What s New in LEED O+M v4: Get Ready for the Future! A Presentation by The Sustainability Experts Leonardo Academy At NFMT Las Vegas

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1 What s New in LEED O+M v4: Get Ready for the Future! A Presentation by The Sustainability Experts Leonardo Academy At NFMT Las Vegas

2 Today s Speakers Michael Arny, P.E., LEED AP President & Director of Sustainability and LEED Services The Sustainability Experts Leonardo Academy, Inc. 2

3 1 LEONARDO ACADEMY

4 AIA Best Practices Leonardo Academy is a Registered Provider with The American Institute of Architects Continuing Education Systems. Credit earned on completion of this program will be reported to CES Records for AIA members. Certificates of Completion for non-aia members are available on request. 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 any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. Questions related to specific materials, methods, and services will be addressed at the conclusion of this presentation. 4

5 Opening Announcements Questions Today: May be asked at any time Please type in questions using GoToMeeting question and electronic hand raising function Questions you think of next week: questions to: Kindly fill out our course evaluation form so we may better improve our courses for you. 5

6 Continuing Education Credit Credits for This Course: 1.0 GBCI CE Hour 1.0 AIA/CES Learning Units Requirements: Please remain logged in for the entire presentation To Record Credit: AIA/CES Leonardo Academy will record your participation Request credit during registration, on sign-on sheet, or within 5 days after course USGBC Self-report 6

7 Copyright This presentation is protected by US and International copyright laws. Reproduction, distribution, display and use of the presentation without written permission of Leonardo Academy is prohibited. Leonardo Academy Inc

8 Learning Objectives Be able to explain the key changes from LEED O+M v3 to v4: The changes in the PI Forms New Location and Transportation Category SS Credit Category changes WE Credit Category changes EA Credit Category changes MR Credit Category changes EQ Credit Category IN Credit Category 8

9 Goals of LEED v4 Moving the Industry Forward toward Sustainability Increased focus on emissions reduction Examples: Energy & Commuting credits Emissions offsets Increased focus on life cycle impacts of materials and purchases Examples: Supply Chain for Retail 9

10 A Few Overarching Differences Several Rating Systems under the Operations + Maintenance Umbrella Existing Buildings, Schools, Retail, Data Centers, Warehouses, Hospitality Certain O+M credits differ depending on the rating system you are using Numbering system has been eliminated Now refer to credits by name 10

11 Category: Project Information Form (PI) 11

12 Project Information (PI) Revised Form There s only ONE PI form Much smaller documentation requirement Delta Difficulty(DD): Easier 12

13 New Category: Location and Transportation (LT) 13

14 Location and Transportation (LT) Revised Credit: Formerly SSc4: Alternative Transportation Continues to rewards achievement (3-15 points) Adds Option 1 to reward projects for just conducting a Survey (1 point) Added Option 3 to reward projects for implementing an alternative transportation program along with a Survey (2 points) DD: Easier 14

15 Category: Sustainable Sites (SS) 15

16 Sustainable Sites (SS) Aggregated Prerequisite: Site Management Policy Incorporates the policy requirements of: SSc2: Building Exterior and Hardscape Management Plan + SSc3: Integrated Pest Management, Erosion Control and Landscape Management Plan Requires policy to educe chemical use, energy and water waste, air pollution, solid waste, and run-off. Must state numeric goals for each aspect DD: Same 16

17 Sustainable Sites (SS) Deleted Credit: LEED Certified Design and Construction (SSc1) Credit removed 17

18 Sustainable Sites (SS) Redistributed Credit: Building Exterior and Hardscape Management Plan (SSc2) Policy requirements moved to Site Management Policy prerequisite. Performance (implementation) requirements moved to Site Management credit. DD: Same 18

19 Sustainable Sites (SS) Redistributed Credit: Integrated Pest Management, Erosion Control and Landscape Management Plan (SSc3) Policy requirements moved to Site Management Policy prerequisite. Erosion control and landscape management plan implementation moved to Site Management credit. IPM requirements moved to Integrated Pest Management credit in EQ category. DD: Same 19

20 Sustainable Sites (SS) Revised Credit: Site Development-Protect or Restore Habitat On-site option: Increased the area requirement to 20% of the site including the building footprint, with a minimum of 5,000 sq. ft. Off-site option: annual financial support equal to at least $0.05 per sq. ft. for total project site area, AND must be donated to land conservancy in the same state or EPA bio-region DD: More Difficult 20

21 Sustainable Sites (SS) Revised Credit: Rainwater Management Stormwater management techniques must be either Green infrastructure Low impact development strategies Calculate effectiveness of measures for 95 percentile rain event; must capture 25% DD: Same 21

22 Sustainable Sites (SS) Revised Credit: Heat Island Reduction 4 Options Nonroof (1 point): Added some options for compliance Changed paving materials metric to 3-year Aged Solar Reflectance (SR) 22

23 Sustainable Sites (SS) Heat Island Reduction, Continued Option 2: Roof (1 point) Increased the roof SRI requirements (82 for low slope, 39 for steep slope). Also added option for 3- year aged SRI Option 3: Combine Nonroof and Roof (2 points) Option 4: Parking Under Cover (1 point) DD: Same 23

24 Sustainable Sites (SS) Revised Credit: Light Pollution Reduction Removed the interior requirements Fixture shielding option: shifts focus from watts to lumens. 2,500 lumens, rather than 50 Watts, is cutoff Perimeter measurement option eliminates footcandle measurement option DD: Easier 24

25 Sustainable Sites (SS) Aggregated Credit: Site Management Credit is a combination of Performance aspects of SSc2 Building Exterior and Hardscape Management Plan and SSc3 Integrated Pest Management, Erosion Control and Landscape Management Plan. Must also monitor irrigation systems and nutrient application, store materials properly New options for maintenance equipment DD: Same 25

26 Sustainable Sites (SS) New Credit: Site Improvement Plan New credit that addresses the long term ecological health of the site. Five year plan for hydrology, vegetation, and soils. Must be prepared with the help of qualified professionals Must undertake all low/no cost improvement items during the performance period DD: New 26

27 Sustainable Sites (SS) New Credit: Joint Use of Facilities (Schools) This credit has been available in Building Design and Construction rating system. Applicable only to LEED O+M (Schools) Encourages shared use community spaces. DD: New 27

28 Category: Water Efficiency (WE) 28

29 Water Efficiency (WE) Revised Prerequisite: Indoor Water Use Reduction Changed baseline calculation date from 1994 to 1995, baseline to 150% of UPC/IPC for pre-1995 fixtures. Economic assessment policy is now retrofit and replacement policy requiring new fixtures & fittings to be WaterSense labeled if eligible. Added metering option. DD: Same 29

30 Water Efficiency (WE) Redistributed Prerequisite: Building-Level Water Metering Whole-building metering previously required in Water Performance Measurement credit (WEc1) is now a prerequisite Requires : DD: Same Permanently installed whole-building water meter. Sharing water usage data with USGBC. 30

31 Water Efficiency (WE) Redistributed Credit: Water Performance Measurement (WEc1) Whole building water meter requirements moved to Building-Level Water Metering prerequisite. Submetering options moved to Water Metering credit. DD: Same 31

32 Water Efficiency (WE) Revised Credit: Indoor Water Use Reduction Points awarded are the same DD: Same 32

33 Water Efficiency (WE) Revised Credit: Outdoor Water Use Reduction Possible points reduced from 5 points to 2 points. Added an option for projects with no irrigation. Added requirement to install an irrigation water meter if project has landscape water needs. Performance period must be 12 months long Reduced minimum threshold to 30% reduction. DD: Easier, but fewer points 33

34 Water Efficiency (WE) Revised Credit: Cooling Tower Water Use Very Different! DD: Same Requires make-up water analysis and Encourages projects to maximize the number of cooling tower cycles. Does not require cooling tower management plan or conductivity meter Used to be a Pilot Credit 34

35 Water Efficiency (WE) Redistributed Credit: Water Metering Incorporates submetering requirements of Water Performance Measurement: Credit, Option 2. 1 point for 2 submeters, 2 points for 3 or more submeters DD: Same 35

36 Category: Energy and Atmosphere (EA) 36

37 ENERGY AND ATMOSPHERE (EA) Revised Prerequisite: Energy Efficiency Best Management Practices New Terminology: Current Facilities Requirements Plan (CFR Plan) and Operations & Maintenance Plan (O&M Plan) Added a path for data center projects to use the DOE DC Pro Profiling Tool. DD: Same 37

38 ENERGY AND ATMOSPHERE (EA) Revised Prerequisite: Minimum Energy Performance Increased minimum required Energy Star rating from 69 to 75 in Option 1, with corresponding changes in Option 2. DD: More Difficult 38

39 ENERGY AND ATMOSPHERE (EA) Redistributed Prerequisite: Building-Level Energy Metering Requires energy meters capable of providing whole building energy use data. Energy usage data must be shared with USGBC. Must provide calibration reports for building-owned meters DD: Same 39

40 ENERGY AND ATMOSPHERE (EA) Revised Prerequisite: Fundamental Refrigerant Management Phase-out plan required to be completed within 10 years DD: Same 40

41 ENERGY AND ATMOSPHERE (EA) Revised Credit: Existing Building Commissioning Analysis Added requirement for data centers to use DOE s DC Pro Energy Assessment Tool. DD: Same 41

42 ENERGY AND ATMOSPHERE (EA) Revised Credit: Existing Building Commissioning Implementation Revisions: Changes the Capital Plan to a 5-year plan for implementing major modifications or upgrades ID d in the analysis phase Must track and verify all projects implemented as part of commissioning process DD: Same 42

43 ENERGY AND ATMOSPHERE (EA) Revised Credit: Ongoing Commissioning Essentially no change DD: Same 43

44 ENERGY AND ATMOSPHERE (EA) Revised Credit: Optimize Energy Performance Adjusted point thresholds to reflect new minimum requirements in prerequisite. DD: More Difficult 44

45 ENERGY AND ATMOSPHERE (EA) Redistributed Credit: Performance Measurement Building Automation System (EAc3.1) Credit requirements incorporated in Advanced Energy Metering credit. DD: Same 45

46 ENERGY AND ATMOSPHERE (EA) Redistributed Credit: Performance Measurement System Level Metering (EAc3.2) Credit requirements incorporated in Advanced Energy Metering credit. DD: Same 46

47 ENERGY AND ATMOSPHERE (EA) Aggregated Credit: Advanced Energy Metering Incorporates EAc3.1 (BAS) and EAc3.2 (Systemlevel metering), but is very different Requires advanced meters for whole-building and major energy end uses Energy Management System must be programmed to alarm whenever consumption and demand rise above expected amount by more than 5%. DD: Same 47

48 ENERGY AND ATMOSPHERE (EA) New Credit: Demand Response Based on Pilot Credit Case1 requires projects to participate in a demand response (DR) program (3 points). Case 2 requires projects to have the infrastructure in place to take advantage of DR program when one becomes available (1 point) Case 3 requires projects to shift 10% of peak loads to off-peak hours (2 points). DD: New 48

49 ENERGY AND ATMOSPHERE (EA) Revised Credit: now, Renewable Energy and Carbon Offsets Reduced thresholds for on-site renewable energy from 3% to 1.5% to align with BD&C rating system DD: Same 49

50 ENERGY AND ATMOSPHERE (EA) Revised Credit : Enhanced Refrigerant Management Allows for use of No Refrigerants or Low-impact Refrigerants (1 point) For calculation of refrigerant impact, default leakage rate, not measured leakage rate, must be used in all calculations Added retail requirements addressing commercial refrigeration systems. DD: Same 50

51 ENERGY AND ATMOSPHERE (EA) Deleted Credit: Emissions Reduction Reporting (EAc6) Credit removed. 51

52 Category: Materials and Resources (MR) 52

53 MATERIALS AND RESOURCES (MR) Redistributed Prerequisite: Sustainable Purchasing Policy (MRp1) Prerequisite requirements moved to prerequisite Ongoing Purchasing and Waste Policy. DD: Same 53

54 MATERIALS AND RESOURCES (MR) Redistributed Prerequisite: Sustainable Solid Waste Management Policy (MRp2) Prerequisite requirements moved to prerequisite Ongoing Purchasing and Waste Policy. DD: Same 54

55 MATERIALS AND RESOURCES (MR) Aggregated Prerequisite: Ongoing Purchasing and Waste Policy Combines Sustainable Purchasing Policy (MRp1) + Sustainable Solid Waste Management (MRp2) Adds concept of Five most purchased product categories as part of Ongoing Consumables Durable goods is electrics and electronics only 55

56 MATERIALS AND RESOURCES (MR) Ongoing Purchasing & Waste Policy Cont d Requires waste stream audit every five years unless other requirements are met. Adds requirement for minimum recyclables storage. Retail projects must also address environmentally responsible purchasing and waste through their supply chains. DD: Same/Retail supply chain: More Difficult 56

57 MATERIALS AND RESOURCES (MR) Aggregated Prerequisite: Facility Maintenance and Renovations Policy Incorporates the requirements of EQ credit Indoor Air Quality Management for Facility Alterations and Additions (IEQc1.5) and Purchasing and Solid Waste policies (MRp1 & MRp2) Requires policies addressing purchasing, waste, and indoor air quality for ongoing maintenance and renovations. DD: Same 57

58 MATERIALS AND RESOURCES (MR) Aggregated Credit: Purchasing Ongoing Incorporates purchasing requirements for electronic equipment from the Sustainable Purchasing Durable Goods credit. Incorporates purchasing requirements for food from the Sustainable Purchasing Food credit. Modified criteria to align with MR section in Building Design and Construction rating systems. DD: Same, except for Schools and Hospitality 58

59 MATERIALS AND RESOURCES (MR) Redistributed Credit: Sustainable Purchasing Durable Goods (MRc2) Credit requirements for purchasing of electronic equipment moved to Purchasing Ongoing credit. Credit requirements for purchasing of furniture moved to Purchasing Facility Maintenance and Renovations DD: Same 59

60 MATERIALS AND RESOURCES (MR) Aggregated Credit: Purchasing Facility Maintenance & Renovation Incorporates purchasing requirements for furniture from MRc2, but requires 75% compliant purchases (1 point) FMR products and materials; modified criteria to align with BD&C requirements (50% compliant = 1 point) Added an option that rewards projects for having no alterations or furniture purchasing. DD: More Difficult 60

61 MATERIALS AND RESOURCES (MR) Revised Credit: Purchasing Lamps Upper limit reduced from 90 to 70 picograms per lumen hour. NEMA exemption for CFLs has been removed DD: Same 61

62 MATERIALS AND RESOURCES (MR) Redistributed Credit: Sustainable Purchasing Food (MRc5) Credit requirements moved to Purchasing Ongoing credit. DD: Same 62

63 MATERIALS AND RESOURCES (MR) Redistributed Credit: Solid Waste Management Waste Stream Audit (MRc6) Credit requirements moved to Ongoing Purchasing and Waste Policy prerequisite. DD: Same 63

64 MATERIALS AND RESOURCES (MR) Aggregated Credit: Solid Waste Management Ongoing Incorporates solid waste management requirements for ongoing consumables + electrics/electronics Requires safe disposal of all batteries and mercurycontaining lamps. DD: Same 64

65 MATERIALS AND RESOURCES (MR) Redistributed Credit: Solid Waste Management Durable Goods (MRc8) Credit requirements for electrics/electronics moved to Solid Waste Management Ongoing credit. Credit requirements for furniture moved to Solid Waste Management Facility Maintenance and Renovations. DD: Same 65

66 MATERIALS AND RESOURCES (MR) Aggregated Credit: Solid Waste Management Facility Maintenance and Renovations Incorporates solid waste management requirements for furniture from Solid Waste Management Durable Goods credit. For FMR waste, all construction projects count DD: Same 66

67 Category: Indoor Environmental Quality (EQ) 67

68 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Prerequisite: Minimum Indoor Air Quality Performance Extended time frame for ventilation measurements. Updated ventilation requirements to 2010 version of ASHRAE 62.1 If your building is naturally ventilated, look carefully at the 2010 ASHRAE requirements DD: Same 68

69 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Prerequisite: Environmental Tobacco Smoke Control Tightened Tobacco Smoke Control Residential option no longer applicable to hospitality projects. Reduced the maximum allowable leakage rate for compartmentalized residential units. Prohibited smoking on the entire site for schools. DD: Same except for Hospitality and Schools 69

70 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Prerequisite: Green Cleaning Policy Incorporates requirements of Green Cleaning High-Performance Cleaning Program credit (IEQc3.1). New option: contract with third party certified cleaning contractors to meet prerequisite DD: Same 70

71 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: now, Indoor Air Quality Management Program Clarified language to require an I-BEAM audit at least once every five years. Projects must develop an IAQ management program DD: Same 71

72 INDOOR ENVIRONMENTAL QUALITY (EQ) Redistributed Credit: Indoor Air Quality Best Management Practices Outdoor Air Delivery Monitoring (IEQc1.2) Credit requirements moved to Enhanced Indoor Air Quality Strategies credit. DD: Same 72

73 INDOOR ENVIRONMENTAL QUALITY (EQ) Deleted Credit: Indoor Air Quality Best Management Practices Increased Ventilation (IEQc1.3) Credit removed. 73

74 INDOOR ENVIRONMENTAL QUALITY (EQ) Redistributed Credit: Indoor Air Quality Best Management Practices Reduce Particulates in Air Distribution (IEQc1.5) Credit requirements moved to Enhanced Indoor Air Quality Strategies credit DD: Same 74

75 INDOOR ENVIRONMENTAL QUALITY (EQ) Redistributed Credit: Indoor Air Quality Best Management Practices Indoor Air Quality Management for Facility Alterations and Additions (IEQc2.1) Credit requirements moved to MR Prerequisite: Facility Maintenance and Renovation Policy and required as a policy only. DD: Same 75

76 INDOOR ENVIRONMENTAL QUALITY (EQ) Aggregated Credit: Enhanced Indoor Air Quality Strategies Comprised of IAQ Best Management Practices Outdoor Air Delivery Monitoring (IEQc1.2), IAQ Best Management Practices Reduce Particulates in Air Distribution (IEQc1.5), and Green Cleaning Indoor Chemical and Pollutant Source Control credits (IEQc3.5). Added paths for data centers and warehouse and distribution centers. DD: Same 76

77 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: Thermal Comfort Updated reference standard to ASHRAE Humidity monitoring no longer required in all occupied spaces, but at the ventilation zone level DD: Same 77

78 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: Interior Lighting Added requirement for three controllable lighting levels for both individual and multi-occupant space lighting Percentage requirement for multi-occupant space lighting is 100% Added an option addressing lighting quality for 1 extra point. DD: More Difficult 78

79 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: Daylight and Quality Views Removed simulation and prescriptive compliance paths Added requirement to take daylight measurements at two different times of the year. Added criteria to define a quality view. Allows views into atria for 30% of area. Added a warehouse and distribution center path for quality views. DD: More Difficult 79

80 INDOOR ENVIRONMENTAL QUALITY (EQ) Redistributed Credit: Green Cleaning High- Performance Cleaning Program (IEQc3.1) Credit requirements moved to Green Cleaning Policy prerequisite. DD: Same 80

81 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: Green Cleaning Custodial Effectiveness Assessment Encourage projects to perform routine inspections verifying the implementation of the green cleaning policy. Changed the APPA audit threshold from 3 to 2.5. Must conduct APPA audit once every year DD: More Difficult 81

82 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: Green Cleaning Products and Materials Increased the compliance threshold from 30% to 75% of purchases. Added provisions for ionized water cleaning. DD: More Difficult 82

83 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: Green Cleaning Equipment Required threshold for compliant equipment raised to 40%. Added a required phase-out plan for existing noncompliant equipment. DD: Same 83

84 INDOOR ENVIRONMENTAL QUALITY (EQ) Redistributed Credit: Green Cleaning Indoor Chemical and Pollutant Source Control (IEQc3.5) Credit requirements moved to Enhanced Indoor Air Quality Strategies credit. DD: Same 84

85 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: Integrated Pest Management Incorporates outdoor integrated pest management requirements from SSc3 Added option to use certified IPM provider. DD: Same 85

86 INDOOR ENVIRONMENTAL QUALITY (EQ) Revised Credit: Occupant Comfort Survey Requires a survey at least once every two years. DD: Same 86

87 Category: Innovation (IN) 87

88 INNOVATION (IN) 5 IN Credits Possible, + 1 point for LEED AP Only 2 may be Exemplary Performance points Up to 3 may be Pilot credits Up to 3 may be Innovation credits To earn the AP credit, the AP must be accredited in the rating family (NC or EB) that the project is using 88

89 INNOVATION (IN) Deleted Credit Documenting Sustainable Building Cost Impacts (IOc3) Credit removed 89

90 Summary of Estimated Changes in Difficulty Due to Changes from V3 V4 Types of Changes: Deleted P&C: 4 New P&C: 3 Aggregated P&C: 10 Redistributed P&C: 19 Revised P&C: 31 Changes in Difficulty: Easier P&C: 4 Same P&C: 49 More Difficult: 8 90

91 Questions? 91

92 Closing Announcements Thank you Evaluation survey Please complete Certificate: Please request on sign-in sheet Receive within a week after course AIA credit: Request if you haven t done so 92

93 For More Information Visit Call (608)

Prerequisite. prerequisite.

Prerequisite. prerequisite. LEED v4 for Building Operations and Maintenance Summary of changes from LEED 2009 LOCATION AND TRANSPORTATION SUSTAINABLE SITES Alternative Transportation Site Management Policy LEED Certified Design and