Release Checklist v3.11.0

[DavidGoldwasser]

Updated release date for OpenStudio is 1/16/26 (have not updated table below - David G)

	Code Freeze	Release Candidates	Release
EnergyPlus
EnergyPlus 25.2.0	10/31/25	11/4/25	11/14/25
OpenStudio
OpenStudio Standards Gem	10/31/25	11/14/25	12/5/25
OpenStudio Extension Gem	10/17/25	10/24/25	12/12/25
openstudio-measure-tester-gem	10/17/25	10/24/25	12/12/25
openstudio-workflow_gem	10/17/25	10/24/25	12/12/25
openstudio-bcl_gem	10/17/25	10/24/25	12/12/25
OpenStudio SDK v3.11.0	10/24/25	10/31/25	12/19/25
OpenStudio Server v3.11.0	10/31/25	11/7/25	12/26/25
openstudio-analysis_gem	10/31/25	11/7/25	12/26/25
openstudio-aws_gem	10/31/25	11/7/25	12/26/25
some urbanopt gems	na	na	na
OpenStudio PAT v3.11.0	11/7/25	11/14/25	12/30/25
Measure Gems
Comstock Measures	na	na	na
openstudio-model-articulation-gem	10/31/25	11/7/25	12/26/25
openstudio-aedg-gem	10/31/25	11/7/25	12/26/25
openstudio-load-flexibility-measures-gem	10/31/25	11/7/25	12/26/25
openstudio-ee-gem	10/31/25	11/7/25	12/26/25
openstudio-common-measures-gem	10/31/25	11/7/25	12/26/25
openstudio-calibration-gem	10/31/25	11/7/25	12/26/25
Other Measure Repositories	10/31/25	11/7/25	12/26/25
BESTEST-GSR	10/31/25	11/7/25	12/26/25

OS SDK v3.10.0 Checklist

• Any work related to Spawn needed in 3.11, Kyle
• Release extension gem (0.9.4)?, Katherine
• Release measure tester gem (0.5.1)?, Katherine
• bcl gem (0.9.2)? Katherine
• Release analysis gem (1.5.3)?, Brian
• (No Update Needed) [ ] Release aws gem (0.X.X), Brian
• Release required URBANopt gems used for OSAF (0.X.X), Katherine
• Update to latest TBD gem (?.?.?), Alex (https://rubygems.org/gems/tbd)
• Double check gem files for correct versions of standards and workflow gems, Alex
• Build openstudio-gems tar.gz for develop and upload to s3., Alex
• Update to EnergyPlus 25.2, Joe
• Update resources and library files (if needed), Julien
• Run Regression Tests, Julien
• 3.11.0 critical tagged issues fixed
  • TODO
  • add critical and blocker items from Project board
• Look at open OpenStudio PRs
• Create Ubuntu 2004, Ubuntu 2204, Darwin, and Windows untested build zips and upload to S3 (in future support Centos9)
• Run BEST tests with new installer, David
• Sanity test install packages on clean VMs with default OS installations, Alex
• Run Standards Tests with new installer, Matt
• Run hpxml tests with new installer, Scott
• Run resstock tests with new installer, Joe
• Close items needed for 3.11.0 on measure gems project, David (https://github.com/orgs/NREL/projects/25/views/1?layout=board)
• Run Measure tests with new installer, David, Matt
  • https://github.com/NREL/ComStock/tree/main/resources/measures (not gem), Matt
  • openstudio-model-articulation-gem
  • openstudio-aedg-gem
  • openstudio-load-flexibility-measures
  • openstudio-common-measures-gem
  • openstudio-calibration-gem
  • openstudio-ee-gem
• Test osw2osa with new measures
• Release OpenStudio Measures, Katherine, Matt (Comstock only)
• Run UrbanOpt example project with new installer, Alex
• Create Carrier 64/32 bit Nuget package and upload to nuget.org, Julien (Now with cmake build)
• Test server changes with build zips, Alex
• Create Release Notes. API changes (if needed), David
  • Gather key new features from team for release notes,
  • populate change log sections (use script to support this)
  • Update name from OpenStudio_Release_Notes_3_11_0_TBD to YYYYMMDD, Alex
  • Make PDF copy of md once finalized
  • Update content from Release Notes to GitHub Release page, Alex
• Update SDK docs (if needed), Alex
• Update OpenStudio-SDK-Version-Compatibility-Matrix on wiki, Julien
• Release server (merge to master) Alex
• Build Server packages, post on S3, Alex - Windows, Alex - Mac
• Update the server SHA in PAT, Alex
• PAT installer, Alex