TM31 Report
TM31 Report
Building name
Building address
Building address
Building address
Post code
Main telephone number
Building owner
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
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.
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 Description of annual log book review and updates made Pages Facilities Date
date updated or manager’s
added signature
Include handover, updates and annual reviews
Equipment log books (e.g. boiler log book) Location 9 (with the equipment)
4 Main contacts
Emergency contact name 1 Emergency contact name 2
Address Address
Address Address
Post code Post code
Tel. no. and e-mail Tel. no. and e-mail
Electricity emergency contact name Gas emergency contact name
Address Address
Address Address
Post code Post code
Tel. no. and e-mail Tel. no. and e-mail
Lead designer contact name Building services design contact name
Address Address
Address Address
Post code Post code
Tel. no. and e-mail Tel. no. and e-mail
Lead contractor contact name Main subcontractor contact name
Address Address
Address Address
Post code Post code
Tel. no. and e-mail Tel. no. and e-mail
Commissioning agent name Services installer subcontractor name
Address Address
Address Address
Post code Post code
Tel. no. and e-mail Tel. no. and e-mail
Planning supervisor name O&M and log book author name
Address Address
Address Address
Post code Post code
Tel. no. and e-mail Tel. no. and e-mail
Facilities management contractor name Maintenance contractor name
Address Address
Address Address
Post code Post code
Tel. no. and e-mail Tel. no. and e-mail
Other Other
Other Other
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:
Certificate included in
CIBSE Commissioning Code Followed? (Yes/No)
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
Commissioning results
Comments/problems?
Commissioning
all the required modes?
drawings? (Yes/No)
shown in the design
(Yes/No)
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.
Project No: ????? Page 7 of 25 Issue No 1 Date July 06
Building Log Book
Building name, town
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.
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.
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.
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’ 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) ….
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 Total Total
% area
(m2)
Area type Untreated Naturally Mechanically Mixed Heating and Full air
(%) ventilated ventilated mode (%) cooling conditioning
(%) (%) only (%) with humidity
control (%)
Area type 1 Log book author to complete
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.
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.
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 Location Input Output
(kW) (kW)
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.
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.
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.
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.
Authorised personnel
Insert a list of personnel with access to BMS/controls indicating what password level they have access to.
10 Occupant information
(This information should be photocopied and passed on to the building occupants, particularly new
staff members)
(Not more than two pages)
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.’
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 CO 2
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 CO 2
emissions to the external atmosphere that lead to global warming.
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.
Type of Main Estimated Meter End use/ Measurement Estimated List of meters Location
incoming end-use end-use no./code area/system/ method and consumption
energy consumption circuit or calculation through each meter
(kW·h/yr) tenancy to be where (kW·h/yr)
measured appropriate
Metering strategy
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 non-domestic 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 CD-ROM
associated with CIBSE TM31.
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,
Project No: ????? Page 18 of 25 Issue No 1 Date July 06
Building Log Book
Building name, town
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.
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).
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.
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).
Other
Keep the fuels separate as they have different costs and CO2 emissions
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.
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)
13 Summary of maintenance
(Not more than two pages)
Maintenance overview
Insert a summary of the general arrangement for maintenance including any maintenance contracts and
who is responsible for which main systems.
Maintenance review
Comments/problems? e.g. maintenance not carried out
Review period (give reason)
3. If not, is this due to poor
2. Is this system capable of
maintenance? (Yes/No)
maintenance on this
1. Are you reasonably
required modes?
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.
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).
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
This appendix should act as a focal point to hold copies of all relevant key certificates/test reports etc,
including:
Compliance checklist signed by a an approved person e.g. CIBSE Low Carbon Consultant
Boiler inspection certificate required under the 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.