During a design audit, an EDGE Auditor notices that the project does not meet the...

The role of an EDGE Auditor during a design audit (Preliminary Certification stage) is to verify compliance with the EDGE standard, which requires at least 20% savings in energy, water, and embodied energy in materials. If the project does not meet the standard, the Auditor must follow specific protocols without overstepping their role. The EDGE Expert and Auditor Protocols outline the acceptable actions: "If a project does not meet the EDGE standard for energy during a design audit, the Auditor should inform the Client of the shortfall and ask them to use the EDGE tool again to identify additional measures that will take the project comfortably over the EDGE standard (e.g., 20% energy savings). The Auditor must not provide design advice or modify the assessment themselves, as their role is to verify, not consult" (EDGE Expert and Auditor Protocols, Section 4.1: Audit Process). Option A, ask the Client to use the EDGE tool again to identify options that will take the project comfortably over the EDGE standard, directly aligns with this guidance, as it keeps the Auditor in a verification role while encouraging the Client to revise their design. Option B (contact the design team directly to work with them) is incorrect, as it violates the Auditor’s independence: "The Auditor must not engage directly with the design team to improve the project, as this constitutes consultancy, which conflicts with their role as an independent verifier" (EDGE Expert and Auditor Protocols, Section 2.3: Conflict of Interest). Option C (take no further action) is also incorrect, as the Auditor has a responsibility to report the shortfall: "If a project does not meet the EDGE standard, the Auditor must document the failure in the audit report and inform the Client, rather than abandoning the process" (EDGE Certification Protocol, Section 3.2: Audit Requirements). Option D (provide a list of measures based on the Auditor’s experience) oversteps the Auditor’s role by offering consultancy: "The Auditor cannot provide specific design recommendations or measures, as this compromises their impartiality; they must direct the Client to use the EDGE software or consult an EDGE Expert" (EDGE Expert and Auditor Protocols, Section 2.3: Conflict of Interest). The EDGE User Guide further supports: "During a design audit, the Auditor’s role is to assess compliance, not to guide the design process; if the project falls short, the Client should revisit the EDGE tool to explore additional measures, potentially with the help of an EDGE Expert" (EDGE User Guide, Section 6.5: Working with EDGE Auditors). The EDGE Certification Protocol adds: "The Auditor’s report should note the energy shortfall and recommend that the Client revise the self-assessment to meet the 20% savings threshold, ensuring the process remains Client-driven" (EDGE Certification Protocol, Section 3.2: Audit Requirements). Thus, asking the Client to use the EDGE tool again (Option A) is the acceptable course of action.