Intro to

LEED for Homes v4.0

Jay HallJay Hall & Associates, Inc.

March 18, 2015

Education Provider

Formerly

Founded 2000LEED for Homes Provider501(c)3 non-profit; mission:

We exist to empower people to make healthier and more sustainable choices in the renovation

and construction of the places we live.

GreenHomeInstitute.org

Moderator

Brett Little, LFA,APH,GHP

Executive DirectorGreenHome InstituteGrand Rapids, MIinfo@greenhomeinstitute.org 888 LEED APH ext 1

Understanding LEED V4 Homes Series

On Demand Webinar Series

Coupon Code Available

9 GBCI (LEED H) – AIA (HSW) – NARI Green

Greenhomeinstitute.org – Education

IntroductionJay Hall

Born in Windsor, Ontario, Canada

Married with two boys

Live in Annapolis, MD

PhD, Duke University, Mech. Eng.

Consultant to EPA’s ENERGY STAR programs (1990-2004).

USGBC consultant since 2004

LEED AP Homes, LEED for Homes Green Rater, LEED Faculty (former)

HERS Energy Rater, NGBS Green Verifier

Learning Objectives

At the end of this webinar, you will be able to describe these aspects of LEED for Homes v 4.0:

1. The timeline for the roll-out.

2. The certification process and tools.

3. The major changes in the prereqs and credits.

4. Generally, how projects will score.

5. Where to learn more.

Agenda

1. Overview- Summary of Changes

2. Process Changes

3. Rating System Changes

4. Example Applications

5. Summary / Wrap Up

1. Overview

Raise the Bar

• Rapidly changing codes

Align Requirements

• Between single family and multifamily

• Homes and NC

New Market Sectors

• Mid-rise residential projects. (Required for 4-8 Story Projects)

New Impact Categories (used for credit weightings)

• Climate change, human health, water resources, biodiversity, green economy, community and natural resources.

Why Change?

Improved Tools and Resources

• Step-by-step reference guide materials with videos and tutorials,

• Improved technology platform.

Eliminate paperwork heavy credits

• Removed Durability Evaluation and New Durability Checklist

• Removed Accountability Forms

• Removed MR 1.1 Prereq: Framing Order Waste Factor

Focus on Performance Based Credits w/ Consumption Metrics

• Water Budget, Metering

• Energy Budget, Metering, Utility Tracking

Why Change? (cont’d)

What’s New and Different?

# Measures v2008 Total 109 100%

Same 17 16%Moved 22Changed 38 84%Removed 21

Version 4 Total 66 100%New 16 24%

2. Process Changes

Process(Verifier’s POV)

Register

Project

Start-Up

Tasks

Verify

Projects

(Final)

USGBC

Certifies

Project

Verify

Project (Pre-

Drywall)

Key Tasks

Durability Plan

Preliminary Rating

Trade Training

Scopes of Work

Owner’s Manual

Assign

Accountability Forms

Key Tasks

Air Sealing Verification

Insulation Verification

Review Manual J&D

Visual Verification

Duct Leakage Test

Prepare Rough

Documentation

Key Tasks

Blower Door Test

Air Balancing

Other Testing

Visual Verification

Compile Signed

Accountability Forms

Prepare Submittal

Documentation

Key Tasks

Select Green Rater

(and QA Provider)

Identify Certification

Program(s) of

Interest

Assess Costs &

Incentives

Pay USGBC

Registration Fees

Execute Contracts

Key Tasks

Submit Package to

USGBC for Review

and Approval

Resolve Questions

Receive Approval

Distribute Certificates

ProcessV4 Roll-Out Schedule

1. Immediately Can begin to use V4

2. Jan 2014 v4 Resources Available

3. October 1, 2014 EA 1 (Max. HERS 70) Required

4. October 1, 2016 V4 Required (2008 phased out)

2013 2014 2015

2. 3. 4.

2016

LEED for Homes Registrationhttps://www.usgbc.org/leedonline.new/projects/register

ProcessTools

Checklistwww.usgbc.org/resources/homes-v2008-checklist-xls

Rating Systemhttp://www.usgbc.org/resources/leed-homes-v2008-current-version

http://www.usgbc.org/sites/default/files/LEED%20v4%20for%20Homes%20and%20Midrise_Ballot%20Version.pdf

CIRshttp://www.usgbc.org/leed-interpretations

Reference Guidehttp://www.usgbc.org/resources/leed-homes-reference-guide

v 4 Checklisthttp://www.usgbc.org/resources/leed-v4-homes-design-and-

construction-checklist

Guide to Certification (8 Pages)

http://www.usgbc.org/dopdf.php?q=cert-guide/homes

Reference Guidehttp://www.usgbc.org/resources/leed-reference-guide-homes-

design-and-construction

Hard Copy $ 249 (includes 90 days access to web-based version)

Web Based $ 99(1 Year Subscription)

3. Rating System

Rating SystemBasic Structure

General Changes 1. 110 Points Total (from 136)

2. Credit names are familiar

3. Order (numbering) is very differenta. Prereqs are pulled out front (p1, p2,

etc.)b. Credits follow (c1, c2, etc.)

4. Single Family, Low-Rise and Mid-Rise are Combined.

5. Bottom Line: Projects will lose one certification level.

Rating SystemBasic Structure

Certification Levels (% of Total Points)

2008 V 4.0S / M / L S / M / L

Certified 26%/33%/40% 27%/36%/45%

Silver 36%/43%/51% 36%/45%/54%

Gold 48%/55%/62% 45%/54%/63%

Platinum 59%/66%/73% 63%/72%/82%

S = 950 Sq. Ft., 2 BedroomM = 1,900 Sq. Ft., 3 BedroomL = 3,820 Sq. Ft., 4 Bedroom

Only 26%!

Rating SystemBasic Structure

Credit Categories

2008 v 4.0Pts/Prereq/Min Pts/Prereq/Min

ID 11 / 3 / MovedLL 10 / / LT 15 / / 8 (LT+EA)SS 22 / 2 / 5 SS 7 / 2 / WE 15 / / 3 WE 12 / 1 / 3EA 38 / 2 / EA 38 / 4 / MR 16 / 3 / 2 MR 10 / 2 / EQ 21 / 7 / 6 EQ 16 / 7 / 3AE 3 / 1 / Gone

Innov. 6 / 1 / RP 4 / /

Total: 136 / 18 / 16 110 / 17 / 14

Must Do’s:

18 Prereqsand

16 Pts. Minimum

SummaryCredit

Category2008 Removed Version 4.0

Total # Measures

Same MovedChanged / Combined

NewTotal #

Measures

ID (IN) 12 1 2 5 3 2 7

LL (LT) 10 2 2 6 3 7

SS 15 2 3 5 5 5

WE 8 2 4 2 2 4

EA 25 1 5 10 5 9

MR 9 5 1 3 6

EQ 26 6 4 6 9 4 14

AE 4 2 2 2

Total 109 21 17 22 38 16 66

Innovation and Design (ID)12 v2008 12 v4 Measures

ID IP/IN/RP2008 Version 4

# Name # Comment

1.1 Preliminary Rating IN p1 MOVED

1.2 Integrated Project Team

IP c1 (1)SAME / COMBINED

1.4 Design Charrette

NEW Trades Training

1.3 LEED AP Homes IN c2 MOVED

1.5 Building Orientation for Solar EA c5 MOVED / CHANGED

2.1 Durability Planning REMOVED

2.2 Durability Management MR p2MR c1

MOVED / CHANGEDESH v32.3 Third Party Durability Verif’n

3 Innovation #1 - 4 IN c1 MOVED (5 pts.)

RP 1-4NEW Regional Priority (4 pts.)

Location and Linkages (LL)10 v2008 6 v4 Measures ( 1 New Prereq

LL LT2008 Version 4

# Name # Comment

1 LEED ND LT c1 (1) CHANGE: 15 Points

2 Site Selection

LT C2

COMBINEDPATH 2: (8 pts)

NEW: Flood Plain Prereq.

3.1 Edge Development REMOVED

3.2 InfillNEW: Bicycle Storage,Street Network

3.3 Previously Developed PATH 1: (4 pts.)

4 Existing Infrastructure REMOVED

5.1 Basic Community Resources

LT c4 CHANGED / COMBINED5.2 Extensive Community Resources

5.3 Outstanding Community Resources

6 Access To Open Space

LT c5 NEW: Access to Public Transit

SS 6 Compact Development LT c3 MOVED / SAME (3 pts.)

Sustainable Sites (SS)15 v2008 5 v4 Measures

SS2008 Version 4

# Name # Comment

1.1 Erosion Controls – Construction SS p1SAME (except > 1 acre)

1.2 Minimized Disturbed Area REMOVED

2.1 No Invasive Plants SS p2 SAME

2.2 Landscaping REMOVED

2.3 Limit TurfWE c3

MOVED / COMBINED(Reduced from 5 to 4 pts.)

2.4 Drought Tolerant Plants

2.5 Outdoor Water Demand Calc. WE c1 MOVED / CHANGED

3 Local Heat Island Effects SS c1CHANGED: Includes Roof

SS (cont’d)2008 Version 4

# Name # Comment

4.1 Permeable Lot

SS c2COMBINED / CHANGED: Includes Area under Roof(Reduced 7 to 3 pts max.)

4.2 Permanent Erosion Controls

4.3 Roof-Run-Off (Quality Control)

5 Non-Toxic Pest Control SS c3 SAME

6 .1 Moderate Density

LL c3Moved(Reduced from 4 to 3 pts.)

6.2 High Density

6.3 Very High Density

Water Efficiency (WE)8 v2008 4 v4 Measures (1 New Prereq)

WE2008 Version 4

# Name # Comment

1.1 Rainwater Harvesting

MOVED: to c1 (below)1.2 Graywater Reuse System

1.3 Municipal Recycled Water

2.1 High Efficiency Irrigation SystemREMOVED

2.2 Third Party Inspection

2.3 Reduce Overall Irrig’n Demand MOVED: to c1 (below)

3.1 High Efficiency Fixturesc2

CHANGEDWaterSense3.2 Very High Efficiency Fixtures

p1 NEW: Water Metering

c1NEW: Total Water Use (Reduced from 16 to 12 pts.)

SS 2 Landscaping (Turf / Plants) c3

CHANGED: Outdoor Water Use (≤ 60% Turf & ≥ 25% Native Plants)(Reduced from 9 to 4 pts. Including Irrigation)

Energy and Atmosphere (EA)25 v2008 19 v4 Measures (1 New Prereq)

EAPrereqs

2008 Version 4

# Name # Comment

1.1 Meet ENERGY STAR Homes v2 EA p1 CHANGED: ESH v3

1.2 Exceed ENERGY STAR Homes v2 EA c1 CHANGED: ESH v3

EA p2Energy Metering (MF: every unit)

EA p3MOVED: from AE 1.1Education of Homeowner

V 2.0 V 3.0

EAPerformance Path

Option 1: LEED Energy Budget (MBtu/yr)Modeled annual energy usage < LEED Energy Budget

where: LEED Energy Budget is based on the ENERGY STAR for Homes version 3 (with several modifications).

1 Point per 1-3% < ESH v3

Option 2: HERS Index w/ Home Size Adj.Modeled annual energy usage ≤ HERS 70

1 Point per 1-3 HERS Index Points < 70Plus Home Size Adjuster (counted as EA points):

+1 point per 4% decrease in CFA < ESH v3 benchmark home

-1 point per 4% increase in CFA > ESH v3 benchmark home `

EA (cont’d)for Both Performance and Prescriptive Paths

2008 Version 4

# Name # Comment

EA 7.1 Hot Water Distribution

EA c2

CHANGED: New PERF. Test Option

COMBINED: (5 pts.)

EA 7.2 Pipe Insulation

EA c3Active Solar Ready Design(not available if PV installed)

EA 11.2 Refrigerant Charge Testing EA c4CHANGED: HVAC Start-up Credentialing (ESH v3 HVAC Chklst) (+1 Pt.)

EA c5Advanced Utility Tracking(Option 2: BPP)

EA (cont’d)Prescriptive Path

2008 Version 4

# Name # Comment

ID 1.5 Building Orientation for Passive Solar

EA c5NEW (3 pts.)

2. Insulation EA c7CHANGED10/20% > IECC 2012; Grade I

3 Air Infiltration EA c6SAME (ACH50 or CFM50/SF)

4 Windows EA c8 CHANGED

5 Duct Leakage EA c10SAMESmall AND Large Home Criteria

6 HVAC Equipment EA c9SAMEPts for EE Heating OR EE Cooling

EA (cont’d)Prescriptive Path

2008 Version 4

# Name # Comment

7.3 Water Heating Equipment EA c11 SAME

8 Lighting EA c12CHANGED Calcs Required (W/SF, or % Red’n)All Exterior – Dark Sky Qualified

9 Appliances EA c13SAMEClothes Washer moved to WE c2

10 Renewables EA c14CHANGED1 pt per 50 KWh (Reduced from 10 to 4 pts. max.)

11.1 Refrigerant Charge Test EA p1 COMBINED: ESH v3

11.2 Refrigerant – R 410a (Puron) REMOVED

Materials and Resources (MR)9 v2008 6 v4 Measures (1 New Prereq)

MR2008 Version 4

# Name # Comment

1.1 Framing Order Waste Limit REMOVED

1.2 Detailed Framing Docs REMOVED

1.3 Detail Cut List & Lumber Order REMOVED

1.4 Framing Efficiencies MR c2 CHANGED (Reduced: 4 to 2 pts.)

1.5 Off-Site Fabrication REMOVED

2.1 FSC Tropical Wood MRp1 SAME

2.2 Envir. Preferable Products MRc3CHANGEDFewer Options (4 pts.)

Low Emitting Products MOVED EQ c7 (3 pts.)

3.1 Construction Waste Management REMOVED

3.2 Construction Waste Reduction MR c4 CHANGED Tied to Home Size

ID 2.2 Durability Management MR p2CHANGEDESH v3 Water Mgmt.

ID 2.3 3rd Party Durability Verification MR C1MOVEDDurability Verification (+1 pt.)

Indoor Environmental Quality (EQ)26 v2008 14 v4 Measures (2 New Prereq)

EQ2008 Version 4

# Name # Comment

1 ENERGY STAR with IAP REMOVED

2.1 Basic Combustion Venting EQ p2CHANGED: Fireplace - Closed Combustion OR Combustion Safety Test

2.2 Enhanced Combustion Venting EQ c5Same (EPA Qualified 1 Pt.; None 2 Pts.)

3 Moisture Control REMOVED

4.1 Basic Outdoor Air Ventilation EQ p1CHANGED ASHRAE 62.2-2010

4.2 Enhanced Outdoor Air Vent’n EQ c1CHANGEDBalanced OR HRV/ERV

4.3 Third Party Performance Testing EA p1MOVED / COMBINED ESH v3

EQ (cont’d)

2008 Version 4

# Name # Comment

5.1 Basic Local Exhaust EQ p1 MOVED / COMBINED: 4.1

5.2 Enhanced Local Exhaust EQ c1 MOVED / COMBINED: 4.2

5.3 Third Party Performance Testing EA p1MOVED / COMBINEDESH v3

6.1 Room by Room Load Calcs EA p1MOVED / COMBINEDESH v3

6.2 Return Air /Controls EA p1MOVED / COMBINEDESH v3

6.3 Air Balancing EQ c3SAME / ESH v3(+3 Pts.)

EQ (cont’d)

2008 Version 4

# Name # Comment

7.1 Good Filters EQ p5 SAME (MERV 8)

7.2 Better Filters REMOVED

7.3 Best Filters REMOVED

8.1 Contaminant Control – Ducts

EQ c2COMBINED: (0.5 Pt. Each)

8.2 Indoor Contaminant Control

8.3 Pre-Occcupancy Flush

EQ (cont’d)2008 Version 4

# Name # Comment

9.1 Radon Resistant (Zone 1) EQ p4 SAME

9.2 Radon Resistant (Zone 2-3) REMOVED

10.1 No HVAC in GarageEQ p3 COMBINED

10.2 Minimize Pollutants – Garage

10.3 Exhaust Fan GarageEQ c6 COMBINED (1 or 2 pts.)

10.4 Detached / No Garage

11 ETS Control EQ p6 NEW / (Low- and Mid-Rise only)

12 CompartmentalizationEQ p7EQ c4

NEW/ CHANGED: 0.23 cfm50 / SF(MF and Attached) 0.15 cfm50 / SF

MR 2.2 Low Emission Products EQ c7 MOVED

Awareness and Education (AE)4 v2008 0 v4 Measures

AE Removed Plus, IN / RP

2008 Version 4

# Name # Comment

1.1Homeowner EducationO&M Manual and Training

EA p3 MOVED

1.2 Enhanced Training REMOVED

1.3 Public Awareness REMOVED

2 Education of Building Mgr. MOVED / COMBINED EA p3 (above)

INMOVED(5 Pts. + 1 Pt. LEED AP Homes)

RPNEW(4 Pts.)

Example Regional PointsVary Regionally

LT c5 Access to Transit ≥ 1 / 2 pts.

SS c3 Non Toxic Pest Control

WE c2 Indoor Water Use ≥ 4 / 6 pts.

EA c1 Exceed ESH v3 ≥ 15 / 29 pts.

EA c4 HVAC Start-Up Credentialing

EA c6 Building Orientation for Solar

Let’s Review: Rating SystemMajor Changes

Removed Prereqs

MR 1.1 Framing Order Waste Factor Limit

MR 3.1 Construction Waste Planning

Let’s Review: Rating SystemMajor Changes

New Prereqs

LTp1 Floodplain Avoidance

WEp1 Water Metering

EA p2 Energy Metering

MRp2 Durability Management(ESH v3 Water Management)

EQ p6 ETS (Multi-Family only)

EQ p7 Compartmentalization(0.23 cfm50 / Sq. Ft.)

Let’s Review: Rating SystemMajor Changes

Removed Credits (-21 Points)LL 3.1 Edge Development LL 4 Existing InfrastructureSS 2.2 Basic Landscape DesignWE 2 High Efficiency Irrigation SystemMR 1.2/1.3 Detail Framing Docs / Cut ListEQ 3 Moisture Load ControlEQ 7.2/.3 Better / Best Air FiltersEQ 8.1 Indoor Contaminants at ConstructionEQ 10.2 Minimize Pollutants from GarageAE 1.2/1.3 Enhanced Training / Public AwarenessAE 2 Education of the Building Manager

Rating SystemMajor Changes

ESH V3 Related Changes (-3 pts. net)EA p1 Includes:

EA 11.1 Refrig Charge Testing

EQ 4.3 OA Testing

EQ 5.3 Exhaust Testing

EQ 6.1 Manual D

And Three New Credits:

EA c4 HVAC Start-Up Credentials

MR p2/c1 Durability Mgmnt & Verification

EQ 6.3 Air Balancing (EQ c3: 3 pts)

Rating SystemMajor Changes

New Credits

LTc2 Bicycle Network/Storage (1 Pt.)

WEc1 Total Water Use (12 Pts.)

EA c3 Solar Ready Design (1 Pt.)

EA c4 HVAC Start Up Credentialing (1 Pt.)

EAc5 Advanced Utility Tracking (1 Pt.)

IN c1 Innovation (+1 pt)

RP Regional Priority (4 Pts.)

Let’s Review: Rating SystemMajor Changes

New Credits: Low-Rise Multi-Family

Up Front Trade Training (1 Pt.)

LTc5 Access to Transit (2 Pts.)

EA p2 Energy Metering (every unit)

EQ p6 ETS – Environmental Tabacco Smoke

EQc4 Enhanced Compartmentalization (1 Pt.) Also, applies to Attached Homes

4. Example Applications

Example Applications (cont’d)

High Level Comparisons

Building Type Market Location 2008 v4

Single FamilyAffordable Sub-Urban Gold Silver

Production Sub-Urban Silver Not Certified

Custom Rural Gold Certified

Low-Rise Multi-Family

Affordable Urban Gold Gold

Market Urban Gold Silver

Mid-Rise Multi-Family

Affordable Urban Gold Certified

Market Urban Gold Certified

* V4 Certification Thresholds: 40 / 50 / 60 / 80

** Red Text indicates more than one cert level drop.

1

2

Example Application #1

Small (Affordable) Urban ProjectPrereqs 17

LT 15 Pts.

SS c3 1 Pt. (Pest Control)

WE c2 3 Pts. (Low Flow)

EA p4 15 Pts. (10 pts Home Size; +5 pts = HERS 70)

EA c4 1 Pt. (HVAC Credential, ESH)

EQ c2 2 Pts. (No Fireplace)

EQ c3 2 Pts. (Air-Balancing)

EQ c6 2 Pts. (No Garage)

Total 41 Pts. (Certified)

Example Application #2

Large (Custom) Non-Urban ProjectPrereqs 17

LT 3 Pts. (Avoid Sensitive Sites)

SS c3 1 Pt. (Pest Control: 2/12)

WE c2 3 Pts. (Low Flow)

EA p4 - 5 Pts. (-10 = Home Size, +5 = HERS 70)

EA c4 1 Pt. (HVAC Credential, ESH)

EQ c2 0 Pts. (Fireplace)

EQ c3 2 Pts. (Air Balancing)

EQ c6 0 Pts. (Garage)

Total 5 Pts. (Not Certified)

Next StepsLearn More About v4.0

Overview of LEED v 4.0 http://usgbc.peachnewmedia.com/store/seminar/seminar.php?seminar=21420

LT and SShttps://www.yammer.com/leedforhomesverificationnetwork/#/uploaded_files/16559917?threadId=367698504

WE and MR https://usgbc.webex.com/usgbc/ldr.php?RCID=975ff27dae4894d92…

EAhttps://www.yammer.com/leedforhomesverificationnetwork/uploaded_files/17289792

EQ, IN, ID, and RPhttps://www.yammer.com/leedforhomesverificationnetwork/messages/380437171?m=2254427087&nid=812902

AND, look for the Nine-Part GHI Webinar on LEED v4.0

Agendafor GHI’s Nine Part LH v4 Workshop

Module 1• Overview- Summary of Changes• IP / LT• Tools

Module 2• SS

Module 3• WE

Module 4• EA – Prescriptive

Module 5• EA - Performance

Module 6• MR

Module 7• EQ

Module 8• IN / RP / AE / Process

Module 9• Activity - Low Rise• Activity - Mid-Rise• Summary / Next Steps

5. Summary / Wrap-Up

Summary / Wrap-UpCredit

Category2008 Removed Version 4.0

Total # Measures

Same MovedChanged / Combined

NewTotal #

Measures

ID (IN) 12 1 2 5 3 2 7

LL (LT) 10 2 2 6 3 7

SS 15 2 3 5 5 5

WE 8 2 4 2 2 4

EA 25 1 5 10 5 9

MR 9 5 1 3 6

EQ 26 6 4 6 9 4 14

AE 4 2 2 2

Total 109 21 17 22 38 16 66

Summary /Wrap –Up (cont’d)

Most Beneficial Changes (Points)LT 1-5 15 Points Available (+5 pts.)

RP 1-4 Regional Priority Points (+4 pts.)

EA c2 DHW Distribution (+3 pts.)

Most Challenging Changes (Extra Effort)WE Min. Point Floor = 3 points (New gpm/gpf specs)

EA p1 ENERGY STAR for Homes (documentation)

EA p2 MF: Submetering

WE c1 Calculation Required for “Total Water Use”

EA c12 Calculation Required EE Lighting

Summary / Wrap-Up (Cont’d)

Non-Urban ProjectsMin. Point Floor = 8 (LT+EA)

8 EA points (LT = 0):Single family ≤ HERS 67 (Avg Size)Low-Rise ≤ HERS 70 (w/HSA)Mid-Rise ≥ 26% Std 90.1-2010

OR Use LEED Energy Budget Approach

Thank You

Our Environment…

Understanding LEED V4 Homes Series

On Demand Webinar Series

Coupon Code Available

9 GBCI (LEED H) – AIA (HSW) – NARI Green

Greenhomeinstitute.org – Education