I Beam Survey

The I-BEAM survey materials try to address any possible scenario, so you can use some discretion when you conduct the walkthrough. The audit should be fully completed, but if there are questions or areas that do not apply to your project building, you may simply indicate "not applicable". You should identify a member of your project team as the IAQ Manager before the start of your performance period. Make it clear that their responsibilities for this role will not end when the LEED project is finished; periodic inspections should continue to take place after the initial audit is completed. The initial audit must take place during the performance period and any problems that can be addressed at no cost must be remedied immediately; for this reason, you should try to conduct the audit at least a few weeks prior to the end of your performance period so that you leave yourself enough time to correct these problems. It would be acceptable to have multiple engineers audit different floors of the building to save time; however, you must still identify a lead staff person as the IAQ Manager and make sure that they coordinate all of the efforts and collate all of the audit results into a single final report. It would also be a good idea to train each engineer in such a way so that the same methodology is used to conduct each of the audits; this will ensure that a standardized approach is used throughout the entire project building.

Well, the I-BEAM audit is designed to be an analysis of the entire project building, specifically the mechanical spaces, so you need to look at as much of the building as possible. It's not a survey so much as it is a building walkthrough. LEED allows you to exclude up to 10% of your gross floor area, so you can take that into consideration if you have one or more tenants who are not cooperative.

Yes, you will need to include a copy of the finished I-BEAM audit, as well as a narrative explaining how repairs or other corrective actions were handled.

No specific requirement, so the project team is free to determine their own definition of periodic. I'd recommend, at minimum, that the audits are performed on an annual basis.