1. Managing a LEED/Green Project

2. 1.Who are we? 2.Introduction to Green Building 3.Introduction to LEED  LEED Policy & Process Overview  LEED Green Associate & Credentialing Tiers  LEED Rating Systems  Innovation credits 4.Managing a LEED/Green Project  LEED Certification  Cost Analysis Tools  Integrated Project Delivery  Whole Building Design  Phases of a LEED Project Session 1: Agenda

3. LEED Certification Process Registration Developing Documentation Certification Submission Review Process Certification Awarded

4. LEED Certification Process: Registration You must create a user name and password to log in into LEED Online GBCI accounts are free Registration suggested during design phase Gain access to resources - LEED Online -CIR databases (only pre-LEED 2009 CIRs) Online project listing – can be confidential Insurance against future rule changes USGBC member discount ($900 members/$1200 non-members) Step 1: Project Registration

5. What is needed to set up a GBCI personal account? Name Title Address Phone number Organization Industry sector Email address Password Any LEED project access IDs Inputs for Registration

6. What is needed to register a project? Login and password Project title and address Anticipated construction start/end dates Chosen rating system and anticipated certification level Project owner information Square footage Payment NOTE: The person who registers the project is the default project administrator. This may be changed at any time after registration. Inputs for Registration

7. Tips from the Pros LEED Online provides an opportunity for project teams members to manage their project and the credits required and pursued. LEED credit templates provide project teams the means of compiling information and managing communication between team members and GBCI.

8. LEED Online Google: GBCI LEED

9. LEED Online Sample Forms (LEED Version 3 shown here)

10. LEED Certification Process: Documentation For Project Administrator: Submit email addresses for each team member which invites them to join For Project Team Member: You will receive an email inviting you to join the LEED project Using LEED Online: Invite Team Members and Assign Roles Step 2: Documentation

11. LEED Certification Process: Documentation For Project Administrator: Using Scorecard assign credits to responsible team members. For Project Team Member: You will be assigned a design team role Step 2: Documentation Assign Credit Responsibilities

12. LEED Certification Process: Documentation Credit Interpretation Requests (CIRS): - Searchable database available to registered project team members to provide technical and administrative guidance (pre-2009 only) -Cost - $220 each -Organized by LEED credit -No limit to amount of CIRs per project -CIRs are submitted through LEED-Online only -Submit only inquiry and relevant background information

13. LEED Certification Process: Documentation Change to CIRS in LEED 2009: CIR rulings generated in response to a CIR submitted on or before June 26, 2009, and pertaining to a pre-LEED 2009 Rating System, are precedent setting and will be referenced in the CIR database. All CIR rulings that are generated in response to a CIR submitted after June 26, 2009, for all rating systems including pre-LEED 2009 and current versions, will be project specific, not precedent setting.

14. LEED Certification Process: Submittal Two options:  Two-phase submission: 1) after design completed and 2) after construction completed.  One submission: after construction completed. Step 3: Certification Submission to GBCI

15. LEED Process: Review Process After design submission review, credits are designated either:  Anticipated  Denied The reviewer can request any number of clarifications after both the design and construction reviews

16. LEED Process: Review Process After construction submission review, credits are designated as either:  Awarded  Denied

17. LEED Certification Process: Documentation LEED Scorecard Summary

18. LEED Certification Process: Documentation LEED Documentation: Project Info Forms

19. LEED Certification Process: Documentation LEED Documentation: Credit Templates

20. LEED Certification Process: Documentation LEED Documentation: Credit Templates

21. LEED Certification Process: Documentation For Project Administrator: Using Scorecard assign credits to responsible team members. For Project Team Member: You will be assigned a design team role Step 2: Documentation Assign Credit Responsibilities LEED Version 2.2 View

22. Step 2: Documentation LEED Certification Process: Documentation Declarant-professional responsible for submitting and signing off on the LEED credit template LEED Version 2.2 View

23. LEED Certification Process: Documentation Exclamation point – Credit being pursued and has been assigned; no documentation is uploaded White check mark – Template is populated, some or all documentation uploaded, but not marked as complete Step 2: Documentation LEED Version 2.2 View

24. LEED Certification Process: Documentation Green check mark – Documentation uploaded, marked as complete, credit is ready for submission Gray star – Credit is assigned to you Step 2: Documentation LEED Version 2.2 View

25. LEED Process: OLD Review Process LEED projects are reviewed by one of 10 certification bodies that are accredited to ISO standard 17021: ABS Quality Evaluations, Inc. BSI Management Systems America, Inc. Bureau Veritas North America, Inc. DNV Certification Intertek KEMA-Registered Quality, Inc. Lloyd’s Register Quality Assurance Inc. NSF-International Strategic Registrations SRI Quality System Registrar, Inc. Underwriters Laboratories-DQS Inc.

26. LEED Process: Review Process Within 25 business days preliminary LEED review document issued Up to six prerequisites and/or credits can be selected for audit and an unlimited number can be selected for clarification Within 25 business days project team must provide corrections and/or additional supporting documents

27. LEED Process: Review Process Within 15 business days GBCI issues final LEED review and notifies the project of certification status. If 2 or more audited credits are denied, GBCI may require a second audit or second preliminary LEED review prior to a final LEED review. 2 nd cycle or finish

28. LEED Process: Appeals Process Within 25 business days project teams may either accept the review or file a first level appeal Appeals are $500 per credit The project team must submit: 1) all previously submitted documentation 2) any clarifications 3) additional documentation supporting appeal Within 20 days, GBCI representatives not previously involved will review and issue a decision on the appeal

29. LEED Process: Certification Awarded Completion of Process: Project becomes an official LEED certified project. Building receives a plaque identifying compliance level.

30. Tips for Managing the LEED Process Recommendations for EARLY in the project  Register the project  Ensure main players have LEED reference guides  Send project invites through LEED online  Hold a kick-off meeting  Manage expectations (timing, point totals, professional liability)

31. Tips for Managing the LEED Process Later…  Use a LEED Scorecard  Be vigilant about prerequisites  Define the project boundary  Define occupants, parking, floor area for project calculations. Be consistent  Collect back-up documentation as you go

32. LEED Documentation Resource: http://green.harvard.edu/theresource/new- construction/

34. http://green.harvard.edu/theresource/leed-submit/

35. http:// green.harvard.edu/theresource/new-construction /

36. http://green.harvard.edu/theresource/leed-submit/nc/

40. 1.Who are we? 2.Introduction to Green Building 3.Introduction to LEED  LEED Policy & Process Overview  LEED Green Associate & Credentialing Tiers  LEED Rating Systems  Innovation credits 4.Managing a LEED/Green Project  LEED Certification  Cost Analysis Tools  Integrated Project Delivery  Whole Building Design  Phases of a LEED Project Session 1: Agenda

41. Cost Benefit Analysis Cost benefit analysis looks at the sustainable technologies proposed and factors in the potential cost savings achieved during the operation of the building. Soft costs - design fees, taxes, permit fees, etc. Hard costs - labor and materials

42. Cost Benefit Analysis – Simple Payback Simple Payback: Total initial cost of the improvement is divided by the first-year cost savings. Provides estimated number of years needed for improvement to pay for itself and simple return on investment. For example; Solar PV system costs = $10,000 Average yearly savings from system - $2,500 Payback = 4 years

43. Cost Benefit Analysis – Standardized Payback Standardized payback: Measuring and verifying the impact resulting from energy conservation measures (ECM). Partially measured retrofit isolation: Savings are determined by partial field measurements of the energy use of the system to which an ECM was applied. Retrofit isolation: Savings are determined by field measurement of the energy use of the systems to which the ECM was applied, separate from the energy use of the rest of the facility.

44. Cost Benefit Analysis – Standardized Payback Whole facility: Savings are determined by measuring energy use at the whole facility level. Energy use is measured by the gas and electric utility meters. Calibrated simulation: Savings are determined through simulation of the energy use of components or of the whole facility; usually used when no base energy use data is available.

45. Cost Benefits Analysis – Lifecycle Cost Analysis Evaluates the total cost of the capital investment over the life of the item. Initial capital cost Operating costs Maintenance costs Financing costs Expected useful life Future equipment salvage values ** Important to establish scope and timeframe Weighing societal impacts: Be sure to evaluate the additional factors impacted that may not have direct cost, e.g., carbon reduction, improved air quality.

46. Cost Bundling Key Components: Looking beyond the single line-item cost impact and instead looking at various cost bundles of strategies Evaluating a system’s upfront vs. lifecycle cost comparisons Might be more upfront work, but can enhance decision making time and reduce delays due to late design changes Collaboratively developed with Bill Reed (coined phrase)

47. 1.Who are we? 2.Introduction to Green Building 3.Introduction to LEED  LEED Policy & Process Overview  LEED Green Associate & Credentialing Tiers  LEED Rating Systems  Innovation credits 4.Managing a LEED/Green Project  LEED Certification  Cost Analysis Tools  Integrated Project Delivery  Whole Building Design  Phases of a LEED Project Session 1: Agenda

48. Goals of A Green Building Project Minimizing lifecycle costs Reducing natural resources use Reducing waste Increasing equipment and system efficiency Emphasizing source and waste reduction Creating healthy environments

49. What 3 things make the difference between Brown design and Green design? Brown design vs. Green design © 2000 Green Shift Framework

50. Brown design vs. Green design MINDSET How we think, the assumptions we make, our perceptions of role and expectations of interaction PROCESS Collaborative decision making, blurring of roles and clarity of scope TOOLS Early analysis, life cycle context, material specifications, etc. © 2000 GreenShift Framework

51. Integrated Design Process (IDP) Integrated Design Process PrelimSDDDCDB&NConstr & Maint VE All Hands Meeting Linear Design Process VE PrelimSDDDCDB&N Constr VE B&N VE

52. Integrated Design Process (IDP) Based on concepts/graphics by Bill Reed Integrated Design Process Linear Design Process PrelimSDDDCDB&NConstr. VE PrelimSDDDCDB&NConstr. B&N VE

53. Design Process Design-bid-build: Traditional design method begins typically with an architect or engineer contracted to the owner to prepare drawings and specs. These are then put out to bid publicly. The contractor is not involved in design; architect and engineer have limited involvement through construction. Design-build: Owner contracts with a firm that handles the design and construction. Can be design led or construction led. Both entities involved through construction. Increasing in popularity over design-bid-build method.

54. Building Design Integrated Project Delivery- Integrated project delivery (IPD): Incorporates elements of both design processes and is most optimized for green building projects as it encourages early multi-disciplinary coordination. Architect and contractor are not contractually bound to one another. Each manages their piece of project (including consultant/subcontractor selection & coordination). Clear definition of roles, responsibilities & scope Defining and measuring project outcomes. Primary participants play key role start to finish. Key supporting participants perform a specific role.

55. What Is IPD? Many definitions used to describe this more holistic approach to building design. Common elements of the various definitions:  Goal-driven  Facilitated  Structured  Clear decision-making  Inclusive  Collaborative  Holistic or system thinking  Whole-building budget setting  Iterative  Non-traditional expertise

56. Process of Integrated Project Delivery An integrated project team includes members from various disciplines and sectors. Everyone is brought to the table at the beginning of the project and is involved in drafting goals to promote collaborative problem solving and holistic thinking.

57. Process of Integrated Project Delivery Phases: Conceptualization (expanded programming) Criteria design (expanded schematic design) Detailed design (expanded design development) Implementation documents (construction documents) Agency review Buyout Construction (construction/construction contract admin) Close out

58. 1.Who are we? 2.Introduction to Green Building 3.Introduction to LEED  LEED Policy & Process Overview  LEED Green Associate & Credentialing Tiers  LEED Rating Systems  Innovation credits 4.Managing a LEED/Green Project  LEED Certification  Cost Analysis Tools  Integrated Project Delivery  Whole Building Design  Phases of a LEED Project Session 1: Agenda

59. Whole Building Design This approach, reflected in the structure of IPD, considers all building components and systems during the design phase and integrates them to work together to reduce resource consumption and environmental impact. Not limited to projects using IPD Example: using daylighting techniques reduces the amount of artificial light, which reduces heat given off by lighting systems, thereby reducing air conditioning needs and size of system; requires responsible team members working in conjunction

60. Whole Building Design The Sustainable Building Technical Manual, developed in cooperation with USGBC, DOE, EPA outlines the phases of the design process. Pre-design Design Construction Operations and Maintenance

61. Whole Building Design Pre-Design Pre-design: Setting project goals Set project budget and schedule Define property boundary and LEED project boundary  Property boundary - all land owned by owner  Project boundary - all land associated with the LEED contract, and land impacted by the development

62. Whole Building Design Pre-Design Pre-design involves: Reviewing selected rating system and codes Selecting project team and assigning responsibilities Planning for building commissioning Considering durability planning and management Evaluating opportunities for innovation and design

63. Whole Building Design Pre-Design Design: Development of building systems in their scope. Construction: Ensuring project is built as designed, addressing energy and environmental guidelines, purchasing compliant materials, honoring spec requirements, maintaining IAQ, waste and recycling. Operations and Maintenance: Effective operations and maintenance providing opportunities for efficiency.

64. Whole Building Design Pre-Design LEED projects are likely to be successful and stay in budget when the project team: Adheres to the plan throughout the project Aligns goals with the budget Establishes project goals and expectations

65. 1.Who are we? 2.Introduction to Green Building 3.Introduction to LEED  LEED Policy & Process Overview  LEED Green Associate & Credentialing Tiers  LEED Rating Systems  Innovation credits 4.Managing a LEED/Green Project  LEED Certification  Cost Analysis Tools  Integrated Project Delivery  Whole Building Design  Phases of a LEED Project Session 1: Agenda

66. Questions? www.sustainable-performance.org