When green building projects fall short of their goals, either with regard to containing costs or achieving higher levels of performance, it usually comes down to how the process is managed. Knowing how to establish reasonable goals, milestones, roles and responsibilities, and how to manage resources are critical components to ensuring success. This discussion will focus on the ins and outs of successfully managing a green building project. We will discuss overall green building and LEED project management tips, potential pitfalls, best practices, and key tools to help keep your team stay on track to your sustainability and LEED certification-related goals. Topic areas will include: * Integrated design process * Setting and communicating goals * Critical path milestones * Team learning * Staying on top of current products and technologies * Benchmarking * Knowledge management and lessons learned * Case studies

1. Green Building In Practice:
Project Management for Green Building / LEED Projects

2. NC SSc7.4 – Heat Island Effect: Roof
Why Green Building?
LEED RETAIL NC CORE PRESCRIPTIVE

5. 5

6. What is Integrated Design?
=
Integrative Design: Building as an Organism

7. Bill Reed: Integrative Team - The Composite Master Builder 7

8. Bill Reed- Integrative Design Process

10. Why Integrated Design?
Example: Rainwater Collection Example : Daylighting
HVAC Reduced Reduced
Landscape Cooling Electric Cooling
Irrigation Tower Lighting Loads
H2 O
Rainwater Daylighting
Collection
Passive Reduced
Storm water Non-potable Winter HVAC
Management H2O Source Heating Size
Integrative Design: Systemic Solutions

11. Fossil Ridge High School 11

12. Climate Socio-Political Climate
Solar Access Codes
Flora & Fauna Product Availability
Transportation Funding Sources
Natural Ventilation Structure
Mech. Ventilation Flexibility
Indoor Air Quality Durability
Lighting LCA
Building Envelope Site Irrigation
Heating & Cooling Rainwater/Storm
water
Appliances Plumbing Fixtures
Energy Sources Storage & Filtration
Integrative Design: Whole Systems Thinking

13. Climate Socio-Political Climate
Solar Access Codes
Flora & Fauna Product Availability
Transportation Funding Sources
Natural Ventilation Structure
Mech. Ventilation Flexibility
Indoor Air Quality Durability
Lighting LCA
Building Envelope Site Irrigation
Heating & Cooling Rainwater/Storm
water
Appliances Plumbing Fixtures
Energy Sources Storage & Filtration
Integrative Design: Decision Making Process

15. The Charrette

16. What To Do During a Charrette
 Know who you are dealing with
 Engage your audience
 Ask the right questions
 Cut through cost barriers
 Support owner’s vision
 Promote integrated design
 Address tradeoffs and synergies
Schematic → Design Dev → Construction Docs → Construction

17. The current
paradigm:
Building
Operations
Design Team /
Developer
Good luck!

18. The Players…
Owners
Architects
Schematic → Design Dev → Construction Docs → Construction

19. The Players…
Cx Agents
Engineers
Schematic → Design Dev → Construction Docs → Construction

20. The Players…
General
Contractor Sub-Contractor
Schematic → Design Dev → Construction Docs → Construction

21. The Players…
Occupants
Facility Staff
Schematic → Design Dev → Construction Docs → Construction

22. The Players…
Schematic → Design Dev → Construction Docs → Construction

26. Prepare Team for
Sustainability Charrette
 Communicate your
expectations
 Prepared team to discuss:
 sustainability issues
 their experience and goals
 Explain the charrette process
Schematic → Design Dev → Construction Docs → Construction

27. Managing LEED
Schematic → Design Dev → Construction Docs → Construction

28. Project Orientation
The Basics
 Project Scope
 Project location
 Building type
 How old is the building
 Who owns the building
 Available incentives
Schematic → Design Dev → Construction Docs → Construction

29. Project Orientation
Project Goals
 What are the green building
goals?
 Why does the team care
about sustainability?
 How does the team define
“green”?
Schematic → Design Dev → Construction Docs → Construction

30. Project Orientation
Schedule
 Start /stop dates for each:
 Schematic Design
 Design Development
 Construction Documents
 Construction
 Occupancy
 Project Milestones
Schematic → Design Dev → Construction Docs → Construction

31. Project Orientation
Site - Project Area
Site Area (SF)
Building Footprint (SF)
 total, by space type
Vegetated Roof Area (SF)
Local Open Space Requirement (SF)
Total Hardscape Area (SF)
Roof Area (SF)
 Low-Sloped, High-Sloped
Schematic → Design Dev → Construction Docs → Construction

32. Know the
Surrounding
Area….
Schematic → Design Dev → Construction Docs → Construction

33. Understand the Site…
Schematic → Design Dev → Construction Docs → Construction

34. Project Orientation
Building Users
 Occupancy Patterns
 Who are the occupants
 Activity types
 Days of the year occupied
 Male / female ratios
Schematic → Design Dev → Construction Docs → Construction

35. Incentives
NYSERDA- New York State Energy Research &
Development Authority
 LEED Incentive, Energy Efficiency, Energy Modeling,
Commissioning, Green Building Services
Federal TARP EPAct 2005
 $1.80/sq.ft. with 50% savings over ASHRAE 90.1 2001
 State and local credits and rebates for water saving
devices
New York City Green Roof
Schematic → Design Dev → Construction Docs → Construction 35

36. If LEED: Does the
project meet
prerequisites?
What points
should you focus
on?
Schematic → Design Dev → Construction Docs → Construction

37. Prepare Charrette Agenda

38. Ask the Right
Questions!!!
You don’t always have to be the
expert, you just have to know who
the expert is and what the right
questions are to ask…
Schematic → Design Dev → Construction Docs → Construction

39. Tips for How to Get People Engaged
 Direct Participation
 Tell Stories
 Ask Questions
 Address everyone’s
view point
 Encourage Creative
Solutions
Schematic → Design Dev → Construction Docs → Construction

40. The Owner’s Vision
Schematic → Design Dev → Construction Docs → Construction

41. Sustainability Overview – The Big
Picture
 Keep the discussion broad
 Site
 Water
 Energy
 Materials
 Indoor Environment
 Innovation
Schematic → Design Dev → Construction Docs → Construction

42. The Team is on Board…
Now What?
Schematic → Design Dev → Construction Docs → Construction

43. Develop
Charrette Report
A Charrette Report will include:
 Summary of Charrette Discussion
 Sustainability / Action Plan
 Next Steps
 Schedule
Schematic → Design Dev → Construction Docs → Construction

45. Prepare a Sustainability Action Plan
Yes/ No / Maybe What To Do Next
Sustainability Project Notes Who Does It
Goals
Landscape
Probability
Probability
Contractor
GB/LEED
Cx Agent
Architect
Interiors
Lighting
Modeler
Credit #
Energy
Yes (1)
Owner
No (N)
High
MEP
Civil
Low
Credit Name Project Notes Action Item
1 1 1 1 Sustainable Sites (SS)
Review the contractor's plans for
P SSp1 Construction Activity Pollution Prevention This is already in the contractors scope x L x x
protection
The project is in an existing urban area
1 SSc1 Site Selection Document the credit x L
and qualifies
Development Density & Community The project is in an existing urban area . Gather building data for surrounding
? SSc2 L
Connectivity Not sure if it qualifies area
Might have been remediated in the past, Verify the extent and who did
? SSc3 Brownfield Redevelopment L x
but might not be under this owner remediation
Alternative Transportation, Public
N SSc4.1 No existing close transportation L
Transportation Access

46. To-Do-Lists

47. Map Sustainability Goals to the
Project Schedule

48. Management Tip:
Give information in
digestible amounts

49. Management Tip:
Balance group and individual
communication

50. Design Support First
Documentation Later…
Schematic → Design Dev → Construction Docs → Construction

51. Site Optimization
Schematic → Design Dev → Construction Docs → Construction

52. Design Support- Water Analysis
Water Use for 200-Person Office
1600
1400
1200
Gallons per Day
1000 31%
Savi
800
ngs
bas…
Flo
600
des…
w
400 Fixt
200
ures
and
1 g/f
1.28
g/m
Toil
g/m
g/m
g/m
g/m
g/m
1g/f
0
2.5
2.5
2.5
1.6
2.5
g/f
g/f
1
1
toilet urinal lav sink kitchen janitor sink totals ets
sink
Schematic → Design Dev → Construction Docs → Construction

53. Design Support- Energy Modeling
Schematic → Design Dev → Construction Docs → Construction

54. Tune your façade
Each exposure is optimized for heat
and light
Schematic → Design Dev → Construction Docs → Construction 54

55. Baseline v. Proposed Case Annual Energy Cost
Schematic → Design Dev → Construction Docs → Construction

56. Proposed Building Annual Energy Use
Schematic → Design Dev → Construction Docs → Construction

57. Design Support –
Daylight & Shadow Studies
Schematic → Design Dev → Construction Docs → Construction

59. N
59
Schematic → Design Dev → Construction Docs → Construction

60. Schematic → Design Dev → Construction Docs → Construction 60

61. Winter façade shading model
Schematic → Design Dev → Construction Docs → Construction

62. Suggest Materials
Schematic → Design Dev → Construction Docs → Construction

63. Review the Budget
Schematic → Design Dev → Construction Docs → Construction

64. Commissioning Review of Design
Schematic → Design Dev → Construction Docs → Construction

65. Construction Documents
Project XYZ
Construction Documents
Schematic → Design Dev → Construction Docs → Construction

66. Spec Review:
The CDs are the
contract
 Ensure the contractor and subs
understand the requirements
 Customize MasterSpec
 Don’t limit yourself to section
01352 LEED Requirements
 Make sure submittal requirements
match what you are doing
Schematic → Design Dev → Construction Docs → Construction

67. Managing LEED
Schematic → Design Dev → Construction Docs → Construction

68. Typical Strategies that Rely on Contractor
 Construction Waste Management (CWM)
 Indoor Air Quality Management (IAQ)
 Material Selection and Tracking
 Commissioning
Schematic → Design Dev → Construction Docs → Construction

69. Contractor
Sustainability
Kick-Off
 Cover all construction related
issues
 Provide resources
 Establish
submittal, tracking, documentat
ion process
Schematic → Design Dev → Construction Docs → Construction

70. Subcontractor
Sustainability
Kick-Off
 Focus on subcontractor
responsibilities
 Review reporting forms
 Some sustainability
background
Schematic → Design Dev → Construction Docs → Construction

71. Sample
CWM Plan
Schematic → Design Dev → Construction Docs → Construction

72. Metal
CWM Best Practice Only
Solo
Metal
Signage is a must!!!
Schematic → Design Dev → Construction Docs → Construction

73. Sample
IAQ Plan
Schematic → Design Dev → Construction Docs → Construction

74. Good Examples of
HVAC Protection
Schematic → Design Dev → Construction Docs → Construction

75. Bad Examples of
HVAC Protection
Schematic → Design Dev → Construction Docs → Construction

76. Tracking Low Emitting Materials
Schematic → Design Dev → Construction Docs → Construction

77. Tracking Low Emitting Materials
COMMON ERRORS:
 MSDS Misinterpreted
 Not asking manufacturer to clarify VOC
limits grams/liter
 Getting VOC data, but ignoring VOC limit
 Not staying on top of IAQ management
Schematic → Design Dev → Construction Docs → Construction

78. Tracking Low Emitting Materials
COMMON ERRORS:
 MSDS Misinterpreted
 Not asking manufacturer to clarify VOC
limits grams/liter
 Getting VOC data, but ignoring VOC limit
 Not staying on top of IAQ management
Schematic → Design Dev → Construction Docs → Construction

80. Tracking Material Data
Schematic → Design Dev → Construction Docs → Construction

81. Tracking Material Data
COMMON ERRORS:
 Recycled-content vs reuse
 Post vs pre-consumer recycled-content
 Including labor costs
 Tracking the wrong CSI divisions
 Manufacture location vs extraction location
Schematic → Design Dev → Construction Docs → Construction

82. Submittals and
Tracking-
Management Tips
Have a GC point person gather
and review tracking sheets from
subcontractors
Transfer all data to a master
tracking spreadsheet
Schematic → Design Dev → Construction Docs → Construction

83. Materials
Tracking
Spreadsheet
Schematic → Design Dev → Construction Docs → Construction

84. Check on Commissioning Progress
 Review GC Submittals
 Functional equipment
testing
 Systems manual
 Operational training
 Cx report of findings
Schematic → Design Dev → Construction Docs → Construction

85.  Boiler wont fire when  Filters are extremely dirty. Appear
commanded from boiler control to be temporary construction
panel
filters
 Condensate drain not pitched
away from unit  Compressor will not stay on in
heating mode
 Disconnect not working-no
power to unit  Equipment not shown on
drawings
 Control wiring is incomplete at
unit. Wires are pulled but not  Fin damage on air coil
terminated
Examples from
Commissioning Reports

86. Management Tip: Use Your Tools
Scorecard
Task List Schedule
Calculators
Tools & Resources

87. Database of
State Incentives
For Renewables
& Efficiency
Dsireusa.org
87

88. www.leeduser.com

89. 89

90. YRG sustainability www.yrgsustainability.com
consulting – education – analysis