1. Not Your Father’s Older Brother’s LEED: Energy & Commissioning Opportunities in LEED v4 Mark Gelfo, PE LEED AP BD+C, LEED AP O+M, CxA, EMP Director of Sustainability, TLC Engineering for Architecture

2. What are we going to talk about? The CxA and EMP’s Opportunities, Roles, and Impact:  Designing High Performance Buildings  Commissioning  Measurement & Verification  Energy Auditing  Existing Building Cx At the conclusion of this session you will be able to: 1. Understand the new requirements of LEED v4 in general, and specifically as they apply to commissioning, retro- commissioning, and energy auditing 2. Understand the CxA’s and EMP’s Role, Responsibilities, and Opportunities on a LEED v4 Project (NC & EB O+M) 3. Be able to implement the Cx, Retro-Cx, and Energy Auditing Credit Requirements in multiple LEED v4 rating systems 4. Learn from the lessons learned from the LEED v4 beta projects and early projects in the v4 rating system

3. How did we get here? Years in development Public comment periods Beta Projects USGBC Voting Membership Approval  Launched at Greenbuild Philly last November  LEED 2009 available for new projects thru June 2015

4. “If I had asked people what they wanted, they would have said faster horses.” -Henry Ford

5. …it’s about performance. LEED v4 is not just a faster horse…. LEED v2 LEED v3 LEED v4

6. Matrix of New Rating Systems

7. LEED BD+C vs LEED EB O+M ?? 1.Min Energy Performance 2.Optimize Energy Performance 3.Demand Response 1.Integrative Process 2.Fundamental Cx & Verification 3.Enhanced Cx: Include s Envelope Option 1.Existing Building Cx: Implementation 2.Ongoing Commissioning 1.Building Level Metering 2.Advanced Energy Metering 3.M&V is part of Cx 1.Min Energy Performance 2.Optimize Energy Performance 3.Demand Response 1.Building Level Metering 2.Advanced Energy Metering 1.Energy Efficient Best Management Practices 2.Existing Building Cx: Analysis

8. LEED BD+C plus LEED EB O+M !!  Integrative Process  Min/Optimize Energy Performance  Bldg Level & Advanced Energy Metering  Demand Response Designing High Performance Buildings  Fund Cx & Verification  Enhanced Cx + Envelope Option Constructing High Performance Buildings  Demand Response  M&V  Ongoing Cx Operating High Performance Buildings  Building Level Metering  Min Energy Performance  Energy Efficient Best Management Practices  Existing Building Cx: Analysis Auditing Low Performance Buildings  Existing Building Cx: Implement  Optimize Energy Performance  Advanced Energy Metering EB-Cx of Low Performance Buildings Existing Low Performance Buildings

9. Designing High Performance Buildings in LEED v4 BD+C Credit: Integrative Process  Synergies & Strategies for energy and water  Start in Schematic Design & continue thru Design Phase  Conduct prelim energy & water research  Simple box energy model during SDs  Water budget analysis  Goal setting workshop  Evaluate Strategies  Document how analysis informed design, OPR & BOD Engage the Owner Align Common Goals Evaluate Project Costs

10. Designing High Performance Buildings in LEED v4 LEED v4 BD+C: ASHRAE 90.1 2010 EAp2: 5% Reduction EAc1: 50% Reduction =18 pts LEED v4 BD+C: ASHRAE 90.1 2010 EAp2: 5% Reduction EAc1: 50% Reduction =18 pts

11. Designing High Performance Buildings in LEED v4 BD+C EA Prerequisite: Bldg Level Energy Metering  Building level meters for total bldg energy consumption: electric, natural gas, chilled water, steam, fuel oil, propane, etc  Compile data monthly, manual or automated  Commit to share for 5 years BD+C EA Credit: Advanced Energy Metering  Whole building energy sources, plus  Major users >10% of total load  Record to remote location  <1hr intervals, remotely accessible  Record consumption & demand

12. Designing High Performance Buildings in LEED v4 BD+C EA Credit: Demand Response Case 1 – Demand Response Program Available  Shed 10% of Peak Load  On-site elec generation does NOT count  Include Demand Response in Cx Plan and Functional Testing Case 2 – No DR Program Available  Plan for Future DR Increase Participation in DR Programs Make Energy Gen & Dist More Efficient Increase Grid Reliability Reduce Emissions Save Money Defer Need for new Plants & Infrastructure

13. Constructing High Performance Bldgs in LEED v4 Who can be the CxA?  Experience on 2 similar size/scope projects  Fundamental: Owner, independent consultant, employee of the design or construction firm not part of the project, or disinterested subcontractor  Fundamental: <20K sf can be member of design team or Contractor  Enhanced: Owner, independent consultant, or a disinterested subcontractor  Reports findings directly to Owner Who can be the CxA?  Experience on 2 similar size/scope projects  Fundamental: Owner, independent consultant, employee of the design or construction firm not part of the project, or disinterested subcontractor  Fundamental: <20K sf can be member of design team or Contractor  Enhanced: Owner, independent consultant, or a disinterested subcontractor  Reports findings directly to Owner Expanded Commissioning Scope in LEED v4 “….as they relate to energy, water, indoor environmental quality, and durability”

14. Constructing High Performance Bldgs in LEED v4 BD+C EA Prerequisite: Fundamental Cx & Verification What’s different?  List of 12 things CxA does  ASHRAE Guideline 0 & 1.1  Envelope included in OPR, BOD, & Design Reviews  CxA on board by end of DDs  Prepare & Maintain Facilities Requirements & OM Plan  Design Review  Elec & Plumbing Scope Expanded

15. Constructing High Performance Bldgs in LEED v4 BD+C EA Credit: Enhanced Cx & Verification What’s different? Option 1  Path 1: (3 points) – Enhanced Cx, similar to LEED 2009 – Added Seasonal Testing – Added Re Cx Plan  Path 2: (4 points) – Path 1 + Measurement & Verification of Energy & Water Systems Option 2  Envelope Cx (2 points)  Don’t have to do Option 1 to earn Option 2 Pre-Design Phase Design Phase Construct Phase Acceptance Phase Occupancy Phase Operations Phase  Path 2: Monitoring-based procedures to measure, evaluate & assess energy and water consuming systems. Include in Cx Plan.

16. Design + Construction Case Study Example Lessons Learned from Palandino: Manage expectations. Preparation is essential. Don’t chase points. Focus on performance. Engage the team. Take your time. Palandino Office Relocation Seattle, WA LEED ID+C v4 Beta Paladino was surprised to find its tenant improvements would qualify for only a silver rating under the new LEED version, not a platinum as it would under the old version. Paladino’s offices have operable windows and steam heat. The 11-story building was completed in 1923. “Our internal commissioning team is using the monitoring requirements of LEED v4 to create a learning lab in our office, routing waste heat from the servers into the occupied office and exploring how carbon dioxide set points relate to natural ventilation needs”. http://www.djc.com/news/en/12062744.html

17. Existing Building Energy Auditing & EBCx: EMP Process Project Assessment Energy Use Explore Site Investigation ECM / FIM & EBCx Analysis Implement- ation Final Acceptance Continuous Energy Manage- ment

18. Auditing Low Performance Buildings in LEED v4 Benchmarking with LEED v4 EBO+M: Score based on Performance EBO+M EA Prereq: Min Energy Performance  EnergyStar Score 75  25% improvement from historical benchmark EBO+M EA Credit: Optimize Energy Performance  EnergyStar Score 95 = 20 pts  45% improvement =20pts

19. Auditing Low Performance Buildings in LEED v4 EBO+M EA Prerequisite: Bldg Level Energy Metering  Building level meters for total bldg energy consumption: electric, natural gas, chilled water, steam, fuel oil, propane, etc  Compile data monthly, manual or automated  Commit to share for 5 years EBO+M EA Credit: Advanced Energy Metering  Whole building energy sources, plus  Major users >20% of total load (minus plugs)  Record to remote location  <1hr intervals, remotely accessible  Record consumption & demand

20. Auditing Low Performance Buildings in LEED v4 EBO+M EA Prerequisite: Energy Efficiency Best Management Practices (no change from LEED v3)  ASHRAE Level 1 Energy Audit  Prepare & Maintain current Facility Requirements and O&M plan: – Sequence of Operations – Occupancy schedule – Equipment run-time schedules – HVAC equipment setpoints for all – Lighting Level setpoints – Minimum Outside Air requirements – Non-standard schedules or setpoints (seasonal, weekend, holiday, etc) – Mech & Elec systems narrative – Preventive Maintenance Plan

21. Auditing Low Performance Buildings in LEED v4 EBO+M EA Credit: Existing Building Cx – Analysis (no change from LEED v3) Option 1: Existing Bldg Cx  Develop EbCx Plan, including: “description of the approach for identifying and analyzing facility improvement opportunities” “process for reviewing and prioritizing identified opportunities with the owner and developing an implementation plan” Option 2: Energy Audit  ASHRAE Level 2 Energy Survey & Analysis

22. EBCx Low Performance Buildings in LEED v4 EBO+M EA Credit: Existing Building Cx - Implementation  Must first earn Existing Building Cx - Analysis credit  Energy systems, including ltg, process loads, HVAC, domestic HW & renewable energy  Implement no/low-cost operational improvements  Develop 5yr plan for equipment replacement, mods, upgrades  Confirm training of O&M staff  Develop tracking program (M&V) for projects implemented under EBCx process. Complete EBCx - Analysis Develop Implementation Plan Implement Low/No Cost ECMs & FIMs O&M Staff Training ECM Verification & Tracking (M&V) Plan Update Facility O&M Plan

23. EBCx Low Performance Buildings in LEED v4 Show improvement from the initial Benchmarking with LEED v4 EBO+M: Score based on Performance EBO+M EA Prereq: Min Energy Performance  EnergyStar Score 75  25% improvement from historical benchmark EBO+M EA Credit: Optimize Energy Performance  EnergyStar Score 95 = 20 pts  45% improvement =20pts

24. Operating High Performance Buildings in LEED v4 EBO+M EA Credit: Demand Response Case 1: Demand Response Program Available  Shed 10% of peak (elec) demand,  Min 1 yr, with intent to continue  On-site elec generation NOT eligible  Include Demand Response in Cx Plan and Functional Testing Case 2: No DR Program Available  Plan for Future DR Case 3: Permanent Load Shift to Off- Peak  Shift 10% of peak (elec) demand  ie, Thermal Storage

25. Operating High Performance Buildings in LEED v4 EBO+M EA Prerequisite: Bldg Level Energy Metering  Building level meters for total bldg energy consumption: electric, natural gas, chilled water, steam, fuel oil, propane, etc  Compile data monthly, manual or automated  Commit to share for 5 years EBO+M EA Credit: Advanced Energy Metering  Whole building energy sources, plus  Major users >20% of total load (minus plugs)  Record to remote location  <1hr intervals, remotely accessible  Record consumption & demand Commercial Building Total Site Energy Consumption Source: Energy Information Administration, 2003 Commercial Buildings Energy Consumption Survey, Table E1A. BAS

26. Operating High Performance Buildings in LEED v4 EBO+M WE Prereq: Bldg Level Water Metering  Permanently installed  Measure total potable water use in building & grounds  Record Monthly. Manual or Automated EBO+M WE Credit: Water Metering  Permanently installed sub- meters (2 or 4 of following):  Irrigation (all)  Indoor plumbing fixtures (80% min)  Cooling Towers (all)  Domestic Hot Water (80% min)  Reclaimed Water (all)  Other Process Water (80% min)  Record min of weekly BAS

27. Operating High Performance Buildings in LEED v4 Measurement & Verification Under BD+C EA Credit: Enhanced Cx & Verification  Path 2: Monitoring-based procedures to measure, evaluate & assess energy and water consuming systems. Include in Cx Plan. Under EBO+M EA Credit: Existing Building Cx - Implementation  Develop tracking program (M&V) for projects implemented under EBCx process.

28. Operating High Performance Buildings in LEED v4 EBO+M EA Credit: Ongoing Commissioning (no change from LEED v3)  Must first earn Existing Building Cx - Analysis credit AND Existing Building Cx Implementation credit  Energy systems, including ltg, process loads, HVAC, domestic HW & renewable energy  Establish ongoing Cx process  Update Systems Manual  Update Facility O&M Plan

29. Existing Building Operations Case Study Example First LEED EBOM v4 Certified Project Energy Star Rating of 81 Earned all EBCx credits Earned EBOM 2009 Gold Simultaneously EBOM v4 Beta (Silver) 1800 K Street Washington, D.C. LEED v4 EBOM Silver 1800 K Street in Washington, D.C. (certified Silver under LEED for Existing Buildings: Operations & Maintenance, or LEED-EBOM

30. How Does This Help Me Win More Work ? Energy Services & LEED v4 ServiceLEED BD+CPoints High Performance Design & Energy Modeling EAp2/EAc2Optimize Energy Performance Prereq+upto 18 Demand ResponseEAc4 Demand Response2 CommissioningEAp1 / EAc1Prereq+6* Measurement & Verification EAp3/EAc3 Advanced Energy Metering + EAc1 Path 1 Prereq+1+1 WaterIndoor Water Use, Water Metering Prereqs+13 Renewable Energy 3 Lighting / Daylighting Design Interior Ltg, Daylighting2+3 Deep Green Consulting / LEED Administration Entire Process Total5 Prereqs + 49 possible points

31. How Does This Help Me Win More Work ? Energy Services & LEED v4 ServiceLEED EB O+MPoints Energy AuditingEAp2 / EAc4 Optimize Energy Performance + EAp1 Energy Eff Best Practices + EAc1 EBCx Analysis* Prereq+upto 20 + Prereq +2* Exist Bldg CommissioningEAc1 EBCx Analysis* + EAc2 EBCx Implementation + EAc3 Ongoing Cx 2*+2+2 Measurement & Verification EAp3/EAc5 Advanced Energy Metering + EAc6 Demand Response Prereq+2+3 Water M&V & ReductionIndoor Water Use, Water Metering 2 Prereqs+7 Energy Consulting / LEED Administration Entire Process Total5 Prereqs + 37 possible points

32. What did we talk about?  Integrative Process  Min/Optimize Energy Performance  Bldg Level & Advanced Energy Metering  Demand Response Designing High Performance Buildings  Fund Cx & Verification  Enhanced Cx + Envelope Option Constructing High Performance Buildings  Demand Response  M&V  Ongoing Cx Operating High Performance Buildings  Building Level Metering  Min Energy Performance  Energy Efficient Best Management Practices  Existing Building Cx: Analysis Auditing Low Performance Buildings  Existing Building Cx: Implement  Optimize Energy Performance  Advanced Energy Metering EB-Cx Low Performance Buildings Existing Low Performance Buildings  Designing High Performance Buildings  Commissioning  Measurement & Verification  Energy Auditing  Existing Building Cx  Designing High Performance Buildings  Commissioning  Measurement & Verification  Energy Auditing  Existing Building Cx

33. Engineering the Built Environment Questions ?

34. Mark Gelfo TLC Engineering for Architecture mark.gelfo@tlc-eng.com 904-306-9111 Questions ?