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About the Author Teresa Burrelsman, LEED AP BD+C is the founder of Eco Via Consulting, a sustainable building and organizational program consulting firm in Seattle, WA. Teresa has been active in the sustainability and LEED industry for over 10 years. She has been a LEED Reviewer for the USGBC and led the LEED version3/2009 Visioning Process and developed early drafts of LEED Retail. She has worked on dozens of LEED projects, including retail, office and mixed-use. Eco Via Consulting works with our clients to create their unique path to sustainability. We provide services in the following areas: Sustainable & LEED Buildings Programs, Research & Training Public Outreach & Facilitation www.ecoviaconsulting.com ©GreenCE, Inc. 2011 Please note: you will need to complete the conclusion quiz online at GreenCE.com to receive credit

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About the Author

Teresa Burrelsman, LEED AP BD+C is the founder of Eco Via Consulting, a sustainable building and organizational program consulting firm in Seattle, WA.

Teresa has been active in the sustainability and LEED industry for over 10 years. She has been a LEED Reviewer for the USGBC and led the LEED version3/2009 Visioning Process and developed early drafts of LEED Retail. She has worked on dozens of LEED projects, including retail, office and mixed-use.

Eco Via Consulting works with our clients to create their unique path to sustainability. We provide services in the following areas:

Sustainable & LEED Buildings

Programs, Research & Training

Public Outreach & Facilitation

www.ecoviaconsulting.com

©GreenCE, Inc. 2011

Please note: you will need to complete the conclusion quiz online at GreenCE.com to receive credit

T E R E S A B U R R E L S M A N

E C O V I A C O N S U LT I N G

( 2 0 6 ) 6 1 8 - 1 8 4 5

T E R E S A @ E C O V I A C O N S U LT I N G . C O M

W W W. E C O V I A C O N S U LT I N G . C O M

W W W. S U S TA I N A B L E C O L L A B O R AT I O N N E T W O R K . C O M

LEED Managementfor New Construction & Core & Shell Projects

gev00bCredit for this course is

1 AIA/CES LU Hour1 GBCI CE Hour

1 LEED Specific BD+C GBCI CE Hour

An American Institute of Architects (AIA) Continuing Education Program

Approved Promotional Statement:

GreenCE, Inc. is a registered provider with The American Institute of Architects Continuing Education System. Credit earned upon completion of this program will be reported to CES Records for AIA members. Certificates of Completion are available for all course participants upon completion of the course conclusion quiz with +80%.

This program is registered with the AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA or GreenCE, Inc. of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.

An American Institute of Architects (AIA) Continuing Education Program

Course Format: This is a structured, web-based course with a final exam.

Course Credit: 1 AIA Learning Unit (LU)

Completion Certificate: A copy is sent to you by email or you can print one upon successful completion of a course. If you have any difficulties printing or receiving by email please send requests to [email protected]

Design professionals, please remember to print or save your certificate of completion after successfully completing a course conclusion quiz. Email confirmations will be sent to the email address you have provided in your GreenCE.com account.

Please note: you will need to complete the conclusion quiz online at GreenCE.com to receive credit

USGBC CE Program

1

GreenCE, Inc.

LEED Management for New Construction & Core & Shell Projects

USGBC Course ID: 90005206

Approved for 1 GBCI CE Hour for LEED Professionals and

1 LEED Specific BD+C GBCI CE Hour for LEED Professionals

Learning Objectives

By completing this course, the LEED Professional will be able to:

Identify how LEED tasks can be integrated into standard design phases

Review tips to make LEED easier

Distinguish between the varying roles of design team members, the owner/developer and the contractor

Identify the steps in the LEED Application process

Describe how LEED Online can be used as a valuable LEED management tool

Outline

Getting Started Learn what you need to do first

Incorporating LEED Tasks by Phase Maintain efficiency with the right task in the right phase

LEED Application Process Review the process and tools that can help

Summary Recap our key talking points and identify additional resources

WHAT DO YOU DO FIRST?

Getting Started

LEED is Commanding Presence in The Construction Sector

Green buildings now represent over 1/3 of the construction market.

Green building growth is expected to more than double over the next 5 years – to over $173 billion.

LEED is the most common rating system in the US, with over 55,000 LEED registered commercial & residential projects and 12,000 LEED rated projects.

Many public agencies have adopted LEED requirements, from the US Navy to the Cities of Seattle, Chicago and New York.

So Knowing How to Implement LEED is Increasingly Important

There are thousands of LEED Professionals accredited by the US Green Building Council and it’s accreditation affiliate the Green Building Certification Institute. Over 115,000 LEED Professionals in the U.S. alone

10,000 LEED Green Associates since May 2010

Over 77,000 LEED Accredited Professionals (AP) with Specialty since May 2009

Yet not every LEED Professional has the same level of knowledge.

As you prepare to work on a LEED project, knowing when tasks are critical and when they can wait will help you navigate the process a lot easier.

LEED stats: GBCI.org as of October 2010

LEED 2009 – A Quick Review

LEED is a third-party rating system that is used to assess the sustainability of a building project

USGBC is a not-for-profit organization comprised of a board of directors and volunteer committees from the building industry

USGBC decisions are made on a consensus basis

110 prerequisites and credits in seven categories:

Sustainable Sites

Water Efficiency

Energy & Atmosphere

Materials & Resources

Indoor Environmental

Quality

Innovation & Design Process

Regional Priorities

LEED NC & CS

This course focuses on LEED management for 2 key LEED products that address new construction, major renovation and core & shell projects. LEED for New Construction (LEED NC)

LEED for Core & Shell (LEED CS)

Management for other systems, including LEED for Commercial Interiors and LEED for Existing Buildings will be somewhat similar but with different credits, tools and tasks based on the different scope of work of those projects.

Owner & Design Team Perspectives

Overall this course is intended to help a design team or owner representative understand and participate in or navigate the LEED process.

Design phase tasks are described from the design team point of view. However, owners and developers will benefit from a deeper understanding of what their design teams will be doing in each phase.

Tasks described in this presentation also provide a good basis for developing RFPs and RFQs.

LEED Project Timeline at a Glance

Pre-Design

Design Phases Construction Occupancy

Starting Tips

1. Start discussing green and LEED goals as early as possible, in pre-design if possible.

2. Identify the LEED point person/LEED manager as soon as possible.

3. Work with the entire team to establish a LEED vision early in design, with a LEED Charrette or Strategy Session.

4. From the charrette, create a document summarizing goals, LEED rating target, ideas and decisions, to serve as a “roadmap” for the rest of design.

LEED Team Leader/Manager

Best Practice: Choose a LEED AP to act as the manager and facilitator of LEED related tasks and integration:

Register the project.

Serve as the primary contact with GBCI.

Track the project’s points.

Arrange and attend meetings.

Facilitate integration of LEED strategies as the design progresses.

Provide regular LEED progress reports.

Setup project in LEED Online and assign LEED credits.

Check submissions for accuracy and consistency across credits.

Submit applications to GBCI.

Charrette/LEED Strategy Session

Early in design, or even better, before design begins, the owner and LEED manager should organize a charrette or strategy session to discuss project goals, performance targets, LEED rating level, opportunities and challenges.

Attendees should include an expanded design team, including engineers and landscape design, as well as user representatives, contractor and facilities management where possible.

Charrette/LEED Strategy Team

Architect

LEED Consultant

Mechanical

Civil

LandscapeEcologist

Owner

Occupant Rep

Facilities Manager

Create a LEED Project Roadmap

Team Goals

LEED Rated

Project

Based on the charrette, document decisions:

LEED Level Desired

Specific Performance Targets

Key green strategies

Local code relationships

Available incentives

Payback period for value-added costs

Identified Barriers & Solutions

The LEED Checklist

The LEED Checklist provides an itemized view of all the LEED credits and associated points in a simple spreadsheet format that tallies the targeted point count and rating level.

It can be used to record initial credit targets from the charrette.

It should be updated as the project proceeds through design.

Does not represent the ACTUAL rating until GBCI review is complete and a rating is officially AWARDED.

The LEED Checklist

RIGHT TASK + RIGHT PHASE = EFFICIENCY

Incorporating LEED Tasks by Phase

Integrating LEED Tasks into Design

As the design team proceeds through design, specific LEED credits will come into play as standard design decisions are made.

By tracking LEED credits in keeping with what design elements are being worked on in a phase, the process is streamlined.

For example, don’t worry about carpet selection in concept design. The focus in concept is overall form, massing and other bigger picture building elements!

In ALL Phases

Set yourself up to make things go smoothly throughout the entire design and construction process:

Communicate regularly, weekly or bi-weekly early on, monthly in later phases.

Register early & use LEED Online as a management tool.

The LEED manager should conduct a LEED status review at mid and/or end of each phase to apprise team of status and direct tasks in support of the next design package.

Establish a LEED Communications Plan

Establish a correspondence & deliverables contact list.

Create a LEED Meeting schedule and clarify who will advocate or follow-up on LEED issues at non-LEED specific meetings.

Create a LEED Tracking tool that includes credits being pursued and next steps for each credit.

Establish a LEED Communications Plan

A simple excel spreadsheet can be used to track progress throughout design and construction, supplementing the documentation-focused management using LEED Online.

Register the Project

This can be done at any phase, but once you know you are pursuing LEED there’s no reason to wait. You will get access to LEED resources and can use LEED Online as a management tool.

Register your project on the GBCI website. You’ll need your project name, address, owner, primary contact, square

footage, project details, etc. Pay with check or credit card. You will receive a project number from GBCI. Notify YOUR Team. Send notification to your team that the project is registered and provide

the project number. Provide instructions to the team for accessing the GBCI website, your

project’s files and other pertinent information. Select the credits the project is pursuing, and assign specific credits to

team members.

Standard Project Phases

Building design follows a fairly standard progression, typically based on the American Institute of Architects Handbook, as outlined above.

Variations do occur, based on project, program, schedule and other factors.

PD CD SD DD CD CA

Select Site Blocking Diagrams Finalize Overall

Layout

Spatial Refinement Details Construction

Observation

Assemble Team Site Analysis Explore Design

Options

Prelim Energy

Systems

Specs Respond to RFIs

Gather Data Climate Analysis Initial Structural

Approach

Structural System

Refinement

Finish Selections

Create Program Initial Themes Systems Approach Outline Specs Final Systems

Designs

Finish Materials

Concepts

Programming & Pre-Design

Concept Design Schematic Design Design

DevelopmentConstruction Documents

Construction Administration

LEED Tasks by Project Phase

The best way to achieve LEED is to integrate LEED tasks into the typical design phases.

By allowing LEED related tasks to flow along with the rest of the design, your team will save time.

Similar to scopes for standard projects, the LEED scope will also vary. Lower rating levels may focus on local practices that achieve LEED credits

and low hanging fruit.

Higher rating levels will often require a re-examination of the program assumptions, and additional design studies for energy systems, daylight configurations, or low impact site design.

The table that follows outlines a sample of how LEED tasks can integrate into standard design phases.

LEED Tasks by Project Phase

PD CD SD DD CD CA

Select Site with

Transit & Green

Features

Charrette Feasibility Studies Feasbility Studies LEED Specs Pre-Construction

LEED Meeting

Include LEED in

RFQ/RFP

Early Energy

Analysis

Register for LEED Detail Design Final Materials

Selections

LEED Submittal

Review

Plan for LEED in

Budget

Massing Major Systems

Approach: daylight,

form, energy,

envelope

LEED Credit

Assignments

Final LEED Detail

Integration

Site Observation

Set Performance

Goals

Orientation Systems Approach Refine Systems Final Energy Model LEED Construction

Application

Climate Analysis LEED Checklist Incentives

Applications

LEED Design

Application

Incentives Review Begin LEED

Documentation

PD

During Programming & Pre-Design consider the following, as applicable to the project:

Evaluate existing building renovation alternatives. Use LEED to evaluate site purchase alternatives. In the proforma, consider opportunities for long term

savings with some upfront investment in energy, water and other systems.

In the program, look for opportunities for multiple-use spaces, flexibility, and include performance goals.

For owners: Include sustainable design expertise and LEED

experience in selection process & include LEED design and documentation in services requested.

Include incremental costs for LEED.

Programming & Pre-Design

PD

Data from numerous studies indicates that LEED costs vary by rating level, as well as project type, location, local standards and other factors. Added costs for LEED rangefrom 0% to 10% extra.

Platinum

Gold

Silver

Certified

0-10%

0-5%

0-3%

0-1%

PD

Programming & Pre-Design

During the Concept phase, establish project goals and examine how those goals will influence major design themes and layout. This is a good practice for any project, but critical for those with LEED and energy savings goals.

Building volume & orientation: investigate self-shading masses, daylight forms, and climate-responsive design.

Site layout: consider how grading and siting can allow for rain gardens and bio-retention features, in lieu of the large, unattractive retention pond required in many jurisdictions.

If possible, conduct rough concept energy modeling to compare options.

Concept Phase

C

During Concept, the design for the Seminar II building evolved from a rectilinear shape to a “E” to allow greater opportunity for daylight.

Future users were polled and asked to choose between:

Full air-conditioning but no operable windows

No A/C but operable windows and exterior shade devices

Concept Phase

C

Over 95% of the staff voted for the greener, user-controlled option! This allowed the

natural ventilation and daylight design to come in at the same cost as a more

conventionally designed building.

Evergreen College Seminar II BuildingImage: Mahlum Architects

By early Schematic Design the LEED manager should be able to assign credit champions, at least by LEED category.

Start a LEED Tracking Document for tracking progress of each credit pursued.

Allow for a contingency of 3-5 additional LEED points beyond the desired rating level to account for changes during design.

Continue early energy comparative analysis to prioritize shading and façade treatment approaches.

Conduct feasibility analysis of strategies as applicable: daylight, stormwater management alternatives, flex spaces, etc.

Value engineering should emphasize maintaining LEED rating, and look at longterm operational savings and occupant health benefits in addition to upfront costs.

Schematic Design

SD

The owner decided to pursue LEED in mid-SD, following a new King County ordinance. As we looked at LEED options, we started with the following:

Schematic Design

SD

King County Power Distribution Headquarters, Seattle, WA: LEED NC Certified 2007

Look at which local codes achieved LEED prerequisites or credits.

Examine whether any layout changes could be made – luckily the design team had already oriented the main façade towards the South, and planned for storage area along the north side of the building – a good SD start.

Review the SD layout. The team was doing well here, with late SD glazing layout based on orientation, with less glazing on the north, large glazed roll-up doors at south-facing work bays, and with moderate punched openings laid out such that most employee desks were daylit.

Later in DD, the team added shading over the south facing industrial work area roll-up doors, along with clerestory windows above for good daylighting in the main work area.

Identify LEED credits for low-VOC materials, low-flow plumbing fixtures, and local materials as “likely” on the SD checklist, but leave the details for DD and CD.

Schematic Design

SD

During Design Development, major building system designs are refined. This should coordinate with LEED related strategies.

Fine tune building envelope by orientation.

Investigate envelope and mechanical system trade-offs, looking for the point where improvements create savings, such as improved glazing, allowing for mechanical system downsizing.

Develop details for features such as rainwater harvesting systems, green roofs, shading devices, and rain gardens.

Transition to mechanical engineer for energy modeling, if not already in process, for system refinements and updates on LEED energy credit status.

In the outline specifications, review how LEED credits are being achieved by the design. For example, include notes that describe key approaches for energy, envelope and materials known to date.

Don’t forget to coordinate with the exterior lighting designer – this often gets missed, with late-breaking changes in CD or CA to meet light pollution reduction requirements.

Design Development

DD

DDDD is where final feasibility studies, design-level energy modeling and early details come together. This is where the technical aspects are brought in to make sure SD ideas will work!

For a project with natural ventilation and daylighting you will:

Develop the ventilation system preliminary design including operable window location and sizing, in conjunction with a full-building energy simulation model.

Size the shading devices.

Include planned controls in the outline spec.

Design Development

Evergreen College Seminar II BuildingImages: Mahlum Architects

While the bulk of LEED design documentation will be created in CDs, the team can collect documents that are available now while it is right at hand.

Collect LEED related product cut sheets, for design elements such as plumbing fixture, irrigation system, glazing etc.

Include narratives of how LEED credits are being achieved in Outline Specs: including thermal comfort design approach, lighting control approach, storm water management approach, etc.

Calculate site-level areas, such as white roof/green roof areas, sidewalks, parking, and landscaped open space – this is the time to confirm that you are on target for achieving heat island reduction credits and open space credits. If you feel the design is pretty established, make a pdf of the site plan to go along with your area calculations.

Collect exterior light fixture cut sheets and illumination plans – and be sure to review fixtures for full cut-off profiles.

Design Development

DD

DD

Work with the mechanical engineer to optimize energy savings by fine tuning glazing selection – for example, daylight and vision glazing can have different features for a more cost effective, higher performance combination. To the left, the Santa Monica Utility District provides smaller, shaded openings on the south, with larger windows at the north. Can you guess which façade is which?

As you begin selecting materials, record decisions in the outline specs, noting LEED features and/or requirements such as recycled content, local manufacture and VOC limits. If you receive a cut-sheet, scan it to your project LEED folder. Create sub-folders for each credit to store relevant information as it becomes available. Then it’ll be easy to find when you’re ready to create the final LEED documentation later on.

During selection of furnishings and interior partition systems, don’t forget to look at how they affect daylight penetration. Don’t let your good layout be ruined by high partitions parallel to the predominate glazing wall.

AVOID

Design Development

As the team finalizes all the design components, details and specifications during the Construction Documents phase, the final LEED design documents are also created.

As the final mechanical system design is completed, you will obtain final energy savings results.

Water calculations can be completed as fixture selections and landscape designs are completed.

Conduct a thorough review of the Specifications to ensure LEED is addressed throughout.

Review the CD package at early or mid-phase to direct final CD efforts.

Review final CD package to catch any final LEED omissions and address in addendum to contractor as necessary.

Include LEED information in the pre-bid meeting; this will help the owner receive better bids as uncertainty is reduced.

Construction Documents

CD

The Desert Living Center in Las Vegas was designed with 8 passive, downdraft evaporative coolers.

To make sure the final design drawings resulted in a successful system, careful coordination between the mechanical engineers, separate plumbing engineer, the architect, the sustainable design consultant and the owner’s facility staff was required.

Construction Documents

CD

Las Vegas Valley Water District Desert Living CenterImage: Lucchesi Galati Architects

Everyone had to fulfill their specific role to make sure an innovative energy-saving feature didn’t fall apart:

Sustainability Consultant: outline requirements for cool tower pressure, sizing, accessibility, moisture media maintenance requirements.

Mechanical: integrate cool tower specs into energy model and sequence of operations.

Plumbing: include pumps and piping to cool tower media.

Architect: integrate cool tower shading and access requirements into final design details

Owner: review maintenance requirements and provide feedback into feasibility of schedule and design of access system.

Construction Documents

CD

In reviewing the Specifications, incorporate the following:

Provide a General LEED Requirements section.

Specify intended certification level.

Identify all targeted prerequisites and credits.

Provide a glossary of green building terms.

Outline the required submittals and templates.

Construction Documents

CD

Specifications will be especially important for the following credits:

Sustainable Sites SSp1: include erosion control components in civil specs.

Energy & Atmosphere EAp1 and credit 3: include commissioning section and reference in related

mechanical sections.

Materials & Resources MR 2: provide section for CWM. 4, 5, 6, 7: provide recycled, local, renewable and FSC product performance

specs OR specify specific products that meet credit targets and note that substitution requests must note how credit requirements are still met.

Indoor Environmental Quality EQ 3.1, 3.2: include construction IAQ spec section . EQ 4.1, 4.2, 4.3, 4.4 : in related coatings, paints and other product sections

include VOC limits and select products that comply with the LEED requirements. Include requirement that that substitution requests must note how credit requirements are still met.

EQ 5: confirm that proper filters and entry way mats are included.

Construction Documents

CD

The bulk of design credit LEED documentation can be created during the CD phase, and be finished as the team transitions into construction administration.

Construction credit LEED documentation won’t be completed until near the end of construction. All materials have to be purchased and related LEED

credits calculated.

All waste and recycling must be taken care of and tallied.

The commissioning report and any related adjustments or repairs must be completed, and are often the last item documented.

Construction Documents

CD

During Construction Administration, include LEED in bidding tasks. This may also happen at the end of CDs on some projects.

During the Pre-bid walk-through discuss LEED requirements such as construction waste management plan, IAQ plan, special submittals, sustainably certified wood procurement, etc.

Do not include LEED items as alternative bids. If alternates are desired, use performance below LEED requirements as the alternates.

Award contract with necessary LEED items in base bid.

Construction Administration

CA

Once the contractor is selected but before construction begins conduct a Pre-Construction Meeting that includes LEED topics.

Typically this meeting is for the Contractor’s staff only, to allow them to ask questions freely without subcontractors present.

Construction Administration

CA

During the Pre-Construction Meeting, plan to:

1. Review which credits are taken care of by just building what is included in the drawings and specifications.

For example, if the contractor follows the CDs, energy savings credits will be achieved without any extra effort by the contractor beyond a conventional building.

Water savings should be addressed in plumbing fixture selection, irrigation and landscape design, and rainwater harvesting system design. The contractor has to build these items per the CDs but is not responsible for LEED documentation. There is no “extra LEED effort” beyond constructing what is in the CDs.

Construction Administration

CA

2. Identify the credits that require additional contractor participation and/or documentation for credit achievement.

Construction Waste Management: if pursuing this credit, the spec should require the contractor to create a waste management plan and track waste and recycling amounts.

The contractor is responsible for implementing a construction IAQ plan if included in the specs, and may need assistance if new to this approach.

Contractor purchases should follow requirements in the specifications, but there are many opportunities for the contractor to suggest additional options. The contractor must obtain cut sheets documenting LEED criteria (emissions, recycled content, etc.) per the specifications.

It should be clarified whether the contractor is collecting material data and also calculating MR credits 4, 5, 6 & 7 for example, or if they are giving that data to a design team member for calculation.

Commissioning requires contractor participation, even though the effort is coordinated by the commissioning agent.

Construction Administration

CA

There are a few common construction missteps you should look out for:

When on-site, make sure sediment traps and other aspects of the Erosion & Sedimentation Control (ESC) Plan are being maintained. If you see one that’s clogged, be sure to bring it to the contractor’s attention. This is part of Sites prerequisite. The contractor needs to take regular photos of ESC implementation.

Make sure ducts are being protected as they sit on site waiting for install, and then ALSO after they are installed.

Sub-contractors come and go from the job-site and may not realize they aren’t supposed to use their standard sealant or paint. As they come on-line the Contractor MUST let them know what materials are OK. An easy fix – put photos of acceptable sealants, paints, etc. in the job shack window. If a sub’s sealant etc. is not there, they have to ask the Contractor.

Construction Administration

AVOID

CA

It is recommended to have the LEED manager (whether owner, architect or consultant) participate during Construction Administration to answer questions and avoid costly mistakes.

Monitor and review submittal of all documentation by contractor to be submitted to GBCI.

Evaluate substitution requests and material submittals in view of achieving LEED certification.

Construction meetings - include LEED as an agenda item at regular project meetings.

Education ID credit: whether signage is provided by the contractor or by the owner, CA is often when the content and final design layout is developed.

Construction Administration

CA

Post Occupancy

Once the design and construction phases are complete, the owner can enjoy their new LEED building! Help them preserve the building performance as designed.

Educate building users about sustainable attributes of project and how to operate and maintain building.

For advanced commissioning, the post-occupancy tasks will occur prior to the end of the first year of building use.

Include progressive maintenance items in the building O&M manual to preserve building performance as designed.

PROCESS & TOOLS

LEED Application Process

Managing LEED with LEED Online

LEED Online is the primary tool the project team will use to communicate with GBCI. The LEED Manager will use LEED Online to manage and streamline the process.

With LEED Online, the team can:

Submit documentation to GBCI for review. Document compliance with LEED Credit Requirements. Coordinate resources among project team members. Manage public facing project details. Submit technical inquiries regarding LEED Credits. Track progress towards LEED Certification.

Using LEED Online

www.leedonline.com

LEED 2009 projects use LEED Online v3.

Previous versions use LEED Online v2.

V3 is updated to reflect LEED 2009 and has additional features.

You must have a registered project ID number to access LEED Online project page The primary LEED contact/LEED Manager will register the project.

Team members will receive the ID number when invited to the project by the primary LEED contact.

LEED Online Home Page

Log in to your account or create an account from the www.leedonline.com page.

You will then be directed to the LEED Online Home Page, which will display all your current projects.

To register a new project, click the Register New Project tab.

Register a New Project

Confirm eligibility by selecting the project type.

Select your rating system OR answer questions and let LEED Online suggest the appropriate one.

Select Single Project or Multiple Project registration.

Provide information about the project (size, location, etc.).

Review your entries.

Provide payment.

GBCI will send a confirmation email with the Project ID to your account.

Manage Your Project

From the Project Page, the LEED manager will select the credits the project is pursuing.

The LEED manager will invite team members to the project and assign credits to each member.

Once each member accepts the invite, they will be able to access the Project Page, and upload their credit documentation. They will not be able to change other settings.

The LEED manager should review all documentation before submitting the project for review.

Project Scorecard

After you invite team members to the project and assign credits to individual team members, LEED Online helps you out by:

Allowing you to track documentation status.

Automatically designating design vs. construction credits.

Providing the latest credit forms.

New LEED 2009 Credit Forms

The new credit forms prompt the assigned team member to provide relevant calculations, information and approach, as well as listing the required documents to upload.

The credit forms and requested document uploads are the only documentation required to apply for each credit.

Additional clarification may be requested by the GBCI reviewer.

The new forms help to ensure that the bulk of the LEED work should be in the design efforts, not the paperwork.

Design & Construction Reviews

Teams may elect to submit their LEED Application in 1 or 2 parts.

1. Concurrent Design Application and Construction Application

2. Design Application at end of design and Construction Application at end of construction

The main benefit of submitting for a concurrent review is reduced application costs. For a simple project with an experienced team, this can be a good option.

Design & Construction Reviews

However, submitting Design and Construction credits separately offers significant advantages.

After the Design Application Review is received, you know which credits you have achieved.

You will know whether you should add additional credits during construction; teams often have a few potential “backup” credit options in case a design credit is not achieved. This is a very good idea to help ensure you achieve your desired rating level.

It helps the contractor understand how important their contribution is to achieving the remaining credits.

The design team is still assembled and under contract, with the design fresh in their minds and drawings at hand. After team members move on to their next project, getting LEED documentation can be more difficult.

Submitting an Application

The LEED manager should review all credit documentation.

Select either Design, Construction or Combined Review.

Submit to GBCI.

The review process takes approximately 4-6 weeks, during which time the reviewer may ask for clarifications. The project team has a limited amount of time to respond to review questions.

Review Results

After a Design-only review, the project team will receive a GBCI LEED Design Review report.

After the Construction or Combined Review, the team will receive a GBCI LEED Review report AND notification of the LEED Rating achieved.

RECAP & RESOURCES

Summary

Summary

Having a strong LEED Manager will make everyone else’s job easier.

Get the team together early to set goals and identify key strategies. Document decisions to create a project “road map”.

Focus on the right task for the phase you’re in.

Use LEED Online to help streamline the documentation and application process.

Make sure all team members, including the contractor, understand their role and what’s needed from them.

Additional LEED Management Resources:

LEED 2009 Building Design & Construction Reference Guidehttp://www.usgbc.org

LEED Online https://www.leedonline.com

LEED Management Tools for Public Projects (City of Seattle)http://www.seattle.gov/dpd/GreenBuilding/CapitalProjects/DesignToolsStrategies/default.asp

LEED Management Checklist (King County, WA)http://your.kingcounty.gov/solidwaste/greenbuilding/documents/Managing_LEED_process.pdf

LEED References

Course Summary

Now the LEED Professional will be able to:

Identify how LEED tasks can be integrated into standard design phases

Review tips to make LEED easier

Distinguish between the varying roles of design team members, the owner/developer and the contractor

Identify the steps in the LEED Application process

Describe how LEED Online can be used as a valuable LEED management tool

AIA Course Evaluation

In order to maintain high-quality learning experiences, please access the evaluation for this course by logging into CES Discovery and clicking on the Course Evaluation link on the left side of the page.

T E R E S A B U R R E L S M A N , L E E D A P B D + C E C O V I A C O N S U LT I N G

( 2 0 6 ) 6 1 8 - 1 8 4 5

T E R E S A @ E C O V I A C O N S U LT I N G . C O M

W W W. E C O V I A C O N S U LT I N G . C O M

W W W. S U S TA I N A B L E C O L L A B O R AT I O N N E T W O R K . C O M

LEED Managementfor New Construction & Core & Shell Projects

gev00bCredit for this course is

1 AIA/CES LU Hour1 GBCI CE Hour

1 LEED Specific BD+C GBCI CE Hour

©GreenCE, Inc. 2011

Please note: you will need to complete the conclusion quiz online at GreenCE.com to receive credit