Transcript Sustainable Development

LEED & Building Commissioning
A how to for the process,
development & integration of
designers, consultants & trades
into a LEED Project
Introductions
• Bill Doty
▫ Principal – LEED AP, AIA
• Jerimiah Luckett
▫ Sustainability Specialist – LEED AP
Early Beginnings
William A. Doty,
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LEED AP
Cleveland Green Building Coalition
US Green Building Council
Earthday Coalition, Past President
Green Energy Ohio, Chairman Solar Energy Committee
Entrepreneurs for Sustainability
 Past Chairman of the Board
 Board of Trustees
• CCC Sustainable Curriculum Development Committee
• Habitat for Humanity, Advisory Board
• Green Contractors, Advisory Board
Jerimiah Luckett,
LEED AP
• Masters Degree in Environmental Studies, Real Estate
Development & Finance from Cleveland State University
• Focused predominantly on Green Building Promotion,
Development & Financing
• Currently has 15 LEED Registered projects
• Currently consulting on over 30 sustainable, green and
LEED jobs including:
• Schools, Office Buildings, College Buildings, YMCA’s, City
Buildings, Zoos and etc…
• Providing consulting services to a variety of clients
including:
• Institutions, Non-profits, Private Owners, Architects,
Construction Mangers, Contractors
Sustainable Development
• “Meeting the needs of the present without
compromising the ability of future generations to
meet their own needs”
Term coined from “Our Common Future”
World Commission on Environment and Development
The 1987 Brundtland Commission
Sustainable Design
• “The process of sustainable or healthy, high
performance or green design involves a universal
integrated approach to solving the needs of the
built environment while conserving energy and
natural resources, and promoting community,
history, and the environment for all time”
Leadership in Energy &
Environmental Design
A VOLUNTARY, CONSENSUS-BASED NATIONAL STANDARD FOR DEVELOPING
HIGH-PERFORMANCE, SUSTAINABLE BUILDINGS
LEED addresses all building types and emphasizes state-of-the-art strategies in
five categories:
Sustainable Site Development
Water Savings
Energy Efficiency
Materials & Resources Selection
&
Indoor Environmental Quality
What is LEED v3 or LEED 2009?
• LEED v3 is the next version of the LEED green building
certification system released by the USGBC.
• LEED v3 builds on the fundamentals of the current
rating system, but provides a new structure, new
technology and new focus on key priorities like energy
use and the carbon footprint.
• Entails new credit weightings, alignment &
harmonization of credit values across multiple previous
rating systems & regionalization specific credits.
NEW
OLD
VS
Key Improvements of LEED v3
• Consolidation of the many (9)
various reference guides into
three main reference guides
• A faster more intuitive LEED
Online
• Point weightings to reflect
priority credits that inherently
have a more sustainable impact
• Regionalization to allow each
different project to achieve
additional points for
incentivizing key concerns for
their projects location
Other Key Changes
• The USGBC has created a sister
organization called the Green
Building Certification Institute
(GBCI).
• The USGBC will no longer take
on the responsibility of
certifying individual projects,
this will now be the role of the
GBCI.
• Involvement of third party
verification and certification
bodies (10 organizations in
total) will assist and expedite the
review of LEED project
submissions.
• New “Minimum Project
Requirements” which include:
▫ Compliance with all
Environmental Laws
▫ Complete, Permanent Building
or Space
▫ Reasonable and Realistic Site
Boundaries
▫ Minimum Floor Area
Requirements
▫ Minimum Occupancy Rates
▫ Commitment to Sharing
Whole-Building Energy &
Water Usage Data
&
▫ Minimum Building Area to Site
Area Ratio
Regional Priority Credits in LEED v3
• Every project zip code will have a • Vicinities tend to be similar,
somewhat unique set of 4
region gaps have larger variation
Regional Priority Credits (RPC’s)
• Examples:
• RPC’s are not new credits, but
▫ 44106 (Cleveland)
rather existing credits that local
 Stormwater Quantity,
USGBC chapters and regional
Stormwater Quality, Innovative
Wastewater Tech, Onsite
councils have designated as being
Renewable Energy, CWM &
particularly important for that
Rapidly Renewable Materials
area.
▫ 44035 (Elyria)
• The incentive to achieve the
 Brownfield Redevelopment
regional priority credits is a bonus
replaces Stormwater Quantity
point toward the projects total
above, the rest remain the same
points.
▫ 02116 (Boston, MA)
• Every project zip code will have 6
 Brownfield Redevelopment,
possible RPC’s of which the team
Stormwater Quantity, Heat
can achieve 4 bonus points.
Island Effect: Roof & Non-Roof,
On-site Renewable Energy,
Building Reuse
Incorporating and utilizing expertise early in the design and
development process can lead to higher efficiencies and fewer
design errors
Commissioning, cont’d
• ASHRAE defines commissioning as:
▫ “the process of ensuring building systems are designed, installed,
functionally tested and capable of being operated and maintained to
perform in conformity with the design intent.”
• GSA utilizes a Total Building Commissioning Process and defines TBC
as:
▫ “the process for achieving, validating and documenting that the
performance of the total building and its systems meet the design intent
and requirements of the owner.”
• Commissioning should be performed by an objective, independent
third party.
• The commissioning authority must be an advocate of the building
owner.
• If the commissioning authority has additional project responsibilities,
or is not directly responsible to the owner, a conflict of interest can
develop.
http://www.closerlookinspection.com/commissioning.htm
Commissioning, cont’d
• Discovering these deficiencies and correcting them on a
proactive basis reduces the overall cost of operating and
maintaining the building.
• This costs savings is achieved through energy efficiency,
reduced liabilities, longer life cycles for systems and higher
productivity.
• Many building owners look only at initial costs but this can be
costly.
• Once the building is in operation, many of the problems which
should have been detected, diagnosed and corrected during
design and construction have become a major failure and may
involve damaged building components, litigation, increased
insurance costs, etc.
http://www.closerlookinspection.com/commissioning.htm
Commissioning, cont’d
• The Commissioning Process begins at project inception
during the Pre-Design Phase and continues for the life of the
facility through the Occupancy and Operations Phase.
• During the Pre-Design Phase, the Owner’s Project
Requirements (OPR) are determined and documented by the
Commissioning Team, which includes the Owner,
Commissioning Authority (CxA), design professionals,
operation and maintenance personnel, occupants, and users.
• Throughout each phase of the project, deliverables (drawings,
specifications, submittals, construction, training,
documentation, etc.) are verified against the OPR.
http://www.closerlookinspection.com/commissioning.htm
Fundamental Commissioning
Design & CD Requirements
Post Construction Requirements
• Engage a commissioning
authority
• Develop the design intent and
basis of design
• Include commissioning
requirements in the
construction documents
• Develop and utilize a
commissioning plan
• Verify installation, functional
performance, training and
documentation
• Complete a commissioning report
http://www.closerlookinspection.com/commissioning.htm
Enhanced Commissioning
Design & CD Requirements
Post Construction Requirements
• All items required in
Fundamental requirements as
well as:
• Conduct a focused review of
the design prior to the
construction-documents phase
• Conduct a focused review of
the construction documents
when close to completion
• All items required in
Fundamental requirements as
well as:
• Conduct a selective review of
contractor submittals of
commissioned equipment
• Develop a recommissioningsystem-and-energy-management
manual
• Have a contract in place for a
near-warranty-end and postoccupancy review
http://www.closerlookinspection.com/commissioning.htm
Three Key Myths of Commissioning
• That commissioning can fix a bad design
• That commissioning can solve problems with
unscrupulous contractors
• That if construction documents are precisely
followed, systems will work well when installed
http://www.closerlookinspection.com/commissioning.htm
• From project inception to project completion there should be
a complete and integrated process of design and decision
making and the LEED goals of the project.
• It is never by accident that one will end up with a LEED
certifiable building, nor is it easy in any way to take a project
that is half way or further into design and construction
documents and decide that LEED should now be a project goal
and to expect the conversion process to be a simple one.
• By phase we will now provide an outline for the review and
coordination process that Doty & Miller utilizes to guide
projects that are intended to be LEED certified to their goal
certification.
Phase 1: Scope Development & LEED
Feasibility
• Facilitate LEED design charrette/kick-off with design
team members to discuss various sustainable design
options, features and requirements.
• Review requirements of “LEED NC v2.2 OR v3” (as of
June 27th only LEED v3 will remain) to determine which
points are available to the project based on integrated
design team discussions.
• Identify unique features of the project to establish if
there are sustainable opportunities available to be
explored or developed further.
• Review preliminary design drawings as available.
Phase 1: Scope Development & LEED
Feasibility
• Prepare an SD report of green building strategies
integrated into the project to determine compliance with
selected LEED points identified during the LEED kickoff and based on the SD drawings and specs.
• Based on the report attend follow up meeting and / or
provide additional consultation regarding the further
development and interpretation of requirements into
design team members responsibilities.
• Obtain proposals, review and select consultants for the
following services: Building Commissioning, Energy
Modeling and Measurement and Verification (if desired
by Client).
Phase 2: Construction Document
Implementation
• Coordinate with Construction Manager, Design Architect and
Engineers on implementation strategies for completion of
LEED requirements for the project.
• Determine which of the optional points will be sought or
developed as alternates or removed from the list of
anticipated points.
• Coordinate requirements with Design Team.
• Register the project with the USGBC
• Conduct review of drawings at Design Development phase for
LEED compliance.
Phase 2: Construction Document
Implementation
• Coordinate with CxA and Energy Modeling Consultants and
assist in incorporating requirements into construction
documents.
• Assist Design Architect in selection of materials and product
specifications to comply with selected LEED credits.
• Review project specifications and give suggestions for added
language and/or revisions based on LEED points identified.
• Conduct review of drawings at 50% Construction Document
phase for LEED compliance. Prepare a CD report of green
building strategies integrated into the project to determine
possible compliance with selected LEED points identified
during the LEED kick-off are incorporated.
Phase 2: Construction Document
Implementation
• Develop and supply LEED Action Plans for material related
LEED credits required by specifications in coordination with
Construction Manager for contractor and sub-contractor use.
• Develop and supply LEED Submittal Forms required by
specifications to be completed by contractors and subcontractors to document the information required to comply
with the selected construction related LEED credits.
(Material Use Confirmation Forms, VOC Confirmation Forms,
Certified Wood Forms, etc.)
• Develop a Materials related spreadsheet for the tracking of
Material related LEED credits (Recycled content, Regional
material, Certified wood, etc.) that are identified as
anticipated by the Design Team prepared LEED Checklist.
Phase 2: Construction Document
Implementation
• Assist in coordinating with Commissioning Agent input
into process.
• Conduct reviews of drawings at 90% and 100% CDs for
inclusion of LEED requirements.
• Oversee submissions for Design Review for applicable
points through LEED Online, with assistance from all
project team members.
Phase 3: Construction Phase
Implementation
• Facilitate the MANDATORY LEED Pre-Construction
Contractor Kick-Off Meeting with ALL contractors and
sub-contractors and provide a presentation and
education session relating to the Design Architect’s
anticipated Construction Related LEED credits including
Action Plan and Submittal Form education and
submittal backup documentation requirements.
Meetings to be held for each project package except site
clearing.
• Review Construction Manager’s submittal log to assist in
identifying materials required to be submitted with
LEED information related to a LEED credit.
• Review Action Plans submitted by Construction Manger.
Phase 3: Construction Phase
Implementation
• Identify specific form/s required for submission and the
appropriate backup documentation required on Construction
Managers submittal log (i.e. Certified Wood Form w/COC
Certificate, Material Use Forms w/extraction and
manufacture location, VOC Forms w/MSDS sheets, etc.).
• Initiate the Materials tracking spreadsheet based on all Action
Plans to provide an estimate of credits achievable for all
material related LEED credits.
• Review shop drawings and material submittals for compliance
with LEED Checklist and Specifications. Provide input to
Construction Manager if purchased submittals vary from the
proposed action plans for any contractor final submittals if
this variation could jeopardize LEED credits being sought.
Phase 3: Construction Phase
Implementation
• Update the Materials spreadsheet accordingly as
actual/purchased submittals are received and reviewed
for LEED criteria throughout the construction process in
comparison to Action Plan data received at construction
kick-off as required by the project specifications.
• Aid Construction Manager and contractors throughout
the construction process in interpreting policies required
by LEED, the specifications and documentation
requirements.
• Prepare monthly reports for LEED tracking documents
(Materials Spreadsheet updates, CWM reports, etc.).
Phase 3: Construction Phase
Implementation
• Review Construction Manager, sub-contractor and
Commissioning Agent prepared LEED Management
Plans for content and conformance to LEED
Requirements (IAQ Management Plan, Construction
Waste Management Plan, etc.). Doty and Miller will not
write these plans (see services not included, below) but
will review and comment for content and conformity to
the specifications and LEED requirements and can
provide guidance and direction on proper plan format
and content. In some cases Doty and Miller may be able
to provide templates or sample plans to work from.
• Prepare a file for each LEED credit with vendor /
contractor provided information for that point.
Phase 4: LEED Submission
• Coordinate with Client, Commissioning Agent, Design
Architect and Construction Manager, on information
submission, signature requirements, etc. during the
LEED submission process.
• Identify LEED submission fee requirements and provide
to Client for payment. Assist Client with submission
paperwork.
• Coordinate the preparation of required documentation
from design team members for submission to USGBC
design and construction reviews; review for
completeness.
Phase 4: LEED Submission
• Create and submit credit interpretation requests if required.
• Prepare letter template for submission for Construction
Review for applicable points through LEED online.
Determine appropriate template author from Design Team
and obtain signatures.
• Review LEED audit request information.
• Coordinate, prepare and submit response to audit requests as
applicable or coordinate with project team individuals
responsible for audit responses.
• Follow up with LEED review staff through email
correspondence to confirm LEED rating requested.
Receive LEED Certification
Lessons Learned
• Coordinating a LEED project takes time and effort by all team
members.
• Each LEED project will be very different than the last.
• There are many different players in the design and development of
any given project. This means that unless you have an entire team
that has experience with LEED projects, there will undoubtedly be a
lot of education and guidance that will be required.
• Constant follow up is required by the LEED Consultant with all
design team members to ensure that they are incorporating all
LEED requirements into each of their own sets of drawings.
• Multiple reviews are necessary to ensure that each sheet shows all of
the items that are required.
Lessons Learned
• Once through the design process the project can now be
partially submitted to the USGBC/GBCI and the next phase,
construction education and coordination, can begin.
• Again much education and guidance must be available for the
contractors and subs or the project will not succeed.
• Because LEED requirements are not what the average
contractor is used to in a project they are often overwhelmed
and irritated with the more stringent requirements and
additional paperwork and hassle.
• The construction portion of the project is much easier to lose
anticipated points in because decisions are made quickly and
on the spot, often without consultation to the LEED
consultant, so education of common ways that points can be
lost must start well before construction is underway.
Open Forum and Questions
• Is anyone here currently working on any LEED
or Green projects?
• Who in the room is involved in any
commissioning, energy modeling or
mechanical/electrical work which would require
coordination with the CxA or e-modeler.
Think Clean,
Go “GREEN”!
Open Forum and
Discussion
Thank You