The second site visit is typically scheduled two weeks out from site visit one. This provides time for our onboarding team to collect the necessary data, and for our onboarding coordinators to compile documentation.
Please keep in mind, not all buildings will need the first site visit nor will all buildings have a BAS system. Your Onboarding Coordinator will help you navigate this process before the field technician is dispatched to the property.
Time Needed:
About 30 Minutes for Property & Lighting Interviews
1 to 3 hours for Site Walk-Through
Property Team Interview, Equipment & Lighting survey
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In this second and final site visit, a technician will interview the property manager or building engineer lead to obtain answers on a variety of questions regarding the energy usage with special consideration made for any HVAC/plumbing/lighting improvements anticipated in the next year.
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The technician will then need to survey the building for typical lighting types including any building standard lighting for common areas and Tenant areas. The engineer will need to escort the technician to areas where this lighting is present and provide basic information about the lighting (fixture type, bulb information, etc.). All of this information will be entered into an online form by the technician.
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The field tech will also visit the central plant or representative equipment in the building like a chiller, rooftop unit, pumps, etc. There, they will complete the following:
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Photograph nameplates of all major HVAC equipment.
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Photograph a general view of equipment from at least 3-4 different vantage points.
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Photograph any observed maintenance logs.
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Finally, the field tech will need to visit mechanical rooms for major HVAC equipment elsewhere in the building. Please note, for buildings taller than 10 floors, the technician may only need to capture 50% of the floors and for buildings with more than 50, the technician may only need to capture every 5th floor. In capturing this information, the field tech will complete the following:
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Photograph nameplates of all major HVAC equipment.
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Photograph a general view of equipment from at least 3-4 different vantage points.
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Photograph any observed maintenance logs.
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A building representative, typically a building engineer or property manager, is required for both visits. This person will need to be able to access mechanical areas and answer general questions. We suggest a building engineer as this person likely has a more thorough understanding of your building.
After this final site visit, your onboarding coordinator will review the data collected and reach out with any questions.