Green Building Series: LEED EBOM Best Practices & Lessons Learned - Getting Started with LEED EBOM

Green Building Series:
LEED EBOM Best Practices & Lessons Learned

              Getting Started with LEED EBOM

              Hosted jointly by BOMA/Chicago & USGBC – Illinois Chapter

Presented By

Jenny Carney
jcarney@yrgsustainability.com
312.391.2041

www.yrgsustainability.com
www.leeduser.com

Learning Objectives
• Define the LEED EBOM requirements and
  processes for each credit area.

• Identify best practices for specific LEEDEBOM
  credits throughout the credit process and
  documentation.

• Identify cost saving measures by addressing LEED
  EBOM credits.

• Articulate specific issues you are experiencing on
  your projects and process solutions through
  discussion.

• Develop relationships with other EBOM
  practitioners in Illinois.

The EBOM Process

Certification Process                                     Timeline

Identify target points / approach / responsibilities       Approximately 3 months

                                                           Prior to Performance Period; Plan
Implementation
                                                           for at least 3-6 months

                                                           At least 3 months for most credits,
Performance Period
                                                           one year for energy performance

                                                           Within 60 days of Performance
Documentation submittal and project completion (complete
                                                           Period completion
Submittal Templates via LEED Online)

                                                           Allow ~ 30 days for each round of
USGBC review (preliminary and final rounds)
                                                           review

Certification (denied credits can be appealed)             After final review

LEED-EBOM Certification Process

Top Strategies for
Running a Smooth EBOM Project
        (in no particular order)

1. Performance Period (PP) Best Practices
  Know the basic rules
  Strategically extend PP
   start dates to take
   credit for previous good
   behavior
  Don’t dilly dally in
   submitting your
   application

The Performance Period is the period during which
building performance data is collected for inclusion in a
LEED-EBOM certification application.

   Utility bills
   Recycling rates
   Ventilation rates
   Procurement records
   Policies and practices in place
    and documented

LEED-EBOM Performance Period

The Key PP Rules
 Minimum of 3 months* and
  maximum of two years for first time
  application
 Must be relatively consistent across
  prerequisites and credits (all must
  end within shared 30 day window)
 Must file application within 60 days
  of end of window

* Except Energy Efficiency
   Performance, which requires 12
   months of data

LEED-EB Performance Period

LEED-EBOM Performance Period - Example

                  30-day

The Dire Consequences of PP Mismanagement
 You miss out on points you so richly deserve
 Many points are marked pending after the preliminary review
 Your entire application is kicked back to you to update with
  performance data from an acceptable time period

LEED-EB Performance Period

2. Have the Right Informational Tools in Hand
  Reference Guide
  Register your project
   ($900 for USGBC
   members)
  Get familiar with the
   forms for the credits
   you’re pursuing

3. Benchmark Your Energy Performance Early,
Often, and Accurately
  Understand which benchmarking
   requirements you must follow
  Keep your numbers up to date on
   a monthly basis
  QC your inputs!
  If eligible for an official Energy
   Star label, consider pursuing it to
   lock in a score for 1 yr

VS.        Case 2

Examples of Energy Star Spaces:         Examples of Case 2 Spaces:
 Bank / Financial                       Manufacturing
 Hospital                               Lab
 Hotel                                  Mall
 K-12
 Office
 Retail Store (stand alone or
   strip)
 Warehouse

Complete list:
www.energystar.gov

Benchmarking Quality Control
 Consistent reporting of SF, occupancy, operation hours, etc
 Identify appropriate space classifications
 Download data entries and graph to quickly identify anomalous entries

4. Watch Out for Common Problem Areas
   Calculation Mayhem
    (WEp1/WEc2, MRc4,
    EQp1)
   IPM – Universal
    Notification, and what is
    and isn’t least toxic
   You don’t want to have to
    repeat surveys/audits
    (SSc4, MRc6, EQc2.1,
    EQc3.2)
   Custom Calculators
    instead of LEED Forms

5. Vendor Selection and Management
  Watch the learning curve
  Delegate with oversight

 NC                           EBOM

 Make it                    Marketable to other
  mandatory/contractual       customers
 Do your homework so you    Contract extensions/early
  can play bad cop            renewals

Working with Vendors
Sticks or Carrots?

6. Writing ‘Em Right – EBOM Policy/Plans/Narratives

Difference between “Policy” and “Program/Plan”?
Policy                                          Program/Plan

“A strategic view of a given sustainability     “A field-level, operational working document
goal that sets behavioral boundaries and        that lays out the series of steps required to
may encompass a large number of buildings,      meet the sustainability goal in a given
or an entire organization, in a general way.”   building or group of buildings.”

High-level statement                            Operational procedures = lots of detail

cuba0507 by lensman888 on flikr

   The Senior Property Manager
    Jenny Carney, Manager of Cleaning Services

     The team.
     The responsible party.
     The property management personnel.

Sketchy Details = Trouble

7. Establish Tracking Systems
 Some LEED credit require
  new and unusual data
  points
    Purchasing data
    Waste hauler data
    Pest management logs
 Make it clear who is
  responsible for
  maintaining which data

8. Get Your Multitenant Ducks in a Row

 Be mindful of LEED-related
  burdens, but don’t be too
  ready to assume non-
  cooperation
 Understand which credits are
  most tenant-intensive
 Use LEED as a way to help
  tenants with their own
  sustainability initiatives/stories
 Communicate early and
  regularly

Thank you!

        Jenny Carney
jcarney@yrgsustainability.com
       312.391.2041

        Betty Casties
  Betty.Casties@am.jll.com
        312-849-5501