals in that field, and has met specified eligibility requirements. This knowledge will serve as the springboard for a certification earnerʼs continued professional development in the HVAC&R and building industry. To Building Owners: A firm that employs ASHRAE certification earners has demonstrated a corporate commitment to the professional development of its employees and a dedication to providing the best possible resources for building design projects. To Certification Earners: An ASHRAE certification broadens your knowledge base. It also allows you to stand out from the crowd and may improve your options for being hired, promoted, and/or tapped for working on certain types of design projects.to Society: More knowledgeable engineers can design better HVAC&R systems for the betterment of society as a whole, for current generations and for generations to come. Earning an ASHRAE certification indicates mastery of a given body of knowledge, as determined by subject matter experts in that field. ASHRAE encourages its members and other individuals who pass through its certification program to use the knowledge gained to improve the world around us 47

48 Earning and maintaining an ASHRAE Certification shows an individual has met rigorous eligibility requirements, passed an examination measuring their understanding of the respective body of knowledge, and for those who have already passed the examination, kept their understanding current though professional development. These individuals have earned the highest recognition of their ability to deliver one or both components of beq. The Building Energy Assessment Professional (BEAP) certification has been recognized by the U.S. Department of Energy (DOE) as meeting the Better Buildings Workforce Guidelines (BBWG) which positions the employers of BEAPs to compete for government body contracts calling for the services provided by these certified professionals. Building Energy Assessment Professional (BEAP), and Building Energy Modeling Professional (BEMP), are ANSI Accredited Personnel Certification Programs under ISO/IEC (#1139): The beq Certified Provider logo can only be used by individuals certified by ASHRAE as Building Energy Modeling Professionals or Building Energy Assessment Professionals. Note that all qualified providers may use the regular beq logo to indicate that beq is among the services included in their services portfolio. Full guidelines for the use of the logo are available from ASHRAE. To learn more about becoming ASHRAE certified, visit or 48

49 ASHRAE s Building Energy Assessment Professional (BEAP) certification program was created to fill an identified industry need. The BEAP assesses an individual s ability to audit and analyze residential, commercial, and industrial buildings including determining project scope, collecting data, analyzing building performance, interpreting results, evaluating alternatives, submitting recommendations for energy conservation measures, and assisting with the implementation of these recommendations. A developer or large building owner could easily have one of their own qualified staff certified as a BEAP in order to conduct the assessments of their buildings. The requirements to become a BEAP are sufficiently broad that many individuals with energy assessment experience could easily earn the certification. A complete list of the certified BEAPs with their location and the Candidate Guidebook explaining eligibility requirements for the exam can be downloaded here: 49

50 Only BEMPs can conduct the As Designed rating process and deliver an analysis of a building s as built conditions. A standardized model is used that neutralizes operating conditions and allows the energy efficiency of different buildings to be compared without the effects of the current occupancy and operation. Because the model is developed by a certified BEMP, the building owner receives professional guidance on how the modeling results apply to their building. Certification Documents Competence. BEMP certification verifies that the professional understands the methodology of software choice, modeling energy performance, troubleshooting of simulation results and analysis of modeling results that can reduce energy consumption and lower utility A complete list of the certified BEMPs with their location and the Candidate Guidebook explaining eligibility requirements for the exam can be downloaded here: 50

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52 There is a one time set up fee of $25 for non members and $15 for ASHRAE members to verify the credentials of Professional /Chartered Engineers. The fee is waived for BEAPs and BEMPs as the credentials for these Certified Providers can be automatically verified within ASHRAE s systems. 52

53 APPA transforms individual facilities professionals into higher performing managers and leaders, which helps transform member institutions into more inviting and supportive learning environments, which elevates the recognition and value of educational facilities and their direct impact on the recruitment and retention of students, faculty and staff. 53

54 The feasibility and marketability of customized portals for governments, municipalities, and utilities is being explored by Building EQ committee. The development of this concept will be rolled out as customers are identified and engaged. 54

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56 ASHRAE has developed a new university course on building energy auditing and analysis using the ASHRAE Building EQ rating system as a learning framework. Unlike other ASHRAE educational products that focus on continuing education of industry professionals, this course is a traditional three credit college course for upper level undergraduate or graduate students with previous coursework in in both thermal sciences (or building physics) and building mechanical/electrical systems. Potential students could be in engineering, engineering technology, architecture, construction management, or environmental studies. The course: Involves 10 weeks of classroom instruction followed by 5 weeks of hands on field work in teams under the guidance of local industry mentors. Revolves around a representative campus or community building for each student team that will provide the focus for the underlying technologies and techniques and the practical field studies. Is intended to be a partnership between local ASHRAE organizations and an academic department and instructor. Through its local chapters and student branches, ASHRAE can provide professional mentors for student teams as well as a potential co instructor with extensive domain knowledge for the course. Buildings for energy auditing could be provided through the institution s Facilities Management organization or could be drawn from local community facilities (e.g., homeless shelters, public housing, food banks). Additional information is available at: 56

57 Access the Building EQ Portal at Questions can also be sent to 57