managing a leed/green project. 1.who are we? 2.introduction to green building 3.introduction to leed...

Managing a LEED/Green Project

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

LEED Certification Process

Registration

Developing Documentation

Certification Submission

Review Process

Certification Awarded

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

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

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

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.

LEED OnlineGoogle: GBCI LEED

LEED OnlineSample Forms (LEED Version 3 shown here)

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


•For Project Administrator: Using Scorecard assign credits to responsible team members.

•For Project Team Member: You will be assigned a design team role


Assign Credit Responsibilities


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


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.

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

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

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


LEED Scorecard Summary


LEED Documentation: Project Info Forms


LEED Documentation: Credit Templates


•For Project Administrator: Using Scorecard assign credits to responsible team members.

•For Project Team Member: You will be assigned a design team role


Assign Credit Responsibilities

LEED Version 2.2

View



Declarant-professional responsible for submitting and signing off on the LEED credit template

LEED Version 2.2

View


• 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


LEED Version 2.2

View


• Green check mark – Documentation uploaded, marked as complete, credit is ready for submission

• Gray star – Credit is assigned to you


LEED Version 2.2

View

LEED Process: OLD Review ProcessLEED 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.

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

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.

• 2nd cycle or finish

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 documentation2) any clarifications3) additional documentation supporting appeal

• Within 20 days, GBCI representatives not previously involved will review and issue a decision on the appeal

LEED Process: Certification Awarded

Completion of Process:

Project becomes an official LEED certified project. Building receives a plaque identifying compliance level.

Tips for Managing the LEED ProcessRecommendations 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)

Tips for Managing the LEED ProcessLater…

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

LEED Documentation

Resource:

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

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

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

1. Who are we?



Innovation credits


Session 1: Agenda

Cost Benefit AnalysisCost 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

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

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.

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.

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.

Cost BundlingKey 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)

1. Who are we?



Innovation credits


Session 1: Agenda

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

What 3 things make the difference between Brown design and Green design?

Brown design vs. Green design

© 2000 Green Shift Framework

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

TOOLSEarly analysis, life cycle context, material specifications, etc.

© 2000 GreenShift Framework

Integrated Design Process (IDP)

Integrated Design Process

Prelim SD DD CD B&N Constr & Maint

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All Hands Meeting

Linear Design Process

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Prelim SD DD CD B&N Constr

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B&N B&N

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Integrated Design Process (IDP)

Based on concepts/graphics by Bill Reed

Integrated Design Process

Linear Design Process

Prelim SD DD CD B&N Constr.

VE

VEPrelim SD DD CD B&N Constr.B&N B&N

VE VE

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.

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.

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

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.

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

1. Who are we?



Innovation credits


Session 1: Agenda

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

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

Whole Building Design Pre-DesignPre-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

Whole Building Design Pre-DesignPre-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

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.

Whole Building Design Pre-DesignLEED 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

1. Who are we?



Innovation credits


Session 1: Agenda

Questions?

www.sustainable-performance.org

http://www.sustainable/performance.org

managing a leed/green project. 1.who are we? 2.introduction to green building 3.introduction to leed...

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